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Optivalor C

Ranked 1370 out of 2147 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to outperform the EONIA Capitalized index over the recommended investment period of 5 years by implementing a dynamic and flexible active allocation strategy by investing in a discretionary and opportunisic manner on all asset classes and geographic areas, while maintaining a maximum volatility level of 25%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 1370/2147 Total Return
  • Rank 766/2147 Standard Deviation
  • Rank 902/2147 Max Drawdown
Fund Name Currency Return
1368 Amundi Accumulazione Low Carbon TRE EUR

-1.1%

1368 Kathrein Arche Noah T EUR

-1.1%

1370 W&W Flexible Point and Figure Fd EUR

-1.1%

1370 Optivalor C EUR

-1.1%

1370 Cartera Optima Flexible B, FI EUR

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 3.8% 2.7% -0.2% 1.7% -0.4%
2016 4.7% 0.2% 0.7% 2.1% 1.7%
2015 -0.8% 1.8% 0.0% -6.7% 4.5%
2014 -2.3% -0.4% 3.4% -0.1% -5.1%
2013 -4.5% -0.3% -6.1% 1.6% 0.4%
2012 -2.7% 2.2% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date13/02/2012
  • Share Class size16Mn
  • Base currencyEUR
  • ISIN FR0011175652

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).