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PLB Patrimoine

Ranked 1000 out of 2147 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund aims, over a recommended investment period of five years, to achieve an annualized return greater than the average rate of French government debt, through a diverse discretionary investment on the main assets classes and with a portfolio which is subject to market volatility. The funds portfolio will consist of French or foreign securities (stocks, bonds, negotiable debt securities and money market instruments ..) traded on an organized market of a country participating in the Eurozone or the OECD and denominated in euro. The interest rates sensitivity range of the fund is between -3 and 6.

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

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 1000/2147 Total Return
  • Rank 637/2147 Standard Deviation
  • Rank 860/2147 Max Drawdown
Fund Name Currency Return
1000 PLB Patrimoine EUR

0.0%

1001 Altivalor C EUR

0.0%

1001 Intermoney Gestion Flexible, FI EUR

0.0%

1001 Mondial Valor AC EUR

0.0%

1001 Quality Valor, FI EUR

0.0%

1001 WVB - Global EUR

0.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 3.6% 1.5% 1.3% 1.0% -0.3%
2016 0.6% -1.3% 0.3% 1.7% -0.1%
2015 1.8% 4.3% -2.7% -1.5% 1.9%
2014 6.4% 1.3% 2.6% 1.0% 1.4%
2013 3.5% 0.9% -0.5% 2.4% 0.7%
2012 6.2% 3.2% -1.5% 2.5% 1.9%
2011 -5.2% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date15/06/2011
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN FR0011023662

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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