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BSD Norgest

Ranked 1988 out of 2149 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The management objective is to achieve a comparable performance to that of the composite index of European grants (50% Euro-MTS 3-5 years, 50% Euro Stoxx 50), over the recommended period of investment, through an opportunistic and flexible management of asset allocation. This index is used as part of later assessment. The fund may deviate significantly from the distribution of the index.

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

Performance

Flexible EUR over : 31/10/2017 - 31/10/2018
  • Rank 1988/2149 Total Return
  • Rank 1630/2149 Standard Deviation
  • Rank 2004/2149 Max Drawdown
Fund Name Currency Return
1987 Aviva Investors Portefeuille EUR

-10.4%

1988 BSD Norgest EUR

-10.5%

1989 Ecofi Flexible EUR

-10.5%

1990 Consultinvest Alto Dividendo C EUR

-10.6%

Fund Name Currency Risk
1630 BSD Norgest EUR

8.2

1630 Marathon Emerging Markets H EUR

8.2

1630 Engiled C EUR

8.2

Fund Name Currency Loss
2002 Consultinvest Flex A EUR

-12.4%

2002 Belharra Club I EUR

-12.4%

2004 BSD Norgest EUR

-12.5%

2004 A Plus Dynamique A EUR

-12.5%

2004 RLC Provest - Nutrix EUR

-12.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 0.8% -3.0%
2017 7.1% 3.8% 1.3% 1.1% 0.8%
2016 7.2% 1.1% 0.9% 5.3% -0.1%
2015 7.4% 11.4% -3.4% -5.0% 4.9%
2014 2.5% 0.2% 1.8% -2.5% 3.1%
2013 13.8% 5.4% 0.4% 4.9% 2.6%
2012 17.1% 10.1% -2.2% 6.4% 2.3%
2011 -5.5% 2.3% 1.8% -10.1% 0.9%
2010 7.9% 3.3% 1.9% -1.0% 3.6%
2009 17.5% -4.7% 7.5% 12.4% 2.1%
2008 -22.6% -10.7% 0.9% -1.9% -12.5%
2007 1.0% 0.3% 7.0% -4.4% -1.5%
2006 7.4% 5.9% -7.5% 1.8% 7.8%
2005 20.2% 3.5% 5.0% 5.3% 5.1%
2004 2.2% 1.5% 0.9% -3.0% 2.8%
2003 6.7% -5.3% 7.1% 2.1% 3.0%
2002 -18.6% -1.2% -10.3% -9.8% 1.8%
2001 -7.3% -5.0% 1.5% -13.4% 11.1%
2000 -5.5% 5.1% -1.8% -1.8% -6.8%
1999 27.5% 8.4% 2.7% 1.7% 12.7%
1998 17.4% 11.3% 6.3% -8.9% 8.9%
1997 14.7% 4.5% 7.0% -0.7% 3.3%
1996 18.9% 7.4% 3.2% 1.3% 5.8%
1995 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date20/02/1987
  • Share Class size08Mn
  • Base currency
  • ISIN FR0000400111

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Initial investment0.00%

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