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BSD Norgest

Ranked 1918 out of 2174 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 : 31/12/2017 - 31/12/2018
  • Rank 1918/2174 Total Return
  • Rank 1424/2174 Standard Deviation
  • Rank 1923/2174 Max Drawdown
Fund Name Currency Return
1916 LBBW Balance CR 75 EUR

-13.2%

1916 Generali Komfort Wachstum EUR

-13.2%

1918 BSD Norgest EUR

-13.2%

1918 Amundi Opportunites EUR

-13.2%

1920 MULTI STRUCTURE FUND - INVESTTOR SRI Global - A EUR

-13.2%

1920 Annapurna, FI EUR

-13.2%

1920 Antenor EUR

-13.2%

Fund Name Currency Loss
1921 Aviva Multigestion EUR

-15.2%

1922 FDC A2 - P (C/D) EUR

-15.2%

1923 BSD Norgest EUR

-15.2%

1923 Generali Komfort Wachstum EUR

-15.2%

1925 Portfolio Wachstum Protect ZKB Oe T EUR

-15.3%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -13.2% -1.7% 0.8% -3.0% -9.7%
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 size07Mn
  • Base currencyUnits
  • 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).