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LBPAM Actions 80 C

Ranked 426 out of 589 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Managed by

Sidney Soussan

Objective

The fund has as investment objective to provide, over a recommended investment period greater than 5 years and as part of the Tax Savings Scheme PEA, a diversified portfolio mostly exposed to equity markets while taking advantage of the opportunities presented by other asset classes. The allocation between asset classes is in accordance with the investment objective and in order to seek long-term appreciation, the equity exposure of the Fund cannot exceed 85% of net assets nor be less than 70 % of net assets.

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

Performance

Aggressive EUR over : 30/09/2017 - 30/09/2018
  • Rank 426/589 Total Return
  • Rank 393/589 Standard Deviation
  • Rank 307/589 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 3.0% -0.1%
2017 7.6% 4.4% 0.1% 2.8% 0.2%
2016 1.9% -6.0% -0.9% 3.6% 5.5%
2015 6.3% 13.6% -3.2% -7.9% 4.8%
2014 5.2% 1.7% 3.4% 0.7% -0.7%
2013 14.4% 3.2% -1.8% 7.8% 4.7%
2012 15.9% 7.2% -3.3% 6.9% 4.6%
2011 -10.0% 1.4% -0.1% -16.5% 6.4%
2010 6.3% 3.8% -7.8% 7.1% 3.8%
2009 19.4% -9.3% 12.1% 13.0% 3.9%
2008 -31.0% -11.8% -3.4% -5.8% -14.0%
2007 6.7% 1.8% 6.0% -1.0% -0.2%
2006 10.1% 5.3% -3.1% 3.4% 4.4%
2005 16.5% 2.3% 3.8% 6.1% 3.3%
2004 5.5% 1.2% 1.2% -1.5% 4.6%
2003 12.7% -6.5% 11.8% -0.5% 8.4%
2002 -22.6% 0.6% -11.4% -16.8% 4.4%
2001 -14.6% -8.6% 1.0% -13.8% 7.4%
2000 -1.0% -3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date05/06/2000
  • Share Class size40Mn
  • Base currencyEUR
  • ISIN FR0000936536

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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