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Maxima A

Ranked 78 out of 1025 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Michel Menigoz

Michel Menigoz is head of equity management at Amaika Asset Management based in Paris. He joined the firm in 2011 and previously was head of global equities at Amundi Asset Management. Dealing in equities and mixed assets, Michel uses bottom-up, optimum and multi-management strategies. He graduated from Paris VI University as an actuary and outside of fund management he enjoys rugby, soccer, music and the theatre.

Objective

The fund objective is to provide a 6% yearly net performance. In order to achive its goal, the fund will invest between 60% and 100% of its assets in equity funds. It will also invest up to 40% of its assets in European community equities. In order to be eligible to French Saving Scheme (PEA), the fund will invest at least 75% of its assets in PEA eligible instruments.

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

Performance

Europe over : 30/09/2017 - 30/09/2018
  • Rank 78/1025 Total Return
  • Rank 154/1025 Standard Deviation
  • Rank 109/1025 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 3.9% 2.0%
2017 8.4% 3.5% 0.5% 2.9% 1.3%
2016 -0.6% -10.2% -2.1% 8.1% 4.6%
2015 15.0% 13.1% -1.6% -3.3% 6.8%
2014 1.6% 3.3% -0.5% -0.8% -0.4%
2013 10.2% -2.0% -2.1% 7.5% 6.8%
2012 16.8% -4.2% 7.6% 7.5% 5.5%
2011 -13.2% 0.0% -0.1% -7.8% -5.7%
2010 7.0% 1.6% -0.6% 1.3% 4.6%
2009 24.3% 3.1% 13.1% 7.0% -0.4%
2008 -0.9% -3.4% -9.9%
2007 -3.8% 4.0% 1.6% -3.2% -5.9%
2006 15.7% 12.2% -3.8% 2.5% 4.6%
2005 4.5% 9.1% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date27/01/2005
  • Share Class size21Mn
  • Base currency
  • ISIN FR0010148007

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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