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PLB Patrimoine

Ranked 1711 out of 2149 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to achieve an annualized performance over a recommended investment horizon of three years above the MTT (average French government bond rate), through diversified discretionary management over the main asset classes, at within a portfolio subject to market volatility. The management policy aims at building and managing a diversified portfolio of French or foreign securities traded on an organized market in a Euro zone or OECD country and denominated in euros. The range of interest rate sensitivity within which the fund is managed is between -3 and +6.

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

Performance

Flexible EUR over : 31/10/2017 - 31/10/2018
  • Rank 1711/2149 Total Return
  • Rank 642/2149 Standard Deviation
  • Rank 1445/2149 Max Drawdown
Fund Name Currency Return
1711 Soprarno Ritorno Assoluto A EUR

-7.5%

1711 PLB Patrimoine EUR

-7.5%

1713 RT ACTIVE GLOBAL TREND T EUR

-7.5%

1713 PVV SICAV – PVV EFFIZIENZ INVEST EUR

-7.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -0.4% -0.7%
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 size03Mn
  • 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).