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R Opal Croissance

Ranked 401 out of 589 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Managed by

Marc Terras

Marc Terras is head of the long-only open-architecture management team at Rothschild Asset Management. He first joined Rothschild Asset Management in 2000, developing institutional multi-management until 2002, when his role was extended to the management of open-ended fund of funds. He began his career at Organic Complémentaire as head of the securities department. He holds a Magistère (master's equivalent) in banking and finance, and a DESS (post-graduate diploma) in financial and banking techniques.

Objective

The fund is a multi-manager fund of fund that invests primarily in international equity markets (50% -100%), as well as rate funds. It is characterized by an active and opportunistic management , a top-down approach for asset allocation, and a careful selection of mutual funds based on a quantitative and qualitative analysis of the funds of the investment universe.The investment objective of the FCP is to seek, over the recommended investment period (higher than 5 years), a positive performance through a discretionary management in UCITS while striving not to exceed, on the same horizon, an average annual volatility of 18%

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

Performance

Aggressive EUR over : 30/09/2017 - 30/09/2018
  • Rank 401/589 Total Return
  • Rank 465/589 Standard Deviation
  • Rank 439/589 Max Drawdown
Fund Name Currency Return
399 SIP Equity EUR

0.1%

400 Camgestion Active 100 EUR

0.0%

401 R Opal Croissance EUR

0.0%

402 Amundi Substanzwerte EUR

0.0%

403 Jyske Invest Growth Strategy CL

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

403 VAB Strategie SELECT EUR

0.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 1.9% 1.1%
2017 7.6% 4.5% 0.2% 2.1% 0.6%
2016 3.1% -7.4% -3.7% 5.2% 9.8%
2015 7.6% 18.1% -3.9% -11.5% 7.1%
2014 5.6% 3.5% 0.4% 1.6% 0.1%
2013 20.5% 3.9% -0.3% 9.5% 6.3%
2012 18.8% 10.8% -7.0% 9.9% 4.9%
2011 -22.0% -0.4% -4.4% -20.9% 3.5%
2010 16.2% 6.3% -4.1% 5.5% 8.1%
2009 33.6% -7.1% 19.7% 15.3% 4.2%
2008 -33.6% -11.7% -1.8% -7.9% -17.0%
2007 -0.9% 2.6% 3.0% -3.7% -2.6%
2006 4.2% 4.2% -6.3% 2.1% 4.5%
2005 21.4% 3.8% 4.3% 7.4% 4.4%
2004 5.4% 4.8% -0.9% -2.4% 3.8%
2003 17.3% -4.1% 11.1% 4.5% 5.4%
2002 -23.8% 1.4% -14.3% -11.8% -0.6%
2001 -15.7% -9.1% 2.3% -18.4% 11.1%
2000 -3.2% 13.4% -4.7% 0.2% -10.6%
1999 42.8% 8.5% 7.4% 1.8% 20.4%
1998 10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date08/09/1998
  • Share Class size50Mn
  • Base currencyEUR
  • ISIN FR0007025523

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.88%
  • Initial investment3.00%

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