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Equi-Convictions A

Classé 38 sur 113 en - France sur 3 mois
All calculations are in EUR unless stated

Géré par

Pierre-Xavier Crocicchia

Pierre-Xavier Crocicchia hails from Bastia in Corsica, and is the founder and CEO of Equigest, a boutique of asset managers and financial advisors. He founded Equigest in 1999, having previously worked at Banque CGM/CPR Gestion where he was the deputy managing director. He left that post in 1995 and joined BIMP where he was managing director, leaving in August 1999. he is currently lead manager on a number of Equigest funds, the largest being the Equi-Selection Fund. His investment style is simple opportunistic stock picking with his preference among high dividend yielding equities. When he is not managing funds, Crocicchia can be found at the golf course working on his handicap.

Objectif

The Fund's objective is to seek long-term performance without reference to an index through a minimum exposure of 75% on the French equity markets. In this context, the management team will invest opportunistically in French equities market capitalization of all sizes combined.

Performance

France sur : 28/02/2018 - 31/05/2018
  • Classement 38/113 Rendement total
  • Classement 22/113 Ecart-type
  • Classement 34/113 Perte maximale
Nom du fonds Currency Risque
20 SLF (F) Equity France Minimum Volatility C EUR

11,0

21 Top Multicaps EUR

11,2

22 Equi-Convictions A EUR

11,3

23 Euro Multi Cap C EUR

11,5

24 Moneta Multi Caps C EUR

11,6

Nom du fonds Currency Perte
33 AAZ Challenger EUR

-2,4%

34 Claresco SICAV Avenir P EUR

-2,4%

34 Equi-Convictions A EUR

-2,4%

36 Union France C EUR

-2,4%

36 France Epargne Actions D EUR

-2,4%

Rendement total

Performance trimestrielle

au 31/03/2018 Annuel T1 T2 T3 T4
2018 -1,2%
2017 20,4% 7,9% 8,0% 2,9% 0,4%
2016 0,9% -7,1% -2,6% 8,2% 3,0%
2015 20,2% 13,0% 0,5% -2,0% 8,1%
2014 2,9% 6,3% 0,4% -5,8% 2,4%
2013 20,8% 0,9% 2,4% 10,2% 6,2%
2012 21,8% 15,0% -6,9% 6,4% 6,8%
2011 -14,4% 3,4% 3,0% -21,2% 1,9%
2010 -5,7% 8,8% 11,6%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France

Information sur le fonds

  • Date de lancement04/01/2010
  • Taille de la share class10Mn
  • Devise de baseEUR
  • Code ISIN FR0010819490

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques1

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).