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Equi-Actions Suisse R EUR

Classé 16 sur 19 en - Suisse 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 aims to achieve superior performance of the Swiss equity market over an investment horizon of at least five years.The fund is permanently exposed to the Swiss equity market, all caps (at least 60%), and up to 25% (maximum) in international equities outside Switzerland.

Performance

Suisse sur : 30/06/2018 - 30/09/2018

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -6,4% 3,0% 3,3%
2017 15,2% 11,0% 1,1% 0,4% 2,4%
2016 9,0% -4,2% 3,8% 6,4% 3,1%
2015 7,5% 13,9% -2,8% -8,9% 6,6%
2014 7,8% 3,6% 3,2% -2,1% 2,9%
2013 3,2%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France

Information sur le fonds

  • Date de lancement16/09/2013
  • Taille de la share class09Mn
  • Devise de baseEUR
  • Code ISIN FR0011540566

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).