Equi-Investissements Suisse
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 investment will be made for at least 85% of the net assets of the fund in the IEUR units of the master UCITS, the rest of the assets being composed of only cash. The investment strategy of the feeder UCITS Equi-Investissements Suisse is identical to that of the master UCITS Equi-Actions Suisse, namely: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
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Classement 17/19 Rendement total
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Classement 13/19 Ecart-type
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Classement 17/19 Perte maximale
Nom du fonds | Currency | Rendement total | |
---|---|---|---|
15 | Schroder ISF Swiss Equity Opportunities A Acc | EUR | -5,1% |
16 | Sallfort Investment Managers - Swiss Eqt UCITS Fnd | EUR | -5,2% |
17 | Equi-Investissements Suisse | EUR | -5,4% |
18 | Equi-Actions Suisse R EUR | EUR | -5,8% |
19 | New Capital Swiss Select Equity CHF Ord Acc | EUR | -6,3% |
Voir le classement complet |
Nom du fonds | Currency | Risque | |
---|---|---|---|
11 | LO Funds - Swiss Equity (CHF) PA | EUR | 22,6 |
12 | Equi-Actions Suisse R EUR | EUR | 22,7 |
13 | Equi-Investissements Suisse | EUR | 22,8 |
14 | Schroder ISF Swiss Equity Opportunities A Acc | EUR | 23,1 |
15 | Synchrony (LU) Swiss All Caps CHF A | EUR | 23,2 |
Voir le classement complet |
Nom du fonds | Currency | Perte | |
---|---|---|---|
15 | Sallfort Investment Managers - Swiss Eqt UCITS Fnd | EUR | -10,2% |
16 | Schroder ISF Swiss Equity Opportunities A Acc | EUR | -10,3% |
17 | Equi-Investissements Suisse | EUR | -10,4% |
18 | Equi-Actions Suisse R EUR | EUR | -10,6% |
19 | New Capital Swiss Select Equity CHF Ord Acc | EUR | -13,5% |
Voir le classement complet |
Rendement total
Performance trimestrielle
au 01/01/2019 | Annuel | T1 | T2 | T3 | T4 |
---|---|---|---|---|---|
2018 | -15,4% | -6,1% | 3,3% | 3,6% | -16,0% |
Performance mensuelle
Rendement vs Risque
Enregistré à la vente
- France
Information sur le fonds
- Date de lancement15/11/2017
- Taille de la share class27Mn
- Devise de baseUnits
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Code ISIN FR0013291580
Information pour achat
- Minimum investissement de départ1
- Montant minimum de versements périodiques0