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Equi-Investissements Suisse

Classé 15 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 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

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

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -6,1% 3,3% 3,6%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France

Information sur le fonds

  • Date de lancement15/11/2017
  • Taille de la share class30Mn
  • Devise de baseEUR
  • Code ISIN FR0013291580

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

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).