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Athymis Alternatifs

Ranked 32 out of 65 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Objective

The management objective of the Zephyr is to outperform to the index EMTX (Eurozone Government Bond Index) 1-3 years, over a minimum investment period of three years. The fund will invest up to 100% of net assets in UCITS French and / or European coordinated. The portfolio invested in equity funds can vary between 0% and 25% of all geographic areas, in rate funds between 0% and 70% and diversified funds between 15% and 75%. The geographical areas the fund invests may be European or international. The fund is managed within a range of sensitivity to interest rates from 0 to 7.

Performance

Fund of Funds over : 31/08/2017 - 31/08/2018
  • Rank 32/65 Total Return
  • Rank 22/65 Standard Deviation
  • Rank 23/65 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -0.3%
2017 2.7% 1.2% 1.1% 0.9% -0.4%
2016 -3.6% -3.4% -1.9% 1.2% 0.6%
2015 2.8% 6.5% -0.1% -5.1% 1.9%
2014 6.5% 2.7% 1.1% 1.1% 1.5%
2013 2.8% 1.9% -1.0% 0.3% 1.6%
2012 0.9% 3.5% -3.9% 1.7% -0.2%
2011 -10.5% -0.2% -0.4% -9.0% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date14/12/2010
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN FR0010959718

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0.001

Charges

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