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Segipa Avenir

Ranked 523 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Objective

The objective is to maximize, over five years, performance through active discretionary management by selecting French and / or international shares.

Performance

Global over : 30/06/2017 - 30/06/2018
  • Rank 523/3304 Total Return
  • Rank 633/3304 Standard Deviation
  • Rank 91/3304 Max Drawdown
Fund Name Currency Return
522 Dirk Mueller Premium Aktien R USD

12.8%

523 Fidelity Global Demographics USD

12.8%

523 Segipa Avenir USD

12.8%

523 Lazard Thematic Global Inst USD Dist USD

12.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.3% 3.5%
2017 31.5% 6.8% 15.5% 2.2% 4.3%
2016 2.3% -1.3% -3.6% 9.2% -1.5%
2015 2.8% 2.3% 1.7% -6.5% 5.7%
2014 -0.4% 0.4% 7.6% -7.1% -0.8%
2013 18.1% 5.3% -3.3% 12.3% 3.2%
2012 18.9% 12.7% -8.6% 11.6% 3.3%
2011 -13.7% 4.4% 3.8% -20.0% -0.6%
2010 0.4% -3.4% -13.2% 18.0% 1.5%
2009 34.8% -8.6% 18.9% 20.9% 2.6%
2008 -41.4% -7.8% -7.2% -19.0% -15.5%
2007 8.6% 4.4% 3.2% 0.7% 0.0%
2006 33.0% 10.5% 2.0% 6.9% 10.5%
2005 8.0% 2.6% -2.1% 7.4% 0.2%
2004 17.4% 2.8% 3.3% -1.6% 12.4%
2003 34.5% -7.6% 17.1% 7.4% 15.7%
2002 -3.4% 3.9% 5.2% -19.6% 10.1%
2001 -17.3% -13.1% -3.3% -14.1% 14.7%
2000 -4.5% -7.2% 5.0% -6.2% 4.5%
1999 16.5% -2.7% 4.4% 4.2% 10.1%
1998 21.7% 13.0% 8.3% -8.8% 9.1%
1997 4.4% -1.2% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date28/01/1997
  • Share Class size08Mn
  • Base currency
  • ISIN FR0007005830

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.90%
  • Initial investment0.00%

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