Investment Objective
Over the recommended investment term, and in connection with its systematic management, the fund seeks, by investing in the main assets traded, to achieve an absolute performance better than the capitalized €STR and annualized volatility (indicator of the upward and downward fluctuations of the fund value) of less than 12% under normal market conditions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.6 | 0.4 | 0.4 | 0.2 | 0.4 | 0.8 | 0.1 | 0.4 | 0.8 | 0.6 | 0.4 | 0.3 | 0.1 | |
| 2022 | 0.9 | 0.1 | 0.1 | 0.9 | 1.0 | 0.8 | 0.6 | 0.2 | 0.0 | 0.7 | 0.5 | 0.8 | 0.2 |
