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Amplegest Pricing Power AC

Ranked 181 out of 414 in - EuroZone over 12 months
All calculations are in USD unless stated

Managed by

Gérard Moulin

Gérard Moulin is a fund manager at Amplegest having joined from Delubac Asset Management in 2013. Prior to joining Debulac, Moulin worked as fund manager for Barclays and Banque Populaires. Moulin studied economics and finance at the Ecole Supérieure de Gestion in Paris.

Objective

In the context of discretionary share management, the Fund's long-term objective is to achieve an annualized performance superior to that of the Stoxx 600 Net Return index (dividends reinvested). The fund is exposed to a minimum of 60% and a maximum of 100% in equities of the eurozone. Moreover, being eligible for the Equity Saving Scheme PEA, the fund invests at least 75% in French or European equities. The fund may invest 0 to 25% of assets in debt securities and money market instruments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

EuroZone over : 31/10/2016 - 31/10/2017
  • Rank 181/414 Total Return
  • Rank 370/414 Standard Deviation
  • Rank 402/414 Max Drawdown
Fund Name Currency Return
179 LBPAM Actions Euro R USD

29.4%

180 AL Trust Aktien Europa USD

29.4%

181 Prevoir Canton 1 USD

29.3%

181 Prevoir Canton 2 USD

29.3%

181 NEF - Euro Equity R USD

29.3%

181 Amplegest Pricing Power AC USD

29.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.2% 9.6% 8.3%
2016 -5.1% -1.4% -4.1% 8.0% -7.1%
2015 7.3% 4.3% 2.2% -4.8% 5.8%
2014 -11.4% -0.5% -1.0% -9.1% -1.0%
2013 28.2% 2.7% 3.5% 12.9% 6.9%
2012 23.6% 16.6% -10.2% 7.6% 9.8%
2011 -13.0% 9.9% 5.5% -24.0% -1.3%
2010 15.8% -0.8% -8.4% 22.6% 3.9%
2009 46.3% -12.2% 23.7% 32.7% 1.4%
2008 -40.8% -8.2% -8.4% -17.8% -14.4%
2007 13.4% 2.2% 14.2% 1.2% -4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date13/10/2006
  • Share Class size85Mn
  • Base currencyEUR
  • ISIN FR0010375600

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Related News

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Citywire AA-rated Gérard Moulin is steering clear of markets expected to be hit by a wave of technological change.

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