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Bati Entreprendre USA

Ranked 658 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Sylvain Pommeret

Objective

The investment objective of the Fund is to seek to outperform the U.S. equity markets.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 658/867 Total Return
  • Rank 163/867 Standard Deviation
  • Rank 268/867 Max Drawdown
Fund Name Currency Return
656 Pioneer Funds North Amer Basic Value E ND EUR USD

10.6%

657 Fidelity US Equity Currency Neutral PP Series B

Currency exposure is hedged

Currency exposure is hedged

CAD

10.5%

658 Fidelity Global Invt-Americas Eq A USD

10.5%

658 Bati Entreprendre USA USD

10.5%

660 VG SICAV - US Equity Fund - I USD

10.5%

Fund Name Currency Loss
268 CI American Value Class A USD

-2.0%

268 Invesco US Equity A Annual Distribution USD USD

-2.0%

268 PH&N U.S. Multi-Style All-Cap Equity Class Sr A USD

-2.0%

268 Standard Life Inv American Equity Unconst Ret Acc USD

-2.0%

268 Fidelity US Equity Currency Neutral PP Series B

Currency exposure is hedged

Currency exposure is hedged

CAD

-2.0%

268 Bati Entreprendre USA USD

-2.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 1.5%
2016 7.6% -2.0% 0.0% 5.9% 3.7%
2015 -5.0% 0.4% -1.1% -10.9% 7.4%
2014 7.6% 0.7% 4.2% -1.3% 3.9%
2013 31.4% 10.8% 3.0% 7.0% 7.7%
2012 9.1% 11.6% -7.1% 6.4% -1.1%
2011 -6.4% 5.2% -2.9% -15.9% 8.9%
2010 11.8% 5.8% -11.4% 9.2% 9.1%
2009 33.9% -8.3% 18.6% 17.2% 5.0%
2008 -15.0% -21.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date04/06/2008
  • Share Class size08Mn
  • Base currencyEUR
  • ISIN FR0010593699

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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