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Essor USA Opportunites P

Ranked 65 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Andrew Peck

Objective

The objective of the Fund is to seek the opportunities presented by the U.S. market, the portfolio's exposure is mainly carried out on regulated markets of the United States of America, selected from all capitalization from financial ratios analysis.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 65/877 Total Return
  • Rank 738/877 Standard Deviation
  • Rank 772/877 Max Drawdown
Fund Name Currency Risk
737 NEI Northwest US DividendSeries A USD

8.0

738 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

8.0

738 Essor USA Opportunites P USD

8.0

740 Fidelity US Monthly Inc Currency Neutral Fd Sr B USD

8.0

740 UBI Pramerica Azioni USA USD

8.0

740 BMO U.S. Equity ETF Series A USD

8.0

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.1% 7.7% 2.9%
2016 3.6% -2.1% 1.0% 5.8% -0.9%
2015 -2.9% 2.2% -1.6% -9.8% 7.1%
2014 2.0% -0.9% 0.6% -3.1% 5.6%
2013 34.1% 13.3% 0.1% 8.7% 8.9%
2012 12.3% 13.1% -7.3% 7.9% -0.8%
2011 -2.5% 5.8% 1.1% -15.3% 7.5%
2010 22.7% 6.0% -8.1% 10.7% 13.8%
2009 41.0% -5.3% 22.2% 14.2% 6.7%
2008 -43.3% -12.7% 4.1% -15.8% -26.0%
2007 13.0% 1.5% 6.5% 5.9% -1.3%
2006 11.4% 9.5% -6.1% 2.4% 5.7%
2005 11.7% -0.2% 4.4% 2.5% 4.7%
2004 3.5% -1.9% -0.3% -8.1% 15.2%
2003 39.7% -3.1% 20.1% 12.8% 6.4%
2002 -30.0% -1.1% -13.5% -18.8% 0.7%
2001 -8.5% -20.7% 13.3% -22.4% 31.2%
2000 -12.4% 2.3% -7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date26/01/2000
  • Share Class size127Mn
  • Base currencyEUR
  • ISIN FR0000931362

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).