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FDA 14 - O (C/D)

Ranked 82 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The management objective of the fund is to outperform the MSCI USA. The fund's exposure to shares can vary between -100% and 200% of its net assets. The fund's investment universe is centered on large and mid caps equities of North America.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 82/877 Total Return
  • Rank 434/877 Standard Deviation
  • Rank 1/877 Max Drawdown
Fund Name Currency Risk
432 Invesco Perpetual US Enhanced Index Acc No Trail USD

5.6

432 DoubleLine Shiller Enhanced CAPE Fund A Acc USD USD

5.6

434 FDA 14 - O (C/D) USD

5.6

434 LCL Actions USA ISR (Euro)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6

436 Fiera Capital US Equity Fund Class A USD

5.6

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 8.8% 7.6%
2016 2.7% 1.9% -1.3% 5.3% -3.0%
2015 -9.4% -8.6% 2.8% -6.7% 3.4%
2014 -7.7% 1.7% 4.3% -6.8% -6.6%
2013 25.2% 6.1% 2.1% 6.5% 8.5%
2012 11.7% 13.7% -8.4% 7.7% -0.4%
2011 -0.5% -20.8% 9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date03/03/2011
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN FR0010998385

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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