Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

LCL Actions Etats-Unis ISR (C)

Ranked 573 out of 889 in - US over 12 months
All calculations are in USD unless stated

Objective

The fund invests in shares of small and medium capitalization of the European Union, through its master Amundi SMALL CAP EUROPE - I. In fact, your investment is made almost entirely in AMUNDI ACTIONS USA ISR - I and, incidentally in cash. The investment objective is to achieve superior performance to that of its benchmark, the MSCI EUROPE SMALL CAP (dividends reinvested), representing the small cap sector of each country of Europe, after taking into account its charges.

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

Performance

US over : 31/12/2016 - 31/12/2017
  • Rank 573/889 Total Return
  • Rank 216/889 Standard Deviation
  • Rank 286/889 Max Drawdown
Fund Name Currency Loss
286 Fidelity US Equity Cur Neut Private Pool Cl Sr B

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.5%

286 T Rowe US Equity A USD USD

-0.5%

286 LBPAM Actions Amerique C USD

-0.5%

286 LCL Actions Etats-Unis ISR (C) USD

-0.5%

286 CEAMS Quality USA Equity Fund B USD

-0.5%

286 Fidelity Global Invt-Americas Eq A USD

-0.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.8% 4.4% 2.1% 4.9% 5.4%
2016 9.8% 0.6% 0.8% 4.5% 3.7%
2015 -1.5% 0.8% -0.4% -7.8% 6.4%
2014 12.3% 0.9% 5.1% 1.3% 4.6%
2013 30.5% 9.9% 2.2% 4.7% 11.0%
2012 11.9% 11.9% -3.7% 5.3% -1.4%
2011 -0.2% 5.1% -0.5% -14.2% 11.2%
2010 12.5% 5.5% -11.5% 9.8% 9.9%
2009 20.7% -8.7% 11.1% 13.4% 5.0%
2008 -36.2% -9.2% -1.3% -9.8% -21.1%
2007 5.5% 0.3% 6.7% 1.7% -3.0%
2006 11.8% 3.7% -2.4% 4.7% 5.4%
2005 5.1% -2.1% 2.8% 3.1% 1.3%
2004 6.7% 2.5% -1.8% -3.0% 9.3%
2003 27.9% -0.5% 12.6% 3.3% 10.5%
2002 -28.7% -3.7% -15.0% -14.8% 2.2%
2001 -15.1% -13.9% 5.5% -17.2% 12.9%
2000 -13.0% -1.8% -3.9% 3.0% -10.4%
1999 18.7% 5.9% -0.3% -4.4% 17.7%
1998 28.6% 12.9% 3.9% -6.5% 17.2%
1997 26.3% 1.9% 13.1% 8.9% 0.6%
1996 24.1% 8.1% 1.1% 3.1% 10.1%
1995 34.3% 7.4% 8.1% 8.2% 7.0%
1994 -5.5% -2.4% -5.0% 5.3% -3.2%
1993 21.7% 7.9% -2.2% 6.7% 8.2%
1992 3.0% -0.6% -3.8% 0.3% 7.3%
1991 -2.5% 4.8% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date06/11/1979
  • Share Class size117Mn
  • Base currency
  • ISIN FR0000985152

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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