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 439 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 439/877 Total Return
  • Rank 411/877 Standard Deviation
  • Rank 260/877 Max Drawdown
Fund Name Currency Return
438 Anima America A USD

21.1%

439 Standard Life Inv North America Acc USD

21.1%

439 LCL Actions Etats-Unis ISR (C) USD

21.1%

441 Amundi Actions USA ISR - P (C) USD

21.0%

441 BCV US Equity C USD

21.0%

Fund Name Currency Loss
260 T Rowe US Equity A USD USD

-0.5%

260 Fidelity US Equity Cur Neut Private Pool Cl Sr B

Currency exposure is hedged

Currency exposure is hedged

CAD

-0.5%

260 LBPAM Actions Amerique C USD

-0.5%

260 LCL Actions Etats-Unis ISR (C) USD

-0.5%

260 CEAMS Quality USA Equity Fund B USD

-0.5%

260 Fidelity Global Invt-Americas Eq A USD

-0.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 2.1% 4.9%
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 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

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

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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