Exceeding your investment performance
Fonds Dédiés – Returns 2025JanFebMarAprMayJunJulAugSeptOctNovDec2025
Individual Equities4.21%-0.51%-5.58%-2.11%
Individual Bonds0.36%0.56%-1.33%-0.42%
Funds & ETF’s Dynamic Plus4.20%-1.68%-5.53%-3.22%
Funds & ETF’s Dynamic3.38%-1.65%-4.31%-2.71%
Funds & ETF’s Balanced2.40%-0.90%-3.38%-1.95%
Funds & ETF’s Defensive0.89%0.52%-2.35%-0.97%
Funds & ETF’s Conservative0.25%0.79%-1.85%-0.83%
ETF Dynamic Plus4.20%-2.51%-6.28%-4.79%
ETF Dynamic3.32%-1.76%-5.32%-3.90%
ETF Balanced2.46%-0.84%-4.00%-2.46%
ETF Defensive1.45%0.00%-2.82%-1.41%
ETF Conservative0.57%0.75%-1.78%-0.48%

all returns (except option 5%) are gross.

Fonds Dédiés – Annual Returns20242023202220212020201920182017
Individual Equities10.75%14.35%-18.51%31.55%14.53%34%-7.38%8.13%
Individual Bonds 3.52%N/AN/AN/AN/AN/AN/AN/A
Funds & ETF’s Dynamic Plus12.18%7.94%-16.06%23.94%7.11%N/AN/AN/A
Funds & ETF’s Dynamic8.38%6.19%-17.94%21.24%11.74%32.05%-6.96%13.16%
Funds & ETF’s Balanced6.58%6.13%-15.89%15.06%4.18%23.47%-6.01%17.07%
Funds & ETF’s Defensive5.10%4.67%-12.42%10.55%2.65%17.83%N/AN/A
Funds & ETF’s Conservative2.48%3.72%-12.14%1.06%0.06%N/AN/AN/A
ETF Dynamic Plus16.82%6.91%-20.11%22.87%5.12%27.50%-6.30%11.23%
ETF Dynamic12.94%8.79%-17.07%20.12%5.37%25.08%-4.78%8.28%
ETF Balanced10.78%7.77%-17.11%12.31%-0.84%19.55%-2.93%4.30%
ETF Defensive8.04%7.08%-14.71%11.47%-1.14%16.09%-1.03%0.98%
ETF Conservative4.35%6.14%-13.14%5.98%-1.42%13.00%-0.06%-0.92%

all returns (except option 5%) are gross.