Exceeding your investment performance
Fonds Dédiés – Returns 2023JanFebMarAprMayJunJulAugSeptOctNovDec2023
Individual Equities7.08%0.85%2.28%-1.62%0.32%2.96%1.97%14.45%
Funds & ETF’s Dynamic Plus3.51%0.06%-1.07%-0.46%0.15%2.58%2.50%7.4%
Funds & ETF’s Dynamic3.20%0.06%-1.01%-0.32%0.02%1.81%1.85%5.68%
Funds & ETF’s Balanced2.58%0.07%-0.59%-0.22%0.29%1.10%1.38%4.66%
Funds & ETF’s Defensive1.85%-0.09%-0.35%0.06%0.29%0.31%0.81%2.90%
Funds & ETF’s Conservative0.89%-0.07%0.43%-0.09%0.35%-0.40%0.23%1.34%
ETF Dynamic Plus3.98%-1.07%-1.54%-1.73%0.33%2.12%3.89%5.94%
ETF Dynamic3.65%-0.53%-1.01%-0.94%0.32%1.54%3.01%6.09%
ETF Balanced2.87%-0.14%-0.47%-0.62%0.45%0.92%2.10%5.17%
ETF Defensive1.94%0.11%-0.07%-0.39%0.53%0.50%0.93%3.59%
ETF Conservative2.55%-0.79%-0.53%0.34%0.47%-0.27%0.32%2.07%
Option Strategy risk budget 5%1.44%-1.25%-1.94%2.44%-1.81%1.94%-0.87%-0.16%

all returns (except option 5%) are gross.

Fonds Dédiés – Annual Returns202220212020201920182017
Individual equities-18.51%31.55%14.53%34%-7.38%8.13%
Funds & ETF’s Dynamic Plus-16.06%23.94%7.11%N/AN/AN/A
Funds & ETF’s Dynamic-17.94%21.24%11.74%32.05%-6.96%13.16%
Funds & ETF’s Balanced-15.89%15.06%4.18%23.47%-6.01%17.07%
Funds & ETF’s Defensive-12.42%10.55%2.65%17.83%N/AN/A
Funds & ETF’s Conservative-12.14%1.06%0.06%N/AN/AN/A
ETF Dynamic Plus-20.11%22.87%5.12%27.50%-6.30%11.23%
ETF Dynamic-17.07%20.12%5.37%25.08%-4.78%8.28%
ETF Balanced-17.11%12.31%-0.84%19.55%-2.93%4.30%
ETF Defensive-14.71%11.47%-1.14%16.09%-1.03%0.98%
ETF Conservative-13.14%5.98%-1.42%13.00%-0.06%-0.92%
Option Strategy risk budget 5%-15.24%-3.02%4.23%5.79%N/AN/A

all returns (except option 5%) are gross.