Exceeding your investment performance
Fonds Dédiés – Returns 2024JanFebMarAprMayJunJulAugSeptOctNovDec2024
Individual Equities1.39%4.05%3.12%-1.61%3.25%0.80%0.30%-0.49%-0.40%-2.00%3.29%-1.20%10.75%
Individual Bonds0.02%-0.90%0.88%-0.42%-0.18%1.02%0.90%0.09%0.56%-0.23%1.48%0.27%3.52%
Funds & ETF’s Dynamic Plus0.79%3.17%2.72%-2.11%1.60%1.75%0.19%0.68%1.18%-0.33%2.89%-0.84%12.18%
Funds & ETF’s Dynamic0.75%2.02%2.20%-1.32%0.82%0.62%0.31%0.64%1.05%-0.26%2.32%-1,00%8.38%
Funds & ETF’s Balanced0.50%1.14%1.86%-1.32%0.41%0.73%0.39%0.48%1.01%-0.25%2.22%-0.73%6.58%
Funds & ETF’s Defensive0.59%0.25%1.31%-1.06%0.19%0.65%0.59%0.16%0.99%-0.38%2.12%-0.39%5.10%
Funds & ETF’s Conservative0.08%-0.73%1.15%-1.08%-0.16%0.50%0.83%0.15%0.70%-0.48%1.91%-0.38%2.48%
ETF Dynamic Plus-0.97%3.37%3.73%-2.25%1.72%4.22%0.55%-0.69%1.82%0.33%6.15%-1.96%16.82%
ETF Dynamic-0.76%2.25%3.02%-1.93%1.27%3.27%0.72%-0.48%1.51%0.09%5.19%-1.67%12.94%
ETF Balanced-0.13%1.32%2.41%-1.95%0.85%2.64%1.16%-0.31%1.50%-0.03%4.35%-1.36%10.78%
ETF Defensive0.56%0.33%1.68%-1.52%0.44%1.76%1.39%-0.08%1.29%-0.24%3.37%-1.12%8.04%
ETF Conservative0.15%-0.87%1.15%-1.14%0.08%0.98%1.59%0.12%1.11%-0.43%2.50%-0.91%4.35%

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.