Exceeding your investment performance
    Fonds Dédiés – Returns 2023JanFebMarAprMayJunJulAugSeptOctNovDec2023
    Individual Equities7.08%0.85%2.28%-1.62%8.66%
    Funds & ETF’s Dynamic Plus3.51%0.06%-1.07%-0.46%1.99%
    Funds & ETF’s Dynamic3.20%0.06%-1.01%-0.32%1.90%
    Funds & ETF’s Balanced2.58%0.07%-0.59%-0.22%1.82%
    Funds & ETF’s Defensive1.85%-0.09%-0.35%0.06%1.46%
    Funds & ETF’s Conservative0.89%-0.07%0.43%-0.09%1.16%
    ETF Dynamic Plus3.98%-1.07%-1.54%-1.73%-0.47%
    ETF Dynamic3.65%-0.53%-1.01%-0.94%1.10%
    ETF Balanced2.87%-0.14%-0.47%-0.62%1.61%
    ETF Defensive1.94%0.11%-0.07%-0.39%1.59%
    ETF Conservative2.55%-0.79%-0.53%0.34%1.54%
    Option Strategy risk budget 5%1.44%-1.25%-1.94%2.44%0.63%

    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.