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Optimum B

Ranked 9 out of 64 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Managed by

David Kalfon

Michel Menigoz

Michel Menigoz is head of equity management at Amaika Asset Management based in Paris. He joined the firm in 2011 and previously was head of global equities at Amundi Asset Management. Dealing in equities and mixed assets, Michel uses bottom-up, optimum and multi-management strategies. He graduated from Paris VI University as an actuary and outside of fund management he enjoys rugby, soccer, music and the theatre.

Objective

The fund will invest mainly in bonds (up to 100%) and international equities (up to 20%). Asset allocation depends on market conditions. Up to 100% can be invested in other funds. The goal is to get a higher annual increase in the benchmark EONIA + 1.00% over a period of five 5 years.

Showing fund performance in Guernsey View performance globally

Performance

Fund of Funds over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 3.9% 1.1% 1.7% 0.3% 0.8%
2016 -0.8% -0.9% -1.3% 1.8% -0.3%
2015 0.8% 2.1% 0.3% -1.0% -0.7%
2014 0.4% 1.3% -0.2% -1.9% 1.2%
2013 5.3% 0.9% 0.8% 1.6% 1.8%
2012 -0.3% 0.6% -0.8% -0.9% 0.8%
2011 -0.9% 0.0% -0.3% -0.5% -0.1%
2010 3.3% 0.9% 1.1% 0.7% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date26/10/2009
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN FR0010813329

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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