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Equilibre Patrimoine

EQUPATI:FP
121.37
EUR
As of 5/17/2018
Fund Type
SICAV
52Wk Range
120.41 - 122.31
1 Yr Return
-0.55%
YTD Return
-0.10%
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52Wk Range
120.41 - 122.31
1 Yr Return
-0.73%
YTD Return
-0.10%
Fund Type
SICAV
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 05/17/2018)
121.37
Total Assets (m EUR) (on 05/17/2018)
25.516
Inception Date
10/01/2010
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
JACQUES TEBEKA
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.55%
Expense Ratio
-
Profile
Equilibre Patrimoine is a SICAV incorporated in France. The Fund's objective is to outperform the Barclays Capital Euro Aggregate Total Return (70%) + MSCI World (30%) composite index. The Fund invests its assets mainly in money- market instruments, debt and stocks, while exposing the Fund up to 20% to emerging markets. The Fund can also invest in other OPCVMs.
Address
Markus Asset Management
33 rue Marbeuf
Paris 75008
France
Phone
+9 72 44-03-22
Website
-