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Tocqueville Olympe Patrimoine P (FR0010565515.PA)

124.05 Down 0.04(0.03%) Sep 12
Prev Close:124.09
YTD Return*:3.84%
Net Assets*:23.07M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in EUR.

Headlines

  • No Headlines available for FR0010565515.PA at this time.

Top Holdings

Symbol% AssetsYTD Return %
Union +5.53N/A
Alias Inv Lyxor Merger Arbitr Idx IE2.84N/A
Bnp Paribas 5.2%1.51N/A
Eurofins Scientifi 7%1.48N/A
Vinci 6.25%1.44N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:23.07M
Category:EUR Cautious Allocation
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:3.84%
5y Avg Return:3.90%
Rank in Category (ytd):48
% Rank in Category (ytd):7.28%
Beta (3y):0.57
Morningstar Risk Rating:3

Fund Summary

L?objectif de gestion du FCP Tocqueville Olympe Patrimoine est, dans le cadre d?une allocation stratégique 70 % taux et 30 % actions décidée par la société de gestion, la recherche d?une performance supérieure à l?EONIA majoré d?un point (1 %), en limitant les risques de forte variation du portefeuille, tout en profitant du développement de l?économie de la zone euro. View More
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