YHD - Delayed Quote EUR

Hottinguer Patrimoine Europe (FR0010739029.PA)

1,058.64 -8.39 (-0.79%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return 6.40%
Worst 1Y Total Return -10.28%
Best 3Y Total Return 6.40%
Worst 3Y Total Return -1.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FR0010739029.PA
Category
YTD
-0.48%
2.62%
1-Month
0.96%
0.59%
3-Month
4.26%
2.62%
1-Year
-5.13%
7.68%
3-Year
1.89%
3.85%
5-Year
-0.20%
4.35%
10-Year
0.00%
1.68%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
FR0010739029.PA
Category
2018
--
--
2017
6.01%
--
2016
3.55%
--
2015
2.33%
2.09%
2014
0.64%
5.27%
2013
6.40%
5.47%
2012
3.94%
6.47%
2011
-10.28%
-8.49%

2010
2.67%
5.77%
2009
--
13.22%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.56% -0.48% -0.28% --
2017 2.08% 2.08% 1.13% 0.60%
2016 -1.43% -2.34% 4.17% 3.27%
2015 7.37% -2.57% -5.39% 3.38%
2014 0.95% 2.07% -1.27% -1.08%
2013 2.38% -0.17% 2.34% 1.73%
2012 2.65% -1.42% 1.02% 1.69%
2011 1.04% -1.71% -11.24% 1.77%
2010 1.76% -2.08% 0.35% 2.68%
2009 1.98% 0.21% -- --

Rank in Category (By Total Return)

YTD 31
1-Month 32
3-Month 17
1-Year 33
3-Year 62
5-Year 81

Load Adjusted Returns

1-Year -9.40%
3-Year 0.34%
5-Year -1.11%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category EUR Flexible Allocation - Global
Fund Family Messieurs Hottinguer&Cie Gestion Privée
Net Assets 28.11M
YTD Return -0.48%
Yield 0.00%
Morningstar Rating
Inception Date Jun 12, 2009

Fund Summary

L’objectif de la SICAV est la recherche d’une performance supérieure à l’EONIA capitalisé + 2,5% grâce à une gestion discrétionnaire axée sur la recherche des meilleurs couples risque/rendement entre les classes d’actifs financiers.

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