|
|
|
Since December 31st 2002:
Energy Value +6,52%*
*since April 17th, 2008
Esp. Croissance +34,18%
ProbFrance +23,55%
ProbValue +107,99%
ProbOblig +10,34%
CAC 40 +12,26%
|
|
|
|
Our assets: Your assets... |
|
Our entrepreneurial approach:
An expertise of the management of your assets adapted to your horizon profile and your requirement in terms of return-risk. Thus,with mutual funds, equities and bonds, life insurance (Avip, Epargnissimo, Neuflize Vie) and of quite other instrument of fiscal optimization, we may use different mandates of management.
Our only constraint is:
To have nothing of it. Our asset management is not benchmarked but seeks an absolute-return performance made possible by the entrepreneurial and family spirit which has led us since the beginning. A network of high-quality partners in private assets management and financial institutions helps to reach this goal.
The result...
An active management which has been recognized among the most successful since the end of 2002 with its funds.
|
|
|
Performance of our funds (since December 31st 2002, with GSD Gestion) |
|
|
On February 17th 2012 Nav Weekly 2012 2011 2010 2009 2008 2007 2006 2005 Energy Value ***** 106,52 +3,21% 18,11% -20,44% 24,69% 73,53% -47,61%* ( * Issued on April 17st 2008) Espace Croissance* 16,29 +1,24% 13,05% -27,19% 3,40% 63,17% -66,95% 0,23% 15,91% 23,19% ProbFrance * 6,08 +1,84% 9,35% -21,13% -4,99% 28,82% -42,57% -6,17% 17,65% 20,94% ProbValue **** 55,47 +0,18% 10,34% -14,72% 11,67% 31,22% -44,16% 7,46% 25,57% 24,92% ProbOblig * 998,54 +0,65% 6,52% -6,29% 5,97% 14,08% -30,28% 0,74% 6,03% 10,00%
Cac 40 Index 3439,62 +1,97% 8,86% -16,95% -3,34% 22,32% -42,68% 1,31% 17,53% 23,40% *: Morningstar Past performance is not a guarantee of future return and may fluctuate over time.
|
|
|
|
|
|
|