Gay-Lussac Heritage is a patrimonial fund whose objective is to achieve an annualized performance superior to Capitalized EONIA +2% with an overall risk budget of less than 3% volatility over a 3 year investment horizon. This fund combines active, flexible and diversified management in bonds and equities in the Eurozone. Composed of a majority of bonds (70%), the Gay-Lussac Heritage fund combines a discretionary investment philosophy with the use of quantitative tools, allowing it to maintain a very low volatility.
Gay-Lussac Heritage received the Refinitiv Lipper Fund Award© France 2021 for the best fund over 5 years in the “Absolute Return EUR Low” category.
1M
-2.27 %
3M
-2.4 %
1Y
-5.26 %
3Y
1.66 %
5Y
1.12 %
YTD
-7.04 %
MAX
18.66 %
Gay-Lussac Heritage | EONIA capitalisé | |
---|---|---|
2022 | -7.04 | - |
2021 | 1.8 | -0.48 |
2020 | 6.08 | -0.47 |
2019 | 4.33 | -0.39 |
2018 | -4.25 | - |
2017 | 3.29 | - |
2016 | -0.04 | - |
2015 | 1.57 | - |
2014 | 2.73 | - |
2013 | 2.87 | - |
2012 | 6.31 | - |
2011 | -2.12 | - |
2010 | - | - |
Gay-Lussac Heritage | EONIA capitalisé | |
---|---|---|
3 mois | -2.4 | - |
2022 | -7.04 | - |
1 an | -5.26 | -0.29 |
3 ans | 1.66 | -1.2 |
5 ans | 1.12 | - |
10 ans | 16.62 | - |
Création | 18.66 | - |