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
0.68 %
3M
1.96 %
1Y
-6.14 %
3Y
2.36 %
5Y
-2.23 %
YTD
2.05 %
MAX
14.15 %
Gay-Lussac Heritage | EONIA capitalisé | |
---|---|---|
2023 | 2.05 | - |
2022 | -12.37 | - |
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 | 1.96 | - |
2023 | 2.05 | - |
1 an | -6.14 | - |
3 ans | 2.36 | -0.84 |
5 ans | -2.23 | -1.62 |
10 ans | 6.24 | - |
Création | 14.15 | - |