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Introduction
Fund Management
Wealth Management
Services for Professionals
Discover our range
Management reports
Performances
Volatility
Select a mutual fund
Montsegur Opportunities
Montsegur Perspectives
Montsegur Rendement
Montsegur Patrimoine
Montsegur Security
Select a mutual fund
Montsegur Opportunities
Montsegur Perspectives
Montsegur Rendement
Montsegur Patrimoine
Montsegur Security
Evolution of the three-year sliding volatility of
Volatility on the 25/05/2012
23.7%
0.0%
Scale of risk of the funds
Eonia
0,0 %
Sécurité
0,1 %
Patrimoine
5,5 %
Eonia 70% / Cac 40 30%
7,1 %
Rendement (C)
18,5 %
Perspectives
21,3 %
CAC 40
23,7 %
Opportunités
23,9 %
-
Risk - Volatility
+
The volatility measures the amplitude of the variations of the underlying stock price. Calculated on a given period, it allows to evaluate the regularity of the performances of the investment funds.
Performance 2012
Montségur Opportunités
-5.23 %
CAC 40
-3.54 %
Yearly performances
2012
-5.23 %
2011
-30.90 %
2010
+11.29 %
2009
+60.84 %
2008
-50.34 %
2007
-9.41 %
2006
+7.85 %
2005
+19.69 %
2004
+4.28 %
Sliding performances
3 months
-20.20 %
6 months
-4.16 %
1 year
-40.49 %
3 years
-3.59 %
5 years
-52.20 %
Since Inception
-29.02 %
Documentation règlementaire
Simple information notice
Information notice (AMF), French language