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Bati Actions Optimum I

Ranked 106 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Sylvain Pommeret

Objective

Over the recommended investment period, the fund's investment objective is to achieve higher performance than the composite benchmark index. The net exposure to equity markets (long positions minus short positions) is thus constructed by opportunities aggregation. Its level will be the level of valuation of companies in the fund's investment universe.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 106/174 Total Return
  • Rank 39/174 Standard Deviation
  • Rank 27/174 Max Drawdown
Fund Name Currency Return
104 Orchidee I Long/Short EUR

0.1%

105 Swiss Life Funds (LUX) Equity Global Long/Short I EUR

0.0%

106 Bati Actions Optimum I EUR

-0.2%

107 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

108 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

Fund Name Currency Loss
25 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

26 sentix Risk Return -A- R EUR

-1.9%

27 Bati Actions Optimum I EUR

-2.0%

27 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

29 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

29 Jupiter JGF Europa L EUR B Acc EUR

-2.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 1.6%
2017 0.2% 0.3% 0.9% -0.5% -0.6%
2016 -3.3% -3.7% 0.3% 0.5% -0.4%
2015 6.3% 5.7% 0.2% 0.3% 0.0%
2014 9.5% 3.4% 2.3% 2.1% 1.4%
2013 21.8% 4.8% -1.9% 9.9% 7.8%
2012 14.6% 5.7% -5.5% 8.4% 5.8%
2011 -12.2% 2.9% -1.9% -18.2% 6.4%
2010 2.9% 3.0% -9.4% 7.5% 2.6%
2009 16.5% -12.9% 11.9% 16.8% 2.3%
2008 -35.5% -15.1% -3.5% -6.4% -15.9%
2007 5.1% 1.1% 7.6% -3.1% -0.3%
2006 13.5% 6.6% -4.0% 5.5% 5.2%
2005 20.2% 5.4% 4.9% 6.1% 2.6%
2004 10.4% 3.3% 2.2% -3.1% 7.9%
2003 18.9% -18.8% 26.0% 4.1% 11.6%
2002 -25.2% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date10/05/2002
  • Share Class size78Mn
  • Base currencyEUR
  • ISIN FR0007072962

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).