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Bati Actions Optimum I

Ranked 149 out of 183 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 : 31/12/2016 - 31/12/2017
  • Rank 149/183 Total Return
  • Rank 29/183 Standard Deviation
  • Rank 84/183 Max Drawdown
Fund Name Currency Loss
82 ABN AMRO Verrazzano Europe Long Short A EUR EUR

-2.1%

83 AIM LUX AIM Europe Selection EUR-C EUR

-2.1%

84 Bati Actions Optimum I EUR

-2.2%

85 RWC Europe Absolute Alpha B EUR EUR

-2.2%

86 DNCA Invest Miura B EUR

-2.2%

86 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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).