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Bati Actions Optimum I

Ranked 112 out of 173 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 : 31/03/2017 - 31/03/2018
  • Rank 112/173 Total Return
  • Rank 38/173 Standard Deviation
  • Rank 50/173 Max Drawdown
Fund Name Currency Risk
36 Alternative Beta - Absolute Return fund EUR

3.2

37 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2

38 Bati Actions Optimum I EUR

3.3

38 Smith & Williamson Enterprise F EUR

3.3

40 DNCA Invest Miura B EUR

3.4

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
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 size77Mn
  • 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).