SEXTANT PEA

Stock picking actions

ORIENTATION AND OBJECTIVES

Selecting stocks – "pure stock-picking" – to find long-term performance without reference to any index. Sextant PEA is an equity fund constructed independently of any reference index, based on selecting individual companies. It is eligible for the French Equity Savings Plan (Plan d'Epargne en Actions, PEA), with at least 75% invested in European equities.

COORDINATING MANAGER

Julien Lepage

ISIN CODE
Class A shares: FR0010286005
DATE CREATED
01/18/2002
RECOMMENDED INVESTMENT PERIOD
> 5 years
LISTING FREQUENCY AND CURRENCY
Daily/Euro
Annualised performance
1 year 16,25% 5 years 7,08%
3 years 1,30% Date Creation 13,29%
FINANCIAL CHARACTERISTICS
TAX PROVISIONS
The tax treatment depends on the individual situation of each investor, and may be subject to change.
REFERENCE INDEX
CAC All Tradable NR
CLASSIFICATION
International equities mutual fund
CUSTODIAN AND VALUER
CACEIS
RISKS

Sextant PEA is an equity fund and may experience strong downward fluctuations. You should regard it as an investment with a horizon of at least 5 years.

 

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History
Perf. YTD 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 Cumulative
13,16 %
 11,66 % -18,20 % 13,63 % 20,21 % 22,42 % 14,53 % 39,27 % 15,73 % -11,61 % 18,25 % 61,80 % -58,36 % 21,71 % 19,92 % 31,41 % 29,99 % 953,83 %

Warning: past performance is not indicative of future performance
Legal Notice - Regulatory information
© Amiral Gestion, a French simplified joint stock company (société par actions simplifiée) with 629,983 Euros of share capital - Asset management company authorised by the French Financial Markets Authority under number GP-04000038
Insurance brokerage company registered in the French Register of Insurance Intermediaries (ORIAS) under number 12065490.