Simulation Allocataire-dynamique
Simulation
Allocataire-dynamique as of 24th May, 2023
Overview
BSD Investing & L’Allocataire universe allocation
BSD Investing & L’Allocataire active/passive funds allocation
BSD Investing & L’Allocataire portfolio | 3.1% | 11.5% | 16.8% | NA | NA | NA | NA | NA |
Index ACWI | 1.2% | 6.5% | 4.6% | NA | NA | NA | NA | NA |
BSD Investing portfolio | 2.2% | 11.7% | 13.3% | NA | NA | NA | NA | NA |
10Y Allocataire-dynamique
Sources: Morningstar and BSD Investing data in EUR from 31 December 2021 to 24 May 2023. Past performance is no guarantee of future results.
Overview from 2021-12-31 to
2023-05-24
BSD Investing & L’Allocataire portfolio | 3.6% | 2.6% | 12.1% | NA | NA | -15.4% | 0.08 |
Index ACWI | -7.4% | -5.3% | 15.7% | NA | NA | -10.3% | -0.44 |
BSD Investing portfolio | -4.0% | -2.9% | 12.1% | NA | NA | -12.9% | -0.37 |