Simulation Allocataire-dynamique
Overview
BSD Investing & L’Allocataire universe allocation
BSD Investing & L’Allocataire active/passive funds allocation
| Portfolio | Total Return | Annualized Return | Annualized Volatility | |||||
|---|---|---|---|---|---|---|---|---|
| 3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year | 3 Year | 5 Year | |
| BSD Investing & L’Allocataire portfolio | 0.3% | 15.7% | 14.7% | NA | NA | NA | NA | NA |
| Index ACWI | 2.0% | 13.3% | 3.7% | NA | NA | NA | NA | NA |
| BSD Investing portfolio | -0.2% | 15.2% | 10.7% | NA | NA | NA | NA | NA |
10Y Allocataire-dynamique
Sources: Morningstar and BSD Investing data in EUR from 31 December 2021 to 12 September 2023. Past performance is no guarantee of future results.
Overview from 2021-12-31 to
2023-09-12
| Portfolio | Performance | CAGR | Volatility | Best Year Return | Worst Year Return | Max Drawdown | Sharpe Ratio |
|---|---|---|---|---|---|---|---|
| BSD Investing & L’Allocataire portfolio | 7.5% | 4.4% | 11.3% | NA | NA | -20.4% | 0.18 |
| Index ACWI | -1.4% | -0.8% | 14.8% | NA | NA | -14.4% | -0.21 |
| BSD Investing portfolio | -0.5% | -0.3% | 11.5% | NA | NA | -18.3% | -0.23 |
Allocation
BSD Investing & L’Allocataire
Global allocation
User Active/Passive fund allocation
Bsd Investing Active/Passive fund allocation
please subscribe to see the graph Thematic ACWI
10% of portfolio
10% of portfolio
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France SMC
0% of portfolio
0% of portfolio
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Financial
0% of portfolio
0% of portfolio
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EUR Money Market
23% of portfolio
23% of portfolio
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Sector Techno US Nasdaq
10% of portfolio
10% of portfolio
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Asia Ex Japan Equity
15% of portfolio
15% of portfolio
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Thematic ACWI
10% of portfolio
10% of portfolio
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Ecology
3% of portfolio
3% of portfolio
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Europe Large-Cap
10% of portfolio
10% of portfolio
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Ecology
4% of portfolio
4% of portfolio
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Japan Large-Cap
5% of portfolio
5% of portfolio
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France SMC
0% of portfolio
0% of portfolio
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Other
10% of portfolio
10% of portfolio
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BSD Investing & L’Allocataire universe allocation
| Allocation | Universe | Active fund | Alloc Active | Passive Fund | Passive Alloc |
|---|---|---|---|---|---|
| 10% | Thematic ACWI | iShares Global Water ETF USD Dist | 100% | AVG Passive PTF | 0% |
| 0% | France SMC | Indépendance et Expansion France Smll XC | 100% | AVG Passive PTF | 0% |
| 0% | Financial | AVG Active PTF | 0% | Amundi ETF MSCI Europe Banks | 100% |
| 23% | EUR Money Market | BFT Aureus ISR IC | 100% | AVG Passive PTF | 0% |
| 10% | Sector Techno US Nasdaq | AVG Active PTF | 0% | Amundi IS Nasdaq-100 ETF-C EUR Hdg | 100% |
| 15% | Asia Ex Japan Equity | Federated Hermes Asia exJpn Eq F GBP Acc | 100% | AVG Passive PTF | 0% |
| 10% | Thematic ACWI | Pictet-Clean Energy Transition P EUR | 100% | AVG Passive PTF | 0% |
| 3% | Ecology | Pictet - Global Envir Opps I EUR | 100% | AVG Passive PTF | 0% |
| 10% | Europe LC | AVG Active PTF | 0% | Lyxor Core STOXX Europe 600(DR) ETF Acc | 100% |
| 4% | Ecology | Mirova Europe Environmental Eq M/D EUR | 100% | AVG Passive PTF | 0% |
| 5% | Japan AC | AVG Active PTF | 0% | Amundi MSCI Japan (DR) ETF | 100% |
| 0% | France SMC | Kirao Smallcaps AC | 100% | AVG Passive PTF | 0% |
| 10% | Mixed | Amundi IS MSCI India ETF-C EUR | 100% | AVG Passive PTF | 0% |