AGILIS GESTION SA

BRAND

AGIR PLUS
AGIR EUROPE
AGIR MONDE
AGIR US DOLLAR
AGIR EURO
FUND MANAGERS
SALES
NETWORK
CONTACT
 
AGIR PLUS
 
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ISIN FR0007478938
 

Agir Plus was created on March 31st 1994. (Inception NAV: 152.45 EUR)

The fund is quoted in Euro.

The Benchmark Index is composed by taking 50% of MSCI World index and 50% Euromts 3-5 Yr.

The fund Agir Plus offers a diversified flexible and balanced management whose main objective is to optimize risks and performances.

The portfolio can be allocated from 40 to 60 % in International Equities,I.e a repartition balanced between the Equities and the Bonds.

Equity exposure can move from 0 to 100 % Maximum.

Off Balance Sheet Liabilities: maximum, is 100% of Asset.

Exercice from 1st Jully to 30th June of each year.

Recommanded holding period is 5 years.

 
Performances at 2012-02-07
AGIR PLUS

*Benchmark:

50% MSCI World EUR +50% EUROMTS 3-5

since 12/31/2010
NAV
FCP
BENCHMARK
153.92€
-8.24%
2.18%
Return
AGIR PLUS
Benchmark*
5 years
-43.55%
+3.03%
2010
+3.33%
+9.11%
2009
-15.55%
+14.30%
2008
-25.14%
-15.27%
2007
-2.84%
-0.07%
2006
+0.39%
+7.08%
2005
+2.88%
+8.30%

The mutal fund capitalize coupons & dividends. Benchmark return is calculated with dividends non reinvested.

Futures traded in intradays from to :

Fund Weekly News (every friday on markets close.).

Investment
Exposure
Cash

EQUITIES

%

with funds %

EQUITIES %
%

FIXED INCOME

%

with funds %

FIXED INCOME %
 
     
 
 
 
 
Chart
From 2010-12-31 to 2012-02-07
Agir Plus
Benchmark
 
 
 
- Past performance is no guaratee of future results -
   
2005 © Agilis Gestion
Contact : jas@agilisgestion.fr