EASY BUZINESS
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(Title)

Choisissez le profil d'investissement qui vous convient :


Chargement des profils en cours ...

Sélectionnez la durée d'investissement qui vous convient :


profile chart Profil à {{strDurationToString(iDuration)}}
profile before chart Comportement du profil avant {{strDurationToString(iDuration)}}
profile after chart Comportement du profil avant {{strDurationToString(iDuration + 3)}}
profile all chart Comportement du profil sur 15 ans
efficiency chart Rendement
calendar performance chart Performance calendaire
best / worst chart Meilleure / Pire période
daily NAVs chart Daily NAVs
duration array Tableau des performances

Vous avez choisi le profil '{{strMIPProfileName}}' et une durée de {{durationLabel}}

SRRI :

1
2
3
4
5
6
7

Allocation stratégique du profil '{{strMIPProfileName}}' :

{{str}}
 
Edition complète

Vous avez choisi le profil '{{strMIPProfileName}}' et une durée de {{durationLabel}}

SRRI :

1
2
3
4
5
6
7

Graphes optionnels à inclure dans l'édition :


efficiency chart
calendar performance chart
best / worst chart
daily NAVs chart


❮
❯
 
(FILTERS) (FOUND SHARES)
(Base Filters)
(Base Currency)
(Date)
(Name)
(ISIN)
(Branding Names)
(Asset Managers)
Universes
(Peer Groups)
(MetaCategs)
(Currency)
(PEA) ISR Institutionnel
SRRI
(3Y Filters)
(Regul 0Y2)
(Compet 0Y2)
(Perf 0Y2)
(2Y+ Filters)
(Regul 2Y4)
(Compet 2Y4)
(Perf 2Y4)
(Other Filters)
(Min.Invest.)
(Vol 1Y)
(Vol 3Y)
(Fund Size)
    
Select shares
(Deselect shares)
(Remove all shares)
(Share Down)
(Share Up)
(SELECTED SHARES)
(Base Currency) (Date)

ISIN
Nom de la part
Société de gestion
Catégorie
Nb Pairs
Dern. NAV
Régularité 3 ans
Compétitivité 3 ans
Perf 3Y
Régularité 2 ans+
Compétitivité 2 ans+
Perf 2Y+
App 3Y
App 2Y+
Conseil
Devise
Volatilité 1 an
Volatilité 3 ans
Rating
Benchmark
Part (M)
Fonds (M)
1 sem.
2 sem.
1 mois
3 mois
6 mois
1° jan
1 an
3 ans
5 ans
2016
2015
2014
2013
Frais
SRRI
PEA
Social
Instit.
07/13
08/13
09/13
10/13
11/13
12/13
01/14
02/14
03/14
04/14
05/14
06/14
07/14
08/14
09/14
10/14
11/14
12/14
01/15
02/15
03/15
04/15
05/15
06/15
07/15
08/15
09/15
10/15
11/15
12/15
01/16
02/16
03/16
04/16
05/16
06/16
07/16
08/16
09/16
10/16
11/16
12/16
01/17
02/17
03/17
04/17
05/17
06/17
07/17
 
 

(Base Currency) (Date)
(Client :)
Filtre : Voir tout :
(Client portfolios :)
(Selected client portfolios :)
 

(Base Currency) (Date)
(Client :)
(Analysis categ :)
(Selected analysis categs :)
Chargement des profils en cours ...

Gamme de Profils :

Profil de Portefeuille :

Allocation seulement :

Conserver l'allocation courante  
Poids :
Nb Fonds
Méta-catégorie
Etat
Catégorie
{{ alloc.totalWeight }} %
%

{{ alloc.aTooltip[0] }}
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{{ alloc.aTooltip[29] }}
 

Profil sélectionné : '{{strConPoProfileName}}'

{{ selectedUniverse[0].strName }}

{{ calculMode }}

{{ structureProfilesGroups }}

€

Perfs

{{ portfolio.strNote }}

{{ portfolio.strDate }}

Performances du portefeuille
%
Méta-catégories
Poids :
Catégories
Montants
Fonds proposés
Perf. 1Y
Perf. 3Y
Perf. 5Y
Volat. 1Y
Volat .3Y
Rang
{{ portfolio.totalWeight }} %
{{ portfolio.strTotalReturn1Y }}
{{ portfolio.strTotalReturn3Y }}
{{ portfolio.strTotalReturn5Y }}

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%

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%

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{{ portfolio.adCategWeights[3] }} %

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%

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%

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%

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%

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Chargement des données en cours ...

Une erreur s'est produite ...

ISIN : {{ strCPP_ISIN }} | FONDS : {{ strCPP_Funds }} | ASSET MANAGER : {{ strCPP_AssetManager }}

CATEGORIE : {{ strCPP_Category }}
DEVISE : {{ strCPP_Devise }}

3 dernières années
regul. compet. perf.abs
{{ iCPP_Reg3Y }} {{ iCPP_Comp3Y }} {{ iCPP_PerfAbs3Y }}
2 années précédentes
regul compet perf. abs.
{{ iCPP_Reg2Y }} {{ iCPP_Comp2Y }} {{ iCPP_PerfAbs2Y }}
Appréciation
3 dern. années 2 années préc.
{{ strCPP_Appr3Y }} {{ strCPP_Appr2Y }}
Opinion
Opinion sur 5 ans
{{ strCPP_Op5Y }}

Volatilité ann. 1an : {{ iCPP_Volat1Y }}

Volatilité ann. 3ans : {{ iCPP_Volat3Y }}

SRRI mentionné dans le KID : {{ iCPP_SRRI }}

benchmark déclaré : {{ strCPP_Benchmark }}

Performance
1 sem. 2 sem. 1 mois 3 mois 6 mois
{{ iCPP_Perf1W }} {{ iCPP_Perf2W }} {{ iCPP_Perf1M }} {{ iCPP_Perf3M }} {{ iCPP_Perf6M }}
1er Janv 12 mois 3 ans 5 ans
{{ iCPP_Perf1Jan }} {{ iCPP_Perf1Y }} {{ iCPP_Perf3Y }} {{ iCPP_Perf5Y }}
Performances Calendaires
Perf. {{ iCPP_iYearN1 }} Perf. {{ iCPP_iYearN2 }} Perf. {{ iCPP_iYearN3 }} Perf. {{ iCPP_iYearN4 }} Perf. 2011
{{ iCPP_CalPerfN1 }} {{ iCPP_CalPerfN2 }} {{ iCPP_CalPerfN3 }} {{ iCPP_CalPerfN4 }} {{ iCPP_CalPerf2011 }}
Encours (M€)
de la PART du FONDS FRAIS 2019
{{ iCPP_InProgShare }} {{ iCPP_InProgFunds }} {{ iCPP_InProgFresh }}
❮
❯

Date : {{ sharesDetailsAdmin.strDate }}

Catégorie MStar : {{ sharesDetailsAdmin.strPeergroupName }}
{{ x.lShareID }} {{ x.strShareName }} {{ x.strISIN }} {{ x.iRank }} {{ x.fRegul0Y2 }} {{ x.fRegul2Y4 }} {{ x.fCompet0Y2 }} {{ x.fCompet2Y4 }} {{ x.fPerf0Y2 }} {{ x.fPerf2Y4 }}