Our funds

Sanso Patrimoine

Sanso Patrimoine is a mutual fund that aims for steady capital growth by participating in the performance of the equity markets (max. 40%) and fixed income markets while taking limited risks. Since September 19, 2008, Sanso Patrimoine has been offering investors a solid and profitable investment solution for their savings over a minimum investment horizon of 2 years. Its low and stable volatility allows Sanso Patrimoine to be used as a credible alternative to insurance company Euro funds.

Summary

NAV : 145.94EUR at 17/01/2025

  • D-1
  • 1 month
  • 3 months
  • YTD
  • 2024
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Inception*
  • +0.05%
  • +0.08%
  • +0.62%
  • -0.1%
  • +3.8%
  • +3.28%
  • +5.43%
  • +2.14%
  • +4.46%
  • +45.94%
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Creation
  • +3.28%
  • +5.43%
  • +2.14%
  • +4.46%
  • +45.94%

* Inception : 19/09/2008 | Past performance doesn’t guarantee futures performances.

Performances

View the performances from
19 september 2008

← september →   ← 2008 →

1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
to
17 january 2025

← january →   ← 2025 →

1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
  • au
or
Period selection :
1M 3M YTD 1Y 2Y Inception *

* Inception : 19/09/2008 | Past performance doesn’t guarantee futures performances.

Historical performance

  • Year
  • jan
  • feb
  • mar
  • apr
  • may
  • june
  • july
  • aug
  • sept
  • oct
  • nov
  • dec
  • Total
  • 2025
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • -0.1%
  • 2024
  • 0.42%
  • 0.07%
  • 0.27%
  • 0.1%
  • 0.55%
  • 0.11%
  • 0.52%
  • 0.43%
  • 0.25%
  • 0.27%
  • 0.26%
  • 0.49%
  • 3.8%
  • 2023
  • 1.09%
  • -0.04%
  • -0.58%
  • 0.04%
  • 0.01%
  • -0.07%
  • 0.22%
  • 0.12%
  • 0.3%
  • 0.14%
  • 0.44%
  • 0.74%
  • 2.44%
  • 2022
  • -0.81%
  • -1.79%
  • 0.3%
  • -0.77%
  • -0.29%
  • -2.4%
  • 2.12%
  • -0.49%
  • -1.11%
  • 0.54%
  • 1.1%
  • -0.47%
  • -4.08%
  • 2021
  • 0.27%
  • 0.99%
  • 1.11%
  • 1.22%
  • 0.37%
  • 0.69%
  • -0.13%
  • 0.6%
  • -0.12%
  • 0.11%
  • 0%
  • 0.43%
  • 5.67%
  • 2020
  • 0.48%
  • -2.13%
  • -9.69%
  • 2.8%
  • 0.31%
  • 0.97%
  • 0.34%
  • 0.96%
  • -0.94%
  • 0.39%
  • 4.11%
  • 0.78%
  • -2.26%
  • 2019
  • 1.54%
  • 0.64%
  • 0.59%
  • 1.2%
  • -1.7%
  • 1.04%
  • 0.49%
  • -0.08%
  • 0.79%
  • 0.18%
  • 0.84%
  • 0.89%
  • 6.57%
  • 2018
  • 1.03%
  • -1.18%
  • -0.91%
  • 0.49%
  • -0.71%
  • -0.94%
  • 0.89%
  • -0.17%
  • 0.14%
  • -2.52%
  • -1.45%
  • -2.11%
  • -7.26%
  • 2017
  • 0.08%
  • 0.52%
  • 1.24%
  • 0.9%
  • 1.14%
  • -0.59%
  • 0.45%
  • -0.2%
  • 0.84%
  • 0.56%
  • -0.46%
  • 0.01%
  • 4.57%
  • 2016
  • -3.37%
  • -2.25%
  • 1.96%
  • 1.19%
  • 0.67%
  • -1.41%
  • 1.74%
  • 1.32%
  • -0.05%
  • 0.5%
  • -0.14%
  • 2.19%
  • 2.2%
  • 2015
  • 1.81%
  • 2.09%
  • 0.25%
  • 0.29%
  • 0.5%
  • -1.42%
  • 1.29%
  • -2.42%
  • -3.44%
  • 1.92%
  • -0.81%
  • -1.68%
  • -1.79%
  • 2014
  • -0.2%
  • 1.43%
  • 0.27%
  • 0.85%
  • 0.33%
  • 0.09%
  • -0.38%
  • 0.64%
  • -0.4%
  • -0.52%
  • 1.11%
  • -0.37%
  • 2.85%
  • 2013
  • 0.08%
  • 0.66%
  • 0.32%
  • 1.42%
  • 0.6%
  • -1.76%
  • 1.53%
  • 0.39%
  • 0.77%
  • 1.76%
  • 0.42%
  • 0.58%
  • 6.96%
  • 2012
  • 2.23%
  • 3%
  • 0.39%
  • -0.9%
  • -0.96%
  • 1.35%
  • 1.35%
  • 0.82%
  • 0.67%
  • 0.97%
  • 1.02%
  • 0.95%
  • 11.37%
  • 2011
  • 0.68%
  • 0.51%
  • -0.08%
  • 0.79%
  • 0.25%
  • -0.37%
  • -0.38%
  • -2.95%
  • -3.15%
  • 1.65%
  • -2.67%
  • 0.64%
  • -5.11%
  • 2010
  • -0.11%
  • 0.05%
  • 1.36%
  • -0.36%
  • -1.84%
  • -0.8%
  • 2.06%
  • 0.1%
  • 1.03%
  • 0.95%
  • -1.5%
  • 0.37%
  • 1.22%
  • 2009
  • 0.73%
  • 0.33%
  • 0.34%
  • 2.89%
  • 1.12%
  • 0.92%
  • 2.07%
  • 0.76%
  • 0.81%
  • 0.66%
  • 0.36%
  • 0.68%
  • 12.29%
  • 2008
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • -11.48%
  • -0.15%
  • 0.18%
  • 1.26%
  • 1.19%

* Inception : 19/09/2008 | Past performance doesn’t guarantee futures performances.

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