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 : 118859.85EUR at 10/07/2025

  • D-1
  • 1 month
  • 3 months
  • YTD
  • 2024
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Inception*
  • +0.05%
  • +0.19%
  • +1.82%
  • +2.07%
  • +4.43%
  • +4.44%
  • +9.09%
  • +11.7%
  • +19.42%
  • +18.7%
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Creation
  • +4.44%
  • +9.09%
  • +11.7%
  • +19.42%
  • +18.7%

* Inception : 19/01/2015 | Past performance doesn’t guarantee futures performances.

Performances

View the performances from
19 january 2015

← january →   ← 2015 →

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
to
10 july 2025

← july →   ← 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 : 19/01/2015 | Past performance doesn’t guarantee futures performances.

Historical performance

  • Year
  • jan
  • feb
  • mar
  • apr
  • may
  • june
  • july
  • aug
  • sept
  • oct
  • nov
  • dec
  • Total
  • 2025
  • 0.44%
  • 0.71%
  • -0.23%
  • 0.06%
  • 0.67%
  • 0.16%
  •  
  •  
  •  
  •  
  •  
  •  
  • +2.07%
  • 2024
  • 0.47%
  • 0.12%
  • 0.31%
  • 0.15%
  • 0.6%
  • 0.15%
  • 0.58%
  • 0.48%
  • 0.3%
  • 0.32%
  • 0.31%
  • 0.54%
  • 4.43%
  • 2023
  • 1.11%
  • -0%
  • -0.5%
  • 0.09%
  • 0.07%
  • -0.01%
  • 0.27%
  • 0.17%
  • 0.35%
  • 0.19%
  • 0.49%
  • 0.79%
  • 3.05%
  • 2022
  • -0.74%
  • -1.73%
  • 0.37%
  • -0.72%
  • -0.24%
  • -2.36%
  • 2.18%
  • -0.46%
  • -1.07%
  • 0.59%
  • 1.14%
  • -0.4%
  • -3.47%
  • 2021
  • 0.32%
  • 1.05%
  • 1.17%
  • 1.27%
  • 0.43%
  • 0.74%
  • -0.07%
  • 0.67%
  • -0.05%
  • 0.18%
  • 0.07%
  • 0.5%
  • 6.44%
  • 2020
  • 0.42%
  • -1.69%
  • -9.62%
  • 2.87%
  • 0.37%
  • 1.04%
  • 0.4%
  • 1.02%
  • -0.84%
  • 0.45%
  • 4.12%
  • 0.84%
  • -1.28%
  • 2019
  • 1.62%
  • 0.7%
  • 0.66%
  • 1.27%
  • -1.63%
  • 1.1%
  • 0.56%
  • -0.02%
  • 0.86%
  • 0.25%
  • 0.9%
  • 0.69%
  • 7.14%
  • 2018
  • 0.86%
  • -0.88%
  • -0.85%
  • 0.56%
  • -0.64%
  • -0.88%
  • 0.91%
  • -0.22%
  • 0.31%
  • -2.39%
  • -1.38%
  • -2.05%
  • -6.51%
  • 2017
  • 0.17%
  • 0.58%
  • 1.29%
  • 0.96%
  • 1.2%
  • -0.54%
  • 0.52%
  • -0.12%
  • 0.88%
  • 0.64%
  • -0.39%
  • 0.07%
  • 5.39%
  • 2016
  • -3.3%
  • -2.19%
  • 2.03%
  • 1.25%
  • 0.75%
  • -1.34%
  • 1.79%
  • 1.38%
  • 0.01%
  • 0.56%
  • -0.08%
  • 2.24%
  • 2.96%
  • 2015
  • 2.39%
  • 2.13%
  • 0.36%
  • 0.3%
  • 0.56%
  • -1.5%
  • 1.36%
  • -2.35%
  • -3.37%
  • 1.99%
  • -0.74%
  • -1.62%
  • -1.98%

* Inception : 19/01/2015 | Past performance doesn’t guarantee futures performances.

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