Johan Bigot
Manager
RICHELIEU ACTIONS MONDE
FR0011653773 (C)
Fund made up of international stocks. The alpha is obtained by selecting the different strengths of each economy in the international exchanges via their dominant companies.
As of May 21, 2026
Net asset value
2 925.56 €
Assets under management
2.60 M €
Performance ytd
-1.28 %
Performance 1 year
5.01 %
Performance 5 years
58.39 %
Risk and Return Profile
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Management team
Features
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AMF classification
International Equity
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PEA
Non
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SFDR
Article 8
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Date of origin
January 31, 2014
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Reference indicator
MSCI World converted in euros (net total return)
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Recommended investment period
5 years
Performance trends
Past performance is not a reliable indicator of future performance
| As of May 21, 2026 | RICHELIEU ACTIONS MONDE | Reference indicator |
|---|---|---|
| Net asset value | 2 925.56 € | 681.56 € |
| Total net assets | 2.60 M € | - |
| YTD | -1.28 % | 10.05 % |
| 1 year performance | 5.01 % | 20.72 % |
| 3 years performance | 30.82 % | 63.33 % |
| 5 years performance | 58.39 % | 83.96 % |
| 10 years performance | 143.79 % | 232.56 % |
| Volatility 1 year | 11.13 % | 10.31 % |
Performance since inception ¹ (see characteristics)
| RICHELIEU ACTIONS MONDE | 192.56 % |
|---|---|
| Reference indicator ² | 330.41 % |
Annualized performance ¹
| RICHELIEU ACTIONS MONDE | Reference indicator | |
|---|---|---|
| 1 year performance | 4.95 % | 20.43 % |
| 3 years performance | 9.35 % | 17.73 % |
| 5 years performance | 9.64 % | 12.97 % |
| Performance since inception | 9.12 % | 12.60 % |
Performance scenarios at
The figures shown include all costs of the product itself, but not necessarily all fees due to your advisor or distributor. These figures do not take into account your personal tax situation, which may also affect the amounts you receive. What you receive from this product depends on future market performance. Future market trends are random and cannot be accurately predicted. The unfavorable, intermediate and favorable scenarios presented represent examples using the best and worst performances, as well as the average performance of the product over the last 10 years. Markets may evolve very differently in the future. The stress scenario shows what you could achieve in extreme market situations.
| Investment Scenarios for 10,000 EUR Recommended Holding Period of 5 years | If you exit after 1 an | If you exit after 5 years | |
|---|---|---|---|
| Minimum : There is no guaranteed minimum return. You could lose all or part of your investment. | |||
| Stress | What you could get after deduction of costs | 5 819.43 EUR | 3 120.35 EUR |
| Average annual return | -41.81 % | -13.76 % | |
| Unfavorable | What you could get after deduction of costs | 8 903.30 EUR | 9 199.25 EUR |
| Average annual return | -10.97 % | -1.60 % | |
| Moderate | What you could get after deduction of costs | 10 695.94 EUR | 15 199.70 EUR |
| Average annual return | 6.96 % | 10.40 % | |
| Favorable | What you could get after deduction of costs | 14 293.92 EUR | 17 825.70 EUR |
| Average annual return | 42.94 % | 15.65 % | |
The unfavorable, intermediate and favorable scenarios presented are examples using the best and worst performances, as well as the average performance of the product over the last 10 years. The stress scenario shows what you could achieve in extreme market situations. Markets could evolve very differently in the future. What you get from this product depends on future market performance. Future market trends are random and cannot be accurately predicted.
Documents
Previous versions of regulatory documentation are available on request.
Pursuant to the provisions of EU Regulation No. 833/2014 and UE N° 398/2022 the subscription of units in this fund is prohibited to any Russian or Belarusian national, to any natural person residing in Russia or Belarus or to any legal person, entity or organization established in Russia or Belarus except nationals of a Member State and natural persons holding a temporary or permanent residence permit in a Member State.
² The fund's benchmark was the MSCI World Index converted to euros (with dividends reinvested) until March 27, 2026. Since March 30, 2026, the benchmark has been the Bloomberg World Large & Mid Cap Net Return Index EUR for euro-denominated shares and the Bloomberg World Large & Mid Cap Net Return Index USD for U.S. dollar-denominated shares.
