CAC 40	Perf Jour	Perf Ytd
7255.13	-0.42%	-1.57%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	11.50%
BDL Rempart	10.79%
GF Ambition Solidaire	6.82%
Ruffer Total Return International	4.88%
Moneta Long Short	4.32%
Exane Ceres	3.97%
Ginjer Actifs 360	3.85%
Dorval Convictions	2.94%
Eurose	2.87%
Echiquier ARTY SRI	0.93%
Trusteam Optimum	0.24%
Carmignac Patrimoine	0.20%
Gay-Lussac Europe Flex	0.15%
VEGA Patrimoine ISR	0.08%
M&G (Lux) Dynamic Allocation Fund	-0.06%
Dorval Global Conservative	-0.21%
ELEVA AR - Dynamic	-0.77%
Tailor Allocation Defensive	-0.87%
Auris Diversified Beta	-1.03%
VEGA Euro Rendement ISR	-1.17%
Lazard Patrimoine SRI	-1.90%
VALBOA Exclusif	-1.93%
Sycomore Next Generation	-2.25%
Dorval Global Allocation	-2.32%
Elkano Global Fund	-2.39%
Tikehau International Cross Assets	-2.59%
Claresco Allocation Flexible	-2.64%
BNY Mellon Global Real Return Fund (EUR)	-2.74%
Equilibre Ecologique	-3.47%
Sienna Diversifié Flexible Monde	-3.57%
Ofi Invest ESG MultiTrack	-3.72%
R-co Valor Balanced	-3.85%
Echiquier Allocation Flexible	-4.24%
Mandarine Solution	-4.41%
ACATIS Value Event	-4.51%
Russell Inv. MAGS	-5.05%
ELEVA Global Multi Opportunities	-5.06%
GIS Global Multi Asset Income	-5.90%
AXA WF Global Optimal Income	-5.94%
First Eagle Amundi International Fund	-6.69%
ODDO BHF Polaris Balanced	-6.70%
DNCA Invest Evolutif	-7.13%
R-co Valor	-7.39%
Monocle Fund	-8.38%
Mansartis Investissements ISR	-9.01%
IDE Dynamic World Flexible	-9.44%
Nova Dynamique	-10.31%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	35.08%
Piquemal Houghton Global Equities	2.15%
Sienna Actions Bas Carbone	1.33%
AXA Aedificandi	1.32%
Aperture European Innovation	1.09%
R-co Thematic Real Estate	0.08%
Digital Stars Europe	-0.65%
GIS SRI Ageing Population	-2.15%
FTGF ClearBridge Infrastructure Value	-2.16%
M&G (Lux) Global Listed Infrastructure Fund	-4.26%
DNCA Invest Beyond Semperosa	-4.45%
HMG Globetrotter	-6.14%
Jupiter Financial Innovation	-6.36%
Candriam Equities L Oncology	-7.85%
BNP Paribas Aqua	-8.19%
Athymis Industrie 4.0	-8.57%
Pictet - Water	-9.77%
Janus Henderson Horizon Global Sustainable Equity Fund	-9.82%
Thematics Water	-10.03%
MS INVF Global Brands	-10.12%
EdR Fund Big Data	-10.29%
Mandarine Global Transition	-10.49%
Auris Gravity US Equity Fund	-11.28%
JPMorgan Funds - Global Dividend	-11.29%
VIA Smart Equity World	-11.74%
MS INVF Global Opportunity	-12.59%
Comgest Monde	-12.86%
Franklin India Fund	-12.94%
CPR Invest Climate Action	-13.23%
Carmignac Investissement	-13.53%
Sienna Actions Internationales	-13.54%
Mirova Global Sustainable Equity	-13.55%
EdR Fund Healthcare	-13.98%
Square Megatrends Champions	-14.07%
ODDO BHF Global Equity Stars	-14.11%
Russell Inv. World Equity Fund	-14.41%
M&G (Lux) Global Dividend Fund	-14.55%
Sanso Smart Climate	-14.78%
Echiquier World Equity Growth	-15.14%
Thematics Meta	-15.17%
Groupama Global Active Equity	-15.38%
Pictet - Security	-15.95%
Covéa Actions Monde	-15.98%
Groupama Global Disruption	-16.09%
Covéa Ruptures	-16.17%
JPMorgan Funds - Global Select Equity	-16.18%
EdR Fund US Value	-16.38%
Athymis Millennial	-16.44%
Ofi Invest ESG Grandes Marques	-17.15%
Pictet - Digital	-17.30%
Candriam Equities L Robotics & Innovative Technology	-17.77%
JPMorgan Funds - America Equity	-18.51%
Claresco USA	-19.28%
ODDO BHF Artificial Intelligence	-19.82%
Fidelity Global Technology	-20.00%
Eurizon Fund Equity Innovation	-20.05%
Echiquier Artificial Intelligence	-20.42%
BNP Paribas US Small Cap	-21.31%
Pictet - Clean Energy Transition	-21.59%
Tocqueville Global Tech ISR	-22.08%
Sycomore Sustainable Tech	-22.11%
Thematics AI and Robotics	-22.77%
CPR Global Disruptive Opportunities	-22.83%
Loomis Sayles U.S. Growth Equity	-22.92%
BNP Paribas Funds Disruptive Technology	-23.30%
JPMorgan Funds - US Technology	-24.10%
AXA WF Robotech	-24.39%
Franklin U.S. Opportunities Fund	-25.01%
Franklin Technology Fund	-28.34%
R-co Thematic Blockchain Global Equity	-28.72%
FTGF Royce US Small Cap Opportunity Fund	-30.27%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	4.41%
M&G (Lux) Episode Macro Fund	3.73%
Jupiter Merian Global Equity Absolute Return	3.44%
H2O Adagio	3.39%
BNP Paribas Global Absolute Return Bond	2.71%
Fidelity Absolute Return Global Equity Fund	2.37%
Exane Pleiade	2.27%
Sienna Performance Absolue Défensif	1.16%
Candriam Bonds Credit Alpha	1.13%
Syquant Capital - Helium Selection	0.69%
Cigogne UCITS Credit Opportunities	0.57%
DNCA Invest Alpha Bonds	0.56%
AXA WF Euro Credit Total Return	0.32%
Candriam Absolute Return Equity Market Neutral	-0.57%
Pictet TR - Atlas	-0.92%
Pictet TR - Atlas Titan	-2.19%

Une réunion étonnante de plus de 70 conseillers financiers...

La semaine dernière, à l'initiative d'un président de région, la CIP a organisé une réunion avec des membres de l’ANACOFI.

Résultat : plus de 70 conseillers qui ont pu échanger de façon conviviale sur les problématiques métiers.

Une initiative régionale qui devrait faire plaisir au Président de la CIP Benoist Lombard qui, d’après la rumeur, milite pour une fusion des associations...

A suivre...

Publié le lundi 13 octobre 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	19.18%
Axiom European Banks Equity	16.39%
Indépendance Europe Small	10.98%
Tailor Actions Avenir ISR	9.24%
Groupama Opportunities Europe	7.64%
BDL Convictions	5.96%
Indépendance France Small & Mid	5.51%
Covéa Perspectives Entreprises	3.86%
VALBOA Engagement ISR	3.32%
Richelieu Family	3.00%
DNCA Invest Archer Mid-Cap Europe	2.40%
Tocqueville Euro Equity ISR	2.15%
Moneta Multi Caps	2.11%
Uzès WWW Perf	1.87%
EdR SICAV Tricolore Convictions	1.59%
Ecofi Smart Transition	1.20%
Sycomore Europe Happy @ Work	1.09%
R-co 4Change Net Zero Equity Euro	0.74%
Mandarine Premium Europe	0.22%
Fidelity Europe	-0.06%
Quadrige France Smallcaps	-0.21%
HMG Découvertes	-0.31%
Europe Income Family	-0.51%
Mandarine Europe Microcap	-0.75%
ADS Venn Collective Alpha Europe	-0.82%
Dorval Drivers Europe	-1.41%
Mirova Europe Environmental Equity	-1.55%
ELEVA Leaders Small & Mid Cap Europe	-1.74%
Norden SRI	-3.58%
Sycomore Europe Eco Solutions	-3.71%
Palatine Europe Sustainable Employment	-3.75%
Lazard Small Caps France	-4.49%
Echiquier Positive Impact Europe	-4.88%
Mandarine Unique	-5.39%
Tocqueville Croissance Euro ISR	-5.52%
VEGA France Opportunités ISR	-5.63%
Amplegest Pricing Power	-6.12%
LFR Euro Développement Durable ISR	-6.66%
DNCA Invest SRI Norden Europe	-7.84%
Echiquier Major SRI Growth Europe	-8.08%
Eiffel Nova Europe ISR	-8.12%
VEGA Europe Convictions ISR	-8.32%
CPR Croissance Dynamique	-11.95%
ADS Venn Collective Alpha US	-17.75%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
EdR SICAV Euro Sustainable Equity	1.13%
R-co 4Change Net Zero Equity Euro	0.74%
Dorval European Climate Initiative	0.57%
La Française Credit Innovation	0.32%
DNCA Invest Beyond Semperosa	-4.45%
Echiquier Positive Impact Europe	-4.88%
Triodos Impact Mixed	-5.16%
BDL Transitions Megatrends	-6.00%
Triodos Future Generations	-6.66%
Aesculape SRI	-9.42%
Triodos Global Equities Impact	-11.13%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	9.93%
Axiom Short Duration Bond	1.51%
Carmignac Portfolio Credit	1.14%
Groupama Alpha Fixed Income Plus	0.96%
Axiom Obligataire	0.95%
LO Funds - Short-Term Money Market CHF	0.84%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.84%
Mandarine Credit Opportunities	0.75%
SLF (LUX) Bond High Yield Opportunity 2026	0.75%
Ostrum SRI Crossover	0.72%
Income Euro Sélection	0.72%
Jupiter Dynamic Bond	0.62%
R-co Conviction Credit Euro	0.55%
DNCA Invest Credit Conviction	0.52%
Alken Fund Income Opportunities	0.51%
Epsilon Euro Bond	0.51%
La Française Credit Innovation	0.32%
Tailor Crédit Rendement Cible	0.30%
Sanso Short Duration	0.15%
Tikehau 2029	0.09%
IVO Global Opportunities	0.04%
IVO EM Corporate Debt Short Duration SRI	-0.03%
Tikehau 2027	-0.05%
FTGF Brandywine Global Income Optimiser Fund	-0.07%
Pluvalca Credit Opportunities 2028	-0.11%
Schelcher Euro High Yield	-0.16%
M All Weather Bonds	-0.22%
EdR Fund Bond Allocation	-0.37%
Ofi Invest High Yield 2029	-0.46%
Omnibond	-0.46%
La Française Rendement Global 2028	-0.49%
Auris Investment Grade	-0.51%
Ofi Invest Alpha Yield	-0.58%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	-0.63%
Tailor Credit 2028	-0.65%
Auris Euro Rendement	-0.70%
Tikehau European High Yield	-0.71%
Richelieu Euro Credit Unconstrained	-0.83%
Eiffel Rendement 2028	-1.45%
IVO EM Corporate Debt UCITS	-1.55%
Lazard Credit Opportunities	-1.76%
Amundi Cash USD	-7.62%
AXA IM FIIS US Short Duration High Yield	-8.02%