Perf. YTD

Diversifiés/Flexibles

• 4.36% JPM Global Macro Opportunities
• 2.30% Carmignac Portfolio Patrimoine Europe
• 1.85% Vivienne Ouessant
• 1.17% Invest Latitude Patrimoine
• -0.11% OFI RS MultiTrack
• -0.16% Carmignac Patrimoine
• -0.48% Invest Latitude Monde
• -1.08% ACATIS GANÉ Value Event
• -1.58% Nordea 1 - Stable Return
• -1.77% Carmignac Portfolio Emerging Patrimoine
• -1.81% CPR Croissance Réactive
• -1.84% Pictet Multi Asset Global Opportunities
• -2.07% Tikehau Income Cross Assets
• -2.13% Flexigestion Patrimoine
• -2.21% Richelieu Harmonies
• -2.28% NN (L) Patrimonial Balanced European Sustainable
• -2.32% LFIS Vision UCITS Perspective Strategy
• -2.60% Lombard Odier Funds-All Roads
• -2.85% Covéa Flexible ISR
• -3.08% BGF Global Allocation
• -3.11% VEGA Euro Rendement
• -3.31% SLF (F) Defensive
• -3.44% Ethna-Dynamisch
• -3.47% Dorval Global Convictions
• -3.96% DNCA Evolutif
• -3.97% BNY Mellon Global Real Return Fund (EUR)
• -4.00% Haas Epargne Patrimoine
• -4.39% Ethna-Aktiv
• -4.42% Russell MAGS
• -4.45% Echiquier ARTY
• -4.80% Trusteam Optimum
• -4.99% Rouvier Patrimoine
• -5.02% Threadneedle Euro Dynamic Real Return
• -5.17% Sanso Convictions
• -5.59% Fidelity Global Multi Asset Income Fund
• -5.73% BGF Global Multi Asset Income
• -5.77% Lazard Patrimoine
• -5.87% ODDO BHF Exklusiv : Polaris Balanced
• -6.37% R-co Valor Balanced
• -7.18% Dorval Convictions
• -7.64% Sycomore Allocation Patrimoine
• -7.68% BBM V-Flex
• -8.27% EdR Fund Income Europe
• -8.36% R-co Valor
• -8.43% Moneta Long Short
• -8.48% Sextant Grand Large
• -8.67% Haas Epargne Réactif
• -8.78% BNP Paribas Target Risk Balanced
• -8.80% First Eagle Amundi International Fund
• -8.81% M&G (Lux) Conservative Allocation
• -8.98% JPMorgan Global Income
• -9.24% Aberdeen Standard SICAV I – Diversified Growth
• -9.49% Mandarine Multi-Assets
• -10.07% AXA WF Global Optimal Income
• -10.68% Lazard Patrimoine Croissance
• -10.69% Eurose
• -10.90% AXA WF Optimal Income
• -11.53% Otea 1
• -11.64% M&G (Lux) Dynamic Allocation
• -11.92% Jupiter Flexible Income
• -12.56% Amilton Solution
• -14.73% Fidelity Patrimoine
• -14.88% GIS Global Multi Asset Income
• -16.42% R-co Conviction Club
• -17.05% Wise 5
• -19.46% Rouvier Valeurs
• -27.63% H2O Moderato
• -64.41% H2O Multistrategies

Perf. YTD

OPCVM Actions

• 26.61% Echiquier Artificial Intelligence
• 15.97% Franklin Technology
• 11.94% AXA WF Framlington Digital Economy
• 11.91% Pictet Biotech
• 8.40% CPR Global Disruptive Opportunities
• 7.59% Candriam Equities L Oncology Impact
• 7.01% BNP Paribas Funds Disruptive Technology
• 6.84% JPMorgan Global Healthcare
• 6.71% Thematics Safety
• 5.53% Thematics AI and Robotics
• 4.36% EdR Fund Healthcare
• 4.06% AXA WF Framlington Robotech
• 4.03% DNCA Invest Beyond Global Leaders
• 3.28% Thematics Meta
• 1.47% Lombard Odier Funds-Global Prestige
• 1.39% Pictet Digital
• 0.60% Threadneedle GL Smaller Companies
• 0.48% Mirova Global Sustainable Equity
• 0.31% Russell Investments China Equity
• -0.38% OFI Invest US Equity
• -0.80% Pictet Security
• -1.39% Athymis Millennial
• -1.86% Comgest Monde
• -1.87% Pictet GL Environmental Opportunities
• -3.03% CM-CIC Global Leaders
• -3.05% ODDO BHF Artificial Intelligence
• -3.65% Echiquier World Equity Growth
• -3.69% NN (L) Global Equity Impact Opportunities
• -3.78% Pictet Global Megatrend Selection
• -3.81% Lombard Odier Funds-Golden Age
• -4.28% DNCA Invest Beyond Semperosa
• -5.06% La Française Inflection Point Carbon Impact Global
• -5.23% Threadneedle (Lux) American Fund
• -6.07% M&G (Lux) Positive Impact Fund
• -6.26% Aviva Grandes Marques ISR
• -6.43% Fidelity World
• -6.88% Covéa Actions Europe Opportunités
• -7.11% Thematics Water
• -7.27% Pictet Water
• -8.57% M&G (Lux) Global Listed Infrastructure Fund
• -9.19% Russell Investments World Equity Fund
• -9.48% Trusteam ROC
• -9.94% EdR Fund Big Data
• -10.10% CPR Silver Age
• -10.59% GemEquity
• -10.61% AXA Europe Small Cap
• -11.14% Templeton Global Climate Change
• -11.29% BNP Paribas Aqua
• -11.39% Fidelity Sustainable Water & Waste
• -11.47% CM-CIC Pierre
• -11.68% Mandarine Global Microcap
• -14.01% Templeton Asian Growth
• -14.06% BNY Mellon Global Equity Income Fund
• -16.55% JPM Emerging Markets Small Cap
• -18.02% Generali France Future Leaders
• -26.09% Axiom Equity
• -59.05% H2O Multiequities

Perf. YTD

OPCVM Absolute Return

• 8.10% Candriam Absolute Return Equity Market Neutral
• 6.51% Nordea 1 - Alpha 10 MA Fund
• 4.68% Kirao Multicaps Alpha
• -0.15% G Fund - Alpha Fixed Income
• -2.42% Threadneedle Pan European Absolute Alpha
• -4.24% Alken Fund Absolute Return Europe
• -4.67% H2O Largo
• -5.78% DNCA Invest Alpha Bonds
• -6.21% La Française Multistratégies Oblig
• -6.25% Sycomore L/S Opportunities
• -10.43% LFIS Vision UCITS Premia
• -43.32% H2O Allegro

VEGA Investment Managers

Jose CASTRO
Directeur Distribution Epargne et Retraite Corporate - 75 (Paris)

Mobile : 06 29 47 27 90
Ligne directe : 01 58 19 43 17

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Perf. YTD

OPCVM PEA

• 5.44% Montségur Croissance
• 2.30% Pluvalca Disruptive Opportunities
• 0.03% Groupama Avenir Euro
• 0.00% DNCA Invest Europe Growth
• -0.11% Echiquier Positive Impact Europe
• -0.21% Candriam EQ L Europe Innovation
• -0.84% Echiquier Agenor SRI Mid Cap Europe
• -3.05% Richelieu Family Small Cap
• -3.31% Erasmus Small Cap Euro
• -3.47% Haas Actions Croissance
• -3.50% Mirova Europe Environmental Equity
• -3.59% Norden
• -3.65% DNCA Invest Archer Mid-Cap Europe
• -3.72% Sycomore Shared Growth
• -3.99% Echiquier Major SRI Growth Europe
• -4.00% Amilton Premium Europe
• -4.88% ELEVA Leaders Small & Mid Cap Europe
• -5.02% Tocqueville Megatrends ISR
• -5.34% CPR Croissance Dynamique
• -5.88% Quadrige Multicaps Europe
• -5.99% Covéa Terra
• -5.99% G Fund - Avenir Small Cap Euro
• -6.51% Sycomore Happy @ Work
• -6.55% OFI RS European Growth Climate Change
• -6.81% Quadrator
• -7.06% Mandarine Unique
• -7.39% Seven European Equity Fund
• -8.36% ODDO BHF Avenir Europe
• -8.62% Richelieu Pragma Europe
• -8.98% Amplegest Pricing Power
• -9.52% Sextant PME
• -9.59% EdR SICAV Euro Sustainable Growth
• -10.50% BGF Euro-Markets
• -10.85% Kirao Multicaps
• -11.24% Tocqueville Ulysse
• -11.87% Mandarine Europe Microcap
• -11.94% Erasmus Mid Cap Euro
• -11.97% GIS SRI Ageing Population
• -12.28% Seeyond Europe MinVol
• -13.04% Portzamparc Entrepreneurs
• -13.07% Fidelity Europe
• -13.51% VEGA France Opportunités
• -14.11% Athymis Millennial Europe
• -14.25% BNP Paribas Europe Small Cap
• -14.32% FCP Mon PEA
• -15.94% Mandarine Opportunités
• -16.32% Moneta Multi Caps
• -16.97% Fourpoints Euro Global Leaders
• -18.82% Montségur Dividendes
• -19.06% Alken Fund European Opportunities
• -19.08% MainFirst Germany Fund
• -19.55% Sycomore Francecap
• -19.56% EdR SICAV Tricolore Rendement
• -20.20% Dorval Manageurs Smid cap Euro
• -20.59% Quadrige France Smallcaps
• -21.40% Richelieu Croissance PME
• -21.66% BDL Convictions
• -24.24% Dorval Manageurs Europe
• -24.42% Dorval Manageurs
• -25.43% Centifolia
• -26.58% R-co Conviction Equity Value Euro

Perf. YTD

OPCVM Obligations Convertibles

• 7.28% Franklin GL Convertible Securities
• -6.07% M Convertibles

Perf. YTD

OPCVM Obligations

• 5.49% M&G (Lux) Global Macro Bond Fund
• 2.07% AXA Court Terme Dollar
• 1.66% Jupiter Dynamic Bond
• -0.29% Carmignac Unconstrained GL Bond
• -0.44% Franklin European Total Return
• -1.36% Candriam Patrimoine Obli-Inter
• -1.85% Axiom Optimal Fix
• -2.69% EdR Fund Bond Allocation
• -4.19% Axiom Obligataire
• -4.44% Russell Inv Unconstrained Bond
• -6.07% Alken Fund Income Opportunities
• -6.10% Lazard Credit Fi
• -6.28% Templeton Global Total Return
• -6.84% Sextant Bond Picking
• -8.99% Salamandre Euro Rendement
• -9.51% M&G (Lux) Emerging Markets Bond Fund
• -9.70% Tikehau 2022
• -10.44% Sanso Objectif Durable 2024
• -12.71% La Française Rendement GL 2025
• -15.40% SLF Opportunité High Yield 2023
• -16.18% MainFirst EM Corporate Bond Fund Balanced
• -20.60% IVO Fixed Income
• -33.31% H2O Multibonds