Perf. YTD

Diversifiés/Flexibles

• 11.35% PIMCO GIS Dynamic Multi-Asset Fund
• 8.21% Carmignac Portfolio Emerging Patrimoine
• 5.99% OFI RS MultiTrack
• 5.33% JPM Global Macro Opportunities
• 5.29% Carmignac Portfolio Patrimoine Europe
• 4.57% BGF ESG Multi-Asset
• 4.48% Carmignac Patrimoine
• 2.92% Mansartis Investissements ISR
• 2.90% NN (L) Patrimonial Balanced European Sustainable
• 2.21% GF Fidélité
• 1.69% Vivienne Ouessant
• 1.25% ACATIS GANÉ Value Event
• 0.76% BNY Mellon Global Real Return Fund (EUR)
• 0.69% Pictet Multi Asset Global Opportunities
• 0.64% Covéa Flexible ISR
• 0.47% Invest Latitude Patrimoine
• 0.13% VEGA Euro Rendement
• -0.18% Richelieu Harmonies
• -0.22% Russell MAGS
• -0.32% Threadneedle Euro Dynamic Real Return
• -0.36% Lombard Odier Funds-All Roads
• -1.34% R-co Valor Balanced
• -1.42% CPR Croissance Réactive
• -1.44% LFIS Vision UCITS Perspective Strategy
• -1.44% Echiquier ARTY
• -1.74% SLF (F) Multi Asset Moderate
• -1.76% Ethna-Dynamisch
• -1.79% Sanso Convictions
• -1.86% Dorval Global Convictions
• -2.15% Ethna-Aktiv
• -2.22% DNCA Evolutif
• -2.37% Haas Epargne Patrimoine
• -2.42% Trusteam Optimum
• -2.52% Tikehau Income Cross Assets
• -3.00% Lazard Patrimoine
• -3.66% Invest Latitude Equilibre
• -3.72% Fidelity Global Multi Asset Income Fund
• -3.74% ODDO BHF Exklusiv : Polaris Balanced
• -3.86% Nordea 1 - Stable Return
• -5.24% R-co Valor
• -5.59% Amilton Solution
• -5.83% Sycomore Allocation Patrimoine
• -6.04% JPMorgan Global Income
• -6.12% AXA WF Global Optimal Income
• -6.28% Jupiter Flexible Income
• -6.49% Haas Epargne Réactif
• -6.86% M&G (Lux) Conservative Allocation
• -6.86% BNP Paribas Target Risk Balanced
• -6.93% EdR Fund Income Europe
• -7.02% VEGA Patrimoine
• -7.25% AXA WF Optimal Income
• -7.68% Clartan Patrimoine
• -7.92% Moneta Long Short
• -7.98% BBM V-Flex
• -8.51% Sextant Grand Large
• -8.94% M&G (Lux) Dynamic Allocation
• -9.81% Eurose
• -10.72% First Eagle Amundi International Fund
• -11.45% Dorval Convictions
• -11.54% Mandarine Multi-Assets
• -12.68% Wise 5
• -13.24% Fidelity Patrimoine
• -13.80% Otea 1
• -16.19% R-co Conviction Club
• -25.68% Clartan Valeurs

Perf. YTD

OPCVM Actions

• 66.11% Echiquier World Next Leaders
• 55.28% Echiquier Artificial Intelligence
• 51.62% BGF World Technology
• 49.06% MS Investment Funds - US Advantage
• 35.28% Franklin Technology
• 31.62% AXA WF Framlington Digital Economy
• 30.27% MainFirst Global Equities Fund
• 25.99% Russell Investments China Equity
• 25.90% CM-CIC Global Gold
• 23.78% CPR Global Disruptive Opportunities
• 21.96% BGF Sustainable Energy
• 20.86% Lombard Odier Funds-World Brands
• 20.18% BNP Paribas Funds Disruptive Technology
• 19.50% Candriam Equities L Oncology Impact
• 18.80% Thematics AI and Robotics
• 17.14% BNY Mellon Mobility Innovation Fund
• 17.12% Thematics Safety
• 15.05% AXA WF Framlington Robotech
• 13.38% Thematics Meta
• 13.34% Pictet Digital
• 12.17% Pictet Biotech
• 12.02% Athymis Millennial
• 11.42% Threadneedle GL Smaller Companies
• 11.08% DNCA Invest Beyond Global Leaders
• 10.47% GemEquity
• 8.91% Pictet GL Environmental Opportunities
• 8.35% CM-CIC Global Leaders
• 8.24% Mirova Global Sustainable Equity
• 7.07% Echiquier World Equity Growth
• 6.31% OFI Invest US Equity
• 5.46% JPMorgan Global Healthcare
• 5.35% Jupiter Financial Innovation
• 4.46% Comgest Monde
• 4.12% Templeton Asian Growth
• 2.78% Pictet Global Megatrend Selection
• 2.46% Threadneedle (Lux) American Fund
• 2.09% NN (L) Global Equity Impact Opportunities
• 2.06% Pictet Security
• 1.99% BNP Paribas Health Care Innovators
• 1.74% DNCA Invest Beyond Semperosa
• 1.64% M&G (Lux) Positive Impact Fund
• 1.28% La Française Inflection Point Carbon Impact Global
• 0.78% Lombard Odier Funds-Golden Age
• -0.63% MS INVF Global Sustain
• -0.90% EdR Fund Healthcare
• -0.90% Aviva Grandes Marques ISR
• -1.14% Pictet Water
• -1.32% Trusteam ROC
• -1.56% Mandarine Global Microcap
• -1.79% Thematics Water
• -2.07% BNP Paribas Aqua
• -2.38% Templeton Global Climate Change
• -3.38% Fidelity World
• -3.47% Covéa Actions Europe Opportunités
• -3.88% Lazard Actions Américaines
• -5.27% JPM Emerging Markets Small Cap
• -6.17% Russell Investments World Equity Fund
• -7.00% Fidelity Sustainable Water & Waste
• -7.41% AXA Europe Small Cap
• -7.54% EdR Fund Big Data
• -7.57% CM-CIC Pierre
• -11.45% CPR Silver Age
• -12.76% M&G (Lux) Global Listed Infrastructure Fund
• -19.18% Generali France Future Leaders
• -22.58% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 9.24% Candriam Absolute Return Equity Market Neutral
• 4.83% Kirao Multicaps Alpha
• 4.15% Nordea 1 - Alpha 10 MA Fund
• 3.84% Threadneedle Pan European Absolute Alpha
• -0.09% G Fund - Alpha Fixed Income
• -2.50% H2O Largo
• -3.21% La Française Multistratégies Oblig
• -5.37% Sycomore L/S Opportunities
• -10.36% LFIS Vision UCITS Premia

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

• 19.02% DNCA Invest Norden Europe
• 10.18% Erasmus Small Cap Euro
• 9.77% Sextant PME
• 9.75% Pluvalca Disruptive Opportunities
• 8.80% Mirova Europe Environmental Equity
• 8.52% Montségur Croissance
• 7.31% Groupama Avenir Euro
• 7.28% Candriam EQ L Europe Innovation
• 7.06% ELEVA Leaders Small & Mid Cap Europe
• 6.44% Echiquier Agenor SRI Mid Cap Europe
• 6.32% Sycomore Eco Solutions
• 5.80% ODDO BHF Active Small Cap
• 5.36% Echiquier Positive Impact Europe
• 5.35% R-co Thematic Silver Plus
• 4.48% Richelieu Family Small Cap
• 3.60% Raymond James Europe Plus
• 3.03% DNCA Invest Archer Mid-Cap Europe
• 2.85% G Fund - Avenir Small Cap Euro
• 2.09% Amilton Premium Europe
• 1.45% Covéa Terra
• 0.65% Norden
• 0.49% Quadrator
• 0.40% OFI RS Equity Climate Change
• 0.34% Tocqueville Megatrends ISR
• 0.00% Mandarine Active
• -0.23% Sycomore Happy @ Work
• -0.35% Mandarine Europe Microcap
• -0.44% CPR Croissance Dynamique
• -0.53% Richelieu CityZen
• -2.81% Echiquier Major SRI Growth Europe
• -3.59% Haas Actions Croissance
• -3.60% ODDO BHF Avenir Europe
• -3.78% Mandarine Unique
• -3.98% AXA IM Euro Sélection
• -4.14% Sycomore Shared Growth
• -4.30% Seven European Equity Fund
• -5.18% Quadrige Multicaps Europe
• -5.28% Tocqueville Ulysse
• -5.62% Richelieu Pragma Europe
• -6.53% EdR SICAV Euro Sustainable Growth
• -7.01% Amplegest Pricing Power
• -7.54% Erasmus Mid Cap Euro
• -8.52% Athymis Millennial Europe
• -10.10% VEGA France Opportunités
• -10.41% FCP Mon PEA
• -10.61% Kirao Multicaps
• -10.66% Fidelity Europe
• -10.72% Indépendance et Expansion France Small
• -10.74% Portzamparc Entrepreneurs
• -11.99% GIS SRI Ageing Population
• -13.98% Moneta Multi Caps
• -15.96% Sycomore Francecap
• -16.90% MainFirst Germany Fund
• -18.75% Dorval Manageurs Smid cap Euro
• -19.94% Fourpoints Euro Global Leaders
• -21.63% EdR SICAV Tricolore Rendement
• -22.13% BDL Convictions
• -22.60% Montségur Dividendes
• -24.10% Dorval Manageurs
• -25.03% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 22.60% Franklin GL Convertible Securities
• 15.21% Lazard Convertible Global
• -0.42% M Convertibles

Perf. YTD

OPCVM Obligations

• 4.32% Jupiter Dynamic Bond
• 4.16% Franklin European Total Return
• 4.08% Mirova Global Green Bond
• 4.07% M&G (Lux) Global Macro Bond Fund
• 2.47% EdR Fund Bond Allocation
• 1.64% Carmignac Unconstrained GL Bond
• 1.07% Axiom Obligataire
• 0.80% Axiom Optimal Fix
• 0.56% PIMCO GIS Diversified Income
• -0.32% Candriam Patrimoine Obli-Inter
• -1.94% Russell Inv Unconstrained Bond
• -2.61% Sextant Bond Picking
• -2.92% Tikehau 2022
• -3.91% AXA Court Terme Dollar
• -3.99% M&G (Lux) Emerging Markets Bond Fund
• -4.66% Salamandre Euro Rendement
• -6.57% La Française Rendement GL 2025
• -6.64% Sanso Objectif Durable 2024
• -8.82% SLF Opportunité High Yield 2023
• -12.24% IVO Fixed Income
• -12.32% Templeton Global Total Return