Perf. YTD

Diversifiés/Flexibles

• 7.54% PIMCO GIS Dynamic Multi-Asset Fund
• 4.76% Carmignac Portfolio Patrimoine Europe
• 4.44% BGF ESG Multi-Asset
• 4.08% Carmignac Patrimoine
• 4.03% ACATIS GANÉ Value Event
• 3.74% Carmignac Portfolio Emerging Patrimoine
• 3.62% JPM Global Macro Opportunities
• 3.35% OFI RS MultiTrack
• 3.02% Vivienne Ouessant
• 1.80% Invest Latitude Patrimoine
• 1.48% NN (L) Patrimonial Balanced European Sustainable
• 1.32% Covéa Flexible ISR
• 0.72% GF Fidélité
• 0.63% BNY Mellon Global Real Return Fund (EUR)
• -0.29% DNCA Evolutif
• -0.31% Pictet Multi Asset Global Opportunities
• -0.47% Lombard Odier Funds-All Roads
• -0.86% VEGA Euro Rendement
• -0.86% Richelieu Harmonies
• -0.90% Invest Latitude Equilibre
• -1.12% LFIS Vision UCITS Perspective Strategy
• -1.25% CPR Croissance Réactive
• -1.31% Russell MAGS
• -1.63% SLF (F) Multi Asset Moderate
• -2.24% Haas Epargne Patrimoine
• -2.37% Threadneedle Euro Dynamic Real Return
• -2.48% Echiquier ARTY
• -2.59% Ethna-Dynamisch
• -2.83% Fidelity Global Multi Asset Income Fund
• -2.92% Nordea 1 - Stable Return
• -3.04% Dorval Global Convictions
• -3.05% Ethna-Aktiv
• -3.18% Trusteam Optimum
• -3.21% Sanso Convictions
• -3.30% Tikehau Income Cross Assets
• -3.39% R-co Valor Balanced
• -3.92% ODDO BHF Exklusiv : Polaris Balanced
• -4.69% Lazard Patrimoine
• -5.09% JPMorgan Global Income
• -5.62% Clartan Patrimoine
• -5.68% AXA WF Global Optimal Income
• -5.79% R-co Valor
• -5.82% Sycomore Allocation Patrimoine
• -5.85% Aberdeen Standard SICAV I – Diversified Growth
• -5.91% M&G (Lux) Conservative Allocation
• -6.24% BBM V-Flex
• -6.59% Haas Epargne Réactif
• -6.82% BNP Paribas Target Risk Balanced
• -6.84% Amilton Solution
• -7.20% EdR Fund Income Europe
• -7.25% AXA WF Optimal Income
• -8.05% M&G (Lux) Dynamic Allocation
• -8.29% Jupiter Flexible Income
• -8.30% Sextant Grand Large
• -8.81% Dorval Convictions
• -8.91% Mandarine Multi-Assets
• -9.83% First Eagle Amundi International Fund
• -10.14% Eurose
• -10.42% Fidelity Patrimoine
• -10.52% Moneta Long Short
• -10.88% Lazard Patrimoine Croissance
• -11.28% Otea 1
• -15.41% Wise 5
• -16.14% R-co Conviction Club
• -22.03% Clartan Valeurs
• -27.17% H2O Moderato
• -64.12% H2O Multistrategies

Perf. YTD

OPCVM Actions

• 45.67% Echiquier Artificial Intelligence
• 44.14% BGF World Technology
• 34.52% CM-CIC Global Gold
• 26.19% AXA WF Framlington Digital Economy
• 26.05% Franklin Technology
• 16.62% Russell Investments China Equity
• 15.84% BNP Paribas Funds Disruptive Technology
• 15.80% CPR Global Disruptive Opportunities
• 14.60% MainFirst Global Equities Fund
• 14.47% Candriam Equities L Oncology Impact
• 12.55% BGF Sustainable Energy
• 11.50% Thematics Safety
• 11.16% Lombard Odier Funds-World Brands
• 11.10% Pictet Digital
• 10.81% AXA WF Framlington Robotech
• 9.50% Thematics AI and Robotics
• 8.64% BNY Mellon Mobility Innovation Fund
• 8.17% Jupiter Financial Innovation
• 7.68% Pictet Biotech
• 7.57% Thematics Meta
• 6.10% DNCA Invest Beyond Global Leaders
• 5.91% JPMorgan Global Healthcare
• 4.79% Pictet GL Environmental Opportunities
• 4.12% Athymis Millennial
• 3.75% Mirova Global Sustainable Equity
• 3.06% Pictet Security
• 2.79% GemEquity
• 2.54% EdR Fund Healthcare
• 2.22% Threadneedle (Lux) American Fund
• 1.94% Threadneedle GL Smaller Companies
• 1.63% ODDO BHF Artificial Intelligence
• 1.27% CM-CIC Global Leaders
• 0.83% Echiquier World Equity Growth
• 0.76% OFI Invest US Equity
• 0.75% Pictet Global Megatrend Selection
• 0.15% Comgest Monde
• - DNCA Invest Beyond Semperosa
• -1.19% Fidelity World
• -1.88% Covéa Actions Europe Opportunités
• -2.46% NN (L) Global Equity Impact Opportunities
• -2.66% Lombard Odier Funds-Golden Age
• -2.75% La Française Inflection Point Carbon Impact Global
• -3.00% Pictet Water
• -3.35% Templeton Asian Growth
• -3.56% M&G (Lux) Positive Impact Fund
• -5.12% Aviva Grandes Marques ISR
• -5.17% Thematics Water
• -5.56% Trusteam ROC
• -5.59% CM-CIC Pierre
• -6.19% Templeton Global Climate Change
• -7.51% EdR Fund Big Data
• -7.69% AXA Europe Small Cap
• -8.38% Fidelity Sustainable Water & Waste
• -9.45% Mandarine Global Microcap
• -9.81% BNP Paribas Aqua
• -9.92% Russell Investments World Equity Fund
• -9.93% CPR Silver Age
• -10.33% M&G (Lux) Global Listed Infrastructure Fund
• -10.78% JPM Emerging Markets Small Cap
• -17.08% Generali France Future Leaders
• -22.51% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 10.73% Candriam Absolute Return Equity Market Neutral
• 8.52% Kirao Multicaps Alpha
• 5.13% Nordea 1 - Alpha 10 MA Fund
• 2.12% Threadneedle Pan European Absolute Alpha
• -0.16% G Fund - Alpha Fixed Income
• -3.51% H2O Largo
• -3.60% DNCA Invest Alpha Bonds
• -4.83% Sycomore L/S Opportunities
• -4.86% La Française Multistratégies Oblig
• -10.39% Alken Fund Absolute Return Europe
• -10.74% 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

• 12.39% DNCA Invest Norden Europe
• 8.99% Pluvalca Disruptive Opportunities
• 8.91% Montségur Croissance
• 4.79% Candriam EQ L Europe Innovation
• 4.40% Erasmus Small Cap Euro
• 3.73% Echiquier Positive Impact Europe
• 3.41% DNCA Invest Europe Growth
• 2.91% Mirova Europe Environmental Equity
• 2.66% Sextant PME
• 2.58% R-co Thematic Silver Plus
• 2.54% ELEVA Leaders Small & Mid Cap Europe
• 2.47% Echiquier Agenor SRI Mid Cap Europe
• 1.42% Groupama Avenir Euro
• 0.00% DNCA Invest Archer Mid-Cap Europe
• -0.01% G Fund - Avenir Small Cap Euro
• -0.31% Mandarine Active
• -0.60% Sycomore Eco Solutions
• -0.61% Richelieu Family Small Cap
• -0.63% Amilton Premium Europe
• -0.67% Haas Actions Croissance
• -0.73% Norden
• -0.77% Quadrator
• -0.90% Tocqueville Megatrends ISR
• -1.44% OFI RS Equity Climate Change
• -1.50% Sycomore Shared Growth
• -2.18% Echiquier Major SRI Growth Europe
• -2.85% Sycomore Happy @ Work
• -2.85% CPR Croissance Dynamique
• -3.18% Covéa Terra
• -3.60% Seven European Equity Fund
• -4.55% Mandarine Unique
• -4.85% Quadrige Multicaps Europe
• -4.95% Richelieu Pragma Europe
• -5.10% ODDO BHF Avenir Europe
• -6.09% Mandarine Europe Microcap
• -6.19% EdR SICAV Euro Sustainable Growth
• -6.80% Kirao Multicaps
• -6.84% Amplegest Pricing Power
• -8.91% Erasmus Mid Cap Euro
• -8.97% Tocqueville Ulysse
• -9.40% Portzamparc Entrepreneurs
• -10.12% Athymis Millennial Europe
• -10.63% Seeyond Europe MinVol
• -10.68% Fidelity Europe
• -10.97% VEGA France Opportunités
• -11.43% GIS SRI Ageing Population
• -11.70% FCP Mon PEA
• -13.56% Indépendance et Expansion France Small
• -13.62% BNP Paribas Europe Small Cap
• -13.92% Moneta Multi Caps
• -15.01% Sycomore Francecap
• -16.96% Fourpoints Euro Global Leaders
• -18.51% Montségur Dividendes
• -18.72% Richelieu Croissance PME
• -18.81% EdR SICAV Tricolore Rendement
• -19.04% Dorval Manageurs Smid cap Euro
• -20.92% MainFirst Germany Fund
• -22.05% Quadrige France Smallcaps
• -22.07% BDL Convictions
• -22.48% Dorval Manageurs
• -25.17% Alken Fund European Opportunities
• -25.53% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 18.65% Franklin GL Convertible Securities
• -3.75% M Convertibles

Perf. YTD

OPCVM Obligations

• 4.87% M&G (Lux) Global Macro Bond Fund
• 4.32% Jupiter Dynamic Bond
• 3.82% Carmignac Unconstrained GL Bond
• 3.15% Franklin European Total Return
• 1.37% EdR Fund Bond Allocation
• -0.21% Axiom Optimal Fix
• -0.69% Candriam Patrimoine Obli-Inter
• -1.05% Axiom Obligataire
• -1.84% Lazard Credit Fi
• -2.44% PIMCO GIS Diversified Income
• -2.52% Sextant Bond Picking
• -2.76% Russell Inv Unconstrained Bond
• -3.63% Alken Fund Income Opportunities
• -3.93% M&G (Lux) Emerging Markets Bond Fund
• -4.52% AXA Court Terme Dollar
• -4.99% Tikehau 2022
• -6.41% Salamandre Euro Rendement
• -7.54% La Française Rendement GL 2025
• -8.38% Sanso Objectif Durable 2024
• -10.48% SLF Opportunité High Yield 2023
• -12.12% Templeton Global Total Return
• -12.93% IVO Fixed Income
• -34.94% H2O Multibonds