Perf. YTD

Diversifiés/Flexibles

• 14.88% R-co Valor
• 10.79% Lazard Patrimoine Croissance
• 10.54% ODDO BHF Polaris Balanced
• 9.55% Invest Latitude Monde
• 9.47% Mandarine Multi-Assets
• 9.25% Fidelity Global Multi Asset Income Fund
• 7.33% Threadneedle Euro Dynamic Real Return
• 7.10% ACATIS GANÉ Value Event
• 6.36% First Eagle Amundi International Fund
• 6.32% JPMorgan Global Income
• 6.17% DNCA Evolutif
• 6.12% Russell MAGS
• 6.11% H2O Multistrategies
• 6.11% BGF GL Multi Asset Income
• 5.93% AXA WF Optimal Income
• 5.78% Carmignac Portfolio Patrimoine Europe
• 5.64% BGF GL Allocation
• 5.63% BNY Mellon Global Real Return Fund
• 5.43% AXA WF Global Optimal Income
• 5.36% Covéa Profil Equilibre
• 5.00% LFIS Vision UCITS - Equity Defender
• 4.82% SLF (F) Defensive
• 4.76% EdR Equity Europe Solve
• 4.67% Tikehau Income Cross Assets
• 4.61% OFI RS Equilibre
• 4.56% Gaspal Patrimoine
• 4.49% Nordea 1 - Stable Return
• 4.25% Lombard Odier Funds-All Roads
• 4.16% CPR Croissance Réactive
• 4.13% R-co Club
• 4.13% Carmignac Patrimoine
• 4.05% GIS Global Multi Asset Income
• 3.74% EdR Fund Income Europe
• 3.72% BBM V-Flex
• 3.66% Carmignac Portfolio Emerging Patrimoine
• 3.58% Moneta Long Short
• 3.49% Echiquier ARTY
• 3.48% M&G (Lux) Dynamic Allocation
• 3.25% Fidelity Patrimoine
• 3.21% Sycomore Allocation Patrimoine
• 3.08% Ethna-Dynamisch
• 2.88% H2O Moderato
• 2.82% Aberdeen Standard SICAV I – Diversified Growth
• 2.76% Pictet Multi Asset Global Opportunities
• 2.76% Flexigestion Patrimoine
• 2.72% Haas Epargne Patrimoine
• 2.70% Lazard Patrimoine
• 2.61% Eurose
• 2.46% Wise 5
• 2.06% M&G (Lux) Conservative Allocation
• 1.99% OFI RS Prudent
• 1.96% Trusteam Optimum
• 1.93% R-co Alizés
• 1.69% Dorval Convictions
• 1.15% Dorval Global Convictions
• 0.91% Sextant Grand Large
• 0.61% Sycomore Partners
• 0.57% JPM Global Macro Opportunities
• -3.51% THEAM EQ Europe Income Defensive

Perf. YTD

OPCVM Actions

• 23.46% CPR Global Disruptive Opportunities
• 21.87% Pictet GL Environmental Opportunities
• 21.82% Franklin US Opportunities
• 19.10% AXA WF Framlington Digital Economy
• 18.77% Threadneedle GL Smaller Companies
• 18.38% Pictet Security
• 17.68% Pictet Biotech
• 16.98% CM-CIC Pierre
• 16.78% CM-CIC Global Leaders
• 16.65% Athymis Millennial
• 16.55% Pictet Digital
• 16.24% Pictet Water
• 16.10% Russell Investments China Equity
• 16.07% Covéa Actions Croissance
• 15.88% AXA WF Framlington Robotech
• 15.80% Echiquier World Equity Growth
• 15.59% BNY Mellon Global Equity Income Fund
• 15.27% Pictet Global Megatrend Selection
• 14.65% EdR Fund Big Data
• 14.42% Fidelity World
• 14.25% Aviva Grandes Marques ISR
• 14.06% Aviva Valeurs Immobilières
• 13.93% Russell Global Defensive Equity Fund
• 13.33% La Française Inflection Point Carbon Impact Global
• 13.00% Threadneedle (Lux) American Fund
• 12.81% Monde Gan
• 12.48% Comgest Monde
• 12.24% M&G (Lux) Global Dividend Fund
• 11.87% THEAM Quant Equity Europe Guru
• 11.43% EdR Fund US Value
• 10.91% CPR Silver Age
• 10.73% Generali France Future Leaders
• 10.19% Mandarine Global Microcap
• 8.66% JPMorgan Global Healthcare
• 7.84% Lombard Odier Funds-Golden Age
• 7.29% GemEquity
• 6.36% Templeton Emerging Markets Smaller Companies
• 6.29% JPM Emerging Markets Small Cap
• 5.97% Trusteam ROC
• 5.55% MainFirst Global Equities Fund
• 5.46% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 16.24% Threadneedle Pan European Absolute Alpha
• 5.66% Lombard Odier Funds-Fundamental Equity Long/Short
• 3.91% Kirao Multicaps Alpha
• 3.47% Nordea 1 - Alpha 10 MA Fund
• 3.44% ELEVA Absolute Return Europe
• 3.34% Alken Fund Absolute Return Europe
• 2.95% Franklin K2 Alternative Strategies
• 2.47% Sycomore L/S Opportunities
• 2.30% LFIS Vision UCITS Premia
• 0.65% DNCA Invest Alpha Bonds
• 0.55% M&G (Lux) Global Target Return Fund
• -0.84% Schroder ISF Emerging Markets Debt Absolute Return
• -1.38% Phileas L/S Europe
• -2.67% Sunny Multi Strategic Bonds
• -4.62% Candriam Absolute Return Equity Market Neutral
• -7.30% Schroder ISF European Alpha Absolute Return

AXA Investment Managers Paris

Isabelle DE GAVOTY
Gérante de Fonds - 92 (Hauts-de-Seine)

Mobile : 06 85 87 16 23

Connectez-vous Déjà membre ?

Inscrivez-vous Pas encore membre ?

Perf. YTD

OPCVM PEA

• 20.02% Echiquier Agenor Mid Cap Europe
• 17.22% Mandarine Unique
• 17.17% Montségur Croissance
• 16.82% Fidelity Europe
• 16.72% Amplegest Pricing Power
• 16.06% AXA Europe Small Cap
• 15.90% BGF Euro-Markets
• 15.79% Quadrige Europe Midcaps
• 15.78% Candriam EQ L Europe Innovation
• 15.62% Pluvalca Disruptive Opportunities
• 15.58% Quadrige Multicaps Europe
• 15.19% Fourpoints Euro Global Leaders
• 15.12% DNCA Invest Europe Growth
• 14.95% Quadrator
• 14.79% Richelieu Family Small Cap
• 14.04% ODDO BHF Avenir Europe
• 13.64% MainFirst Germany Fund
• 13.49% Erasmus Mid Cap Euro
• 13.32% ETF BNPP EuroStoxx50
• 13.01% Amilton Premium Europe
• 13.00% Sycomore Happy @ Work
• 12.88% Fidelity Nordic
• 12.49% Kirao Multicaps
• 12.42% DNCA Invest Archer Mid-Cap Europe
• 12.38% Covéa Actions Europe Opportunités
• 12.34% Seven European Equity Fund
• 12.29% GIS SRI Ageing Population
• 11.74% Mandarine Europe Microcap
• 11.65% Lombard Odier Funds-Europe High Conviction
• 11.55% Tocqueville Megatrends
• 11.50% Alken Fund European Opportunities
• 11.44% Mandarine Opportunités
• 11.36% Erasmus Small Cap Euro
• 11.27% FCP Mon PEA
• 11.19% Moneta Multi Caps
• 10.83% OFI RS European Equity Positive Economy
• 10.77% Dorval Manageurs
• 10.51% Richelieu Croissance PME
• 10.46% Sycomore Francecap
• 9.91% Richelieu France
• 9.90% ODDO BHF Génération
• 9.59% Templeton Euroland
• 9.59% Maxima
• 9.57% Norden
• 9.30% BDL Convictions
• 9.02% Gaspal Croissance Dividendes
• 8.96% Phileas Equity Europe
• 8.60% Schroder ISF Euro Equity
• 8.21% Portzamparc PME
• 8.00% EdR Tricolore Rendement
• 7.88% Richelieu Spécial
• 7.67% CPR Croissance Dynamique
• 7.61% Amilton Small Caps
• 7.61% Tocqueville Ulysse
• 7.54% Montségur Rendement
• 7.53% Sycomore Shared Growth
• 7.19% Dorval Manageurs Small Cap Euro
• 7.02% Dorval Manageurs Europe
• 5.50% R-co Conviction Euro
• 5.29% Centifolia
• 5.04% Sextant PME

Perf. YTD

OPCVM Obligations Convertibles

• 11.67% Franklin GL Convertible Securities
• 4.14% M Convertibles
• 3.27% Lombard Odier Funds-Convertible Bond

Perf. YTD

OPCVM Obligations

• 15.35% H2O Multibonds
• 7.19% Fidelity Emerging Market Total Return
• 5.97% Tikehau 2022
• 5.87% M&G (Lux) Emerging Markets Bond Fund
• 5.82% La Française Rendement GL 2025
• 5.36% M&G (Lux) Global Macro Bond Fund
• 4.38% Lazard Credit Fi
• 4.35% SLF Opportunité High Yield 2021
• 4.32% SLGP Corporate Bonds
• 4.27% Schroder ISF Global Credit Income
• 3.78% Salamandre Euro Rendement
• 3.75% Sanso Objectif Durable 2024
• 3.74% Aviva Investors Alpha Yield
• 3.59% AXA Court Terme Dollar
• 3.43% Templeton GL Total Return
• 3.16% Axiom Obligataire
• 2.63% Groupama Axiom Legacy 21
• 2.45% Axiom Optimal Fix
• 2.27% Candriam Patrimoine Obli Inter
• 2.16% Russell Inv Unconstrained Bond
• 1.96% Sunny Euro Strategic
• 1.91% Carmignac Unconstrained GL Bond
• 1.73% EdR Fund Bond Allocation
• 1.31% La Française Multistratégies Oblig
• 0.64% Sextant Bond Picking