Perf. YTD

Diversifiés/Flexibles

• 7.89% PIMCO GIS Dynamic Multi-Asset Fund
• 7.75% Carmignac Portfolio Patrimoine Europe
• 6.47% OFI RS MultiTrack
• 6.04% Carmignac Patrimoine
• 6.02% Carmignac Portfolio Emerging Patrimoine
• 5.68% BGF ESG Multi-Asset
• 4.65% JPM Global Macro Opportunities
• 4.12% NN (L) Patrimonial Balanced European Sustainable
• 4.10% Mansartis Investissements ISR
• 3.22% Covéa Flexible ISR
• 3.13% ACATIS GANÉ Value Event
• 2.17% Vivienne Ouessant
• 2.05% BNY Mellon Global Real Return Fund (EUR)
• 1.95% GF Fidélité
• 0.88% Invest Latitude Patrimoine
• 0.69% VEGA Euro Rendement
• 0.62% Richelieu Harmonies
• 0.53% Pictet Multi Asset Global Opportunities
• 0.47% Lombard Odier Funds-All Roads
• 0.21% LFIS Vision UCITS Perspective Strategy
• 0.07% Russell MAGS
• -0.32% Echiquier ARTY
• -0.40% Threadneedle Euro Dynamic Real Return
• -0.47% CPR Croissance Réactive
• -0.48% R-co Valor Balanced
• -0.64% DNCA Evolutif
• -0.68% Dorval Global Convictions
• -1.00% Tikehau Income Cross Assets
• -1.07% Ethna-Dynamisch
• -1.08% SLF (F) Multi Asset Moderate
• -1.19% Haas Epargne Patrimoine
• -1.31% R-co Valor
• -1.42% Sanso Convictions
• -2.23% Trusteam Optimum
• -2.26% ODDO BHF Exklusiv : Polaris Balanced
• -2.27% Fidelity Global Multi Asset Income Fund
• -2.47% Lazard Patrimoine
• -2.57% Nordea 1 - Stable Return
• -2.85% Invest Latitude Equilibre
• -3.12% Ethna-Aktiv
• -3.41% AXA WF Global Optimal Income
• -3.61% Amilton Solution
• -3.97% AXA WF Optimal Income
• -4.16% BBM V-Flex
• -4.19% JPMorgan Global Income
• -4.31% Sycomore Allocation Patrimoine
• -4.43% VEGA Patrimoine
• -4.63% Haas Epargne Réactif
• -5.03% Clartan Patrimoine
• -5.74% EdR Fund Income Europe
• -5.75% BNP Paribas Target Risk Balanced
• -5.83% M&G (Lux) Conservative Allocation
• -6.04% Sextant Grand Large
• -6.32% Jupiter Flexible Income
• -6.35% Dorval Convictions
• -6.36% Moneta Long Short
• -6.64% First Eagle Amundi International Fund
• -6.74% M&G (Lux) Dynamic Allocation
• -7.43% Mandarine Multi-Assets
• -8.45% Eurose
• -9.56% Fidelity Patrimoine
• -9.63% Otea 1
• -12.36% Wise 5
• -12.56% R-co Conviction Club
• -18.55% Clartan Valeurs

Perf. YTD

OPCVM Actions

• 53.08% Echiquier World Next Leaders
• 43.31% BGF World Technology
• 39.63% Echiquier Artificial Intelligence
• 35.85% MS Investment Funds - US Advantage
• 34.58% CM-CIC Global Gold
• 28.51% AXA WF Framlington Digital Economy
• 26.55% Franklin Technology
• 22.69% MainFirst Global Equities Fund
• 21.29% Candriam Equities L Oncology Impact
• 20.56% Russell Investments China Equity
• 19.11% BGF Sustainable Energy
• 18.11% BNP Paribas Funds Disruptive Technology
• 17.29% CPR Global Disruptive Opportunities
• 16.35% Lombard Odier Funds-World Brands
• 15.25% Thematics Safety
• 13.21% Pictet Biotech
• 12.92% Thematics AI and Robotics
• 12.61% AXA WF Framlington Robotech
• 10.45% BNY Mellon Mobility Innovation Fund
• 9.98% Pictet Digital
• 9.95% Thematics Meta
• 9.15% DNCA Invest Beyond Global Leaders
• 9.11% Athymis Millennial
• 7.98% JPMorgan Global Healthcare
• 7.70% Threadneedle GL Smaller Companies
• 7.24% Mirova Global Sustainable Equity
• 6.56% Pictet GL Environmental Opportunities
• 6.35% BNP Paribas Health Care Innovators
• 6.34% GemEquity
• 6.06% CM-CIC Global Leaders
• 5.28% Threadneedle (Lux) American Fund
• 4.50% DNCA Invest Beyond Semperosa
• 4.32% Echiquier World Equity Growth
• 3.68% Comgest Monde
• 3.64% OFI Invest US Equity
• 3.35% Jupiter Financial Innovation
• 3.32% MS INVF Global Sustain
• 3.31% Pictet Global Megatrend Selection
• 2.40% Pictet Security
• 1.77% Covéa Actions Europe Opportunités
• 1.30% EdR Fund Healthcare
• 0.16% Templeton Global Climate Change
• 0.13% CM-CIC Pierre
• -0.15% ODDO BHF Artificial Intelligence
• -0.18% Aviva Grandes Marques ISR
• -0.41% Lombard Odier Funds-Golden Age
• -0.47% La Française Inflection Point Carbon Impact Global
• -0.50% Templeton Asian Growth
• -0.55% NN (L) Global Equity Impact Opportunities
• -1.63% Pictet Water
• -2.08% Fidelity World
• -2.67% M&G (Lux) Positive Impact Fund
• -2.76% Mandarine Global Microcap
• -2.76% Thematics Water
• -3.16% Lazard Actions Américaines
• -3.63% AXA Europe Small Cap
• -3.94% BNP Paribas Aqua
• -4.51% Trusteam ROC
• -5.27% JPM Emerging Markets Small Cap
• -5.30% EdR Fund Big Data
• -6.26% Russell Investments World Equity Fund
• -6.67% Fidelity Sustainable Water & Waste
• -7.69% CPR Silver Age
• -9.72% M&G (Lux) Global Listed Infrastructure Fund
• -12.44% Generali France Future Leaders
• -18.53% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 11.36% Candriam Absolute Return Equity Market Neutral
• 8.85% Kirao Multicaps Alpha
• 5.61% Nordea 1 - Alpha 10 MA Fund
• 5.08% Threadneedle Pan European Absolute Alpha
• -0.21% G Fund - Alpha Fixed Income
• -2.48% H2O Largo
• -3.54% Sycomore L/S Opportunities
• -3.54% La Française Multistratégies Oblig
• -10.94% LFIS Vision UCITS Premia

AXA Investment Managers Paris

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

Mobile : 06 85 87 16 23

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Perf. YTD

OPCVM PEA

• 18.33% DNCA Invest Norden Europe
• 11.42% Montségur Croissance
• 11.10% Erasmus Small Cap Euro
• 10.89% Candriam EQ L Europe Innovation
• 10.87% Pluvalca Disruptive Opportunities
• 9.96% Mirova Europe Environmental Equity
• 8.91% Echiquier Positive Impact Europe
• 8.65% Sextant PME
• 8.11% ELEVA Leaders Small & Mid Cap Europe
• 7.46% Sycomore Eco Solutions
• 7.37% Richelieu Family Small Cap
• 7.20% Groupama Avenir Euro
• 7.13% Echiquier Agenor SRI Mid Cap Europe
• 6.79% G Fund - Avenir Small Cap Euro
• 6.20% Norden
• 4.96% Raymond James Europe Plus
• 4.75% Quadrator
• 4.74% Amilton Premium Europe
• 4.33% R-co Thematic Silver Plus
• 4.06% Tocqueville Megatrends ISR
• 3.97% DNCA Invest Archer Mid-Cap Europe
• 3.94% OFI RS Equity Climate Change
• 3.52% Covéa Terra
• 3.31% Sycomore Happy @ Work
• 3.10% Mandarine Active
• 3.01% Richelieu CityZen
• 2.31% Echiquier Major SRI Growth Europe
• 0.81% Haas Actions Croissance
• 0.52% Richelieu Pragma Europe
• 0.14% ODDO BHF Avenir Europe
• 0.13% Seven European Equity Fund
• 0.10% Mandarine Unique
• -0.39% CPR Croissance Dynamique
• -0.56% Sycomore Shared Growth
• -0.63% Quadrige Multicaps Europe
• -0.70% Mandarine Europe Microcap
• -1.07% Tocqueville Ulysse
• -1.33% Amplegest Pricing Power
• -1.60% EdR SICAV Euro Sustainable Growth
• -2.56% Erasmus Mid Cap Euro
• -3.56% Kirao Multicaps
• -5.27% Athymis Millennial Europe
• -6.23% VEGA France Opportunités
• -6.27% Fidelity Europe
• -6.81% FCP Mon PEA
• -7.07% Indépendance et Expansion France Small
• -7.21% Portzamparc Entrepreneurs
• -7.71% GIS SRI Ageing Population
• -9.01% Moneta Multi Caps
• -10.01% Sycomore Francecap
• -11.01% MainFirst Germany Fund
• -13.23% Fourpoints Euro Global Leaders
• -15.21% Dorval Manageurs Smid cap Euro
• -15.52% EdR SICAV Tricolore Rendement
• -16.20% Montségur Dividendes
• -17.75% Dorval Manageurs
• -18.28% BDL Convictions
• -19.57% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 19.33% Franklin GL Convertible Securities
• 11.60% Lazard Convertible Global
• -0.03% M Convertibles

Perf. YTD

OPCVM Obligations

• 4.49% Jupiter Dynamic Bond
• 3.98% M&G (Lux) Global Macro Bond Fund
• 3.78% Franklin European Total Return
• 3.42% Carmignac Unconstrained GL Bond
• 3.38% Mirova Global Green Bond
• 2.30% EdR Fund Bond Allocation
• 1.55% PIMCO GIS Diversified Income
• 0.83% Axiom Obligataire
• 0.45% Axiom Optimal Fix
• -0.61% Candriam Patrimoine Obli-Inter
• -2.00% Sextant Bond Picking
• -2.12% M&G (Lux) Emerging Markets Bond Fund
• -2.31% Russell Inv Unconstrained Bond
• -2.55% Tikehau 2022
• -4.37% AXA Court Terme Dollar
• -4.73% Salamandre Euro Rendement
• -5.74% La Française Rendement GL 2025
• -6.55% Sanso Objectif Durable 2024
• -8.26% SLF Opportunité High Yield 2023
• -11.45% IVO Fixed Income
• -12.80% Templeton Global Total Return