Perf. YTD

Diversifiés/Flexibles

• 5.78% ACATIS GANÉ Value Event
• 4.56% Carmignac Portfolio Patrimoine Europe
• 4.15% Carmignac Portfolio Emerging Patrimoine
• 4.10% JPM Global Macro Opportunities
• 3.80% Carmignac Patrimoine
• 3.03% Vivienne Ouessant
• 2.13% Flexigestion Patrimoine
• 1.94% OFI RS MultiTrack
• 1.38% Invest Latitude Patrimoine
• 1.32% DNCA Evolutif
• 1.29% NN (L) Patrimonial Balanced European Sustainable
• 0.95% BGF Global Allocation
• 0.60% Covéa Flexible ISR
• -0.14% Pictet Multi Asset Global Opportunities
• -0.24% GF Fidélité
• -0.59% CPR Croissance Réactive
• -0.78% BNY Mellon Global Real Return Fund (EUR)
• -1.03% Lombard Odier Funds-All Roads
• -1.05% LFIS Vision UCITS Perspective Strategy
• -1.28% Richelieu Harmonies
• -1.40% VEGA Euro Rendement
• -1.66% Ethna-Dynamisch
• -1.67% Invest Latitude Equilibre
• -2.01% Haas Epargne Patrimoine
• -2.03% Russell MAGS
• -2.04% Threadneedle Euro Dynamic Real Return
• -2.13% SLF (F) Multi Asset Moderate
• -2.51% Echiquier ARTY
• -2.69% Dorval Global Convictions
• -2.81% Sanso Convictions
• -3.03% ODDO BHF Exklusiv : Polaris Balanced
• -3.07% R-co Valor Balanced
• -3.10% Ethna-Aktiv
• -3.33% Nordea 1 - Stable Return
• -3.45% Tikehau Income Cross Assets
• -3.46% Trusteam Optimum
• -4.20% Lazard Patrimoine
• -4.27% BGF Global Multi Asset Income
• -4.54% R-co Valor
• -4.81% Clartan Patrimoine
• -4.89% Fidelity Global Multi Asset Income Fund
• -4.93% BBM V-Flex
• -5.48% AXA WF Global Optimal Income
• -5.58% Haas Epargne Réactif
• -5.63% Dorval Convictions
• -5.66% Sycomore Allocation Patrimoine
• -6.07% M&G (Lux) Conservative Allocation
• -6.42% Aberdeen Standard SICAV I – Diversified Growth
• -6.88% AXA WF Optimal Income
• -7.00% JPMorgan Global Income
• -7.16% Jupiter Flexible Income
• -7.16% Sextant Grand Large
• -7.36% EdR Fund Income Europe
• -7.44% BNP Paribas Target Risk Balanced
• -7.65% Mandarine Multi-Assets
• -8.02% Amilton Solution
• -8.31% M&G (Lux) Dynamic Allocation
• -9.34% Moneta Long Short
• -9.34% Eurose
• -9.46% First Eagle Amundi International Fund
• -9.66% Lazard Patrimoine Croissance
• -10.58% Fidelity Patrimoine
• -11.67% Otea 1
• -13.96% Wise 5
• -14.46% R-co Conviction Club
• -18.68% Clartan Valeurs
• -24.63% H2O Moderato
• -62.36% H2O Multistrategies

Perf. YTD

OPCVM Actions

• 52.08% Echiquier Artificial Intelligence
• 30.83% Franklin Technology
• 26.61% Russell Investments China Equity
• 24.23% AXA WF Framlington Digital Economy
• 18.24% BNP Paribas Funds Disruptive Technology
• 17.78% CPR Global Disruptive Opportunities
• 16.55% Pictet Biotech
• 15.23% Lombard Odier Funds-World Brands
• 12.98% Pictet Digital
• 12.87% Candriam Equities L Oncology Impact
• 11.48% Thematics AI and Robotics
• 11.35% AXA WF Framlington Robotech
• 11.33% Thematics Safety
• 10.59% BNY Mellon Mobility Innovation Fund
• 10.38% Jupiter Financial Innovation
• 9.97% DNCA Invest Beyond Global Leaders
• 8.63% Thematics Meta
• 7.19% JPMorgan Global Healthcare
• 5.86% Athymis Millennial
• 5.61% GemEquity
• 5.14% Mirova Global Sustainable Equity
• 4.97% EdR Fund Healthcare
• 4.81% Comgest Monde
• 4.12% CM-CIC Global Leaders
• 3.38% ODDO BHF Artificial Intelligence
• 2.88% Pictet GL Environmental Opportunities
• 2.88% Threadneedle GL Smaller Companies
• 2.78% Echiquier World Equity Growth
• 1.64% Pictet Security
• 1.40% OFI Invest US Equity
• 0.45% Pictet Global Megatrend Selection
• -0.28% Templeton Asian Growth
• -0.43% DNCA Invest Beyond Semperosa
• -0.64% NN (L) Global Equity Impact Opportunities
• -0.70% La Française Inflection Point Carbon Impact Global
• -0.89% Lombard Odier Funds-Golden Age
• -1.09% Threadneedle (Lux) American Fund
• -1.23% Fidelity World
• -1.73% Covéa Actions Europe Opportunités
• -2.54% Aviva Grandes Marques ISR
• -3.43% M&G (Lux) Positive Impact Fund
• -3.45% Trusteam ROC
• -4.69% EdR Fund Big Data
• -5.79% CM-CIC Pierre
• -6.34% Pictet Water
• -6.71% Thematics Water
• -7.17% Templeton Global Climate Change
• -8.08% CPR Silver Age
• -8.34% Russell Investments World Equity Fund
• -8.44% AXA Europe Small Cap
• -8.69% Mandarine Global Microcap
• -9.02% JPM Emerging Markets Small Cap
• -9.96% M&G (Lux) Global Listed Infrastructure Fund
• -11.47% BNP Paribas Aqua
• -11.64% Fidelity Sustainable Water & Waste
• -17.21% Generali France Future Leaders
• -20.94% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 8.13% Candriam Absolute Return Equity Market Neutral
• 6.54% Kirao Multicaps Alpha
• 3.82% Nordea 1 - Alpha 10 MA Fund
• 2.80% Threadneedle Pan European Absolute Alpha
• -0.27% G Fund - Alpha Fixed Income
• -3.86% H2O Largo
• -4.53% Sycomore L/S Opportunities
• -5.18% DNCA Invest Alpha Bonds
• -5.49% La Française Multistratégies Oblig
• -8.76% Alken Fund Absolute Return Europe
• -11.37% 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

• 9.75% Pluvalca Disruptive Opportunities
• 9.49% Montségur Croissance
• 3.98% Echiquier Positive Impact Europe
• 3.90% Erasmus Small Cap Euro
• 3.44% Candriam EQ L Europe Innovation
• 2.34% Mirova Europe Environmental Equity
• 0.99% DNCA Invest Europe Growth
• 0.98% ELEVA Leaders Small & Mid Cap Europe
• 0.78% Echiquier Agenor SRI Mid Cap Europe
• 0.47% Amilton Premium Europe
• 0.00% DNCA Invest Archer Mid-Cap Europe
• 0.00% Mandarine Active
• -0.05% Groupama Avenir Euro
• -0.16% Richelieu Family Small Cap
• -0.28% Tocqueville Megatrends ISR
• -0.33% Echiquier Major SRI Growth Europe
• -1.29% Sycomore Shared Growth
• -1.44% G Fund - Avenir Small Cap Euro
• -1.71% Seven European Equity Fund
• -1.83% Haas Actions Croissance
• -2.08% OFI RS Equity Climate Change
• -2.14% Sycomore Happy @ Work
• -2.61% Sextant PME
• -2.73% CPR Croissance Dynamique
• -2.82% Quadrator
• -3.13% Quadrige Multicaps Europe
• -3.25% Norden
• -4.07% BGF Euro-Markets
• -4.13% Covéa Terra
• -4.70% Amplegest Pricing Power
• -4.75% EdR SICAV Euro Sustainable Growth
• -4.75% Mandarine Unique
• -4.82% Richelieu Pragma Europe
• -5.15% ODDO BHF Avenir Europe
• -6.99% Mandarine Europe Microcap
• -7.15% Kirao Multicaps
• -7.48% Erasmus Mid Cap Euro
• -8.55% Athymis Millennial Europe
• -9.74% VEGA France Opportunités
• -9.94% Tocqueville Ulysse
• -10.08% FCP Mon PEA
• -10.29% Seeyond Europe MinVol
• -10.29% Portzamparc Entrepreneurs
• -10.34% Fidelity Europe
• -10.38% GIS SRI Ageing Population
• -12.92% Moneta Multi Caps
• -14.88% BNP Paribas Europe Small Cap
• -15.31% Indépendance et Expansion France Small
• -15.59% Sycomore Francecap
• -15.88% Fourpoints Euro Global Leaders
• -16.80% EdR SICAV Tricolore Rendement
• -17.52% Dorval Manageurs Smid cap Euro
• -17.83% Montségur Dividendes
• -18.44% MainFirst Germany Fund
• -19.27% Richelieu Croissance PME
• -20.17% BDL Convictions
• -20.56% Quadrige France Smallcaps
• -21.38% Dorval Manageurs
• -23.04% Alken Fund European Opportunities
• -23.25% R-co Conviction Equity Value Euro
• -23.38% Centifolia
• -23.75% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 16.07% Franklin GL Convertible Securities
• -3.43% M Convertibles

Perf. YTD

OPCVM Obligations

• 6.20% M&G (Lux) Global Macro Bond Fund
• 3.49% Jupiter Dynamic Bond
• 2.26% Carmignac Unconstrained GL Bond
• 1.76% Franklin European Total Return
• -0.05% PIMCO GIS Diversified Income
• -0.20% EdR Fund Bond Allocation
• -0.26% AXA Court Terme Dollar
• -0.75% Axiom Optimal Fix
• -1.46% Axiom Obligataire
• -1.56% Candriam Patrimoine Obli-Inter
• -2.67% Lazard Credit Fi
• -3.36% Russell Inv Unconstrained Bond
• -3.59% Sextant Bond Picking
• -4.96% Alken Fund Income Opportunities
• -5.72% M&G (Lux) Emerging Markets Bond Fund
• -5.91% Tikehau 2022
• -6.67% Salamandre Euro Rendement
• -7.11% Templeton Global Total Return
• -8.53% La Française Rendement GL 2025
• -8.57% Sanso Objectif Durable 2024
• -10.05% MainFirst EM Corporate Bond Fund Balanced
• -10.60% SLF Opportunité High Yield 2023
• -13.43% IVO Fixed Income
• -34.29% H2O Multibonds