Perf. YTD

Diversifiés/Flexibles

• 14.70% Carmignac Portfolio Emerging Patrimoine
• 12.86% Carmignac Portfolio Patrimoine Europe
• 12.06% PIMCO GIS Dynamic Multi-Asset Fund
• 10.65% OFI RS MultiTrack
• 10.60% Carmignac Patrimoine
• 9.07% BGF ESG Multi-Asset
• 9.01% JPM Global Macro Opportunities
• 8.68% Mansartis Investissements ISR
• 6.63% NN (L) Patrimonial Balanced European Sustainable
• 5.41% ACATIS GANÉ Value Event
• 5.22% Covéa Flexible ISR
• 5.21% Vivienne Ouessant
• 5.19% R-co Valor
• 4.45% GF Fidélité
• 4.20% BNY Mellon Global Real Return Fund (EUR)
• 3.89% Threadneedle Euro Dynamic Real Return
• 3.74% Dorval Global Convictions
• 3.66% R-co Valor Balanced
• 3.66% Richelieu Harmonies
• 3.65% Dorval Global Convictions Patrimoine
• 3.56% Ethna-Dynamisch
• 3.55% Russell MAGS
• 2.76% ODDO BHF Polaris Moderate
• 2.75% Pictet Multi Asset Global Opportunities
• 2.16% Echiquier ARTY
• 2.11% VEGA Euro Rendement
• 1.56% Lombard Odier Funds-All Roads
• 1.52% LFIS Vision UCITS Perspective Strategy
• 1.23% CPR Croissance Réactive
• 1.09% Lazard Patrimoine SRI
• 0.97% Sanso Convictions
• 0.92% Invest Latitude Patrimoine
• 0.83% VEGA Patrimoine
• 0.49% Fidelity Global Multi Asset Income Fund
• 0.37% Trusteam Optimum
• 0.32% Jupiter Flexible Income
• 0.31% SLF (F) Multi Asset Moderate
• 0.05% JPMorgan Global Income
• 0.01% Moneta Long Short
• -0.29% Nordea 1 - Stable Return
• -0.29% Haas Epargne Patrimoine
• -0.43% ODDO BHF Exklusiv : Polaris Balanced
• -0.53% AXA WF Optimal Income
• -0.66% Dorval Convictions
• -0.71% Ethna-Aktiv
• -0.92% M&G (Lux) Dynamic Allocation
• -0.99% Tikehau Income Cross Assets
• -1.15% Sycomore Allocation Patrimoine
• -1.15% DNCA Evolutif
• -1.38% Otea 1
• -1.46% AXA WF Global Optimal Income
• -1.96% Haas Epargne Réactif
• -2.20% M&G (Lux) Conservative Allocation
• -2.66% Invest Latitude Equilibre
• -3.37% EdR Fund Income Europe
• -3.87% Clartan Patrimoine
• -3.87% BNP Paribas Target Risk Balanced
• -3.93% Amilton Solution
• -4.16% First Eagle Amundi International Fund
• -4.17% Eurose
• -4.27% Sextant Grand Large
• -4.86% Mandarine Multi-Assets
• -6.27% Wise 5
• -6.64% R-co Conviction Club
• -6.82% Fidelity Patrimoine
• -13.68% Clartan Valeurs

Perf. YTD

OPCVM Actions

• 77.56% Echiquier World Next Leaders
• 71.88% Echiquier Artificial Intelligence
• 69.49% BGF World Technology
• 57.47% M Climate Solutions
• 56.64% MS Investment Funds - US Advantage
• 45.57% Franklin Technology
• 41.63% AXA WF Framlington Digital Economy
• 39.64% BGF Sustainable Energy
• 38.21% MainFirst Global Equities Fund
• 33.88% CPR Global Disruptive Opportunities
• 32.60% BNY Mellon Mobility Innovation Fund
• 30.33% Russell Investments China Equity
• 29.79% BNP Paribas Funds Disruptive Technology
• 28.84% Carmignac Investissement
• 28.40% AXA WF Framlington Robotech
• 28.11% Thematics AI and Robotics
• 26.58% Lombard Odier Funds-World Brands
• 25.07% Candriam Equities L Oncology Impact
• 23.61% Thematics Safety
• 22.20% Threadneedle GL Smaller Companies
• 20.28% Thematics Meta
• 19.11% Pictet Digital
• 18.30% Athymis Millennial
• 18.06% Pictet GL Environmental Opportunities
• 16.30% DNCA Invest Beyond Global Leaders
• 16.20% Pictet Biotech
• 15.58% Threadneedle (Lux) American Fund
• 14.69% GemEquity
• 14.63% Mirova Global Sustainable Equity
• 14.44% Jupiter Financial Innovation
• 13.52% Echiquier World Equity Growth
• 13.41% CM-CIC Global Gold
• 12.51% OFI Invest US Equity
• 12.29% Templeton Global Climate Change
• 12.01% CM-CIC Global Leaders
• 11.84% JPMorgan Global Healthcare
• 11.80% Pictet Global Megatrend Selection
• 10.30% Pictet Security
• 10.25% Templeton Asian Growth
• 9.55% La Française Inflection Point Carbon Impact Global
• 9.06% EdR Fund Big Data
• 8.87% Comgest Monde
• 8.74% Fidelity World
• 8.36% M&G (Lux) Positive Impact Fund
• 8.15% Lombard Odier Funds-Golden Age
• 8.09% DNCA Invest Beyond Semperosa
• 7.60% NN (L) Global Equity Impact Opportunities
• 7.02% BNP Paribas Health Care Innovators
• 6.75% Aviva Grandes Marques ISR
• 6.57% Mandarine Global Microcap
• 4.83% MS INVF Global Sustain
• 3.88% BNP Paribas Aqua
• 3.77% Covéa Actions Europe Opportunités
• 3.74% Pictet Water
• 3.56% Lazard Actions Américaines
• 3.54% EdR Fund Healthcare
• 3.11% JPM Emerging Markets Small Cap
• 2.95% Thematics Water
• 2.66% Axiom European Banks Equity
• 1.67% CM-CIC Pierre
• 1.37% Russell Investments World Equity Fund
• 1.14% Fidelity Sustainable Water & Waste
• 0.45% Trusteam ROC
• -0.55% AXA Europe Small Cap
• -5.65% M&G (Lux) Global Listed Infrastructure Fund
• -5.66% CPR Silver Age
• -5.76% Generali France Future Leaders

Perf. YTD

OPCVM Absolute Return

• 10.83% Candriam Absolute Return Equity Market Neutral
• 7.08% Nordea 1 - Alpha 10 MA Fund
• 5.99% Kirao Multicaps Alpha
• 1.62% Sycomore L/S Opportunities
• 0.38% G Fund - Alpha Fixed Income
• -0.27% Threadneedle Pan European Absolute Alpha
• -1.21% H2O Largo
• -2.47% La Française Multistratégies Oblig
• -9.37% 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

• 22.86% DNCA Invest Norden Europe
• 22.37% Sextant PME
• 20.23% Erasmus Small Cap Euro
• 20.18% Sycomore Eco Solutions
• 18.47% Pluvalca Disruptive Opportunities
• 18.27% Mirova Europe Environmental Equity
• 15.84% ODDO BHF Active Small Cap
• 15.79% G Fund - Avenir Small Cap
• 15.45% Groupama Avenir Euro
• 14.92% Richelieu Family Small Cap
• 14.84% Montségur Croissance
• 13.10% DNCA Invest Archer Mid-Cap Europe
• 11.99% Echiquier Positive Impact Europe
• 11.89% Amilton Premium Europe
• 11.45% Candriam EQ L Europe Innovation
• 11.30% ELEVA Leaders Small & Mid Cap Europe
• 11.20% Quadrator
• 9.91% Echiquier Agenor SRI Mid Cap Europe
• 9.81% Mandarine Europe Microcap
• 9.74% Covéa Terra
• 9.55% Norden SRI
• 8.99% Raymond James Europe Plus
• 8.16% OFI RS Equity Climate Change
• 8.06% Tocqueville Megatrends ISR
• 7.83% R-co Thematic Silver Plus
• 7.79% Mandarine Active
• 7.58% Richelieu CityZen
• 6.92% Tocqueville Ulysse
• 6.79% Sycomore Happy @ Work
• 6.76% Haas Actions Croissance
• 5.95% ODDO BHF Avenir Europe
• 5.66% CPR Croissance Dynamique
• 4.78% AXA IM Euro Sélection
• 4.44% Quadrige Multicaps Europe
• 3.65% Echiquier Major SRI Growth Europe
• 3.24% Sycomore Shared Growth
• 2.98% Richelieu Pragma Europe
• 2.93% Mandarine Unique
• 2.66% Erasmus Mid Cap Euro
• 2.55% EdR SICAV Euro Sustainable Growth
• 2.38% Indépendance et Expansion France Small
• 1.01% Moneta Multi Caps
• 1.01% Amplegest Pricing Power
• -0.74% MainFirst Germany Fund
• -0.77% Fidelity Europe
• -0.79% Seven European Equity Fund
• -0.87% Athymis Millennial Europe
• -0.90% VEGA France Opportunités
• -0.97% FCP Mon PEA
• -1.87% Kirao Multicaps
• -2.46% Portzamparc Entrepreneurs
• -5.12% Sycomore Francecap
• -5.52% GIS SRI Ageing Population
• -6.78% Dorval Manageurs Smid cap Euro
• -8.34% Fourpoints Euro Global Leaders
• -9.20% BDL Convictions
• -9.41% Dorval Manageurs
• -10.00% EdR SICAV Tricolore Rendement
• -11.57% Montségur Dividendes
• -12.55% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 31.86% Franklin GL Convertible Securities
• 22.18% Lazard Convertible Global
• 19.86% M Global Convertibles

Perf. YTD

OPCVM Obligations

• 8.29% Carmignac PTF U Euro Fixed Income
• 6.81% Franklin European Total Return
• 5.48% Jupiter Dynamic Bond
• 5.19% Mirova Global Green Bond
• 4.76% EdR Fund Bond Allocation
• 3.96% Axiom Obligataire
• 3.54% PIMCO GIS Diversified Income
• 3.15% M&G (Lux) Global Macro Bond Fund
• 2.14% Sextant Bond Picking
• 1.72% Axiom Optimal Fix
• 0.43% M&G (Lux) Emerging Markets Bond Fund
• 0.24% Candriam Patrimoine Obli-Inter
• -0.25% Tikehau 2022
• -0.73% Russell Inv Unconstrained Bond
• -2.57% Salamandre Euro Rendement
• -2.75% La Française Rendement GL 2025
• -3.36% SLF Opportunité High Yield 2023
• -3.41% Sanso Objectif Durable 2024
• -5.60% AXA Court Terme Dollar
• -7.03% IVO Fixed Income
• -14.47% Templeton Global Total Return