Perf. YTD

Diversifiés/Flexibles

• 16.95% R-co Valor
• 12.56% Lazard Patrimoine Croissance
• 12.36% ODDO BHF Polaris Balanced
• 11.47% Otea 1
• 11.24% Mandarine Multi-Assets
• 10.61% Invest Latitude Monde
• 10.22% Fidelity Global Multi Asset Income Fund
• 8.66% First Eagle Amundi International Fund
• 8.22% ACATIS GANÉ Value Event
• 7.78% Carmignac Portfolio Patrimoine Europe
• 7.76% Threadneedle Euro Dynamic Real Return
• 7.52% DNCA Evolutif
• 7.18% Russell MAGS
• 7.18% JPMorgan Global Income
• 7.01% BGF GL Multi Asset Income
• 7.01% BNY Mellon Global Real Return Fund
• 6.88% LFIS Vision UCITS - Equity Defender
• 6.87% BGF GL Allocation
• 6.19% AXA WF Global Optimal Income
• 6.11% EdR Equity Europe Solve
• 6.05% AXA WF Optimal Income
• 5.88% Lombard Odier Funds-All Roads
• 5.86% Carmignac Portfolio Emerging Patrimoine
• 5.83% SLF (F) Defensive
• 5.76% Covéa Profil Equilibre
• 5.55% OFI RS Equilibre
• 5.50% Nordea 1 - Stable Return
• 5.39% Carmignac Patrimoine
• 5.28% Tikehau Income Cross Assets
• 5.24% Gaspal Patrimoine
• 4.97% R-co Club
• 4.87% GIS Global Multi Asset Income
• 4.85% Moneta Long Short
• 4.79% CPR Croissance Réactive
• 4.62% EdR Fund Income Europe
• 4.37% BBM V-Flex
• 4.31% Echiquier ARTY
• 3.75% H2O Multistrategies
• 3.65% M&G (Lux) Dynamic Allocation
• 3.53% Sycomore Allocation Patrimoine
• 3.52% Ethna-Dynamisch
• 3.52% Wise 5
• 3.50% Lazard Patrimoine
• 3.43% Flexigestion Patrimoine
• 3.41% Pictet Multi Asset Global Opportunities
• 3.33% Eurose
• 3.16% Fidelity Patrimoine
• 3.00% Haas Epargne Patrimoine
• 2.93% Aberdeen Standard SICAV I – Diversified Growth
• 2.61% OFI RS Prudent
• 2.38% R-co Alizés
• 2.24% Trusteam Optimum
• 2.14% M&G (Lux) Conservative Allocation
• 1.99% H2O Moderato
• 1.94% Dorval Global Convictions
• 1.67% Dorval Convictions
• 1.45% Sextant Grand Large
• 1.14% JPM Global Macro Opportunities
• 1.14% Sycomore Partners

Perf. YTD

OPCVM Actions

• 25.73% CPR Global Disruptive Opportunities
• 24.75% Franklin US Opportunities
• 24.56% Pictet GL Environmental Opportunities
• 21.49% AXA WF Framlington Digital Economy
• 20.80% Threadneedle GL Smaller Companies
• 20.27% Pictet Security
• 20.22% Pictet Water
• 19.81% AXA WF Framlington Robotech
• 19.19% CM-CIC Global Leaders
• 19.10% Covéa Actions Croissance
• 17.98% Russell Investments China Equity
• 17.94% AXA Europe Small Cap
• 17.46% Pictet Global Megatrend Selection
• 17.36% Athymis Millennial
• 17.25% BNY Mellon Global Equity Income Fund
• 17.20% Echiquier World Equity Growth
• 16.31% Pictet Digital
• 16.30% Fidelity World
• 16.23% CM-CIC Pierre
• 15.65% Pictet Biotech
• 15.51% Russell Global Defensive Equity Fund
• 15.31% Aviva Valeurs Immobilières
• 15.19% EdR Fund Big Data
• 14.90% Threadneedle (Lux) American Fund
• 14.63% La Française Inflection Point Carbon Impact Global
• 14.34% Aviva Grandes Marques ISR
• 14.05% Monde Gan
• 14.02% Comgest Monde
• 13.43% CPR Silver Age
• 13.36% Generali France Future Leaders
• 12.29% M&G (Lux) Global Dividend Fund
• 11.77% Lombard Odier Funds-Golden Age
• 10.89% GemEquity
• 10.68% EdR Fund US Value
• 9.93% JPMorgan Global Healthcare
• 8.29% JPM Emerging Markets Small Cap
• 7.92% Mandarine Global Microcap
• 7.53% Trusteam ROC
• 7.28% Templeton Emerging Markets Smaller Companies
• 6.29% MainFirst Global Equities Fund
• 5.12% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 18.23% Threadneedle Pan European Absolute Alpha
• 6.47% Lombard Odier Funds-Fundamental Equity Long/Short
• 4.94% Nordea 1 - Alpha 10 MA Fund
• 4.39% Kirao Multicaps Alpha
• 3.65% ELEVA Absolute Return Europe
• 3.64% Franklin K2 Alternative Strategies
• 3.38% Alken Fund Absolute Return Europe
• 3.09% Sycomore L/S Opportunities
• 2.27% LFIS Vision UCITS Premia
• 0.64% DNCA Invest Alpha Bonds
• 0.59% Schroder ISF Emerging Markets Debt Absolute Return
• 0.40% M&G (Lux) Global Target Return Fund
• -1.72% Phileas L/S Europe
• -3.54% Sunny Multi Strategic Bonds
• -5.45% Candriam Absolute Return Equity Market Neutral
• -7.67% Schroder ISF European Alpha Absolute Return

DNCA Finance

Benjamin LENEUTRE
Commercial Clientèle CGPI - 75 (Paris)

Ligne directe : 01 58 62 57 22

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Perf. YTD

OPCVM PEA

• 23.15% Echiquier Agenor Mid Cap Europe
• 20.02% Fidelity Europe
• 19.76% Mandarine Unique
• 19.61% Quadrige Europe Midcaps
• 18.91% Amplegest Pricing Power
• 18.86% Montségur Croissance
• 18.62% Pluvalca Disruptive Opportunities
• 18.26% DNCA Invest Europe Growth
• 18.12% Quadrige Multicaps Europe
• 18.01% Mirova Europe Environmental Equity
• 17.71% Fourpoints Euro Global Leaders
• 17.66% Candriam EQ L Europe Innovation
• 17.47% Quadrator
• 17.22% Richelieu Family Small Cap
• 17.17% ODDO BHF Avenir Europe
• 16.46% Erasmus Mid Cap Euro
• 15.88% ETF BNPP EuroStoxx50
• 15.82% BGF Euro-Markets
• 15.46% Covéa Actions Europe Opportunités
• 15.41% Sycomore Happy @ Work
• 15.14% Amilton Premium Europe
• 14.99% DNCA Invest Archer Mid-Cap Europe
• 14.95% GIS SRI Ageing Population
• 14.92% Kirao Multicaps
• 14.89% Dorval Manageurs
• 14.88% Erasmus Small Cap Euro
• 14.78% FCP Mon PEA
• 14.76% Mandarine Opportunités
• 14.73% Richelieu Croissance PME
• 14.70% Tocqueville Megatrends
• 14.35% Seven European Equity Fund
• 14.12% MainFirst Germany Fund
• 13.87% Fidelity Nordic
• 13.83% Moneta Multi Caps
• 13.36% OFI RS European Equity Positive Economy
• 13.27% Lombard Odier Funds-Europe High Conviction
• 13.11% Alken Fund European Opportunities
• 12.76% Richelieu France
• 12.58% Sycomore Francecap
• 12.21% Norden
• 11.86% Phileas Equity Europe
• 11.80% ODDO BHF Génération
• 11.65% Portzamparc PME
• 11.53% Maxima
• 11.40% Gaspal Croissance Dividendes
• 10.93% Tocqueville Ulysse
• 10.82% Mandarine Europe Microcap
• 10.75% EdR Tricolore Rendement
• 10.62% Dorval Manageurs Europe
• 10.47% Richelieu Spécial
• 10.22% BDL Convictions
• 10.16% Montségur Rendement
• 10.12% Dorval Manageurs Small Cap Euro
• 9.72% Amilton Small Caps
• 9.56% Sycomore Shared Growth
• 9.34% Templeton Euroland
• 9.17% CPR Croissance Dynamique
• 8.56% Schroder ISF Euro Equity
• 8.11% Centifolia
• 7.15% R-co Conviction Euro
• 5.96% Sextant PME

Perf. YTD

OPCVM Obligations Convertibles

• 13.25% Franklin GL Convertible Securities
• 4.23% Lombard Odier Funds-Convertible Bond
• 4.11% M Convertibles

Perf. YTD

OPCVM Obligations

• 14.61% H2O Multibonds
• 9.04% Fidelity Emerging Market Total Return
• 7.36% M&G (Lux) Emerging Markets Bond Fund
• 6.49% Tikehau 2022
• 6.20% M&G (Lux) Global Macro Bond Fund
• 5.71% La Française Rendement GL 2025
• 5.45% Lazard Credit Fi
• 5.08% Schroder ISF Global Credit Income
• 4.58% Templeton GL Total Return
• 4.40% Carmignac Unconstrained GL Bond
• 4.37% Aviva Investors Alpha Yield
• 4.32% SLGP Corporate Bonds
• 4.07% Sanso Objectif Durable 2024
• 4.00% Salamandre Euro Rendement
• 3.75% Axiom Obligataire
• 3.73% SLF Opportunité High Yield 2021
• 2.61% Axiom Optimal Fix
• 2.60% AXA Court Terme Dollar
• 2.51% Groupama Axiom Legacy 21
• 2.46% Candriam Patrimoine Obli Inter
• 2.44% La Française Multistratégies Oblig
• 2.41% Russell Inv Unconstrained Bond
• 2.29% EdR Fund Bond Allocation
• 2.18% Sunny Euro Strategic
• 1.28% Sextant Bond Picking