CAC 40 Perf Jour Perf Ytd

7393.76 +0.18% +0.18%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
IDE Dynamic World Flexible	21.14%
First Eagle Amundi International Fund	16.97%
R-co Valor	16.30%
GF Ambition Solidaire	14.15%
DNCA Invest Evolutif	13.85%
R-co Valor Balanced	11.62%
ACATIS Value Event	10.35%
Mansartis Investissements ISR	9.55%
Russell Inv. MAGS	8.76%
Carmignac Patrimoine	7.06%
Ofi Invest ESG MultiTrack	6.53%
GIS Global Multi Asset Income	6.49%
Tikehau International Cross Assets	6.36%
Lazard Patrimoine Opportunities SRI	6.19%
Sienna Diversifié Flexible Monde	6.15%
Tailor Allocation Defensive	5.84%
Sycomore Next Generation	5.74%
Dorval Convictions	5.73%
JPMorgan Funds - Global Macro Opportunities	5.71%
Exane Ceres	5.60%
Dorval Global Allocation	5.59%
Mandarine Solution	5.44%
Trusteam Optimum	4.85%
Echiquier Allocation Flexible	4.79%
VEGA Euro Rendement ISR	4.20%
VALBOA Exclusif	4.08%
Dorval Global Conservative	3.82%
Auris Diversified Beta	3.76%
Ginjer Actifs 360	3.65%
Echiquier ARTY SRI	3.64%
Eurose	3.00%
Moneta Long Short	2.43%
Lazard Patrimoine SRI	2.39%
Equilibre Ecologique	2.37%
VEGA Patrimoine ISR	2.22%
BNY Mellon Global Real Return Fund (EUR)	0.25%
M&G (Lux) Dynamic Allocation Fund	0.13%
ODDO BHF Polaris Balanced	-0.29%
Ruffer Total Return International	-2.61%
BDL Rempart	-2.81%
H2O Moderato	-3.21%
Vivienne Ouessant	-4.11%
Gay-Lussac Europe Flex	-4.19%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
R-co Thematic Blockchain Global Equity	52.07%
Loomis Sayles U.S. Growth Equity	41.67%
Echiquier Artificial Intelligence	36.29%
MS INVF Global Opportunity	34.47%
Franklin Technology Fund	34.32%
Pictet - Digital	33.09%
Franklin U.S. Opportunities Fund	32.78%
Sycomore Sustainable Tech	32.61%
CPR Global Disruptive Opportunities	28.90%
Athymis Millennial	28.45%
BNP Paribas Funds Disruptive Technology	27.71%
ODDO BHF Artificial Intelligence	25.16%
Carmignac Investissement	25.03%
Fidelity Global Technology	24.71%
CM-AM Global Gold	24.43%
Groupama Global Disruption	24.26%
Ofi Invest ISR Grandes Marques	23.90%
VIA Smart Equity World	23.51%
Franklin India Fund	22.33%
Echiquier World Equity Growth	20.78%
Russell Inv. World Equity Fund	20.54%
Pictet - Security	19.96%
BNP Paribas US Small Cap	19.61%
Covéa Ruptures	19.47%
AXA WF Robotech	19.31%
Mirova Global Sustainable Equity	19.23%
Sanso Smart Climate	19.23%
HMG Globetrotter	18.75%
EdR Fund Big Data	18.71%
Square Megatrends Champions	18.12%
Janus Henderson Horizon Global Sustainable Equity Fund	16.96%
FTGF Royce US Small Cap Opportunity Fund	16.55%
Thematics AI and Robotics	15.96%
Comgest Monde	15.39%
MS INVF Global Brands	15.28%
JPMorgan Funds - Global Dividend	15.17%
Digital Stars Europe	14.46%
Pictet - Global Megatrend Selection	14.14%
Thematics Meta	13.86%
Pictet - Premium Brands	13.24%
Mandarine Global Transition	12.02%
CPR Invest Hydrogen	11.98%
Candriam Equities L Robotics & Innovative Technology	11.48%
JPMorgan Funds - China A-Share Opportunities	11.42%
Pictet - Clean Energy Transition	11.06%
Aperture European Innovation	10.44%
FTGF ClearBridge Infrastructure Value	10.27%
R-co Valor 4Change Global Equity	10.01%
Pictet - Water	9.71%
Pictet - Global Environmental Opportunities	8.95%
Echiquier World Next Leaders	7.59%
Thematics Water	6.62%
Sienna Actions Bas Carbone ISR	5.72%
GIS SRI Ageing Population	5.17%
BNP Paribas Aqua	4.71%
JPMorgan Funds - Global Healthcare	4.01%
Aesculape SRI	3.66%
EdR Fund US Value	3.63%
Piquemal Houghton Global Equities	3.16%
M&G (Lux) Global Listed Infrastructure Fund	1.08%
M&G (Lux) Global Dividend Fund	0.79%
Jupiter Global Ecology Growth	0.76%
DNCA Invest Beyond Semperosa	0.64%
Ecofi Enjeux Futurs	0.39%
EdR Fund Healthcare	-0.70%
AXA Aedificandi	-2.70%
Candriam Equities L Oncology Impact	-4.19%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
AXA WF Euro Credit Total Return	8.54%
Pictet TR - Atlas	8.51%
Cigogne UCITS Credit opportunities	5.90%
Exane Pleiade	5.84%
Sanso MultiStratégies	5.50%
Candriam Bonds Credit Alpha	4.65%
Syquant Capital - Helium Selection	3.66%
DNCA Invest Alpha Bonds	3.63%
Fidelity Absolute Return Global Equity Fund	3.42%
Candriam Absolute Return Equity Market Neutral	3.27%
H2O Adagio	0.43%
Jupiter Merian Global Equity Absolute Return	-0.19%
M&G (Lux) Episode Macro Fund	-0.32%

Agenda Public

23 mars

11:00 - 14:00

Esprit Partenaires Printemps 2023

Organisé par Rothschild & Co Asset Management
Ville: Lyon

Les équipes commerciales et de gestion de Rothschild & Co Asset Management Europe ont le plaisir de vous inviter à la tournée printemps 2023 des Esprit Partenaires qui se tiendra le 23 mars autour d'un déjeuner-présentation de 11h00 à 14h00.

Au programme, notre stratégie d'investissement et un point de gestion sur une sélection de nos expertises phares : Valor, Gestion sous mandat et nos fonds obligataires dont ceux à échéance, présentés par nos gérants.

Pour vous inscrire, contactez votre interlocuteur habituel.

Buzz H24

Vidéos : Que nous réserve 2025 ?

Patrimoine : Cette classe d'actifs est "un pilier fondamental de l’économie réelle

Produits : Trois stratégies qui reflètent l’essence même du savoir-faire de cette société

Témoin : Cette société de gestion a collecté 12 milliards € en 4 ans

Acteurs : L'interview "décalée H24" de Mathieu Quod (Sales Manager chez Sycomore AM

Marché : Les arguments à partager à vos clients pour les faire (re)venir sur les fonds actions et obligataires

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	44.89%
CPR Croissance Dynamique	16.92%
Alken Fund Small Cap Europe	13.51%
Alken European Opportunities	12.72%
Sycomore Europe Happy @ Work	11.33%
Groupama Opportunities Europe	9.17%
Tailor Actions Avenir ISR	9.12%
DNCA Invest SRI Norden Europe	8.72%
Amplegest Pricing Power	8.60%
Tocqueville Croissance Euro ISR	8.45%
Echiquier Major SRI Growth Europe	8.38%
Uzès WWW Perf	8.14%
HMG Découvertes	7.24%
Tocqueville Euro Equity ISR	6.84%
DNCA Invest Archer Mid-Cap Europe	6.79%
VEGA Europe Convictions ISR	6.77%
Echiquier Positive Impact Europe	6.21%
Europe Income Family	5.27%
Gay-Lussac Microcaps Europe	4.69%
BNP Paribas Développement Humain	4.56%
VEGA France Opportunités ISR	4.43%
EdR SICAV Tricolore Convictions	3.92%
Indépendance Europe Small	3.75%
EdR SICAV Euro Sustainable Equity	3.61%
Mandarine Europe Microcap	3.22%
R-co Conviction Equity Value Euro	2.35%
Dorval Manageurs	1.74%
Fidelity Europe	1.70%
BDL Convictions	1.05%
Mandarine Premium Europe	0.60%
Athymis Trendsetters Europe	0.11%
Mandarine Unique	-0.05%
Centifolia	-0.61%
Palatine Europe Sustainable Employment	-0.95%
Dorval European Climate Initiative	-1.58%
Indépendance France Small & Mid	-2.01%
Moneta Multi Caps	-2.59%
LFR Euro Développement Durable ISR	-3.21%
Dorval Manageurs Europe	-3.25%
Pluvalca Small Caps	-4.72%
Covéa Perspectives Entreprises	-4.77%
VALBOA Engagement ISR	-5.22%
Richelieu Family	-6.29%
Groupama Avenir Euro	-6.30%
Sycomore Europe Eco Solutions	-6.68%
Quadrator SRI	-7.07%
Mirova Europe Environmental Equity	-7.17%
Eiffel Nova Europe ISR	-9.63%
Quadrige France Smallcaps	-10.65%
Lazard Small Caps France	-12.66%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	7.45%
M Global Convertibles SRI	3.94%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom Obligataire	12.95%
Omnibond	12.89%
AXA IM FIIS US Short Duration High Yield	12.84%
IVO EM Corporate Debt UCITS	10.30%
Tikehau European High Yield	9.23%
Ofi Invest ESG Alpha Yield	9.21%
Schelcher Euro High Yield	9.05%
BNP Paribas Funds Euro High Yield Bd	8.77%
Carmignac Portfolio Credit	8.21%
Axiom Short Duration Bond	7.70%
Eiffel Rendement 2028	7.50%
Tikehau 2027	7.03%
SLF (LUX) Bond High Yield Opportunity 2026	6.83%
Mandarine Credit Opportunities	6.82%
La Française Rendement Global 2028	6.71%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	6.60%
Auris Euro Rendement	6.59%
Richelieu Euro Credit Unconstrained	5.80%
Tailor Crédit Rendement Cible	5.52%
Tailor Credit 2028	5.24%
Pluvalca Credit Opportunities 2028	5.15%
Lazard Credit Opportunities	5.02%
ODDO BHF Global Target 2028	4.64%
La Française Credit Innovation	4.63%
Ofi Invest High Yield 2027	4.58%
Sanso Short Duration	4.41%
Ostrum SRI Crédit Ultra Short Plus	4.41%
Auris Investment Grade	4.35%
BNP Paribas Bond 6 M	4.07%
EdR Fund Bond Allocation	3.05%
Amundi Cash USD	0.80%
LO Funds - Short-Term Money Market CHF	0.14%
Jupiter Dynamic Bond	-0.09%
FTGF Brandywine Global Income Optimiser Fund	-0.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.71%
H2O Multibonds	-10.18%