CAC 40 Perf Jour Perf Ytd

7463.91 +0.54% +1.16%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Moderato	2.81%
Carmignac Patrimoine	1.97%
VALBOA Exclusif	1.15%
First Eagle Amundi International Fund	1.05%
IDE Dynamic World Flexible	0.99%
GF Ambition Solidaire	0.65%
Exane Ceres	0.60%
Dorval Convictions	0.53%
Ruffer Total Return International	0.52%
Moneta Long Short	0.44%
Mansartis Investissements ISR	0.39%
ELEVA Global Multi Opportunities	0.35%
ELEVA AR - Dynamic	0.28%
Ginjer Actifs 360	0.16%
Mandarine Solution	0.11%
DNCA Invest Evolutif	0.03%
ACATIS Value Event	-0.01%
Equilibre Ecologique	-0.10%
R-co Valor	-0.10%
Eurose	-0.12%
Tailor Allocation Defensive	-0.14%
Dorval Global Conservative	-0.19%
Tikehau International Cross Assets	-0.23%
Trusteam Optimum	-0.26%
Sycomore Next Generation	-0.27%
BNY Mellon Global Real Return Fund (EUR)	-0.28%
ODDO BHF Polaris Balanced	-0.28%
VEGA Patrimoine ISR	-0.35%
M&G (Lux) Dynamic Allocation Fund	-0.36%
Nova Dynamique	-0.36%
Dorval Global Allocation	-0.36%
R-co Valor Balanced	-0.49%
Sienna Diversifié Flexible Monde	-0.51%
Elkano Global Fund	-0.51%
GIS Global Multi Asset Income	-0.54%
Echiquier ARTY SRI	-0.54%
Russell Inv. MAGS	-0.57%
AXA WF Global Optimal Income	-0.60%
Lazard Patrimoine SRI	-0.66%
Auris Diversified Beta	-0.77%
Echiquier Allocation Flexible	-0.83%
BDL Rempart	-0.93%
VEGA Euro Rendement ISR	-1.03%
Gay-Lussac Europe Flex	-1.18%
Monocle Fund	-1.24%
Ofi Invest ESG MultiTrack	-1.40%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
CM-AM Global Gold	5.45%
Aesculape SRI	3.19%
EdR Fund Healthcare	2.92%
EdR Fund US Value	2.78%
Groupama Global Disruption	2.49%
BNP Paribas US Small Cap	1.63%
Groupama Global Active Equity	1.50%
ODDO BHF Artificial Intelligence	1.49%
CPR Invest Hydrogen	1.43%
R-co Thematic Blockchain Global Equity	1.37%
Covéa Ruptures	1.35%
Carmignac Investissement	1.34%
Pictet - Global Environmental Opportunities	1.28%
Athymis Industrie 4.0	1.26%
Thematics AI and Robotics	1.13%
Echiquier World Equity Growth	1.07%
Pictet - Security	1.05%
Jupiter Global Ecology Growth	1.02%
Comgest Monde	0.91%
Sienna Actions Internationales	0.89%
FTGF Royce US Small Cap Opportunity Fund	0.77%
Aperture European Innovation	0.77%
M&G (Lux) Global Dividend Fund	0.76%
AXA WF Robotech	0.71%
Pictet - Water	0.66%
Russell Inv. World Equity Fund	0.64%
GIS SRI Ageing Population	0.62%
Mirova Global Sustainable Equity	0.57%
Pictet - Clean Energy Transition	0.57%
Pictet - Global Megatrend Selection	0.57%
Covéa Actions Monde	0.54%
Sycomore Sustainable Tech	0.50%
Thematics Meta	0.44%
Pictet - Digital	0.42%
Echiquier Artificial Intelligence	0.41%
Janus Henderson Horizon Global Sustainable Equity Fund	0.41%
Mandarine Global Transition	0.39%
HMG Globetrotter	0.38%
JPMorgan Funds - Global Dividend	0.37%
Athymis Millennial	0.29%
Tocqueville Global Tech ISR	0.27%
CPR Global Disruptive Opportunities	0.25%
MS INVF Global Opportunity	0.21%
Eurizon Fund Equity Innovation	0.19%
Sanso Smart Climate	0.19%
VIA Smart Equity World	0.17%
EdR Fund Big Data	0.16%
Ofi Invest ISR Grandes Marques	0.16%
JPMorgan Funds - US Technology	0.11%
Candriam Equities L Robotics & Innovative Technology	0.09%
BNP Paribas Funds Disruptive Technology	0.07%
Sienna Actions Bas Carbone	-0.06%
Pictet - Premium Brands	-0.06%
ODDO BHF Global Equity Stars	-0.12%
JPMorgan Funds - America Equity	-0.12%
JPMorgan Funds - Global Select Equity	-0.14%
Franklin Technology Fund	-0.32%
MS INVF Global Brands	-0.35%
Franklin U.S. Opportunities Fund	-0.39%
DNCA Invest Beyond Semperosa	-0.47%
Thematics Water	-0.65%
Candriam Equities L Oncology Impact	-0.83%
BNP Paribas Aqua	-0.86%
Fidelity Global Technology	-1.00%
Piquemal Houghton Global Equities	-1.01%
FTGF ClearBridge Infrastructure Value	-1.11%
Loomis Sayles U.S. Growth Equity	-1.39%
Digital Stars Europe	-1.44%
R-co Valor 4Change Global Equity	-1.66%
Auris Gravity US Equity Fund	-1.78%
M&G (Lux) Global Listed Infrastructure Fund	-2.01%
AXA Aedificandi	-4.44%
Franklin India Fund	-4.53%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Adagio	0.93%
Candriam Absolute Return Equity Market Neutral	0.67%
DNCA Invest Alpha Bonds	0.26%
Exane Pleiade	0.22%
Fidelity Absolute Return Global Equity Fund	0.17%
Pictet TR - Atlas	0.15%
Sanso MultiStratégies	-0.01%
Candriam Bonds Credit Alpha	-0.03%
RAM European Market Neutral Equities	-0.07%
Syquant Capital - Helium Selection	-0.11%
Jupiter Merian Global Equity Absolute Return	-0.61%
AXA WF Euro Credit Total Return	-1.31%
M&G (Lux) Episode Macro Fund	-1.68%

Agenda Public

29 juin

12:00 - 14:00

Déjeuners d'experts

Organisé par Dorval Asset Management
Ville: Dijon

Les équipes de Dorval Asset Management ont le plaisir de vous inviter à notre prochain déjeuner que nous organisons à Dijon le 29 juin de 12h à 14h.

Ce rendez-vous sera l’occasion de faire un point sur notre vision macroéconomique et sur les opportunités d’investissement.

Programme :

12h-12h30 : accueil
12h30-14h : présentation et déjeuner
14h : fin de l’événement

Vous souhaitez y participer ?

Contactez-nous : celine.beurton@dorval-am.com 👈

Buzz H24

Acteurs : La photo du mois : vous les préférez avec ou sans veste ?

Marché : Vers une cinquième année de surperformance pour cette classe d'actifs ?

Témoin : Encore le moment d’y aller selon cet asset manager

Produits : Tableau de bord de la gestion diversifiée

Patrimoine : Combien coûte un cabinet de CGP ?

Vidéos : Avez-vous cette stratégie dans vos portefeuilles pour 2025 ?

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	1.90%
Uzès WWW Perf	1.56%
AIS Venn Collective Alpha Europe	1.41%
Amplegest Pricing Power	1.25%
Indépendance Europe Small	1.18%
Tocqueville Croissance Euro ISR	1.14%
Ecofi Smart Transition	1.10%
AIS Venn Collective Alpha US	0.89%
Sycomore Europe Happy @ Work	0.84%
LFR Euro Développement Durable ISR	0.82%
Groupama Opportunities Europe	0.78%
Tailor Actions Avenir ISR	0.77%
Echiquier Positive Impact Europe	0.74%
Echiquier Major SRI Growth Europe	0.73%
Tocqueville Euro Equity ISR	0.46%
Fidelity Europe	0.41%
VEGA Europe Convictions ISR	0.33%
CPR Croissance Dynamique	0.11%
Palatine Europe Sustainable Employment	0.09%
Covéa Perspectives Entreprises	0.07%
Indépendance France Small & Mid	0.05%
Europe Income Family	-0.08%
HMG Découvertes	-0.10%
Quadrige France Smallcaps	-0.12%
EdR SICAV Euro Sustainable Equity	-0.19%
EdR SICAV Tricolore Convictions	-0.21%
Dorval Manageurs	-0.29%
Dorval Manageurs Europe	-0.32%
BNP Paribas Développement Humain	-0.38%
Mirova Europe Environmental Equity	-0.44%
Richelieu Family	-0.44%
Moneta Multi Caps	-0.48%
Alken Fund Small Cap Europe	-0.52%
VEGA France Opportunités ISR	-0.62%
R-co Conviction Equity Value Euro	-0.63%
Pluvalca Small Caps	-0.68%
Norden SRI	-0.70%
BDL Convictions	-0.74%
Dorval European Climate Initiative	-0.78%
Quadrator SRI	-0.85%
ELEVA Leaders Small & Mid Cap Europe	-1.26%
Gay-Lussac Microcaps Europe	-1.26%
DNCA Invest SRI Norden Europe	-1.29%
Mandarine Premium Europe	-1.42%
DNCA Invest Archer Mid-Cap Europe	-1.79%
Mandarine Europe Microcap	-1.91%
Mandarine Unique	-2.14%
VALBOA Engagement ISR	-2.15%
Sycomore Europe Eco Solutions	-2.25%
Eiffel Nova Europe ISR	-2.81%
Lazard Small Caps France	-3.19%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	0.47%
M Global Convertibles SRI	-0.69%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Multibonds	3.74%
Amundi Cash USD	0.77%
AXA IM FIIS US Short Duration High Yield	0.64%
Omnibond	0.27%
Groupama Alpha Fixed Income Plus	0.17%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.09%
BNP Paribas Bond 6 M	0.07%
Axiom Short Duration Bond	0.02%
IVO EM Corporate Debt UCITS	0.01%
Tailor Credit 2028	-0.19%
Ostrum SRI Crossover	-0.19%
Mandarine Credit Opportunities	-0.24%
Tikehau 2027	-0.25%
Sanso Short Duration	-0.26%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	-0.31%
Schelcher Euro High Yield	-0.32%
LO Funds - Short-Term Money Market CHF	-0.32%
Carmignac Portfolio Credit	-0.32%
Tikehau European High Yield	-0.34%
FTGF Brandywine Global Income Optimiser Fund	-0.36%
SLF (LUX) Bond High Yield Opportunity 2026	-0.37%
Axiom Obligataire	-0.42%
Ofi Invest High Yield 2027	-0.49%
BNP Paribas Funds Euro High Yield Bd	-0.53%
La Française Credit Innovation	-0.60%
Auris Investment Grade	-0.61%
La Française Rendement Global 2028	-0.72%
Tailor Crédit Rendement Cible	-0.74%
Alken Fund Income Opportunities	-0.75%
Richelieu Euro Credit Unconstrained	-0.78%
Auris Euro Rendement	-0.89%
DNCA Invest Credit Conviction	-0.95%
Ofi Invest ESG Alpha Yield	-0.97%
Eiffel Rendement 2028	-1.06%
EdR Fund Bond Allocation	-1.06%
Lazard Credit Opportunities	-1.69%
Epsilon Euro Bond	-1.77%
Jupiter Dynamic Bond	-1.87%