CAC 40 Perf Jour Perf Ytd

7179.31 -0.27% -4.72%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
First Eagle Amundi International Fund	18.32%
IDE Dynamic World Flexible	16.86%
R-co Valor	16.58%
DNCA Invest Evolutif	12.65%
GF Ambition Solidaire	12.53%
R-co Valor Balanced	11.43%
ACATIS Value Event	9.42%
Russell Inv. MAGS	9.10%
Mansartis Investissements ISR	8.64%
ODDO BHF Exklusiv : Polaris Balanced	7.77%
Ofi Invest ESG MultiTrack	7.40%
Carmignac Patrimoine	7.39%
BNY Mellon Global Real Return Fund (EUR)	6.27%
Dorval Global Allocation	5.93%
Sienna Diversifié Flexible Monde	5.75%
GIS Global Multi Asset Income	5.64%
Tailor Allocation Defensive	5.34%
Lazard Patrimoine Opportunities SRI	5.21%
Tikehau International Cross Assets	5.07%
Mandarine Solution	5.05%
JPMorgan Funds - Global Macro Opportunities	5.04%
Sycomore Next Generation	4.68%
Exane Ceres	4.64%
Echiquier Allocation Flexible	4.58%
Trusteam Optimum	3.91%
Dorval Global Conservative	3.86%
Dorval Convictions	3.86%
M&G (Lux) Dynamic Allocation Fund	3.63%
VEGA Euro Rendement ISR	3.45%
Equilibre Ecologique	3.08%
Eurose	3.05%
Auris Diversified Beta	3.05%
Echiquier ARTY SRI	3.02%
VALBOA Exclusif	2.93%
Ginjer Actifs 360	2.52%
BDL Rempart	1.88%
Lazard Patrimoine SRI	1.82%
Moneta Long Short	1.19%
VEGA Patrimoine ISR	0.93%
H2O Moderato	-0.62%
Ruffer Total Return International	-0.67%
Cogefi Flex Dynamic	-1.33%
Gay-Lussac Europe Flex	-4.03%
Vivienne Ouessant	-5.63%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
R-co Thematic Blockchain Global Equity	53.36%
Loomis Sayles U.S. Growth Equity	37.41%
CM-AM Global Gold	33.45%
Echiquier Artificial Intelligence	32.87%
MS INVF Global Opportunity	32.87%
Franklin U.S. Opportunities Fund	32.44%
Pictet - Digital	30.50%
Franklin Technology Fund	29.88%
CPR Global Disruptive Opportunities	27.83%
Sycomore Sustainable Tech	25.66%
Athymis Millennial	25.03%
BNP Paribas Funds Disruptive Technology	24.18%
Groupama Global Disruption	24.15%
Carmignac Investissement	23.65%
VIA Smart Equity World	23.03%
BNP Paribas US Small Cap	22.41%
Ofi Invest ISR Grandes Marques	22.20%
Pictet - Security	21.25%
ODDO BHF Artificial Intelligence	21.23%
Fidelity Global Technology	21.10%
Covéa Ruptures	19.92%
Franklin India Fund	19.80%
Russell Inv. World Equity Fund	19.70%
Echiquier World Equity Growth	19.53%
Sanso Smart Climate	19.09%
M&G (Lux) Global Dividend Fund	19.03%
Mirova Global Sustainable Equity	18.61%
Janus Henderson Horizon Global Sustainable Equity Fund	17.98%
AXA WF Robotech	17.96%
EdR Fund Big Data	17.23%
FTGF Royce US Small Cap Opportunity Fund	15.34%
Square Megatrends Champions	15.13%
Mandarine Global Transition	15.03%
Thematics AI and Robotics	14.74%
HMG Globetrotter	14.65%
JPMorgan Funds - Global Dividend	14.64%
Thematics Meta	14.40%
MS INVF Global Brands	13.67%
JPMorgan Funds - China A-Share Opportunities	13.57%
Pictet - Global Megatrend Selection	13.54%
Pictet - Water	13.19%
Digital Stars Europe	13.00%
Comgest Monde	12.67%
FTGF ClearBridge Infrastructure Value	12.52%
CPR Invest Hydrogen	11.94%
Candriam Equities L Robotics & Innovative Technology	11.60%
R-co Valor 4Change Global Equity	10.26%
Pictet - Global Environmental Opportunities	9.59%
Aperture European Innovation	9.50%
Thematics Water	9.37%
Jupiter Global Ecology Growth	8.78%
Pictet - Clean Energy Transition	8.36%
EdR Fund US Value	7.72%
BNP Paribas Aqua	7.64%
M&G (Lux) Global Listed Infrastructure Fund	7.29%
GemEquity	7.11%
Echiquier World Next Leaders	6.25%
JPMorgan Funds - Global Healthcare	5.74%
Pictet - Premium Brands	4.36%
Piquemal Houghton Global Equities	3.86%
Sienna Actions Bas Carbone ISR	3.48%
Aesculape SRI	2.75%
GIS SRI Ageing Population	2.65%
Ecofi Enjeux Futurs	1.87%
AXA Aedificandi	-0.39%
DNCA Invest Beyond Semperosa	-0.46%
Candriam Equities L Oncology Impact	-0.66%
EdR Fund Healthcare	-2.51%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
Jupiter Merian Global Equity Absolute Return	7.76%
AXA WF Euro Credit Total Return	7.67%
Pictet TR - Atlas	7.44%
Sanso MultiStratégies	5.56%
Cigogne UCITS Credit opportunities	5.48%
Exane Pleiade	5.23%
Candriam Bonds Credit Alpha	4.33%
DNCA Invest Alpha Bonds	3.50%
Candriam Absolute Return Equity Market Neutral	3.45%
Fidelity Absolute Return Global Equity Fund	3.33%
Syquant Capital - Helium Selection	3.11%
H2O Adagio	1.46%
M&G (Lux) Episode Macro Fund	0.09%
Vivienne Bréhat	-7.32%

Agenda Privé

11 octobre

08:30 - 09:30

Petit-déjeuner presse

Organisé par Rothschild & Co Asset Management
Ville: Paris

Nous avons le plaisir de vous inviter à un petit-déjeuner presse en compagnie de Pierre Baudard, Associé-Gérant & CEO, Didier Bouvignies, Associé-Gérant & Directeur des Gestions et Fausto Trevisan, Directeur commercial France de Rothschild & Co Asset Management, pour dresser un premier bilan en cette rentrée 2024 et évoquer les derniers développements et résultats de notre société de gestion.

Cet événement aura lieu le vendredi 11 octobre à 08h30 au sein des locaux du Groupe.

Merci de bien vouloir confirmer votre présence avant le 9 octobre :

Je m'inscris

Buzz H24

Vidéos : La duration est-elle toujours l'amie de l'investisseur obligataire ?

Acteurs : L'interview "sportive H24" d'Adrien Lhermitte (Linavest - groupe DLPK

Marché : Marchés obligataires : que faire en cette fin d'année ?

Témoin : LA recommandation de Pierre Puybasset pour bien investir dans la tech

Produits : Les 10 fonds ayant le plus collecté

Patrimoine : Ce gérant sait ce qu'il faut faire depuis les élections américaines

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	41.33%
CPR Croissance Dynamique	15.74%
Groupama Opportunities Europe	8.77%
Sycomore Europe Happy @ Work	8.25%
DNCA Invest SRI Norden Europe	7.59%
Alken Fund Small Cap Europe	6.90%
Echiquier Major SRI Growth Europe	6.56%
Alken European Opportunities	6.24%
Tailor Actions Avenir ISR	5.06%
Tocqueville Euro Equity ISR	4.84%
VEGA Europe Convictions ISR	4.39%
Tocqueville Croissance Euro ISR	4.35%
Europe Income Family	4.33%
Uzès WWW Perf	4.19%
BDL Convictions	4.09%
Echiquier Positive Impact Europe	3.81%
Amplegest Pricing Power	3.31%
HMG Découvertes	3.26%
DNCA Invest Archer Mid-Cap Europe	3.21%
BNP Paribas Développement Humain	2.88%
Gay-Lussac Microcaps Europe	2.13%
R-co Conviction Equity Value Euro	1.96%
EdR SICAV Euro Sustainable Equity	1.69%
VEGA France Opportunités ISR	1.69%
EdR SICAV Tricolore Convictions	1.58%
Dorval Manageurs	1.55%
Mandarine Europe Microcap	1.07%
Fidelity Europe	0.22%
Indépendance Europe Small	0.16%
Centifolia	0.13%
Athymis Trendsetters Europe	-0.50%
Mandarine Premium Europe	-0.59%
Indépendance France Small & Mid	-1.47%
Mandarine Unique	-1.50%
Dorval Manageurs Europe	-2.05%
Dorval European Climate Initiative	-2.59%
Palatine Europe Sustainable Employment	-2.78%
Moneta Multi Caps	-3.94%
VALBOA Engagement ISR	-4.63%
Covéa Perspectives Entreprises	-5.34%
Pluvalca Small Caps	-5.71%
Sycomore Europe Eco Solutions	-5.86%
LFR Euro Développement Durable ISR	-6.03%
LONVIA Mid-Cap Europe	-6.18%
Richelieu Family	-6.95%
Mirova Europe Environmental Equity	-7.20%
Quadrator SRI	-9.01%
Eiffel Nova Europe ISR	-9.74%
Groupama Avenir Euro	-11.05%
Quadrige France Smallcaps	-12.03%
Lazard Small Caps France	-15.12%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	5.68%
M Global Convertibles SRI	3.74%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom Obligataire	11.64%
Omnibond	10.88%
AXA IM FIIS US Short Duration High Yield	10.69%
Amundi Cash USD	10.13%
IVO EM Corporate Debt UCITS	10.04%
Schelcher Euro High Yield	7.92%
Tikehau European High Yield	7.90%
Ofi Invest ESG Alpha Yield	7.84%
BNP Paribas Funds Euro High Yield Bd	7.46%
Carmignac Portfolio Credit	7.37%
Axiom Short Duration Bond	7.02%
Eiffel Rendement 2028	6.47%
SLF (LUX) Bond High Yield Opportunity 2026	6.34%
Tikehau 2027	6.07%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	6.00%
Mandarine Credit Opportunities	5.75%
La Française Rendement Global 2028	5.67%
Auris Euro Rendement	5.64%
Richelieu Euro Credit Unconstrained	5.06%
Tailor Crédit Rendement Cible	4.99%
Tailor Credit 2028	4.67%
Pluvalca Credit Opportunities 2028	4.57%
La Française Credit Innovation	4.41%
ODDO BHF Global Target 2028	4.26%
Auris Investment Grade	4.26%
Ofi Invest High Yield 2027	4.05%
Ostrum SRI Crédit Ultra Short Plus	4.02%
Lazard Credit Opportunities	3.92%
Sycoyield 2026	3.92%
Sanso Short Duration	3.84%
BNP Paribas Bond 6 M	3.68%
EdR Fund Bond Allocation	2.51%
LO Funds - Short-Term Money Market CHF	0.82%
FTGF Brandywine Global Income Optimiser Fund	0.45%
Jupiter Dynamic Bond	-0.62%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.99%
H2O Multibonds	-5.03%