CAC 40 Perf Jour Perf Ytd

7733.5 +0.31% +4.78%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Moderato	4.11%
GF Ambition Solidaire	3.33%
Carmignac Patrimoine	3.02%
IDE Dynamic World Flexible	2.97%
DNCA Invest Evolutif	2.72%
Dorval Convictions	2.71%
Ginjer Actifs 360	2.65%
First Eagle Amundi International Fund	2.41%
Mansartis Investissements ISR	2.41%
ELEVA Global Multi Opportunities	2.32%
Ruffer Total Return International	2.21%
VALBOA Exclusif	2.15%
VEGA Patrimoine ISR	2.11%
Exane Ceres	2.08%
ELEVA AR - Dynamic	2.01%
AXA WF Global Optimal Income	1.90%
R-co Valor	1.89%
GIS Global Multi Asset Income	1.62%
Sienna Diversifié Flexible Monde	1.49%
ODDO BHF Polaris Balanced	1.49%
Nova Dynamique	1.31%
Russell Inv. MAGS	1.20%
ACATIS Value Event	1.16%
Equilibre Ecologique	1.10%
Tikehau International Cross Assets	1.09%
BNY Mellon Global Real Return Fund (EUR)	1.08%
Echiquier Allocation Flexible	1.01%
Tailor Allocation Defensive	0.98%
M&G (Lux) Dynamic Allocation Fund	0.94%
Moneta Long Short	0.94%
Eurose	0.87%
Ofi Invest ESG MultiTrack	0.87%
Dorval Global Allocation	0.87%
Sycomore Next Generation	0.84%
Auris Diversified Beta	0.84%
Mandarine Solution	0.81%
R-co Valor Balanced	0.78%
Echiquier ARTY SRI	0.75%
Elkano Global Fund	0.75%
BDL Rempart	0.73%
VEGA Euro Rendement ISR	0.51%
Dorval Global Conservative	0.48%
Trusteam Optimum	0.19%
Monocle Fund	0.07%
Lazard Patrimoine SRI	0.03%
Gay-Lussac Europe Flex	-0.44%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
R-co Thematic Blockchain Global Equity	8.42%
CM-AM Global Gold	7.44%
Thematics AI and Robotics	4.96%
Athymis Industrie 4.0	4.78%
EdR Fund US Value	4.64%
AXA WF Robotech	4.46%
CPR Invest Hydrogen	4.44%
Pictet - Security	4.32%
Candriam Equities L Robotics & Innovative Technology	4.11%
Aperture European Innovation	4.09%
FTGF Royce US Small Cap Opportunity Fund	4.05%
BNP Paribas US Small Cap	4.01%
Pictet - Global Environmental Opportunities	3.97%
Groupama Global Disruption	3.96%
ODDO BHF Artificial Intelligence	3.93%
Carmignac Investissement	3.93%
Tocqueville Global Tech ISR	3.92%
GIS SRI Ageing Population	3.85%
Echiquier Artificial Intelligence	3.84%
JPMorgan Funds - US Technology	3.82%
Sienna Actions Bas Carbone	3.79%
Pictet - Clean Energy Transition	3.77%
Jupiter Global Ecology Growth	3.77%
Echiquier World Equity Growth	3.42%
Covéa Ruptures	3.37%
Groupama Global Active Equity	3.33%
Pictet - Water	3.20%
Franklin Technology Fund	3.13%
Pictet - Global Megatrend Selection	3.13%
Mandarine Global Transition	3.11%
Thematics Meta	3.05%
Pictet - Digital	3.02%
Pictet - Premium Brands	2.99%
JPMorgan Funds - Global Dividend	2.77%
Sienna Actions Internationales	2.72%
Covéa Actions Monde	2.65%
MS INVF Global Opportunity	2.57%
Ofi Invest ISR Grandes Marques	2.52%
Athymis Millennial	2.51%
BNP Paribas Funds Disruptive Technology	2.46%
BNP Paribas Aqua	2.45%
Comgest Monde	2.45%
Franklin U.S. Opportunities Fund	2.41%
VIA Smart Equity World	2.39%
Eurizon Fund Equity Innovation	2.37%
ODDO BHF Global Equity Stars	2.36%
Sycomore Sustainable Tech	2.31%
Thematics Water	2.30%
Janus Henderson Horizon Global Sustainable Equity Fund	2.29%
FTGF ClearBridge Infrastructure Value	2.28%
Russell Inv. World Equity Fund	2.27%
JPMorgan Funds - America Equity	2.22%
EdR Fund Big Data	2.17%
CPR Global Disruptive Opportunities	2.12%
Aesculape SRI	2.06%
JPMorgan Funds - Global Select Equity	1.91%
M&G (Lux) Global Dividend Fund	1.85%
Digital Stars Europe	1.84%
Mirova Global Sustainable Equity	1.79%
DNCA Invest Beyond Semperosa	1.72%
Fidelity Global Technology	1.63%
EdR Fund Healthcare	1.61%
Piquemal Houghton Global Equities	1.43%
HMG Globetrotter	1.19%
MS INVF Global Brands	1.11%
Auris Gravity US Equity Fund	0.74%
AXA Aedificandi	0.49%
Loomis Sayles U.S. Growth Equity	0.48%
M&G (Lux) Global Listed Infrastructure Fund	0.32%
R-co Thematic Real Estate	-0.07%
Candriam Equities L Oncology Impact	-0.38%
Franklin India Fund	-3.51%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Adagio	1.57%
Fidelity Absolute Return Global Equity Fund	0.85%
Candriam Absolute Return Equity Market Neutral	0.84%
Exane Pleiade	0.78%
Pictet TR - Atlas	0.72%
DNCA Invest Alpha Bonds	0.72%
Jupiter Merian Global Equity Absolute Return	0.21%
Candriam Bonds Credit Alpha	0.12%
Cigogne UCITS Credit opportunities	0.11%
Syquant Capital - Helium Selection	0.03%
RAM European Market Neutral Equities	0.01%
AXA WF Euro Credit Total Return	-0.32%
M&G (Lux) Episode Macro Fund	-0.77%

Agenda Public

21 janvier

11:00 - 12:00

Stratégie d'investissement 2025

Organisé par La Financiere de l'Echiquier
Ville: Webinaire

La Financière de l'Échiquier a le plaisir de vous convier à sa Stratégie d'investissement digitale animée par Pierre Puybasset, porte-parole de la Gestion, le mardi 21 janvier à 11h00.

LE PROGRAMME :
•   Introduction par Olivier de Berranger, Directeur Général & Co-CIO, suivie d'une présentation macro économique de Michel Saugné, Co-CIO.

•   Louis Bersin, Gérant Pôle Monde, fera un point sur la stratégie mise en œuvre au sein du fonds Echiquier World Next Leaders.

•   Christophe Pouchoy, Gérant Pôle Technologie, clôturera cette conférence et partagera le bilan et les perspectives du fonds Tocqueville Global Tech ISR.

Pour vous inscrire, cliquez ici

Buzz H24

Acteurs : Ce mastodonte de l'épargne lance un contrat sans rétrocession

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

Témoin : DNCA : deux départs importants mais organisés

Patrimoine : Un gérant fan des « produits » Musk

Marché : Le graphique de la semaine : regardez ces courbes, c'est une obligation

Produits : Produits structurés : quelles sont les bonnes idées pour 2025 ?

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	5.93%
Uzès WWW Perf	5.22%
Tocqueville Croissance Euro ISR	5.15%
Tocqueville Euro Equity ISR	5.07%
Ecofi Smart Transition	4.81%
Amplegest Pricing Power	4.69%
Tailor Actions Avenir ISR	4.67%
Sycomore Europe Happy @ Work	4.57%
VEGA Europe Convictions ISR	4.51%
LFR Euro Développement Durable ISR	4.49%
Echiquier Positive Impact Europe	4.21%
AIS Venn Collective Alpha Europe	4.12%
Echiquier Major SRI Growth Europe	3.79%
R-co 4Change Net Zero Equity Euro	3.78%
VEGA France Opportunités ISR	3.64%
Fidelity Europe	3.58%
Dorval Drivers Europe	3.52%
Dorval Manageurs Europe	3.48%
EdR SICAV Tricolore Convictions	3.36%
Europe Income Family	3.27%
AIS Venn Collective Alpha US	3.23%
BNP Paribas Développement Humain	3.20%
Richelieu Family	3.10%
Dorval European Climate Initiative	2.85%
Palatine Europe Sustainable Employment	2.81%
Indépendance Europe Small	2.67%
Quadrator SRI	2.51%
EdR SICAV Euro Sustainable Equity	2.50%
BDL Convictions	2.38%
Moneta Multi Caps	2.27%
Alken Fund Small Cap Europe	2.12%
ELEVA Leaders Small & Mid Cap Europe	2.11%
Groupama Opportunities Europe	2.09%
Mirova Europe Environmental Equity	2.08%
Pluvalca Small Caps	2.02%
Mandarine Premium Europe	1.87%
Covéa Perspectives Entreprises	1.76%
CPR Croissance Dynamique	1.71%
Norden SRI	1.58%
Indépendance France Small & Mid	1.50%
DNCA Invest SRI Norden Europe	1.46%
Sycomore Europe Eco Solutions	1.37%
DNCA Invest Archer Mid-Cap Europe	1.17%
Mandarine Unique	0.69%
HMG Découvertes	0.51%
Quadrige France Smallcaps	-0.46%
Mandarine Europe Microcap	-0.50%
VALBOA Engagement ISR	-0.99%
Gay-Lussac Microcaps Europe	-1.01%
Eiffel Nova Europe ISR	-1.48%
Lazard Small Caps France	-2.57%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	1.78%
M Global Convertibles SRI	1.31%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Multibonds	5.52%
AXA IM FIIS US Short Duration High Yield	1.16%
Omnibond	0.79%
FTGF Brandywine Global Income Optimiser Fund	0.52%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.50%
IVO EM Corporate Debt UCITS	0.46%
Axiom Short Duration Bond	0.37%
Mandarine Credit Opportunities	0.35%
Axiom Obligataire	0.33%
Groupama Alpha Fixed Income Plus	0.33%
Tikehau 2027	0.20%
Carmignac Portfolio Credit	0.19%
Auris Investment Grade	0.16%
BNP Paribas Bond 6 M	0.14%
Tikehau European High Yield	0.14%
La Française Credit Innovation	0.12%
SLF (LUX) Bond High Yield Opportunity 2026	0.12%
Schelcher Euro High Yield	0.11%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.10%
Tailor Credit 2028	0.00%
DNCA Invest Credit Conviction	-0.01%
Ostrum SRI Crossover	-0.04%
BNP Paribas Funds Euro High Yield Bd	-0.05%
Alken Fund Income Opportunities	-0.07%
Ofi Invest High Yield 2027	-0.14%
La Française Rendement Global 2028	-0.19%
Amundi Cash USD	-0.19%
Richelieu Euro Credit Unconstrained	-0.22%
Auris Euro Rendement	-0.25%
R-co Conviction Credit Euro	-0.27%
Tailor Crédit Rendement Cible	-0.29%
EdR Fund Bond Allocation	-0.38%
Lazard Credit Opportunities	-0.40%
Ofi Invest ESG Alpha Yield	-0.49%
Eiffel Rendement 2028	-0.57%
Jupiter Dynamic Bond	-0.62%
LO Funds - Short-Term Money Market CHF	-0.66%
Epsilon Euro Bond	-0.77%