CAC 40 Perf Jour Perf Ytd

7675.62 -0.26% +1.76%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
IDE Dynamic World Flexible	11.97%
DNCA Invest Evolutif	10.84%
First Eagle Amundi International Fund	10.04%
GF Ambition Solidaire	9.67%
R-co Valor	8.60%
Latitude Equilibre	7.20%
Mansartis Investissements ISR	7.16%
Carmignac Patrimoine	7.09%
ACATIS Value Event	6.59%
Dorval Convictions	6.46%
ODDO BHF Exklusiv : Polaris Balanced	5.97%
R-co Valor Balanced	5.46%
Russell Inv. MAGS	5.29%
OFI Invest ESG MultiTrack	5.26%
GIS Global Multi Asset Income	5.13%
Latitude Patrimoine	4.91%
BNY Mellon Global Real Return Fund (EUR)	4.67%
Ginjer Actifs 360	4.15%
Mandarine Solution	3.95%
Exclusif 21	3.82%
CPR Croissance Réactive	3.61%
Tailor Allocation Defensive	3.40%
Tikehau International Cross Assets	3.38%
Dorval Global Allocation	3.36%
M&G (Lux) Dynamic Allocation Fund	3.16%
Sycomore Next Generation	3.16%
Lazard Patrimoine Opportunities SRI	2.70%
Moneta Long Short	2.52%
VEGA Patrimoine ISR	2.45%
VEGA Euro Rendement ISR	2.35%
Cogefi Flex Dynamic	2.28%
Sienna Diversifié Flexible Monde	2.27%
Dorval Global Conservative	2.05%
Echiquier Allocation Flexible	2.04%
Echiquier ARTY SRI	1.96%
Eurose	1.58%
Trusteam ROC Flex	0.78%
JPMorgan Funds - Global Macro Opportunities	0.39%
BDL Rempart	0.10%
Auris Diversified Beta	-0.24%
Lazard Patrimoine SRI	-0.87%
Sextant Grand Large	-0.88%
Ruffer Total Return International	-1.61%
Gay-Lussac Europe Flex	-2.52%
H2O Moderato	-2.56%
Vivienne Ouessant	-3.35%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
Sycomore Sustainable Tech	27.51%
Pictet - Digital	27.02%
Franklin Technology Fund	24.85%
Echiquier Artificial Intelligence	24.23%
Franklin U.S. Opportunities Fund	22.70%
Carmignac Investissement	22.31%
Loomis Sayles U.S. Growth	21.96%
BNP Paribas Funds Disruptive Technology	20.95%
R-co Thematic Blockchain Global Equity	19.96%
CM-AM Global Gold	19.12%
G Fund - Global Disruption	18.74%
ODDO BHF Artificial Intelligence	18.17%
CPR Global Disruptive Opportunities	17.75%
Athymis Millennial	17.70%
CM-AM Global Leaders	17.48%
Janus Henderson Horizon Global Sustainable Equity Fund	16.85%
OFI Invest ISR Grandes Marques	16.73%
Echiquier World Equity Growth	16.71%
Mirova Global Sustainable Equity	16.52%
AXA WF Robotech	16.51%
Fidelity Global Technology	16.42%
Comgest Monde	15.46%
Thematics AI and Robotics	14.98%
Covéa Ruptures	14.27%
MS INVF Global Opportunity	14.12%
Square Megatrends Champions	14.03%
Digital Stars Europe	13.65%
Russell Inv. World Equity Fund	12.65%
Sanso Smart Climate	12.37%
Pictet - Security	11.20%
M&G (Lux) Global Dividend Fund	11.15%
JPMorgan Funds - Global Dividend	10.66%
GemEquity	10.23%
Pictet - Global Environmental Opportunities	9.74%
Mandarine Global Transition	9.26%
Sienna Actions Bas Carbone ISR	8.46%
JPMorgan Funds - Global Healthcare	8.44%
Pictet - Clean Energy Transition	8.40%
Aesculape SRI	8.13%
Thematics Meta	7.86%
Pictet - Global Megatrend Selection	7.66%
Jupiter Global Ecology Growth	7.61%
EdR Fund Big Data	7.36%
Sextant Tech	7.07%
DNCA Invest Beyond Semperosa	6.77%
BNP Paribas US Small Cap	6.42%
Richelieu America	5.88%
GIS SRI Ageing Population	5.88%
Pictet - Water	5.53%
Templeton Global Climate Change Fund	5.23%
MS INVF Global Brands	4.98%
Thematics Water	4.81%
Ecofi Enjeux Futurs	4.54%
Candriam Equities L Oncology Impact	4.54%
Valeur Intrinsèque	4.21%
CPR Invest Hydrogen	3.91%
EdR Fund US Value	3.80%
R-co Valor 4Change Global Equity	3.63%
Mandarine Global Microcap	3.10%
BNP Paribas Aqua	2.59%
Pictet - Premium Brands	1.67%
Piquemal Houghton Global Equities	1.11%
M&G (Lux) Global Listed Infrastructure Fund	0.91%
FTGF ClearBridge Infrastructure Value	0.75%
Candriam EQ L Europe Innovation	-0.03%
EdR Fund Healthcare	-1.21%
AXA Aedificandi	-1.29%
JPMorgan Funds - China A-Share Opportunities	-4.10%
Echiquier World Next Leaders	-4.57%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
Fidelity Absolute Return Global Equity Fund	8.32%
Sanso MultiStratégies	6.37%
Pictet TR - Atlas	6.13%
Jupiter Merian Global Equity Absolute Return	4.76%
Exane Pleiade	2.80%
AXA WF Euro Credit Total Return	2.71%
DNCA Invest Alpha Bonds	2.70%
Syquant Capital - Helium Selection	2.16%
Candriam Bonds Credit Alpha	2.07%
Candriam Absolute Return Equity Market Neutral	0.81%
H2O Adagio	-0.03%
M&G (Lux) Episode Macro Fund	-1.99%
Vivienne Bréhat	-5.08%

Actualité Patrimoine et Fiscalité

Imprimer Envoyer l'Actu

Le pilote a sauté avec l'unique parachute...

Publié le vendredi 5 juillet 2024

Retour

Diversifiés/Flex Actions Convertibles

PEA Obligations Absolute return

Buzz H24

Témoin : Un fonds encore trop peu connu au vu de ses performances

Vidéos : Progression des émergents : un climat en demi-teinte et une hausse des valeurs tech

Patrimoine : Le pilote a sauté avec l'unique parachute

Marché : La politique prend le dessus...

Acteurs : Un grand professionnel nous a quittés

Produits : 3 constats ont guidé la création de ce fonds

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	31.45%
Sycomore Europe Happy @ Work	13.66%
DNCA Invest SRI Norden Europe	12.66%
VEGA Europe Convictions ISR	11.43%
Tocqueville Croissance Euro ISR	11.10%
CPR Croissance Dynamique	11.07%
Echiquier Positive Impact Europe	10.14%
Tocqueville Euro Equity ISR	9.95%
Alken Fund Small Cap Europe	9.54%
Amplegest Pricing Power	9.02%
Alken European Opportunities	8.93%
VEGA France Opportunités ISR	8.74%
Dorval Manageurs	8.45%
Tailor Actions Avenir ISR	8.28%
BNP Paribas Développement Humain	7.78%
G Fund Opportunities Europe	7.65%
Uzès WWW Perf	7.64%
OFI Invest ESG Equity Climate Change	6.76%
Indépendance Europe Small	6.35%
Fidelity Europe	6.11%
EdR SICAV Euro Sustainable Equity	5.79%
DNCA Invest Archer Mid-Cap Europe	5.77%
Athymis Trendsetters Europe	5.76%
Dorval Manageurs Europe	5.74%
France Engagement	5.53%
EdR SICAV Tricolore Convictions	5.35%
Centifolia	5.29%
Mandarine Europe Microcap	5.23%
Indépendance France Small & Mid	5.22%
Dorval European Climate Initiative	4.91%
Palatine Europe Sustainable Employment	4.70%
Richelieu Family	4.36%
LFR Euro Développement Durable ISR	4.26%
Mandarine Unique	3.64%
R-co Conviction Equity Value Euro	2.57%
Covéa Perspectives Entreprises	2.39%
BDL Convictions	2.29%
Sycomore Europe Eco Solutions	2.15%
Mandarine Premium Europe	1.40%
Mandarine Social Leaders	1.15%
Pluvalca Small Caps	1.01%
Groupama Avenir Euro	0.32%
Moneta Multi Caps	0.20%
Quadrator SRI	0.15%
Echiquier Value Euro	0.03%
Mirova Europe Environmental Equity	-0.11%
Quadrige France Smallcaps	-0.61%
LONVIA Avenir Mid-Cap Europe	-0.93%
Gay-Lussac Smallcaps	-2.03%
Lazard Small Caps France	-3.28%
Quadrige Europe Midcaps	-3.99%
Eiffel Nova Europe ISR	-6.70%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
M Global Convertibles SRI	-0.15%
Lazard Convertible Global	-0.27%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Groupama Axiom Legacy	7.10%
Omnibond	6.84%
Axiom Obligataire	6.75%
IVO Fixed Income	6.02%
Carmignac Portfolio Credit	5.14%
Amundi Cash USD	5.08%
AXA IM FIIS US Short Duration High Yield	4.46%
Tikehau European High Yield	4.24%
Schelcher Global High Yield ESG	3.78%
SLF (LUX) Bond High Yield Opportunity 2026	3.29%
BNP Paribas Funds Euro High Yield Bd	3.22%
Tikehau 2027	3.14%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.13%
Eiffel Rendement 2028	3.04%
Ostrum SRI Crédit Ultra Short Plus	2.46%
Tailor Credit 2028 C	2.34%
La Française Rendement Global 2028	2.27%
BNP Paribas Bond 6 M	2.16%
Pluvalca Credit Opportunities 2028	2.02%
Sanso Short Duration	1.97%
ODDO BHF Global Target 2028	1.93%
Auris Euro Rendement	1.91%
Sycoyield 2026	1.61%
Tailor Crédit Rendement Cible	1.56%
La Française Credit Innovation	1.51%
Ofi Invest High Yield 2027	1.44%
Auris Investment Grade	1.34%
Lazard Credit Opportunities	0.97%
Franklin European Total Return Fund	-0.85%
EdR Fund Bond Allocation	-1.27%
Jupiter Dynamic Bond	-1.32%
FTGF Brandywine Global Income Optimiser Fund	-1.37%
GIS Euro Bond	-1.82%
LO Funds - Short-Term Money Market CHF	-3.76%
H2O Multibonds	-10.56%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.65%