CAC 40 Perf Jour Perf Ytd

7274.48 -0.27% -3.56%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
IDE Dynamic World Flexible	20.75%
First Eagle Amundi International Fund	16.12%
R-co Valor	16.10%
DNCA Invest Evolutif	14.36%
GF Ambition Solidaire	13.70%
R-co Valor Balanced	11.58%
ACATIS Value Event	10.88%
Mansartis Investissements ISR	9.73%
ODDO BHF Exklusiv : Polaris Balanced	9.27%
Russell Inv. MAGS	8.48%
JPMorgan Funds - Global Macro Opportunities	6.92%
Carmignac Patrimoine	6.92%
Ofi Invest ESG MultiTrack	6.48%
Tikehau International Cross Assets	6.27%
Sienna Diversifié Flexible Monde	6.07%
Lazard Patrimoine Opportunities SRI	6.00%
GIS Global Multi Asset Income	5.97%
Exane Ceres	5.96%
BNY Mellon Global Real Return Fund (EUR)	5.90%
Tailor Allocation Defensive	5.70%
Mandarine Solution	5.67%
Sycomore Next Generation	5.63%
Dorval Convictions	5.47%
Dorval Global Allocation	5.23%
Echiquier Allocation Flexible	5.14%
Trusteam Optimum	4.69%
VALBOA Exclusif	4.44%
VEGA Euro Rendement ISR	4.28%
Auris Diversified Beta	3.91%
Echiquier ARTY SRI	3.79%
Dorval Global Conservative	3.62%
Ginjer Actifs 360	3.05%
Moneta Long Short	3.02%
Eurose	2.72%
Lazard Patrimoine SRI	2.31%
M&G (Lux) Dynamic Allocation Fund	2.24%
Equilibre Ecologique	2.16%
VEGA Patrimoine ISR	2.00%
Cogefi Flex Dynamic	-1.17%
Ruffer Total Return International	-2.15%
Vivienne Ouessant	-3.02%
H2O Moderato	-3.17%
BDL Rempart	-3.88%
Gay-Lussac Europe Flex	-4.37%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
R-co Thematic Blockchain Global Equity	53.08%
Loomis Sayles U.S. Growth Equity	42.84%
Echiquier Artificial Intelligence	37.38%
Franklin Technology Fund	35.94%
Franklin U.S. Opportunities Fund	34.18%
MS INVF Global Opportunity	33.81%
Sycomore Sustainable Tech	33.02%
Pictet - Digital	32.28%
CPR Global Disruptive Opportunities	29.48%
Athymis Millennial	28.17%
BNP Paribas Funds Disruptive Technology	27.89%
CM-AM Global Gold	25.57%
Fidelity Global Technology	25.28%
ODDO BHF Artificial Intelligence	25.09%
Carmignac Investissement	24.98%
Groupama Global Disruption	23.99%
Ofi Invest ISR Grandes Marques	22.93%
VIA Smart Equity World	22.85%
Franklin India Fund	22.77%
Echiquier World Equity Growth	20.96%
M&G (Lux) Global Dividend Fund	19.85%
Russell Inv. World Equity Fund	19.77%
AXA WF Robotech	19.46%
Mirova Global Sustainable Equity	19.41%
Pictet - Security	19.38%
Covéa Ruptures	19.14%
HMG Globetrotter	19.00%
BNP Paribas US Small Cap	18.90%
Sanso Smart Climate	18.65%
Square Megatrends Champions	18.12%
EdR Fund Big Data	17.96%
Thematics AI and Robotics	16.81%
Comgest Monde	15.50%
Janus Henderson Horizon Global Sustainable Equity Fund	15.30%
FTGF Royce US Small Cap Opportunity Fund	14.60%
MS INVF Global Brands	14.54%
Thematics Meta	14.41%
Digital Stars Europe	13.88%
JPMorgan Funds - Global Dividend	13.68%
Pictet - Global Megatrend Selection	13.15%
Candriam Equities L Robotics & Innovative Technology	11.94%
Mandarine Global Transition	11.82%
Aperture European Innovation	11.43%
Pictet - Premium Brands	11.40%
JPMorgan Funds - China A-Share Opportunities	11.31%
CPR Invest Hydrogen	10.65%
R-co Valor 4Change Global Equity	10.09%
Pictet - Clean Energy Transition	9.73%
Pictet - Water	9.37%
FTGF ClearBridge Infrastructure Value	9.18%
Pictet - Global Environmental Opportunities	8.21%
GemEquity	8.08%
Echiquier World Next Leaders	8.00%
Thematics Water	6.75%
Jupiter Global Ecology Growth	6.56%
GIS SRI Ageing Population	5.31%
Sienna Actions Bas Carbone ISR	5.28%
BNP Paribas Aqua	4.74%
Aesculape SRI	3.35%
Piquemal Houghton Global Equities	2.79%
M&G (Lux) Global Listed Infrastructure Fund	2.77%
JPMorgan Funds - Global Healthcare	2.65%
EdR Fund US Value	1.06%
DNCA Invest Beyond Semperosa	0.56%
Ecofi Enjeux Futurs	0.26%
EdR Fund Healthcare	-2.07%
Candriam Equities L Oncology Impact	-4.14%
AXA Aedificandi	-4.91%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
Jupiter Merian Global Equity Absolute Return	9.73%
AXA WF Euro Credit Total Return	8.69%
Pictet TR - Atlas	8.50%
Cigogne UCITS Credit opportunities	6.16%
Exane Pleiade	6.00%
Sanso MultiStratégies	5.21%
Candriam Bonds Credit Alpha	4.61%
Fidelity Absolute Return Global Equity Fund	3.42%
DNCA Invest Alpha Bonds	3.29%
Syquant Capital - Helium Selection	2.55%
Candriam Absolute Return Equity Market Neutral	2.22%
H2O Adagio	0.55%
M&G (Lux) Episode Macro Fund	-0.93%
Vivienne Bréhat	-6.52%

Actualité Produits

Imprimer Envoyer l'Actu

Palmarès des fonds diversifiés selon l'échelle de risque…

Publié le mercredi 2 octobre 2024

Depuis le 1er janvier 2023, la Règlementation Européenne PRIIPS (Packaged Retail and Insurance-based Investment Products) est entrée en application pour les fonds d'investissement. Les niveaux de risque ont changé, passant du SRRI (Synthetic Risk and Reward Indicator) au SRI (Summary Risk Indicator). Ils suivent toujours une échelle de 1 à 7 (du risque le plus faible au plus élevé) mais la méthode introduit désormais la dimension du risque de crédit.

L'échelle de risque,de 1 à 7, est dite SRI (Synthetic Risk Indicator).

« Le SRI est une matrice intégrant le risque marché sur une dimension et le risque crédit sur une autre. Par exemple, pour un fonds multi-asset dont le risque crédit est de 4 et le risque marché de 4, le SRI sera de 5/7. Pour les fonds actions, le risque crédit est de 1 (aucun risque crédit) », explique Pictet Asset Management.

Palmarès de quelques fonds diversifiés selon leur SRI

SRI 2
Tailor Allocation Defensive	+5,40% YTD
Dorval Global Conservative	+3,87% YTD
SRI 3
DNCA Invest Evolutif	+11,50% YTD
R-co Valor Balanced	+10,40% YTD
Russell Inv. MAGS	+9,13% YTD
Ofi Invest ESG MultiTrack	+8,31% YTD
ODDO BHF Exklusiv : Polaris Balanced	+7,54% YTD
BNY Mellon Global Real Return Fund (EUR)	+6,65% YTD
Dorval Global Allocation	+6,48% YTD
M&G (Lux) Dynamic Allocation Fund	+6,37% YTD
Carmignac Patrimoine	+5,79% YTD
Tikehau International Cross Assets	+5,73% YTD
Sienna Diversifié Flexible Monde	+5,27% YTD
VEGA Euro Rendement ISR	+5,08% YTD
Echiquier Allocation Flexible	+5,01% YTD
Equilibre Ecologique	+4,76% YTD
GIS Global Multi Asset Income	+4,65% YTD
Mandarine Solution	+4,57% YTD
Exane Ceres	+4,46% YTD
Sycomore Next Generation	+4,36% YTD
Lazard Patrimoine Opportunities SRI	+4,04% YTD
Echiquier ARTY SRI	+3,92% YTD
Auris Diversified Beta	+3,49% YTD
BDL Rempart	+2,92% YTD
Moneta Long Short	+2,90% YTD
Eurose	+2,86% YTD
Exclusif 21	+2,57% YTD
Trusteam ROC Flex	+2,23% YTD
JPMorgan Funds - Global Macro Opportunities	+2,21% YTD
Ruffer Total Return International	+1,67% YTD
Lazard Patrimoine SRI	+1,27% YTD
Vivienne Ouessant	+0,86% YTD
Gay-Lussac Europe Flex	-2,04% YTD
SRI 4
First Eagle Amundi International Fund	+14,92% YTD
R-co Valor	+14,70% YTD
IDE Dynamic World Flexible	+12,65% YTD
GF Ambition Solidaire	+10,24% YTD
ACATIS Value Event	+8,66% YTD
Mansartis Investissements ISR	+7,75% YTD
Dorval Convictions	+7,17% YTD
Ginjer Actifs 360	+5,27% YTD
VEGA Patrimoine ISR	+4,15% YTD
Cogefi Flex Dynamic	+2,15% YTD
SRI 5
H2O Moderato	+3,23% YTD

Retour

Diversifiés/Flex Actions Convertibles

PEA Obligations Absolute return

Buzz H24

Produits : Top 3 des produits de Private Equity privilégiés par les CGP chez

Marché : Super pas chères et toujours délaissées, que se passe-t-il ?

Acteurs : Une nouvelle équipe et de nouveaux projets pour

Témoin : « Nous sommes certains que ce fonds intéressera les investisseurs tant institutionnels que distributeurs...»

Patrimoine : Qui est ce cabinet qui gère 130 millions d'euros d’actifs ?

Vidéos : L’esprit de Noël avec la traditionnelle vidéo de La Financière de l'Echiquier

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	43.83%
CPR Croissance Dynamique	16.29%
Sycomore Europe Happy @ Work	11.45%
DNCA Invest SRI Norden Europe	9.76%
Echiquier Major SRI Growth Europe	9.25%
Amplegest Pricing Power	8.48%
Tocqueville Croissance Euro ISR	8.30%
Alken Fund Small Cap Europe	8.12%
Groupama Opportunities Europe	8.05%
Alken European Opportunities	7.83%
Uzès WWW Perf	7.31%
Tailor Actions Avenir ISR	7.26%
VEGA Europe Convictions ISR	6.91%
Echiquier Positive Impact Europe	6.75%
Tocqueville Euro Equity ISR	6.32%
DNCA Invest Archer Mid-Cap Europe	5.67%
Europe Income Family	5.43%
HMG Découvertes	4.74%
BNP Paribas Développement Humain	4.33%
VEGA France Opportunités ISR	3.88%
Gay-Lussac Microcaps Europe	3.34%
EdR SICAV Euro Sustainable Equity	3.23%
EdR SICAV Tricolore Convictions	2.44%
Fidelity Europe	2.18%
Indépendance Europe Small	2.00%
Mandarine Europe Microcap	1.67%
Dorval Manageurs	1.42%
R-co Conviction Equity Value Euro	1.41%
Athymis Trendsetters Europe	0.43%
BDL Convictions	-0.13%
Palatine Europe Sustainable Employment	-0.56%
Mandarine Premium Europe	-0.67%
Mandarine Unique	-0.97%
Centifolia	-1.23%
Dorval European Climate Initiative	-2.11%
Indépendance France Small & Mid	-3.08%
Dorval Manageurs Europe	-3.28%
LFR Euro Développement Durable ISR	-3.31%
LONVIA Mid-Cap Europe	-3.44%
Moneta Multi Caps	-4.34%
Pluvalca Small Caps	-6.05%
Covéa Perspectives Entreprises	-6.12%
VALBOA Engagement ISR	-6.43%
Mirova Europe Environmental Equity	-7.07%
Richelieu Family	-7.31%
Quadrator SRI	-7.91%
Sycomore Europe Eco Solutions	-7.96%
Groupama Avenir Euro	-8.13%
Eiffel Nova Europe ISR	-10.59%
Quadrige France Smallcaps	-13.22%
Lazard Small Caps France	-15.18%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	7.32%
M Global Convertibles SRI	4.18%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom Obligataire	12.91%
Omnibond	12.69%
AXA IM FIIS US Short Duration High Yield	12.16%
Amundi Cash USD	11.85%
IVO EM Corporate Debt UCITS	10.31%
Schelcher Euro High Yield	9.08%
Ofi Invest ESG Alpha Yield	9.07%
Tikehau European High Yield	9.03%
BNP Paribas Funds Euro High Yield Bd	8.67%
Carmignac Portfolio Credit	7.91%
Axiom Short Duration Bond	7.57%
Eiffel Rendement 2028	7.35%
Tikehau 2027	6.90%
Mandarine Credit Opportunities	6.73%
SLF (LUX) Bond High Yield Opportunity 2026	6.71%
Auris Euro Rendement	6.61%
La Française Rendement Global 2028	6.60%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	6.45%
Richelieu Euro Credit Unconstrained	5.70%
Tailor Crédit Rendement Cible	5.50%
Tailor Credit 2028	5.10%
Pluvalca Credit Opportunities 2028	5.09%
Lazard Credit Opportunities	4.83%
Ofi Invest High Yield 2027	4.55%
ODDO BHF Global Target 2028	4.52%
La Française Credit Innovation	4.48%
Auris Investment Grade	4.46%
Sycoyield 2026	4.41%
Sanso Short Duration	4.32%
Ostrum SRI Crédit Ultra Short Plus	4.32%
BNP Paribas Bond 6 M	3.97%
EdR Fund Bond Allocation	3.17%
LO Funds - Short-Term Money Market CHF	1.04%
FTGF Brandywine Global Income Optimiser Fund	-0.04%
Jupiter Dynamic Bond	-1.32%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.44%
H2O Multibonds	-8.82%