CAC 40 Perf Jour Perf Ytd
7497.54 -0.08% -0.61%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
First Eagle Amundi International Fund 17.24%
R-co Valor 16.19%
IDE Dynamic World Flexible 14.43%
DNCA Invest Evolutif 12.16%
R-co Valor Balanced 11.23%
GF Ambition Solidaire 11.03%
ACATIS Value Event 9.46%
Russell Inv. MAGS 8.69%
Mansartis Investissements ISR 7.95%
ODDO BHF Exklusiv : Polaris Balanced 7.78%
Ofi Invest ESG MultiTrack 7.24%
Carmignac Patrimoine 6.89%
BNY Mellon Global Real Return Fund (EUR) 6.71%
Dorval Convictions 5.95%
Dorval Global Allocation 5.90%
Sienna Diversifié Flexible Monde 5.62%
GIS Global Multi Asset Income 5.59%
Tailor Allocation Defensive 5.32%
Tikehau International Cross Assets 5.13%
Lazard Patrimoine Opportunities SRI 5.07%
Mandarine Solution 4.91%
Exane Ceres 4.88%
JPMorgan Funds - Global Macro Opportunities 4.83%
Sycomore Next Generation 4.79%
VEGA Euro Rendement ISR 4.66%
M&G (Lux) Dynamic Allocation Fund 4.62%
Echiquier Allocation Flexible 4.48%
BDL Rempart 4.48%
Ginjer Actifs 360 4.37%
Trusteam Optimum 4.31%
Auris Diversified Beta 4.17%
Echiquier ARTY SRI 3.88%
Dorval Global Conservative 3.68%
Equilibre Ecologique 3.47%
Eurose 3.29%
Moneta Long Short 3.07%
VEGA Patrimoine ISR 3.03%
Exclusif 21 2.93%
Lazard Patrimoine SRI 1.71%
Cogefi Flex Dynamic 1.07%
Ruffer Total Return International 1.02%
Vivienne Ouessant 0.10%
H2O Moderato -0.02%
Gay-Lussac Europe Flex -1.54%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
CM-AM Global Gold 44.93%
R-co Thematic Blockchain Global Equity 27.89%
Franklin U.S. Opportunities Fund 27.23%
MS INVF Global Opportunity 26.79%
Loomis Sayles U.S. Growth Equity 26.46%
Pictet - Digital 25.23%
Franklin Technology Fund 23.51%
Echiquier Artificial Intelligence 23.16%
CPR Global Disruptive Opportunities 21.77%
Sycomore Sustainable Tech 20.63%
Groupama Global Disruption 20.37%
Mirova Global Sustainable Equity 20.19%
Athymis Millennial 20.06%
Fidelity Global Technology 19.94%
Carmignac Investissement 19.74%
BNP Paribas Funds Disruptive Technology 19.61%
VIA Smart Equity World 19.47%
Ofi Invest ISR Grandes Marques 19.27%
HMG Globetrotter 18.13%
Pictet - Security 17.99%
M&G (Lux) Global Dividend Fund 17.40%
Janus Henderson Horizon Global Sustainable Equity Fund 17.32%
Echiquier World Equity Growth 17.16%
Sanso Smart Climate 17.09%
Russell Inv. World Equity Fund 16.55%
EdR Fund Big Data 16.54%
Digital Stars Europe 16.00%
Covéa Ruptures 15.37%
JPMorgan Funds - Global Dividend 15.22%
Comgest Monde 14.00%
Mandarine Global Transition 13.99%
ODDO BHF Artificial Intelligence 13.95%
BNP Paribas US Small Cap 13.62%
JPMorgan Funds - China A-Share Opportunities 13.10%
MS INVF Global Brands 13.04%
Aperture European Innovation 12.89%
Square Megatrends Champions 12.83%
AXA WF Robotech 12.55%
Jupiter Global Ecology Growth 12.27%
Pictet - Global Megatrend Selection 12.07%
Pictet - Water 11.79%
R-co Valor 4Change Global Equity 11.51%
FTGF ClearBridge Infrastructure Value 11.16%
GemEquity 10.13%
Thematics Meta 10.12%
Aesculape SRI 9.94%
Pictet - Global Environmental Opportunities 9.54%
Thematics AI and Robotics 9.41%
JPMorgan Funds - Global Healthcare 9.40%
M&G (Lux) Global Listed Infrastructure Fund 9.25%
Pictet - Clean Energy Transition 8.84%
Thematics Water 8.66%
Candriam Equities L Oncology Impact 8.25%
CPR Invest Hydrogen 7.92%
BNP Paribas Aqua 7.69%
Sienna Actions Bas Carbone ISR 7.57%
Piquemal Houghton Global Equities 6.92%
GIS SRI Ageing Population 5.92%
EdR Fund US Value 5.71%
AXA Aedificandi 5.55%
DNCA Invest Beyond Semperosa 5.05%
EdR Fund Healthcare 4.42%
Ecofi Enjeux Futurs 3.89%
Pictet - Premium Brands 3.85%
Templeton Global Climate Change Fund 3.28%
Echiquier World Next Leaders 2.69%
Candriam EQ L Europe Innovation -0.53%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
AXA WF Euro Credit Total Return 7.65%
Jupiter Merian Global Equity Absolute Return 7.08%
Pictet TR - Atlas 6.57%
Cigogne UCITS Credit opportunities 5.35%
Sanso MultiStratégies 5.21%
Candriam Bonds Credit Alpha 4.21%
Exane Pleiade 4.14%
Candriam Absolute Return Equity Market Neutral 3.95%
DNCA Invest Alpha Bonds 3.47%
Syquant Capital - Helium Selection 3.28%
Fidelity Absolute Return Global Equity Fund 3.06%
M&G (Lux) Episode Macro Fund 2.04%
H2O Adagio 1.45%
Vivienne Bréhat -5.04%
Actualité Produits
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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

 

Article rédigé par H24 Finance. Tous droits réservés.

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OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 38.88%
CPR Croissance Dynamique 13.30%
DNCA Invest SRI Norden Europe 12.47%
Groupama Opportunities Europe 11.71%
Sycomore Europe Happy @ Work 11.65%
Echiquier Major SRI Growth Europe 9.46%
Europe Income Family 9.40%
VEGA Europe Convictions ISR 9.10%
Tocqueville Euro Equity ISR 8.07%
Tocqueville Croissance Euro ISR 7.90%
BDL Convictions 7.57%
Echiquier Positive Impact Europe 7.41%
Amplegest Pricing Power 6.82%
Dorval Manageurs 6.67%
BNP Paribas Développement Humain 6.63%
EdR SICAV Euro Sustainable Equity 6.36%
HMG Découvertes 5.92%
VEGA France Opportunités ISR 5.57%
Alken Fund Small Cap Europe 4.81%
EdR SICAV Tricolore Convictions 4.78%
Gay-Lussac Microcaps Europe 4.57%
R-co Conviction Equity Value Euro 4.47%
DNCA Invest Archer Mid-Cap Europe 4.44%
Mandarine Europe Microcap 4.38%
Uzès WWW Perf 4.18%
Tailor Actions Avenir ISR 4.11%
Athymis Trendsetters Europe 3.95%
Fidelity Europe 3.77%
Alken European Opportunities 3.64%
Mandarine Premium Europe 3.07%
Mandarine Unique 2.47%
Dorval European Climate Initiative 2.39%
Centifolia 2.31%
Indépendance Europe Small 1.96%
Palatine Europe Sustainable Employment 1.75%
Dorval Manageurs Europe 1.27%
France Engagement 0.23%
Sycomore Europe Eco Solutions -0.16%
Covéa Perspectives Entreprises -0.31%
Indépendance France Small & Mid -0.31%
Moneta Multi Caps -0.84%
Mirova Europe Environmental Equity -2.14%
Richelieu Family -2.73%
Quadrator SRI -2.85%
Pluvalca Small Caps -2.90%
LFR Euro Développement Durable ISR -2.92%
LONVIA Mid-Cap Europe -3.00%
Groupama Avenir Euro -5.41%
Eiffel Nova Europe ISR -5.50%
Quadrige France Smallcaps -7.49%
Lazard Small Caps France -9.66%
Quadrige Europe Midcaps -13.02%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global 3.53%
M Global Convertibles SRI 3.52%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom Obligataire 11.57%
Omnibond 10.80%
Groupama Axiom Legacy 10.56%
IVO EM Corporate Debt UCITS 10.05%
Ofi Invest ESG Alpha Yield 7.57%
AXA IM FIIS US Short Duration High Yield 7.45%
Carmignac Portfolio Credit 7.44%
Tikehau European High Yield 7.42%
Schelcher Global High Yield ESG 7.41%
BNP Paribas Funds Euro High Yield Bd 7.25%
Amundi Cash USD 6.61%
Eiffel Rendement 2028 5.87%
SLF (LUX) Bond High Yield Opportunity 2026 5.87%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 5.69%
Tikehau 2027 5.69%
Mandarine Credit Opportunities 5.52%
Auris Euro Rendement 5.33%
La Française Rendement Global 2028 5.18%
Tailor Crédit Rendement Cible 5.00%
Richelieu Euro Credit Unconstrained 4.40%
Pluvalca Credit Opportunities 2028 4.34%
Tailor Credit 2028 C 4.32%
La Française Credit Innovation 4.31%
Lazard Credit Opportunities 4.06%
Auris Investment Grade 4.00%
ODDO BHF Global Target 2028 3.99%
Ostrum SRI Crédit Ultra Short Plus 3.77%
Ofi Invest High Yield 2027 3.73%
Sanso Short Duration 3.66%
Sycoyield 2026 3.60%
BNP Paribas Bond 6 M 3.49%
EdR Fund Bond Allocation 2.66%
Franklin European Total Return Fund 2.04%
FTGF Brandywine Global Income Optimiser Fund 0.68%
Jupiter Dynamic Bond 0.53%
LO Funds - Short-Term Money Market CHF 0.04%
H2O Multibonds -3.61%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.56%