CAC 40	Perf Jour	Perf Ytd
8122.58	+0.15%	+10.05%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	9.44%
Ginjer Actifs 360	8.99%
Exane Ceres	6.97%
R-co Valor	6.87%
Dorval Convictions	6.84%
ELEVA Global Multi Opportunities	6.04%
GF Ambition Solidaire	6.04%
DNCA Invest Evolutif	5.79%
First Eagle Amundi International Fund	5.29%
VEGA Patrimoine ISR	5.18%
AXA WF Global Optimal Income	5.02%
VALBOA Exclusif	4.65%
Mansartis Investissements ISR	4.53%
BDL Rempart	4.41%
M&G (Lux) Dynamic Allocation Fund	4.38%
Carmignac Patrimoine	4.29%
Moneta Long Short	4.27%
Sienna Diversifié Flexible Monde	4.23%
Ruffer Total Return International	4.23%
R-co Valor Balanced	3.85%
GIS Global Multi Asset Income	3.79%
ELEVA AR - Dynamic	3.65%
Nova Dynamique	3.52%
Russell Inv. MAGS	3.35%
Auris Diversified Beta	3.20%
Mandarine Solution	3.14%
Eurose	3.07%
IDE Dynamic World Flexible	3.07%
BNY Mellon Global Real Return Fund (EUR)	3.04%
Monocle Fund	2.81%
ACATIS Value Event	2.69%
Tikehau International Cross Assets	2.67%
Gay-Lussac Europe Flex	2.65%
Sycomore Next Generation	2.61%
Echiquier Allocation Flexible	2.61%
Echiquier ARTY SRI	2.55%
ODDO BHF Polaris Balanced	2.54%
Dorval Global Allocation	2.27%
Ofi Invest ESG MultiTrack	2.26%
VEGA Euro Rendement ISR	2.02%
Tailor Allocation Defensive	1.71%
Equilibre Ecologique	1.66%
Elkano Global Fund	1.58%
Dorval Global Conservative	1.30%
Trusteam Optimum	1.26%
Lazard Patrimoine SRI	0.83%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	18.86%
Aperture European Innovation	10.33%
Sienna Actions Bas Carbone	9.44%
MS INVF Global Opportunity	9.23%
Echiquier Artificial Intelligence	9.09%
Piquemal Houghton Global Equities	8.41%
GIS SRI Ageing Population	8.35%
ODDO BHF Artificial Intelligence	8.09%
Pictet - Digital	6.91%
Athymis Millennial	6.61%
Pictet - Premium Brands	6.44%
Digital Stars Europe	6.22%
JPMorgan Funds - US Technology	6.11%
Athymis Industrie 4.0	5.99%
Janus Henderson Horizon Global Sustainable Equity Fund	5.95%
Groupama Global Disruption	5.81%
VIA Smart Equity World	5.79%
Jupiter Global Ecology Growth	5.71%
Tocqueville Global Tech ISR	5.61%
Pictet - Security	5.55%
R-co Thematic Blockchain Global Equity	5.22%
Echiquier World Equity Growth	5.22%
Mirova Global Sustainable Equity	5.14%
DNCA Invest Beyond Semperosa	5.12%
CPR Global Disruptive Opportunities	5.12%
Comgest Monde	5.11%
Sienna Actions Internationales	5.10%
Square Megatrends Champions	5.01%
Fidelity Global Technology	4.98%
CPR Invest Climate Action	4.94%
EdR Fund Big Data	4.71%
JPMorgan Funds - Global Dividend	4.64%
Auris Gravity US Equity Fund	4.64%
Sycomore Sustainable Tech	4.64%
Candriam Equities L Robotics & Innovative Technology	4.53%
BNP Paribas Funds Disruptive Technology	4.49%
EdR Fund Healthcare	4.45%
Groupama Global Active Equity	4.44%
M&G (Lux) Global Dividend Fund	4.41%
Eurizon Fund Equity Innovation	4.38%
MS INVF Global Brands	4.23%
Russell Inv. World Equity Fund	4.22%
Ofi Invest ISR Grandes Marques	3.84%
Carmignac Investissement	3.83%
EdR Fund US Value	3.77%
BNP Paribas Aqua	3.57%
Candriam Equities L Oncology	3.46%
Sanso Smart Climate	3.42%
Thematics Meta	3.41%
ODDO BHF Global Equity Stars	3.07%
BNP Paribas US Small Cap	3.04%
Covéa Actions Monde	2.85%
Franklin Technology Fund	2.68%
Loomis Sayles U.S. Growth Equity	2.67%
Covéa Ruptures	2.46%
Thematics AI and Robotics	2.46%
Franklin U.S. Opportunities Fund	2.35%
JPMorgan Funds - Global Select Equity	2.28%
FTGF ClearBridge Infrastructure Value	2.16%
Pictet - Clean Energy Transition	1.81%
FTGF Royce US Small Cap Opportunity Fund	1.67%
Pictet - Water	1.55%
AXA WF Robotech	1.44%
Mandarine Global Transition	1.43%
Thematics Water	1.26%
AXA Aedificandi	1.18%
JPMorgan Funds - America Equity	1.00%
Pictet - Global Environmental Opportunities	0.61%
R-co Thematic Real Estate	-0.18%
HMG Globetrotter	-0.74%
M&G (Lux) Global Listed Infrastructure Fund	-1.26%
Franklin India Fund	-8.80%

PERFORMANCE ABSOLUE Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Adagio	3.84%
Fidelity Absolute Return Global Equity Fund	3.47%
Pictet TR - Atlas Titan	2.79%
Jupiter Merian Global Equity Absolute Return	2.52%
M&G (Lux) Episode Macro Fund	2.34%
Pictet TR - Atlas	1.66%
Cigogne UCITS Credit Opportunities	1.58%
Exane Pleiade	1.55%
RAM European Market Neutral Equities	1.42%
DNCA Invest Alpha Bonds	1.32%
Candriam Absolute Return Equity Market Neutral	1.11%
AXA WF Euro Credit Total Return	0.84%
Syquant Capital - Helium Selection	0.61%
Candriam Bonds Credit Alpha	0.42%

Le tableau de bord de la gestion diversifiée

Commentaire EOS Allocations :

Hormis R-Co Valor et DNCA Evolutif qui abaissent très légèrement leur exposition actions, les autres fonds du panel ont tous augmenté assez sensiblement leur exposition actions. On constate que plus le fonds a un tropisme européen, plus l'exposition a été augmentée. A noter que R-Co Valor est proche de son point bas d'exposition actions sur les 15 dernières années.

Côté obligataire, la sensibilité obligataire est au plus haut. Les gérants s'attendent à une détente des taux en Europe.

Publié le mercredi 12 février 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	14.97%
Alken Fund Small Cap Europe	11.01%
Tocqueville Euro Equity ISR	10.89%
Ecofi Smart Transition	10.30%
Uzès WWW Perf	10.26%
Fidelity Europe	9.67%
Tocqueville Croissance Euro ISR	9.50%
Echiquier Major SRI Growth Europe	9.49%
Groupama Opportunities Europe	9.04%
Richelieu Family	8.89%
Dorval Drivers Europe	8.79%
Sycomore Europe Happy @ Work	8.69%
ADS Venn Collective Alpha Europe	8.66%
Tailor Actions Avenir ISR	8.51%
EdR SICAV Tricolore Convictions	8.33%
R-co 4Change Net Zero Equity Euro	8.06%
Amplegest Pricing Power	8.06%
Echiquier Positive Impact Europe	8.05%
Norden SRI	8.05%
LFR Euro Développement Durable ISR	7.98%
BDL Convictions	7.58%
VEGA Europe Convictions ISR	7.57%
VEGA France Opportunités ISR	7.56%
Indépendance Europe Small	7.53%
Dorval European Climate Initiative	7.33%
Europe Income Family	7.04%
Moneta Multi Caps	6.99%
Palatine Europe Sustainable Employment	6.57%
Indépendance France Small & Mid	6.09%
Covéa Perspectives Entreprises	6.07%
DNCA Invest Archer Mid-Cap Europe	5.63%
EdR SICAV Euro Sustainable Equity	5.40%
ELEVA Leaders Small & Mid Cap Europe	5.40%
Mandarine Premium Europe	5.18%
DNCA Invest SRI Norden Europe	4.86%
Quadrige France Smallcaps	4.36%
ADS Venn Collective Alpha US	4.00%
Mirova Europe Environmental Equity	3.97%
HMG Découvertes	3.91%
Sycomore Europe Eco Solutions	3.77%
VALBOA Engagement ISR	3.68%
CPR Croissance Dynamique	3.31%
Mandarine Europe Microcap	2.87%
Mandarine Unique	2.59%
Gay-Lussac Microcaps Europe	1.95%
Eiffel Nova Europe ISR	0.28%
Lazard Small Caps France	-0.02%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	8.06%
Echiquier Positive Impact Europe	8.05%
Dorval European Climate Initiative	7.33%
Aesculape SRI	6.17%
DNCA Invest Beyond Semperosa	5.12%
La Française Credit Innovation	0.92%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	14.71%
Goldman Sachs Yen Liquid Reserves Fund Institutional	3.94%
Omnibond	2.49%
Carmignac Portfolio Credit	2.15%
IVO EM Corporate Debt UCITS	1.93%
FTGF Brandywine Global Income Optimiser Fund	1.75%
Axiom Obligataire	1.70%
Tikehau European High Yield	1.49%
Mandarine Credit Opportunities	1.38%
Alken Fund Income Opportunities	1.29%
SLF (LUX) Bond High Yield Opportunity 2026	1.24%
Schelcher Euro High Yield	1.23%
BNP Paribas Global Enhanced Bond 36M	1.18%
Tikehau 2027	1.18%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	1.08%
DNCA Invest Credit Conviction	1.08%
Axiom Short Duration Bond	1.05%
Auris Euro Rendement	1.01%
Pluvalca Credit Opportunities 2028	0.99%
Auris Investment Grade	0.97%
Tailor Credit 2028	0.93%
La Française Credit Innovation	0.92%
Tikehau 2029	0.86%
La Française Rendement Global 2028	0.86%
Ostrum SRI Crossover	0.80%
R-co Conviction Credit Euro	0.78%
Sanso Short Duration	0.73%
Ofi Invest High Yield 2029	0.72%
Eiffel Rendement 2028	0.71%
Jupiter Dynamic Bond	0.71%
Groupama Alpha Fixed Income Plus	0.70%
Ofi Invest ESG Alpha Yield	0.66%
EdR Fund Bond Allocation	0.63%
Lazard Credit Opportunities	0.56%
Richelieu Euro Credit Unconstrained	0.53%
Tailor Crédit Rendement Cible	0.52%
AXA IM FIIS US Short Duration High Yield	0.50%
Epsilon Euro Bond	-0.35%
LO Funds - Short-Term Money Market CHF	-0.42%
Amundi Cash USD	-0.53%

Le tableau de bord de la gestion diversifiée

Commentaire EOS Allocations :

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