CAC 40	Perf Jour	Perf Ytd
7916.08	-0.93%	+7.25%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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BDL Rempart	13.81%
H2O Moderato	12.51%
Ginjer Actifs 360	10.58%
GF Ambition Solidaire	9.28%
Exane Ceres	6.59%
Moneta Long Short	6.11%
Dorval Convictions	5.90%
Eurose	4.36%
M&G (Lux) Dynamic Allocation Fund	4.29%
Ruffer Total Return International	4.08%
VEGA Patrimoine ISR	3.68%
Claresco Allocation Flexible	2.84%
Auris Diversified Beta	2.44%
Carmignac Patrimoine	2.27%
Mandarine Solution	2.25%
R-co Valor	2.24%
VALBOA Exclusif	2.18%
Sienna Diversifié Flexible Monde	2.06%
Gay-Lussac Europe Flex	2.01%
First Eagle Amundi International Fund	1.77%
GIS Global Multi Asset Income	1.65%
ELEVA Global Multi Opportunities	1.50%
Tailor Allocation Defensive	1.47%
Echiquier ARTY SRI	1.45%
BNY Mellon Global Real Return Fund (EUR)	1.26%
R-co Valor Balanced	1.15%
Trusteam Optimum	0.99%
Dorval Global Conservative	0.94%
Dorval Global Allocation	0.84%
Sycomore Next Generation	0.73%
DNCA Invest Evolutif	0.60%
Tikehau International Cross Assets	0.57%
VEGA Euro Rendement ISR	0.38%
ELEVA AR - Dynamic	0.35%
Equilibre Ecologique	0.25%
ACATIS Value Event	0.03%
Russell Inv. MAGS	-0.13%
Elkano Global Fund	-0.63%
Ofi Invest ESG MultiTrack	-0.75%
Echiquier Allocation Flexible	-0.94%
Lazard Patrimoine SRI	-1.06%
Monocle Fund	-1.18%
Nova Dynamique	-2.00%
ODDO BHF Polaris Balanced	-2.30%
Mansartis Investissements ISR	-2.62%
IDE Dynamic World Flexible	-2.90%
AXA WF Global Optimal Income	-3.95%

ACTIONS Perf. YTD

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CM-AM Global Gold	26.33%
Piquemal Houghton Global Equities	10.17%
Sienna Actions Bas Carbone	8.13%
Aperture European Innovation	7.07%
Digital Stars Europe	5.15%
GIS SRI Ageing Population	4.46%
FTGF ClearBridge Infrastructure Value	1.79%
Athymis Industrie 4.0	1.27%
M&G (Lux) Global Listed Infrastructure Fund	0.67%
DNCA Invest Beyond Semperosa	0.33%
HMG Globetrotter	-0.15%
BNP Paribas Aqua	-0.67%
Candriam Equities L Oncology	-0.94%
VIA Smart Equity World	-1.08%
EdR Fund US Value	-1.12%
AXA Aedificandi	-1.39%
EdR Fund Healthcare	-1.42%
MS INVF Global Brands	-1.94%
EdR Fund Big Data	-2.07%
JPMorgan Funds - Global Dividend	-2.19%
Janus Henderson Horizon Global Sustainable Equity Fund	-2.49%
Jupiter Global Ecology Growth	-2.50%
R-co Thematic Real Estate	-2.81%
M&G (Lux) Global Dividend Fund	-3.17%
Comgest Monde	-3.39%
Sienna Actions Internationales	-3.44%
CPR Invest Climate Action	-3.63%
Auris Gravity US Equity Fund	-3.82%
Pictet - Water	-4.09%
Russell Inv. World Equity Fund	-4.10%
Mirova Global Sustainable Equity	-4.12%
Square Megatrends Champions	-4.37%
Echiquier World Equity Growth	-4.51%
MS INVF Global Opportunity	-4.90%
Carmignac Investissement	-4.93%
Mandarine Global Transition	-5.03%
Thematics Water	-5.12%
Sanso Smart Climate	-5.29%
Groupama Global Active Equity	-5.46%
ODDO BHF Global Equity Stars	-6.25%
Ofi Invest ESG Grandes Marques	-6.44%
JPMorgan Funds - Global Select Equity	-6.48%
Covéa Actions Monde	-6.50%
Covéa Ruptures	-6.52%
Groupama Global Disruption	-6.64%
Fidelity Global Technology	-7.03%
Athymis Millennial	-7.21%
Claresco USA	-7.81%
ODDO BHF Artificial Intelligence	-7.82%
Pictet - Premium Brands	-8.11%
Pictet - Global Environmental Opportunities	-8.34%
Pictet - Security	-8.44%
Pictet - Digital	-8.59%
Eurizon Fund Equity Innovation	-8.61%
Thematics Meta	-8.64%
Candriam Equities L Robotics & Innovative Technology	-8.71%
Echiquier Artificial Intelligence	-9.25%
BNP Paribas US Small Cap	-9.82%
Sycomore Sustainable Tech	-9.83%
JPMorgan Funds - America Equity	-10.17%
Franklin India Fund	-10.69%
BNP Paribas Funds Disruptive Technology	-11.71%
CPR Global Disruptive Opportunities	-12.04%
Tocqueville Global Tech ISR	-12.10%
Pictet - Clean Energy Transition	-12.93%
Loomis Sayles U.S. Growth Equity	-12.97%
Franklin U.S. Opportunities Fund	-13.36%
Thematics AI and Robotics	-14.38%
AXA WF Robotech	-14.51%
JPMorgan Funds - US Technology	-14.94%
FTGF Royce US Small Cap Opportunity Fund	-16.23%
Franklin Technology Fund	-16.94%
R-co Thematic Blockchain Global Equity	-17.56%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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H2O Adagio	4.36%
Jupiter Merian Global Equity Absolute Return	4.14%
M&G (Lux) Episode Macro Fund	3.65%
RAM European Market Neutral Equities	3.02%
Fidelity Absolute Return Global Equity Fund	2.54%
BNP Paribas Global Absolute Return Bond	2.05%
Exane Pleiade	1.97%
Cigogne UCITS Credit Opportunities	1.86%
DNCA Invest Alpha Bonds	1.63%
Syquant Capital - Helium Selection	1.48%
Candriam Absolute Return Equity Market Neutral	0.78%
Candriam Bonds Credit Alpha	0.70%
AXA WF Euro Credit Total Return	0.03%
Pictet TR - Atlas	-0.53%
Pictet TR - Atlas Titan	-1.41%

📈 Le graphique de la semaine : la répartition de la part de marché sur les ETF Actifs...

Un point d’entrée pour de nouveaux acteurs sur les ETF

Graphique présenté par Mara Dobrescu, analyste chez Morningstar France, lors de la dernière conférence Fidelity International.

« D'après notre enquête "Professional Investor DNA Survey", parmi tous les véhicules d'investissement, l’ETF actif est celui qui suscite le plus d’intérêt de la part des investisseurs institutionnels et des distributeurs au cours des 18 prochains mois. »

Jean-Denis Bachot

Directeur France - Benelux chez Fidelity International

Pour en savoir plus CLIQUEZ ICI

Publié le vendredi 21 mars 2025

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ACTIONS PEA Perf. YTD

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Axiom European Banks Equity	26.00%
Alken Fund Small Cap Europe	22.04%
Indépendance Europe Small	14.74%
BDL Convictions	13.99%
Groupama Opportunities Europe	13.70%
Tailor Actions Avenir ISR	13.50%
Indépendance France Small & Mid	10.84%
Tocqueville Euro Equity ISR	9.55%
Moneta Multi Caps	9.36%
Ecofi Smart Transition	8.79%
Covéa Perspectives Entreprises	8.69%
Richelieu Family	8.51%
EdR SICAV Tricolore Convictions	8.26%
Uzès WWW Perf	8.10%
R-co 4Change Net Zero Equity Euro	7.96%
Fidelity Europe	7.61%
VALBOA Engagement ISR	7.44%
DNCA Invest Archer Mid-Cap Europe	7.29%
Quadrige France Smallcaps	7.26%
Dorval European Climate Initiative	7.05%
Sycomore Europe Happy @ Work	6.79%
ADS Venn Collective Alpha Europe	6.62%
Europe Income Family	5.90%
Mandarine Premium Europe	5.16%
Norden SRI	4.65%
Dorval Drivers Europe	4.54%
Mandarine Europe Microcap	4.20%
HMG Découvertes	3.75%
Palatine Europe Sustainable Employment	3.58%
Mirova Europe Environmental Equity	2.70%
Tocqueville Croissance Euro ISR	2.52%
Gay-Lussac Microcaps Europe	2.21%
Sycomore Europe Eco Solutions	2.13%
LFR Euro Développement Durable ISR	2.04%
ELEVA Leaders Small & Mid Cap Europe	1.92%
VEGA France Opportunités ISR	1.22%
Lazard Small Caps France	0.88%
VEGA Europe Convictions ISR	0.52%
Amplegest Pricing Power	0.36%
Echiquier Positive Impact Europe	0.23%
Mandarine Unique	-0.31%
Echiquier Major SRI Growth Europe	-0.87%
DNCA Invest SRI Norden Europe	-2.22%
Eiffel Nova Europe ISR	-2.61%
CPR Croissance Dynamique	-3.55%
ADS Venn Collective Alpha US	-7.32%

ARTICLE 9 Perf. YTD

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R-co 4Change Net Zero Equity Euro	7.96%
Dorval European Climate Initiative	7.05%
EdR SICAV Euro Sustainable Equity	5.79%
BDL Transitions Megatrends	1.00%
La Française Credit Innovation	0.76%
Aesculape SRI	0.69%
DNCA Invest Beyond Semperosa	0.33%
Echiquier Positive Impact Europe	0.23%

OBLIGATIONS Perf. YTD

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H2O Multibonds	15.35%
Carmignac Portfolio Credit	1.94%
IVO EM Corporate Debt UCITS	1.83%
Mandarine Credit Opportunities	1.73%
Omnibond	1.71%
FTGF Brandywine Global Income Optimiser Fund	1.55%
Alken Fund Income Opportunities	1.38%
Axiom Short Duration Bond	1.36%
SLF (LUX) Bond High Yield Opportunity 2026	1.28%
Axiom Obligataire	1.19%
Tikehau 2027	0.93%
DNCA Invest Credit Conviction	0.89%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.84%
Ostrum SRI Crossover	0.84%
Tikehau European High Yield	0.83%
Groupama Alpha Fixed Income Plus	0.83%
Jupiter Dynamic Bond	0.80%
La Française Credit Innovation	0.76%
Sanso Short Duration	0.75%
M All Weather Bonds	0.72%
Tailor Credit 2028	0.69%
Schelcher Euro High Yield	0.58%
Tailor Crédit Rendement Cible	0.49%
Pluvalca Credit Opportunities 2028	0.49%
Auris Investment Grade	0.48%
Tikehau 2029	0.45%
R-co Conviction Credit Euro	0.37%
La Française Rendement Global 2028	0.27%
Ofi Invest High Yield 2029	0.22%
Eiffel Rendement 2028	0.10%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.08%
EdR Fund Bond Allocation	-0.13%
Richelieu Euro Credit Unconstrained	-0.15%
Auris Euro Rendement	-0.15%
Ofi Invest Alpha Yield	-0.29%
Epsilon Euro Bond	-1.13%
Lazard Credit Opportunities	-1.23%
LO Funds - Short-Term Money Market CHF	-1.57%
AXA IM FIIS US Short Duration High Yield	-3.25%
Amundi Cash USD	-3.31%