CAC 40	Perf Jour	Perf Ytd
7822.67	+0.01%	+5.99%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	22.15%
BDL Rempart	16.20%
H2O Moderato	15.16%
Ginjer Actifs 360	14.35%
Moneta Long Short	12.63%
Claresco Allocation Flexible	9.99%
Exane Ceres	8.71%
Clartan Valeurs	8.33%
Dorval Convictions	7.64%
Carmignac Patrimoine	7.53%
VEGA Patrimoine ISR	7.00%
Eurose	6.38%
Auris Diversified Beta	6.38%
ELEVA AR - Dynamic	6.00%
Ruffer Total Return International	5.69%
AXA WF Global Optimal Income	5.50%
R-co Valor	5.32%
Sienna Diversifié Flexible Monde	5.15%
M&G (Lux) Dynamic Allocation Fund	5.08%
ELEVA Global Multi Opportunities	5.07%
R-co Valor Balanced	4.02%
Ofi Invest ESG MultiTrack	3.65%
BNY Mellon Global Real Return Fund (EUR)	3.47%
Monocle Fund	3.22%
Dorval Global Allocation	3.07%
Echiquier ARTY SRI	2.95%
Tikehau International Cross Assets	2.78%
Sycomore Next Generation	2.72%
Russell Inv. MAGS	2.65%
Gay-Lussac Europe Flex	2.61%
DNCA Invest Evolutif	2.43%
VALBOA Exclusif	2.27%
Trusteam Optimum	2.22%
Elkano Global Fund	2.22%
Tailor Allocation Defensive	2.15%
Mandarine Solution	2.14%
GIS Global Multi Asset Income	2.10%
VEGA Euro Rendement ISR	2.06%
ACATIS Value Event	0.25%
Lazard Patrimoine SRI	-0.11%
IDE Dynamic World Flexible	-0.65%
First Eagle Amundi International Fund	-0.70%
ODDO BHF Polaris Balanced	-1.10%
Mansartis Investissements ISR	-2.90%
Nova Dynamique	-3.50%

ACTIONS Perf. YTD

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CM-AM Global Gold	34.41%
Jupiter Financial Innovation	18.66%
R-co Thematic Blockchain Global Equity	15.31%
Aperture European Innovation	15.11%
Digital Stars Europe	14.97%
Sienna Actions Bas Carbone	10.36%
Candriam Equities L Robotics & Innovative Technology	8.99%
Auris Gravity US Equity Fund	8.80%
Piquemal Houghton Global Equities	8.75%
Athymis Industrie 4.0	8.42%
R-co Thematic Real Estate	7.82%
AXA Aedificandi	7.77%
Carmignac Investissement	5.36%
HMG Globetrotter	4.89%
Echiquier Artificial Intelligence	4.63%
Sycomore Sustainable Tech	4.56%
FTGF ClearBridge Infrastructure Value	3.89%
Square Megatrends Champions	3.49%
GIS Sycomore Ageing Population	3.17%
Janus Henderson Horizon Global Sustainable Equity Fund	2.14%
DNCA Invest Beyond Semperosa	2.08%
Pictet - Digital	1.79%
MS INVF Global Opportunity	1.61%
Mandarine Global Transition	1.32%
Fidelity Global Technology	1.04%
EdR Fund Big Data	0.19%
JPMorgan Funds - Global Dividend	-0.30%
VIA Smart Equity World	-0.34%
BNP Paribas Aqua	-0.67%
JPMorgan Funds - US Technology	-1.00%
Franklin Technology Fund	-1.03%
CPR Invest Climate Action	-1.03%
Sienna Actions Internationales	-1.05%
Thematics AI and Robotics	-1.14%
M&G (Lux) Global Listed Infrastructure Fund	-1.38%
ODDO BHF Artificial Intelligence	-1.43%
Pictet - Clean Energy Transition	-1.50%
Groupama Global Active Equity	-1.90%
Sanso Smart Climate	-2.22%
Echiquier Global Tech	-2.31%
Thematics Water	-2.55%
Eurizon Fund Equity Innovation	-2.59%
Echiquier World Equity Growth	-2.64%
Russell Inv. World Equity Fund	-2.82%
Pictet - Security	-2.89%
Candriam Equities L Oncology	-2.92%
Pictet - Water	-3.08%
Mirova Global Sustainable Equity	-3.11%
Comgest Monde	-3.45%
Covéa Ruptures	-3.67%
BNP Paribas Funds Disruptive Technology	-3.70%
M&G (Lux) Global Dividend Fund	-4.27%
Loomis Sayles U.S. Growth Equity	-4.34%
Ofi Invest Grandes Marques	-4.42%
JPMorgan Funds - Global Select Equity	-4.51%
ODDO BHF Global Equity Stars	-4.68%
Thematics Meta	-4.93%
Covéa Actions Monde	-5.11%
Groupama Global Disruption	-5.21%
MS INVF Global Brands	-6.12%
EdR Fund US Value	-6.31%
Athymis Millennial	-6.39%
Franklin U.S. Opportunities Fund	-6.44%
CPR Global Disruptive Opportunities	-6.67%
Claresco USA	-7.23%
AXA WF Robotech	-7.42%
JPMorgan Funds - America Equity	-7.61%
BNP Paribas US Small Cap	-8.23%
EdR Fund Healthcare	-10.24%
FTGF Royce US Small Cap Opportunity Fund	-11.19%
Franklin India Fund	-11.29%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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RAM European Market Neutral Equities	6.43%
H2O Adagio	5.86%
Pictet TR - Atlas Titan	5.70%
Jupiter Merian Global Equity Absolute Return	5.69%
BNP Paribas Global Absolute Return Bond	5.33%
Sienna Performance Absolue Défensif	4.66%
Syquant Capital - Helium Selection	4.36%
Cigogne UCITS Credit Opportunities	3.30%
Pictet TR - Atlas	3.25%
Exane Pleiade	3.07%
M&G (Lux) Episode Macro Fund	3.05%
AXA WF Euro Credit Total Return	2.82%
DNCA Invest Alpha Bonds	2.74%
Fidelity Absolute Return Global Equity Fund	2.03%
Candriam Bonds Credit Alpha	1.79%
Candriam Absolute Return Equity Market Neutral	-0.19%

Macro-économie et marchés : Que faire pendant l'été 2025 ?

Les réponses de Frédéric Leroux (responsable de l’équipe cross asset, gérant – Carmignac), Stéphane Déo (gérant – ELEVA Capital) et Yoann Ignatiew (gérant – Rothschild & Co AM).

Publié le jeudi 17 juillet 2025

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ACTIONS PEA Perf. YTD

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Alken Fund Small Cap Europe	46.06%
Axiom European Banks Equity	37.45%
Indépendance Europe Small	36.04%
Tailor Actions Avenir ISR	27.72%
Quadrige France Smallcaps	25.10%
VALBOA Engagement ISR	24.34%
Indépendance France Small & Mid	21.80%
Uzès WWW Perf	21.04%
BDL Convictions	19.23%
Tocqueville Value Euro ISR	18.59%
Groupama Opportunities Europe	18.40%
Covéa Perspectives Entreprises	18.02%
Moneta Multi Caps	17.80%
DNCA Invest Archer Mid-Cap Europe	16.69%
Richelieu Family	14.96%
Mandarine Premium Europe	14.62%
Europe Income Family	13.75%
R-co 4Change Net Zero Equity Euro	12.82%
EdR SICAV Tricolore Convictions	12.24%
Mandarine Europe Microcap	11.97%
Ecofi Smart Transition	11.76%
Tocqueville Euro Equity ISR	11.19%
Lazard Small Caps France	10.97%
Gay-Lussac Microcaps Europe	10.77%
HMG Découvertes	9.82%
ELEVA Leaders Small & Mid Cap Europe	8.64%
Sycomore Europe Happy @ Work	8.48%
Sycomore Europe Eco Solutions	8.34%
Mandarine Unique	7.84%
Fidelity Europe	7.17%
Dorval Drivers Europe	6.99%
Mirova Europe Environmental Equity	6.53%
Palatine Europe Sustainable Employment	6.15%
ADS Venn Collective Alpha Europe	5.75%
Echiquier Agenor SRI Mid Cap Europe	4.99%
LFR Euro Développement Durable ISR	4.87%
Norden SRI	3.84%
Amplegest Pricing Power	3.03%
Eiffel Nova Europe ISR	2.68%
Tocqueville Croissance Euro ISR	2.66%
VEGA France Opportunités ISR	2.05%
VEGA Europe Convictions ISR	1.45%
DNCA Invest SRI Norden Europe	0.66%
CPR Croissance Dynamique	-1.44%
Echiquier Major SRI Growth Europe	-3.47%
ADS Venn Collective Alpha US	-9.07%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	13.82%
R-co 4Change Net Zero Equity Euro	12.82%
EdR SICAV Euro Sustainable Equity	8.77%
BDL Transitions Megatrends	6.60%
La Française Credit Innovation	2.78%
DNCA Invest Beyond Semperosa	2.08%
Equilibre Ecologique	1.63%
Echiquier Positive Impact Europe	1.47%
Triodos Future Generations	0.24%
Triodos Impact Mixed	-1.14%
Triodos Global Equities Impact	-3.81%
Aesculape SRI	-8.16%

OBLIGATIONS Perf. YTD

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H2O Multibonds	18.73%
IVO Global High Yield	4.46%
Axiom Obligataire	4.18%
Carmignac Portfolio Credit	4.11%
Income Euro Sélection	4.08%
Axiom Emerging Markets Corporate Bonds	3.73%
Omnibond	3.54%
Tikehau European High Yield	3.14%
IVO EM Corporate Debt Short Duration SRI	3.13%
Axiom Short Duration Bond	3.07%
IVO EM Corporate Debt UCITS	3.01%
SLF (LUX) Bond High Yield Opportunity 2026	2.85%
La Française Credit Innovation	2.78%
Schelcher Global Yield 2028	2.77%
Ostrum SRI Crossover	2.76%
DNCA Invest Credit Conviction	2.72%
R-co Conviction Credit Euro	2.66%
Tikehau 2029	2.64%
Ofi Invest Alpha Yield	2.62%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	2.56%
Ofi Invest High Yield 2029	2.53%
Jupiter Dynamic Bond	2.50%
Mandarine Credit Opportunities	2.41%
Tikehau 2027	2.38%
Auris Investment Grade	2.38%
La Française Rendement Global 2028	2.36%
Tailor Crédit Rendement Cible	2.33%
Pluvalca Credit Opportunities 2028	2.33%
Alken Fund Income Opportunities	2.25%
Auris Euro Rendement	2.18%
Tailor Credit 2028	2.08%
Groupama Alpha Fixed Income Plus	1.82%
FTGF Brandywine Global Income Optimiser Fund	1.65%
Eiffel Rendement 2028	1.63%
Richelieu Euro Credit Unconstrained	1.35%
M All Weather Bonds	1.22%
EdR Fund Bond Allocation	0.96%
Sanso Short Duration	0.94%
Lazard Credit Opportunities	0.82%
LO Funds - Short-Term Money Market CHF	0.69%
Epsilon Euro Bond	0.48%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.85%
AXA IM FIIS US Short Duration High Yield	-7.87%
Amundi Cash USD	-8.95%