CAC 40	Perf Jour	Perf Ytd
8125.77	+0.05%	+10.08%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	23.70%
Ginjer Actifs 360	23.06%
Moneta Long Short	21.59%
GF Ambition Solidaire	20.01%
Clartan Valeurs	19.79%
R-co Valor	16.32%
BDL Rempart	16.13%
AXA WF Global Optimal Income	14.22%
Claresco Allocation Flexible	13.99%
M&G (Lux) Dynamic Allocation Fund	12.60%
Carmignac Patrimoine	11.42%
ELEVA Global Multi Opportunities	10.91%
R-co Valor Balanced	10.54%
First Eagle Amundi International Fund	10.36%
Dorval Convictions	10.15%
Russell Inv. MAGS	9.22%
ELEVA AR - Dynamic	9.09%
Sienna Diversifié Flexible Monde	8.98%
Ruffer Total Return International	8.81%
VEGA Patrimoine ISR	8.71%
GIS Global Multi Asset Income	8.58%
Ofi Invest ESG MultiTrack	8.22%
Auris Diversified Beta	8.10%
BNY Mellon Global Real Return Fund (EUR)	8.04%
Mandarine Solution	7.69%
Eurose	7.41%
Dorval Global Allocation	6.94%
Nova Dynamique	6.45%
Exane Ceres	6.35%
Elkano Global Fund	6.31%
DNCA Invest Evolutif	5.02%
Sycomore Next Generation	4.80%
VALBOA Exclusif	4.69%
Tikehau International Cross Assets	4.65%
Echiquier ARTY SRI	3.95%
Trusteam Optimum	3.21%
IDE Dynamic World Flexible	3.03%
VEGA Euro Rendement ISR	2.92%
Monocle Fund	2.84%
Tailor Allocation Defensive	2.81%
ACATIS Value Event	1.26%
ODDO BHF Polaris Balanced	-0.65%
Mansartis Investissements ISR	-2.16%
Gay-Lussac Europe Flex	-2.91%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	105.85%
Jupiter Financial Innovation	28.57%
Piquemal Houghton Global Equities	23.33%
Aperture European Innovation	21.41%
Candriam Equities L Oncology	21.36%
Digital Stars Europe	20.12%
Candriam Equities L Robotics & Innovative Technology	20.10%
GemEquity	19.23%
R-co Thematic Blockchain Global Equity	18.86%
Sienna Actions Bas Carbone	15.97%
Auris Gravity US Equity Fund	15.57%
Carmignac Investissement	15.33%
Echiquier Artificial Intelligence	14.83%
HMG Globetrotter	13.23%
Groupama Global Disruption	12.58%
Pictet - Clean Energy Transition	11.94%
Sycomore Sustainable Tech	11.08%
Athymis Industrie 4.0	10.12%
Groupama Global Active Equity	10.02%
Fidelity Global Technology	9.68%
Square Megatrends Champions	9.58%
BNP Paribas Funds Disruptive Technology	8.57%
FTGF ClearBridge Infrastructure Value	8.51%
AXA Aedificandi	7.95%
Eurizon Fund Equity Innovation	7.77%
EdRS Global Resilience	7.40%
Sienna Actions Internationales	7.37%
Franklin Technology Fund	6.86%
EdR Fund Big Data	6.67%
GIS Sycomore Ageing Population	6.27%
R-co Thematic Real Estate	6.15%
Thematics AI and Robotics	5.92%
Russell Inv. World Equity Fund	5.37%
ODDO BHF Artificial Intelligence	4.81%
JPMorgan Funds - US Technology	4.79%
Covéa Ruptures	4.43%
Pictet - Digital	3.89%
JPMorgan Funds - Global Dividend	3.73%
Palatine Amérique	3.69%
Echiquier World Equity Growth	3.54%
DNCA Invest Beyond Semperosa	3.36%
Sanso Smart Climate	2.97%
Mandarine Global Transition	2.70%
CPR Invest Climate Action	2.55%
Claresco USA	2.46%
Janus Henderson Horizon Global Sustainable Equity Fund	1.73%
Echiquier Global Tech	1.24%
M&G (Lux) Global Dividend Fund	1.16%
Thematics Water	1.15%
Covéa Actions Monde	1.10%
EdR Fund Healthcare	0.81%
Mirova Global Sustainable Equity	0.65%
BNP Paribas Aqua	0.44%
Ofi Invest Grandes Marques	0.13%
AXA WF Robotech	0.00%
Loomis Sayles U.S. Growth Equity	-0.06%
Comgest Monde	-0.27%
M&G (Lux) Global Listed Infrastructure Fund	-0.28%
BNP Paribas US Small Cap	-0.36%
FTGF Royce US Small Cap Opportunity Fund	-0.52%
JPMorgan Funds - America Equity	-1.60%
MS INVF Global Opportunity	-1.84%
CPR Global Disruptive Opportunities	-2.12%
Pictet - Water	-2.75%
ODDO BHF Global Equity Stars	-4.37%
Franklin U.S. Opportunities Fund	-4.41%
Thematics Meta	-4.46%
Athymis Millennial	-4.50%
Pictet - Security	-6.19%
MS INVF Global Brands	-12.57%
Franklin India Fund	-14.79%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	11.25%
Pictet TR - Atlas Titan	11.05%
H2O Adagio	9.04%
RAM European Market Neutral Equities	7.74%
Syquant Capital - Helium Selection	6.97%
Fidelity Absolute Return Global Equity Fund	6.69%
Sienna Performance Absolue Défensif	6.29%
M&G (Lux) Episode Macro Fund	6.27%
Pictet TR - Atlas	5.94%
Exane Pleiade	5.28%
DNCA Invest Alpha Bonds	4.86%
BNP Paribas Global Absolute Return Bond	4.69%
Cigogne UCITS Credit Opportunities	4.46%
AXA WF Euro Credit Total Return	3.89%
Candriam Absolute Return Equity Market Neutral	2.51%
Candriam Bonds Credit Alpha	2.23%

Palmarès des fonds ayant un ratio de Sharpe > 1 sur 5 ans

Le ratio de Sharpe mesure la rentabilité excédentaire par rapport au Taux de l'argent sans risque d'un portefeuille d'actifs divisé par l'écart type de cette rentabilité. C'est donc une mesure de la rentabilité marginale par unité de risque.

Il permet de mesurer les performances de gérants pratiquant des politiques de risque différentes.

Si le ratio est supérieur à 1, le rendement du portefeuille dépasse la performance du référentiel pour une prise de risque ad hoc. Autrement dit, la sur-performance ne se fait pas au prix d'un risque trop élevé.

Syquant Capital - Helium Selection : 2.43

Jupiter Merian Global Equity Absolute Return : 1.64

Alken Fund Small Cap Europe : 1.57

Indépendance Europe Small : 1.55

Axiom European Banks Equity : 1.45

HMG Globetrotter : 1.41

SLF (F) Opportunité High Yield 2028 : 1.36

Omnibond : 1.23

GF Ambition Solidaire : 1.21

JPMorgan Euroland Dynamic : 1.14

JPMorgan Funds - America Equity : 1.13

H2O Multiequities : 1.13

BDL Rempart : 1.12

JPMorgan Funds - Global Dividend : 1.12

DNCA Invest Alpha Bonds : 1.11

EdR Fund Big Data : 1.08

Groupama Global Active Equity : 1.06

Moneta Long Short: 1.06

VALBOA Exclusif : 1.06

Tocqueville Value Euro ISR: 1.04

Fidelity Global Technology : 1.04

Pictet - Atlas Titan : 1.01

Sienna Performance Absolue Défensif : 1.01

Publié le mercredi 3 décembre 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	54.76%
Alken Fund Small Cap Europe	54.07%
Indépendance Europe Small	41.64%
Tailor Actions Avenir ISR	28.75%
Tocqueville Value Euro ISR	28.63%
JPMorgan Euroland Dynamic	27.22%
Moneta Multi Caps	23.90%
Groupama Opportunities Europe	23.85%
Uzès WWW Perf	22.57%
BDL Convictions	21.47%
IDE Dynamic Euro	19.99%
Indépendance France Small & Mid	18.23%
Tocqueville Euro Equity ISR	18.08%
Ecofi Smart Transition	17.33%
VALBOA Engagement ISR	17.18%
R-co 4Change Net Zero Equity Euro	17.04%
Quadrige France Smallcaps	16.85%
Mandarine Premium Europe	15.34%
Lazard Small Caps Euro	14.49%
DNCA Invest Archer Mid-Cap Europe	14.25%
Tikehau European Sovereignty	13.86%
Sycomore Sélection Responsable	13.45%
Covéa Perspectives Entreprises	12.54%
EdR SICAV Tricolore Convictions	12.17%
Sycomore Europe Happy @ Work	11.50%
Groupama Avenir PME Europe	10.68%
Mandarine Europe Microcap	9.98%
Fidelity Europe	9.39%
Mirova Europe Environmental Equity	9.09%
Europe Income Family	9.09%
ADS Venn Collective Alpha Europe	8.87%
Gay-Lussac Microcaps Europe	8.47%
HMG Découvertes	7.85%
Norden SRI	6.69%
Tocqueville Croissance Euro ISR	5.40%
CPR Croissance Dynamique	5.08%
Mandarine Unique	4.83%
ELEVA Leaders Small & Mid Cap Europe	4.33%
Dorval Drivers Europe	4.14%
VEGA France Opportunités ISR	3.87%
VEGA Europe Convictions ISR	3.54%
LFR Euro Développement Durable ISR	2.73%
Echiquier Agenor SRI Mid Cap Europe	1.67%
Amplegest Pricing Power	0.54%
Echiquier Major SRI Growth Europe	-5.03%
Eiffel Nova Europe ISR	-5.28%
ADS Venn Collective Alpha US	-6.21%
DNCA Invest SRI Norden Europe	-7.65%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	17.04%
EdR SICAV Euro Sustainable Equity	12.66%
Dorval European Climate Initiative	12.55%
BDL Transitions Megatrends	11.57%
Palatine Europe Sustainable Employment	9.56%
La Française Credit Innovation	4.66%
Aesculape SRI	4.05%
DNCA Invest Beyond Semperosa	3.36%
Triodos Impact Mixed	0.75%
Triodos Global Equities Impact	-0.28%
Triodos Future Generations	-0.96%
Echiquier Positive Impact Europe	-3.14%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	30.30%
Axiom Emerging Markets Corporate Bonds	7.28%
IVO Global High Yield	6.51%
Carmignac Portfolio Credit	6.42%
IVO EM Corporate Debt UCITS	6.22%
LO Fallen Angels	6.14%
Axiom Obligataire	6.03%
Lazard Credit Opportunities	5.88%
FTGF Brandywine Global Income Optimiser Fund	5.78%
Lazard Credit Fi SRI	5.65%
IVO EM Corporate Debt Short Duration SRI	5.37%
Income Euro Sélection	5.31%
Omnibond	5.20%
EdR SICAV Financial Bonds	5.12%
Jupiter Dynamic Bond	4.90%
La Française Credit Innovation	4.66%
Schelcher Global Yield 2028	4.58%
DNCA Invest Credit Conviction	4.56%
Axiom Short Duration Bond	4.51%
Tikehau European High Yield	4.41%
Ofi Invest High Yield 2029	4.15%
EdR SICAV Short Duration Credit	4.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.01%
Ostrum SRI Crossover	3.99%
Alken Fund Income Opportunities	3.84%
R-co Conviction Credit Euro	3.82%
Auris Investment Grade	3.80%
Hugau Obli 1-3	3.71%
La Française Rendement Global 2028	3.67%
Pluvalca Credit Opportunities 2028	3.63%
Hugau Obli 3-5	3.61%
Ofi Invest Alpha Yield	3.60%
Tikehau 2029	3.57%
SLF (F) Opportunité High Yield 2028	3.53%
Tikehau 2027	3.52%
EdR SICAV Millesima 2030	3.43%
Tailor Crédit Rendement Cible	3.10%
Eiffel Rendement 2028	3.08%
Auris Euro Rendement	3.04%
Tailor Credit 2028	2.97%
M All Weather Bonds	2.95%
EdR Fund Bond Allocation	2.82%
Mandarine Credit Opportunities	2.43%
Sanso Short Duration	1.58%
Epsilon Euro Bond	0.94%
LO Funds - Short-Term Money Market CHF	0.23%
AXA IM FIIS US Short Duration High Yield	-6.02%
Amundi Cash USD	-7.65%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.73%

Palmarès des fonds ayant un ratio de Sharpe > 1 sur 5 ans

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