CAC 40	Perf Jour	Perf Ytd
7993.49	-0.65%	-1.91%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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BDL Rempart	6.19%
First Eagle Amundi International Fund	5.43%
Clartan Valeurs	4.30%
Ginjer Actifs 360	3.48%
Mandarine Solution	3.15%
BNY Mellon Global Real Return Fund (EUR)	3.14%
Elkano Global Fund	3.13%
M&G (Lux) Dynamic Allocation Fund	2.61%
Nova Dynamique	2.38%
Russell Inv. MAGS	2.19%
Carmignac Patrimoine	2.12%
Moneta Long Short	1.62%
GF Ambition Solidaire	1.42%
H2O Moderato	1.40%
Varenne Global	1.35%
GIS Global Multi Asset Income	1.26%
Eurose	1.04%
Trusteam Optimum	0.96%
H2O Multistrategies	0.95%
Varenne Valeur	0.89%
Dorval Global Allocation	0.76%
Echiquier ARTY SRI	0.75%
AXA WF Global Optimal Income	0.72%
Sienna Diversifié Flexible Monde	0.36%
VEGA Euro Rendement ISR	0.29%
Tailor Allocation Defensive	0.21%
Dorval Convictions	0.06%
R-co Valor Balanced	-0.07%
ODDO BHF Polaris Balanced	-0.12%
R-co Valor	-0.60%
ELEVA Global Multi Opportunities	-0.74%
DNCA Invest Evolutif	-0.92%
Tikehau International Cross Assets	-0.92%
VEGA Patrimoine ISR	-1.34%
Mansartis Investissements ISR	-1.36%
ACATIS Value Event	-3.60%
Exane Ceres	-3.81%
IDE Dynamic World Flexible	-3.97%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	25.31%
CPR Invest Global Gold Mines	22.53%
IAM Space	15.60%
Templeton Emerging Markets Fund	11.27%
FTGF ClearBridge Infrastructure Value Fund	10.77%
Aperture European Innovation	9.20%
SKAGEN Kon-Tiki	8.95%
GemEquity	8.15%
Piquemal Houghton Global Equities	7.33%
BNP Paribas Aqua	7.22%
Longchamp Dalton Japan Long Only	7.20%
Thematics Water	6.83%
DNCA Invest Strategic Resources	6.31%
EdR SICAV Global Resilience	6.24%
Sycomore Sustainable Tech	6.09%
Athymis Industrie 4.0	5.72%
HMG Globetrotter	5.55%
Pictet - Clean Energy Transition	5.49%
M&G (Lux) Global Dividend Fund	5.47%
Groupama Global Active Equity	4.93%
Groupama Global Disruption	4.86%
AXA Aedificandi	4.77%
Mandarine Global Transition	4.63%
DNCA Invest Sustain Climate	4.31%
JPMorgan Funds - Global Dividend	3.38%
R-co Thematic Real Estate	3.23%
Palatine Amérique	2.92%
BNP Paribas US Small Cap	2.87%
M&G (Lux) European Strategic Value Fund	2.34%
H2O Multiequities	1.55%
JPMorgan Funds - America Equity	1.47%
Carmignac Investissement	1.25%
FTGF Putnam US Research Fund	1.21%
Fidelity Global Technology	0.86%
EdR Fund Healthcare	0.49%
Sienna Actions Internationales	0.47%
Echiquier Global Tech	0.17%
Candriam Equities L Robotics & Innovative Technology	-0.12%
Echiquier World Equity Growth	-0.57%
Candriam Equities L Oncology	-0.63%
Mirova Global Sustainable Equity	-0.86%
Sienna Actions Bas Carbone	-0.92%
Thematics Meta	-1.03%
Franklin Technology Fund	-1.10%
EdR Fund Big Data	-1.28%
Thematics AI and Robotics	-1.64%
Comgest Monde	-1.70%
Athymis Millennial	-1.72%
GIS Sycomore Ageing Population	-2.30%
Square Megatrends Champions	-2.57%
Pictet-Robotics	-2.71%
Ofi Invest Grandes Marques	-3.11%
Auris Gravity US Equity Fund	-3.19%
ODDO BHF Artificial Intelligence	-3.23%
BNP Paribas Funds Disruptive Technology	-3.43%
Loomis Sayles U.S. Growth Equity	-4.30%
Echiquier Artificial Intelligence	-5.04%
R-co Thematic Blockchain Global Equity	-6.29%
Pictet - Digital	-8.57%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	3.91%
Pictet TR - Sirius	3.40%
Candriam Absolute Return Equity Market Neutral	3.08%
Pictet TR - Atlas	1.98%
JPMorgan Funds - Europe Equity Absolute Alpha	1.83%
RAM European Market Neutral Equities	1.75%
Sapienta Absolu	1.25%
H2O Adagio	1.12%
Syquant Capital - Helium Selection	1.05%
Schelcher Optimal Income	0.79%
Cigogne UCITS Credit Opportunities	0.69%
AXA WF Euro Credit Total Return	0.67%
DNCA Invest Alpha Bonds	0.66%
BDL Durandal	0.64%
ELEVA Global Bonds Opportunities	0.51%
Candriam Bonds Credit Alpha	0.47%
Sienna Performance Absolue Défensif	0.13%
BNP Paribas Global Absolute Return Bond	0.10%
Alken Fund Absolute Return Europe	0.03%
ELEVA Absolute Return Dynamic	-0.92%
Jupiter Merian Global Equity Absolute Return	-1.51%
Exane Pleiade	-2.42%
Fidelity Absolute Return Global Equity Fund	-2.65%
MacroSphere Global Fund	-3.36%

Actions européennes en 2026 : leadership mondial, tendances macro et convictions fortes. Décryptage par Comgest, BDL CM et Moneta AM

Laurent Chaudeurge (membre du comité d’investissement chez BDL Capital Management), Bassel Choughari (gérant de portefeuille – actions européennes chez Comgest) et Andrzej Kawalec (directeur général chez Moneta AM) ont partagé leurs analyses en compagnie de Pierre Bermond chez EOS Allocations.

Publié le mardi 3 mars 2026

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	5.69%
Ginjer Detox European Equity	4.31%
BDL Convictions	4.28%
Chahine Funds - Equity Continental Europe	4.19%
JPMorgan Euroland Dynamic	3.30%
Indépendance Europe Mid	3.30%
Mandarine Premium Europe	2.86%
Groupama Opportunities Europe	2.48%
Echiquier Agenor SRI Mid Cap Europe	1.96%
IDE Dynamic Euro	1.85%
Pluvalca Initiatives PME	1.72%
Tailor Actions Entrepreneurs	1.66%
Tikehau European Sovereignty	1.63%
CPR Invest - European Strategic Autonomy	1.00%
Mandarine Europe Microcap	0.66%
Maxima	0.53%
Sycomore Europe Happy @ Work	0.53%
Indépendance France Small & Mid	0.49%
Sycomore Sélection Responsable	0.43%
Amplegest Pricing Power	0.21%
Fidelity Europe	0.13%
Tocqueville Euro Equity ISR	0.08%
DNCA Invest Archer Mid-Cap Europe	-0.06%
Axiom European Banks Equity	-0.10%
Gay-Lussac Microcaps Europe	-0.16%
Europe Income Family	-0.45%
Tocqueville Croissance Euro ISR	-0.59%
VALBOA Engagement	-0.66%
HMG Découvertes	-1.04%
LFR Inclusion Responsable ISR	-1.50%
VEGA Europe Convictions ISR	-1.52%
Moneta Multi Caps	-1.59%
Mandarine Unique	-1.60%
Echiquier Major SRI Growth Europe	-1.70%
Alken European Opportunities	-1.90%
Tocqueville Value Euro ISR	-2.12%
R-co 4Change Net Zero Equity Euro	-2.25%
ODDO BHF Active Small Cap	-2.35%
INOCAP France Smallcaps	-2.35%
Tailor Actions Avenir ISR	-2.61%
VEGA France Opportunités ISR	-2.74%
Dorval Drivers Europe	-2.92%
Lazard Small Caps Euro	-3.02%
DNCA Invest SRI Norden Europe	-3.37%
Uzès WWW Perf	-4.04%
EdR SICAV Tricolore Convictions	-5.91%
Groupama Avenir PME Europe	-7.14%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Regnan Sustainable Water & Waste	6.22%
M Climate Solutions	5.11%
Storebrand Global Solutions	2.41%
Echiquier Positive Impact Europe	2.38%
Dorval European Climate Initiative	1.78%
Triodos Global Equities Impact	1.27%
Triodos Impact Mixed	0.86%
Triodos Future Generations	0.44%
EdR SICAV Euro Sustainable Equity	0.27%
BDL Transitions Megatrends	0.15%
La Française Credit Innovation	0.12%
Palatine Europe Sustainable Employment	0.01%
DNCA Invest Sustain Semperosa	-1.40%
Ecofi Smart Transition	-1.51%
R-co 4Change Net Zero Equity Euro	-2.25%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Templeton Global Total Return Fund	3.34%
LO Funds - Short-Term Money Market CHF	3.01%
M&G (Lux) Emerging Markets Bond Fund	2.34%
Amundi Cash USD	2.12%
H2O Multibonds	1.97%
Jupiter Dynamic Bond	1.36%
IVO EM Corporate Debt Short Duration SRI	1.28%
IVO EM Corporate Debt UCITS	1.15%
Axiom Emerging Markets Corporate Bonds	0.95%
Axiom Obligataire	0.87%
Lazard Credit Opportunities	0.81%
IVO Global High Yield	0.79%
DNCA Invest Credit Conviction	0.77%
R-co Conviction Credit Euro	0.77%
M International Convertible 2028	0.66%
Omnibond	0.66%
Carmignac Portfolio Credit	0.65%
Axiom Short Duration Bond	0.65%
Ofi Invest Alpha Yield	0.65%
Lazard Euro Short Duration Income Opportunities SRI	0.64%
Ostrum Euro High Income Fund	0.61%
Hugau Obli 3-5	0.60%
EdR Fund Bond Allocation	0.58%
CPR Absolute Return Bond	0.52%
Lazard Credit Fi SRI	0.50%
EdR SICAV Financial Bonds	0.47%
Mandarine Credit Opportunities	0.46%
Hugau Obli 1-3	0.45%
Franklin Euro Short Duration Bond Fund	0.45%
Ostrum SRI Crossover	0.43%
Tailor Crédit Rendement Cible	0.41%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.35%
Income Euro Sélection	0.31%
Auris Euro Rendement	0.29%
SLF (L) Bond 12M	0.29%
LO Fallen Angels	0.24%
Sycoyield 2030	0.23%
Tikehau European High Yield	0.19%
EdR SICAV Short Duration Credit	0.16%
La Française Credit Innovation	0.12%
Tikehau 2031	0.06%
EdR SICAV Millesima 2030	0.02%
Eiffel High Yield Low Carbon	-0.06%
Eiffel Rendement 2030	-0.37%