CAC 40	Perf Jour	Perf Ytd
8238.86	-0.28%	+1.16%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Multistrategies	7.87%
Clartan Valeurs	7.36%
First Eagle Amundi International Fund	5.55%
Ginjer Actifs 360	5.23%
BDL Rempart	5.16%
BNY Mellon Global Real Return Fund (EUR)	4.61%
H2O Moderato	4.50%
Nova Dynamique	3.66%
GF Ambition Solidaire	3.52%
M&G (Lux) Dynamic Allocation Fund	3.00%
GIS Global Multi Asset Income	2.94%
Mandarine Solution	2.75%
Dorval Convictions	2.73%
Elkano Global Fund	2.66%
Varenne Global	2.09%
Russell Inv. MAGS	1.79%
R-co Valor	1.68%
Eurose	1.59%
AXA WF Global Optimal Income	1.55%
DNCA Invest Evolutif	1.52%
Varenne Valeur	1.47%
Claresco Allocation Flexible	1.38%
Sienna Diversifié Flexible Monde	1.35%
Echiquier ARTY SRI	1.32%
R-co Valor Balanced	1.19%
Moneta Long Short	1.19%
Carmignac Patrimoine	1.19%
Dorval Global Allocation	1.02%
VEGA Euro Rendement ISR	0.89%
Tikehau International Cross Assets	0.77%
Tailor Allocation Defensive	0.73%
Trusteam Optimum	0.68%
ELEVA Global Multi Opportunities	0.66%
ODDO BHF Polaris Balanced	0.49%
VEGA Patrimoine ISR	0.31%
ACATIS Value Event	-0.06%
Mansartis Investissements ISR	-0.15%
IDE Dynamic World Flexible	-0.80%
Exane Ceres	-3.69%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
IAM Space	15.81%
CPR Invest Global Gold Mines	13.58%
CM-AM Global Gold	12.98%
Templeton Emerging Markets Fund	10.38%
Aperture European Innovation	9.73%
GemEquity	9.07%
SKAGEN Kon-Tiki	8.97%
Pictet - Clean Energy Transition	7.64%
Piquemal Houghton Global Equities	7.47%
M&G (Lux) European Strategic Value Fund	7.05%
H2O Multiequities	6.77%
Athymis Industrie 4.0	6.35%
Thematics Water	6.20%
Longchamp Dalton Japan Long Only	6.08%
BNP Paribas Aqua	5.77%
HMG Globetrotter	5.74%
FTGF ClearBridge Infrastructure Value Fund	5.50%
M&G (Lux) Global Dividend Fund	5.31%
EdR SICAV Global Resilience	4.84%
Groupama Global Active Equity	3.88%
Mandarine Global Transition	3.69%
Groupama Global Disruption	3.13%
BNP Paribas US Small Cap	3.05%
Sienna Actions Bas Carbone	2.99%
Sycomore Sustainable Tech	2.83%
EdR Fund Healthcare	2.81%
AXA Aedificandi	2.41%
Candriam Equities L Oncology	1.79%
JPMorgan Funds - Global Dividend	1.75%
GIS Sycomore Ageing Population	1.46%
Echiquier World Equity Growth	1.35%
DNCA Invest Sustain Semperosa	1.34%
Palatine Amérique	1.06%
Claresco USA	0.98%
Sienna Actions Internationales	0.94%
FTGF Putnam US Research Fund	0.38%
Auris Gravity US Equity Fund	0.37%
EdR Fund Big Data	0.29%
Athymis Millennial	0.25%
R-co Thematic Real Estate	0.12%
Fidelity Global Technology	-0.17%
Carmignac Investissement	-0.30%
Candriam Equities L Robotics & Innovative Technology	-0.63%
JPMorgan Funds - America Equity	-0.77%
Ofi Invest Grandes Marques	-1.24%
BNP Paribas Funds Disruptive Technology	-1.65%
Echiquier Global Tech	-1.69%
Mirova Global Sustainable Equity	-2.14%
Square Megatrends Champions	-2.65%
ODDO BHF Artificial Intelligence	-2.71%
Comgest Monde	-2.73%
Thematics Meta	-2.94%
Thematics AI and Robotics	-4.80%
Echiquier Artificial Intelligence	-4.85%
R-co Thematic Blockchain Global Equity	-5.31%
Loomis Sayles U.S. Growth Equity	-5.57%
Franklin Technology Fund	-5.65%
Pictet-Robotics	-6.18%
Pictet - Digital	-10.14%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	3.71%
ELEVA Absolute Return Dynamic	3.48%
Pictet TR - Sirius	1.95%
H2O Adagio	1.88%
Pictet TR - Atlas	1.84%
Alken Fund Absolute Return Europe	1.53%
JPMorgan Funds - Europe Equity Absolute Alpha	1.19%
Jupiter Merian Global Equity Absolute Return	1.14%
Syquant Capital - Helium Selection	1.06%
AXA WF Euro Credit Total Return	0.95%
ELEVA Global Bonds Opportunities	0.81%
RAM European Market Neutral Equities	0.63%
Sienna Performance Absolue Défensif	0.50%
Cigogne UCITS Credit Opportunities	0.46%
DNCA Invest Alpha Bonds	0.46%
Candriam Absolute Return Equity Market Neutral	0.45%
Exane Pleiade	0.33%
Candriam Bonds Credit Alpha	0.26%
BNP Paribas Global Absolute Return Bond	-0.03%
Fidelity Absolute Return Global Equity Fund	-0.62%
MacroSphere Global Fund	-2.11%

Cliquez ici si vous voulez connaître les profits réalisés par vos partenaires…

Les conseillers financiers sont tous heureux de travailler avec des sociétés de gestion partenaires "solides"

En ce qui concerne tous les "nc" du tableau ci-dessous, c'est-à-dire les sociétés qui n'ont pas (encore) communiqué leurs chiffres, on vous laisse interroger directement votre interlocuteur favori sur le salon Patrimonia.

Le tableau de données :

Chiffres en millions €

Société	CA 2022	Résultat Net 2022
Alpheys	nc	nc
Amiral Gestion	36.8	15.8
Amplegest	34.2	4.94
Seven2 (ex Apax Partners)	73.3	14.1
Athymis Gestion	nc	nc
Auris Gestion	nc	nc
Axiom AI	nc	nc
BDL CM	nc	nc
Carmignac Gestion	nc	nc
Clartan Associés	13.3	1.88
Cogefi Gestion	4.41	-0.376
Comgest	nc	nc
CPRAM	385	115
DNCA Finance	378	137
Dorval AM	15.3	-1.1
Ecofi	nc	nc
Edmond de Rothschild AM France	198	18.3
Eiffel Investment Group	nc	nc
Eleva Capital (clôture à fin mars)	nc	nc
Erasmus Gestion	nc	2.91
Exclusive Partners	nc	5.04
Fil Gestion	36	6.52
Financière Arbevel	23.1	3.64
Financière de la Cité	nc	nc
Financière de l'Arc	3.46	0.357
Flornoy Ferri	nc	nc
Fourpoints	nc	nc
Gay-Lussac Gestion	nc	nc
Gemway Assets	17.3	5.03
Ginjer AM	3.82	0.338
IDE AM	6.13	2.67
Indépendance et Expansion AM	nc	nc
IVO Capital Partners	nc	nc
Kirao	10	2.74
La Financière de l'Echiquier	175	46.1
La Financière Responsable AM	nc	nc
La Française AM	64.5	0.103
Lonvia Capital	nc	nc
Mandarine Gestion	nc	nc
Mansartis	nc	nc
Meeschaert AM	36.3	11.6
Mirova	107	45
Moneta AM	nc	nc
Monocle AM	1.67	-0.0918
Montpensier Finance	nc	nc
Montségur Finance	nc	nc
Nortia	87.2	4.44
OFI AM	104	6.88
Perial AM	nc	nc
Pierre 1er Gestion	nc	nc
Piquemal Houghton Investments	0.545	0.166
Portzamparc Gestion	nc	nc
Richelieu Gestion	10.3	0.409
Rothschild & Co AM Europe	nc	nc
Sanso IS	nc	nc
Sunny AM	8.71	0.018
Sycomore AM	nc	nc
Syquant Capital	nc	nc
Tailor AM	nc	nc
Thematics AM	27.3	11
Tikehau IM	214	23.2
TOBAM	23.1	5.45
Tocqueville Finance	nc	nc
Trusteam Finance	6.77	-0.329
Uzès Gestion	3.77	0.1
Varenne Capital Partners	nc	nc
Vega IM	nc	nc
Vivienne Investissement	nc	nc
Wiseam	5.58	-0.343

Publié le mardi 26 septembre 2023

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Ginjer Detox European Equity	7.66%
Chahine Funds - Equity Continental Europe	6.25%
Mandarine Premium Europe	5.53%
CPR Invest - European Strategic Autonomy	5.39%
Groupama Opportunities Europe	5.35%
BDL Convictions	5.24%
VALBOA Engagement	4.85%
Independance Europe Mid	4.71%
Pluvalca Initiatives PME	4.63%
Sycomore Europe Happy @ Work	4.54%
JPMorgan Euroland Dynamic	4.42%
INOCAP France Smallcaps	4.27%
Tikehau European Sovereignty	3.98%
Tailor Actions Entrepreneurs	3.73%
Fidelity Europe	3.70%
Tocqueville Euro Equity ISR	3.54%
DNCA Invest Archer Mid-Cap Europe	3.53%
Axiom European Banks Equity	3.41%
Sycomore Sélection Responsable	3.39%
IDE Dynamic Euro	3.22%
Moneta Multi Caps	3.21%
Echiquier Agenor SRI Mid Cap Europe	3.17%
Mandarine Europe Microcap	3.09%
Alken European Opportunities	2.88%
Tocqueville Value Euro ISR	2.83%
Mandarine Unique	2.78%
Indépendance France Small & Mid	2.66%
Maxima	2.46%
R-co 4Change Net Zero Equity Euro	2.42%
Gay-Lussac Microcaps Europe	2.32%
Uzès WWW Perf	2.01%
HMG Découvertes	1.99%
Tocqueville Croissance Euro ISR	1.99%
Lazard Small Caps Euro	1.94%
ODDO BHF Active Small Cap	1.91%
Tailor Actions Avenir ISR	1.40%
Amplegest Pricing Power	1.26%
LFR Inclusion Responsable ISR	1.13%
Echiquier Major SRI Growth Europe	1.12%
Europe Income Family	0.84%
VEGA Europe Convictions ISR	0.54%
VEGA France Opportunités ISR	-0.55%
DNCA Invest SRI Norden Europe	-0.65%
Groupama Avenir PME Europe	-0.82%
Dorval Drivers Europe	-1.05%
EdR SICAV Tricolore Convictions	-1.65%
Eiffel Nova Europe ISR	-4.79%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Regnan Sustainable Water & Waste	6.22%
M Climate Solutions	6.20%
Dorval European Climate Initiative	4.04%
BDL Transitions Megatrends	3.10%
EdR SICAV Euro Sustainable Equity	3.05%
Ecofi Smart Transition	2.82%
R-co 4Change Net Zero Equity Euro	2.42%
Palatine Europe Sustainable Employment	2.15%
Storebrand Global Solutions	1.50%
Echiquier Positive Impact Europe	1.39%
DNCA Invest Sustain Semperosa	1.34%
Triodos Global Equities Impact	1.01%
Triodos Impact Mixed	0.77%
Triodos Future Generations	0.73%
La Française Credit Innovation	0.25%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	7.11%
Templeton Global Total Return Fund	2.66%
Jupiter Dynamic Bond	1.70%
LO Funds - Short-Term Money Market CHF	1.48%
IVO EM Corporate Debt UCITS	1.40%
Axiom Emerging Markets Corporate Bonds	1.33%
IVO EM Corporate Debt Short Duration SRI	1.27%
IVO Global High Yield	1.24%
CPR Absolute Return Bond	1.15%
M&G (Lux) Emerging Markets Bond Fund	1.14%
Lazard Credit Opportunities	0.97%
EdR SICAV Financial Bonds	0.94%
Omnibond	0.94%
Carmignac Portfolio Credit	0.90%
Lazard Credit Fi SRI	0.86%
Ostrum Euro High Income Fund	0.86%
R-co Conviction Credit Euro	0.85%
Axiom Obligataire	0.84%
Lazard Euro Short Duration Income Opportunities SRI	0.76%
Hugau Obli 3-5	0.74%
LO Fallen Angels	0.70%
Schelcher Optimal Income	0.70%
Ofi Invest Alpha Yield	0.65%
DNCA Invest Credit Conviction	0.58%
Tailor Crédit Rendement Cible	0.58%
Hugau Obli 1-3	0.57%
Tikehau 2031	0.55%
EdR Fund Bond Allocation	0.54%
Ostrum SRI Crossover	0.53%
Tikehau European High Yield	0.52%
Auris Euro Rendement	0.50%
M International Convertible 2028	0.49%
Income Euro Sélection	0.46%
Franklin Euro Short Duration Bond Fund	0.45%
Sycoyield 2030	0.45%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.44%
Mandarine Credit Opportunities	0.43%
Axiom Short Duration Bond	0.42%
SLF (F) Opportunité High Yield 2028	0.34%
EdR SICAV Millesima 2030	0.34%
EdR SICAV Short Duration Credit	0.30%
Eiffel Rendement 2028	0.28%
La Française Credit Innovation	0.25%
Amundi Cash USD	-0.07%