CAC 40	Perf Jour	Perf Ytd
7823.52	+0.8%	+6%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	20.91%
H2O Moderato	20.10%
Ginjer Actifs 360	17.05%
BDL Rempart	16.99%
Moneta Long Short	16.68%
Claresco Allocation Flexible	11.08%
Clartan Valeurs	10.22%
R-co Valor	10.21%
Carmignac Patrimoine	9.61%
AXA WF Global Optimal Income	8.79%
M&G (Lux) Dynamic Allocation Fund	8.76%
Dorval Convictions	8.19%
ELEVA Global Multi Opportunities	7.64%
Exane Ceres	7.04%
R-co Valor Balanced	7.04%
ELEVA AR - Dynamic	6.86%
VEGA Patrimoine ISR	6.86%
Ruffer Total Return International	6.80%
Sienna Diversifié Flexible Monde	6.71%
Eurose	6.45%
Auris Diversified Beta	6.27%
Russell Inv. MAGS	6.12%
Ofi Invest ESG MultiTrack	5.75%
GIS Global Multi Asset Income	5.01%
Mandarine Solution	4.90%
BNY Mellon Global Real Return Fund (EUR)	4.79%
Dorval Global Allocation	4.73%
Elkano Global Fund	4.62%
First Eagle Amundi International Fund	4.47%
Monocle Fund	4.36%
DNCA Invest Evolutif	3.48%
Echiquier ARTY SRI	3.14%
Sycomore Next Generation	3.13%
Tikehau International Cross Assets	3.11%
Trusteam Optimum	2.74%
Tailor Allocation Defensive	2.40%
VEGA Euro Rendement ISR	1.69%
IDE Dynamic World Flexible	0.77%
VALBOA Exclusif	0.15%
ACATIS Value Event	-0.10%
Nova Dynamique	-0.13%
ODDO BHF Polaris Balanced	-1.81%
Gay-Lussac Europe Flex	-1.84%
Mansartis Investissements ISR	-3.64%

ACTIONS Perf. YTD

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CM-AM Global Gold	73.86%
Jupiter Financial Innovation	26.12%
Piquemal Houghton Global Equities	16.88%
Digital Stars Europe	15.73%
Aperture European Innovation	15.17%
R-co Thematic Blockchain Global Equity	13.97%
Auris Gravity US Equity Fund	13.81%
Tikehau European Sovereignty	13.26%
Candriam Equities L Robotics & Innovative Technology	10.12%
Sienna Actions Bas Carbone	9.99%
Carmignac Investissement	9.71%
Athymis Industrie 4.0	9.58%
Echiquier Artificial Intelligence	9.49%
AXA Aedificandi	8.86%
R-co Thematic Real Estate	7.92%
HMG Globetrotter	5.94%
Square Megatrends Champions	4.93%
VIA Smart Equity World	4.86%
Sycomore Sustainable Tech	4.11%
Groupama Global Disruption	3.96%
Franklin Technology Fund	3.70%
JPMorgan Funds - US Technology	3.60%
Groupama Global Active Equity	3.55%
Pictet - Digital	3.27%
GIS Sycomore Ageing Population	2.80%
Fidelity Global Technology	2.56%
EdR Fund Big Data	2.40%
Janus Henderson Horizon Global Sustainable Equity Fund	2.39%
FTGF ClearBridge Infrastructure Value	1.97%
Sienna Actions Internationales	1.52%
MS INVF Global Opportunity	1.24%
BNP Paribas Funds Disruptive Technology	1.22%
JPMorgan Funds - Global Dividend	0.81%
ODDO BHF Artificial Intelligence	0.79%
Mandarine Global Transition	0.54%
Candriam Equities L Oncology	0.33%
Pictet - Clean Energy Transition	0.19%
Russell Inv. World Equity Fund	0.15%
BNP Paribas Aqua	-0.05%
CPR Invest Climate Action	-0.06%
Palatine Amérique	-0.08%
DNCA Invest Beyond Semperosa	-0.11%
Eurizon Fund Equity Innovation	-0.12%
Covéa Ruptures	-0.31%
Sanso Smart Climate	-0.55%
Echiquier World Equity Growth	-0.85%
Echiquier Global Tech	-0.99%
M&G (Lux) Global Listed Infrastructure Fund	-1.33%
Thematics AI and Robotics	-1.55%
Loomis Sayles U.S. Growth Equity	-1.84%
Thematics Water	-2.08%
Pictet - Water	-3.02%
M&G (Lux) Global Dividend Fund	-3.09%
Comgest Monde	-3.18%
Mirova Global Sustainable Equity	-3.62%
Ofi Invest Grandes Marques	-3.67%
Covéa Actions Monde	-4.25%
Franklin U.S. Opportunities Fund	-4.42%
JPMorgan Funds - America Equity	-4.69%
BNP Paribas US Small Cap	-5.09%
Claresco USA	-5.20%
Athymis Millennial	-5.22%
Pictet - Security	-5.27%
Thematics Meta	-5.54%
CPR Global Disruptive Opportunities	-5.85%
AXA WF Robotech	-5.91%
ODDO BHF Global Equity Stars	-6.17%
FTGF Royce US Small Cap Opportunity Fund	-6.22%
EdR Fund Healthcare	-6.72%
EdR Fund US Value	-6.92%
MS INVF Global Brands	-8.78%
Franklin India Fund	-13.73%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	8.91%
Pictet TR - Atlas Titan	7.66%
H2O Adagio	7.63%
RAM European Market Neutral Equities	7.29%
BNP Paribas Global Absolute Return Bond	6.34%
Sienna Performance Absolue Défensif	6.30%
M&G (Lux) Episode Macro Fund	5.02%
Syquant Capital - Helium Selection	4.85%
Pictet TR - Atlas	4.26%
DNCA Invest Alpha Bonds	4.09%
Cigogne UCITS Credit Opportunities	3.68%
AXA WF Euro Credit Total Return	3.45%
Exane Pleiade	3.05%
Fidelity Absolute Return Global Equity Fund	2.79%
Candriam Bonds Credit Alpha	1.98%
Candriam Absolute Return Equity Market Neutral	1.61%

Côté collecte UC en assurance vie, quel bilan peut-on faire?

Sur l’année 2013, les grands gagnants restent :

Carmignac Gestion

DNCA

M&G Investments

Financière de l’Echiquier

CPR/Amundi

Déduction faite des rachats, le palmarès est très proche, Fidelity prenant simplement la place de Carmignac Gestion.

Du point de vue du classement des fonds, Carmignac Patrimoine est toujours le fonds le plus plébiscité devant Eurose, M&G Optimal Income, Agressor et Renaissance Europe.

En vision collecte nette, Eurose récupère la première place devant M&G Optimal Income, Renaissance Europe, M&G Global Dividend et CPR Croissance Prudente.

Pour en savoir plus, Christophe Baillet, cliquez-ici

Publié le jeudi 27 février 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	48.31%
Axiom European Banks Equity	44.58%
Indépendance Europe Small	37.26%
Tailor Actions Avenir ISR	28.24%
IDE Dynamic Euro	22.64%
Tocqueville Value Euro ISR	22.31%
JPMorgan Euroland Dynamic	22.09%
Uzès WWW Perf	20.96%
BDL Convictions	20.65%
Groupama Opportunities Europe	20.65%
Indépendance France Small & Mid	19.01%
VALBOA Engagement ISR	17.86%
Moneta Multi Caps	17.46%
Quadrige France Smallcaps	17.04%
DNCA Invest Archer Mid-Cap Europe	15.55%
Richelieu Family	13.96%
Mandarine Premium Europe	13.64%
Lazard Small Caps Euro	13.61%
R-co 4Change Net Zero Equity Euro	13.17%
Covéa Perspectives Entreprises	12.90%
Tocqueville Euro Equity ISR	11.66%
Ecofi Smart Transition	11.42%
Mandarine Europe Microcap	11.26%
Sycomore Sélection Responsable	11.26%
Europe Income Family	11.17%
EdR SICAV Tricolore Convictions	9.81%
Groupama Avenir PME Europe	9.60%
Gay-Lussac Microcaps Europe	8.91%
Sycomore Europe Happy @ Work	8.09%
Fidelity Europe	6.60%
Mirova Europe Environmental Equity	6.08%
ELEVA Leaders Small & Mid Cap Europe	5.83%
Mandarine Unique	5.16%
HMG Découvertes	4.75%
Norden SRI	4.65%
ADS Venn Collective Alpha Europe	4.04%
Dorval Drivers Europe	3.98%
Echiquier Agenor SRI Mid Cap Europe	2.71%
CPR Croissance Dynamique	1.29%
VEGA France Opportunités ISR	1.24%
LFR Euro Développement Durable ISR	0.63%
Tocqueville Croissance Euro ISR	0.26%
Amplegest Pricing Power	0.04%
VEGA Europe Convictions ISR	-1.30%
DNCA Invest SRI Norden Europe	-4.65%
Eiffel Nova Europe ISR	-5.14%
ADS Venn Collective Alpha US	-7.05%
Echiquier Major SRI Growth Europe	-7.90%

ARTICLE 9 Perf. YTD

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R-co 4Change Net Zero Equity Euro	13.17%
Dorval European Climate Initiative	11.23%
EdR SICAV Euro Sustainable Equity	8.51%
BDL Transitions Megatrends	8.41%
Palatine Europe Sustainable Employment	6.41%
La Française Credit Innovation	3.91%
Triodos Future Generations	0.96%
DNCA Invest Beyond Semperosa	-0.11%
Triodos Impact Mixed	-0.57%
Echiquier Positive Impact Europe	-2.54%
Triodos Global Equities Impact	-3.00%
Aesculape SRI	-5.17%

OBLIGATIONS Perf. YTD

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H2O Multibonds	26.10%
IVO Global High Yield	6.35%
Axiom Emerging Markets Corporate Bonds	6.28%
IVO EM Corporate Debt UCITS	5.46%
Carmignac Portfolio Credit	5.42%
Axiom Obligataire	5.20%
LO Fallen Angels	4.98%
FTGF Brandywine Global Income Optimiser Fund	4.87%
Income Euro Sélection	4.78%
IVO EM Corporate Debt Short Duration SRI	4.66%
Lazard Credit Fi SRI	4.42%
Schelcher Global Yield 2028	4.26%
Jupiter Dynamic Bond	4.19%
Omnibond	3.99%
La Française Credit Innovation	3.91%
Tikehau European High Yield	3.86%
DNCA Invest Credit Conviction	3.68%
Axiom Short Duration Bond	3.53%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.47%
R-co Conviction Credit Euro	3.38%
Alken Fund Income Opportunities	3.37%
SLF (LUX) Bond High Yield Opportunity 2026	3.34%
Ostrum SRI Crossover	3.31%
Ofi Invest High Yield 2029	3.29%
Ofi Invest Alpha Yield	3.23%
Tikehau 2029	3.17%
Lazard Credit Opportunities SRI	3.08%
La Française Rendement Global 2028	2.97%
Pluvalca Credit Opportunities 2028	2.93%
Auris Investment Grade	2.88%
Tailor Crédit Rendement Cible	2.85%
Tikehau 2027	2.81%
Tailor Credit 2028	2.79%
Auris Euro Rendement	2.61%
Eiffel Rendement 2028	2.44%
Mandarine Credit Opportunities	2.39%
M All Weather Bonds	2.30%
EdR Fund Bond Allocation	2.25%
Richelieu Euro Credit Unconstrained	2.21%
Sanso Short Duration	1.19%
Epsilon Euro Bond	0.70%
LO Funds - Short-Term Money Market CHF	0.47%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.64%
AXA IM FIIS US Short Duration High Yield	-7.51%
Amundi Cash USD	-8.96%