CAC 40 Perf Jour Perf Ytd
7761.32 +0.15% +5.16%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 69.85%
Jupiter Financial Innovation 25.47%
Piquemal Houghton Global Equities 15.91%
Digital Stars Europe 14.84%
Aperture European Innovation 14.79%
Auris Gravity US Equity Fund 13.42%
Tikehau European Sovereignty 12.83%
R-co Thematic Blockchain Global Equity 12.03%
Sienna Actions Bas Carbone 10.02%
Candriam Equities L Robotics & Innovative Technology 9.73%
AXA Aedificandi 9.41%
Carmignac Investissement Grand Prix de la Finance 9.10%
R-co Thematic Real Estate 8.32%
Athymis Industrie 4.0 7.41%
Echiquier Artificial Intelligence Grand Prix de la Finance 7.02%
HMG Globetrotter 5.63%
Sycomore Sustainable Tech 5.05%
Square Megatrends Champions 4.82%
VIA Smart Equity World 4.71%
JPMorgan Funds - US Technology 3.94%
Pictet - Digital 3.93%
Groupama Global Disruption 3.49%
GIS Sycomore Ageing Population 3.01%
Groupama Global Active Equity 2.80%
Franklin Technology Fund 2.71%
EdR Fund Big Data Grand Prix de la Finance 2.49%
Janus Henderson Horizon Global Sustainable Equity Fund 2.29%
Fidelity Global Technology 2.14%
Candriam Equities L Oncology 1.74%
FTGF ClearBridge Infrastructure Value 1.30%
MS INVF Global Opportunity 1.23%
Sienna Actions Internationales 1.06%
BNP Paribas Funds Disruptive Technology 1.04%
ODDO BHF Artificial Intelligence 1.01%
JPMorgan Funds - Global Dividend 0.69%
DNCA Invest Beyond Semperosa 0.50%
Thematics AI and Robotics 0.05%
Russell Inv. World Equity Fund -0.06%
Palatine Amérique -0.08%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.09%
Mandarine Global Transition -0.09%
BNP Paribas Aqua Grand Prix de la Finance -0.18%
Eurizon Fund Equity Innovation -0.58%
Covéa Ruptures -0.59%
Sanso Smart Climate Grand Prix de la Finance -0.66%
Echiquier World Equity Growth Grand Prix de la Finance -0.68%
CPR Invest Climate Action -0.86%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.55%
Thematics Water -2.34%
Echiquier Global Tech -2.77%
Comgest Monde Grand Prix de la Finance -2.81%
M&G (Lux) Global Dividend Fund -2.93%
Loomis Sayles U.S. Growth Equity -2.98%
Pictet - Water Grand Prix de la Finance -3.09%
Mirova Global Sustainable Equity -3.56%
Covéa Actions Monde -4.22%
Ofi Invest Grandes Marques -4.38%
Franklin U.S. Opportunities Fund -4.38%
JPMorgan Funds - America Equity -4.65%
Thematics Meta -4.74%
BNP Paribas US Small Cap -4.85%
Pictet - Security -4.86%
Claresco USA -4.91%
ODDO BHF Global Equity Stars -5.28%
EdR Fund Healthcare -5.59%
CPR Global Disruptive Opportunities -5.84%
AXA WF Robotech -5.91%
Athymis Millennial -6.13%
FTGF Royce US Small Cap Opportunity Fund -6.62%
EdR Fund US Value -6.68%
MS INVF Global Brands -8.19%
Franklin India Fund -14.07%
PERFORMANCE ABSOLUE Perf. YTD
SRI

👨‍🏫 Vous êtes perdus dans les différents process ESG ? Voici le tableau qu'il vous faut…

 

 

La multiplication des process ESG propriétaires a rendu plus complexe le suivi des différentes méthodologies.

 

Nous avons décidé de vous récapituler quelques nouveaux sigles (parfois très créatifs !) qui ont fleuri dans le jargon ces dernières années...

 

Société de gestion

Sigle de l'approche ESG

(process, notation...)

Sens de l'Acronyme

Auris Gestion

PAN-ISR

PACE

MIRA

Programme d'ANalyse ISR

Performances financières, Approche quantitative de la performance extra-financière, Comparaison avec le Peer Group, Exposition aux controverses

Management ISR, Implication, Réactivité dans la gestion des controverses, Analyses régulières

BDL CM

QIRA

Quality Investing, Responsible Analysis

Carmignac

START

System for Tracking and Analysis of a Responsible Trajectory

DNCA

ABA

Above & Beyond Analysis

Kirao AM

ATLAS

 

La Banque Postale AM

& Tocqueville Finance

GREaT

Gouvernance responsable, Gestion durable des Ressources, Transition Energétique et Economique, Développement des Territoires

La Financière Responsable AM

IVA

Integral Value Approach

Lombard Odier

CLIC

Circular (circulaire), Lean (efficient), Inclusive (inclusif) et Clean (propre)

Moneta AM

VIDA

Valorisation des Indicateurs de Durabilité de l’Activité

Montpensier Finance

MGF

MIA

MIC

Montpensier Governance Flag

Montpensier Impact Assessment

Montpensier Industry Contributor

Sanso IS

DynaScore-ESG

 

Sycomore AM

SPICE

NEC

SACRE

Suppliers, Society & State, People, Investors, Clients, Environment

Net Environmental Contribution

Le Sens, l’Autonomie, les Compétences, les Relations et l’Equité

 

âť— Bien évidemment, il n'est pas nécessaire de forcément trouver un nom amusant à son approche ESG pour avoir des process robustes.

 

â™» De nombreuses sociétés de gestion (Candriam, Ecofi, Eleva, Fidelity, La Financière de l'Echiquier, MandarineMirova... liste non exhaustive !) poussent également le curseur très loin sur le sujet.

 

Article rédigé par H24 Finance. Tous droits réservés.

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 46.15%
Axiom European Banks Equity Grand Prix de la Finance 43.77%
Indépendance Europe Small Grand Prix de la Finance 36.58%
Tailor Actions Avenir ISR 26.86%
IDE Dynamic Euro 22.42%
Tocqueville Value Euro ISR 22.30%
BDL Convictions Grand Prix de la Finance 21.08%
JPMorgan Euroland Dynamic 21.06%
Groupama Opportunities Europe 20.62%
Uzès WWW Perf 19.89%
Indépendance France Small & Mid Grand Prix de la Finance 18.86%
VALBOA Engagement ISR 17.40%
Moneta Multi Caps Grand Prix de la Finance 17.09%
Quadrige France Smallcaps 15.96%
DNCA Invest Archer Mid-Cap Europe 15.75%
Lazard Small Caps Euro 14.17%
Mandarine Premium Europe 13.71%
Richelieu Family 13.58%
R-co 4Change Net Zero Equity Euro 13.15%
Covéa Perspectives Entreprises 12.56%
Tocqueville Euro Equity ISR 11.62%
Europe Income Family 11.48%
Ecofi Smart Transition 11.48%
Sycomore Sélection Responsable 11.19%
Mandarine Europe Microcap 10.93%
EdR SICAV Tricolore Convictions 9.22%
Groupama Avenir PME Europe 9.13%
Gay-Lussac Microcaps Europe 9.13%
Sycomore Europe Happy @ Work 8.22%
Fidelity Europe 7.00%
Mirova Europe Environmental Equity 5.78%
ELEVA Leaders Small & Mid Cap Europe 5.64%
Mandarine Unique 5.50%
ADS Venn Collective Alpha Europe 4.39%
HMG Découvertes 4.38%
Dorval Drivers Europe 4.37%
Norden SRI 3.93%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.57%
VEGA France Opportunités ISR 1.13%
CPR Croissance Dynamique 1.02%
LFR Euro Développement Durable ISR 1.01%
Tocqueville Croissance Euro ISR 0.37%
Amplegest Pricing Power Grand Prix de la Finance 0.31%
VEGA Europe Convictions ISR -1.15%
DNCA Invest SRI Norden Europe -4.42%
Eiffel Nova Europe ISR -5.03%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.62%
ADS Venn Collective Alpha US -7.69%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 25.43%
IVO Global High Yield 6.32%
Axiom Emerging Markets Corporate Bonds 6.30%
IVO EM Corporate Debt UCITS 5.36%
Carmignac Portfolio Credit 5.29%
Axiom Obligataire Grand Prix de la Finance 5.13%
LO Fallen Angels 4.96%
FTGF Brandywine Global Income Optimiser Fund 4.86%
Income Euro Sélection 4.73%
IVO EM Corporate Debt Short Duration SRI 4.59%
Lazard Credit Fi SRI 4.34%
Schelcher Global Yield 2028 4.24%
Jupiter Dynamic Bond 4.10%
Omnibond 4.02%
La Française Credit Innovation 3.86%
Tikehau European High Yield 3.82%
DNCA Invest Credit Conviction 3.64%
Axiom Short Duration Bond 3.54%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.44%
R-co Conviction Credit Euro 3.33%
SLF (LUX) Bond High Yield Opportunity 2026 3.33%
Ostrum SRI Crossover 3.30%
Alken Fund Income Opportunities 3.30%
Ofi Invest High Yield 2029 3.29%
Ofi Invest Alpha Yield 3.20%
Tikehau 2029 3.11%
Lazard Credit Opportunities SRI 3.09%
La Française Rendement Global 2028 2.97%
Pluvalca Credit Opportunities 2028 2.92%
Auris Investment Grade 2.87%
Tailor Crédit Rendement Cible 2.83%
Tailor Credit 2028 2.79%
Tikehau 2027 2.78%
Auris Euro Rendement 2.57%
Mandarine Credit Opportunities 2.40%
M All Weather Bonds 2.30%
Eiffel Rendement 2028 2.16%
EdR Fund Bond Allocation 2.16%
Richelieu Euro Credit Unconstrained 2.13%
Sanso Short Duration 1.21%
Epsilon Euro Bond 0.65%
LO Funds - Short-Term Money Market CHF 0.32%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.78%
AXA IM FIIS US Short Duration High Yield -7.51%
Amundi Cash USD -8.96%