CAC 40	Perf Jour	Perf Ytd
7724.01	+0.19%	+4.65%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	21.47%
H2O Moderato	18.56%
Moneta Long Short	15.11%
Ginjer Actifs 360	14.82%
BDL Rempart	14.81%
Claresco Allocation Flexible	9.96%
Carmignac Patrimoine	8.22%
Dorval Convictions	8.08%
Exane Ceres	7.41%
M&G (Lux) Dynamic Allocation Fund	6.63%
Clartan Valeurs	6.39%
AXA WF Global Optimal Income	6.35%
ELEVA Global Multi Opportunities	6.33%
Eurose	6.31%
Ruffer Total Return International	6.07%
R-co Valor	5.91%
VEGA Patrimoine ISR	5.85%
Auris Diversified Beta	5.58%
ELEVA AR - Dynamic	5.39%
Sienna Diversifié Flexible Monde	5.24%
Monocle Fund	4.39%
Ofi Invest ESG MultiTrack	4.34%
R-co Valor Balanced	4.19%
BNY Mellon Global Real Return Fund (EUR)	3.70%
Dorval Global Allocation	3.40%
GIS Global Multi Asset Income	3.24%
Mandarine Solution	3.06%
Russell Inv. MAGS	3.03%
Tikehau International Cross Assets	2.94%
Elkano Global Fund	2.81%
Echiquier ARTY SRI	2.67%
Sycomore Next Generation	2.63%
Tailor Allocation Defensive	2.57%
Trusteam Optimum	2.42%
Gay-Lussac Europe Flex	2.18%
DNCA Invest Evolutif	2.12%
VEGA Euro Rendement ISR	1.39%
Lazard Patrimoine SRI	0.54%
First Eagle Amundi International Fund	0.07%
VALBOA Exclusif	-0.62%
ACATIS Value Event	-0.68%
IDE Dynamic World Flexible	-1.80%
ODDO BHF Polaris Balanced	-2.13%
Nova Dynamique	-2.79%
Mansartis Investissements ISR	-4.25%

ACTIONS Perf. YTD

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CM-AM Global Gold	45.37%
Jupiter Financial Innovation	22.41%
Digital Stars Europe	17.08%
Aperture European Innovation	13.76%
AXA Aedificandi	12.62%
R-co Thematic Real Estate	12.25%
Piquemal Houghton Global Equities	10.71%
Auris Gravity US Equity Fund	9.81%
R-co Thematic Blockchain Global Equity	8.44%
Sienna Actions Bas Carbone	8.16%
Athymis Industrie 4.0	7.78%
Candriam Equities L Robotics & Innovative Technology	6.99%
Carmignac Investissement	6.25%
HMG Globetrotter	4.89%
FTGF ClearBridge Infrastructure Value	4.44%
Echiquier Artificial Intelligence	3.89%
Square Megatrends Champions	3.31%
Sycomore Sustainable Tech	2.81%
Janus Henderson Horizon Global Sustainable Equity Fund	2.44%
Pictet - Digital	2.13%
VIA Smart Equity World	1.45%
Mandarine Global Transition	1.22%
DNCA Invest Beyond Semperosa	0.85%
MS INVF Global Opportunity	0.75%
Franklin Technology Fund	0.67%
GIS Sycomore Ageing Population	0.34%
JPMorgan Funds - Global Dividend	-0.05%
JPMorgan Funds - US Technology	-0.17%
EdR Fund Big Data	-0.18%
Groupama Global Active Equity	-0.37%
BNP Paribas Aqua	-0.40%
Fidelity Global Technology	-0.44%
Thematics Water	-0.60%
Sienna Actions Internationales	-0.69%
Pictet - Clean Energy Transition	-0.79%
M&G (Lux) Global Listed Infrastructure Fund	-1.05%
CPR Invest Climate Action	-1.40%
ODDO BHF Artificial Intelligence	-1.42%
Thematics AI and Robotics	-1.71%
BNP Paribas Funds Disruptive Technology	-1.88%
Sanso Smart Climate	-1.93%
Pictet - Water	-1.96%
Covéa Ruptures	-2.46%
Russell Inv. World Equity Fund	-2.65%
Echiquier World Equity Growth	-3.07%
Mirova Global Sustainable Equity	-3.26%
Groupama Global Disruption	-3.49%
Eurizon Fund Equity Innovation	-3.61%
JPMorgan Funds - Global Select Equity	-3.77%
Echiquier Global Tech	-3.99%
Loomis Sayles U.S. Growth Equity	-4.49%
M&G (Lux) Global Dividend Fund	-4.53%
Comgest Monde	-4.54%
Candriam Equities L Oncology	-4.87%
Pictet - Security	-5.19%
Franklin U.S. Opportunities Fund	-5.48%
Ofi Invest Grandes Marques	-5.49%
Thematics Meta	-5.55%
Covéa Actions Monde	-6.01%
MS INVF Global Brands	-6.36%
JPMorgan Funds - America Equity	-6.37%
ODDO BHF Global Equity Stars	-6.44%
AXA WF Robotech	-6.89%
Athymis Millennial	-7.29%
Claresco USA	-8.36%
CPR Global Disruptive Opportunities	-8.48%
EdR Fund US Value	-9.22%
BNP Paribas US Small Cap	-9.87%
EdR Fund Healthcare	-11.06%
FTGF Royce US Small Cap Opportunity Fund	-12.38%
Franklin India Fund	-14.87%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Jupiter Merian Global Equity Absolute Return	7.05%
RAM European Market Neutral Equities	7.04%
H2O Adagio	6.97%
Pictet TR - Atlas Titan	6.67%
BNP Paribas Global Absolute Return Bond	5.88%
Sienna Performance Absolue Défensif	5.24%
Syquant Capital - Helium Selection	4.85%
M&G (Lux) Episode Macro Fund	4.58%
Pictet TR - Atlas	3.75%
DNCA Invest Alpha Bonds	3.57%
Cigogne UCITS Credit Opportunities	3.56%
AXA WF Euro Credit Total Return	3.49%
Exane Pleiade	3.05%
Fidelity Absolute Return Global Equity Fund	2.46%
Candriam Bonds Credit Alpha	1.90%
Candriam Absolute Return Equity Market Neutral	-1.06%

Fixed Income by Rothschild & Co Asset Management : #4 Une gestion opportuniste

Emmanuel Petit (associé gérant), Julien Boy et Samuel Gruen (gérants) soulignent :

« Fidèles à notre ADN de conviction, nos équipes osent sortir des sentiers battus, pour saisir les opportunités lorsqu'elles se présentent et utiliser tous les moteurs de performance au bon moment. »

Pour en savoir plus CLIQUEZ ICI

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ACTIONS PEA Perf. YTD

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Alken Fund Small Cap Europe	47.41%
Axiom European Banks Equity	41.09%
Indépendance Europe Small	36.90%
Tailor Actions Avenir ISR	28.21%
Quadrige France Smallcaps	23.96%
VALBOA Engagement ISR	23.72%
Indépendance France Small & Mid	22.03%
Tocqueville Value Euro ISR	20.70%
Uzès WWW Perf	19.98%
Groupama Opportunities Europe	18.37%
BDL Convictions	18.13%
Moneta Multi Caps	17.34%
Covéa Perspectives Entreprises	16.35%
DNCA Invest Archer Mid-Cap Europe	16.02%
Richelieu Family	14.68%
Mandarine Premium Europe	14.65%
R-co 4Change Net Zero Equity Euro	13.71%
Mandarine Europe Microcap	11.64%
Europe Income Family	11.25%
Gay-Lussac Microcaps Europe	10.14%
Lazard Small Caps France	9.78%
EdR SICAV Tricolore Convictions	9.70%
Ecofi Smart Transition	9.70%
Tocqueville Euro Equity ISR	9.51%
HMG Découvertes	8.36%
ELEVA Leaders Small & Mid Cap Europe	7.55%
Sycomore Europe Eco Solutions	7.24%
Sycomore Europe Happy @ Work	6.76%
Mandarine Unique	6.09%
Fidelity Europe	5.35%
Mirova Europe Environmental Equity	4.91%
Dorval Drivers Europe	4.27%
Echiquier Agenor SRI Mid Cap Europe	2.69%
ADS Venn Collective Alpha Europe	2.64%
LFR Euro Développement Durable ISR	0.39%
Norden SRI	0.07%
Amplegest Pricing Power	-0.26%
Eiffel Nova Europe ISR	-0.67%
CPR Croissance Dynamique	-0.82%
Tocqueville Croissance Euro ISR	-0.87%
VEGA France Opportunités ISR	-0.92%
VEGA Europe Convictions ISR	-2.81%
DNCA Invest SRI Norden Europe	-4.38%
Echiquier Major SRI Growth Europe	-7.72%
ADS Venn Collective Alpha US	-10.25%

ARTICLE 9 Perf. YTD

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R-co 4Change Net Zero Equity Euro	13.71%
Dorval European Climate Initiative	11.91%
EdR SICAV Euro Sustainable Equity	8.18%
BDL Transitions Megatrends	7.85%
Palatine Europe Sustainable Employment	3.67%
La Française Credit Innovation	3.28%
Equilibre Ecologique	1.88%
DNCA Invest Beyond Semperosa	0.85%
Triodos Future Generations	0.24%
Triodos Impact Mixed	-1.32%
Echiquier Positive Impact Europe	-2.11%
Triodos Global Equities Impact	-4.39%
Aesculape SRI	-9.66%

OBLIGATIONS Perf. YTD

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H2O Multibonds	22.95%
IVO Global High Yield	5.23%
Carmignac Portfolio Credit	5.11%
Axiom Obligataire	4.87%
Axiom Emerging Markets Corporate Bonds	4.69%
Income Euro Sélection	4.62%
IVO EM Corporate Debt UCITS	4.11%
Omnibond	4.03%
Tikehau European High Yield	3.78%
IVO EM Corporate Debt Short Duration SRI	3.75%
Jupiter Dynamic Bond	3.74%
DNCA Invest Credit Conviction	3.57%
Schelcher Global Yield 2028	3.41%
Axiom Short Duration Bond	3.32%
La Française Credit Innovation	3.28%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.14%
Ostrum SRI Crossover	3.13%
Ofi Invest Alpha Yield	3.13%
R-co Conviction Credit Euro	3.10%
SLF (LUX) Bond High Yield Opportunity 2026	3.09%
Ofi Invest High Yield 2029	3.03%
Tikehau 2029	2.98%
Alken Fund Income Opportunities	2.88%
La Française Rendement Global 2028	2.81%
Pluvalca Credit Opportunities 2028	2.74%
FTGF Brandywine Global Income Optimiser Fund	2.69%
Tikehau 2027	2.69%
Mandarine Credit Opportunities	2.62%
Tailor Crédit Rendement Cible	2.62%
Auris Euro Rendement	2.60%
Lazard Credit Opportunities	2.52%
Tailor Credit 2028	2.45%
Auris Investment Grade	2.34%
M All Weather Bonds	2.30%
Eiffel Rendement 2028	2.26%
Groupama Alpha Fixed Income Plus	2.01%
Richelieu Euro Credit Unconstrained	1.96%
EdR Fund Bond Allocation	1.66%
Sanso Short Duration	1.09%
Epsilon Euro Bond	1.09%
LO Funds - Short-Term Money Market CHF	-0.10%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.01%
AXA IM FIIS US Short Duration High Yield	-7.35%
Amundi Cash USD	-8.53%