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	16.80%
Claresco Allocation Flexible	11.05%
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	6.22%
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	4.47%
First Eagle Amundi International Fund	4.47%
Monocle Fund	4.37%
DNCA Invest Evolutif	3.48%
Tikehau International Cross Assets	3.17%
Echiquier ARTY SRI	3.14%
Sycomore Next Generation	3.13%
Trusteam Optimum	2.77%
Tailor Allocation Defensive	2.23%
VEGA Euro Rendement ISR	1.69%
IDE Dynamic World Flexible	0.77%
ACATIS Value Event	-0.10%
VALBOA Exclusif	-0.11%
Nova Dynamique	-0.13%
Gay-Lussac Europe Flex	-1.77%
ODDO BHF Polaris Balanced	-1.81%
Mansartis Investissements ISR	-3.64%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	69.85%
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	13.42%
Tikehau European Sovereignty	12.83%
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%
JPMorgan Funds - US Technology	3.94%
Pictet - Digital	3.93%
Franklin Technology Fund	3.70%
Groupama Global Active Equity	3.55%
GIS Sycomore Ageing Population	2.80%
EdR Fund Big Data	2.40%
Janus Henderson Horizon Global Sustainable Equity Fund	2.39%
Fidelity Global Technology	2.14%
FTGF ClearBridge Infrastructure Value	1.97%
Sienna Actions Internationales	1.52%
MS INVF Global Opportunity	1.23%
BNP Paribas Funds Disruptive Technology	1.22%
ODDO BHF Artificial Intelligence	0.79%
JPMorgan Funds - Global Dividend	0.69%
Mandarine Global Transition	0.54%
Candriam Equities L Oncology	0.33%
Russell Inv. World Equity Fund	0.15%
BNP Paribas Aqua	-0.05%
CPR Invest Climate Action	-0.06%
Palatine Amérique	-0.08%
Pictet - Clean Energy Transition	-0.09%
DNCA Invest Beyond Semperosa	-0.11%
Covéa Ruptures	-0.31%
Sanso Smart Climate	-0.55%
Eurizon Fund Equity Innovation	-0.58%
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%
M&G (Lux) Global Dividend Fund	-3.09%
Pictet - Water	-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	-4.65%
Pictet - Security	-4.86%
Claresco USA	-4.91%
BNP Paribas US Small Cap	-5.09%
Athymis Millennial	-5.22%
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	-8.19%
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	4.99%
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%
Fidelity Absolute Return Global Equity Fund	3.05%
Exane Pleiade	3.05%
Candriam Bonds Credit Alpha	1.98%
Candriam Absolute Return Equity Market Neutral	1.61%

Fonds ISR : bientôt la fin du game ?

A ce jour, 1219 OPCVM disposent du Label ISR (juste en prenant le Label français).

C'est près de 2x plus qu'il y a 2 ans (656 à fin 2020) 🤯

4x plus qu'il y a 3 ans (321 à fin 2019) 🤯🤯

8x plus qu'il y a 4 ans (146 à fin 2018) 🤯🤯🤯

Avec 3036 OPCVM de droit français et 7972 OPCVM européens autorisés en France, comment fera-t-on lorsqu'il n'y aura plus de nouveaux fonds à labelliser ? 🤔

Heureusement, un bon conseiller financier saura toujours distinguer les bons fonds ISR... en attendant le Label ISR 2.0 !

Publié le mercredi 28 décembre 2022

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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	43.77%
Indépendance Europe Small	36.58%
Tailor Actions Avenir ISR	28.24%
IDE Dynamic Euro	22.64%
Tocqueville Value Euro ISR	22.31%
JPMorgan Euroland Dynamic	21.06%
Uzès WWW Perf	20.96%
BDL Convictions	20.65%
Groupama Opportunities Europe	20.65%
Indépendance France Small & Mid	18.86%
Moneta Multi Caps	17.46%
VALBOA Engagement ISR	17.40%
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%
Europe Income Family	11.48%
Ecofi Smart Transition	11.42%
Mandarine Europe Microcap	11.26%
Sycomore Sélection Responsable	11.26%
EdR SICAV Tricolore Convictions	9.81%
Groupama Avenir PME Europe	9.60%
Gay-Lussac Microcaps Europe	9.13%
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	-5.03%
ADS Venn Collective Alpha US	-7.05%
Echiquier Major SRI Growth Europe	-7.90%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
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	8.36%
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	-4.64%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	26.10%
IVO Global High Yield	6.32%
Axiom Emerging Markets Corporate Bonds	6.30%
Carmignac Portfolio Credit	5.42%
IVO EM Corporate Debt UCITS	5.36%
Axiom Obligataire	5.13%
LO Fallen Angels	4.96%
FTGF Brandywine Global Income Optimiser Fund	4.87%
Income Euro Sélection	4.78%
IVO EM Corporate Debt Short Duration SRI	4.59%
Lazard Credit Fi SRI	4.42%
Schelcher Global Yield 2028	4.24%
Jupiter Dynamic Bond	4.19%
Omnibond	4.02%
La Française Credit Innovation	3.91%
Tikehau European High Yield	3.86%
DNCA Invest Credit Conviction	3.68%
Axiom Short Duration Bond	3.54%
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	2.92%
Auris Investment Grade	2.87%
Tailor Crédit Rendement Cible	2.83%
Tikehau 2027	2.81%
Tailor Credit 2028	2.79%
Auris Euro Rendement	2.57%
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	0.65%
LO Funds - Short-Term Money Market CHF	0.32%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.64%
AXA IM FIIS US Short Duration High Yield	-7.51%
Amundi Cash USD	-8.96%