CAC 40	Perf Jour	Perf Ytd
8273.84	+0.43%	+1.53%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	6.95%
H2O Multistrategies	6.25%
Clartan Valeurs	5.28%
Ginjer Actifs 360	4.90%
First Eagle Amundi International Fund	4.56%
H2O Moderato	3.55%
BNY Mellon Global Real Return Fund (EUR)	3.06%
Mandarine Solution	3.01%
M&G (Lux) Dynamic Allocation Fund	2.59%
Nova Dynamique	2.42%
Elkano Global Fund	2.42%
AXA WF Global Optimal Income	2.31%
GF Ambition Solidaire	2.09%
Dorval Convictions	2.01%
GIS Global Multi Asset Income	1.78%
Eurose	1.54%
Russell Inv. MAGS	1.27%
VEGA Euro Rendement ISR	1.21%
Echiquier ARTY SRI	1.20%
Dorval Global Allocation	1.00%
Sienna Diversifié Flexible Monde	0.95%
Claresco Allocation Flexible	0.95%
Trusteam Optimum	0.88%
Moneta Long Short	0.59%
Carmignac Patrimoine	0.56%
VEGA Patrimoine ISR	0.55%
DNCA Invest Evolutif	0.52%
R-co Valor Balanced	0.39%
Tikehau International Cross Assets	0.24%
Tailor Allocation Defensive	0.11%
R-co Valor	0.09%
ODDO BHF Polaris Balanced	-0.12%
Varenne Valeur	-0.56%
Mansartis Investissements ISR	-0.72%
Varenne Global	-0.90%
ELEVA Global Multi Opportunities	-1.33%
ACATIS Value Event	-2.03%
IDE Dynamic World Flexible	-2.69%
Exane Ceres	-3.26%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Templeton Emerging Markets Fund	11.20%
IAM Space	8.24%
Pictet - Clean Energy Transition	7.76%
SKAGEN Kon-Tiki	7.59%
Aperture European Innovation	7.51%
CPR Invest Global Gold Mines	7.25%
BNP Paribas Aqua	7.01%
FTGF ClearBridge Infrastructure Value Fund	6.72%
GemEquity	6.40%
CM-AM Global Gold	6.37%
Thematics Water	6.26%
Longchamp Dalton Japan Long Only	5.78%
Piquemal Houghton Global Equities	5.74%
M&G (Lux) European Strategic Value Fund	5.62%
HMG Globetrotter	5.04%
M&G (Lux) Global Dividend Fund	4.78%
H2O Multiequities	4.34%
EdR SICAV Global Resilience	3.59%
Athymis Industrie 4.0	3.01%
Mandarine Global Transition	2.89%
AXA Aedificandi	2.49%
BNP Paribas US Small Cap	2.47%
Sienna Actions Bas Carbone	2.30%
Groupama Global Active Equity	2.16%
JPMorgan Funds - Global Dividend	2.14%
EdR Fund Healthcare	1.84%
DNCA Invest Sustain Semperosa	1.55%
R-co Thematic Real Estate	1.34%
GIS Sycomore Ageing Population	0.89%
FTGF Putnam US Research Fund	0.87%
Groupama Global Disruption	0.32%
Candriam Equities L Oncology	0.03%
Claresco USA	-0.16%
Sienna Actions Internationales	-0.30%
Palatine Amérique	-0.53%
Fidelity Global Technology	-0.67%
Echiquier World Equity Growth	-0.78%
JPMorgan Funds - America Equity	-0.93%
Auris Gravity US Equity Fund	-1.52%
Sycomore Sustainable Tech	-1.61%
Carmignac Investissement	-1.62%
EdR Fund Big Data	-1.69%
Athymis Millennial	-2.01%
Candriam Equities L Robotics & Innovative Technology	-2.17%
Ofi Invest Grandes Marques	-3.01%
Thematics Meta	-3.03%
Comgest Monde	-3.40%
Mirova Global Sustainable Equity	-3.43%
Franklin Technology Fund	-3.49%
Thematics AI and Robotics	-3.74%
Square Megatrends Champions	-5.00%
Echiquier Global Tech	-5.17%
Pictet-Robotics	-5.65%
BNP Paribas Funds Disruptive Technology	-5.87%
Loomis Sayles U.S. Growth Equity	-6.01%
ODDO BHF Artificial Intelligence	-6.90%
Echiquier Artificial Intelligence	-9.44%
Pictet - Digital	-12.15%
R-co Thematic Blockchain Global Equity	-15.95%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	3.37%
Pictet TR - Sirius	2.34%
Pictet TR - Atlas	1.67%
H2O Adagio	1.49%
ELEVA Absolute Return Dynamic	1.25%
Alken Fund Absolute Return Europe	1.04%
AXA WF Euro Credit Total Return	0.99%
ELEVA Global Bonds Opportunities	0.96%
Syquant Capital - Helium Selection	0.90%
JPMorgan Funds - Europe Equity Absolute Alpha	0.84%
Candriam Absolute Return Equity Market Neutral	0.80%
Jupiter Merian Global Equity Absolute Return	0.69%
Sienna Performance Absolue Défensif	0.48%
DNCA Invest Alpha Bonds	0.48%
Cigogne UCITS Credit Opportunities	0.46%
Candriam Bonds Credit Alpha	0.32%
BNP Paribas Global Absolute Return Bond	-0.20%
Fidelity Absolute Return Global Equity Fund	-0.23%
Exane Pleiade	-0.45%
RAM European Market Neutral Equities	-0.56%
MacroSphere Global Fund	-2.10%

Fonds obligataires datés : le point sur l'offre…

La plateforme Nortia propose une matrice de son offre en fonds obligataires datés...

NOM DU FONDS	TRA (Bruts)	NOMBRE DE LIGNES	SENSI	DURATION	NOTATION MOYENNE DES TITRES	DATE DE FIN DE SOUSCRIPTION
SEXTANT 2027	6,70%	26	3,40	3,6	B-	18/04/2024
CARMIGNAC CREDIT 2027	7,43%	136	2,87	3,08	BBB-	-
CARMIGNAC CREDIT 2025	6,87%	175	2,69	2,87	BBB	-
MILLESIMA WORLD 2028	5,60%	169	3,73	3,7	BB	31/05/2023
PLUVALCA CREDIT OPPORTUNITES 2028	6,30%	70	4,26	4,43	BB	31/12/2028
IVO 2028	7,20%	72	3,65	3,4	BB	-
KEREN RECOVERY 2027	6,47%	56	2,74	3,03	B+	30/09/2023
LA FRANCAISE RENDEMENT GLOBAL 2028	7,85%	151	3,65	4,11	B	-
OCTO RENDEMENT 2025	6,53%	148	2,25	2,25	BB	-
ODDO BHF GLOBAL TARGET 2026	5,76%	173	NC	2,74	BB-	29/12/2023
R-CO THEMATIC TARGET 2026 HY	8,20%	146	3,00	3,2	BB & B	31/12/2026
R-CO TARGET 2028 IG	4,90%	102	4,30	4,6	A & BBB	31/12/2028
SANSO OBJECTIF DURABLE 2024	4,69%	166	1,11	1,16	BBB-	31/12/2024
SCHELCHER IVO GLOBAL YIELD 2024	8,15%	151	1,65	1,59	B	-
SUNNY OPPORTUNITES 2025	6,43%	56	1,89	2,5	B	31/03/2023
SLF BOND HIGH YIELD OPPORTUNITY 2026	7,74%	180	2,98	2,98	B/B+	-
SYCOYIELD 2026	5,40%	76	2,97	2,95	BB	-
TAILOR CREDIT 2028	6,75%	192	3,85	4,12	BB+/-	-
TIKEHAU 2027	8,00%	84	2,50	2,3	BB	-
TIKEHAU 2025	4,87%	57	2,20	3,1	BBB	-
LAZARD CREDIT 2027	4,22%	74	4,30	4,2	BBB-	28/04/2023
OFI INVEST HIGH YIELD 2027	5,50%	99	2,85	NA	BB+	31/12/2024
ECOFI OPTIM 26	5,62%	53	2,81	2,85	BBB-	-

Source des données : Documents Sociétés de Gestion - Data au 31/01/2023

Pour en savoir plus sur Nortia, cliquez ici.

Publié le vendredi 3 mars 2023

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
BDL Convictions	6.61%
Ginjer Detox European Equity	6.60%
Chahine Funds - Equity Continental Europe	4.89%
Mandarine Premium Europe	4.81%
Groupama Opportunities Europe	4.66%
Independance Europe Mid	4.16%
CPR Invest - European Strategic Autonomy	3.59%
JPMorgan Euroland Dynamic	3.52%
Sycomore Europe Happy @ Work	3.12%
Moneta Multi Caps	3.08%
INOCAP France Smallcaps	3.04%
Sycomore Sélection Responsable	3.02%
Fidelity Europe	3.01%
Pluvalca Initiatives PME	2.98%
Tikehau European Sovereignty	2.83%
VALBOA Engagement	2.79%
Tocqueville Euro Equity ISR	2.70%
Indépendance France Small & Mid	2.54%
Mandarine Unique	2.53%
R-co 4Change Net Zero Equity Euro	2.47%
DNCA Invest Archer Mid-Cap Europe	2.45%
IDE Dynamic Euro	2.27%
Echiquier Agenor SRI Mid Cap Europe	2.23%
Tocqueville Value Euro ISR	1.72%
Axiom European Banks Equity	1.56%
Alken European Opportunities	1.56%
Gay-Lussac Microcaps Europe	1.49%
HMG Découvertes	1.42%
Mandarine Europe Microcap	1.33%
Europe Income Family	1.22%
Tailor Actions Entrepreneurs	1.15%
Tocqueville Croissance Euro ISR	1.06%
VEGA Europe Convictions ISR	1.00%
Echiquier Major SRI Growth Europe	0.96%
Maxima	0.88%
ODDO BHF Active Small Cap	0.76%
LFR Inclusion Responsable ISR	0.71%
Lazard Small Caps Euro	0.45%
VEGA France Opportunités ISR	0.42%
Amplegest Pricing Power	0.40%
Uzès WWW Perf	-0.55%
Tailor Actions Avenir ISR	-1.50%
EdR SICAV Tricolore Convictions	-1.59%
Dorval Drivers Europe	-1.68%
Groupama Avenir PME Europe	-2.28%
DNCA Invest SRI Norden Europe	-2.69%
Eiffel Nova Europe ISR	-4.89%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Regnan Sustainable Water & Waste	6.66%
M Climate Solutions	4.17%
BDL Transitions Megatrends	3.05%
EdR SICAV Euro Sustainable Equity	2.87%
Dorval European Climate Initiative	2.63%
R-co 4Change Net Zero Equity Euro	2.47%
Echiquier Positive Impact Europe	1.65%
Ecofi Smart Transition	1.63%
DNCA Invest Sustain Semperosa	1.55%
Palatine Europe Sustainable Employment	1.39%
Triodos Impact Mixed	0.59%
Triodos Global Equities Impact	0.51%
Triodos Future Generations	0.44%
Storebrand Global Solutions	0.28%
La Française Credit Innovation	0.20%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	5.51%
Templeton Global Total Return Fund	2.61%
Jupiter Dynamic Bond	1.70%
LO Funds - Short-Term Money Market CHF	1.52%
IVO EM Corporate Debt Short Duration SRI	1.28%
M&G (Lux) Emerging Markets Bond Fund	1.28%
Lazard Credit Opportunities	1.24%
IVO EM Corporate Debt UCITS	1.16%
Axiom Emerging Markets Corporate Bonds	1.14%
CPR Absolute Return Bond	1.12%
IVO Global High Yield	1.02%
R-co Conviction Credit Euro	0.98%
Axiom Obligataire	0.97%
Omnibond	0.94%
EdR SICAV Financial Bonds	0.93%
Carmignac Portfolio Credit	0.91%
Lazard Credit Fi SRI	0.86%
Ostrum Euro High Income Fund	0.86%
Schelcher Optimal Income	0.86%
Lazard Euro Short Duration Income Opportunities SRI	0.84%
EdR SICAV Millesima 2030	0.80%
Hugau Obli 3-5	0.78%
Ofi Invest Alpha Yield	0.77%
EdR Fund Bond Allocation	0.70%
Mandarine Credit Opportunities	0.68%
DNCA Invest Credit Conviction	0.66%
Tailor Crédit Rendement Cible	0.64%
Hugau Obli 1-3	0.59%
Ostrum SRI Crossover	0.58%
Auris Euro Rendement	0.58%
Tikehau European High Yield	0.55%
Franklin Euro Short Duration Bond Fund	0.54%
Tikehau 2031	0.54%
M International Convertible 2028	0.53%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.49%
LO Fallen Angels	0.49%
Income Euro Sélection	0.46%
Sycoyield 2030	0.46%
Axiom Short Duration Bond	0.44%
EdR SICAV Short Duration Credit	0.38%
Eiffel Rendement 2028	0.36%
SLF (F) Opportunité High Yield 2028	0.32%
La Française Credit Innovation	0.20%
Amundi Cash USD	-0.25%