CAC 40 Perf Jour Perf Ytd
7896.93 +0.92% +6.99%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 22.48%
H2O Moderato 20.30%
Ginjer Actifs 360 Grand Prix de la Finance 17.56%
Moneta Long Short 17.11%
BDL Rempart Grand Prix de la Finance 16.68%
Claresco Allocation Flexible 11.48%
R-co Valor Grand Prix de la Finance 11.43%
Clartan Valeurs 11.39%
AXA WF Global Optimal Income 10.34%
Carmignac Patrimoine 10.05%
M&G (Lux) Dynamic Allocation Fund 9.28%
Dorval Convictions 8.62%
ELEVA Global Multi Opportunities 8.31%
R-co Valor Balanced Grand Prix de la Finance 7.63%
Exane Ceres 7.40%
ELEVA AR - Dynamic 7.31%
VEGA Patrimoine ISR 7.25%
Sienna Diversifié Flexible Monde 7.17%
Ruffer Total Return International 6.72%
Ofi Invest ESG MultiTrack 6.64%
Eurose Grand Prix de la Finance 6.61%
Russell Inv. MAGS 6.57%
Auris Diversified Beta 6.54%
GIS Global Multi Asset Income 5.64%
Mandarine Solution 5.55%
BNY Mellon Global Real Return Fund (EUR) 5.21%
Dorval Global Allocation 4.92%
Elkano Global Fund 4.74%
First Eagle Amundi International Fund 4.60%
Monocle Fund 4.47%
DNCA Invest Evolutif 4.13%
Sycomore Next Generation 3.35%
Echiquier ARTY SRI Grand Prix de la Finance 3.21%
Tikehau International Cross Assets 3.21%
Trusteam Optimum 2.74%
Tailor Allocation Defensive Grand Prix de la Finance 2.54%
VEGA Euro Rendement ISR 1.68%
IDE Dynamic World Flexible 1.38%
Nova Dynamique 0.62%
VALBOA Exclusif 0.51%
ACATIS Value Event 0.20%
Gay-Lussac Europe Flex -1.62%
ODDO BHF Polaris Balanced -1.75%
Mansartis Investissements ISR -3.14%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 75.15%
Jupiter Financial Innovation 27.42%
Piquemal Houghton Global Equities 17.24%
Digital Stars Europe 17.01%
R-co Thematic Blockchain Global Equity 16.23%
Aperture European Innovation 15.78%
Auris Gravity US Equity Fund 14.52%
Tikehau European Sovereignty 14.15%
Candriam Equities L Robotics & Innovative Technology 11.13%
Carmignac Investissement Grand Prix de la Finance 10.72%
Sienna Actions Bas Carbone 10.43%
Athymis Industrie 4.0 9.77%
AXA Aedificandi 9.59%
R-co Thematic Real Estate 8.77%
Echiquier Artificial Intelligence Grand Prix de la Finance 8.63%
HMG Globetrotter 6.49%
VIA Smart Equity World 5.83%
Square Megatrends Champions 5.31%
Sycomore Sustainable Tech 5.07%
Groupama Global Disruption 4.38%
Groupama Global Active Equity 4.32%
JPMorgan Funds - US Technology 4.03%
Pictet - Digital 4.01%
Franklin Technology Fund 3.60%
EdR Fund Big Data Grand Prix de la Finance 3.56%
Fidelity Global Technology 3.07%
GIS Sycomore Ageing Population 3.03%
FTGF ClearBridge Infrastructure Value 2.78%
Janus Henderson Horizon Global Sustainable Equity Fund 2.60%
Sienna Actions Internationales 2.21%
MS INVF Global Opportunity 2.12%
BNP Paribas Funds Disruptive Technology 1.75%
JPMorgan Funds - Global Dividend 1.24%
Mandarine Global Transition 1.17%
ODDO BHF Artificial Intelligence 1.10%
Eurizon Fund Equity Innovation 0.87%
Palatine Amérique 0.85%
Russell Inv. World Equity Fund 0.68%
BNP Paribas Aqua Grand Prix de la Finance 0.45%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.43%
CPR Invest Climate Action 0.33%
DNCA Invest Beyond Semperosa 0.31%
Covéa Ruptures 0.12%
Sanso Smart Climate Grand Prix de la Finance -0.18%
Candriam Equities L Oncology -0.19%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.65%
Echiquier World Equity Growth Grand Prix de la Finance -0.69%
Thematics AI and Robotics -1.04%
Loomis Sayles U.S. Growth Equity -1.12%
Thematics Water -1.75%
Echiquier Global Tech -1.82%
M&G (Lux) Global Dividend Fund -2.55%
Comgest Monde Grand Prix de la Finance -2.99%
Pictet - Water Grand Prix de la Finance -3.28%
Mirova Global Sustainable Equity -3.38%
Ofi Invest Grandes Marques -3.49%
Covéa Actions Monde -3.63%
Claresco USA -4.20%
Franklin U.S. Opportunities Fund -4.24%
JPMorgan Funds - America Equity -4.43%
BNP Paribas US Small Cap -4.61%
Pictet - Security -4.94%
Athymis Millennial -5.06%
Thematics Meta -5.30%
AXA WF Robotech -5.30%
FTGF Royce US Small Cap Opportunity Fund -5.53%
CPR Global Disruptive Opportunities -5.55%
ODDO BHF Global Equity Stars -5.99%
EdR Fund US Value -6.66%
EdR Fund Healthcare -7.25%
MS INVF Global Brands -8.68%
Franklin India Fund -14.29%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 8.70%
Jupiter Merian Global Equity Absolute Return 8.42%
H2O Adagio 7.71%
RAM European Market Neutral Equities 7.44%
BNP Paribas Global Absolute Return Bond 6.40%
Sienna Performance Absolue DĂ©fensif 6.37%
Syquant Capital - Helium Selection 5.32%
M&G (Lux) Episode Macro Fund 5.19%
Pictet TR - Atlas 4.77%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.15%
Cigogne UCITS Credit Opportunities 3.68%
AXA WF Euro Credit Total Return 3.32%
Fidelity Absolute Return Global Equity Fund 3.22%
Exane Pleiade 2.90%
Candriam Bonds Credit Alpha 1.96%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.52%
Articles Un TĂ©moin dans la Salle

📢 Une webconférence à ne manquer sous aucun prétexte...

 

Pour vous inscrire à la webconférence de mercredi, cliquez sur l'image.

 

Transitoire ? structurelle ?

 

Une chose est sûre l'inflation est là pour un moment et surprend par sa force. Beaucoup de gérants parlent maintenant de stagflation.

 

Quelles conséquences pour les actifs ? 

L'inflation est généralement l'ennemi de l'investisseur mais certaines classes d'actifs pourraient-elles profiter de cet environnement ? 

 Obligations indexées sur l’inflation ?

 Immobilier ?

 Actions ?

Banques ?

 

A l’inverse, quelles sont les classes d’actifs à fuir ?

 

Pour répondre à cette question et faire un bilan de la situation, EOS Allocations invite 3 gérants sur 3 expertises, le mercredi 6 avril à 10h30 en format webinaire :

 

 

  • Pascal Gilbert, Gérant de DNCA Alpha Bonds chez DNCA Finance.

  • François-Xavier Aubry, Gérant de Axa Aedificandi chez AXA IM.

  • Antonio Roman, Gérant de Axiom European Banks Equity chez AXIOM AI.

 

Pour vous inscrire, cliquez ici.

Publié le vendredi 1 avril 2022

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 50.97%
Axiom European Banks Equity Grand Prix de la Finance 45.71%
Indépendance Europe Small Grand Prix de la Finance 39.43%
Tailor Actions Avenir ISR 29.48%
IDE Dynamic Euro 24.01%
Tocqueville Value Euro ISR 23.20%
JPMorgan Euroland Dynamic 22.96%
Uzès WWW Perf 21.55%
Groupama Opportunities Europe 21.26%
BDL Convictions Grand Prix de la Finance 20.85%
Indépendance France Small & Mid Grand Prix de la Finance 20.23%
VALBOA Engagement ISR 19.56%
Moneta Multi Caps Grand Prix de la Finance 18.50%
Quadrige France Smallcaps 18.46%
DNCA Invest Archer Mid-Cap Europe 16.51%
Mandarine Premium Europe 14.79%
Richelieu Family 14.76%
Covéa Perspectives Entreprises 14.58%
Lazard Small Caps Euro 14.41%
R-co 4Change Net Zero Equity Euro 13.80%
Tocqueville Euro Equity ISR 12.42%
Ecofi Smart Transition 12.11%
Mandarine Europe Microcap 11.97%
Sycomore SĂ©lection Responsable 11.95%
Europe Income Family 11.90%
Groupama Avenir PME Europe 11.19%
EdR SICAV Tricolore Convictions 10.92%
Gay-Lussac Microcaps Europe 8.88%
Sycomore Europe Happy @ Work 8.55%
Fidelity Europe 6.71%
Mirova Europe Environmental Equity 6.39%
ELEVA Leaders Small & Mid Cap Europe 6.16%
Mandarine Unique 5.82%
HMG DĂ©couvertes 5.79%
Norden SRI 4.85%
ADS Venn Collective Alpha Europe 4.57%
Dorval Drivers Europe 4.24%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.08%
VEGA France Opportunités ISR 2.04%
CPR Croissance Dynamique 1.97%
Tocqueville Croissance Euro ISR 1.04%
LFR Euro DĂ©veloppement Durable ISR 1.01%
Amplegest Pricing Power Grand Prix de la Finance 0.83%
VEGA Europe Convictions ISR -0.80%
DNCA Invest SRI Norden Europe -4.87%
Eiffel Nova Europe ISR -5.07%
ADS Venn Collective Alpha US -6.66%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.02%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 26.90%
Axiom Emerging Markets Corporate Bonds 6.43%
IVO Global High Yield 6.27%
IVO EM Corporate Debt UCITS 5.64%
Carmignac Portfolio Credit 5.48%
Axiom Obligataire Grand Prix de la Finance 5.19%
LO Fallen Angels 5.13%
FTGF Brandywine Global Income Optimiser Fund 4.86%
Income Euro SĂ©lection 4.85%
IVO EM Corporate Debt Short Duration SRI 4.77%
Lazard Credit Fi SRI 4.49%
Schelcher Global Yield 2028 4.33%
Jupiter Dynamic Bond 4.28%
Omnibond 4.11%
La Française Credit Innovation 4.03%
Tikehau European High Yield 3.96%
Axiom Short Duration Bond 3.55%
DNCA Invest Credit Conviction 3.51%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.50%
Ofi Invest High Yield 2029 3.37%
Alken Fund Income Opportunities 3.37%
Ostrum SRI Crossover 3.33%
R-co Conviction Credit Euro 3.30%
Lazard Credit Opportunities SRI 3.29%
SLF (F) Opportunité High Yield 2028 3.25%
Ofi Invest Alpha Yield 3.16%
Tikehau 2029 3.14%
La Française Rendement Global 2028 3.07%
Pluvalca Credit Opportunities 2028 2.99%
Auris Investment Grade 2.95%
Tikehau 2027 2.87%
Tailor Credit 2028 2.86%
Tailor Crédit Rendement Cible 2.76%
Auris Euro Rendement 2.63%
M All Weather Bonds 2.56%
Eiffel Rendement 2028 2.50%
Mandarine Credit Opportunities 2.46%
Richelieu Euro Credit Unconstrained 2.17%
EdR Fund Bond Allocation 2.11%
Sanso Short Duration 1.17%
Epsilon Euro Bond 0.42%
LO Funds - Short-Term Money Market CHF 0.37%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.94%
AXA IM FIIS US Short Duration High Yield -7.63%
Amundi Cash USD -9.14%