CAC 40	Perf Jour	Perf Ytd
7632.01	+1.14%	+3.4%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	20.02%
H2O Moderato	16.99%
BDL Rempart	15.74%
Moneta Long Short	15.69%
Ginjer Actifs 360	13.38%
Claresco Allocation Flexible	8.79%
Exane Ceres	7.45%
Carmignac Patrimoine	7.40%
Dorval Convictions	6.98%
M&G (Lux) Dynamic Allocation Fund	6.15%
Ruffer Total Return International	5.89%
Eurose	5.84%
Auris Diversified Beta	5.73%
ELEVA Global Multi Opportunities	5.39%
Clartan Valeurs	5.20%
VEGA Patrimoine ISR	5.14%
Sienna Diversifié Flexible Monde	4.64%
Ofi Invest ESG MultiTrack	4.57%
ELEVA AR - Dynamic	4.57%
AXA WF Global Optimal Income	4.50%
R-co Valor	4.38%
Monocle Fund	3.73%
BNY Mellon Global Real Return Fund (EUR)	3.69%
R-co Valor Balanced	3.62%
Russell Inv. MAGS	3.09%
Elkano Global Fund	3.00%
Dorval Global Allocation	3.00%
Mandarine Solution	2.85%
GIS Global Multi Asset Income	2.82%
Tailor Allocation Defensive	2.60%
Trusteam Optimum	2.50%
Tikehau International Cross Assets	2.49%
Echiquier ARTY SRI	2.39%
Sycomore Next Generation	2.38%
DNCA Invest Evolutif	1.42%
Gay-Lussac Europe Flex	1.33%
VEGA Euro Rendement ISR	1.02%
Lazard Patrimoine SRI	0.30%
VALBOA Exclusif	-1.02%
First Eagle Amundi International Fund	-1.08%
ACATIS Value Event	-1.10%
IDE Dynamic World Flexible	-1.59%
ODDO BHF Polaris Balanced	-2.24%
Nova Dynamique	-2.61%
Mansartis Investissements ISR	-4.13%

ACTIONS Perf. YTD

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CM-AM Global Gold	34.48%
Jupiter Financial Innovation	20.37%
Digital Stars Europe	14.85%
Aperture European Innovation	11.84%
AXA Aedificandi	8.78%
Piquemal Houghton Global Equities	8.68%
R-co Thematic Real Estate	8.31%
Auris Gravity US Equity Fund	8.05%
Candriam Equities L Robotics & Innovative Technology	7.04%
Athymis Industrie 4.0	6.97%
Sienna Actions Bas Carbone	6.51%
R-co Thematic Blockchain Global Equity	5.17%
Carmignac Investissement	5.01%
HMG Globetrotter	3.75%
FTGF ClearBridge Infrastructure Value	3.39%
Echiquier Artificial Intelligence	2.75%
Square Megatrends Champions	2.48%
Sycomore Sustainable Tech	2.32%
Janus Henderson Horizon Global Sustainable Equity Fund	2.19%
Pictet - Digital	1.11%
Mandarine Global Transition	0.57%
GIS Sycomore Ageing Population	0.28%
MS INVF Global Opportunity	-0.13%
EdR Fund Big Data	-0.30%
VIA Smart Equity World	-0.42%
M&G (Lux) Global Listed Infrastructure Fund	-0.73%
JPMorgan Funds - Global Dividend	-0.89%
BNP Paribas Aqua	-0.93%
DNCA Invest Beyond Semperosa	-1.06%
Sienna Actions Internationales	-1.13%
Franklin Technology Fund	-1.40%
Fidelity Global Technology	-1.44%
Russell Inv. World Equity Fund	-1.51%
Thematics AI and Robotics	-1.52%
Pictet - Clean Energy Transition	-1.57%
Groupama Global Active Equity	-1.59%
Thematics Water	-1.60%
CPR Invest Climate Action	-2.06%
Sanso Smart Climate	-2.57%
ODDO BHF Artificial Intelligence	-2.65%
Pictet - Water	-2.82%
Covéa Ruptures	-2.86%
BNP Paribas Funds Disruptive Technology	-3.34%
Echiquier World Equity Growth	-3.35%
Candriam Equities L Oncology	-3.43%
Pictet - Security	-3.43%
Eurizon Fund Equity Innovation	-3.90%
Groupama Global Disruption	-3.92%
Mirova Global Sustainable Equity	-3.99%
Echiquier Global Tech	-4.16%
Comgest Monde	-4.39%
JPMorgan Funds - US Technology	-4.54%
Thematics Meta	-5.06%
M&G (Lux) Global Dividend Fund	-5.14%
JPMorgan Funds - Global Select Equity	-5.18%
Loomis Sayles U.S. Growth Equity	-5.40%
Covéa Actions Monde	-5.78%
Ofi Invest Grandes Marques	-6.11%
Franklin U.S. Opportunities Fund	-6.51%
MS INVF Global Brands	-6.65%
ODDO BHF Global Equity Stars	-6.87%
AXA WF Robotech	-6.96%
Athymis Millennial	-7.85%
JPMorgan Funds - America Equity	-8.21%
Claresco USA	-8.35%
CPR Global Disruptive Opportunities	-8.58%
EdR Fund US Value	-8.71%
BNP Paribas US Small Cap	-9.91%
EdR Fund Healthcare	-10.03%
FTGF Royce US Small Cap Opportunity Fund	-13.61%
Franklin India Fund	-13.63%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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RAM European Market Neutral Equities	6.93%
Jupiter Merian Global Equity Absolute Return	6.66%
Pictet TR - Atlas Titan	6.18%
H2O Adagio	6.17%
BNP Paribas Global Absolute Return Bond	5.72%
Sienna Performance Absolue Défensif	4.97%
Syquant Capital - Helium Selection	4.86%
M&G (Lux) Episode Macro Fund	4.76%
Pictet TR - Atlas	3.51%
Cigogne UCITS Credit Opportunities	3.41%
DNCA Invest Alpha Bonds	3.38%
AXA WF Euro Credit Total Return	3.27%
Exane Pleiade	3.05%
Fidelity Absolute Return Global Equity Fund	2.29%
Candriam Bonds Credit Alpha	1.87%
Candriam Absolute Return Equity Market Neutral	-1.42%

La liste des fonds gagnants de la 21ème édition des Morningstar Awards...

Les meilleurs fonds Actions :

Actions France grandes capitalisations : Pluvalca Allcaps (Financière Arbevel)

Actions France petites et moyennes capitalisations : Découvertes (HMG Finance)

Actions Europe : JPM Europe Strategic Growth (JP Morgan AM)

Actions Internationales : SPDR MSCI ACWI IMI UCITS ETF (SPDR ETF France, State Street Global Advisor)

Prix du meilleur fonds Allocation : Sextant Grand Large (Amiral Gestion)

Prix du meilleur fonds Obligations : Schroder ISF Euro Corporate Bond (Schroder IM)

Enfin, les prix "Meilleurs groupes" ont récompensé Fidelity International sur deux catégories (gammes Actions et toutes classes d'actifs) et Aviva Investors (gamme Obligations).

Publié le mercredi 1 mars 2017

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ACTIONS PEA Perf. YTD

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Alken Fund Small Cap Europe	43.01%
Axiom European Banks Equity	37.05%
Indépendance Europe Small	34.70%
Tailor Actions Avenir ISR	25.08%
VALBOA Engagement ISR	22.53%
Quadrige France Smallcaps	22.20%
Indépendance France Small & Mid	20.37%
Tocqueville Value Euro ISR	17.81%
BDL Convictions	17.14%
Uzès WWW Perf	16.92%
Groupama Opportunities Europe	16.39%
Moneta Multi Caps	15.69%
Covéa Perspectives Entreprises	15.44%
DNCA Invest Archer Mid-Cap Europe	14.54%
Richelieu Family	13.25%
Mandarine Premium Europe	12.73%
Europe Income Family	12.07%
Mandarine Europe Microcap	10.52%
R-co 4Change Net Zero Equity Euro	10.20%
Gay-Lussac Microcaps Europe	8.93%
EdR SICAV Tricolore Convictions	8.49%
Lazard Small Caps France	8.03%
Tocqueville Euro Equity ISR	7.92%
Ecofi Smart Transition	7.74%
HMG Découvertes	7.68%
ELEVA Leaders Small & Mid Cap Europe	6.36%
Sycomore Europe Eco Solutions	6.09%
Sycomore Europe Happy @ Work	5.42%
Mandarine Unique	5.00%
Fidelity Europe	4.59%
ADS Venn Collective Alpha Europe	4.57%
Mirova Europe Environmental Equity	3.87%
Dorval Drivers Europe	3.56%
Echiquier Agenor SRI Mid Cap Europe	2.14%
LFR Euro Développement Durable ISR	0.01%
Norden SRI	-0.31%
Amplegest Pricing Power	-0.98%
VEGA France Opportunités ISR	-1.69%
Tocqueville Croissance Euro ISR	-1.72%
CPR Croissance Dynamique	-1.89%
Eiffel Nova Europe ISR	-2.19%
VEGA Europe Convictions ISR	-3.49%
DNCA Invest SRI Norden Europe	-3.75%
Echiquier Major SRI Growth Europe	-8.53%
ADS Venn Collective Alpha US	-8.60%

ARTICLE 9 Perf. YTD

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Dorval European Climate Initiative	10.49%
R-co 4Change Net Zero Equity Euro	10.20%
BDL Transitions Megatrends	7.91%
EdR SICAV Euro Sustainable Equity	6.45%
Palatine Europe Sustainable Employment	5.40%
La Française Credit Innovation	3.13%
Equilibre Ecologique	2.98%
DNCA Invest Beyond Semperosa	-1.06%
Triodos Future Generations	-1.12%
Triodos Impact Mixed	-1.48%
Echiquier Positive Impact Europe	-2.35%
Triodos Global Equities Impact	-4.65%
Aesculape SRI	-7.70%

OBLIGATIONS Perf. YTD

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H2O Multibonds	19.57%
Carmignac Portfolio Credit	5.00%
IVO Global High Yield	4.94%
Axiom Obligataire	4.68%
Axiom Emerging Markets Corporate Bonds	4.60%
Income Euro Sélection	4.54%
Omnibond	4.02%
IVO EM Corporate Debt UCITS	3.77%
Tikehau European High Yield	3.71%
IVO EM Corporate Debt Short Duration SRI	3.62%
Jupiter Dynamic Bond	3.48%
DNCA Invest Credit Conviction	3.40%
Axiom Short Duration Bond	3.31%
Schelcher Global Yield 2028	3.28%
La Française Credit Innovation	3.13%
Ofi Invest Alpha Yield	3.11%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.06%
Ostrum SRI Crossover	3.06%
SLF (LUX) Bond High Yield Opportunity 2026	3.01%
Ofi Invest High Yield 2029	2.97%
R-co Conviction Credit Euro	2.96%
Tikehau 2029	2.88%
La Française Rendement Global 2028	2.73%
Mandarine Credit Opportunities	2.70%
Alken Fund Income Opportunities	2.68%
Tikehau 2027	2.65%
Pluvalca Credit Opportunities 2028	2.61%
Auris Euro Rendement	2.54%
Tailor Crédit Rendement Cible	2.49%
Tailor Credit 2028	2.44%
Lazard Credit Opportunities	2.25%
Auris Investment Grade	2.21%
FTGF Brandywine Global Income Optimiser Fund	2.16%
Eiffel Rendement 2028	2.12%
M All Weather Bonds	2.00%
Groupama Alpha Fixed Income Plus	1.99%
Richelieu Euro Credit Unconstrained	1.80%
EdR Fund Bond Allocation	1.43%
Sanso Short Duration	1.05%
Epsilon Euro Bond	0.81%
LO Funds - Short-Term Money Market CHF	0.37%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.83%
AXA IM FIIS US Short Duration High Yield	-7.03%
Amundi Cash USD	-8.11%