CAC 40 Perf Jour Perf Ytd
8154.11 +0.52% +10.51%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 127.56%
Jupiter Financial Innovation 35.25%
Piquemal Houghton Global Equities 25.31%
Digital Stars Europe 23.38%
Aperture European Innovation 23.12%
Candriam Equities L Oncology 22.29%
Candriam Equities L Robotics & Innovative Technology 19.62%
GemEquity 19.11%
Carmignac Investissement Grand Prix de la Finance 17.71%
Sienna Actions Bas Carbone 17.50%
Auris Gravity US Equity Fund 16.90%
HMG Globetrotter 14.03%
Sycomore Sustainable Tech 12.43%
R-co Thematic Blockchain Global Equity 12.27%
Echiquier Artificial Intelligence Grand Prix de la Finance 12.23%
Athymis Industrie 4.0 11.74%
Groupama Global Disruption 11.47%
Square Megatrends Champions 11.09%
Groupama Global Active Equity 10.82%
Fidelity Global Technology 9.72%
Pictet - Clean Energy Transition Grand Prix de la Finance 9.43%
BNP Paribas Funds Disruptive Technology 9.12%
GIS Sycomore Ageing Population 7.91%
Sienna Actions Internationales 7.65%
Eurizon Fund Equity Innovation 7.34%
AXA Aedificandi 7.19%
FTGF ClearBridge Infrastructure Value 6.79%
EdRS Global Resilience 6.66%
Russell Inv. World Equity Fund 6.05%
Franklin Technology Fund 5.96%
EdR Fund Big Data Grand Prix de la Finance 5.49%
R-co Thematic Real Estate 5.42%
Thematics AI and Robotics 4.63%
ODDO BHF Artificial Intelligence 4.55%
Pictet - Digital 4.52%
Palatine Amérique 4.30%
Claresco USA 4.01%
JPMorgan Funds - US Technology 3.89%
Covéa Ruptures 3.73%
Echiquier World Equity Growth Grand Prix de la Finance 3.68%
CPR Invest Climate Action 3.66%
Sanso Smart Climate Grand Prix de la Finance 3.41%
JPMorgan Funds - Global Dividend 3.31%
DNCA Invest Beyond Semperosa 3.28%
Mandarine Global Transition 2.90%
Janus Henderson Horizon Global Sustainable Equity Fund 2.49%
M&G (Lux) Global Dividend Fund 2.45%
Mirova Global Sustainable Equity 1.33%
BNP Paribas US Small Cap 1.28%
Covéa Actions Monde 1.21%
EdR Fund Healthcare 0.71%
Loomis Sayles U.S. Growth Equity 0.66%
Ofi Invest Grandes Marques 0.36%
Thematics Water -0.12%
BNP Paribas Aqua Grand Prix de la Finance -0.17%
Comgest Monde Grand Prix de la Finance -0.21%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.23%
FTGF Royce US Small Cap Opportunity Fund -0.76%
Echiquier Global Tech -0.79%
AXA WF Robotech -1.47%
MS INVF Global Opportunity -1.76%
CPR Global Disruptive Opportunities -2.53%
JPMorgan Funds - America Equity -2.64%
Pictet - Water Grand Prix de la Finance -4.13%
ODDO BHF Global Equity Stars -4.68%
Athymis Millennial -4.81%
Franklin U.S. Opportunities Fund -5.02%
Thematics Meta -5.35%
Pictet - Security -7.48%
MS INVF Global Brands -12.12%
Franklin India Fund -15.83%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Le graphique de la semaine : Donne-moi ton âge... et je te donnerai ton patrimoine !



Jean-François Bay

Directeur - BoursoFirst

Selon la dernière étude Insee, en 2024 :

▶️ 50% des ménages disposent d’un patrimoine brut >à 205 000 euros

▶️ 10 % des ménages disposent d’un patrimoine brut >à 858 000 euros

▶️ Le patrimoine des 10 % des ménages les plus riches (+ de 858 000 euros de patrimoine brut) est plus diversifié, avec plus de patrimoine professionnel et financier

▶️ Le patrimoine brut moyen augmente jusqu’à atteindre son maximum vers 60 ans puis se stabilise avant de diminuer à partir de 75 ans. Ce décalage dans le temps augmente de plus en plus, en 2015 la baisse s'observait à partir de 70 ans

▶️ Les ménages dont la personne de référence a entre 50 et 79 ans détiennent 61 % de la masse totale de patrimoine alors qu’ils ne représentent que 50 % des ménages

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 63.03%
Alken Fund Small Cap Europe 56.38%
Indépendance Europe Small Grand Prix de la Finance 46.23%
Tocqueville Value Euro ISR 31.94%
Tailor Actions Avenir ISR 31.02%
JPMorgan Euroland Dynamic 28.80%
Groupama Opportunities Europe 26.95%
Moneta Multi Caps Grand Prix de la Finance 25.43%
BDL Convictions Grand Prix de la Finance 23.20%
Uzès WWW Perf 23.01%
IDE Dynamic Euro 22.18%
Indépendance France Small & Mid Grand Prix de la Finance 20.91%
R-co 4Change Net Zero Equity Euro 19.05%
Tocqueville Euro Equity ISR 19.04%
VALBOA Engagement ISR 18.79%
Mandarine Premium Europe 18.59%
Ecofi Smart Transition 18.39%
Quadrige France Smallcaps 17.25%
Lazard Small Caps Euro 16.68%
DNCA Invest Archer Mid-Cap Europe 15.93%
Sycomore Sélection Responsable 14.97%
Tikehau European Sovereignty 13.72%
EdR SICAV Tricolore Convictions 13.63%
Covéa Perspectives Entreprises 13.58%
Sycomore Europe Happy @ Work 13.10%
Europe Income Family 12.96%
Mandarine Europe Microcap 12.01%
ADS Venn Collective Alpha Europe 11.91%
Groupama Avenir PME Europe 11.74%
Mirova Europe Environmental Equity 10.62%
Fidelity Europe 10.55%
Norden SRI 10.23%
HMG Découvertes 9.57%
Gay-Lussac Microcaps Europe 9.22%
Mandarine Unique 7.28%
Dorval Drivers Europe 6.07%
ELEVA Leaders Small & Mid Cap Europe 5.70%
Tocqueville Croissance Euro ISR 5.57%
CPR Croissance Dynamique 5.29%
VEGA Europe Convictions ISR 4.46%
VEGA France Opportunités ISR 3.70%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.82%
LFR Euro Développement Durable ISR 2.58%
Amplegest Pricing Power Grand Prix de la Finance -0.16%
Eiffel Nova Europe ISR -4.54%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.82%
ADS Venn Collective Alpha US -6.00%
DNCA Invest SRI Norden Europe -6.37%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 26.40%
Axiom Emerging Markets Corporate Bonds 7.81%
IVO EM Corporate Debt UCITS 6.68%
Carmignac Portfolio Credit 6.60%
IVO Global High Yield 6.45%
LO Fallen Angels 6.11%
FTGF Brandywine Global Income Optimiser Fund 6.02%
Lazard Credit Opportunities 5.95%
Axiom Obligataire Grand Prix de la Finance 5.91%
Lazard Credit Fi SRI 5.86%
IVO EM Corporate Debt Short Duration SRI 5.82%
Omnibond 5.73%
Income Euro Sélection 5.46%
EdR SICAV Financial Bonds 5.23%
Schelcher Global Yield 2028 5.00%
Jupiter Dynamic Bond 4.72%
La Française Credit Innovation 4.70%
Tikehau European High Yield 4.56%
Axiom Short Duration Bond 4.56%
DNCA Invest Credit Conviction 4.43%
Ofi Invest High Yield 2029 4.34%
EdR SICAV Short Duration Credit 4.28%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 4.23%
Ostrum SRI Crossover 4.06%
Alken Fund Income Opportunities 4.00%
Pluvalca Credit Opportunities 2028 3.94%
La Française Rendement Global 2028 3.87%
SLF (F) Opportunité High Yield 2028 3.84%
Tikehau 2027 3.81%
Auris Investment Grade 3.81%
Hugau Obli 1-3 3.70%
R-co Conviction Credit Euro 3.69%
EdR SICAV Millesima 2030 3.60%
Hugau Obli 3-5 3.55%
Tikehau 2029 3.48%
Eiffel Rendement 2028 3.43%
Ofi Invest Alpha Yield 3.40%
Tailor Credit 2028 3.23%
Auris Euro Rendement 2.99%
Tailor Crédit Rendement Cible 2.96%
EdR Fund Bond Allocation 2.94%
M All Weather Bonds 2.73%
Mandarine Credit Opportunities 2.20%
Sanso Short Duration 1.88%
LO Funds - Short-Term Money Market CHF 0.86%
Epsilon Euro Bond 0.44%
AXA IM FIIS US Short Duration High Yield -6.27%
Amundi Cash USD -8.15%
Goldman Sachs Yen Liquid Reserves Fund Institutional -11.18%