CAC 40	Perf Jour	Perf Ytd
7656.12	-0.36%	+3.73%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	18.55%
H2O Moderato	16.32%
BDL Rempart	15.56%
Ginjer Actifs 360	12.13%
Moneta Long Short	10.96%
Exane Ceres	8.23%
Clartan Valeurs	7.77%
Claresco Allocation Flexible	7.58%
Dorval Convictions	7.23%
Ruffer Total Return International	6.32%
Carmignac Patrimoine	5.95%
Eurose	5.91%
VEGA Patrimoine ISR	5.38%
M&G (Lux) Dynamic Allocation Fund	4.56%
Auris Diversified Beta	4.49%
Sienna Diversifié Flexible Monde	3.71%
ELEVA AR - Dynamic	3.52%
Echiquier ARTY SRI	2.84%
Gay-Lussac Europe Flex	2.72%
Ofi Invest ESG MultiTrack	2.37%
Dorval Global Allocation	2.21%
VALBOA Exclusif	2.18%
Sycomore Next Generation	1.98%
BNY Mellon Global Real Return Fund (EUR)	1.92%
Trusteam Optimum	1.88%
ELEVA Global Multi Opportunities	1.86%
Tikehau International Cross Assets	1.85%
AXA WF Global Optimal Income	1.79%
Tailor Allocation Defensive	1.55%
Monocle Fund	1.46%
VEGA Euro Rendement ISR	1.40%
R-co Valor Balanced	1.23%
Elkano Global Fund	1.21%
Russell Inv. MAGS	1.07%
Mandarine Solution	1.04%
R-co Valor	0.66%
DNCA Invest Evolutif	0.35%
GIS Global Multi Asset Income	-0.29%
Lazard Patrimoine SRI	-0.34%
ACATIS Value Event	-0.45%
First Eagle Amundi International Fund	-1.10%
Echiquier Allocation Flexible	-1.92%
ODDO BHF Polaris Balanced	-2.65%
IDE Dynamic World Flexible	-3.51%
Mansartis Investissements ISR	-3.95%
Nova Dynamique	-4.26%

ACTIONS Perf. YTD

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CM-AM Global Gold	42.57%
Aperture European Innovation	12.94%
Digital Stars Europe	12.30%
Jupiter Financial Innovation	10.27%
Sienna Actions Bas Carbone	9.39%
AXA Aedificandi	8.50%
R-co Thematic Real Estate	8.48%
Piquemal Houghton Global Equities	7.51%
Auris Gravity US Equity Fund	3.63%
Athymis Industrie 4.0	3.54%
Candriam Equities L Robotics & Innovative Technology	3.43%
GIS SRI Ageing Population	3.28%
FTGF ClearBridge Infrastructure Value	2.71%
DNCA Invest Beyond Semperosa	2.34%
Carmignac Investissement	1.35%
HMG Globetrotter	1.30%
Echiquier Artificial Intelligence	0.05%
MS INVF Global Opportunity	0.04%
Janus Henderson Horizon Global Sustainable Equity Fund	0.00%
Pictet - Digital	-0.60%
Sycomore Sustainable Tech	-1.04%
Mandarine Global Transition	-1.21%
Square Megatrends Champions	-1.24%
M&G (Lux) Global Listed Infrastructure Fund	-1.52%
EdR Fund Big Data	-1.64%
BNP Paribas Aqua	-1.86%
R-co Thematic Blockchain Global Equity	-2.24%
JPMorgan Funds - Global Dividend	-2.35%
Fidelity Global Technology	-2.37%
VIA Smart Equity World	-2.80%
Pictet - Security	-3.56%
CPR Invest Climate Action	-3.67%
Candriam Equities L Oncology	-3.68%
Thematics Water	-3.92%
Pictet - Water	-4.18%
Sienna Actions Internationales	-4.38%
Comgest Monde	-4.54%
M&G (Lux) Global Dividend Fund	-4.66%
Echiquier World Equity Growth	-4.75%
Groupama Global Active Equity	-4.77%
Mirova Global Sustainable Equity	-4.93%
Sanso Smart Climate	-5.27%
Russell Inv. World Equity Fund	-5.79%
MS INVF Global Brands	-6.06%
ODDO BHF Artificial Intelligence	-6.21%
Thematics Meta	-6.25%
Tocqueville Global Tech ISR	-6.31%
JPMorgan Funds - US Technology	-6.33%
Covéa Ruptures	-6.35%
Pictet - Clean Energy Transition	-6.39%
Franklin Technology Fund	-6.75%
Groupama Global Disruption	-7.04%
Thematics AI and Robotics	-7.13%
JPMorgan Funds - Global Select Equity	-7.14%
ODDO BHF Global Equity Stars	-7.30%
Covéa Actions Monde	-7.43%
Eurizon Fund Equity Innovation	-7.48%
Ofi Invest Grandes Marques	-7.59%
EdR Fund US Value	-8.16%
Loomis Sayles U.S. Growth Equity	-8.23%
Franklin U.S. Opportunities Fund	-9.09%
BNP Paribas Funds Disruptive Technology	-9.18%
JPMorgan Funds - America Equity	-9.98%
Athymis Millennial	-10.12%
CPR Global Disruptive Opportunities	-10.57%
Franklin India Fund	-10.99%
EdR Fund Healthcare	-11.81%
Claresco USA	-12.42%
BNP Paribas US Small Cap	-12.67%
AXA WF Robotech	-12.84%
FTGF Royce US Small Cap Opportunity Fund	-15.10%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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RAM European Market Neutral Equities	7.67%
Jupiter Merian Global Equity Absolute Return	6.54%
H2O Adagio	6.25%
M&G (Lux) Episode Macro Fund	5.05%
Sienna Performance Absolue Défensif	4.92%
BNP Paribas Global Absolute Return Bond	4.84%
Pictet TR - Atlas Titan	3.92%
Syquant Capital - Helium Selection	3.52%
Cigogne UCITS Credit Opportunities	2.94%
DNCA Invest Alpha Bonds	2.85%
Fidelity Absolute Return Global Equity Fund	2.79%
Exane Pleiade	2.55%
AXA WF Euro Credit Total Return	2.49%
Pictet TR - Atlas	2.35%
Candriam Bonds Credit Alpha	1.54%
Candriam Absolute Return Equity Market Neutral	1.03%

Le graphique de la semaine : ELEVA souligne les niveaux extrêmes de valorisation relative sur les SMID

PETITES & MOYENNES VALEURS : C’EST L’HEURE

« Les quatre dernières années ont été marquées par une forte sous performance des Small et Mid Caps (SMID) par rapport aux Large Caps européennes.

A tel point que, selon nous, nous sommes aujourd’hui face à des niveaux extrêmes de valorisation relative : la décote est plus élevée que lors des précédentes phases de crise et semble donc intégrer des scénarii trop pessimistes.»

Diane BRUNO, Quentin HOAREAU & Ingrid PFYFFER-EDELFELT

Gérants chez ELEVA Capital

Pour en savoir plus CLIQUEZ ICI

Publié le vendredi 6 juin 2025

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ACTIONS PEA Perf. YTD

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Alken Fund Small Cap Europe	39.01%
Axiom European Banks Equity	33.68%
Indépendance Europe Small	28.89%
Tailor Actions Avenir ISR	23.53%
VALBOA Engagement ISR	19.88%
Indépendance France Small & Mid	18.21%
Quadrige France Smallcaps	16.80%
BDL Convictions	16.53%
Groupama Opportunities Europe	16.48%
Covéa Perspectives Entreprises	15.37%
Uzès WWW Perf	15.09%
Moneta Multi Caps	14.09%
DNCA Invest Archer Mid-Cap Europe	14.03%
Richelieu Family	12.10%
Europe Income Family	11.70%
Mandarine Premium Europe	11.07%
R-co 4Change Net Zero Equity Euro	10.86%
EdR SICAV Tricolore Convictions	10.12%
Tocqueville Euro Equity ISR	10.05%
Ecofi Smart Transition	9.22%
Mandarine Europe Microcap	9.10%
Gay-Lussac Microcaps Europe	8.08%
Sycomore Europe Happy @ Work	7.51%
HMG Découvertes	7.32%
Fidelity Europe	7.03%
Lazard Small Caps France	6.69%
Palatine Europe Sustainable Employment	6.28%
Mandarine Unique	6.25%
Dorval Drivers Europe	6.25%
ELEVA Leaders Small & Mid Cap Europe	6.20%
Norden SRI	6.13%
Mirova Europe Environmental Equity	5.91%
ADS Venn Collective Alpha Europe	5.65%
Sycomore Europe Eco Solutions	5.24%
LFR Euro Développement Durable ISR	3.75%
Echiquier Positive Impact Europe	1.08%
VEGA France Opportunités ISR	1.07%
Amplegest Pricing Power	0.73%
Eiffel Nova Europe ISR	0.71%
Tocqueville Croissance Euro ISR	0.62%
DNCA Invest SRI Norden Europe	-0.25%
VEGA Europe Convictions ISR	-0.97%
Echiquier Major SRI Growth Europe	-3.61%
CPR Croissance Dynamique	-4.31%
ADS Venn Collective Alpha US	-11.87%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	12.04%
R-co 4Change Net Zero Equity Euro	10.86%
EdR SICAV Euro Sustainable Equity	7.70%
BDL Transitions Megatrends	2.92%
DNCA Invest Beyond Semperosa	2.34%
La Française Credit Innovation	2.33%
Triodos Future Generations	1.32%
Echiquier Positive Impact Europe	1.08%
Equilibre Ecologique	0.61%
Triodos Impact Mixed	-1.45%
Triodos Global Equities Impact	-4.29%
Aesculape SRI	-9.36%

OBLIGATIONS Perf. YTD

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H2O Multibonds	21.43%
IVO Global High Yield	3.71%
Income Euro Sélection	3.53%
Carmignac Portfolio Credit	3.50%
Axiom Obligataire	3.47%
Axiom Emerging Markets Corporate Bonds	3.36%
Omnibond	2.80%
Jupiter Dynamic Bond	2.58%
Axiom Short Duration Bond	2.57%
Tikehau European High Yield	2.49%
SLF (LUX) Bond High Yield Opportunity 2026	2.48%
DNCA Invest Credit Conviction	2.42%
IVO EM Corporate Debt Short Duration SRI	2.41%
Schelcher Global Yield 2028	2.40%
La Française Credit Innovation	2.33%
Ostrum SRI Crossover	2.28%
Ofi Invest Alpha Yield	2.28%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	2.10%
R-co Conviction Credit Euro	2.09%
Tikehau 2027	2.09%
Pluvalca Credit Opportunities 2028	2.05%
Ofi Invest High Yield 2029	2.04%
Tikehau 2029	1.99%
La Française Rendement Global 2028	1.92%
Auris Investment Grade	1.87%
Mandarine Credit Opportunities	1.86%
Tailor Crédit Rendement Cible	1.84%
IVO EM Corporate Debt UCITS	1.82%
Alken Fund Income Opportunities	1.79%
Tailor Credit 2028	1.66%
Auris Euro Rendement	1.63%
M All Weather Bonds	1.58%
Groupama Alpha Fixed Income Plus	1.51%
Eiffel Rendement 2028	1.43%
Epsilon Euro Bond	1.18%
FTGF Brandywine Global Income Optimiser Fund	1.17%
Richelieu Euro Credit Unconstrained	0.94%
Sanso Short Duration	0.77%
EdR Fund Bond Allocation	0.67%
Lazard Credit Opportunities	0.34%
LO Funds - Short-Term Money Market CHF	-0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-2.29%
AXA IM FIIS US Short Duration High Yield	-7.56%
Amundi Cash USD	-8.19%