CAC 40	Perf Jour	Perf Ytd
8074.61	-0.28%	+9.4%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	22.90%
Ginjer Actifs 360	22.35%
Moneta Long Short	21.40%
GF Ambition Solidaire	19.50%
Clartan Valeurs	18.62%
BDL Rempart	17.07%
R-co Valor	15.77%
Claresco Allocation Flexible	14.28%
AXA WF Global Optimal Income	13.12%
M&G (Lux) Dynamic Allocation Fund	12.23%
Carmignac Patrimoine	11.10%
Dorval Convictions	10.31%
R-co Valor Balanced	10.24%
First Eagle Amundi International Fund	9.89%
ELEVA Global Multi Opportunities	9.65%
Russell Inv. MAGS	8.96%
ELEVA AR - Dynamic	8.91%
Sienna Diversifié Flexible Monde	8.89%
Ruffer Total Return International	8.72%
GIS Global Multi Asset Income	8.62%
Ofi Invest ESG MultiTrack	8.61%
VEGA Patrimoine ISR	8.55%
Mandarine Solution	7.93%
Auris Diversified Beta	7.92%
BNY Mellon Global Real Return Fund (EUR)	7.89%
Eurose	7.26%
Nova Dynamique	7.18%
Dorval Global Allocation	6.80%
Elkano Global Fund	6.72%
Exane Ceres	6.62%
Sycomore Next Generation	4.56%
Tikehau International Cross Assets	4.42%
DNCA Invest Evolutif	4.34%
VALBOA Exclusif	4.23%
Echiquier ARTY SRI	3.85%
Trusteam Optimum	3.29%
Tailor Allocation Defensive	3.05%
Monocle Fund	2.77%
VEGA Euro Rendement ISR	2.71%
IDE Dynamic World Flexible	2.38%
ACATIS Value Event	1.36%
ODDO BHF Polaris Balanced	-0.60%
Mansartis Investissements ISR	-2.49%
Gay-Lussac Europe Flex	-2.85%

ACTIONS Perf. YTD

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CM-AM Global Gold	111.75%
Jupiter Financial Innovation	27.14%
Piquemal Houghton Global Equities	23.56%
Candriam Equities L Oncology	21.60%
Aperture European Innovation	20.39%
GemEquity	18.61%
Digital Stars Europe	18.52%
R-co Thematic Blockchain Global Equity	17.00%
Candriam Equities L Robotics & Innovative Technology	16.77%
Auris Gravity US Equity Fund	15.53%
Carmignac Investissement	15.08%
Sienna Actions Bas Carbone	14.74%
Echiquier Artificial Intelligence	13.51%
HMG Globetrotter	12.66%
Groupama Global Disruption	12.07%
Pictet - Clean Energy Transition	11.11%
Sycomore Sustainable Tech	10.22%
Groupama Global Active Equity	10.08%
AXA Aedificandi	9.01%
Square Megatrends Champions	8.96%
Athymis Industrie 4.0	8.74%
FTGF ClearBridge Infrastructure Value	8.70%
BNP Paribas Funds Disruptive Technology	8.07%
Fidelity Global Technology	8.05%
Eurizon Fund Equity Innovation	7.47%
R-co Thematic Real Estate	7.29%
Sienna Actions Internationales	6.74%
EdRS Global Resilience	6.44%
GIS Sycomore Ageing Population	6.36%
Franklin Technology Fund	5.91%
EdR Fund Big Data	5.22%
Russell Inv. World Equity Fund	4.80%
JPMorgan Funds - US Technology	4.52%
Palatine Amérique	4.41%
Pictet - Digital	4.41%
ODDO BHF Artificial Intelligence	4.18%
JPMorgan Funds - Global Dividend	3.93%
Thematics AI and Robotics	3.78%
Echiquier World Equity Growth	3.48%
Covéa Ruptures	3.26%
DNCA Invest Beyond Semperosa	3.11%
Mandarine Global Transition	2.86%
Claresco USA	2.81%
Sanso Smart Climate	2.71%
CPR Invest Climate Action	2.22%
Janus Henderson Horizon Global Sustainable Equity Fund	2.04%
EdR Fund Healthcare	1.16%
M&G (Lux) Global Dividend Fund	0.99%
Thematics Water	0.73%
Mirova Global Sustainable Equity	0.66%
Covéa Actions Monde	0.50%
BNP Paribas Aqua	0.32%
M&G (Lux) Global Listed Infrastructure Fund	0.16%
Echiquier Global Tech	0.08%
Comgest Monde	-0.06%
Ofi Invest Grandes Marques	-0.27%
BNP Paribas US Small Cap	-1.01%
Loomis Sayles U.S. Growth Equity	-1.22%
JPMorgan Funds - America Equity	-1.39%
MS INVF Global Opportunity	-2.56%
AXA WF Robotech	-2.65%
Pictet - Water	-2.66%
FTGF Royce US Small Cap Opportunity Fund	-2.97%
CPR Global Disruptive Opportunities	-3.06%
Athymis Millennial	-4.36%
ODDO BHF Global Equity Stars	-4.52%
Franklin U.S. Opportunities Fund	-4.71%
Thematics Meta	-5.10%
Pictet - Security	-6.39%
MS INVF Global Brands	-11.82%
Franklin India Fund	-14.05%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Jupiter Merian Global Equity Absolute Return	11.14%
Pictet TR - Atlas Titan	10.31%
H2O Adagio	8.60%
RAM European Market Neutral Equities	7.92%
Syquant Capital - Helium Selection	6.93%
Sienna Performance Absolue Défensif	6.50%
Fidelity Absolute Return Global Equity Fund	6.35%
M&G (Lux) Episode Macro Fund	5.94%
Pictet TR - Atlas	5.59%
Exane Pleiade	5.03%
DNCA Invest Alpha Bonds	4.84%
BNP Paribas Global Absolute Return Bond	4.75%
Cigogne UCITS Credit Opportunities	4.46%
AXA WF Euro Credit Total Return	3.80%
Candriam Absolute Return Equity Market Neutral	2.37%
Candriam Bonds Credit Alpha	2.22%

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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Axiom European Banks Equity	55.41%
Alken Fund Small Cap Europe	51.35%
Indépendance Europe Small	41.15%
Tailor Actions Avenir ISR	30.07%
Tocqueville Value Euro ISR	28.36%
JPMorgan Euroland Dynamic	26.03%
Moneta Multi Caps	22.98%
Groupama Opportunities Europe	22.97%
BDL Convictions	22.51%
Uzès WWW Perf	21.49%
IDE Dynamic Euro	19.26%
Indépendance France Small & Mid	18.46%
Tocqueville Euro Equity ISR	16.93%
Quadrige France Smallcaps	16.56%
Ecofi Smart Transition	16.50%
R-co 4Change Net Zero Equity Euro	16.42%
VALBOA Engagement ISR	16.19%
DNCA Invest Archer Mid-Cap Europe	14.90%
Mandarine Premium Europe	14.34%
Tikehau European Sovereignty	13.95%
Lazard Small Caps Euro	13.57%
Sycomore Sélection Responsable	13.35%
Covéa Perspectives Entreprises	12.47%
EdR SICAV Tricolore Convictions	12.21%
Sycomore Europe Happy @ Work	11.62%
Groupama Avenir PME Europe	10.71%
Europe Income Family	10.48%
Mandarine Europe Microcap	9.98%
Fidelity Europe	9.62%
ADS Venn Collective Alpha Europe	8.63%
Gay-Lussac Microcaps Europe	8.41%
HMG Découvertes	8.13%
Mirova Europe Environmental Equity	8.10%
Norden SRI	6.14%
Mandarine Unique	5.81%
CPR Croissance Dynamique	4.73%
ELEVA Leaders Small & Mid Cap Europe	4.70%
Dorval Drivers Europe	4.50%
VEGA France Opportunités ISR	4.47%
Tocqueville Croissance Euro ISR	4.33%
VEGA Europe Convictions ISR	3.46%
LFR Euro Développement Durable ISR	2.44%
Echiquier Agenor SRI Mid Cap Europe	0.98%
Amplegest Pricing Power	-0.03%
Eiffel Nova Europe ISR	-4.89%
Echiquier Major SRI Growth Europe	-5.86%
ADS Venn Collective Alpha US	-7.27%
DNCA Invest SRI Norden Europe	-7.59%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	16.42%
Dorval European Climate Initiative	12.70%
EdR SICAV Euro Sustainable Equity	12.12%
BDL Transitions Megatrends	11.71%
Palatine Europe Sustainable Employment	9.29%
Aesculape SRI	5.77%
La Française Credit Innovation	4.64%
DNCA Invest Beyond Semperosa	3.11%
Triodos Impact Mixed	0.64%
Triodos Global Equities Impact	-0.51%
Triodos Future Generations	-0.84%
Echiquier Positive Impact Europe	-3.30%

OBLIGATIONS Perf. YTD

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H2O Multibonds	29.53%
Axiom Emerging Markets Corporate Bonds	7.21%
IVO Global High Yield	6.57%
Carmignac Portfolio Credit	6.27%
IVO EM Corporate Debt UCITS	6.14%
Axiom Obligataire	5.94%
LO Fallen Angels	5.93%
Lazard Credit Opportunities	5.74%
Lazard Credit Fi SRI	5.48%
IVO EM Corporate Debt Short Duration SRI	5.32%
Omnibond	5.29%
FTGF Brandywine Global Income Optimiser Fund	5.25%
Income Euro Sélection	5.15%
Jupiter Dynamic Bond	5.08%
EdR SICAV Financial Bonds	4.97%
La Française Credit Innovation	4.64%
Axiom Short Duration Bond	4.47%
Schelcher Global Yield 2028	4.41%
DNCA Invest Credit Conviction	4.40%
Tikehau European High Yield	4.20%
Ofi Invest High Yield 2029	4.04%
EdR SICAV Short Duration Credit	4.00%
Ostrum SRI Crossover	3.91%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.86%
Auris Investment Grade	3.76%
R-co Conviction Credit Euro	3.75%
Alken Fund Income Opportunities	3.73%
Hugau Obli 1-3	3.65%
La Française Rendement Global 2028	3.59%
Pluvalca Credit Opportunities 2028	3.55%
Hugau Obli 3-5	3.52%
Ofi Invest Alpha Yield	3.46%
Tikehau 2027	3.44%
Tikehau 2029	3.43%
EdR SICAV Millesima 2030	3.34%
SLF (F) Opportunité High Yield 2028	3.33%
Tailor Crédit Rendement Cible	3.09%
M All Weather Bonds	3.06%
Tailor Credit 2028	2.93%
Eiffel Rendement 2028	2.93%
Auris Euro Rendement	2.91%
EdR Fund Bond Allocation	2.76%
Mandarine Credit Opportunities	2.22%
Sanso Short Duration	1.56%
Epsilon Euro Bond	1.40%
LO Funds - Short-Term Money Market CHF	0.44%
AXA IM FIIS US Short Duration High Yield	-5.80%
Amundi Cash USD	-7.34%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.94%