CAC 40 Perf Jour Perf Ytd
8273.84 +0.43% +1.53%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 13.53%
IAM Space 11.53%
Templeton Emerging Markets Fund 9.00%
Aperture European Innovation 8.53%
SKAGEN Kon-Tiki 7.59%
BNP Paribas Aqua Grand Prix de la Finance 7.26%
CPR Invest Global Gold Mines 7.25%
GemEquity 6.40%
Pictet - Clean Energy Transition 6.20%
Piquemal Houghton Global Equities 5.74%
M&G (Lux) European Strategic Value Fund 5.62%
Thematics Water 5.59%
Longchamp Dalton Japan Long Only 5.53%
FTGF ClearBridge Infrastructure Value Fund 5.39%
HMG Globetrotter 5.04%
M&G (Lux) Global Dividend Fund 4.78%
H2O Multiequities 4.34%
EdR SICAV Global Resilience 3.59%
BNP Paribas US Small Cap 3.49%
Mandarine Global Transition 3.48%
Athymis Industrie 4.0 3.01%
AXA Aedificandi 2.49%
Sienna Actions Bas Carbone 2.30%
Groupama Global Active Equity 2.16%
EdR Fund Healthcare 1.84%
GIS Sycomore Ageing Population 1.57%
DNCA Invest Sustain Semperosa 1.55%
JPMorgan Funds - Global Dividend 1.43%
Claresco USA 1.35%
R-co Thematic Real Estate Grand Prix de la Finance 1.34%
Groupama Global Disruption 0.32%
Palatine Amérique 0.25%
Candriam Equities L Oncology 0.03%
Auris Gravity US Equity Fund -0.14%
Sienna Actions Internationales -0.30%
FTGF Putnam US Research Fund -0.67%
Echiquier World Equity Growth -0.78%
Fidelity Global Technology -0.98%
JPMorgan Funds - America Equity -1.31%
Sycomore Sustainable Tech -1.61%
Carmignac Investissement Grand Prix de la Finance -1.62%
EdR Fund Big Data Grand Prix de la Finance -1.69%
Athymis Millennial -2.01%
Candriam Equities L Robotics & Innovative Technology -2.17%
Ofi Invest Grandes Marques -3.01%
Comgest Monde Grand Prix de la Finance -3.40%
Mirova Global Sustainable Equity -3.43%
BNP Paribas Funds Disruptive Technology -4.11%
Thematics Meta -4.31%
Square Megatrends Champions -5.00%
Echiquier Global Tech -5.17%
Pictet-Robotics -5.75%
Thematics AI and Robotics -6.50%
Franklin Technology Fund -6.71%
ODDO BHF Artificial Intelligence -6.90%
Loomis Sayles U.S. Growth Equity -7.24%
Echiquier Artificial Intelligence Grand Prix de la Finance -9.44%
Pictet - Digital -10.69%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -15.95%
PERFORMANCE ABSOLUE Perf. YTD
SRI

📊 Le tableau de bord de la gestion diversifiée

Commentaire EOS Allocations :

Difficile de tirer des conclusions définitives sur les mouvements arrêtés à fin mars, tant les marchés ont évolué de manière erratique depuis cette date.

On distingue toutefois deux approches marquées. Certains fonds ont réduit leur exposition dès les premiers signes de tension, mais avant le repli plus marqué des marchés. C’est le cas de DNCA Evolutif (-9 %), Tikehau International Cross Assets (-5,2 %) ou, dans une moindre mesure, Ginjer Actifs 360 (-2,7 %).

À l’inverse, R-Co Valor Balanced et surtout R-Co Valor (+2,9 %) ont profité de la correction pour renforcer leur exposition, un mouvement qui s’est d’ailleurs poursuivi début avril. Il faut noter que R-Co Valor partait d’un point bas, avec l’un des niveaux d’exposition les plus faibles observés depuis 15 ans.

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
BDL Convictions Grand Prix de la Finance 6.61%
Ginjer Detox European Equity 6.60%
Chahine Funds - Equity Continental Europe 4.89%
Mandarine Premium Europe 4.81%
Groupama Opportunities Europe 4.66%
Independance Europe Mid 4.25%
Axiom European Banks Equity 4.14%
VALBOA Engagement 3.74%
CPR Invest - European Strategic Autonomy 3.59%
Tikehau European Sovereignty 3.25%
Sycomore Europe Happy @ Work 3.12%
Moneta Multi Caps Grand Prix de la Finance 3.08%
INOCAP France Smallcaps 3.04%
Sycomore Sélection Responsable 3.02%
Fidelity Europe 3.01%
Indépendance France Small & Mid Grand Prix de la Finance 3.01%
Pluvalca Initiatives PME 2.98%
JPMorgan Euroland Dynamic 2.85%
Tocqueville Euro Equity ISR 2.70%
Mandarine Unique 2.53%
R-co 4Change Net Zero Equity Euro 2.47%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 2.45%
IDE Dynamic Euro 2.27%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.23%
Gay-Lussac Microcaps Europe 2.01%
Tocqueville Value Euro ISR 1.72%
Alken European Opportunities 1.56%
HMG Découvertes 1.42%
Mandarine Europe Microcap 1.33%
Tailor Actions Entrepreneurs 1.15%
Tocqueville Croissance Euro ISR 1.06%
Europe Income Family 1.00%
VEGA Europe Convictions ISR 1.00%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 0.96%
Maxima 0.88%
ODDO BHF Active Small Cap 0.76%
LFR Inclusion Responsable ISR 0.71%
Uzès WWW Perf 0.49%
Lazard Small Caps Euro 0.45%
VEGA France Opportunités ISR 0.42%
Amplegest Pricing Power Grand Prix de la Finance 0.40%
Tailor Actions Avenir ISR -1.50%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -1.59%
Dorval Drivers Europe -1.68%
Groupama Avenir PME Europe Grand Prix de la Finance -2.28%
DNCA Invest SRI Norden Europe -2.69%
Eiffel Nova Europe ISR -4.89%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 5.51%
Templeton Global Total Return Fund 2.44%
Jupiter Dynamic Bond 1.70%
LO Funds - Short-Term Money Market CHF 1.49%
IVO EM Corporate Debt Short Duration SRI 1.29%
M&G (Lux) Emerging Markets Bond Fund 1.28%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.26%
Axiom Emerging Markets Corporate Bonds 1.26%
Lazard Credit Opportunities 1.24%
IVO Global High Yield 1.15%
CPR Absolute Return Bond 1.12%
R-co Conviction Credit Euro Grand Prix de la Finance 0.98%
Omnibond 0.97%
Axiom Obligataire Grand Prix de la Finance 0.93%
EdR SICAV Financial Bonds 0.93%
Carmignac Portfolio Credit 0.91%
Lazard Credit Fi SRI 0.86%
Ostrum Euro High Income Fund 0.86%
Schelcher Optimal Income 0.86%
Lazard Euro Short Duration Income Opportunities SRI 0.84%
Hugau Obli 3-5 0.80%
LO Fallen Angels 0.70%
EdR Fund Bond Allocation 0.70%
Ofi Invest Alpha Yield 0.70%
Mandarine Credit Opportunities 0.68%
DNCA Invest Credit Conviction 0.66%
Tailor Crédit Rendement Cible 0.63%
Hugau Obli 1-3 0.61%
Ostrum SRI Crossover 0.58%
Auris Euro Rendement 0.56%
Tikehau European High Yield 0.55%
Tikehau 2031 0.54%
M International Convertible 2028 0.53%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.49%
Income Euro Sélection 0.48%
Sycoyield 2030 0.46%
Franklin Euro Short Duration Bond Fund 0.45%
Axiom Short Duration Bond 0.43%
EdR SICAV Millesima 2030 0.38%
EdR SICAV Short Duration Credit 0.38%
Eiffel Rendement 2028 0.36%
SLF (F) Opportunité High Yield 2028 0.32%
La Française Credit Innovation 0.20%
Amundi Cash USD -0.25%