CAC 40	Perf Jour	Perf Ytd
7950.18	-0.18%	+7.72%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	21.22%
H2O Moderato	20.70%
Ginjer Actifs 360	19.94%
Moneta Long Short	19.74%
Clartan Valeurs	16.59%
BDL Rempart	14.24%
R-co Valor	14.13%
Claresco Allocation Flexible	13.52%
AXA WF Global Optimal Income	13.07%
Carmignac Patrimoine	12.07%
M&G (Lux) Dynamic Allocation Fund	11.56%
ELEVA Global Multi Opportunities	11.38%
R-co Valor Balanced	9.47%
ELEVA AR - Dynamic	9.30%
Dorval Convictions	9.20%
Ruffer Total Return International	8.72%
Sienna Diversifié Flexible Monde	8.62%
VEGA Patrimoine ISR	8.29%
Russell Inv. MAGS	8.14%
First Eagle Amundi International Fund	7.99%
GIS Global Multi Asset Income	7.90%
Mandarine Solution	7.69%
Ofi Invest ESG MultiTrack	7.39%
Auris Diversified Beta	7.36%
Elkano Global Fund	7.08%
Eurose	7.06%
BNY Mellon Global Real Return Fund (EUR)	7.00%
Exane Ceres	6.76%
Dorval Global Allocation	6.32%
Nova Dynamique	5.50%
VALBOA Exclusif	4.77%
Sycomore Next Generation	4.47%
IDE Dynamic World Flexible	4.08%
Tikehau International Cross Assets	4.07%
Echiquier ARTY SRI	3.99%
DNCA Invest Evolutif	3.93%
Trusteam Optimum	3.19%
Tailor Allocation Defensive	2.89%
VEGA Euro Rendement ISR	2.77%
Monocle Fund	2.05%
ACATIS Value Event	0.75%
ODDO BHF Polaris Balanced	-0.55%
Mansartis Investissements ISR	-1.93%
Gay-Lussac Europe Flex	-3.78%

ACTIONS Perf. YTD

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CM-AM Global Gold	80.36%
R-co Thematic Blockchain Global Equity	25.22%
Jupiter Financial Innovation	25.02%
GemEquity	22.60%
Candriam Equities L Robotics & Innovative Technology	20.59%
Aperture European Innovation	19.62%
Echiquier Artificial Intelligence	19.50%
Piquemal Houghton Global Equities	18.48%
Digital Stars Europe	16.70%
Carmignac Investissement	16.65%
Sienna Actions Bas Carbone	13.99%
Auris Gravity US Equity Fund	13.55%
Sycomore Sustainable Tech	13.21%
Athymis Industrie 4.0	12.68%
HMG Globetrotter	12.14%
BNP Paribas Funds Disruptive Technology	10.46%
Square Megatrends Champions	9.88%
Candriam Equities L Oncology	9.42%
Groupama Global Active Equity	9.37%
Groupama Global Disruption	9.33%
AXA Aedificandi	8.78%
Pictet - Clean Energy Transition	8.56%
EdRS Global Resilience	8.49%
Franklin Technology Fund	7.44%
FTGF ClearBridge Infrastructure Value	7.34%
ODDO BHF Artificial Intelligence	7.32%
Fidelity Global Technology	7.26%
R-co Thematic Real Estate	6.97%
Eurizon Fund Equity Innovation	6.87%
Sienna Actions Internationales	5.75%
Thematics AI and Robotics	5.56%
JPMorgan Funds - US Technology	5.38%
Pictet - Digital	5.32%
GIS Sycomore Ageing Population	4.68%
Echiquier World Equity Growth	4.58%
Mandarine Global Transition	4.56%
Palatine Amérique	4.41%
EdR Fund Big Data	4.20%
Echiquier Global Tech	3.66%
Russell Inv. World Equity Fund	3.23%
CPR Invest Climate Action	2.97%
Janus Henderson Horizon Global Sustainable Equity Fund	2.90%
Sanso Smart Climate	2.53%
JPMorgan Funds - Global Dividend	2.36%
Covéa Ruptures	2.24%
DNCA Invest Beyond Semperosa	2.10%
Claresco USA	1.15%
Mirova Global Sustainable Equity	0.84%
Covéa Actions Monde	0.58%
BNP Paribas Aqua	0.34%
Comgest Monde	-0.15%
CPR Global Disruptive Opportunities	-0.25%
Thematics Water	-0.39%
M&G (Lux) Global Listed Infrastructure Fund	-0.40%
Loomis Sayles U.S. Growth Equity	-0.91%
Ofi Invest Grandes Marques	-1.25%
AXA WF Robotech	-2.10%
MS INVF Global Opportunity	-2.46%
Pictet - Water	-3.19%
M&G (Lux) Global Dividend Fund	-3.27%
JPMorgan Funds - America Equity	-3.49%
FTGF Royce US Small Cap Opportunity Fund	-3.74%
BNP Paribas US Small Cap	-4.16%
ODDO BHF Global Equity Stars	-4.58%
Franklin U.S. Opportunities Fund	-4.97%
Athymis Millennial	-5.24%
Thematics Meta	-5.29%
Pictet - Security	-5.42%
EdR Fund Healthcare	-5.56%
MS INVF Global Brands	-12.77%
Franklin India Fund	-13.55%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Pictet TR - Atlas Titan	11.76%
Jupiter Merian Global Equity Absolute Return	9.34%
H2O Adagio	8.17%
RAM European Market Neutral Equities	7.52%
Sienna Performance Absolue Défensif	6.86%
M&G (Lux) Episode Macro Fund	6.80%
Pictet TR - Atlas	6.27%
Syquant Capital - Helium Selection	6.19%
Fidelity Absolute Return Global Equity Fund	5.93%
BNP Paribas Global Absolute Return Bond	5.65%
DNCA Invest Alpha Bonds	4.94%
Cigogne UCITS Credit Opportunities	4.36%
Exane Pleiade	3.88%
AXA WF Euro Credit Total Return	3.79%
Candriam Bonds Credit Alpha	2.18%
Candriam Absolute Return Equity Market Neutral	0.25%

Le Top de la collecte en 2019 chez Generali Patrimoine...

Le Top de la collecte en 2019 chez Generali Patrimoine et le % dans la collecte globale :

GF Pierre (Generali) : 12,5%

Primonial Capimmo (Primonial) : 11,7%

H2O Multibonds SR (H2O AM) : 4,7%

H2O Adagio SR (H2O AM) : 3,9%

Tailor Epargne High Yield 1-2 (Tailor Capital) : 3,5%

H2O Moderato SR (H2O AM) : 2%

H2O Largo SR (H2O AM) : 2%

G Croissance 2014 (Generali) : 1,8%

Sextant Grand Large (Amiral Gestion) : 1,7%

Comgest Monde (Comgest) : 1,7%

Carmignac Sécurité (Carmignac) : 1,5%

SCPI Altixia Commerce (Altixia REIM) : 1,3%

DNCA Sérénité Plus (DNCA Finance) : 1,2%

SCPI Altixia Cadence XII (Altixia REIM) : 1,2%

M&G (Lux) Optimal Income (M&G investments) : 0,9%

Eurose (DNCA Finance) : 0,9%

Lazard Patrimoine (Lazard Frères Gestion) : 0,7%

Source : Generali - Cumul à fin décembre 2019

Publié le lundi 27 janvier 2020

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	51.62%
Alken Fund Small Cap Europe	48.74%
Indépendance Europe Small	37.75%
Tailor Actions Avenir ISR	29.72%
Tocqueville Value Euro ISR	25.69%
JPMorgan Euroland Dynamic	24.49%
Uzès WWW Perf	22.10%
Groupama Opportunities Europe	21.61%
Moneta Multi Caps	21.07%
IDE Dynamic Euro	19.91%
BDL Convictions	18.71%
Tocqueville Euro Equity ISR	16.52%
Quadrige France Smallcaps	16.32%
Indépendance France Small & Mid	16.04%
Ecofi Smart Transition	15.64%
R-co 4Change Net Zero Equity Euro	14.64%
DNCA Invest Archer Mid-Cap Europe	13.51%
VALBOA Engagement ISR	13.41%
Tikehau European Sovereignty	13.31%
Mandarine Premium Europe	12.40%
Sycomore Sélection Responsable	12.38%
Covéa Perspectives Entreprises	10.97%
EdR SICAV Tricolore Convictions	10.66%
Sycomore Europe Happy @ Work	10.46%
Lazard Small Caps Euro	9.65%
Europe Income Family	9.34%
Mandarine Europe Microcap	8.85%
Groupama Avenir PME Europe	8.41%
Fidelity Europe	8.22%
Mirova Europe Environmental Equity	7.34%
ADS Venn Collective Alpha Europe	7.28%
Gay-Lussac Microcaps Europe	7.08%
HMG Découvertes	4.99%
Tocqueville Croissance Euro ISR	4.64%
CPR Croissance Dynamique	4.44%
Norden SRI	4.33%
ELEVA Leaders Small & Mid Cap Europe	4.21%
Dorval Drivers Europe	4.01%
Mandarine Unique	3.87%
VEGA France Opportunités ISR	3.64%
LFR Euro Développement Durable ISR	3.25%
VEGA Europe Convictions ISR	2.83%
Echiquier Agenor SRI Mid Cap Europe	0.67%
Amplegest Pricing Power	0.33%
Echiquier Major SRI Growth Europe	-5.10%
Eiffel Nova Europe ISR	-7.12%
DNCA Invest SRI Norden Europe	-7.30%
ADS Venn Collective Alpha US	-7.50%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	14.64%
Dorval European Climate Initiative	12.07%
BDL Transitions Megatrends	10.84%
EdR SICAV Euro Sustainable Equity	10.17%
Palatine Europe Sustainable Employment	7.88%
La Française Credit Innovation	4.20%
DNCA Invest Beyond Semperosa	2.10%
Triodos Impact Mixed	1.07%
Triodos Global Equities Impact	0.07%
Aesculape SRI	-0.65%
Triodos Future Generations	-2.75%
Echiquier Positive Impact Europe	-3.10%

OBLIGATIONS Perf. YTD

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H2O Multibonds	28.87%
Axiom Emerging Markets Corporate Bonds	6.85%
IVO Global High Yield	6.36%
Carmignac Portfolio Credit	6.15%
Axiom Obligataire	6.08%
IVO EM Corporate Debt UCITS	6.07%
Lazard Credit Fi SRI	5.52%
LO Fallen Angels	5.37%
IVO EM Corporate Debt Short Duration SRI	5.26%
Income Euro Sélection	5.10%
Jupiter Dynamic Bond	5.08%
EdR SICAV Financial Bonds	4.97%
FTGF Brandywine Global Income Optimiser Fund	4.94%
Lazard Credit Opportunities	4.88%
Omnibond	4.65%
DNCA Invest Credit Conviction	4.59%
Axiom Short Duration Bond	4.48%
Schelcher Global Yield 2028	4.44%
La Française Credit Innovation	4.20%
Tikehau European High Yield	4.05%
EdR SICAV Short Duration Credit	3.94%
R-co Conviction Credit Euro	3.93%
Ofi Invest High Yield 2029	3.91%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.89%
Ostrum SRI Crossover	3.84%
Alken Fund Income Opportunities	3.77%
Ofi Invest Alpha Yield	3.65%
Hugau Obli 1-3	3.61%
Tikehau 2029	3.58%
Hugau Obli 3-5	3.51%
La Française Rendement Global 2028	3.40%
M All Weather Bonds	3.36%
Auris Investment Grade	3.33%
EdR SICAV Millesima 2030	3.25%
Tikehau 2027	3.20%
Pluvalca Credit Opportunities 2028	3.19%
SLF (F) Opportunité High Yield 2028	3.06%
Tailor Crédit Rendement Cible	3.06%
Auris Euro Rendement	2.98%
EdR Fund Bond Allocation	2.84%
Tailor Credit 2028	2.74%
Eiffel Rendement 2028	2.39%
Mandarine Credit Opportunities	2.19%
Sanso Short Duration	1.54%
Epsilon Euro Bond	1.46%
LO Funds - Short-Term Money Market CHF	0.66%
AXA IM FIIS US Short Duration High Yield	-5.87%
Amundi Cash USD	-7.12%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-8.06%