CAC 40 Perf Jour Perf Ytd
7734.84 +0.78% +4.8%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 65.42%
Jupiter Financial Innovation 22.62%
Piquemal Houghton Global Equities 15.02%
Digital Stars Europe 13.83%
Aperture European Innovation 13.68%
Auris Gravity US Equity Fund 13.27%
Tikehau European Sovereignty 11.92%
AXA Aedificandi 9.56%
Sienna Actions Bas Carbone 9.16%
R-co Thematic Real Estate 8.55%
Candriam Equities L Robotics & Innovative Technology 8.27%
R-co Thematic Blockchain Global Equity 7.86%
Carmignac Investissement Grand Prix de la Finance 7.53%
Athymis Industrie 4.0 6.91%
HMG Globetrotter 5.64%
Echiquier Artificial Intelligence Grand Prix de la Finance 5.15%
Square Megatrends Champions 4.04%
VIA Smart Equity World 3.78%
Sycomore Sustainable Tech 3.30%
GIS Sycomore Ageing Population 2.79%
Candriam Equities L Oncology 2.40%
Pictet - Digital 2.33%
Groupama Global Disruption 2.28%
Groupama Global Active Equity 2.16%
Janus Henderson Horizon Global Sustainable Equity Fund 1.73%
EdR Fund Big Data Grand Prix de la Finance 1.71%
FTGF ClearBridge Infrastructure Value 1.54%
Franklin Technology Fund 1.44%
Fidelity Global Technology 1.25%
BNP Paribas Aqua Grand Prix de la Finance 1.20%
Sienna Actions Internationales 0.94%
JPMorgan Funds - Global Dividend 0.39%
Palatine Amérique 0.39%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.39%
MS INVF Global Opportunity 0.01%
ODDO BHF Artificial Intelligence -0.08%
BNP Paribas Funds Disruptive Technology -0.11%
Mandarine Global Transition -0.11%
DNCA Invest Beyond Semperosa -0.32%
Covéa Ruptures -0.36%
Thematics Water -0.40%
JPMorgan Funds - US Technology -0.56%
Russell Inv. World Equity Fund -0.59%
Pictet - Water Grand Prix de la Finance -0.66%
Thematics AI and Robotics -0.79%
Sanso Smart Climate Grand Prix de la Finance -1.23%
Eurizon Fund Equity Innovation -1.25%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.43%
Echiquier World Equity Growth Grand Prix de la Finance -1.50%
CPR Invest Climate Action -1.65%
M&G (Lux) Global Dividend Fund -3.30%
Comgest Monde Grand Prix de la Finance -3.48%
Loomis Sayles U.S. Growth Equity -3.60%
Mirova Global Sustainable Equity -3.60%
Echiquier Global Tech -4.05%
BNP Paribas US Small Cap -4.12%
Covéa Actions Monde -4.39%
Pictet - Security -4.81%
Thematics Meta -4.84%
JPMorgan Funds - America Equity -4.84%
Ofi Invest Grandes Marques -4.94%
EdR Fund Healthcare -5.47%
Franklin U.S. Opportunities Fund -5.52%
FTGF Royce US Small Cap Opportunity Fund -5.59%
AXA WF Robotech -5.61%
EdR Fund US Value -5.69%
Claresco USA -5.85%
ODDO BHF Global Equity Stars -5.99%
Athymis Millennial -6.61%
CPR Global Disruptive Opportunities -7.14%
MS INVF Global Brands -8.08%
Franklin India Fund -14.54%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Les 10 points chauds de l’été selon Guillaume Dard et Wilfrid Galand (Montpensier Finance)…

 

http://files.h24finance.com/jpeg/Dard%20Galand%20Montpensier.jpg

Par Guillaume Dard (Président) et Wilfrid Galand (Directeur Stratégiste) chez Montpensier Finance.

 

  1. Le match Vaccins/Variants, le pic macro, les résultats

  2. La BCE et la Fed craignent le coup de chaud

  3. Jackson Hole, les banques centrales face à l’inflation 

  4. Les Etats entre relance et rééquilibrage des comptes

  5. Chine – US : la sieste de Thucydide ?

  6. L'Iran et le pétrole de retour au centre du jeu

  7. La Régulation aura-t-elle la peau des GAFA ?

  8. Le Bitcoin, un enjeu pour la stabilité financière ?

  9. Le G20 Finances et la tentation fiscale mondiale

  10. Le cygne noir : climatique ou cyber ?

 

Pour bien comprendre ces 10 points chauds, cliquez ici.

 

Pour en savoir plus sur les fonds Montpensier Finance, cliquez ici.

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 44.31%
Axiom European Banks Equity Grand Prix de la Finance 41.81%
Indépendance Europe Small Grand Prix de la Finance 36.46%
Tailor Actions Avenir ISR 24.99%
IDE Dynamic Euro 21.63%
Tocqueville Value Euro ISR 21.20%
BDL Convictions Grand Prix de la Finance 20.38%
JPMorgan Euroland Dynamic 20.36%
Groupama Opportunities Europe 20.01%
Indépendance France Small & Mid Grand Prix de la Finance 19.22%
Uzès WWW Perf 18.52%
VALBOA Engagement ISR 16.85%
Moneta Multi Caps Grand Prix de la Finance 16.38%
Quadrige France Smallcaps 15.12%
DNCA Invest Archer Mid-Cap Europe 14.65%
Lazard Small Caps Euro 13.36%
Mandarine Premium Europe 13.12%
Richelieu Family 12.95%
R-co 4Change Net Zero Equity Euro 12.45%
Covéa Perspectives Entreprises 11.48%
Tocqueville Euro Equity ISR 10.50%
Europe Income Family 10.44%
Mandarine Europe Microcap 10.43%
Ecofi Smart Transition 10.41%
Sycomore Sélection Responsable 10.23%
Gay-Lussac Microcaps Europe 9.07%
EdR SICAV Tricolore Convictions 8.36%
Groupama Avenir PME Europe 8.34%
Sycomore Europe Happy @ Work 7.24%
Fidelity Europe 6.54%
Mirova Europe Environmental Equity 5.42%
ELEVA Leaders Small & Mid Cap Europe 5.36%
Mandarine Unique 4.93%
HMG Découvertes 3.94%
ADS Venn Collective Alpha Europe 3.92%
Dorval Drivers Europe 3.88%
Norden SRI 3.75%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.06%
CPR Croissance Dynamique 0.61%
LFR Euro Développement Durable ISR 0.28%
VEGA France Opportunités ISR 0.22%
Tocqueville Croissance Euro ISR -0.70%
Amplegest Pricing Power Grand Prix de la Finance -0.70%
VEGA Europe Convictions ISR -1.63%
DNCA Invest SRI Norden Europe -4.35%
Eiffel Nova Europe ISR -5.33%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -8.22%
ADS Venn Collective Alpha US -8.61%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 25.57%
IVO Global High Yield 6.30%
Axiom Emerging Markets Corporate Bonds 6.10%
IVO EM Corporate Debt UCITS 5.25%
Carmignac Portfolio Credit 5.18%
Axiom Obligataire Grand Prix de la Finance 5.04%
LO Fallen Angels 4.92%
Income Euro Sélection 4.69%
FTGF Brandywine Global Income Optimiser Fund 4.68%
IVO EM Corporate Debt Short Duration SRI 4.54%
Lazard Credit Fi SRI 4.23%
Schelcher Global Yield 2028 4.22%
Jupiter Dynamic Bond 4.01%
Omnibond 3.99%
La Française Credit Innovation 3.86%
Tikehau European High Yield 3.79%
DNCA Invest Credit Conviction 3.57%
Axiom Short Duration Bond 3.55%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.39%
SLF (LUX) Bond High Yield Opportunity 2026 3.30%
Ostrum SRI Crossover 3.26%
R-co Conviction Credit Euro 3.26%
Ofi Invest High Yield 2029 3.25%
Alken Fund Income Opportunities 3.20%
Ofi Invest Alpha Yield 3.18%
Tikehau 2029 3.01%
Lazard Credit Opportunities SRI 2.99%
La Française Rendement Global 2028 2.88%
Pluvalca Credit Opportunities 2028 2.85%
Tailor Credit 2028 2.75%
Tikehau 2027 2.74%
Tailor Crédit Rendement Cible 2.64%
Auris Investment Grade 2.55%
Mandarine Credit Opportunities 2.46%
Auris Euro Rendement 2.43%
Eiffel Rendement 2028 2.32%
EdR Fund Bond Allocation 2.07%
Richelieu Euro Credit Unconstrained 2.05%
M All Weather Bonds 1.90%
Sanso Short Duration 1.17%
LO Funds - Short-Term Money Market CHF 0.60%
Epsilon Euro Bond 0.47%
Goldman Sachs Yen Liquid Reserves Fund Institutional -6.14%
AXA IM FIIS US Short Duration High Yield -7.64%
Amundi Cash USD -9.12%