CAC 40	Perf Jour	Perf Ytd
8029.34	+1.1%	+8.8%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	13.40%
H2O Moderato	11.97%
Ginjer Actifs 360	11.09%
Dorval Convictions	6.80%
Exane Ceres	6.59%
GF Ambition Solidaire	5.46%
VEGA Patrimoine ISR	4.12%
Ruffer Total Return International	3.92%
Moneta Long Short	3.76%
Eurose	3.75%
M&G (Lux) Dynamic Allocation Fund	3.65%
Auris Diversified Beta	2.26%
Gay-Lussac Europe Flex	2.10%
Claresco Allocation Flexible	1.85%
Carmignac Patrimoine	1.33%
Sienna Diversifié Flexible Monde	1.26%
Echiquier ARTY SRI	1.23%
Trusteam Optimum	1.13%
R-co Valor	1.11%
ELEVA Global Multi Opportunities	1.01%
Tailor Allocation Defensive	0.93%
Dorval Global Allocation	0.82%
Tikehau International Cross Assets	0.80%
Dorval Global Conservative	0.75%
Mandarine Solution	0.73%
Sycomore Next Generation	0.70%
VALBOA Exclusif	0.45%
VEGA Euro Rendement ISR	0.42%
R-co Valor Balanced	0.39%
Equilibre Ecologique	0.26%
GIS Global Multi Asset Income	0.14%
ELEVA AR - Dynamic	0.14%
First Eagle Amundi International Fund	0.06%
DNCA Invest Evolutif	-0.05%
ACATIS Value Event	-0.13%
BNY Mellon Global Real Return Fund (EUR)	-0.36%
Elkano Global Fund	-0.61%
Russell Inv. MAGS	-0.69%
Ofi Invest ESG MultiTrack	-0.75%
Lazard Patrimoine SRI	-0.92%
Echiquier Allocation Flexible	-0.98%
Monocle Fund	-1.68%
Mansartis Investissements ISR	-2.18%
ODDO BHF Polaris Balanced	-2.73%
Nova Dynamique	-2.78%
IDE Dynamic World Flexible	-4.30%
AXA WF Global Optimal Income	-4.64%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	9.96%
Sienna Actions Bas Carbone	8.87%
Piquemal Houghton Global Equities	6.02%
GIS SRI Ageing Population	5.00%
Aperture European Innovation	4.26%
DNCA Invest Beyond Semperosa	3.56%
Candriam Equities L Oncology	2.72%
Digital Stars Europe	2.58%
BNP Paribas Aqua	0.15%
EdR Fund Healthcare	-0.49%
Athymis Industrie 4.0	-0.93%
FTGF ClearBridge Infrastructure Value	-1.73%
Auris Gravity US Equity Fund	-1.86%
AXA Aedificandi	-2.17%
Jupiter Global Ecology Growth	-2.41%
M&G (Lux) Global Listed Infrastructure Fund	-2.51%
VIA Smart Equity World	-2.82%
EdR Fund Big Data	-2.83%
M&G (Lux) Global Dividend Fund	-2.84%
EdR Fund US Value	-3.08%
R-co Thematic Real Estate	-3.22%
Comgest Monde	-3.30%
JPMorgan Funds - Global Dividend	-3.45%
MS INVF Global Brands	-3.50%
Mirova Global Sustainable Equity	-3.77%
HMG Globetrotter	-3.99%
Janus Henderson Horizon Global Sustainable Equity Fund	-4.33%
Sienna Actions Internationales	-4.60%
CPR Invest Climate Action	-4.66%
Mandarine Global Transition	-5.06%
Square Megatrends Champions	-5.07%
Russell Inv. World Equity Fund	-5.13%
Pictet - Water	-5.47%
Sanso Smart Climate	-5.73%
Thematics Water	-5.81%
Echiquier World Equity Growth	-5.90%
Pictet - Premium Brands	-6.56%
Covéa Actions Monde	-6.68%
Carmignac Investissement	-6.74%
Fidelity Global Technology	-6.80%
ODDO BHF Global Equity Stars	-6.86%
JPMorgan Funds - Global Select Equity	-7.06%
Groupama Global Active Equity	-7.10%
MS INVF Global Opportunity	-7.17%
Ofi Invest ESG Grandes Marques	-7.50%
Athymis Millennial	-7.56%
Covéa Ruptures	-7.62%
Pictet - Global Environmental Opportunities	-8.95%
Pictet - Security	-8.98%
Groupama Global Disruption	-9.15%
Thematics Meta	-9.34%
ODDO BHF Artificial Intelligence	-9.59%
Eurizon Fund Equity Innovation	-9.76%
Pictet - Digital	-9.89%
Claresco USA	-10.33%
Candriam Equities L Robotics & Innovative Technology	-10.35%
Sycomore Sustainable Tech	-10.63%
Echiquier Artificial Intelligence	-11.27%
JPMorgan Funds - America Equity	-11.40%
BNP Paribas US Small Cap	-12.48%
Tocqueville Global Tech ISR	-12.52%
Pictet - Clean Energy Transition	-13.07%
CPR Global Disruptive Opportunities	-13.70%
AXA WF Robotech	-13.73%
BNP Paribas Funds Disruptive Technology	-13.80%
Franklin U.S. Opportunities Fund	-14.08%
Loomis Sayles U.S. Growth Equity	-14.16%
Thematics AI and Robotics	-14.72%
Franklin India Fund	-15.55%
FTGF Royce US Small Cap Opportunity Fund	-16.05%
Franklin Technology Fund	-16.43%
JPMorgan Funds - US Technology	-16.79%
R-co Thematic Blockchain Global Equity	-19.96%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Adagio	4.06%
M&G (Lux) Episode Macro Fund	3.74%
Jupiter Merian Global Equity Absolute Return	3.12%
Cigogne UCITS Credit Opportunities	1.68%
RAM European Market Neutral Equities	1.65%
Fidelity Absolute Return Global Equity Fund	1.35%
DNCA Invest Alpha Bonds	1.31%
Exane Pleiade	0.70%
Syquant Capital - Helium Selection	0.64%
Candriam Bonds Credit Alpha	0.58%
Candriam Absolute Return Equity Market Neutral	0.52%
AXA WF Euro Credit Total Return	-0.40%
Pictet TR - Atlas	-1.17%
Pictet TR - Atlas Titan	-2.69%

Les fonds choisis par le FRR (Fonds de réserve pour les retraites) pour performer...

Voici la répartition de la poche OPC du portefeuille du FRR à fin 2024.

A noter que cette poche est passée de 3,3 milliards au S1 2024 à + de 3,9 milliards !

FONDS & POIDS DANS LE PORTEFEUILLE OPC

GROUPAMA TRESORERIE P : 11,65%
OFI RS MONETAIRE IC : 10,06%
SCHRODER ISF EMERGING MARKETS I EUR CAP : 9,31%
PICTET-EMERGING LOCAL CURRENCY DEBT-Z USD : 7,68%
THE COLCHESTER LOCAL MARKE ACCUM SHS -I PREMIE : 7,5%
FIDELITY FUNDS EMERGING MARKETS FUND I USD CAP : 5,64%
AVIVA INVESTORS FDS EMERG MARKETS BOND FD V$ C : 4,97%
UNION + : 4,5%
EMERGING MARKETS LOCAL CURRENCY BOND FUND SHS : 4,5%
AMUNDI 3 M I2 : 4,09%
TEMPLETON EMERGING MARKETS BOND FUND I USD CAP : 3,71%
ASHMORE-EMERGING MARKETS LOCAL CURRENCY BOND I : 3,31%
CPR INVEST GLOBAL DISRUPTIVE OPPORTUNITIES X2-EUR : 3,2%
PACIFIC NORTH OF SOUTH EM ALL CAP ACCUM SHS -I : 2,99%
PICTET-GLOBAL EMERGING DEBT-Z USD : 2,71%
VANGUARD EMERGING MARKETS BOND FUND INSTITUTION : 2,69%
RCGF - ROBECO QI EMERGING MARKETS ACTIVE EQUITIES : 2,68%
BLACKROCK EMERGING MARKETS FLEXI DYNAMIC BOND : 2,27%
EDMOND DE ROTHSCHILD FUND – BIG DATA P EUR : 2,05%
NATIXIS IF (LUX) I - THEMATICS SAFETY I/A EUR : 1,6%
BNP PARIBAS CASH INVEST I : 1,29%
ECHIQUIER FUND ARTIFICIAL INTELLIGENCE IXL : 1,15%
AXA COURT TERME I : 0,42%
AMUNDI EURO LIQUIDITY SHORT TERM SRI FCP UNITS : 0,02%
BFT MONETAIRE COURT TERME ISR SICAV : 0%

Publié le mardi 11 mars 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	19.98%
Alken Fund Small Cap Europe	15.10%
BDL Convictions	13.80%
Groupama Opportunities Europe	12.37%
Tailor Actions Avenir ISR	9.90%
R-co 4Change Net Zero Equity Euro	9.49%
Tocqueville Euro Equity ISR	9.16%
Indépendance Europe Small	9.02%
EdR SICAV Tricolore Convictions	8.97%
Covéa Perspectives Entreprises	8.85%
Fidelity Europe	8.62%
Ecofi Smart Transition	8.51%
Moneta Multi Caps	8.43%
Richelieu Family	7.88%
ADS Venn Collective Alpha Europe	7.76%
Quadrige France Smallcaps	7.30%
Norden SRI	7.10%
Dorval European Climate Initiative	7.00%
Sycomore Europe Happy @ Work	6.81%
Indépendance France Small & Mid	6.72%
EdR SICAV Euro Sustainable Equity	6.62%
Europe Income Family	6.57%
VALBOA Engagement ISR	6.18%
Dorval Drivers Europe	6.12%
HMG Découvertes	5.46%
Uzès WWW Perf	5.45%
DNCA Invest Archer Mid-Cap Europe	4.72%
Palatine Europe Sustainable Employment	4.63%
LFR Euro Développement Durable ISR	3.88%
Mirova Europe Environmental Equity	3.79%
Mandarine Premium Europe	3.70%
Tocqueville Croissance Euro ISR	3.15%
VEGA France Opportunités ISR	2.37%
Gay-Lussac Microcaps Europe	2.26%
Sycomore Europe Eco Solutions	2.03%
Mandarine Unique	1.53%
VEGA Europe Convictions ISR	1.16%
ELEVA Leaders Small & Mid Cap Europe	1.14%
Echiquier Positive Impact Europe	0.98%
Lazard Small Caps France	0.93%
Amplegest Pricing Power	0.91%
Mandarine Europe Microcap	0.67%
Echiquier Major SRI Growth Europe	0.50%
Eiffel Nova Europe ISR	-1.53%
DNCA Invest SRI Norden Europe	-1.72%
CPR Croissance Dynamique	-4.46%
ADS Venn Collective Alpha US	-7.34%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	9.49%
Dorval European Climate Initiative	7.00%
DNCA Invest Beyond Semperosa	3.56%
Aesculape SRI	2.85%
BDL Transitions Megatrends	1.67%
Echiquier Positive Impact Europe	0.98%
La Française Credit Innovation	0.88%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	14.10%
BNP Paribas Global Enhanced Bond 36M	2.43%
Carmignac Portfolio Credit	2.13%
IVO EM Corporate Debt UCITS	2.11%
FTGF Brandywine Global Income Optimiser Fund	1.83%
Omnibond	1.59%
Mandarine Credit Opportunities	1.53%
Alken Fund Income Opportunities	1.44%
Axiom Short Duration Bond	1.30%
SLF (LUX) Bond High Yield Opportunity 2026	1.26%
Jupiter Dynamic Bond	1.25%
Axiom Obligataire	1.21%
Tikehau European High Yield	1.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	1.01%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.99%
DNCA Invest Credit Conviction	0.97%
Tikehau 2027	0.97%
Tailor Credit 2028	0.91%
Schelcher Euro High Yield	0.91%
La Française Credit Innovation	0.88%
Groupama Alpha Fixed Income Plus	0.88%
Ostrum SRI Crossover	0.78%
M All Weather Bonds	0.73%
Sanso Short Duration	0.71%
Pluvalca Credit Opportunities 2028	0.63%
La Française Rendement Global 2028	0.43%
Auris Investment Grade	0.42%
Tailor Crédit Rendement Cible	0.40%
Ofi Invest High Yield 2029	0.38%
Tikehau 2029	0.38%
Eiffel Rendement 2028	0.35%
R-co Conviction Credit Euro	0.23%
EdR Fund Bond Allocation	0.03%
Auris Euro Rendement	0.00%
Ofi Invest Alpha Yield	-0.03%
Richelieu Euro Credit Unconstrained	-0.08%
Lazard Credit Opportunities	-1.30%
Epsilon Euro Bond	-1.60%
LO Funds - Short-Term Money Market CHF	-2.42%
AXA IM FIIS US Short Duration High Yield	-4.15%
Amundi Cash USD	-4.42%