CAC 40	Perf Jour	Perf Ytd
8239.18	+0.16%	+11.63%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	24.39%
Moneta Long Short	20.33%
Ginjer Actifs 360	19.37%
H2O Moderato	18.46%
Clartan Valeurs	18.11%
BDL Rempart	15.95%
R-co Valor	15.44%
AXA WF Global Optimal Income	14.86%
Claresco Allocation Flexible	14.39%
M&G (Lux) Dynamic Allocation Fund	12.23%
Carmignac Patrimoine	11.76%
ELEVA Global Multi Opportunities	11.37%
Dorval Convictions	10.90%
R-co Valor Balanced	10.16%
VEGA Patrimoine ISR	9.94%
Exane Ceres	9.64%
Sienna Diversifié Flexible Monde	9.18%
ELEVA AR - Dynamic	8.96%
First Eagle Amundi International Fund	8.76%
Ruffer Total Return International	8.72%
Russell Inv. MAGS	8.40%
Ofi Invest ESG MultiTrack	8.05%
Auris Diversified Beta	7.75%
GIS Global Multi Asset Income	7.59%
Mandarine Solution	7.52%
Eurose	7.42%
BNY Mellon Global Real Return Fund (EUR)	7.33%
Dorval Global Allocation	6.91%
Elkano Global Fund	6.55%
DNCA Invest Evolutif	5.90%
IDE Dynamic World Flexible	5.50%
VALBOA Exclusif	5.19%
Nova Dynamique	4.83%
Sycomore Next Generation	4.77%
Echiquier ARTY SRI	4.64%
Monocle Fund	4.28%
Tikehau International Cross Assets	4.19%
Trusteam Optimum	3.75%
VEGA Euro Rendement ISR	3.51%
Tailor Allocation Defensive	3.36%
ACATIS Value Event	1.51%
ODDO BHF Polaris Balanced	1.01%
Mansartis Investissements ISR	-0.71%
Gay-Lussac Europe Flex	-1.31%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	85.87%
R-co Thematic Blockchain Global Equity	32.96%
Jupiter Financial Innovation	25.55%
Candriam Equities L Robotics & Innovative Technology	21.89%
GemEquity	20.60%
Aperture European Innovation	20.07%
Digital Stars Europe	19.72%
Echiquier Artificial Intelligence	18.91%
Tikehau European Sovereignty	18.89%
Piquemal Houghton Global Equities	16.86%
Sienna Actions Bas Carbone	16.52%
Carmignac Investissement	15.88%
Sycomore Sustainable Tech	15.32%
Auris Gravity US Equity Fund	14.44%
Athymis Industrie 4.0	13.76%
AXA Aedificandi	12.30%
Fidelity Global Technology	11.82%
HMG Globetrotter	11.71%
BNP Paribas Funds Disruptive Technology	11.47%
Pictet - Clean Energy Transition	10.95%
EdRS Global Resilience	10.94%
Square Megatrends Champions	10.70%
Franklin Technology Fund	10.25%
R-co Thematic Real Estate	9.66%
JPMorgan Funds - US Technology	9.63%
Groupama Global Disruption	9.42%
Groupama Global Active Equity	9.12%
Pictet - Digital	9.00%
Thematics AI and Robotics	8.76%
ODDO BHF Artificial Intelligence	8.14%
FTGF ClearBridge Infrastructure Value	8.02%
Candriam Equities L Oncology	7.62%
GIS Sycomore Ageing Population	6.77%
Mandarine Global Transition	6.35%
Sienna Actions Internationales	6.34%
Eurizon Fund Equity Innovation	6.17%
Echiquier Global Tech	5.84%
Janus Henderson Horizon Global Sustainable Equity Fund	5.80%
EdR Fund Big Data	5.21%
Covéa Ruptures	4.65%
DNCA Invest Beyond Semperosa	4.51%
JPMorgan Funds - Global Dividend	4.19%
BNP Paribas Aqua	4.16%
MS INVF Global Opportunity	4.06%
Palatine Amérique	3.96%
Thematics Water	3.88%
Echiquier World Equity Growth	3.71%
CPR Invest Climate Action	3.62%
Russell Inv. World Equity Fund	3.50%
Sanso Smart Climate	3.08%
Mirova Global Sustainable Equity	2.74%
M&G (Lux) Global Listed Infrastructure Fund	2.17%
Loomis Sayles U.S. Growth Equity	1.61%
FTGF Royce US Small Cap Opportunity Fund	1.38%
Comgest Monde	1.24%
Covéa Actions Monde	0.63%
Pictet - Security	0.54%
CPR Global Disruptive Opportunities	0.53%
AXA WF Robotech	0.40%
Pictet - Water	0.34%
Claresco USA	-0.19%
Ofi Invest Grandes Marques	-0.58%
Thematics Meta	-1.14%
M&G (Lux) Global Dividend Fund	-1.21%
JPMorgan Funds - America Equity	-1.76%
BNP Paribas US Small Cap	-2.08%
ODDO BHF Global Equity Stars	-2.22%
EdR Fund Healthcare	-2.30%
Franklin U.S. Opportunities Fund	-2.42%
Athymis Millennial	-3.57%
MS INVF Global Brands	-9.18%
Franklin India Fund	-12.20%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	10.60%
H2O Adagio	7.93%
Sienna Performance Absolue Défensif	6.99%
M&G (Lux) Episode Macro Fund	6.86%
RAM European Market Neutral Equities	6.62%
Jupiter Merian Global Equity Absolute Return	6.43%
Syquant Capital - Helium Selection	6.10%
BNP Paribas Global Absolute Return Bond	5.98%
Pictet TR - Atlas	5.70%
DNCA Invest Alpha Bonds	4.97%
Fidelity Absolute Return Global Equity Fund	4.83%
Exane Pleiade	4.68%
Cigogne UCITS Credit Opportunities	4.21%
AXA WF Euro Credit Total Return	3.94%
Candriam Bonds Credit Alpha	2.07%
Candriam Absolute Return Equity Market Neutral	0.70%

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
Alken Fund Small Cap Europe	54.57%
Axiom European Banks Equity	47.84%
Indépendance Europe Small	42.59%
Tailor Actions Avenir ISR	32.40%
JPMorgan Euroland Dynamic	26.73%
IDE Dynamic Euro	26.54%
Moneta Multi Caps	24.95%
Tocqueville Value Euro ISR	24.59%
Groupama Opportunities Europe	23.93%
Uzès WWW Perf	23.52%
Indépendance France Small & Mid	22.74%
BDL Convictions	22.21%
Quadrige France Smallcaps	21.25%
VALBOA Engagement ISR	18.45%
Tocqueville Euro Equity ISR	17.83%
Ecofi Smart Transition	17.47%
R-co 4Change Net Zero Equity Euro	17.43%
Covéa Perspectives Entreprises	16.85%
DNCA Invest Archer Mid-Cap Europe	16.44%
Sycomore Sélection Responsable	16.15%
Lazard Small Caps Euro	15.97%
Mandarine Premium Europe	15.73%
EdR SICAV Tricolore Convictions	14.91%
Groupama Avenir PME Europe	14.14%
Mandarine Europe Microcap	13.47%
Europe Income Family	13.33%
Sycomore Europe Happy @ Work	12.87%
Fidelity Europe	11.03%
Mirova Europe Environmental Equity	10.26%
Gay-Lussac Microcaps Europe	9.99%
ADS Venn Collective Alpha Europe	9.49%
ELEVA Leaders Small & Mid Cap Europe	8.07%
Dorval Drivers Europe	8.00%
Norden SRI	7.90%
Tocqueville Croissance Euro ISR	7.70%
Mandarine Unique	7.52%
VEGA France Opportunités ISR	7.35%
HMG Découvertes	7.24%
LFR Euro Développement Durable ISR	6.97%
VEGA Europe Convictions ISR	5.49%
CPR Croissance Dynamique	4.85%
Echiquier Agenor SRI Mid Cap Europe	4.62%
Amplegest Pricing Power	4.55%
Echiquier Major SRI Growth Europe	-2.15%
Eiffel Nova Europe ISR	-2.43%
DNCA Invest SRI Norden Europe	-3.01%
ADS Venn Collective Alpha US	-5.38%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	17.43%
Dorval European Climate Initiative	17.13%
BDL Transitions Megatrends	14.34%
EdR SICAV Euro Sustainable Equity	12.06%
Palatine Europe Sustainable Employment	10.96%
DNCA Invest Beyond Semperosa	4.51%
La Française Credit Innovation	4.46%
Triodos Global Equities Impact	2.35%
Triodos Impact Mixed	2.23%
Triodos Future Generations	2.07%
Echiquier Positive Impact Europe	0.97%
Aesculape SRI	0.68%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	27.35%
Axiom Emerging Markets Corporate Bonds	6.45%
Carmignac Portfolio Credit	6.24%
Axiom Obligataire	6.20%
IVO Global High Yield	6.17%
IVO EM Corporate Debt UCITS	5.57%
Jupiter Dynamic Bond	5.53%
Lazard Credit Fi SRI	5.46%
LO Fallen Angels	5.40%
FTGF Brandywine Global Income Optimiser Fund	5.01%
Income Euro Sélection	4.99%
EdR SICAV Financial Bonds	4.97%
IVO EM Corporate Debt Short Duration SRI	4.94%
DNCA Invest Credit Conviction	4.69%
Lazard Credit Opportunities	4.50%
La Française Credit Innovation	4.46%
Axiom Short Duration Bond	4.40%
Omnibond	4.39%
Schelcher Global Yield 2028	4.34%
Alken Fund Income Opportunities	4.08%
R-co Conviction Credit Euro	3.96%
EdR SICAV Short Duration Credit	3.86%
Tikehau European High Yield	3.83%
Ostrum SRI Crossover	3.82%
Ofi Invest High Yield 2029	3.74%
Tikehau 2029	3.70%
Ofi Invest Alpha Yield	3.65%
M All Weather Bonds	3.54%
Hugau Obli 1-3	3.53%
Hugau Obli 3-5	3.50%
Auris Investment Grade	3.34%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.26%
La Française Rendement Global 2028	3.21%
Tailor Crédit Rendement Cible	3.17%
EdR SICAV Millesima 2030	3.15%
Pluvalca Credit Opportunities 2028	3.07%
SLF (F) Opportunité High Yield 2028	3.03%
Auris Euro Rendement	3.02%
Tikehau 2027	3.00%
EdR Fund Bond Allocation	2.84%
Tailor Credit 2028	2.69%
Mandarine Credit Opportunities	2.46%
Eiffel Rendement 2028	2.22%
Epsilon Euro Bond	1.77%
LO Funds - Short-Term Money Market CHF	1.40%
Sanso Short Duration	1.39%
AXA IM FIIS US Short Duration High Yield	-6.24%
Amundi Cash USD	-7.69%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-8.27%