CAC 40	Perf Jour	Perf Ytd
8171.47	+0.7%	+10.71%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	14.80%
H2O Moderato	12.76%
Ginjer Actifs 360	12.43%
GF Ambition Solidaire	8.97%
Exane Ceres	7.14%
Dorval Convictions	7.14%
Moneta Long Short	6.78%
M&G (Lux) Dynamic Allocation Fund	5.30%
VEGA Patrimoine ISR	4.65%
Eurose	4.42%
Ruffer Total Return International	4.17%
ELEVA Global Multi Opportunities	3.55%
Claresco Allocation Flexible	3.29%
R-co Valor	2.70%
Auris Diversified Beta	2.63%
VALBOA Exclusif	2.26%
Sienna Diversifié Flexible Monde	2.09%
Carmignac Patrimoine	1.81%
Gay-Lussac Europe Flex	1.71%
Mandarine Solution	1.64%
ELEVA AR - Dynamic	1.52%
Echiquier ARTY SRI	1.46%
GIS Global Multi Asset Income	1.35%
Tailor Allocation Defensive	1.28%
R-co Valor Balanced	1.26%
Trusteam Optimum	1.11%
Dorval Global Allocation	0.98%
Sycomore Next Generation	0.94%
Dorval Global Conservative	0.84%
BNY Mellon Global Real Return Fund (EUR)	0.83%
DNCA Invest Evolutif	0.68%
Tikehau International Cross Assets	0.61%
Equilibre Ecologique	0.54%
VEGA Euro Rendement ISR	0.40%
First Eagle Amundi International Fund	0.30%
ACATIS Value Event	-0.23%
Elkano Global Fund	-0.32%
Russell Inv. MAGS	-0.38%
Monocle Fund	-0.77%
Lazard Patrimoine SRI	-1.18%
Echiquier Allocation Flexible	-1.34%
Ofi Invest ESG MultiTrack	-1.51%
Nova Dynamique	-2.21%
AXA WF Global Optimal Income	-2.64%
ODDO BHF Polaris Balanced	-2.75%
Mansartis Investissements ISR	-2.93%
IDE Dynamic World Flexible	-3.34%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	21.95%
Sienna Actions Bas Carbone	10.24%
Piquemal Houghton Global Equities	9.95%
Aperture European Innovation	8.67%
Digital Stars Europe	5.81%
GIS SRI Ageing Population	5.69%
DNCA Invest Beyond Semperosa	3.11%
Athymis Industrie 4.0	2.23%
Candriam Equities L Oncology	1.81%
FTGF ClearBridge Infrastructure Value	0.00%
EdR Fund Healthcare	-0.18%
BNP Paribas Aqua	-0.70%
M&G (Lux) Global Listed Infrastructure Fund	-0.87%
AXA Aedificandi	-0.94%
Janus Henderson Horizon Global Sustainable Equity Fund	-1.22%
Jupiter Global Ecology Growth	-1.52%
HMG Globetrotter	-1.58%
JPMorgan Funds - Global Dividend	-1.83%
VIA Smart Equity World	-1.93%
R-co Thematic Real Estate	-2.54%
MS INVF Global Brands	-2.57%
EdR Fund US Value	-2.62%
EdR Fund Big Data	-3.02%
MS INVF Global Opportunity	-3.15%
M&G (Lux) Global Dividend Fund	-3.28%
Pictet - Water	-3.91%
Thematics Water	-3.99%
CPR Invest Climate Action	-4.16%
Fidelity Global Technology	-4.21%
Mandarine Global Transition	-4.38%
Comgest Monde	-4.69%
Mirova Global Sustainable Equity	-4.78%
Sienna Actions Internationales	-4.81%
Square Megatrends Champions	-4.98%
Russell Inv. World Equity Fund	-5.52%
JPMorgan Funds - Global Select Equity	-5.67%
Echiquier World Equity Growth	-5.81%
Pictet - Security	-5.92%
Carmignac Investissement	-5.99%
Groupama Global Active Equity	-6.21%
Pictet - Premium Brands	-6.26%
Sanso Smart Climate	-6.34%
Auris Gravity US Equity Fund	-6.39%
Pictet - Global Environmental Opportunities	-6.48%
Thematics Meta	-6.78%
Groupama Global Disruption	-6.83%
ODDO BHF Global Equity Stars	-6.96%
Covéa Actions Monde	-7.30%
Candriam Equities L Robotics & Innovative Technology	-7.43%
Ofi Invest ESG Grandes Marques	-7.46%
Pictet - Digital	-7.67%
Covéa Ruptures	-7.82%
Sycomore Sustainable Tech	-8.26%
ODDO BHF Artificial Intelligence	-8.62%
Athymis Millennial	-8.64%
Eurizon Fund Equity Innovation	-9.40%
Pictet - Clean Energy Transition	-9.64%
JPMorgan Funds - America Equity	-10.18%
Echiquier Artificial Intelligence	-10.20%
Claresco USA	-10.44%
AXA WF Robotech	-10.46%
Thematics AI and Robotics	-11.29%
Loomis Sayles U.S. Growth Equity	-11.37%
Franklin U.S. Opportunities Fund	-11.46%
Franklin India Fund	-11.85%
BNP Paribas US Small Cap	-11.97%
Tocqueville Global Tech ISR	-12.39%
CPR Global Disruptive Opportunities	-12.48%
JPMorgan Funds - US Technology	-12.67%
BNP Paribas Funds Disruptive Technology	-13.00%
Franklin Technology Fund	-13.15%
FTGF Royce US Small Cap Opportunity Fund	-14.87%
R-co Thematic Blockchain Global Equity	-18.71%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
M&G (Lux) Episode Macro Fund	5.00%
H2O Adagio	4.43%
Jupiter Merian Global Equity Absolute Return	3.53%
Fidelity Absolute Return Global Equity Fund	2.37%
Cigogne UCITS Credit Opportunities	1.66%
DNCA Invest Alpha Bonds	1.43%
Exane Pleiade	1.42%
Syquant Capital - Helium Selection	1.17%
Candriam Bonds Credit Alpha	0.63%
Candriam Absolute Return Equity Market Neutral	0.53%
RAM European Market Neutral Equities	0.52%
AXA WF Euro Credit Total Return	-0.36%
Pictet TR - Atlas	-0.74%
Pictet TR - Atlas Titan	-1.83%

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	26.19%
Alken Fund Small Cap Europe	21.85%
Tailor Actions Avenir ISR	16.98%
BDL Convictions	15.22%
Indépendance Europe Small	14.17%
Groupama Opportunities Europe	13.84%
Richelieu Family	11.84%
Moneta Multi Caps	11.80%
Tocqueville Euro Equity ISR	11.43%
Covéa Perspectives Entreprises	11.01%
R-co 4Change Net Zero Equity Euro	10.96%
Ecofi Smart Transition	10.90%
Indépendance France Small & Mid	10.86%
EdR SICAV Tricolore Convictions	9.97%
Dorval European Climate Initiative	9.89%
Uzès WWW Perf	9.62%
Fidelity Europe	8.94%
Sycomore Europe Happy @ Work	8.30%
Quadrige France Smallcaps	8.26%
Europe Income Family	8.19%
ADS Venn Collective Alpha Europe	7.81%
Norden SRI	7.70%
DNCA Invest Archer Mid-Cap Europe	7.65%
VALBOA Engagement ISR	7.62%
Dorval Drivers Europe	7.30%
Mandarine Premium Europe	6.84%
Palatine Europe Sustainable Employment	5.64%
Sycomore Europe Eco Solutions	5.32%
Mirova Europe Environmental Equity	4.99%
LFR Euro Développement Durable ISR	4.96%
HMG Découvertes	4.53%
Tocqueville Croissance Euro ISR	4.17%
Mandarine Europe Microcap	3.99%
ELEVA Leaders Small & Mid Cap Europe	3.19%
VEGA France Opportunités ISR	2.87%
Amplegest Pricing Power	2.60%
Gay-Lussac Microcaps Europe	2.36%
VEGA Europe Convictions ISR	2.36%
Mandarine Unique	1.72%
Echiquier Positive Impact Europe	1.60%
Echiquier Major SRI Growth Europe	0.51%
Lazard Small Caps France	0.36%
DNCA Invest SRI Norden Europe	-0.12%
Eiffel Nova Europe ISR	-1.41%
CPR Croissance Dynamique	-4.56%
ADS Venn Collective Alpha US	-9.56%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	10.96%
Dorval European Climate Initiative	9.89%
EdR SICAV Euro Sustainable Equity	8.08%
DNCA Invest Beyond Semperosa	3.11%
BDL Transitions Megatrends	2.45%
Aesculape SRI	2.40%
Echiquier Positive Impact Europe	1.60%
La Française Credit Innovation	0.77%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	15.12%
BNP Paribas Global Enhanced Bond 36M	2.37%
FTGF Brandywine Global Income Optimiser Fund	1.96%
Carmignac Portfolio Credit	1.87%
IVO EM Corporate Debt UCITS	1.84%
Mandarine Credit Opportunities	1.54%
Omnibond	1.43%
Axiom Short Duration Bond	1.32%
Alken Fund Income Opportunities	1.30%
SLF (LUX) Bond High Yield Opportunity 2026	1.19%
Jupiter Dynamic Bond	1.16%
Axiom Obligataire	1.10%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.88%
Tikehau 2027	0.86%
Tikehau European High Yield	0.81%
DNCA Invest Credit Conviction	0.81%
Groupama Alpha Fixed Income Plus	0.78%
La Française Credit Innovation	0.77%
Ostrum SRI Crossover	0.66%
Sanso Short Duration	0.64%
Tailor Credit 2028	0.56%
Schelcher Euro High Yield	0.56%
M All Weather Bonds	0.53%
Pluvalca Credit Opportunities 2028	0.50%
Auris Investment Grade	0.47%
La Française Rendement Global 2028	0.28%
Ofi Invest High Yield 2029	0.23%
Tikehau 2029	0.22%
Tailor Crédit Rendement Cible	0.17%
Eiffel Rendement 2028	0.14%
R-co Conviction Credit Euro	0.11%
EdR Fund Bond Allocation	-0.23%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.26%
Auris Euro Rendement	-0.28%
Richelieu Euro Credit Unconstrained	-0.36%
Ofi Invest Alpha Yield	-0.42%
Epsilon Euro Bond	-1.41%
Lazard Credit Opportunities	-1.63%
LO Funds - Short-Term Money Market CHF	-1.95%
Amundi Cash USD	-3.89%
AXA IM FIIS US Short Duration High Yield	-4.11%