CAC 40 Perf Jour Perf Ytd
7723.11 +0.17% +4.76%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.62%
H2O Moderato 20.49%
BDL Rempart Grand Prix de la Finance 18.36%
Ginjer Actifs 360 Grand Prix de la Finance 17.85%
Moneta Long Short 16.84%
Claresco Allocation Flexible 11.79%
Dorval Convictions 10.05%
Clartan Valeurs 9.70%
Carmignac Patrimoine 8.84%
R-co Valor Grand Prix de la Finance 8.35%
Exane Ceres 7.40%
M&G (Lux) Dynamic Allocation Fund 7.36%
AXA WF Global Optimal Income 7.25%
ELEVA AR - Dynamic 7.11%
VEGA Patrimoine ISR 6.91%
Eurose Grand Prix de la Finance 6.87%
Sienna Diversifié Flexible Monde 6.79%
Auris Diversified Beta 6.50%
ELEVA Global Multi Opportunities 6.15%
R-co Valor Balanced Grand Prix de la Finance 5.89%
Ofi Invest ESG MultiTrack 5.76%
Ruffer Total Return International 5.74%
Mandarine Solution 4.91%
Russell Inv. MAGS 4.86%
Dorval Global Allocation 4.64%
Monocle Fund 4.29%
BNY Mellon Global Real Return Fund (EUR) 3.91%
GIS Global Multi Asset Income 3.74%
Elkano Global Fund 3.67%
DNCA Invest Evolutif 3.38%
Tikehau International Cross Assets 3.38%
Sycomore Next Generation 3.31%
Echiquier ARTY SRI Grand Prix de la Finance 3.05%
Trusteam Optimum 2.91%
Tailor Allocation Defensive Grand Prix de la Finance 2.60%
First Eagle Amundi International Fund 1.88%
VEGA Euro Rendement ISR 1.72%
Gay-Lussac Europe Flex 1.37%
ACATIS Value Event 0.21%
Lazard Patrimoine SRI 0.01%
VALBOA Exclusif -0.26%
IDE Dynamic World Flexible -0.29%
Nova Dynamique -1.06%
ODDO BHF Polaris Balanced -1.78%
Mansartis Investissements ISR -3.07%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 54.34%
Jupiter Financial Innovation 24.49%
Digital Stars Europe 17.12%
Aperture European Innovation 16.10%
Piquemal Houghton Global Equities 14.64%
AXA Aedificandi 12.96%
R-co Thematic Real Estate 11.77%
Sienna Actions Bas Carbone 11.76%
Auris Gravity US Equity Fund 11.43%
R-co Thematic Blockchain Global Equity 10.11%
Candriam Equities L Robotics & Innovative Technology 7.48%
Carmignac Investissement Grand Prix de la Finance 7.19%
Athymis Industrie 4.0 6.65%
HMG Globetrotter 6.09%
GIS Sycomore Ageing Population 4.29%
Square Megatrends Champions 4.25%
VIA Smart Equity World 3.75%
FTGF ClearBridge Infrastructure Value 3.70%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.89%
Janus Henderson Horizon Global Sustainable Equity Fund 2.34%
Sycomore Sustainable Tech 2.32%
BNP Paribas Aqua Grand Prix de la Finance 1.90%
Candriam Equities L Oncology 1.61%
Pictet - Clean Energy Transition Grand Prix de la Finance 1.36%
EdR Fund Big Data Grand Prix de la Finance 1.25%
JPMorgan Funds - Global Dividend 1.18%
Mandarine Global Transition 1.09%
Fidelity Global Technology 0.97%
Pictet - Digital 0.95%
Groupama Global Active Equity 0.94%
DNCA Invest Beyond Semperosa 0.89%
Sienna Actions Internationales 0.76%
MS INVF Global Opportunity 0.59%
Thematics Water 0.48%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.03%
Franklin Technology Fund -0.22%
CPR Invest Climate Action -0.24%
Echiquier World Equity Growth Grand Prix de la Finance -0.56%
Russell Inv. World Equity Fund -0.59%
Sanso Smart Climate Grand Prix de la Finance -0.80%
Pictet - Water Grand Prix de la Finance -0.82%
Eurizon Fund Equity Innovation -1.11%
Groupama Global Disruption -1.11%
ODDO BHF Artificial Intelligence -1.66%
Thematics AI and Robotics -1.73%
Mirova Global Sustainable Equity -1.79%
Covéa Ruptures -1.91%
BNP Paribas Funds Disruptive Technology -1.97%
JPMorgan Funds - US Technology -2.24%
JPMorgan Funds - Global Select Equity -2.79%
Loomis Sayles U.S. Growth Equity -3.18%
M&G (Lux) Global Dividend Fund -3.31%
Comgest Monde Grand Prix de la Finance -3.51%
Echiquier Global Tech -4.07%
Covéa Actions Monde -4.25%
Ofi Invest Grandes Marques -4.29%
Pictet - Security -4.40%
Thematics Meta -4.83%
Franklin U.S. Opportunities Fund -5.13%
BNP Paribas US Small Cap -5.33%
AXA WF Robotech -5.37%
FTGF Royce US Small Cap Opportunity Fund -5.61%
JPMorgan Funds - America Equity -5.68%
Claresco USA -5.78%
EdR Fund US Value -5.94%
ODDO BHF Global Equity Stars -6.09%
MS INVF Global Brands -6.87%
EdR Fund Healthcare -7.35%
Athymis Millennial -7.35%
CPR Global Disruptive Opportunities -7.88%
Franklin India Fund -13.79%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 8.09%
H2O Adagio 7.32%
RAM European Market Neutral Equities 7.26%
Pictet TR - Atlas Titan 6.58%
Sienna Performance Absolue Défensif 5.60%
BNP Paribas Global Absolute Return Bond 5.34%
Syquant Capital - Helium Selection 5.05%
Pictet TR - Atlas 3.73%
Cigogne UCITS Credit Opportunities 3.64%
Exane Pleiade 3.45%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.44%
M&G (Lux) Episode Macro Fund 3.22%
AXA WF Euro Credit Total Return 3.13%
Fidelity Absolute Return Global Equity Fund 2.37%
Candriam Bonds Credit Alpha 1.92%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.85%
Articles Patrimoine et Fiscalité

Mail d'un conseiller financier finalement pas "ringard"…

 

 

Ce conseiller financier réagit à la news H24 de jeudi dernier où il apprenait que l'actif général d'Axa était composé à 10% de Private Equity (cliquez ici pour relire l'article).

 

« Moi qui pensais que j'étais ringard car ne faisant pas de private equity.

 

Après avoir appris que j'en avais avec H2O 😉 j'apprends que j'en ai 10% dans mon fonds en euros.

 

Faut-il que je remouline les profils de risque ?

 

Vous pensez que j'ai de la crypto sans le savoir ? »

Publié le lundi 4 septembre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 49.54%
Axiom European Banks Equity Grand Prix de la Finance 47.82%
Indépendance Europe Small Grand Prix de la Finance 40.93%
Tailor Actions Avenir ISR 29.04%
Indépendance France Small & Mid Grand Prix de la Finance 24.38%
Tocqueville Value Euro ISR 23.65%
VALBOA Engagement ISR 23.30%
Quadrige France Smallcaps 23.23%
BDL Convictions Grand Prix de la Finance 23.12%
Groupama Opportunities Europe 22.63%
Uzès WWW Perf 21.68%
Moneta Multi Caps Grand Prix de la Finance 20.52%
Mandarine Premium Europe 17.77%
DNCA Invest Archer Mid-Cap Europe 17.30%
Richelieu Family 16.79%
Covéa Perspectives Entreprises 16.52%
R-co 4Change Net Zero Equity Euro 14.36%
Groupama Avenir PME Europe 13.51%
Europe Income Family 13.25%
Mandarine Europe Microcap 12.55%
Tocqueville Euro Equity ISR 12.27%
Ecofi Smart Transition 11.97%
Gay-Lussac Microcaps Europe 11.86%
EdR SICAV Tricolore Convictions 11.70%
Sycomore Europe Happy @ Work 9.90%
Fidelity Europe 9.55%
HMG Découvertes 8.59%
ELEVA Leaders Small & Mid Cap Europe 8.47%
Sycomore Europe Eco Solutions 8.42%
Mandarine Unique 8.35%
Lazard Small Caps France 7.59%
ADS Venn Collective Alpha Europe 6.68%
Mirova Europe Environmental Equity 6.53%
Dorval Drivers Europe 6.47%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.54%
Norden SRI 3.30%
LFR Euro Développement Durable ISR 2.37%
VEGA France Opportunités ISR 1.26%
CPR Croissance Dynamique 0.49%
Tocqueville Croissance Euro ISR 0.37%
Amplegest Pricing Power Grand Prix de la Finance 0.31%
VEGA Europe Convictions ISR -0.35%
Eiffel Nova Europe ISR -1.49%
DNCA Invest SRI Norden Europe -4.02%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.86%
ADS Venn Collective Alpha US -8.64%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 24.67%
IVO Global High Yield 6.10%
Axiom Emerging Markets Corporate Bonds 5.36%
Carmignac Portfolio Credit 5.27%
IVO EM Corporate Debt UCITS 5.01%
Axiom Obligataire Grand Prix de la Finance 4.90%
Income Euro Sélection 4.77%
IVO EM Corporate Debt Short Duration SRI 4.36%
Omnibond 4.27%
Schelcher Global Yield 2028 3.97%
Tikehau European High Yield 3.96%
La Française Credit Innovation 3.66%
FTGF Brandywine Global Income Optimiser Fund 3.50%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.44%
Axiom Short Duration Bond 3.37%
Jupiter Dynamic Bond 3.30%
DNCA Invest Credit Conviction 3.30%
Ofi Invest High Yield 2029 3.24%
SLF (LUX) Bond High Yield Opportunity 2026 3.22%
Ostrum SRI Crossover 3.14%
R-co Conviction Credit Euro 3.01%
Ofi Invest Alpha Yield 3.00%
La Française Rendement Global 2028 2.96%
Tikehau 2029 2.89%
Auris Investment Grade 2.88%
Alken Fund Income Opportunities 2.84%
Pluvalca Credit Opportunities 2028 2.84%
Tikehau 2027 2.81%
Tailor Credit 2028 2.73%
Mandarine Credit Opportunities 2.69%
Tailor Crédit Rendement Cible 2.59%
Auris Euro Rendement 2.57%
Eiffel Rendement 2028 2.45%
Lazard Credit Opportunities 2.28%
M All Weather Bonds 2.11%
Richelieu Euro Credit Unconstrained 2.02%
EdR Fund Bond Allocation 1.64%
Sanso Short Duration 1.13%
LO Funds - Short-Term Money Market CHF 0.12%
Epsilon Euro Bond -0.07%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.25%
AXA IM FIIS US Short Duration High Yield -7.17%
Amundi Cash USD -8.56%