CAC 40	Perf Jour	Perf Ytd
8103.58	-0%	+9.79%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	24.77%
H2O Moderato	23.44%
Moneta Long Short	22.94%
Clartan Valeurs	21.54%
GF Ambition Solidaire	20.47%
BDL Rempart	16.87%
R-co Valor	16.52%
AXA WF Global Optimal Income	14.78%
Claresco Allocation Flexible	14.67%
M&G (Lux) Dynamic Allocation Fund	12.47%
ELEVA Global Multi Opportunities	11.95%
Carmignac Patrimoine	11.95%
Dorval Convictions	11.47%
First Eagle Amundi International Fund	10.94%
R-co Valor Balanced	10.63%
ELEVA AR - Dynamic	10.44%
Sienna Diversifié Flexible Monde	9.89%
Russell Inv. MAGS	9.72%
GIS Global Multi Asset Income	9.71%
BNY Mellon Global Real Return Fund (EUR)	9.12%
VEGA Patrimoine ISR	8.76%
Ofi Invest ESG MultiTrack	8.69%
Ruffer Total Return International	8.54%
Nova Dynamique	8.40%
Auris Diversified Beta	8.13%
Mandarine Solution	8.05%
Eurose	7.61%
Dorval Global Allocation	7.55%
Exane Ceres	7.38%
DNCA Invest Evolutif	5.56%
Elkano Global Fund	5.46%
Sycomore Next Generation	5.33%
Tikehau International Cross Assets	4.97%
Echiquier ARTY SRI	4.26%
VALBOA Exclusif	3.78%
Trusteam Optimum	3.42%
Monocle Fund	3.18%
IDE Dynamic World Flexible	3.07%
Tailor Allocation Defensive	3.01%
VEGA Euro Rendement ISR	2.78%
ACATIS Value Event	0.35%
Mansartis Investissements ISR	-2.41%
ODDO BHF Polaris Balanced	-2.44%
Gay-Lussac Europe Flex	-3.92%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	129.04%
Jupiter Financial Innovation	33.86%
Piquemal Houghton Global Equities	26.11%
Digital Stars Europe	23.50%
Aperture European Innovation	23.12%
Candriam Equities L Oncology	22.68%
Candriam Equities L Robotics & Innovative Technology	19.55%
GemEquity	18.67%
Sienna Actions Bas Carbone	17.34%
Auris Gravity US Equity Fund	16.90%
Carmignac Investissement	16.87%
HMG Globetrotter	13.74%
Sycomore Sustainable Tech	12.11%
Echiquier Artificial Intelligence	12.03%
R-co Thematic Blockchain Global Equity	11.89%
Athymis Industrie 4.0	11.59%
Groupama Global Disruption	11.17%
Square Megatrends Champions	11.09%
Groupama Global Active Equity	10.53%
Pictet - Clean Energy Transition	9.49%
Fidelity Global Technology	9.40%
BNP Paribas Funds Disruptive Technology	9.07%
Sienna Actions Internationales	7.78%
GIS Sycomore Ageing Population	7.70%
Eurizon Fund Equity Innovation	7.11%
FTGF ClearBridge Infrastructure Value	6.54%
EdRS Global Resilience	6.53%
AXA Aedificandi	6.25%
Russell Inv. World Equity Fund	5.90%
Franklin Technology Fund	5.75%
EdR Fund Big Data	5.15%
Thematics AI and Robotics	4.60%
ODDO BHF Artificial Intelligence	4.55%
R-co Thematic Real Estate	4.53%
JPMorgan Funds - US Technology	4.08%
Covéa Ruptures	4.02%
Claresco USA	3.97%
Palatine Amérique	3.97%
Pictet - Digital	3.94%
Echiquier World Equity Growth	3.44%
Sanso Smart Climate	3.33%
CPR Invest Climate Action	3.19%
DNCA Invest Beyond Semperosa	3.18%
JPMorgan Funds - Global Dividend	2.97%
Mandarine Global Transition	2.90%
M&G (Lux) Global Dividend Fund	2.38%
Janus Henderson Horizon Global Sustainable Equity Fund	1.98%
Loomis Sayles U.S. Growth Equity	1.05%
Covéa Actions Monde	1.04%
BNP Paribas US Small Cap	0.92%
Mirova Global Sustainable Equity	0.81%
EdR Fund Healthcare	0.67%
Ofi Invest Grandes Marques	0.33%
FTGF Royce US Small Cap Opportunity Fund	-0.17%
BNP Paribas Aqua	-0.27%
Thematics Water	-0.36%
M&G (Lux) Global Listed Infrastructure Fund	-0.46%
Comgest Monde	-0.70%
Echiquier Global Tech	-1.29%
AXA WF Robotech	-1.57%
MS INVF Global Opportunity	-2.31%
CPR Global Disruptive Opportunities	-2.42%
JPMorgan Funds - America Equity	-2.75%
Pictet - Water	-4.40%
Franklin U.S. Opportunities Fund	-4.61%
Athymis Millennial	-5.07%
ODDO BHF Global Equity Stars	-5.23%
Thematics Meta	-5.48%
Pictet - Security	-7.91%
MS INVF Global Brands	-12.59%
Franklin India Fund	-15.26%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	13.47%
Pictet TR - Atlas Titan	12.68%
RAM European Market Neutral Equities	8.42%
H2O Adagio	8.40%
Fidelity Absolute Return Global Equity Fund	8.38%
Syquant Capital - Helium Selection	7.55%
Pictet TR - Atlas	6.71%
Sienna Performance Absolue Défensif	6.18%
Exane Pleiade	5.36%
M&G (Lux) Episode Macro Fund	4.98%
Cigogne UCITS Credit Opportunities	4.67%
BNP Paribas Global Absolute Return Bond	4.50%
DNCA Invest Alpha Bonds	4.46%
AXA WF Euro Credit Total Return	3.69%
Candriam Absolute Return Equity Market Neutral	2.33%
Candriam Bonds Credit Alpha	2.26%

Palmarès des fonds ayant un ratio de Sharpe > 1 sur 5 ans

Le ratio de Sharpe mesure la rentabilité excédentaire par rapport au Taux de l'argent sans risque d'un portefeuille d'actifs divisé par l'écart type de cette rentabilité. C'est donc une mesure de la rentabilité marginale par unité de risque.

Il permet de mesurer les performances de gérants pratiquant des politiques de risque différentes.

Si le ratio est supérieur à 1, le rendement du portefeuille dépasse la performance du référentiel pour une prise de risque ad hoc. Autrement dit, la sur-performance ne se fait pas au prix d'un risque trop élevé.

Syquant Capital - Helium Selection : 2.43

Jupiter Merian Global Equity Absolute Return : 1.64

Alken Fund Small Cap Europe : 1.57

Indépendance Europe Small : 1.55

Axiom European Banks Equity : 1.45

HMG Globetrotter : 1.41

SLF (F) Opportunité High Yield 2028 : 1.36

Omnibond : 1.23

GF Ambition Solidaire : 1.21

JPMorgan Euroland Dynamic : 1.14

JPMorgan Funds - America Equity : 1.13

H2O Multiequities : 1.13

BDL Rempart : 1.12

JPMorgan Funds - Global Dividend : 1.12

DNCA Invest Alpha Bonds : 1.11

EdR Fund Big Data : 1.08

Groupama Global Active Equity : 1.06

Moneta Long Short: 1.06

VALBOA Exclusif : 1.06

Tocqueville Value Euro ISR: 1.04

Fidelity Global Technology : 1.04

Pictet - Atlas Titan : 1.01

Sienna Performance Absolue Défensif : 1.01

Publié le mercredi 3 décembre 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	62.58%
Alken Fund Small Cap Europe	55.74%
Indépendance Europe Small	46.23%
Tocqueville Value Euro ISR	31.98%
Tailor Actions Avenir ISR	31.07%
JPMorgan Euroland Dynamic	28.78%
Groupama Opportunities Europe	27.04%
Moneta Multi Caps	25.35%
Uzès WWW Perf	22.96%
BDL Convictions	22.69%
IDE Dynamic Euro	21.98%
Indépendance France Small & Mid	20.91%
Tocqueville Euro Equity ISR	19.12%
VALBOA Engagement ISR	19.04%
R-co 4Change Net Zero Equity Euro	18.65%
Ecofi Smart Transition	18.49%
Mandarine Premium Europe	18.36%
Quadrige France Smallcaps	17.09%
DNCA Invest Archer Mid-Cap Europe	15.62%
Lazard Small Caps Euro	15.59%
Sycomore Sélection Responsable	14.91%
Tikehau European Sovereignty	13.72%
EdR SICAV Tricolore Convictions	13.38%
Sycomore Europe Happy @ Work	13.14%
Covéa Perspectives Entreprises	13.11%
Europe Income Family	12.96%
ADS Venn Collective Alpha Europe	12.08%
Groupama Avenir PME Europe	11.81%
Mandarine Europe Microcap	11.22%
Fidelity Europe	10.55%
Mirova Europe Environmental Equity	10.20%
Norden SRI	9.64%
HMG Découvertes	9.25%
Gay-Lussac Microcaps Europe	8.97%
Mandarine Unique	6.72%
Dorval Drivers Europe	6.13%
ELEVA Leaders Small & Mid Cap Europe	5.82%
Tocqueville Croissance Euro ISR	5.46%
CPR Croissance Dynamique	5.09%
VEGA Europe Convictions ISR	4.38%
VEGA France Opportunités ISR	3.59%
Echiquier Agenor SRI Mid Cap Europe	2.83%
LFR Euro Développement Durable ISR	2.66%
Amplegest Pricing Power	0.00%
Eiffel Nova Europe ISR	-4.64%
Echiquier Major SRI Growth Europe	-4.89%
ADS Venn Collective Alpha US	-6.34%
DNCA Invest SRI Norden Europe	-6.55%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	18.65%
Dorval European Climate Initiative	15.70%
EdR SICAV Euro Sustainable Equity	13.85%
BDL Transitions Megatrends	12.60%
Palatine Europe Sustainable Employment	10.99%
La Française Credit Innovation	4.70%
Aesculape SRI	4.07%
DNCA Invest Beyond Semperosa	3.18%
Triodos Impact Mixed	0.80%
Triodos Global Equities Impact	0.13%
Triodos Future Generations	-1.63%
Echiquier Positive Impact Europe	-2.63%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	25.40%
Axiom Emerging Markets Corporate Bonds	7.76%
IVO EM Corporate Debt UCITS	6.68%
IVO Global High Yield	6.63%
Carmignac Portfolio Credit	6.46%
LO Fallen Angels	6.13%
FTGF Brandywine Global Income Optimiser Fund	5.99%
IVO EM Corporate Debt Short Duration SRI	5.81%
Lazard Credit Fi SRI	5.76%
Axiom Obligataire	5.74%
Omnibond	5.72%
Lazard Credit Opportunities	5.65%
Income Euro Sélection	5.46%
EdR SICAV Financial Bonds	5.22%
Schelcher Global Yield 2028	4.95%
La Française Credit Innovation	4.70%
Tikehau European High Yield	4.55%
Jupiter Dynamic Bond	4.55%
Axiom Short Duration Bond	4.49%
Ofi Invest High Yield 2029	4.32%
DNCA Invest Credit Conviction	4.30%
EdR SICAV Short Duration Credit	4.25%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.21%
Ostrum SRI Crossover	4.01%
Pluvalca Credit Opportunities 2028	3.92%
Alken Fund Income Opportunities	3.88%
La Française Rendement Global 2028	3.87%
SLF (F) Opportunité High Yield 2028	3.84%
Auris Investment Grade	3.81%
Tikehau 2027	3.78%
Hugau Obli 1-3	3.69%
R-co Conviction Credit Euro	3.68%
Hugau Obli 3-5	3.56%
EdR SICAV Millesima 2030	3.55%
Tikehau 2029	3.46%
Ofi Invest Alpha Yield	3.42%
Eiffel Rendement 2028	3.32%
Tailor Credit 2028	3.21%
Auris Euro Rendement	2.99%
Tailor Crédit Rendement Cible	2.94%
EdR Fund Bond Allocation	2.72%
M All Weather Bonds	2.64%
Mandarine Credit Opportunities	2.07%
Sanso Short Duration	1.84%
LO Funds - Short-Term Money Market CHF	0.74%
Epsilon Euro Bond	0.06%
AXA IM FIIS US Short Duration High Yield	-6.41%
Amundi Cash USD	-8.26%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-11.19%

Palmarès des fonds ayant un ratio de Sharpe > 1 sur 5 ans

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