CAC 40 Perf Jour Perf Ytd
8126.53 +0.68% -0.28%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Multistrategies 7.01%
Clartan Valeurs Grand Prix de la Finance 6.14%
BNY Mellon Global Real Return Fund (EUR) 4.63%
First Eagle Amundi International Fund 4.60%
Nova Dynamique 4.08%
H2O Moderato Grand Prix de la Finance 4.02%
GF Ambition Solidaire 3.59%
Ginjer Actifs 360 Grand Prix de la Finance 3.41%
Mandarine Solution 3.28%
GIS Global Multi Asset Income 3.06%
R-co Valor Grand Prix de la Finance 2.78%
BDL Rempart Grand Prix de la Finance 2.67%
AXA WF Global Optimal Income 2.62%
Elkano Global Fund 2.45%
Carmignac Patrimoine Grand Prix de la Finance 2.44%
Varenne Global 2.43%
Russell Inv. MAGS 2.31%
M&G (Lux) Dynamic Allocation Fund 2.17%
ELEVA Global Multi Opportunities 2.14%
R-co Valor Balanced Grand Prix de la Finance 1.91%
Varenne Valeur 1.71%
Eurose Grand Prix de la Finance 1.30%
Dorval Convictions 1.26%
Sycomore Next Generation 1.09%
DNCA Invest Evolutif 1.01%
Tikehau International Cross Assets 0.88%
Echiquier ARTY SRI Grand Prix de la Finance 0.81%
Claresco Allocation Flexible 0.80%
Dorval Global Allocation 0.78%
VEGA Euro Rendement ISR Grand Prix de la Finance 0.75%
Sienna Diversifié Flexible Monde 0.71%
ODDO BHF Polaris Balanced 0.67%
Moneta Long Short 0.56%
Trusteam Optimum 0.54%
Tailor Allocation Defensive Grand Prix de la Finance 0.43%
ACATIS Value Event 0.38%
VEGA Patrimoine ISR 0.02%
Mansartis Investissements ISR -0.43%
IDE Dynamic World Flexible -0.95%
Exane Ceres -3.13%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 20.74%
IAM Space 16.66%
Templeton Emerging Markets Fund 10.14%
GemEquity 9.19%
Piquemal Houghton Global Equities 8.79%
SKAGEN Kon-Tiki 8.68%
Aperture European Innovation 7.33%
Pictet - Clean Energy Transition 6.99%
HMG Globetrotter 5.76%
Candriam Equities L Robotics & Innovative Technology 5.33%
Athymis Industrie 4.0 5.30%
EdR SICAV Global Resilience 5.19%
Sycomore Sustainable Tech 5.16%
H2O Multiequities 5.04%
BNP Paribas Aqua Grand Prix de la Finance 4.98%
Longchamp Dalton Japan Long Only 4.49%
M&G (Lux) European Strategic Value Fund 4.38%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance 4.12%
FTGF ClearBridge Infrastructure Value Fund 3.94%
Thematics Water 3.72%
M&G (Lux) Global Dividend Fund 3.55%
Groupama Global Disruption 3.27%
Groupama Global Active Equity 3.23%
Candriam Equities L Oncology 2.58%
EdR Fund Healthcare 2.41%
Mandarine Global Transition 2.41%
Palatine Amérique 2.16%
Carmignac Investissement Grand Prix de la Finance 2.06%
EdR Fund Big Data Grand Prix de la Finance 1.90%
BNP Paribas US Small Cap 1.83%
Fidelity Global Technology 1.62%
Auris Gravity US Equity Fund 1.49%
Sienna Actions Bas Carbone 1.35%
AXA Aedificandi 1.16%
BNP Paribas Funds Disruptive Technology 1.13%
Echiquier World Equity Growth 1.12%
CPR Global Disruptive Opportunities 0.99%
JPMorgan Funds - Global Dividend 0.90%
CPR Invest Climate Action 0.90%
FTGF Putnam US Research Fund 0.62%
Echiquier Global Tech 0.59%
Sienna Actions Internationales 0.54%
DNCA Invest Sustain Semperosa 0.34%
Athymis Millennial 0.21%
Pictet-Robotics 0.04%
R-co Thematic Real Estate Grand Prix de la Finance -0.15%
GIS Sycomore Ageing Population -0.21%
Thematics AI and Robotics -0.28%
Square Megatrends Champions -0.57%
Claresco USA -0.77%
Franklin Technology Fund -0.81%
JPMorgan Funds - America Equity -0.89%
Ofi Invest Grandes Marques -0.89%
Comgest Monde Grand Prix de la Finance -1.18%
Thematics Meta -1.22%
ODDO BHF Artificial Intelligence -1.30%
Mirova Global Sustainable Equity -1.36%
Echiquier Artificial Intelligence Grand Prix de la Finance -1.86%
Loomis Sayles U.S. Growth Equity -2.74%
Pictet - Digital -3.99%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 3.14%
ELEVA Absolute Return Dynamic 2.90%
Alken Fund Absolute Return Europe 1.89%
H2O Adagio 1.78%
Pictet TR - Sirius 1.68%
Pictet TR - Atlas 1.55%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.14%
Sienna Performance Absolue Défensif 0.94%
JPMorgan Funds - Europe Equity Absolute Alpha 0.93%
Candriam Absolute Return Equity Market Neutral 0.89%
AXA WF Euro Credit Total Return 0.87%
Jupiter Merian Global Equity Absolute Return 0.70%
ELEVA Global Bonds Opportunities 0.65%
Cigogne UCITS Credit Opportunities 0.48%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.44%
Exane Pleiade Grand Prix de la Finance 0.32%
Candriam Bonds Credit Alpha 0.26%
BNP Paribas Global Absolute Return Bond 0.13%
RAM European Market Neutral Equities -0.16%
Fidelity Absolute Return Global Equity Fund -0.39%
Articles Produits

Palmarès des fonds diversifiés selon l'échelle de risque…

 

 

L'échelle de risque,de 1 à 7, est dite SRI (Synthetic Risk Indicator).

 

« Le SRI est une matrice intégrant le risque marché sur une dimension et le risque crédit sur une autre. Par exemple, pour un fonds multi-asset dont le risque crédit est de 4 et le risque marché de 4, le SRI sera de 5/7. Pour les fonds actions, le risque crédit est de 1 (aucun risque crédit) », explique Pictet Asset Management.

 

Palmarès de quelques fonds diversifiés selon leur SRI

 

SRI 2
Tailor Allocation Defensive +5,40% YTD
Dorval Global Conservative +3,87% YTD
SRI 3
DNCA Invest Evolutif +11,50% YTD
R-co Valor Balanced +10,40% YTD
Russell Inv. MAGS +9,13% YTD
Ofi Invest ESG MultiTrack +8,31% YTD
ODDO BHF Exklusiv : Polaris Balanced +7,54% YTD
BNY Mellon Global Real Return Fund (EUR) +6,65% YTD
Dorval Global Allocation +6,48% YTD
M&G (Lux) Dynamic Allocation Fund +6,37% YTD
Carmignac Patrimoine +5,79% YTD
Tikehau International Cross Assets +5,73% YTD
Sienna Diversifié Flexible Monde +5,27% YTD
VEGA Euro Rendement ISR +5,08% YTD
Echiquier Allocation Flexible +5,01% YTD
Equilibre Ecologique +4,76% YTD
GIS Global Multi Asset Income +4,65% YTD
Mandarine Solution +4,57% YTD
Exane Ceres +4,46% YTD
Sycomore Next Generation +4,36% YTD
Lazard Patrimoine Opportunities SRI +4,04% YTD
Echiquier ARTY SRI +3,92% YTD
Auris Diversified Beta +3,49% YTD
BDL Rempart +2,92% YTD
Moneta Long Short +2,90% YTD
Eurose +2,86% YTD
Exclusif 21 +2,57% YTD
Trusteam ROC Flex +2,23% YTD
JPMorgan Funds - Global Macro Opportunities +2,21% YTD
Ruffer Total Return International +1,67% YTD
Lazard Patrimoine SRI +1,27% YTD
Vivienne Ouessant +0,86% YTD
Gay-Lussac Europe Flex -2,04% YTD
SRI 4
First Eagle Amundi International Fund +14,92% YTD
R-co Valor +14,70% YTD
IDE Dynamic World Flexible +12,65% YTD
GF Ambition Solidaire +10,24% YTD
ACATIS Value Event +8,66% YTD
Mansartis Investissements ISR +7,75% YTD
Dorval Convictions +7,17% YTD
Ginjer Actifs 360 +5,27% YTD
VEGA Patrimoine ISR +4,15% YTD
Cogefi Flex Dynamic +2,15% YTD
SRI 5
H2O Moderato +3,23% YTD

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mercredi 2 octobre 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Chahine Funds - Equity Continental Europe 5.39%
Quadrige France Smallcaps 4.52%
Mandarine Premium Europe 4.14%
Pluvalca Initiatives PME 3.84%
Groupama Opportunities Europe 3.81%
Independance Europe Mid 3.64%
JPMorgan Euroland Dynamic 3.51%
Tikehau European Sovereignty 3.44%
Mandarine Europe Microcap 3.39%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.35%
IDE Dynamic Euro 3.05%
BDL Convictions Grand Prix de la Finance 2.94%
Indépendance France Small & Mid Grand Prix de la Finance 2.86%
HMG Découvertes 2.79%
Alken European Opportunities 2.61%
Gay-Lussac Microcaps Europe 2.51%
Fidelity Europe 2.12%
Uzès WWW Perf 2.11%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.09%
Sycomore Sélection Responsable 2.07%
Mandarine Unique 2.01%
Sycomore Europe Happy @ Work 2.01%
Lazard Small Caps Euro 1.99%
ODDO BHF Active Small Cap 1.98%
Tailor Actions Entrepreneurs 1.88%
Tocqueville Euro Equity ISR 1.82%
Moneta Multi Caps Grand Prix de la Finance 1.78%
Maxima 1.45%
CPR Croissance Dynamique 1.35%
Axiom European Banks Equity 1.31%
Tocqueville Croissance Euro ISR 1.06%
Amplegest Pricing Power Grand Prix de la Finance 0.87%
R-co 4Change Net Zero Equity Euro 0.68%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 0.53%
LFR Inclusion Responsable ISR 0.50%
Tocqueville Value Euro ISR 0.16%
VEGA Europe Convictions ISR -0.03%
Groupama Avenir PME Europe Grand Prix de la Finance -0.10%
Tailor Actions Avenir ISR -0.31%
Europe Income Family -0.39%
DNCA Invest SRI Norden Europe -0.44%
Dorval Drivers Europe -1.12%
VEGA France Opportunités ISR -1.39%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -2.26%
Eiffel Nova Europe ISR -3.21%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 5.95%
Templeton Global Total Return Fund 2.14%
Jupiter Dynamic Bond 1.61%
LO Funds - Short-Term Money Market CHF 1.55%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.26%
Axiom Emerging Markets Corporate Bonds 1.25%
IVO EM Corporate Debt Short Duration SRI 1.13%
Lazard Credit Opportunities 1.13%
IVO Global High Yield 1.10%
Axiom Obligataire Grand Prix de la Finance 0.93%
R-co Conviction Credit Euro Grand Prix de la Finance 0.92%
EdR SICAV Financial Bonds 0.89%
Lazard Credit Fi SRI 0.82%
Ostrum Euro High Income Fund 0.78%
Carmignac Portfolio Credit 0.78%
Omnibond 0.77%
Schelcher Global Yield 2028 0.74%
Lazard Euro Short Duration Income Opportunities SRI 0.73%
Ofi Invest Alpha Yield 0.73%
Hugau Obli 3-5 0.72%
M International Convertible 2028 0.65%
Tailor Crédit Rendement Cible 0.65%
DNCA Invest Credit Conviction 0.62%
MacroSphere Global Fund 0.57%
LO Fallen Angels 0.54%
Hugau Obli 1-3 0.54%
Tikehau 2031 0.54%
Ostrum SRI Crossover 0.53%
EdR Fund Bond Allocation 0.52%
Tikehau European High Yield 0.51%
Mandarine Credit Opportunities 0.50%
Auris Euro Rendement 0.47%
Franklin Euro Short Duration Bond Fund 0.45%
Axiom Short Duration Bond 0.42%
Income Euro Sélection 0.40%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.37%
EdR SICAV Millesima 2030 0.30%
EdR SICAV Short Duration Credit 0.30%
SLF (F) Opportunité High Yield 2028 0.29%
La Française Credit Innovation 0.22%
Eiffel Rendement 2028 0.21%
M&G (Lux) Emerging Markets Bond Fund -0.14%
Amundi Cash USD -0.96%