CAC 40	Perf Jour	Perf Ytd
7743.75	+0.64%	+4.92%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	14.08%
BDL Rempart	13.31%
GF Ambition Solidaire	12.30%
Ginjer Actifs 360	8.89%
Moneta Long Short	8.34%
Exane Ceres	6.77%
Dorval Convictions	6.21%
Ruffer Total Return International	4.93%
Eurose	4.58%
VEGA Patrimoine ISR	3.67%
M&G (Lux) Dynamic Allocation Fund	3.23%
Gay-Lussac Europe Flex	3.23%
Carmignac Patrimoine	3.10%
Claresco Allocation Flexible	2.92%
Echiquier ARTY SRI	2.59%
ELEVA AR - Dynamic	2.47%
Auris Diversified Beta	2.12%
VALBOA Exclusif	1.58%
Trusteam Optimum	1.26%
VEGA Euro Rendement ISR	0.84%
Dorval Global Allocation	0.82%
BNY Mellon Global Real Return Fund (EUR)	0.73%
Tailor Allocation Defensive	0.42%
Sienna Diversifié Flexible Monde	0.28%
Sycomore Next Generation	0.09%
Tikehau International Cross Assets	-0.14%
ELEVA Global Multi Opportunities	-0.20%
AXA WF Global Optimal Income	-0.26%
Elkano Global Fund	-0.28%
R-co Valor Balanced	-0.48%
Lazard Patrimoine SRI	-0.55%
ACATIS Value Event	-0.62%
Ofi Invest ESG MultiTrack	-0.82%
Russell Inv. MAGS	-1.07%
Mandarine Solution	-1.25%
DNCA Invest Evolutif	-1.72%
R-co Valor	-1.96%
Monocle Fund	-2.75%
Echiquier Allocation Flexible	-2.90%
First Eagle Amundi International Fund	-3.01%
GIS Global Multi Asset Income	-3.03%
ODDO BHF Polaris Balanced	-3.53%
Mansartis Investissements ISR	-4.86%
IDE Dynamic World Flexible	-5.60%
Nova Dynamique	-5.67%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	33.01%
Aperture European Innovation	7.66%
Sienna Actions Bas Carbone	7.22%
Digital Stars Europe	6.73%
AXA Aedificandi	5.67%
Piquemal Houghton Global Equities	5.23%
R-co Thematic Real Estate	4.80%
Jupiter Financial Innovation	3.14%
FTGF ClearBridge Infrastructure Value	2.84%
GIS SRI Ageing Population	2.83%
DNCA Invest Beyond Semperosa	0.11%
M&G (Lux) Global Listed Infrastructure Fund	-0.72%
Athymis Industrie 4.0	-2.02%
HMG Globetrotter	-2.27%
Janus Henderson Horizon Global Sustainable Equity Fund	-2.29%
MS INVF Global Opportunity	-3.17%
JPMorgan Funds - Global Dividend	-3.68%
Auris Gravity US Equity Fund	-3.73%
BNP Paribas Aqua	-3.88%
Thematics Water	-4.05%
Pictet - Water	-4.70%
Mandarine Global Transition	-4.71%
MS INVF Global Brands	-4.76%
EdR Fund Big Data	-4.86%
Carmignac Investissement	-5.45%
VIA Smart Equity World	-5.47%
Candriam Equities L Oncology	-6.48%
Comgest Monde	-6.78%
Square Megatrends Champions	-6.86%
CPR Invest Climate Action	-7.30%
M&G (Lux) Global Dividend Fund	-7.36%
Candriam Equities L Robotics & Innovative Technology	-7.55%
Pictet - Digital	-7.60%
Sienna Actions Internationales	-7.63%
Fidelity Global Technology	-7.71%
Thematics Meta	-7.73%
Mirova Global Sustainable Equity	-7.96%
Pictet - Security	-8.16%
Russell Inv. World Equity Fund	-8.34%
Echiquier World Equity Growth	-8.58%
ODDO BHF Global Equity Stars	-8.78%
Sanso Smart Climate	-8.78%
JPMorgan Funds - Global Select Equity	-9.11%
Covéa Actions Monde	-9.72%
Groupama Global Active Equity	-10.03%
Covéa Ruptures	-10.18%
EdR Fund US Value	-10.92%
Sycomore Sustainable Tech	-11.01%
Echiquier Artificial Intelligence	-11.09%
Groupama Global Disruption	-11.10%
Ofi Invest ESG Grandes Marques	-11.23%
Athymis Millennial	-11.35%
EdR Fund Healthcare	-11.57%
Franklin India Fund	-12.09%
JPMorgan Funds - America Equity	-12.22%
JPMorgan Funds - US Technology	-12.30%
ODDO BHF Artificial Intelligence	-12.39%
Pictet - Clean Energy Transition	-12.52%
Eurizon Fund Equity Innovation	-12.97%
Thematics AI and Robotics	-13.15%
Franklin U.S. Opportunities Fund	-13.23%
Tocqueville Global Tech ISR	-13.25%
Loomis Sayles U.S. Growth Equity	-14.13%
Franklin Technology Fund	-14.56%
CPR Global Disruptive Opportunities	-15.11%
AXA WF Robotech	-15.52%
BNP Paribas Funds Disruptive Technology	-15.78%
BNP Paribas US Small Cap	-16.10%
Claresco USA	-16.12%
R-co Thematic Blockchain Global Equity	-16.24%
FTGF Royce US Small Cap Opportunity Fund	-18.46%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	6.39%
Jupiter Merian Global Equity Absolute Return	5.02%
M&G (Lux) Episode Macro Fund	5.01%
H2O Adagio	4.91%
BNP Paribas Global Absolute Return Bond	3.58%
Sienna Performance Absolue Défensif	2.68%
Exane Pleiade	2.55%
Fidelity Absolute Return Global Equity Fund	2.20%
DNCA Invest Alpha Bonds	1.81%
Cigogne UCITS Credit Opportunities	1.74%
Candriam Bonds Credit Alpha	1.45%
Syquant Capital - Helium Selection	1.43%
AXA WF Euro Credit Total Return	1.16%
Pictet TR - Atlas Titan	0.65%
Pictet TR - Atlas	0.54%
Candriam Absolute Return Equity Market Neutral	0.28%

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

Publié le mercredi 2 octobre 2024

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	27.00%
Alken Fund Small Cap Europe	26.97%
Indépendance Europe Small	19.03%
Tailor Actions Avenir ISR	15.56%
Groupama Opportunities Europe	13.00%
BDL Convictions	12.63%
Indépendance France Small & Mid	10.74%
Uzès WWW Perf	9.50%
Covéa Perspectives Entreprises	9.32%
DNCA Invest Archer Mid-Cap Europe	9.23%
VALBOA Engagement ISR	9.19%
Richelieu Family	8.76%
Ecofi Smart Transition	7.85%
Tocqueville Euro Equity ISR	7.82%
Moneta Multi Caps	7.41%
Europe Income Family	7.16%
R-co 4Change Net Zero Equity Euro	6.89%
EdR SICAV Tricolore Convictions	6.86%
Sycomore Europe Happy @ Work	6.40%
Quadrige France Smallcaps	5.98%
Mandarine Premium Europe	5.85%
Fidelity Europe	5.84%
Mandarine Europe Microcap	5.40%
ADS Venn Collective Alpha Europe	4.11%
Dorval Drivers Europe	3.96%
ELEVA Leaders Small & Mid Cap Europe	3.70%
HMG Découvertes	3.46%
Mirova Europe Environmental Equity	3.12%
Gay-Lussac Microcaps Europe	2.66%
Sycomore Europe Eco Solutions	2.21%
Norden SRI	2.19%
Palatine Europe Sustainable Employment	1.48%
Mandarine Unique	1.22%
Echiquier Positive Impact Europe	0.16%
LFR Euro Développement Durable ISR	-0.01%
Tocqueville Croissance Euro ISR	-0.35%
Lazard Small Caps France	-0.41%
Amplegest Pricing Power	-0.43%
VEGA France Opportunités ISR	-0.63%
DNCA Invest SRI Norden Europe	-2.43%
VEGA Europe Convictions ISR	-2.76%
Eiffel Nova Europe ISR	-3.37%
Echiquier Major SRI Growth Europe	-3.52%
CPR Croissance Dynamique	-7.38%
ADS Venn Collective Alpha US	-13.01%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	7.36%
R-co 4Change Net Zero Equity Euro	6.89%
EdR SICAV Euro Sustainable Equity	6.12%
La Française Credit Innovation	1.31%
Echiquier Positive Impact Europe	0.16%
DNCA Invest Beyond Semperosa	0.11%
Triodos Future Generations	0.00%
Equilibre Ecologique	-0.91%
BDL Transitions Megatrends	-1.89%
Triodos Impact Mixed	-2.54%
Triodos Global Equities Impact	-6.36%
Aesculape SRI	-8.91%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	16.55%
Income Euro Sélection	1.95%
Axiom Short Duration Bond	1.93%
Carmignac Portfolio Credit	1.92%
Axiom Obligataire	1.84%
Jupiter Dynamic Bond	1.78%
DNCA Invest Credit Conviction	1.61%
Alken Fund Income Opportunities	1.59%
IVO Global Opportunities	1.57%
SLF (LUX) Bond High Yield Opportunity 2026	1.54%
Ostrum SRI Crossover	1.43%
La Française Credit Innovation	1.31%
R-co Conviction Credit Euro	1.24%
Tikehau 2029	1.12%
Epsilon Euro Bond	1.09%
Tailor Crédit Rendement Cible	1.07%
IVO EM Corporate Debt Short Duration SRI	1.06%
Mandarine Credit Opportunities	1.05%
Pluvalca Credit Opportunities 2028	1.05%
Tikehau 2027	1.03%
Schelcher Global Yield 2028	1.01%
Groupama Alpha Fixed Income Plus	1.00%
FTGF Brandywine Global Income Optimiser Fund	0.91%
Ofi Invest High Yield 2029	0.81%
Ofi Invest Alpha Yield	0.74%
Tikehau European High Yield	0.73%
Auris Investment Grade	0.68%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.63%
LO Funds - Short-Term Money Market CHF	0.62%
Omnibond	0.59%
La Française Rendement Global 2028	0.54%
Auris Euro Rendement	0.49%
M All Weather Bonds	0.44%
Tailor Credit 2028	0.40%
Sanso Short Duration	0.34%
Richelieu Euro Credit Unconstrained	-0.03%
EdR Fund Bond Allocation	-0.04%
Eiffel Rendement 2028	-0.31%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.37%
IVO EM Corporate Debt UCITS	-0.72%
Lazard Credit Opportunities	-0.82%
AXA IM FIIS US Short Duration High Yield	-6.51%
Amundi Cash USD	-6.78%