CAC 40 Perf Jour Perf Ytd
8229.63 -0.12% +11.49%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 24.39%
Moneta Long Short 20.60%
Ginjer Actifs 360 Grand Prix de la Finance 19.66%
Clartan Valeurs 18.72%
H2O Moderato 18.46%
AXA WF Global Optimal Income 16.33%
BDL Rempart Grand Prix de la Finance 15.95%
R-co Valor Grand Prix de la Finance 15.44%
Claresco Allocation Flexible 14.59%
Carmignac Patrimoine 12.42%
M&G (Lux) Dynamic Allocation Fund 12.23%
ELEVA Global Multi Opportunities 11.52%
Dorval Convictions 11.25%
VEGA Patrimoine ISR 10.20%
R-co Valor Balanced Grand Prix de la Finance 10.16%
Exane Ceres 9.64%
ELEVA AR - Dynamic 9.57%
Sienna Diversifié Flexible Monde 9.18%
First Eagle Amundi International Fund 8.75%
Ruffer Total Return International 8.72%
Ofi Invest ESG MultiTrack 8.60%
Russell Inv. MAGS 8.40%
GIS Global Multi Asset Income 7.92%
Auris Diversified Beta 7.89%
Mandarine Solution 7.52%
Eurose Grand Prix de la Finance 7.42%
BNY Mellon Global Real Return Fund (EUR) 7.33%
Dorval Global Allocation 7.19%
Elkano Global Fund 6.86%
IDE Dynamic World Flexible 6.17%
DNCA Invest Evolutif 6.12%
Nova Dynamique 5.75%
VALBOA Exclusif 5.54%
Echiquier ARTY SRI Grand Prix de la Finance 4.86%
Sycomore Next Generation 4.77%
Tikehau International Cross Assets 4.47%
Monocle Fund 4.28%
Trusteam Optimum 3.76%
VEGA Euro Rendement ISR 3.64%
Tailor Allocation Defensive Grand Prix de la Finance 3.41%
ACATIS Value Event 2.15%
ODDO BHF Polaris Balanced 1.01%
Mansartis Investissements ISR -0.16%
Gay-Lussac Europe Flex -0.97%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.64%
R-co Thematic Blockchain Global Equity 35.17%
Jupiter Financial Innovation 25.55%
Candriam Equities L Robotics & Innovative Technology 23.82%
GemEquity 23.21%
Digital Stars Europe 20.25%
Aperture European Innovation 20.07%
Echiquier Artificial Intelligence Grand Prix de la Finance 18.91%
Tikehau European Sovereignty 18.91%
Carmignac Investissement Grand Prix de la Finance 17.47%
Sienna Actions Bas Carbone 16.90%
Piquemal Houghton Global Equities 16.80%
Auris Gravity US Equity Fund 15.76%
Sycomore Sustainable Tech 15.32%
Athymis Industrie 4.0 13.76%
BNP Paribas Funds Disruptive Technology 13.10%
Fidelity Global Technology 12.46%
Franklin Technology Fund 12.04%
HMG Globetrotter 11.71%
AXA Aedificandi 11.59%
Pictet - Clean Energy Transition Grand Prix de la Finance 11.56%
JPMorgan Funds - US Technology 10.98%
EdRS Global Resilience 10.94%
Square Megatrends Champions 10.70%
Thematics AI and Robotics 10.21%
Pictet - Digital 10.01%
R-co Thematic Real Estate 9.66%
Groupama Global Disruption 9.42%
Groupama Global Active Equity 9.12%
FTGF ClearBridge Infrastructure Value 8.20%
Candriam Equities L Oncology 8.17%
ODDO BHF Artificial Intelligence 8.14%
Sienna Actions Internationales 7.17%
Echiquier Global Tech 7.10%
GIS Sycomore Ageing Population 6.77%
Eurizon Fund Equity Innovation 6.71%
Mandarine Global Transition 6.35%
Janus Henderson Horizon Global Sustainable Equity Fund 5.80%
EdR Fund Big Data Grand Prix de la Finance 5.21%
Covéa Ruptures 5.05%
MS INVF Global Opportunity 4.94%
Palatine Amérique 4.88%
DNCA Invest Beyond Semperosa 4.72%
Echiquier World Equity Growth Grand Prix de la Finance 4.54%
CPR Invest Climate Action 4.49%
JPMorgan Funds - Global Dividend 4.47%
BNP Paribas Aqua Grand Prix de la Finance 4.16%
Russell Inv. World Equity Fund 4.05%
Sanso Smart Climate Grand Prix de la Finance 4.00%
Thematics Water 3.63%
Mirova Global Sustainable Equity 3.31%
Loomis Sayles U.S. Growth Equity 2.85%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 2.17%
Comgest Monde Grand Prix de la Finance 2.03%
CPR Global Disruptive Opportunities 1.94%
AXA WF Robotech 1.72%
Covéa Actions Monde 1.42%
Claresco USA 1.02%
FTGF Royce US Small Cap Opportunity Fund 0.94%
Pictet - Security 0.54%
Ofi Invest Grandes Marques -0.16%
Pictet - Water Grand Prix de la Finance -0.44%
Thematics Meta -0.87%
Franklin U.S. Opportunities Fund -1.06%
M&G (Lux) Global Dividend Fund -1.21%
JPMorgan Funds - America Equity -1.34%
BNP Paribas US Small Cap -1.73%
ODDO BHF Global Equity Stars -2.22%
EdR Fund Healthcare -2.56%
Athymis Millennial -3.57%
MS INVF Global Brands -9.17%
Franklin India Fund -12.23%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 10.60%
H2O Adagio 7.98%
Sienna Performance Absolue Défensif 6.99%
M&G (Lux) Episode Macro Fund 6.86%
RAM European Market Neutral Equities 6.58%
Jupiter Merian Global Equity Absolute Return 6.43%
Syquant Capital - Helium Selection 6.24%
BNP Paribas Global Absolute Return Bond 5.89%
Pictet TR - Atlas 5.70%
DNCA Invest Alpha Bonds Grand Prix de la Finance 5.05%
Fidelity Absolute Return Global Equity Fund 4.83%
Exane Pleiade 4.68%
Cigogne UCITS Credit Opportunities 4.34%
AXA WF Euro Credit Total Return 4.08%
Candriam Bonds Credit Alpha 2.07%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.70%
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
Alken Fund Small Cap Europe 54.16%
Axiom European Banks Equity Grand Prix de la Finance 48.49%
Indépendance Europe Small Grand Prix de la Finance 43.29%
Tailor Actions Avenir ISR 32.40%
JPMorgan Euroland Dynamic 27.73%
IDE Dynamic Euro 26.14%
Moneta Multi Caps Grand Prix de la Finance 24.79%
Tocqueville Value Euro ISR 24.59%
Uzès WWW Perf 24.50%
Groupama Opportunities Europe 23.72%
Indépendance France Small & Mid Grand Prix de la Finance 22.24%
BDL Convictions Grand Prix de la Finance 22.21%
Quadrige France Smallcaps 21.25%
Tocqueville Euro Equity ISR 18.60%
Ecofi Smart Transition 18.14%
VALBOA Engagement ISR 18.04%
R-co 4Change Net Zero Equity Euro 17.84%
Sycomore Sélection Responsable 16.51%
DNCA Invest Archer Mid-Cap Europe 16.40%
Covéa Perspectives Entreprises 16.21%
Lazard Small Caps Euro 15.97%
Mandarine Premium Europe 15.89%
EdR SICAV Tricolore Convictions 14.91%
Groupama Avenir PME Europe 14.14%
Mandarine Europe Microcap 13.47%
Europe Income Family 13.45%
Sycomore Europe Happy @ Work 12.87%
Fidelity Europe 11.03%
Mirova Europe Environmental Equity 10.20%
Gay-Lussac Microcaps Europe 10.13%
ADS Venn Collective Alpha Europe 9.49%
Norden SRI 8.36%
Tocqueville Croissance Euro ISR 8.29%
Dorval Drivers Europe 8.02%
ELEVA Leaders Small & Mid Cap Europe 8.01%
VEGA France Opportunités ISR 7.62%
Mandarine Unique 7.29%
HMG Découvertes 7.24%
LFR Euro Développement Durable ISR 6.97%
VEGA Europe Convictions ISR 5.94%
CPR Croissance Dynamique 4.85%
Amplegest Pricing Power Grand Prix de la Finance 4.81%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 4.51%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -1.54%
Eiffel Nova Europe ISR -1.85%
DNCA Invest SRI Norden Europe -3.38%
ADS Venn Collective Alpha US -5.38%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.35%
Axiom Emerging Markets Corporate Bonds 6.57%
Carmignac Portfolio Credit 6.37%
IVO Global High Yield 6.24%
Axiom Obligataire Grand Prix de la Finance 6.11%
IVO EM Corporate Debt UCITS 5.66%
LO Fallen Angels 5.60%
Lazard Credit Fi SRI 5.59%
Jupiter Dynamic Bond 5.53%
FTGF Brandywine Global Income Optimiser Fund 5.33%
EdR SICAV Financial Bonds 5.13%
IVO EM Corporate Debt Short Duration SRI 5.01%
Income Euro Sélection 5.00%
DNCA Invest Credit Conviction 4.80%
Lazard Credit Opportunities 4.68%
Omnibond 4.47%
La Française Credit Innovation 4.46%
Axiom Short Duration Bond 4.40%
Schelcher Global Yield 2028 4.34%
Alken Fund Income Opportunities 4.20%
R-co Conviction Credit Euro 4.04%
Tikehau European High Yield 3.99%
Ostrum SRI Crossover 3.88%
EdR SICAV Short Duration Credit 3.86%
Tikehau 2029 3.80%
Ofi Invest High Yield 2029 3.78%
Ofi Invest Alpha Yield 3.61%
Hugau Obli 1-3 3.53%
M All Weather Bonds 3.48%
Hugau Obli 3-5 3.48%
Auris Investment Grade 3.47%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.36%
La Française Rendement Global 2028 3.29%
EdR SICAV Millesima 2030 3.28%
SLF (F) Opportunité High Yield 2028 3.20%
Tailor Crédit Rendement Cible 3.12%
Tikehau 2027 3.08%
Pluvalca Credit Opportunities 2028 3.07%
EdR Fund Bond Allocation 3.06%
Auris Euro Rendement 3.02%
Tailor Credit 2028 2.77%
Mandarine Credit Opportunities 2.50%
Eiffel Rendement 2028 2.35%
Epsilon Euro Bond 1.41%
Sanso Short Duration 1.39%
LO Funds - Short-Term Money Market CHF 1.16%
AXA IM FIIS US Short Duration High Yield -6.19%
Amundi Cash USD -7.74%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.54%