CAC 40	Perf Jour	Perf Ytd
8151.38	+0.01%	+10.44%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	24.46%
H2O Moderato	23.85%
Moneta Long Short	22.01%
Clartan Valeurs	20.20%
GF Ambition Solidaire	19.29%
BDL Rempart	17.98%
R-co Valor	15.04%
Claresco Allocation Flexible	14.56%
AXA WF Global Optimal Income	13.72%
M&G (Lux) Dynamic Allocation Fund	12.21%
Dorval Convictions	11.28%
Carmignac Patrimoine	10.76%
ELEVA Global Multi Opportunities	10.27%
First Eagle Amundi International Fund	10.22%
ELEVA AR - Dynamic	10.07%
R-co Valor Balanced	9.77%
Sienna Diversifié Flexible Monde	9.35%
GIS Global Multi Asset Income	9.24%
VEGA Patrimoine ISR	8.93%
Ruffer Total Return International	8.82%
Russell Inv. MAGS	8.65%
Ofi Invest ESG MultiTrack	8.07%
BNY Mellon Global Real Return Fund (EUR)	7.99%
Auris Diversified Beta	7.89%
Eurose	7.55%
Mandarine Solution	7.49%
Exane Ceres	7.39%
Dorval Global Allocation	7.08%
Nova Dynamique	6.68%
DNCA Invest Evolutif	5.30%
Elkano Global Fund	5.15%
Sycomore Next Generation	4.93%
Tikehau International Cross Assets	4.31%
Echiquier ARTY SRI	4.18%
VALBOA Exclusif	3.93%
Trusteam Optimum	3.30%
Monocle Fund	3.08%
Tailor Allocation Defensive	2.89%
VEGA Euro Rendement ISR	2.77%
IDE Dynamic World Flexible	1.94%
ACATIS Value Event	-0.08%
Mansartis Investissements ISR	-2.86%
ODDO BHF Polaris Balanced	-2.89%
Gay-Lussac Europe Flex	-4.03%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	117.91%
Jupiter Financial Innovation	32.89%
Piquemal Houghton Global Equities	24.67%
Digital Stars Europe	22.17%
Aperture European Innovation	21.30%
Candriam Equities L Oncology	19.59%
Sienna Actions Bas Carbone	17.29%
GemEquity	16.63%
Candriam Equities L Robotics & Innovative Technology	16.30%
Auris Gravity US Equity Fund	15.27%
Carmignac Investissement	14.36%
HMG Globetrotter	12.55%
Echiquier Artificial Intelligence	9.72%
Pictet - Clean Energy Transition	9.40%
Athymis Industrie 4.0	9.19%
Fidelity Global Technology	8.83%
Groupama Global Disruption	8.76%
Sycomore Sustainable Tech	8.74%
Square Megatrends Champions	8.65%
Groupama Global Active Equity	8.42%
R-co Thematic Blockchain Global Equity	7.45%
GIS Sycomore Ageing Population	7.37%
AXA Aedificandi	6.51%
BNP Paribas Funds Disruptive Technology	6.50%
Sienna Actions Internationales	6.43%
FTGF ClearBridge Infrastructure Value	5.98%
Eurizon Fund Equity Innovation	5.78%
EdRS Global Resilience	5.41%
R-co Thematic Real Estate	4.83%
Franklin Technology Fund	4.77%
Russell Inv. World Equity Fund	4.58%
EdR Fund Big Data	4.11%
Pictet - Digital	3.63%
JPMorgan Funds - US Technology	3.56%
Thematics AI and Robotics	3.53%
DNCA Invest Beyond Semperosa	2.90%
JPMorgan Funds - Global Dividend	2.76%
ODDO BHF Artificial Intelligence	2.51%
Covéa Ruptures	2.22%
Echiquier World Equity Growth	2.13%
Sanso Smart Climate	1.93%
CPR Invest Climate Action	1.90%
Mandarine Global Transition	1.90%
Claresco USA	1.88%
Palatine Amérique	1.83%
Janus Henderson Horizon Global Sustainable Equity Fund	1.42%
M&G (Lux) Global Dividend Fund	1.29%
Loomis Sayles U.S. Growth Equity	0.32%
BNP Paribas US Small Cap	-0.22%
Mirova Global Sustainable Equity	-0.32%
Covéa Actions Monde	-0.37%
Thematics Water	-0.56%
BNP Paribas Aqua	-0.96%
EdR Fund Healthcare	-0.98%
Ofi Invest Grandes Marques	-1.04%
FTGF Royce US Small Cap Opportunity Fund	-1.11%
M&G (Lux) Global Listed Infrastructure Fund	-1.21%
Comgest Monde	-1.39%
MS INVF Global Opportunity	-2.34%
AXA WF Robotech	-2.36%
JPMorgan Funds - America Equity	-3.10%
Echiquier Global Tech	-3.15%
Pictet - Water	-4.63%
CPR Global Disruptive Opportunities	-5.12%
Franklin U.S. Opportunities Fund	-5.38%
Thematics Meta	-5.77%
Athymis Millennial	-5.84%
ODDO BHF Global Equity Stars	-6.12%
Pictet - Security	-8.23%
MS INVF Global Brands	-13.01%
Franklin India Fund	-14.26%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	13.30%
Pictet TR - Atlas Titan	12.04%
H2O Adagio	8.70%
Fidelity Absolute Return Global Equity Fund	8.47%
RAM European Market Neutral Equities	8.04%
Syquant Capital - Helium Selection	7.41%
Pictet TR - Atlas	6.41%
Sienna Performance Absolue Défensif	6.05%
Exane Pleiade	5.43%
M&G (Lux) Episode Macro Fund	4.87%
Cigogne UCITS Credit Opportunities	4.60%
DNCA Invest Alpha Bonds	4.54%
BNP Paribas Global Absolute Return Bond	4.32%
AXA WF Euro Credit Total Return	3.53%
Candriam Absolute Return Equity Market Neutral	2.49%
Candriam Bonds Credit Alpha	2.26%

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

Autres articles

Marché

Le SEUL graphique à retenir cette année...

Publié le 19 décembre 2025

Patrimoine et Fiscalité

À lire - Loi de finances 2026 : quels impacts sur l’épargne et le patrimoine ?

Publié le 19 décembre 2025

Acteurs

Value for Money : ces CGP disent STOP

Publié le 19 décembre 2025

Buzz H24

Produits 17.12.2025

Top Collecte OPCVM du mois de Novembr...

Vidéos 15.12.2025

Celui qui avait toujours l’esprit Éch...

Un Témoin dans la Salle 17.12.2025

Cette classe d'actifs retrouve de l'i...

Marché 19.12.2025

Le SEUL graphique à retenir cette ann...

Dessins 18.12.2025

Soucis en vue pour ce gérant…

Produits 16.12.2025

Le portefeuille idéal qu'il fallait a...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	61.46%
Alken Fund Small Cap Europe	54.80%
Indépendance Europe Small	43.90%
Tocqueville Value Euro ISR	31.56%
Tailor Actions Avenir ISR	30.57%
JPMorgan Euroland Dynamic	29.07%
Groupama Opportunities Europe	26.35%
Moneta Multi Caps	25.03%
BDL Convictions	24.13%
Uzès WWW Perf	21.78%
IDE Dynamic Euro	21.42%
Indépendance France Small & Mid	20.56%
R-co 4Change Net Zero Equity Euro	19.39%
Tocqueville Euro Equity ISR	18.85%
VALBOA Engagement ISR	18.48%
Ecofi Smart Transition	18.36%
Mandarine Premium Europe	17.59%
Quadrige France Smallcaps	16.99%
Lazard Small Caps Euro	15.39%
DNCA Invest Archer Mid-Cap Europe	15.06%
Sycomore Sélection Responsable	14.99%
EdR SICAV Tricolore Convictions	13.87%
Tikehau European Sovereignty	13.16%
Sycomore Europe Happy @ Work	12.89%
Europe Income Family	12.78%
Covéa Perspectives Entreprises	12.61%
ADS Venn Collective Alpha Europe	11.64%
Groupama Avenir PME Europe	11.00%
Fidelity Europe	10.28%
Mandarine Europe Microcap	9.85%
Mirova Europe Environmental Equity	9.73%
Gay-Lussac Microcaps Europe	8.15%
HMG Découvertes	8.05%
Norden SRI	7.86%
Mandarine Unique	6.44%
Dorval Drivers Europe	5.70%
Tocqueville Croissance Euro ISR	5.40%
ELEVA Leaders Small & Mid Cap Europe	5.27%
VEGA Europe Convictions ISR	4.49%
VEGA France Opportunités ISR	4.43%
CPR Croissance Dynamique	4.05%
LFR Euro Développement Durable ISR	2.78%
Echiquier Agenor SRI Mid Cap Europe	2.56%
Amplegest Pricing Power	-0.05%
Eiffel Nova Europe ISR	-4.90%
Echiquier Major SRI Growth Europe	-5.01%
DNCA Invest SRI Norden Europe	-7.36%
ADS Venn Collective Alpha US	-8.03%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	19.39%
Dorval European Climate Initiative	15.33%
EdR SICAV Euro Sustainable Equity	13.59%
BDL Transitions Megatrends	12.07%
Palatine Europe Sustainable Employment	10.73%
La Française Credit Innovation	4.63%
DNCA Invest Beyond Semperosa	2.90%
Aesculape SRI	2.70%
Triodos Impact Mixed	0.43%
Triodos Global Equities Impact	-0.60%
Triodos Future Generations	-1.99%
Echiquier Positive Impact Europe	-3.10%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	27.86%
Axiom Emerging Markets Corporate Bonds	7.68%
IVO EM Corporate Debt UCITS	6.58%
IVO Global High Yield	6.54%
Carmignac Portfolio Credit	6.26%
LO Fallen Angels	6.08%
Axiom Obligataire	5.87%
FTGF Brandywine Global Income Optimiser Fund	5.76%
IVO EM Corporate Debt Short Duration SRI	5.76%
Lazard Credit Opportunities	5.73%
Lazard Credit Fi SRI	5.70%
Omnibond	5.60%
Income Euro Sélection	5.41%
EdR SICAV Financial Bonds	5.14%
Schelcher Global Yield 2028	4.85%
La Française Credit Innovation	4.63%
Axiom Short Duration Bond	4.51%
Tikehau European High Yield	4.43%
Jupiter Dynamic Bond	4.37%
DNCA Invest Credit Conviction	4.32%
Ofi Invest High Yield 2029	4.23%
EdR SICAV Short Duration Credit	4.17%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.11%
Ostrum SRI Crossover	3.98%
Alken Fund Income Opportunities	3.86%
Auris Investment Grade	3.84%
Pluvalca Credit Opportunities 2028	3.83%
La Française Rendement Global 2028	3.75%
SLF (F) Opportunité High Yield 2028	3.71%
Hugau Obli 1-3	3.68%
Tikehau 2027	3.68%
R-co Conviction Credit Euro	3.65%
Hugau Obli 3-5	3.54%
EdR SICAV Millesima 2030	3.47%
Tikehau 2029	3.44%
Ofi Invest Alpha Yield	3.40%
Eiffel Rendement 2028	3.21%
Tailor Credit 2028	3.05%
Auris Euro Rendement	2.99%
Tailor Crédit Rendement Cible	2.94%
EdR Fund Bond Allocation	2.82%
M All Weather Bonds	2.59%
Mandarine Credit Opportunities	2.23%
Sanso Short Duration	1.68%
LO Funds - Short-Term Money Market CHF	0.54%
Epsilon Euro Bond	0.47%
AXA IM FIIS US Short Duration High Yield	-6.03%
Amundi Cash USD	-7.79%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-11.62%