CAC 40	Perf Jour	Perf Ytd
7665.91	-0.33%	+3.86%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	19.41%
BDL Rempart	16.82%
H2O Moderato	16.06%
Ginjer Actifs 360	13.14%
Moneta Long Short	11.38%
Exane Ceres	9.05%
Claresco Allocation Flexible	8.84%
Clartan Valeurs	8.33%
Dorval Convictions	7.45%
Carmignac Patrimoine	6.31%
Eurose	6.04%
VEGA Patrimoine ISR	5.87%
Ruffer Total Return International	5.53%
Auris Diversified Beta	5.37%
M&G (Lux) Dynamic Allocation Fund	5.14%
ELEVA AR - Dynamic	5.07%
Sienna Diversifié Flexible Monde	4.26%
ELEVA Global Multi Opportunities	4.02%
AXA WF Global Optimal Income	3.89%
Gay-Lussac Europe Flex	3.03%
Ofi Invest ESG MultiTrack	2.91%
BNY Mellon Global Real Return Fund (EUR)	2.89%
Dorval Global Allocation	2.86%
Echiquier ARTY SRI	2.78%
Sycomore Next Generation	2.32%
Tikehau International Cross Assets	2.15%
Trusteam Optimum	2.04%
Russell Inv. MAGS	1.96%
R-co Valor Balanced	1.95%
R-co Valor	1.93%
Tailor Allocation Defensive	1.77%
Elkano Global Fund	1.69%
VEGA Euro Rendement ISR	1.67%
VALBOA Exclusif	1.62%
DNCA Invest Evolutif	1.49%
Mandarine Solution	1.35%
Monocle Fund	1.32%
GIS Global Multi Asset Income	0.92%
Lazard Patrimoine SRI	0.03%
ACATIS Value Event	-0.41%
Echiquier Allocation Flexible	-1.40%
First Eagle Amundi International Fund	-2.15%
ODDO BHF Polaris Balanced	-2.27%
IDE Dynamic World Flexible	-2.73%
Mansartis Investissements ISR	-3.27%
Nova Dynamique	-4.40%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	31.27%
Aperture European Innovation	14.14%
Jupiter Financial Innovation	13.81%
Digital Stars Europe	13.19%
Sienna Actions Bas Carbone	10.16%
AXA Aedificandi	9.22%
R-co Thematic Real Estate	9.00%
Candriam Equities L Robotics & Innovative Technology	7.59%
Auris Gravity US Equity Fund	7.34%
Piquemal Houghton Global Equities	6.70%
Athymis Industrie 4.0	5.21%
R-co Thematic Blockchain Global Equity	4.60%
Carmignac Investissement	3.18%
GIS Sycomore Ageing Population	2.93%
FTGF ClearBridge Infrastructure Value	2.71%
HMG Globetrotter	2.50%
MS INVF Global Opportunity	2.43%
Echiquier Artificial Intelligence	2.35%
DNCA Invest Beyond Semperosa	2.07%
Square Megatrends Champions	1.43%
Sycomore Sustainable Tech	1.41%
Pictet - Digital	1.34%
Janus Henderson Horizon Global Sustainable Equity Fund	0.92%
Mandarine Global Transition	-0.60%
BNP Paribas Aqua	-0.96%
VIA Smart Equity World	-1.72%
JPMorgan Funds - Global Dividend	-1.83%
Fidelity Global Technology	-2.12%
EdR Fund Big Data	-2.14%
M&G (Lux) Global Listed Infrastructure Fund	-2.77%
JPMorgan Funds - US Technology	-3.03%
CPR Invest Climate Action	-3.10%
Sienna Actions Internationales	-3.33%
Pictet - Security	-3.42%
Thematics Water	-3.46%
Candriam Equities L Oncology	-3.50%
Franklin Technology Fund	-3.67%
Groupama Global Active Equity	-3.86%
Pictet - Water	-4.04%
Echiquier World Equity Growth	-4.26%
ODDO BHF Artificial Intelligence	-4.31%
Sanso Smart Climate	-4.38%
Thematics AI and Robotics	-4.58%
Comgest Monde	-4.81%
M&G (Lux) Global Dividend Fund	-4.84%
Russell Inv. World Equity Fund	-5.05%
Tocqueville Global Tech ISR	-5.14%
Mirova Global Sustainable Equity	-5.23%
Eurizon Fund Equity Innovation	-5.35%
Covéa Ruptures	-5.36%
Thematics Meta	-5.46%
Pictet - Clean Energy Transition	-5.70%
Groupama Global Disruption	-5.84%
Covéa Actions Monde	-6.26%
Loomis Sayles U.S. Growth Equity	-6.41%
JPMorgan Funds - Global Select Equity	-6.49%
MS INVF Global Brands	-6.50%
Ofi Invest Grandes Marques	-6.56%
ODDO BHF Global Equity Stars	-6.58%
BNP Paribas Funds Disruptive Technology	-6.77%
Franklin U.S. Opportunities Fund	-7.24%
Athymis Millennial	-8.62%
EdR Fund US Value	-8.71%
JPMorgan Funds - America Equity	-9.01%
CPR Global Disruptive Opportunities	-9.26%
Claresco USA	-9.68%
Franklin India Fund	-10.24%
AXA WF Robotech	-10.35%
BNP Paribas US Small Cap	-11.28%
EdR Fund Healthcare	-11.91%
FTGF Royce US Small Cap Opportunity Fund	-14.62%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	6.86%
Jupiter Merian Global Equity Absolute Return	6.76%
H2O Adagio	6.06%
Pictet TR - Atlas Titan	5.50%
BNP Paribas Global Absolute Return Bond	4.93%
M&G (Lux) Episode Macro Fund	4.92%
Sienna Performance Absolue Défensif	4.48%
Syquant Capital - Helium Selection	3.97%
DNCA Invest Alpha Bonds	3.17%
Cigogne UCITS Credit Opportunities	3.15%
Pictet TR - Atlas	3.14%
Fidelity Absolute Return Global Equity Fund	3.05%
Exane Pleiade	2.92%
AXA WF Euro Credit Total Return	2.49%
Candriam Bonds Credit Alpha	1.57%
Candriam Absolute Return Equity Market Neutral	-0.70%

Palmarès des fonds diversifiés selon la nouvelle échelle de risque (vous allez être surpris)…

La nouvelle échelle de risque, toujours de 1 à 7, est dite SRI (Synthetic Risk Indicator). Mais la méthodologie change et inclut le risque de crédit.

« 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.

De nombreux fonds voient ainsi leur note de risque diminuer de 1 ou 2 niveaux, sans pour autant que la stratégie du fonds n'ait évoluée !

Exemples :

↘️ Carmignac Patrimoine passe d'un SRRI 4 à un SRI 3 ;
↘️ H2O Moderato passe d'un SRRI 6 à un SRI 5 ;
↘️ R-Co Valor passe d'un SRRI 6 à un SRI 4...

Palmarès de quelques fonds diversifiés selon leur nouveau "SRI"

SRI 2
Richelieu Harmonies ESG	+3,23% YTD
Tailor Allocation Defensive	+1,99% YTD
VEGA Modéré Durable	+1,25% YTD
Dorval Global Convictions Patrimoine	+1,21% YTD
Ethna-AKTIV	+0,21% YTD
SRI 3
DNCA Evolutif	+8,6% YTD
Dorval Convictions	+7,99% YTD
Trusteam ROC Flex	+6,43% YTD
Tailor Global Selection ISR	+6% YTD
Sycomore Partners	+5,92% YTD
R-co Valor Balanced	+5,34% YTD
Sextant Grand Large	+4,19% YTD
Eurose	+3,93% YTD
Sycomore Next Generation	+3,76% YTD
BDL Rempart	+3,43% YTD
Orcadia Global Sustainable Balanced	+3,32% YTD
M&G (Lux) Dynamic Allocation Fund	+3,09% YTD
Lazard Patrimoine Opportunities SRI	+2,84% YTD
Moneta Long Short	+2,74% YTD
VEGA Euro Rendement ISR	+2,64% YTD
Echiquier ARTY SRI	+2,63% YTD
Auris Diversified Beta	+2,45% YTD
Invest Latitude Equilibre	+2,29% YTD
ODDO BHF Exklusiv Polaris Balanced	+2,25% YTD
Gay-Lussac Europe Flex	+2,18% YTD
MAM Solution	+2,13% YTD
JPMorgan Global Macro Opportunities	+1,72% YTD
JPMorgan Global Income	+1,62% YTD
Invest Latitude Patrimoine	+1,56% YTD
BGF ESG Multi-Asset	+1,54% YTD
Lazard Patrimoine SRI	+1,3% YTD
Sunny Patrimoine 2.0	+1,19% YTD
Carmignac Portfolio Patrimoine Europe	+1,03% YTD
Echiquier Allocation Flexible	+0,93% YTD
Tikehau International Cross Assets	+0,73% YTD
Vivienne Ouessant	+0,58% YTD
PIMCO GIS Dynamic Multi-Asset Fund	+0,36% YTD
CT Sustainable Multi-Asset Income	+0,09% YTD
CPR Croissance Réactive	-0,02% YTD
BNY Mellon Global Real Return	-0,68% YTD
Carmignac Patrimoine	-0,95% YTD
Nordea 1 - Stable Return	-1,8% YTD
Ruffer Total Return International	-2,22% YTD
SRI 4
GF Ambition Solidaire	+10,41% YTD
R-co Valor	+8,03% YTD
VEGA Patrimoine ISR	+6,31% YTD
Cogefi Flex Dynamic	+6,1% YTD
ACATIS Value Event	+4,99% YTD
IDE Dynamic World Flexible	+4,05% YTD
First Eagle Amundi International Fund	+4% YTD
Ecofi Agir Pour Le Climat	+2,86% YTD
OFI Invest ESG MultiTrack	+2,05% YTD
AXA WF Global Optimal Income	-0,24% YTD
SRI 5
H2O Moderato	+4,61% YTD

Publié le jeudi 2 mars 2023

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	41.43%
Axiom European Banks Equity	36.13%
Indépendance Europe Small	31.92%
Tailor Actions Avenir ISR	26.39%
VALBOA Engagement ISR	22.54%
Quadrige France Smallcaps	21.68%
Indépendance France Small & Mid	19.78%
BDL Convictions	18.86%
Uzès WWW Perf	17.90%
Covéa Perspectives Entreprises	17.41%
Groupama Opportunities Europe	17.10%
DNCA Invest Archer Mid-Cap Europe	15.83%
Moneta Multi Caps	15.71%
Europe Income Family	13.98%
Richelieu Family	13.28%
Mandarine Premium Europe	13.10%
R-co 4Change Net Zero Equity Euro	12.08%
EdR SICAV Tricolore Convictions	11.16%
Tocqueville Euro Equity ISR	11.03%
Ecofi Smart Transition	10.48%
Mandarine Europe Microcap	10.06%
Gay-Lussac Microcaps Europe	9.83%
Lazard Small Caps France	8.71%
Sycomore Europe Happy @ Work	8.25%
HMG Découvertes	8.17%
Sycomore Europe Eco Solutions	7.55%
ELEVA Leaders Small & Mid Cap Europe	7.53%
Mandarine Unique	7.29%
Fidelity Europe	6.81%
Dorval Drivers Europe	6.61%
Mirova Europe Environmental Equity	6.04%
Palatine Europe Sustainable Employment	5.88%
ADS Venn Collective Alpha Europe	5.62%
Norden SRI	4.67%
LFR Euro Développement Durable ISR	4.38%
Amplegest Pricing Power	2.17%
VEGA France Opportunités ISR	1.83%
Eiffel Nova Europe ISR	1.79%
Tocqueville Croissance Euro ISR	1.62%
Echiquier Positive Impact Europe	1.02%
VEGA Europe Convictions ISR	0.45%
DNCA Invest SRI Norden Europe	-0.23%
CPR Croissance Dynamique	-3.13%
Echiquier Major SRI Growth Europe	-4.22%
ADS Venn Collective Alpha US	-10.31%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	13.51%
R-co 4Change Net Zero Equity Euro	12.08%
EdR SICAV Euro Sustainable Equity	8.69%
BDL Transitions Megatrends	5.41%
La Française Credit Innovation	2.71%
DNCA Invest Beyond Semperosa	2.07%
Echiquier Positive Impact Europe	1.02%
Equilibre Ecologique	0.75%
Triodos Future Generations	0.48%
Triodos Impact Mixed	-1.68%
Triodos Global Equities Impact	-4.69%
Aesculape SRI	-9.91%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	20.12%
IVO Global High Yield	4.36%
Axiom Emerging Markets Corporate Bonds	3.78%
Axiom Obligataire	3.75%
Income Euro Sélection	3.62%
Carmignac Portfolio Credit	3.52%
Jupiter Dynamic Bond	3.21%
Omnibond	3.17%
Axiom Short Duration Bond	2.76%
La Française Credit Innovation	2.71%
DNCA Invest Credit Conviction	2.67%
IVO EM Corporate Debt Short Duration SRI	2.64%
Schelcher Global Yield 2028	2.62%
SLF (LUX) Bond High Yield Opportunity 2026	2.60%
FTGF Brandywine Global Income Optimiser Fund	2.59%
Tikehau European High Yield	2.44%
Ostrum SRI Crossover	2.38%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	2.34%
IVO EM Corporate Debt UCITS	2.28%
Tikehau 2029	2.19%
Ofi Invest Alpha Yield	2.19%
R-co Conviction Credit Euro	2.16%
Auris Investment Grade	2.11%
Alken Fund Income Opportunities	2.07%
La Française Rendement Global 2028	2.04%
Ofi Invest High Yield 2029	2.02%
Tikehau 2027	2.00%
Tailor Crédit Rendement Cible	1.99%
Pluvalca Credit Opportunities 2028	1.98%
Mandarine Credit Opportunities	1.87%
Tailor Credit 2028	1.85%
Auris Euro Rendement	1.75%
M All Weather Bonds	1.70%
Groupama Alpha Fixed Income Plus	1.63%
Eiffel Rendement 2028	1.37%
Epsilon Euro Bond	1.07%
Richelieu Euro Credit Unconstrained	0.96%
EdR Fund Bond Allocation	0.89%
Lazard Credit Opportunities	0.83%
Sanso Short Duration	0.78%
LO Funds - Short-Term Money Market CHF	0.44%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-3.97%
AXA IM FIIS US Short Duration High Yield	-8.61%
Amundi Cash USD	-9.86%

Palmarès des fonds diversifiés selon la nouvelle échelle de risque (vous allez être surpris)…

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