CAC 40 Perf Jour Perf Ytd
7804.97 +0.66% +5.75%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.21%
H2O Moderato 19.70%
Ginjer Actifs 360 Grand Prix de la Finance 17.14%
BDL Rempart Grand Prix de la Finance 16.55%
Moneta Long Short 16.07%
Claresco Allocation Flexible 10.82%
Dorval Convictions 9.21%
Carmignac Patrimoine 8.40%
Clartan Valeurs 8.05%
M&G (Lux) Dynamic Allocation Fund 7.46%
AXA WF Global Optimal Income 6.96%
Exane Ceres 6.71%
Eurose Grand Prix de la Finance 6.70%
ELEVA AR - Dynamic 6.61%
VEGA Patrimoine ISR 6.46%
R-co Valor Grand Prix de la Finance 6.04%
Auris Diversified Beta 6.02%
Sienna Diversifié Flexible Monde 5.90%
ELEVA Global Multi Opportunities 5.72%
Ruffer Total Return International 5.48%
Ofi Invest ESG MultiTrack 4.73%
R-co Valor Balanced Grand Prix de la Finance 4.52%
BNY Mellon Global Real Return Fund (EUR) 4.29%
Monocle Fund 4.15%
Dorval Global Allocation 4.03%
Russell Inv. MAGS 3.85%
Mandarine Solution 3.71%
GIS Global Multi Asset Income 3.65%
DNCA Invest Evolutif 3.37%
Tikehau International Cross Assets 3.18%
Elkano Global Fund 3.01%
Sycomore Next Generation 2.94%
Echiquier ARTY SRI Grand Prix de la Finance 2.75%
Tailor Allocation Defensive Grand Prix de la Finance 2.61%
Trusteam Optimum 2.60%
VEGA Euro Rendement ISR 1.48%
Gay-Lussac Europe Flex 1.03%
First Eagle Amundi International Fund 0.64%
Lazard Patrimoine SRI 0.26%
VALBOA Exclusif 0.16%
IDE Dynamic World Flexible -0.96%
ACATIS Value Event -1.14%
Nova Dynamique -1.45%
ODDO BHF Polaris Balanced -1.92%
Mansartis Investissements ISR -3.63%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 48.06%
Jupiter Financial Innovation 26.04%
Digital Stars Europe 16.91%
Aperture European Innovation 15.13%
AXA Aedificandi 12.74%
Piquemal Houghton Global Equities 12.35%
R-co Thematic Real Estate 12.25%
Auris Gravity US Equity Fund 11.64%
R-co Thematic Blockchain Global Equity 11.27%
Sienna Actions Bas Carbone 9.60%
Athymis Industrie 4.0 8.34%
Candriam Equities L Robotics & Innovative Technology 8.14%
Carmignac Investissement Grand Prix de la Finance 6.68%
HMG Globetrotter 6.01%
Square Megatrends Champions 4.59%
FTGF ClearBridge Infrastructure Value 4.26%
Echiquier Artificial Intelligence Grand Prix de la Finance 3.25%
VIA Smart Equity World 2.77%
Janus Henderson Horizon Global Sustainable Equity Fund 2.39%
Mandarine Global Transition 2.16%
GIS Sycomore Ageing Population 1.88%
Sycomore Sustainable Tech 1.50%
BNP Paribas Aqua Grand Prix de la Finance 1.40%
Groupama Global Active Equity 1.23%
Franklin Technology Fund 0.96%
JPMorgan Funds - Global Dividend 0.67%
Sienna Actions Internationales 0.59%
Fidelity Global Technology 0.59%
DNCA Invest Beyond Semperosa 0.58%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.53%
Pictet - Digital 0.39%
Thematics Water 0.37%
MS INVF Global Opportunity 0.16%
CPR Invest Climate Action -0.53%
EdR Fund Big Data Grand Prix de la Finance -0.61%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.85%
Pictet - Water Grand Prix de la Finance -0.92%
Covéa Ruptures -1.10%
ODDO BHF Artificial Intelligence -1.17%
Sanso Smart Climate Grand Prix de la Finance -1.23%
Thematics AI and Robotics -1.27%
Russell Inv. World Equity Fund -1.42%
Eurizon Fund Equity Innovation -1.46%
JPMorgan Funds - US Technology -1.55%
Groupama Global Disruption -1.77%
BNP Paribas Funds Disruptive Technology -2.01%
Echiquier World Equity Growth Grand Prix de la Finance -2.22%
Mirova Global Sustainable Equity -2.74%
JPMorgan Funds - Global Select Equity -3.06%
Candriam Equities L Oncology -3.21%
Loomis Sayles U.S. Growth Equity -3.25%
M&G (Lux) Global Dividend Fund -3.32%
Echiquier Global Tech -3.43%
Comgest Monde Grand Prix de la Finance -4.23%
Pictet - Security -4.29%
Ofi Invest Grandes Marques -4.30%
Covéa Actions Monde -4.52%
Franklin U.S. Opportunities Fund -5.02%
AXA WF Robotech -5.07%
Thematics Meta -5.22%
JPMorgan Funds - America Equity -5.88%
ODDO BHF Global Equity Stars -6.27%
Athymis Millennial -6.72%
Claresco USA -7.06%
MS INVF Global Brands -7.42%
CPR Global Disruptive Opportunities -8.07%
BNP Paribas US Small Cap -8.11%
FTGF Royce US Small Cap Opportunity Fund -8.73%
EdR Fund US Value -8.76%
EdR Fund Healthcare -11.03%
Franklin India Fund -15.01%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 7.97%
H2O Adagio 7.06%
RAM European Market Neutral Equities 6.91%
Pictet TR - Atlas Titan 6.65%
BNP Paribas Global Absolute Return Bond 5.70%
Sienna Performance Absolue Défensif 5.11%
Syquant Capital - Helium Selection 4.80%
M&G (Lux) Episode Macro Fund 4.38%
Pictet TR - Atlas 3.74%
Cigogne UCITS Credit Opportunities 3.71%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.56%
Exane Pleiade 3.22%
AXA WF Euro Credit Total Return 3.12%
Fidelity Absolute Return Global Equity Fund 2.46%
Candriam Bonds Credit Alpha 1.95%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.23%
Articles Produits

Palmarès : Très intéressant de comparer les performances de quelques fonds diversifiés sur 5 ans…

 

FONDS PERF 5 ANS (annualisée)
IDE Dynamic World Flexible +9,17%
R-co Valor +8,58%
Exclusif 21 +8,54%
BDL Rempart +8,44%
Ginjer Actifs 360 +8,06%
GF Ambition Solidaire +8,04%
ACATIS Value Event +7,67%
First Eagle Amundi International Fund +7,42%
DNCA Invest Evolutif +6,03%
Lazard Patrimoine Opportunities SRI +5,78%
Gay-Lussac Europe Flex +5,22%
Mansartis Investissements ISR +4,91%
Ecofi Agir Pour Le Climat +4,68%
OFI Invest ESG MultiTrack +4,62%
VEGA Patrimoine ISR +4,51%
R-co Valor Balanced +4,47%
Cogefi Flex Dynamic +4,41%
GIS Global Multi Asset Income +4,37%
ODDO BHF Exklusiv : Polaris Balanced +4,24%
Mandarine Solution +4,23%
Ruffer Total Return International +4,19%
M&G (Lux) Dynamic Allocation Fund +3,87%
Dorval Global Allocation +3,84%
Moneta Long Short +3,70%
Trusteam ROC Flex +3,49%
Dorval Convictions +3,31%
Auris Diversified Beta +3,08%
Russell Inv. MAGS +3,08%
Eurose +2,95%
Carmignac Patrimoine +2,95%
Echiquier ARTY SRI +2,72%
Lazard Patrimoine SRI +2,21%
CPR Croissance Réactive +2,08%
Sextant Grand Large +2,06%
BNY Mellon Global Real Return Fund (EUR) +2,01%
Dorval Global Conservative +1,93%
Tikehau International Cross Assets +1,84%
VEGA Euro Rendement ISR +1,79%
Tailor Allocation Defensive +1,68%
Sycomore Next Generation +1,58%
H2O Moderato +1,56%
Invest Latitude Patrimoine +0,36%
Invest Latitude Equilibre -0,48%
Vivienne Ouessant -0,53%
JPMorgan Funds - Global Macro Opportunities -0,72%

 

Données Morningstar au 24 mai 2024

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le vendredi 24 mai 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 48.00%
Axiom European Banks Equity Grand Prix de la Finance 44.89%
Indépendance Europe Small Grand Prix de la Finance 40.56%
Tailor Actions Avenir ISR 29.99%
Tocqueville Value Euro ISR 23.63%
Indépendance France Small & Mid Grand Prix de la Finance 23.55%
VALBOA Engagement ISR 23.30%
Quadrige France Smallcaps 23.16%
Uzès WWW Perf 20.99%
BDL Convictions Grand Prix de la Finance 20.68%
Groupama Opportunities Europe 19.99%
Moneta Multi Caps Grand Prix de la Finance 19.14%
Covéa Perspectives Entreprises 17.14%
DNCA Invest Archer Mid-Cap Europe 16.44%
Richelieu Family 16.22%
Mandarine Premium Europe 15.83%
R-co 4Change Net Zero Equity Euro 14.18%
Europe Income Family 11.66%
Mandarine Europe Microcap 11.60%
Tocqueville Euro Equity ISR 11.51%
Ecofi Smart Transition 11.43%
EdR SICAV Tricolore Convictions 11.16%
Gay-Lussac Microcaps Europe 10.84%
Sycomore Europe Eco Solutions 8.98%
HMG Découvertes 8.51%
Sycomore Europe Happy @ Work 8.44%
Lazard Small Caps France 8.38%
ELEVA Leaders Small & Mid Cap Europe 8.14%
Mandarine Unique 7.41%
Mirova Europe Environmental Equity 6.70%
Fidelity Europe 6.54%
Dorval Drivers Europe 5.92%
ADS Venn Collective Alpha Europe 4.63%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.75%
Norden SRI 1.73%
LFR Euro Développement Durable ISR 1.00%
CPR Croissance Dynamique 0.25%
VEGA France Opportunités ISR 0.19%
Tocqueville Croissance Euro ISR -0.40%
Amplegest Pricing Power Grand Prix de la Finance -0.86%
VEGA Europe Convictions ISR -1.33%
Eiffel Nova Europe ISR -1.67%
DNCA Invest SRI Norden Europe -5.58%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.51%
ADS Venn Collective Alpha US -9.66%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 23.63%
IVO Global High Yield 5.66%
Carmignac Portfolio Credit 5.23%
Axiom Emerging Markets Corporate Bonds 4.97%
Income Euro Sélection 4.89%
Axiom Obligataire Grand Prix de la Finance 4.81%
IVO EM Corporate Debt UCITS 4.52%
Omnibond 4.26%
Jupiter Dynamic Bond 4.01%
IVO EM Corporate Debt Short Duration SRI 4.01%
Tikehau European High Yield 3.98%
Schelcher Global Yield 2028 3.66%
La Française Credit Innovation 3.48%
Axiom Short Duration Bond 3.32%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.28%
DNCA Invest Credit Conviction 3.28%
Ofi Invest High Yield 2029 3.16%
Ostrum SRI Crossover 3.15%
SLF (LUX) Bond High Yield Opportunity 2026 3.15%
Ofi Invest Alpha Yield 3.02%
R-co Conviction Credit Euro 3.00%
Tikehau 2029 2.99%
La Française Rendement Global 2028 2.95%
Pluvalca Credit Opportunities 2028 2.85%
Alken Fund Income Opportunities 2.84%
Mandarine Credit Opportunities 2.78%
Tikehau 2027 2.78%
Auris Euro Rendement 2.61%
Tailor Credit 2028 2.58%
FTGF Brandywine Global Income Optimiser Fund 2.57%
Auris Investment Grade 2.57%
Tailor Crédit Rendement Cible 2.56%
Eiffel Rendement 2028 2.44%
M All Weather Bonds 2.33%
Lazard Credit Opportunities 2.18%
Richelieu Euro Credit Unconstrained 2.10%
Groupama Alpha Fixed Income Plus 2.04%
EdR Fund Bond Allocation 1.53%
Sanso Short Duration 1.12%
Epsilon Euro Bond 0.32%
LO Funds - Short-Term Money Market CHF -0.42%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.56%
AXA IM FIIS US Short Duration High Yield -7.56%
Amundi Cash USD -9.22%