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 Grand Prix de la Finance 24.46%
H2O Moderato 23.85%
Moneta Long Short 22.01%
Clartan Valeurs 20.20%
GF Ambition Solidaire 19.29%
BDL Rempart Grand Prix de la Finance 17.98%
R-co Valor Grand Prix de la Finance 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 Grand Prix de la Finance 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 Grand Prix de la Finance 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 Grand Prix de la Finance 4.18%
VALBOA Exclusif 3.93%
Trusteam Optimum 3.30%
Monocle Fund 3.08%
Tailor Allocation Defensive Grand Prix de la Finance 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 Grand Prix de la Finance 14.36%
HMG Globetrotter 12.55%
Echiquier Artificial Intelligence Grand Prix de la Finance 9.72%
Pictet - Clean Energy Transition Grand Prix de la Finance 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 Grand Prix de la Finance 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 Grand Prix de la Finance 2.13%
Sanso Smart Climate Grand Prix de la Finance 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 Grand Prix de la Finance -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 Grand Prix de la Finance -1.21%
Comgest Monde Grand Prix de la Finance -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 Grand Prix de la Finance -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 Grand Prix de la Finance 4.54%
BNP Paribas Global Absolute Return Bond 4.32%
AXA WF Euro Credit Total Return 3.53%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 2.49%
Candriam Bonds Credit Alpha 2.26%
Articles Produits

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

 

FONDS PERF 5 ANS (annualisée)
Exclusif 21 +7,39%
ACATIS Value Event +6,46%
IDE Dynamic World Flexible +6,38%
R-co Valor +6,20%
First Eagle Amundi International Fund +5,73%
GF Ambition Solidaire +5,63%
Ginjer Actifs 360 +5,16%
BDL Rempart +4,95%
Lazard Patrimoine Opportunities SRI +4,63%
Gay-Lussac Europe Flex +4,30%
Carmignac Portfolio Patrimoine Europe +3,99%
Cogefi Flex Dynamic +3,82%
Orcadia Global Sustainable Balanced +3,38%
ODDO BHF Exklusiv : Polaris Balanced +3,19%
Mansartis Investissements ISR +3,05%
VEGA Patrimoine ISR +2,95%
Moneta Long Short +2,73%
R-co Valor Balanced (fonds créé le 24/10/18 🥳) +2,68% (au 23/10/23)
Ruffer Total Return International +2,65%
DNCA Invest Evolutif +2,40%
OFI Invest ESG MultiTrack +2,33%
Eurose +1,85%
Trusteam ROC Flex +1,70%
Ethna-Aktiv +1,44%
M&G (Lux) Dynamic Allocation Fund +1,43%
Tikehau International Cross Assets +1,42%
Lazard Patrimoine +1,34%
Russell Inv. MAGS +1,33%
Nordea 1 - Stable Return +1,20%
Auris Diversified Beta +1,19%
Echiquier ARTY SRI +1,16%
BNY Mellon Global Real Return Fund (EUR) +1,05%
Sextant Grand Large +0,92%
Carmignac Patrimoine +0,85%
Dorval Global Conservative +0,84%
VEGA Euro Rendement ISR +0,46%
Vivienne Ouessant +0,02%
Tailor Allocation Defensive -0,09%
CPR Croissance Réactive -0,13%
JPMorgan Funds - Global Macro Opportunities -0,14%
Dorval Convictions -0,51%
JPMorgan Funds - Global Income -0,62%
Invest Latitude Equilibre -1,06%
Sycomore Partners -1,43%
AXA WF Global Optimal Income -1,67%

 

Données Morningstar au 25 octobre 2023

Publié le mercredi 25 octobre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 61.46%
Alken Fund Small Cap Europe 54.80%
Indépendance Europe Small Grand Prix de la Finance 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 Grand Prix de la Finance 25.03%
BDL Convictions Grand Prix de la Finance 24.13%
Uzès WWW Perf 21.78%
IDE Dynamic Euro 21.42%
Indépendance France Small & Mid Grand Prix de la Finance 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 Grand Prix de la Finance 2.56%
Amplegest Pricing Power Grand Prix de la Finance -0.05%
Eiffel Nova Europe ISR -4.90%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.01%
DNCA Invest SRI Norden Europe -7.36%
ADS Venn Collective Alpha US -8.03%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 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 Grand Prix de la Finance 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%