CAC 40	Perf Jour	Perf Ytd
8235.72	-1.14%	+1.06%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Varenne Global	7.96%
Ginjer Actifs 360	6.85%
Nova Dynamique	5.72%
BDL Rempart	5.15%
Varenne Valeur	5.10%
Elkano Global Fund	4.68%
BNY Mellon Global Real Return Fund (EUR)	4.63%
First Eagle Amundi International Fund	4.57%
H2O Multistrategies	4.33%
Clartan Valeurs	4.28%
AXA WF Global Optimal Income	4.24%
GF Ambition Solidaire	4.07%
Russell Inv. MAGS	3.80%
GIS Global Multi Asset Income	3.74%
H2O Moderato	3.69%
M&G (Lux) Dynamic Allocation Fund	3.62%
Mandarine Solution	3.48%
Carmignac Patrimoine	3.21%
Moneta Long Short	3.13%
Claresco Allocation Flexible	2.50%
Sienna Diversifié Flexible Monde	2.18%
Dorval Convictions	2.18%
Tailor Allocation Defensive	2.16%
Dorval Global Allocation	1.93%
ODDO BHF Polaris Balanced	1.89%
Eurose	1.86%
Echiquier ARTY SRI	1.19%
Trusteam Optimum	0.83%
VEGA Euro Rendement ISR	0.46%
R-co Valor	0.21%
R-co Valor Balanced	0.15%
Mansartis Investissements ISR	0.12%
IDE Dynamic World Flexible	0.02%
Tikehau International Cross Assets	-0.04%
VEGA Patrimoine ISR	-0.23%
ELEVA Global Multi Opportunities	-0.92%
DNCA Invest Evolutif	-1.08%
Exane Ceres	-2.75%
ACATIS Value Event	-3.10%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
IAM Space	25.86%
Pictet - Clean Energy Transition	21.74%
CM-AM Global Gold	19.96%
EdR Goldsphere	18.41%
CPR Invest Global Gold Mines	17.37%
Templeton Emerging Markets Fund	17.25%
Sycomore Sustainable Tech	15.36%
GemEquity	13.23%
Aperture European Innovation	12.80%
SKAGEN Kon-Tiki	12.01%
FTGF ClearBridge Infrastructure Value Fund	10.25%
HMG Globetrotter	9.55%
Echiquier Global Tech	9.13%
H2O Multiequities	8.31%
DNCA Invest Sustain Climate	8.16%
Candriam Equities L Robotics & Innovative Technology	8.13%
Thematics Water	7.52%
Mandarine Global Transition	7.40%
Groupama Global Active Equity	7.31%
Franklin Technology Fund	7.31%
Piquemal Houghton Global Equities	7.29%
M&G (Lux) European Strategic Value Fund	7.16%
Athymis Industrie 4.0	7.09%
Palatine Amérique	6.83%
BNP Paribas Aqua	6.78%
Longchamp Dalton Japan Long Only	6.40%
DNCA Invest Strategic Resources	6.39%
Groupama Global Disruption	6.15%
BNP Paribas US Small Cap	5.94%
Carmignac Investissement	5.67%
Fidelity Global Technology	5.65%
M&G (Lux) Global Dividend Fund	5.63%
R-co Thematic Real Estate	5.48%
AXA Aedificandi	5.44%
FTGF Putnam US Research Fund	5.40%
Allianz Innovation Souveraineté Européenne	5.32%
Echiquier Artificial Intelligence	5.03%
EdR SICAV Global Resilience	4.76%
BNP Paribas Funds Disruptive Technology	4.70%
JPMorgan Funds - Global Dividend	3.69%
Sienna Actions Bas Carbone	2.92%
JPMorgan Funds - America Equity	2.68%
Sienna Actions Internationales	2.38%
Echiquier World Equity Growth	1.34%
ODDO BHF Artificial Intelligence	1.25%
Auris Gravity US Equity Fund	1.08%
EdR Fund Big Data	0.85%
Thematics AI and Robotics	0.55%
GIS Sycomore Ageing Population	0.45%
Square Megatrends Champions	0.43%
Candriam Equities L Oncology	0.09%
Ofi Invest Grandes Marques	-0.13%
Athymis Millennial	-0.48%
Mirova Global Sustainable Equity	-0.49%
R-co Thematic Blockchain Global Equity	-1.81%
Thematics Meta	-2.17%
EdR Fund Healthcare	-2.19%
Comgest Monde	-2.98%
Loomis Sayles U.S. Growth Equity	-3.78%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Sirius	4.68%
Pictet TR - Atlas Titan	3.61%
Candriam Absolute Return Equity Market Neutral	2.70%
Syquant Capital - Helium Selection	1.94%
Pictet TR - Atlas	1.87%
H2O Adagio	1.82%
JPMorgan Funds - Europe Equity Absolute Alpha	1.53%
Schelcher Optimal Income	1.37%
Sapienta Absolu	1.24%
RAM European Market Neutral Equities	1.09%
Sienna Performance Absolue Défensif	1.07%
BDL Durandal	1.01%
Cigogne UCITS Credit Opportunities	0.98%
DNCA Invest Alpha Bonds	0.80%
ELEVA Global Bonds Opportunities	0.54%
BNP Paribas Global Absolute Return Bond	0.52%
Alken Fund Absolute Return Europe	0.50%
Candriam Bonds Credit Alpha	0.47%
AXA WF Euro Credit Total Return	0.32%
ELEVA Absolute Return Dynamic	0.20%
MacroSphere Global Fund	-2.02%
Jupiter Merian Global Equity Absolute Return	-2.82%
Fidelity Absolute Return Global Equity Fund	-3.74%
Exane Pleiade	-4.89%

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
Tailor Actions Entrepreneurs	12.27%
Arc Actions Rendement	9.73%
Ginjer Detox European Equity	9.66%
Chahine Funds - Equity Continental Europe	9.56%
Mandarine Premium Europe	6.99%
Echiquier Agenor SRI Mid Cap Europe	6.83%
Maxima	6.53%
Indépendance Europe Mid	6.44%
Groupama Opportunities Europe	6.03%
CPR Invest - European Strategic Autonomy	5.96%
Tailor Actions Avenir ISR	5.58%
JPMorgan Euroland Dynamic	5.56%
Axiom European Banks Equity	5.55%
IDE Dynamic Euro	5.50%
Sycomore Europe Happy @ Work	5.43%
Pluvalca Initiatives PME	5.39%
BDL Convictions	5.35%
INOCAP France Smallcaps	5.16%
Tikehau European Sovereignty	3.48%
Mandarine Europe Microcap	3.46%
Tocqueville Value Euro ISR	3.24%
Indépendance France Small & Mid	3.14%
Tocqueville Euro Equity ISR	3.00%
ODDO BHF Active Small Cap	2.95%
Sycomore Sélection Responsable	2.89%
HMG Découvertes	2.85%
DNCA Invest Archer Mid-Cap Europe	2.79%
Moneta Multi Caps	2.32%
Tocqueville Croissance Euro ISR	2.27%
Europe Income Family	2.09%
Gay-Lussac Microcaps Europe	2.06%
Fidelity Europe	2.05%
Mandarine Unique	1.97%
Amplegest Pricing Power	1.82%
Alken European Opportunities	1.47%
LFR Inclusion Responsable ISR	1.15%
Lazard Small Caps Euro	0.83%
R-co 4Change Net Zero Equity Euro	0.55%
Dorval Drivers Europe	0.55%
Echiquier Major SRI Growth Europe	0.22%
DNCA Invest SRI Norden Europe	0.06%
VALBOA Engagement	-0.27%
VEGA Europe Convictions ISR	-0.41%
VEGA France Opportunités ISR	-0.94%
Uzès WWW Perf	-1.33%
EdR SICAV Tricolore Convictions	-5.12%
Groupama Avenir PME Europe	-5.87%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
M Climate Solutions	11.06%
Dorval European Climate Initiative	6.51%
Echiquier Positive Impact Europe	5.88%
BDL Transitions Megatrends	5.05%
Storebrand Global Solutions	4.51%
Regnan Sustainable Water & Waste	4.21%
EdR SICAV Euro Sustainable Equity	3.15%
Palatine Europe Sustainable Employment	3.08%
Triodos Global Equities Impact	2.32%
Ecofi Smart Transition	1.23%
Triodos Impact Mixed	1.10%
Triodos Future Generations	1.01%
DNCA Invest Sustain Semperosa	0.98%
R-co 4Change Net Zero Equity Euro	0.55%
La Française Credit Innovation	-0.06%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	3.48%
Templeton Global Total Return Fund	3.34%
M&G (Lux) Emerging Markets Bond Fund	2.21%
IVO EM Corporate Debt UCITS	1.76%
Jupiter Dynamic Bond	1.53%
Axiom Emerging Markets Corporate Bonds	1.48%
LO Funds - Short-Term Money Market CHF	1.44%
Syquant Capital - Helium Invest	1.32%
IVO EM Corporate Debt Short Duration SRI	1.27%
M International Convertible 2028	1.14%
IVO Global High Yield	1.08%
Amundi Cash USD	1.05%
Lazard Euro Short Duration Income Opportunities SRI	0.68%
Ostrum Euro High Income Fund	0.56%
Axiom Obligataire	0.53%
Axiom Short Duration Bond	0.53%
R-co Conviction Credit Euro	0.44%
Income Euro Sélection	0.42%
Hugau Obli 3-5	0.42%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.40%
Franklin Euro Short Duration Bond Fund	0.36%
EdR SICAV Financial Bonds	0.34%
Hugau Obli 1-3	0.25%
DNCA Invest Credit Conviction	0.24%
Carmignac Portfolio Credit	0.24%
SLF (L) Bond 12M	0.22%
EdR Fund Bond Allocation	0.21%
Ostrum SRI Crossover	0.19%
Ofi Invest Alpha Yield	0.17%
EdR SICAV Short Duration Credit	0.12%
Lazard Credit Fi SRI	0.09%
Tikehau 2031	0.06%
LO Fallen Angels	0.04%
Lazard Credit Opportunities	0.02%
Tikehau European High Yield	0.01%
Sycoyield 2030	0.00%
Auris Euro Rendement	0.00%
La Française Credit Innovation	-0.06%
Tailor Crédit Rendement Cible	-0.08%
EdR SICAV Millesima 2030	-0.17%
CPR Absolute Return Bond	-0.19%
Mandarine Credit Opportunities	-0.23%
Eiffel High Yield Low Carbon	-0.30%
Eiffel Rendement 2030	-0.46%
Omnibond	-0.69%