CAC 40	Perf Jour	Perf Ytd
7830.59	+1.11%	+6.07%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	21.57%
BDL Rempart	16.35%
H2O Moderato	15.56%
Ginjer Actifs 360	15.01%
Moneta Long Short	12.61%
Claresco Allocation Flexible	9.97%
Exane Ceres	8.65%
Clartan Valeurs	8.11%
Dorval Convictions	7.89%
Carmignac Patrimoine	7.47%
VEGA Patrimoine ISR	6.99%
Eurose	6.52%
Auris Diversified Beta	6.37%
Ruffer Total Return International	5.78%
AXA WF Global Optimal Income	5.71%
ELEVA AR - Dynamic	5.71%
ELEVA Global Multi Opportunities	5.51%
R-co Valor	5.40%
Sienna Diversifié Flexible Monde	5.37%
M&G (Lux) Dynamic Allocation Fund	5.32%
R-co Valor Balanced	4.20%
Ofi Invest ESG MultiTrack	4.10%
BNY Mellon Global Real Return Fund (EUR)	3.26%
Dorval Global Allocation	3.19%
Monocle Fund	3.08%
Echiquier ARTY SRI	3.05%
Mandarine Solution	2.80%
Gay-Lussac Europe Flex	2.73%
Russell Inv. MAGS	2.71%
Tikehau International Cross Assets	2.71%
Elkano Global Fund	2.70%
Sycomore Next Generation	2.67%
Trusteam Optimum	2.33%
GIS Global Multi Asset Income	2.27%
VALBOA Exclusif	2.27%
Tailor Allocation Defensive	2.24%
VEGA Euro Rendement ISR	2.22%
DNCA Invest Evolutif	2.09%
Lazard Patrimoine SRI	0.20%
ACATIS Value Event	0.09%
IDE Dynamic World Flexible	-1.17%
First Eagle Amundi International Fund	-1.47%
ODDO BHF Polaris Balanced	-1.47%
Nova Dynamique	-2.75%
Mansartis Investissements ISR	-3.22%

ACTIONS Perf. YTD

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CM-AM Global Gold	37.67%
Jupiter Financial Innovation	18.13%
Digital Stars Europe	15.38%
Aperture European Innovation	14.99%
R-co Thematic Blockchain Global Equity	14.10%
Sienna Actions Bas Carbone	10.16%
AXA Aedificandi	10.03%
R-co Thematic Real Estate	9.97%
Auris Gravity US Equity Fund	9.60%
Candriam Equities L Robotics & Innovative Technology	8.99%
Piquemal Houghton Global Equities	8.54%
Athymis Industrie 4.0	7.58%
Carmignac Investissement	4.93%
HMG Globetrotter	4.55%
FTGF ClearBridge Infrastructure Value	4.26%
Echiquier Artificial Intelligence	4.03%
Sycomore Sustainable Tech	4.00%
Square Megatrends Champions	3.01%
GIS Sycomore Ageing Population	2.60%
DNCA Invest Beyond Semperosa	1.73%
Pictet - Digital	1.40%
Janus Henderson Horizon Global Sustainable Equity Fund	0.97%
Mandarine Global Transition	0.84%
MS INVF Global Opportunity	0.79%
Fidelity Global Technology	0.19%
EdR Fund Big Data	-0.48%
JPMorgan Funds - Global Dividend	-0.65%
M&G (Lux) Global Listed Infrastructure Fund	-0.97%
VIA Smart Equity World	-0.99%
Sienna Actions Internationales	-1.22%
BNP Paribas Aqua	-1.25%
CPR Invest Climate Action	-1.73%
ODDO BHF Artificial Intelligence	-1.87%
Candriam Equities L Oncology	-2.26%
Thematics AI and Robotics	-2.31%
Thematics Water	-2.42%
Franklin Technology Fund	-2.47%
Groupama Global Active Equity	-2.51%
Pictet - Clean Energy Transition	-2.59%
Sanso Smart Climate	-2.92%
Eurizon Fund Equity Innovation	-3.16%
Echiquier Global Tech	-3.26%
JPMorgan Funds - US Technology	-3.38%
Russell Inv. World Equity Fund	-3.50%
Echiquier World Equity Growth	-3.58%
Pictet - Water	-3.85%
Pictet - Security	-3.85%
Mirova Global Sustainable Equity	-4.04%
Comgest Monde	-4.26%
Covéa Ruptures	-4.61%
Loomis Sayles U.S. Growth Equity	-4.83%
JPMorgan Funds - Global Select Equity	-5.03%
BNP Paribas Funds Disruptive Technology	-5.04%
M&G (Lux) Global Dividend Fund	-5.14%
Thematics Meta	-5.30%
Ofi Invest Grandes Marques	-5.40%
Groupama Global Disruption	-5.45%
Covéa Actions Monde	-5.64%
ODDO BHF Global Equity Stars	-5.73%
MS INVF Global Brands	-6.46%
Athymis Millennial	-7.23%
CPR Global Disruptive Opportunities	-7.24%
Franklin U.S. Opportunities Fund	-7.55%
EdR Fund US Value	-7.87%
JPMorgan Funds - America Equity	-8.08%
AXA WF Robotech	-8.12%
Claresco USA	-8.29%
BNP Paribas US Small Cap	-9.26%
Franklin India Fund	-11.19%
FTGF Royce US Small Cap Opportunity Fund	-11.43%
EdR Fund Healthcare	-11.68%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	6.26%
Jupiter Merian Global Equity Absolute Return	6.12%
H2O Adagio	6.03%
Pictet TR - Atlas Titan	5.62%
BNP Paribas Global Absolute Return Bond	5.30%
Sienna Performance Absolue Défensif	4.95%
Syquant Capital - Helium Selection	4.36%
M&G (Lux) Episode Macro Fund	3.63%
Pictet TR - Atlas	3.21%
Cigogne UCITS Credit Opportunities	3.16%
AXA WF Euro Credit Total Return	3.14%
Exane Pleiade	3.14%
DNCA Invest Alpha Bonds	2.99%
Candriam Bonds Credit Alpha	1.83%
Fidelity Absolute Return Global Equity Fund	1.78%
Candriam Absolute Return Equity Market Neutral	-0.53%

Patrick Ganansia (Président d'Herez) rachète un cabinet important…

Après le rapprochement avec le cabinet Fromental Paccard à Lyon en mars dernier, Herez poursuit sa croissance et s'implante à La Rochelle avec l'acquisition du Cabinet Annereau.

Créé il y a plus de 30 ans à la Rochelle, par Mr Camille Annereau, le Cabinet a développé un portefeuille clients pour un total de 250 millions d'euros d'actifs financiers conseillés.

Camille Annereau

Nous avons sélectionné Herez pour sa réelle indépendance dans son approche client, ainsi que pour la qualité de son offre d'investissement et de son expertise patrimoniale.