CAC 40	Perf Jour	Perf Ytd
7797.93	+0.57%	+5.61%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	21.19%
H2O Moderato	19.31%
Ginjer Actifs 360	16.65%
BDL Rempart	16.41%
Moneta Long Short	15.87%
Claresco Allocation Flexible	10.81%
Dorval Convictions	9.40%
Carmignac Patrimoine	8.40%
Clartan Valeurs	7.07%
M&G (Lux) Dynamic Allocation Fund	7.04%
AXA WF Global Optimal Income	6.96%
Exane Ceres	6.96%
Eurose	6.62%
ELEVA AR - Dynamic	6.27%
VEGA Patrimoine ISR	6.18%
Auris Diversified Beta	5.83%
Sienna Diversifié Flexible Monde	5.79%
Ruffer Total Return International	5.74%
R-co Valor	5.68%
ELEVA Global Multi Opportunities	5.30%
Ofi Invest ESG MultiTrack	4.73%
R-co Valor Balanced	4.37%
Monocle Fund	4.13%
BNY Mellon Global Real Return Fund (EUR)	3.90%
Dorval Global Allocation	3.69%
Mandarine Solution	3.65%
GIS Global Multi Asset Income	3.53%
Russell Inv. MAGS	3.47%
Tikehau International Cross Assets	3.04%
Elkano Global Fund	3.02%
DNCA Invest Evolutif	2.93%
Sycomore Next Generation	2.87%
Echiquier ARTY SRI	2.83%
Tailor Allocation Defensive	2.65%
Trusteam Optimum	2.60%
Gay-Lussac Europe Flex	1.72%
VEGA Euro Rendement ISR	1.52%
First Eagle Amundi International Fund	0.64%
Lazard Patrimoine SRI	0.43%
VALBOA Exclusif	-0.06%
ACATIS Value Event	-0.81%
IDE Dynamic World Flexible	-1.92%
Nova Dynamique	-1.98%
ODDO BHF Polaris Balanced	-2.17%
Mansartis Investissements ISR	-4.08%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	47.54%
Jupiter Financial Innovation	24.61%
Digital Stars Europe	16.80%
Aperture European Innovation	14.97%
AXA Aedificandi	13.76%
R-co Thematic Real Estate	13.40%
Piquemal Houghton Global Equities	12.03%
R-co Thematic Blockchain Global Equity	11.09%
Auris Gravity US Equity Fund	10.17%
Sienna Actions Bas Carbone	9.47%
Candriam Equities L Robotics & Innovative Technology	8.14%
Athymis Industrie 4.0	7.61%
Carmignac Investissement	6.45%
HMG Globetrotter	6.13%
FTGF ClearBridge Infrastructure Value	4.26%
Square Megatrends Champions	3.34%
VIA Smart Equity World	2.77%
Echiquier Artificial Intelligence	2.36%
GIS Sycomore Ageing Population	1.80%
Mandarine Global Transition	1.67%
Janus Henderson Horizon Global Sustainable Equity Fund	1.53%
Franklin Technology Fund	0.96%
Sycomore Sustainable Tech	0.79%
Groupama Global Active Equity	0.55%
DNCA Invest Beyond Semperosa	0.51%
Thematics Water	0.37%
BNP Paribas Aqua	0.15%
Fidelity Global Technology	0.04%
JPMorgan Funds - Global Dividend	-0.08%
Sienna Actions Internationales	-0.29%
MS INVF Global Opportunity	-0.45%
M&G (Lux) Global Listed Infrastructure Fund	-0.46%
CPR Invest Climate Action	-0.53%
Pictet - Digital	-0.66%
EdR Fund Big Data	-0.96%
Thematics AI and Robotics	-1.27%
Pictet - Clean Energy Transition	-1.40%
Sanso Smart Climate	-1.68%
Pictet - Water	-1.73%
ODDO BHF Artificial Intelligence	-1.86%
Russell Inv. World Equity Fund	-1.87%
BNP Paribas Funds Disruptive Technology	-2.01%
Eurizon Fund Equity Innovation	-2.44%
Covéa Ruptures	-2.51%
Echiquier World Equity Growth	-2.64%
Mirova Global Sustainable Equity	-2.80%
Groupama Global Disruption	-2.82%
JPMorgan Funds - US Technology	-2.86%
Candriam Equities L Oncology	-3.21%
Loomis Sayles U.S. Growth Equity	-3.25%
M&G (Lux) Global Dividend Fund	-3.73%
JPMorgan Funds - Global Select Equity	-3.81%
Echiquier Global Tech	-4.04%
Comgest Monde	-4.45%
Ofi Invest Grandes Marques	-4.82%
Franklin U.S. Opportunities Fund	-5.02%
AXA WF Robotech	-5.07%
Thematics Meta	-5.22%
Covéa Actions Monde	-5.47%
Pictet - Security	-5.93%
JPMorgan Funds - America Equity	-6.72%
ODDO BHF Global Equity Stars	-6.77%
Athymis Millennial	-7.41%
MS INVF Global Brands	-7.85%
Claresco USA	-7.92%
BNP Paribas US Small Cap	-8.11%
FTGF Royce US Small Cap Opportunity Fund	-8.73%
EdR Fund US Value	-8.76%
CPR Global Disruptive Opportunities	-9.02%
EdR Fund Healthcare	-11.59%
Franklin India Fund	-15.01%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	7.56%
H2O Adagio	7.04%
RAM European Market Neutral Equities	7.03%
Pictet TR - Atlas Titan	6.52%
BNP Paribas Global Absolute Return Bond	5.70%
Sienna Performance Absolue Défensif	5.12%
Syquant Capital - Helium Selection	4.90%
M&G (Lux) Episode Macro Fund	4.21%
Cigogne UCITS Credit Opportunities	3.71%
Pictet TR - Atlas	3.68%
DNCA Invest Alpha Bonds	3.68%
Exane Pleiade	3.30%
AXA WF Euro Credit Total Return	3.12%
Fidelity Absolute Return Global Equity Fund	2.96%
Candriam Bonds Credit Alpha	1.96%
Candriam Absolute Return Equity Market Neutral	-0.94%

Plus de 750 CGP ont participé au Road-Show de l’APREP …

Une réunion à Paris avec plus de 150 CGP et un succès non négligeable en province, surtout dans les grandes villes comme Nice, Lyon et Marseille.

Une journée bien complète :

3H de formation validantes : l’actualité juridique et fiscale
3H de formation validantes : Où souscrire son contrat d’assurance-vie, en France ou à l’étranger.

Une prochaine série de réunion est programmée à partir de septembre autour du thème de la prévoyance patrimoniale.

Publié le jeudi 12 avril 2012

Autres articles

Acteurs

Un dernier clic avant de "déconnecter" en vacances...

Publié le 01 août 2025

Acteurs

En juillet, voici ce que H24 a fait pour vous...

Publié le 01 août 2025

Patrimoine et Fiscalité

Quelques livres à prendre dans vos valises...

Publié le 31 juillet 2025

Buzz H24

Dessins 31.07.2025

Le réflexe d'un gérant avant le mois...

Interviews 25.07.2025

Du changement chez Trusteam...

Patrimoine et Fiscalité 25.07.2025

Conformité - réglementation des CGP :...

Produits 25.07.2025

Quels fonds ont été privilégiés par l...

Vidéos 31.07.2025

Les bâtisseurs du nouveau monde...

Acteurs 01.08.2025

En juillet, voici ce que H24 a fait p...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	47.56%
Axiom European Banks Equity	44.75%
Indépendance Europe Small	39.33%
Tailor Actions Avenir ISR	29.13%
Tocqueville Value Euro ISR	23.40%
VALBOA Engagement ISR	23.16%
Quadrige France Smallcaps	23.16%
Indépendance France Small & Mid	22.85%
Uzès WWW Perf	20.51%
BDL Convictions	20.22%
Groupama Opportunities Europe	19.45%
Moneta Multi Caps	18.55%
Covéa Perspectives Entreprises	17.17%
DNCA Invest Archer Mid-Cap Europe	16.40%
Richelieu Family	15.95%
Mandarine Premium Europe	15.55%
R-co 4Change Net Zero Equity Euro	13.74%
Europe Income Family	11.81%
Mandarine Europe Microcap	11.64%
Ecofi Smart Transition	11.35%
Tocqueville Euro Equity ISR	11.28%
Gay-Lussac Microcaps Europe	10.56%
EdR SICAV Tricolore Convictions	10.49%
Lazard Small Caps France	8.97%
Sycomore Europe Eco Solutions	8.54%
HMG Découvertes	8.35%
Sycomore Europe Happy @ Work	8.33%
ELEVA Leaders Small & Mid Cap Europe	8.06%
Mandarine Unique	6.91%
Fidelity Europe	6.42%
Mirova Europe Environmental Equity	6.11%
Dorval Drivers Europe	5.93%
ADS Venn Collective Alpha Europe	4.49%
Echiquier Agenor SRI Mid Cap Europe	3.33%
Norden SRI	1.30%
LFR Euro Développement Durable ISR	1.18%
VEGA France Opportunités ISR	-0.17%
CPR Croissance Dynamique	-0.18%
Tocqueville Croissance Euro ISR	-0.32%
Amplegest Pricing Power	-0.40%
Eiffel Nova Europe ISR	-0.78%
VEGA Europe Convictions ISR	-1.85%
DNCA Invest SRI Norden Europe	-5.30%
Echiquier Major SRI Growth Europe	-7.45%
ADS Venn Collective Alpha US	-10.07%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	14.23%
R-co 4Change Net Zero Equity Euro	13.74%
EdR SICAV Euro Sustainable Equity	9.49%
BDL Transitions Megatrends	8.80%
Palatine Europe Sustainable Employment	4.91%
La Française Credit Innovation	3.41%
Equilibre Ecologique	2.10%
Triodos Future Generations	0.84%
DNCA Invest Beyond Semperosa	0.51%
Triodos Impact Mixed	-1.05%
Echiquier Positive Impact Europe	-1.53%
Triodos Global Equities Impact	-3.56%
Aesculape SRI	-9.67%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	23.48%
IVO Global High Yield	5.47%
Carmignac Portfolio Credit	5.25%
Axiom Obligataire	4.89%
Axiom Emerging Markets Corporate Bonds	4.85%
Income Euro Sélection	4.83%
IVO EM Corporate Debt UCITS	4.42%
Omnibond	4.21%
IVO EM Corporate Debt Short Duration SRI	3.94%
Tikehau European High Yield	3.91%
Jupiter Dynamic Bond	3.83%
Schelcher Global Yield 2028	3.59%
DNCA Invest Credit Conviction	3.44%
La Française Credit Innovation	3.41%
Axiom Short Duration Bond	3.35%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.25%
Ostrum SRI Crossover	3.16%
Ofi Invest High Yield 2029	3.14%
SLF (LUX) Bond High Yield Opportunity 2026	3.14%
R-co Conviction Credit Euro	3.07%
Ofi Invest Alpha Yield	3.07%
Tikehau 2029	3.03%
La Française Rendement Global 2028	2.91%
Alken Fund Income Opportunities	2.84%
Pluvalca Credit Opportunities 2028	2.81%
Mandarine Credit Opportunities	2.76%
Tikehau 2027	2.76%
Auris Euro Rendement	2.63%
Tailor Credit 2028	2.58%
Tailor Crédit Rendement Cible	2.58%
FTGF Brandywine Global Income Optimiser Fund	2.57%
Auris Investment Grade	2.51%
Eiffel Rendement 2028	2.39%
M All Weather Bonds	2.33%
Lazard Credit Opportunities	2.29%
Richelieu Euro Credit Unconstrained	2.15%
Groupama Alpha Fixed Income Plus	2.04%
EdR Fund Bond Allocation	1.62%
Sanso Short Duration	1.12%
Epsilon Euro Bond	0.73%
LO Funds - Short-Term Money Market CHF	-0.56%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.72%
AXA IM FIIS US Short Duration High Yield	-7.56%
Amundi Cash USD	-8.76%