CAC 40	Perf Jour	Perf Ytd
7781.45	+0.26%	+5.43%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	20.68%
H2O Moderato	19.85%
BDL Rempart	17.41%
Moneta Long Short	16.80%
Ginjer Actifs 360	16.73%
Claresco Allocation Flexible	11.05%
Clartan Valeurs	10.07%
R-co Valor	10.02%
Carmignac Patrimoine	9.31%
AXA WF Global Optimal Income	8.79%
M&G (Lux) Dynamic Allocation Fund	8.49%
Dorval Convictions	8.32%
Exane Ceres	7.34%
ELEVA Global Multi Opportunities	7.01%
R-co Valor Balanced	6.92%
Ruffer Total Return International	6.77%
VEGA Patrimoine ISR	6.71%
Sienna Diversifié Flexible Monde	6.48%
ELEVA AR - Dynamic	6.41%
Eurose	6.37%
Auris Diversified Beta	6.22%
Russell Inv. MAGS	5.87%
Ofi Invest ESG MultiTrack	5.75%
Mandarine Solution	4.93%
BNY Mellon Global Real Return Fund (EUR)	4.84%
GIS Global Multi Asset Income	4.66%
Dorval Global Allocation	4.60%
Elkano Global Fund	4.47%
Monocle Fund	4.37%
First Eagle Amundi International Fund	3.48%
Tikehau International Cross Assets	3.17%
Sycomore Next Generation	3.11%
Echiquier ARTY SRI	3.10%
DNCA Invest Evolutif	3.02%
Trusteam Optimum	2.77%
Tailor Allocation Defensive	2.23%
VEGA Euro Rendement ISR	1.69%
ACATIS Value Event	0.41%
IDE Dynamic World Flexible	0.18%
VALBOA Exclusif	-0.11%
Nova Dynamique	-0.54%
ODDO BHF Polaris Balanced	-1.32%
Gay-Lussac Europe Flex	-1.77%
Mansartis Investissements ISR	-3.00%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	69.85%
Jupiter Financial Innovation	25.47%
Piquemal Houghton Global Equities	15.91%
Digital Stars Europe	14.84%
Aperture European Innovation	14.79%
Auris Gravity US Equity Fund	13.42%
Tikehau European Sovereignty	12.83%
R-co Thematic Blockchain Global Equity	12.03%
Sienna Actions Bas Carbone	10.02%
Candriam Equities L Robotics & Innovative Technology	9.73%
AXA Aedificandi	9.41%
Carmignac Investissement	9.10%
R-co Thematic Real Estate	8.32%
Athymis Industrie 4.0	7.41%
Echiquier Artificial Intelligence	7.02%
HMG Globetrotter	5.63%
Sycomore Sustainable Tech	5.05%
Square Megatrends Champions	4.82%
VIA Smart Equity World	4.71%
JPMorgan Funds - US Technology	3.94%
Pictet - Digital	3.93%
Franklin Technology Fund	3.70%
Groupama Global Disruption	3.49%
GIS Sycomore Ageing Population	3.01%
Groupama Global Active Equity	2.80%
EdR Fund Big Data	2.49%
Janus Henderson Horizon Global Sustainable Equity Fund	2.29%
Fidelity Global Technology	2.14%
FTGF ClearBridge Infrastructure Value	1.97%
Candriam Equities L Oncology	1.74%
MS INVF Global Opportunity	1.23%
BNP Paribas Funds Disruptive Technology	1.22%
Sienna Actions Internationales	1.06%
ODDO BHF Artificial Intelligence	1.01%
JPMorgan Funds - Global Dividend	0.69%
DNCA Invest Beyond Semperosa	0.50%
Russell Inv. World Equity Fund	-0.06%
Palatine Amérique	-0.08%
Pictet - Clean Energy Transition	-0.09%
Mandarine Global Transition	-0.09%
BNP Paribas Aqua	-0.18%
Eurizon Fund Equity Innovation	-0.58%
Covéa Ruptures	-0.59%
Sanso Smart Climate	-0.66%
Echiquier World Equity Growth	-0.68%
CPR Invest Climate Action	-0.86%
M&G (Lux) Global Listed Infrastructure Fund	-1.55%
Thematics AI and Robotics	-1.55%
Loomis Sayles U.S. Growth Equity	-1.84%
Thematics Water	-2.08%
Echiquier Global Tech	-2.77%
Comgest Monde	-2.81%
M&G (Lux) Global Dividend Fund	-2.93%
Pictet - Water	-3.09%
Mirova Global Sustainable Equity	-3.56%
Covéa Actions Monde	-4.22%
Ofi Invest Grandes Marques	-4.38%
Franklin U.S. Opportunities Fund	-4.42%
JPMorgan Funds - America Equity	-4.65%
Pictet - Security	-4.86%
Claresco USA	-4.91%
BNP Paribas US Small Cap	-5.09%
ODDO BHF Global Equity Stars	-5.28%
Thematics Meta	-5.54%
EdR Fund Healthcare	-5.59%
CPR Global Disruptive Opportunities	-5.84%
AXA WF Robotech	-5.91%
Athymis Millennial	-6.13%
FTGF Royce US Small Cap Opportunity Fund	-6.22%
EdR Fund US Value	-6.68%
MS INVF Global Brands	-8.19%
Franklin India Fund	-13.73%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	8.82%
H2O Adagio	7.50%
Pictet TR - Atlas Titan	7.40%
RAM European Market Neutral Equities	7.21%
BNP Paribas Global Absolute Return Bond	6.15%
Sienna Performance Absolue Défensif	6.09%
Syquant Capital - Helium Selection	4.99%
M&G (Lux) Episode Macro Fund	4.73%
Pictet TR - Atlas	4.13%
DNCA Invest Alpha Bonds	3.96%
Cigogne UCITS Credit Opportunities	3.68%
AXA WF Euro Credit Total Return	3.45%
Exane Pleiade	3.17%
Fidelity Absolute Return Global Equity Fund	3.05%
Candriam Bonds Credit Alpha	1.97%
Candriam Absolute Return Equity Market Neutral	1.55%

Quelques données à retenir pendant l’été…

Le Vix index est à 16.95

Le 10 ans US est à 2.574%

Le Bund Allemand offre un rendement de 1.171%

L’OAT est à 1.528%

Le 10 ans Japon est à 0.527%

Le Gilt britannique offre du 2.60%

Le 10 ans Italie est à 2.692%

Le 10 ans espagnol est à 2.498%

Le 10 ans portugais est à 3.593%

le 10 ans irlandais est à 2.196%

Le 10 ans grec est à 5.858%

L’Euro/dollar vaut 1.3386 : baisse régulière…

Le baril de Brent vaut 106.01 dollars

L’once d’or vaut 1284.34 dollars : en baisse...

Pour visualiser la note macroéconomique de KBL Richelieu, cliquer ici.

Pour visualiser la performance des fonds KBL Richelieu, cliquer ici.

H24 : Pour le mois d'août, le site se met aux couleurs des expertises de KBL Richelieu.

Publié le vendredi 1 août 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	46.15%
Axiom European Banks Equity	43.77%
Indépendance Europe Small	36.58%
Tailor Actions Avenir ISR	26.86%
IDE Dynamic Euro	22.42%
Tocqueville Value Euro ISR	22.30%
BDL Convictions	21.08%
JPMorgan Euroland Dynamic	21.06%
Groupama Opportunities Europe	20.62%
Uzès WWW Perf	19.89%
Indépendance France Small & Mid	18.86%
VALBOA Engagement ISR	17.40%
Moneta Multi Caps	17.09%
Quadrige France Smallcaps	15.96%
DNCA Invest Archer Mid-Cap Europe	15.75%
Lazard Small Caps Euro	14.17%
Mandarine Premium Europe	13.71%
Richelieu Family	13.58%
R-co 4Change Net Zero Equity Euro	13.15%
Covéa Perspectives Entreprises	12.56%
Tocqueville Euro Equity ISR	11.62%
Europe Income Family	11.48%
Ecofi Smart Transition	11.48%
Sycomore Sélection Responsable	11.19%
Mandarine Europe Microcap	10.93%
EdR SICAV Tricolore Convictions	9.22%
Groupama Avenir PME Europe	9.13%
Gay-Lussac Microcaps Europe	9.13%
Sycomore Europe Happy @ Work	8.22%
Fidelity Europe	7.00%
Mirova Europe Environmental Equity	5.78%
ELEVA Leaders Small & Mid Cap Europe	5.64%
Mandarine Unique	5.50%
ADS Venn Collective Alpha Europe	4.39%
HMG Découvertes	4.38%
Dorval Drivers Europe	4.37%
Norden SRI	3.93%
Echiquier Agenor SRI Mid Cap Europe	2.57%
VEGA France Opportunités ISR	1.13%
CPR Croissance Dynamique	1.02%
LFR Euro Développement Durable ISR	1.01%
Tocqueville Croissance Euro ISR	0.37%
Amplegest Pricing Power	0.31%
VEGA Europe Convictions ISR	-1.15%
DNCA Invest SRI Norden Europe	-4.42%
Eiffel Nova Europe ISR	-5.03%
Echiquier Major SRI Growth Europe	-7.62%
ADS Venn Collective Alpha US	-7.69%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.15%
Dorval European Climate Initiative	11.12%
EdR SICAV Euro Sustainable Equity	8.66%
BDL Transitions Megatrends	8.36%
Palatine Europe Sustainable Employment	6.41%
La Française Credit Innovation	3.86%
Triodos Future Generations	1.67%
DNCA Invest Beyond Semperosa	0.50%
Triodos Impact Mixed	-0.48%
Echiquier Positive Impact Europe	-2.45%
Triodos Global Equities Impact	-2.80%
Aesculape SRI	-4.64%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	25.43%
IVO Global High Yield	6.32%
Axiom Emerging Markets Corporate Bonds	6.30%
IVO EM Corporate Debt UCITS	5.36%
Carmignac Portfolio Credit	5.29%
Axiom Obligataire	5.13%
LO Fallen Angels	4.96%
FTGF Brandywine Global Income Optimiser Fund	4.87%
Income Euro Sélection	4.73%
IVO EM Corporate Debt Short Duration SRI	4.59%
Lazard Credit Fi SRI	4.34%
Schelcher Global Yield 2028	4.24%
Jupiter Dynamic Bond	4.10%
Omnibond	4.02%
La Française Credit Innovation	3.86%
Tikehau European High Yield	3.82%
DNCA Invest Credit Conviction	3.64%
Axiom Short Duration Bond	3.54%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.44%
R-co Conviction Credit Euro	3.33%
SLF (LUX) Bond High Yield Opportunity 2026	3.33%
Ostrum SRI Crossover	3.30%
Alken Fund Income Opportunities	3.30%
Ofi Invest High Yield 2029	3.29%
Ofi Invest Alpha Yield	3.20%
Tikehau 2029	3.11%
Lazard Credit Opportunities SRI	3.09%
La Française Rendement Global 2028	2.97%
Pluvalca Credit Opportunities 2028	2.92%
Auris Investment Grade	2.87%
Tailor Crédit Rendement Cible	2.83%
Tailor Credit 2028	2.79%
Tikehau 2027	2.78%
Auris Euro Rendement	2.57%
Mandarine Credit Opportunities	2.40%
M All Weather Bonds	2.30%
Eiffel Rendement 2028	2.16%
EdR Fund Bond Allocation	2.16%
Richelieu Euro Credit Unconstrained	2.13%
Sanso Short Duration	1.21%
Epsilon Euro Bond	0.65%
LO Funds - Short-Term Money Market CHF	0.32%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.78%
AXA IM FIIS US Short Duration High Yield	-7.51%
Amundi Cash USD	-8.96%