CAC 40	Perf Jour	Perf Ytd
7754.55	+0.21%	+5.06%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	19.95%
BDL Rempart	16.79%
H2O Moderato	16.63%
Ginjer Actifs 360	13.47%
Moneta Long Short	11.05%
Exane Ceres	8.44%
Clartan Valeurs	8.24%
Claresco Allocation Flexible	8.22%
Dorval Convictions	7.27%
Carmignac Patrimoine	6.67%
Eurose	6.12%
VEGA Patrimoine ISR	5.94%
Ruffer Total Return International	5.38%
M&G (Lux) Dynamic Allocation Fund	5.20%
Auris Diversified Beta	5.20%
Sienna Diversifié Flexible Monde	4.28%
ELEVA AR - Dynamic	3.90%
Ofi Invest ESG MultiTrack	3.57%
ELEVA Global Multi Opportunities	3.53%
AXA WF Global Optimal Income	3.47%
Gay-Lussac Europe Flex	3.15%
R-co Valor	3.09%
Dorval Global Allocation	3.03%
Echiquier ARTY SRI	2.83%
BNY Mellon Global Real Return Fund (EUR)	2.76%
R-co Valor Balanced	2.62%
Sycomore Next Generation	2.37%
Tikehau International Cross Assets	2.12%
Trusteam Optimum	2.06%
Russell Inv. MAGS	2.02%
Elkano Global Fund	1.97%
Monocle Fund	1.82%
VEGA Euro Rendement ISR	1.73%
Tailor Allocation Defensive	1.61%
Mandarine Solution	1.34%
DNCA Invest Evolutif	1.25%
GIS Global Multi Asset Income	1.09%
VALBOA Exclusif	0.92%
Lazard Patrimoine SRI	-0.09%
ACATIS Value Event	-0.51%
First Eagle Amundi International Fund	-1.37%
Echiquier Allocation Flexible	-1.40%
ODDO BHF Polaris Balanced	-1.73%
IDE Dynamic World Flexible	-2.99%
Mansartis Investissements ISR	-3.59%
Nova Dynamique	-4.50%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	34.20%
Jupiter Financial Innovation	13.90%
Aperture European Innovation	12.97%
Digital Stars Europe	11.84%
Sienna Actions Bas Carbone	10.15%
R-co Thematic Real Estate	8.92%
AXA Aedificandi	8.60%
R-co Thematic Blockchain Global Equity	8.52%
Candriam Equities L Robotics & Innovative Technology	7.57%
Auris Gravity US Equity Fund	7.54%
Piquemal Houghton Global Equities	7.36%
Athymis Industrie 4.0	3.99%
HMG Globetrotter	2.72%
GIS Sycomore Ageing Population	2.46%
FTGF ClearBridge Infrastructure Value	2.28%
Carmignac Investissement	2.25%
Square Megatrends Champions	1.40%
DNCA Invest Beyond Semperosa	1.40%
Echiquier Artificial Intelligence	1.28%
MS INVF Global Opportunity	1.07%
Sycomore Sustainable Tech	1.00%
Janus Henderson Horizon Global Sustainable Equity Fund	0.25%
Pictet - Digital	-0.32%
BNP Paribas Aqua	-0.66%
Mandarine Global Transition	-1.01%
Fidelity Global Technology	-1.27%
EdR Fund Big Data	-1.54%
JPMorgan Funds - Global Dividend	-1.57%
VIA Smart Equity World	-2.05%
M&G (Lux) Global Listed Infrastructure Fund	-2.34%
Candriam Equities L Oncology	-2.47%
CPR Invest Climate Action	-2.87%
Thematics Water	-2.98%
Sienna Actions Internationales	-3.07%
Groupama Global Active Equity	-3.66%
Pictet - Water	-3.68%
Sanso Smart Climate	-4.04%
Pictet - Security	-4.16%
Franklin Technology Fund	-4.39%
Echiquier World Equity Growth	-4.40%
Comgest Monde	-4.54%
Russell Inv. World Equity Fund	-4.69%
M&G (Lux) Global Dividend Fund	-4.70%
Thematics AI and Robotics	-4.81%
Mirova Global Sustainable Equity	-4.87%
ODDO BHF Artificial Intelligence	-4.90%
Pictet - Clean Energy Transition	-4.91%
JPMorgan Funds - US Technology	-4.95%
Covéa Ruptures	-5.34%
Tocqueville Global Tech ISR	-5.49%
Eurizon Fund Equity Innovation	-5.81%
Thematics Meta	-5.82%
EdR Fund US Value	-5.86%
Ofi Invest Grandes Marques	-6.00%
Loomis Sayles U.S. Growth Equity	-6.34%
Covéa Actions Monde	-6.35%
Groupama Global Disruption	-6.37%
JPMorgan Funds - Global Select Equity	-6.43%
MS INVF Global Brands	-6.62%
ODDO BHF Global Equity Stars	-6.66%
BNP Paribas Funds Disruptive Technology	-7.23%
Franklin U.S. Opportunities Fund	-8.35%
JPMorgan Funds - America Equity	-9.38%
Athymis Millennial	-9.54%
CPR Global Disruptive Opportunities	-9.64%
BNP Paribas US Small Cap	-9.70%
AXA WF Robotech	-9.91%
Claresco USA	-10.21%
EdR Fund Healthcare	-10.89%
Franklin India Fund	-10.91%
FTGF Royce US Small Cap Opportunity Fund	-11.99%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	6.80%
RAM European Market Neutral Equities	6.30%
H2O Adagio	6.27%
BNP Paribas Global Absolute Return Bond	5.16%
M&G (Lux) Episode Macro Fund	4.81%
Pictet TR - Atlas Titan	4.69%
Sienna Performance Absolue Défensif	4.46%
Syquant Capital - Helium Selection	4.10%
Cigogne UCITS Credit Opportunities	3.19%
Exane Pleiade	3.05%
DNCA Invest Alpha Bonds	3.05%
Pictet TR - Atlas	2.73%
AXA WF Euro Credit Total Return	2.64%
Fidelity Absolute Return Global Equity Fund	2.03%
Candriam Bonds Credit Alpha	1.64%
Candriam Absolute Return Equity Market Neutral	0.62%

Don manuel : comment bien remplir la 2735 SD ?

Olivier Dajnak (responsable de l’ingénierie patrimoniale et financière de Vie Plus), nous explique comment remplir la déclaration 2735 SD, en soulignant les points de vigilance à avoir en tête pour éviter les erreurs fréquentes et optimiser ce levier de transmission, encore trop souvent mal utilisé.

Pour tout savoir sur l'émission "Et + Encore", cliquez ici.

Publié le jeudi 3 juillet 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	40.32%
Axiom European Banks Equity	34.49%
Indépendance Europe Small	31.42%
Tailor Actions Avenir ISR	24.21%
VALBOA Engagement ISR	22.28%
Quadrige France Smallcaps	21.42%
Indépendance France Small & Mid	19.11%
BDL Convictions	18.89%
Covéa Perspectives Entreprises	17.14%
Groupama Opportunities Europe	16.95%
Uzès WWW Perf	16.06%
Moneta Multi Caps	15.64%
DNCA Invest Archer Mid-Cap Europe	14.59%
Richelieu Family	12.74%
Mandarine Premium Europe	12.66%
R-co 4Change Net Zero Equity Euro	12.53%
Europe Income Family	12.43%
EdR SICAV Tricolore Convictions	11.00%
Tocqueville Euro Equity ISR	10.78%
Ecofi Smart Transition	10.26%
Mandarine Europe Microcap	10.18%
Gay-Lussac Microcaps Europe	9.84%
Lazard Small Caps France	9.68%
HMG Découvertes	9.12%
Sycomore Europe Happy @ Work	7.62%
Mandarine Unique	6.94%
Sycomore Europe Eco Solutions	6.91%
ELEVA Leaders Small & Mid Cap Europe	6.62%
Fidelity Europe	6.23%
Mirova Europe Environmental Equity	5.79%
Dorval Drivers Europe	5.77%
Palatine Europe Sustainable Employment	5.16%
ADS Venn Collective Alpha Europe	4.82%
LFR Euro Développement Durable ISR	3.97%
Norden SRI	3.83%
VEGA France Opportunités ISR	1.60%
Tocqueville Croissance Euro ISR	1.23%
Eiffel Nova Europe ISR	1.16%
Amplegest Pricing Power	1.14%
Echiquier Positive Impact Europe	0.36%
VEGA Europe Convictions ISR	-0.12%
DNCA Invest SRI Norden Europe	-1.47%
CPR Croissance Dynamique	-3.32%
Echiquier Major SRI Growth Europe	-4.82%
ADS Venn Collective Alpha US	-10.19%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	12.98%
R-co 4Change Net Zero Equity Euro	12.53%
EdR SICAV Euro Sustainable Equity	8.27%
BDL Transitions Megatrends	5.12%
La Française Credit Innovation	2.83%
DNCA Invest Beyond Semperosa	1.40%
Triodos Future Generations	0.64%
Equilibre Ecologique	0.46%
Echiquier Positive Impact Europe	0.36%
Triodos Impact Mixed	-1.57%
Triodos Global Equities Impact	-4.49%
Aesculape SRI	-9.72%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	21.40%
IVO Global High Yield	4.33%
Axiom Emerging Markets Corporate Bonds	4.07%
Axiom Obligataire	3.99%
Carmignac Portfolio Credit	3.93%
Income Euro Sélection	3.77%
Omnibond	3.30%
Jupiter Dynamic Bond	3.12%
Axiom Short Duration Bond	2.86%
La Française Credit Innovation	2.83%
IVO EM Corporate Debt Short Duration SRI	2.82%
Tikehau European High Yield	2.69%
DNCA Invest Credit Conviction	2.69%
SLF (LUX) Bond High Yield Opportunity 2026	2.69%
Schelcher Global Yield 2028	2.66%
FTGF Brandywine Global Income Optimiser Fund	2.55%
IVO EM Corporate Debt UCITS	2.53%
Ostrum SRI Crossover	2.52%
Auris Investment Grade	2.44%
Tikehau 2029	2.43%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	2.42%
Ofi Invest Alpha Yield	2.33%
R-co Conviction Credit Euro	2.31%
Alken Fund Income Opportunities	2.25%
Tikehau 2027	2.13%
Tailor Crédit Rendement Cible	2.12%
Ofi Invest High Yield 2029	2.10%
Pluvalca Credit Opportunities 2028	2.09%
La Française Rendement Global 2028	2.04%
Mandarine Credit Opportunities	2.01%
Tailor Credit 2028	1.93%
M All Weather Bonds	1.89%
Auris Euro Rendement	1.86%
Groupama Alpha Fixed Income Plus	1.67%
Eiffel Rendement 2028	1.47%
Epsilon Euro Bond	1.31%
Richelieu Euro Credit Unconstrained	1.04%
EdR Fund Bond Allocation	1.01%
Lazard Credit Opportunities	0.87%
Sanso Short Duration	0.85%
LO Funds - Short-Term Money Market CHF	0.51%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-3.92%
AXA IM FIIS US Short Duration High Yield	-8.82%
Amundi Cash USD	-10.05%