CAC 40 Perf Jour Perf Ytd
7632.01 +1.14% +3.4%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 20.02%
H2O Moderato 16.99%
BDL Rempart Grand Prix de la Finance 15.74%
Moneta Long Short 15.69%
Ginjer Actifs 360 Grand Prix de la Finance 13.38%
Claresco Allocation Flexible 8.79%
Exane Ceres 7.45%
Carmignac Patrimoine 7.40%
Dorval Convictions 6.98%
M&G (Lux) Dynamic Allocation Fund 6.15%
Ruffer Total Return International 5.89%
AXA WF Global Optimal Income 5.86%
Eurose Grand Prix de la Finance 5.84%
Auris Diversified Beta 5.73%
ELEVA Global Multi Opportunities 5.39%
Clartan Valeurs 5.20%
VEGA Patrimoine ISR 5.14%
Sienna Diversifié Flexible Monde 4.64%
ELEVA AR - Dynamic 4.57%
R-co Valor Grand Prix de la Finance 4.38%
Monocle Fund 3.73%
BNY Mellon Global Real Return Fund (EUR) 3.69%
R-co Valor Balanced Grand Prix de la Finance 3.62%
Ofi Invest ESG MultiTrack 3.48%
Russell Inv. MAGS 3.09%
Dorval Global Allocation 3.00%
Mandarine Solution 2.85%
Tikehau International Cross Assets 2.49%
Echiquier ARTY SRI Grand Prix de la Finance 2.39%
Sycomore Next Generation 2.38%
Trusteam Optimum 2.29%
Elkano Global Fund 2.20%
Tailor Allocation Defensive Grand Prix de la Finance 2.14%
GIS Global Multi Asset Income 1.54%
DNCA Invest Evolutif 1.42%
Gay-Lussac Europe Flex 1.33%
VEGA Euro Rendement ISR 1.02%
Lazard Patrimoine SRI 0.30%
VALBOA Exclusif -1.02%
First Eagle Amundi International Fund -1.08%
ACATIS Value Event -1.10%
IDE Dynamic World Flexible -1.59%
ODDO BHF Polaris Balanced -2.24%
Mansartis Investissements ISR -4.13%
Nova Dynamique -4.23%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 34.55%
Jupiter Financial Innovation 20.37%
Digital Stars Europe 14.85%
Aperture European Innovation 11.84%
AXA Aedificandi 8.78%
Piquemal Houghton Global Equities 8.68%
R-co Thematic Real Estate 8.31%
Auris Gravity US Equity Fund 8.05%
Candriam Equities L Robotics & Innovative Technology 7.04%
Athymis Industrie 4.0 6.97%
Sienna Actions Bas Carbone 6.51%
R-co Thematic Blockchain Global Equity 5.17%
Carmignac Investissement Grand Prix de la Finance 5.01%
FTGF ClearBridge Infrastructure Value 4.57%
HMG Globetrotter 3.75%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.75%
Square Megatrends Champions 2.48%
Sycomore Sustainable Tech 2.32%
Janus Henderson Horizon Global Sustainable Equity Fund 2.19%
Pictet - Digital 1.11%
Franklin Technology Fund 0.70%
Mandarine Global Transition 0.57%
GIS Sycomore Ageing Population 0.28%
Thematics AI and Robotics 0.01%
JPMorgan Funds - Global Dividend -0.04%
MS INVF Global Opportunity -0.13%
EdR Fund Big Data Grand Prix de la Finance -0.30%
VIA Smart Equity World -0.42%
Fidelity Global Technology -0.55%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.73%
BNP Paribas Aqua Grand Prix de la Finance -0.93%
Thematics Water -0.99%
DNCA Invest Beyond Semperosa -1.06%
Sienna Actions Internationales -1.13%
Russell Inv. World Equity Fund -1.51%
Pictet - Clean Energy Transition Grand Prix de la Finance -1.57%
Groupama Global Active Equity -1.59%
CPR Invest Climate Action -2.06%
JPMorgan Funds - US Technology -2.37%
Sanso Smart Climate Grand Prix de la Finance -2.57%
ODDO BHF Artificial Intelligence -2.65%
Pictet - Water Grand Prix de la Finance -2.82%
Covéa Ruptures -2.86%
BNP Paribas Funds Disruptive Technology -3.34%
Echiquier World Equity Growth Grand Prix de la Finance -3.35%
Candriam Equities L Oncology -3.43%
Pictet - Security -3.43%
Loomis Sayles U.S. Growth Equity -3.57%
Eurizon Fund Equity Innovation -3.90%
Groupama Global Disruption -3.92%
Mirova Global Sustainable Equity -3.99%
Echiquier Global Tech -4.16%
Thematics Meta -4.25%
JPMorgan Funds - Global Select Equity -4.36%
Comgest Monde Grand Prix de la Finance -4.39%
Franklin U.S. Opportunities Fund -4.80%
M&G (Lux) Global Dividend Fund -5.14%
AXA WF Robotech -5.56%
Covéa Actions Monde -5.78%
Ofi Invest Grandes Marques -6.11%
MS INVF Global Brands -6.65%
ODDO BHF Global Equity Stars -6.87%
JPMorgan Funds - America Equity -7.10%
Athymis Millennial -7.85%
Claresco USA -8.35%
CPR Global Disruptive Opportunities -8.58%
EdR Fund US Value -8.71%
BNP Paribas US Small Cap -9.91%
EdR Fund Healthcare -10.03%
FTGF Royce US Small Cap Opportunity Fund -11.89%
Franklin India Fund -13.61%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 6.93%
Jupiter Merian Global Equity Absolute Return 6.66%
Pictet TR - Atlas Titan 6.18%
H2O Adagio 6.17%
BNP Paribas Global Absolute Return Bond 5.72%
Sienna Performance Absolue Défensif 4.97%
Syquant Capital - Helium Selection 4.86%
M&G (Lux) Episode Macro Fund 4.76%
Pictet TR - Atlas 3.51%
AXA WF Euro Credit Total Return 3.43%
Cigogne UCITS Credit Opportunities 3.41%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.38%
Exane Pleiade 3.05%
Fidelity Absolute Return Global Equity Fund 2.37%
Candriam Bonds Credit Alpha 1.87%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.42%
Articles Marché

Tableau de bord de la gestion diversifiée...

 

Commentaire EOS Allocations :

Hormis Ginjer Actifs 360 et DNCA Invest Evolutif, les fonds du panel sont sur des niveaux bas d’exposition relative et des sensibilités élevées. Très peu de changements au cours du mois.

 

Publié le jeudi 11 juillet 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 43.01%
Axiom European Banks Equity Grand Prix de la Finance 37.05%
Indépendance Europe Small Grand Prix de la Finance 34.70%
Tailor Actions Avenir ISR 25.08%
VALBOA Engagement ISR 22.53%
Quadrige France Smallcaps 22.20%
Indépendance France Small & Mid Grand Prix de la Finance 20.37%
Tocqueville Value Euro ISR 17.81%
BDL Convictions Grand Prix de la Finance 17.14%
Uzès WWW Perf 16.92%
Groupama Opportunities Europe 16.39%
Moneta Multi Caps Grand Prix de la Finance 15.69%
Covéa Perspectives Entreprises 15.44%
DNCA Invest Archer Mid-Cap Europe 14.54%
Richelieu Family 13.25%
Mandarine Premium Europe 12.73%
Mandarine Europe Microcap 10.52%
R-co 4Change Net Zero Equity Euro 10.20%
Europe Income Family 9.44%
Gay-Lussac Microcaps Europe 8.93%
EdR SICAV Tricolore Convictions 8.49%
Lazard Small Caps France 8.03%
Tocqueville Euro Equity ISR 7.92%
Ecofi Smart Transition 7.74%
HMG Découvertes 7.68%
ELEVA Leaders Small & Mid Cap Europe 6.36%
Sycomore Europe Eco Solutions 6.09%
Sycomore Europe Happy @ Work 5.42%
Mandarine Unique 5.00%
Fidelity Europe 4.59%
ADS Venn Collective Alpha Europe 4.57%
Mirova Europe Environmental Equity 3.87%
Dorval Drivers Europe 3.56%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.14%
LFR Euro Développement Durable ISR 0.01%
Norden SRI -0.31%
Amplegest Pricing Power Grand Prix de la Finance -0.98%
VEGA France Opportunités ISR -1.69%
Tocqueville Croissance Euro ISR -1.72%
CPR Croissance Dynamique -1.89%
Eiffel Nova Europe ISR -2.19%
VEGA Europe Convictions ISR -3.49%
DNCA Invest SRI Norden Europe -3.75%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -8.53%
ADS Venn Collective Alpha US -8.60%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.57%
Carmignac Portfolio Credit 5.00%
IVO Global High Yield 4.94%
Axiom Obligataire Grand Prix de la Finance 4.68%
Axiom Emerging Markets Corporate Bonds 4.60%
Income Euro Sélection 4.54%
Omnibond 4.09%
IVO EM Corporate Debt UCITS 3.77%
Tikehau European High Yield 3.71%
IVO EM Corporate Debt Short Duration SRI 3.62%
Jupiter Dynamic Bond 3.48%
DNCA Invest Credit Conviction 3.40%
Axiom Short Duration Bond 3.31%
Schelcher Global Yield 2028 3.28%
La Française Credit Innovation 3.13%
Ofi Invest Alpha Yield 3.11%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.06%
Ostrum SRI Crossover 3.06%
SLF (LUX) Bond High Yield Opportunity 2026 3.01%
Ofi Invest High Yield 2029 2.97%
R-co Conviction Credit Euro 2.96%
Tikehau 2029 2.88%
La Française Rendement Global 2028 2.73%
Mandarine Credit Opportunities 2.70%
Alken Fund Income Opportunities 2.68%
Tikehau 2027 2.65%
Pluvalca Credit Opportunities 2028 2.61%
Tailor Crédit Rendement Cible 2.55%
Auris Euro Rendement 2.54%
Tailor Credit 2028 2.44%
FTGF Brandywine Global Income Optimiser Fund 2.36%
Lazard Credit Opportunities 2.25%
Auris Investment Grade 2.21%
Eiffel Rendement 2028 2.12%
M All Weather Bonds 2.00%
Groupama Alpha Fixed Income Plus 1.99%
Richelieu Euro Credit Unconstrained 1.80%
EdR Fund Bond Allocation 1.43%
Sanso Short Duration 1.05%
Epsilon Euro Bond 0.81%
LO Funds - Short-Term Money Market CHF 0.37%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.36%
AXA IM FIIS US Short Duration High Yield -6.95%
Amundi Cash USD -8.11%