CAC 40 Perf Jour Perf Ytd
7798.05 +0.98% +5.61%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.92%
BDL Rempart Grand Prix de la Finance 16.29%
H2O Moderato 15.19%
Ginjer Actifs 360 Grand Prix de la Finance 14.08%
Moneta Long Short 12.80%
Claresco Allocation Flexible 9.55%
Exane Ceres 8.57%
Clartan Valeurs 8.19%
Dorval Convictions 7.46%
Carmignac Patrimoine 7.25%
VEGA Patrimoine ISR 6.53%
Auris Diversified Beta 6.47%
Eurose Grand Prix de la Finance 6.29%
Ruffer Total Return International 5.49%
ELEVA AR - Dynamic 5.26%
Sienna Diversifié Flexible Monde 5.04%
R-co Valor Grand Prix de la Finance 5.00%
ELEVA Global Multi Opportunities 4.86%
M&G (Lux) Dynamic Allocation Fund 4.80%
AXA WF Global Optimal Income 4.62%
R-co Valor Balanced Grand Prix de la Finance 3.77%
Ofi Invest ESG MultiTrack 3.41%
BNY Mellon Global Real Return Fund (EUR) 3.08%
Echiquier ARTY SRI Grand Prix de la Finance 2.90%
Monocle Fund 2.84%
Sycomore Next Generation 2.71%
Dorval Global Allocation 2.71%
Tikehau International Cross Assets 2.68%
Mandarine Solution 2.51%
Gay-Lussac Europe Flex 2.39%
VALBOA Exclusif 2.27%
Trusteam Optimum 2.17%
VEGA Euro Rendement ISR 2.04%
Russell Inv. MAGS 2.02%
Tailor Allocation Defensive Grand Prix de la Finance 2.02%
Elkano Global Fund 2.01%
DNCA Invest Evolutif 1.86%
GIS Global Multi Asset Income 1.86%
ACATIS Value Event -0.25%
Lazard Patrimoine SRI -0.46%
First Eagle Amundi International Fund -1.25%
ODDO BHF Polaris Balanced -1.88%
IDE Dynamic World Flexible -1.96%
Nova Dynamique -3.44%
Mansartis Investissements ISR -3.46%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 36.77%
Jupiter Financial Innovation 16.87%
Aperture European Innovation 14.20%
Digital Stars Europe 14.13%
Sienna Actions Bas Carbone 10.28%
R-co Thematic Blockchain Global Equity 9.75%
Auris Gravity US Equity Fund 8.09%
R-co Thematic Real Estate 8.07%
Candriam Equities L Robotics & Innovative Technology 7.96%
Piquemal Houghton Global Equities 7.95%
AXA Aedificandi 7.91%
Athymis Industrie 4.0 6.85%
Carmignac Investissement Grand Prix de la Finance 4.53%
HMG Globetrotter 4.36%
Sycomore Sustainable Tech 3.57%
Echiquier Artificial Intelligence Grand Prix de la Finance 3.44%
FTGF ClearBridge Infrastructure Value 2.78%
GIS Sycomore Ageing Population 2.76%
Square Megatrends Champions 2.62%
DNCA Invest Beyond Semperosa 1.88%
Pictet - Digital 1.44%
Janus Henderson Horizon Global Sustainable Equity Fund 1.37%
MS INVF Global Opportunity 1.32%
Mandarine Global Transition 0.08%
JPMorgan Funds - Global Dividend -0.50%
Fidelity Global Technology -0.74%
EdR Fund Big Data Grand Prix de la Finance -1.00%
VIA Smart Equity World -1.09%
Franklin Technology Fund -1.60%
BNP Paribas Aqua Grand Prix de la Finance -1.66%
Thematics AI and Robotics -1.78%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.83%
Sienna Actions Internationales -2.08%
CPR Invest Climate Action -2.15%
JPMorgan Funds - US Technology -2.31%
ODDO BHF Artificial Intelligence -2.58%
Groupama Global Active Equity -2.61%
Pictet - Clean Energy Transition Grand Prix de la Finance -3.12%
Sanso Smart Climate Grand Prix de la Finance -3.25%
Echiquier World Equity Growth Grand Prix de la Finance -3.34%
Thematics Water -3.43%
Echiquier Global Tech -3.45%
Eurizon Fund Equity Innovation -3.55%
Russell Inv. World Equity Fund -3.73%
Candriam Equities L Oncology -3.81%
Pictet - Water Grand Prix de la Finance -3.93%
Pictet - Security -3.96%
Comgest Monde Grand Prix de la Finance -4.11%
Mirova Global Sustainable Equity -4.20%
Loomis Sayles U.S. Growth Equity -4.48%
M&G (Lux) Global Dividend Fund -4.66%
JPMorgan Funds - Global Select Equity -4.79%
Covéa Ruptures -5.03%
BNP Paribas Funds Disruptive Technology -5.05%
Groupama Global Disruption -5.21%
Thematics Meta -5.30%
Ofi Invest Grandes Marques -5.50%
ODDO BHF Global Equity Stars -5.77%
MS INVF Global Brands -6.04%
Covéa Actions Monde -6.22%
Franklin U.S. Opportunities Fund -6.67%
EdR Fund US Value -7.02%
Athymis Millennial -7.38%
JPMorgan Funds - America Equity -7.81%
Claresco USA -7.98%
AXA WF Robotech -8.16%
CPR Global Disruptive Opportunities -8.31%
BNP Paribas US Small Cap -9.45%
Franklin India Fund -10.55%
EdR Fund Healthcare -10.93%
FTGF Royce US Small Cap Opportunity Fund -11.72%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 6.95%
Jupiter Merian Global Equity Absolute Return 6.40%
H2O Adagio 5.86%
Pictet TR - Atlas Titan 5.37%
BNP Paribas Global Absolute Return Bond 5.32%
Sienna Performance Absolue Défensif 4.46%
Syquant Capital - Helium Selection 4.36%
Exane Pleiade 3.45%
Cigogne UCITS Credit Opportunities 3.30%
M&G (Lux) Episode Macro Fund 3.11%
Pictet TR - Atlas 3.08%
AXA WF Euro Credit Total Return 2.83%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.51%
Fidelity Absolute Return Global Equity Fund 2.20%
Candriam Bonds Credit Alpha 1.77%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.40%
Articles Patrimoine et Fiscalité

Un célèbre portefeuille d'actions françaises qui a fait -4% en 2021 vs un CAC 40 à +29%... 😅

 

 

Reconnaissez-vous cet investisseur ? 🤭

 

La valorisation boursière de son portefeuille d'actions françaises s’établit à près de 65 Milliards € !

 

Mais sa performance 2021 est de -4,15%...

 

Dans le même temps :

 

  • le CAC 40 affichait +28,85%

  • le SBF 120 affichait +26,19%.

 

Vous avez deviné ? 🧐

 

...

 

Il s'agit...

 

... 👀 ...

 

... des participations cotées du portefeuille géré par l'APE (Agence des participations de l'État).

 

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le jeudi 24 février 2022

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.23%
Axiom European Banks Equity Grand Prix de la Finance 36.72%
Indépendance Europe Small Grand Prix de la Finance 36.04%
Tailor Actions Avenir ISR 26.93%
Quadrige France Smallcaps 24.89%
VALBOA Engagement ISR 24.34%
Indépendance France Small & Mid Grand Prix de la Finance 21.80%
Uzès WWW Perf 20.06%
BDL Convictions Grand Prix de la Finance 19.02%
Covéa Perspectives Entreprises 18.47%
Tocqueville Value Euro ISR 18.41%
Groupama Opportunities Europe 17.98%
Moneta Multi Caps Grand Prix de la Finance 17.30%
DNCA Invest Archer Mid-Cap Europe 16.30%
Mandarine Premium Europe 14.67%
Richelieu Family 14.48%
Europe Income Family 13.39%
R-co 4Change Net Zero Equity Euro 12.89%
Mandarine Europe Microcap 11.89%
EdR SICAV Tricolore Convictions 11.56%
Tocqueville Euro Equity ISR 11.23%
Gay-Lussac Microcaps Europe 11.22%
Lazard Small Caps France 11.15%
Ecofi Smart Transition 11.11%
HMG Découvertes 9.79%
ELEVA Leaders Small & Mid Cap Europe 8.24%
Sycomore Europe Happy @ Work 7.93%
Sycomore Europe Eco Solutions 7.80%
Mandarine Unique 7.54%
Fidelity Europe 6.48%
Dorval Drivers Europe 6.22%
Palatine Europe Sustainable Employment 6.01%
Mirova Europe Environmental Equity 5.98%
ADS Venn Collective Alpha Europe 5.63%
LFR Euro Développement Durable ISR 5.00%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 4.49%
Norden SRI 3.60%
Tocqueville Croissance Euro ISR 2.53%
Eiffel Nova Europe ISR 2.35%
Amplegest Pricing Power Grand Prix de la Finance 2.32%
VEGA France Opportunités ISR 2.12%
VEGA Europe Convictions ISR 1.30%
DNCA Invest SRI Norden Europe 0.26%
CPR Croissance Dynamique -2.27%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.19%
ADS Venn Collective Alpha US -9.81%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 17.67%
IVO Global High Yield 4.46%
Axiom Obligataire Grand Prix de la Finance 4.13%
Carmignac Portfolio Credit 4.13%
Income Euro Sélection 4.12%
Axiom Emerging Markets Corporate Bonds 3.65%
Omnibond 3.49%
Tikehau European High Yield 3.14%
IVO EM Corporate Debt Short Duration SRI 3.13%
Axiom Short Duration Bond 3.07%
IVO EM Corporate Debt UCITS 2.94%
SLF (LUX) Bond High Yield Opportunity 2026 2.84%
Schelcher Global Yield 2028 2.74%
La Française Credit Innovation 2.73%
Ostrum SRI Crossover 2.73%
Ofi Invest Alpha Yield 2.67%
DNCA Invest Credit Conviction 2.65%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.64%
Tikehau 2029 2.59%
R-co Conviction Credit Euro 2.55%
Ofi Invest High Yield 2029 2.51%
Mandarine Credit Opportunities 2.41%
Tikehau 2027 2.38%
La Française Rendement Global 2028 2.34%
Pluvalca Credit Opportunities 2028 2.32%
Tailor Crédit Rendement Cible 2.26%
Auris Investment Grade 2.24%
Jupiter Dynamic Bond 2.23%
Auris Euro Rendement 2.19%
Alken Fund Income Opportunities 2.11%
Tailor Credit 2028 2.09%
Groupama Alpha Fixed Income Plus 1.82%
Eiffel Rendement 2028 1.70%
FTGF Brandywine Global Income Optimiser Fund 1.61%
Richelieu Euro Credit Unconstrained 1.29%
M All Weather Bonds 1.17%
Sanso Short Duration 0.92%
EdR Fund Bond Allocation 0.89%
LO Funds - Short-Term Money Market CHF 0.62%
Lazard Credit Opportunities 0.59%
Epsilon Euro Bond 0.26%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.41%
AXA IM FIIS US Short Duration High Yield -7.80%
Amundi Cash USD -8.58%