CAC 40 Perf Jour Perf Ytd
7826.75 +0.84% +5.94%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 20.68%
H2O Moderato 19.85%
BDL Rempart Grand Prix de la Finance 17.41%
Moneta Long Short 16.80%
Ginjer Actifs 360 Grand Prix de la Finance 16.73%
Claresco Allocation Flexible 11.05%
Clartan Valeurs 10.07%
R-co Valor Grand Prix de la Finance 10.02%
Carmignac Patrimoine 9.61%
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 Grand Prix de la Finance 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 Grand Prix de la Finance 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%
First Eagle Amundi International Fund 4.47%
Monocle Fund 4.37%
Tikehau International Cross Assets 3.17%
Sycomore Next Generation 3.11%
Echiquier ARTY SRI Grand Prix de la Finance 3.10%
DNCA Invest Evolutif 3.02%
Trusteam Optimum 2.77%
Tailor Allocation Defensive Grand Prix de la Finance 2.23%
VEGA Euro Rendement ISR 1.69%
IDE Dynamic World Flexible 0.77%
ACATIS Value Event 0.41%
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 15.73%
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%
Candriam Equities L Robotics & Innovative Technology 10.12%
Sienna Actions Bas Carbone 10.02%
Carmignac Investissement Grand Prix de la Finance 9.71%
AXA Aedificandi 9.41%
R-co Thematic Real Estate 8.32%
Athymis Industrie 4.0 7.41%
Echiquier Artificial Intelligence Grand Prix de la Finance 7.02%
HMG Globetrotter 5.63%
Sycomore Sustainable Tech 5.05%
VIA Smart Equity World 4.86%
Square Megatrends Champions 4.82%
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 Grand Prix de la Finance 2.49%
Janus Henderson Horizon Global Sustainable Equity Fund 2.29%
Fidelity Global Technology 2.14%
FTGF ClearBridge Infrastructure Value 1.97%
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%
Candriam Equities L Oncology 0.33%
Russell Inv. World Equity Fund 0.15%
CPR Invest Climate Action -0.06%
Palatine Amérique -0.08%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.09%
Mandarine Global Transition -0.09%
BNP Paribas Aqua Grand Prix de la Finance -0.18%
Eurizon Fund Equity Innovation -0.58%
Covéa Ruptures -0.59%
Sanso Smart Climate Grand Prix de la Finance -0.66%
Echiquier World Equity Growth Grand Prix de la Finance -0.68%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -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 Grand Prix de la Finance -2.81%
M&G (Lux) Global Dividend Fund -2.93%
Pictet - Water Grand Prix de la Finance -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%
CPR Global Disruptive Opportunities -5.85%
AXA WF Robotech -5.91%
Athymis Millennial -6.13%
FTGF Royce US Small Cap Opportunity Fund -6.22%
EdR Fund Healthcare -6.72%
EdR Fund US Value -6.92%
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 6.34%
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 Grand Prix de la Finance 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 Grand Prix de la Finance 1.55%
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

Autres articles

Buzz H24

Face au Gérant 03.09.2025

Cette société de gestion muscle son o...

Produits 11.09.2025

Le tableau de bord de la gestion dive...

Marché 04.09.2025

Et si les gérants de fonds étaient da...

Vidéos 04.09.2025

Rentrée des marchés : que faire ?

Dessins 05.09.2025

Vague de chaleur à venir...

Interviews 05.09.2025

L'interview "décalée H24" de Benjamin...

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 46.15%
Axiom European Banks Equity Grand Prix de la Finance 43.77%
Indépendance Europe Small Grand Prix de la Finance 36.58%
Tailor Actions Avenir ISR 26.86%
IDE Dynamic Euro 22.42%
Tocqueville Value Euro ISR 22.30%
BDL Convictions Grand Prix de la Finance 21.08%
JPMorgan Euroland Dynamic 21.06%
Groupama Opportunities Europe 20.62%
Uzès WWW Perf 19.89%
Indépendance France Small & Mid Grand Prix de la Finance 18.86%
VALBOA Engagement ISR 17.40%
Moneta Multi Caps Grand Prix de la Finance 17.09%
Quadrige France Smallcaps 15.96%
DNCA Invest Archer Mid-Cap Europe 15.55%
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 11.42%
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 Grand Prix de la Finance 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 Grand Prix de la Finance 0.31%
VEGA Europe Convictions ISR -1.15%
DNCA Invest SRI Norden Europe -4.65%
Eiffel Nova Europe ISR -5.03%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.62%
ADS Venn Collective Alpha US -7.69%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 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 Grand Prix de la Finance 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 4.42%
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%
Alken Fund Income Opportunities 3.37%
R-co Conviction Credit Euro 3.33%
SLF (LUX) Bond High Yield Opportunity 2026 3.33%
Ostrum SRI Crossover 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%
Eiffel Rendement 2028 2.44%
Mandarine Credit Opportunities 2.40%
M All Weather Bonds 2.30%
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%