CAC 40 Perf Jour Perf Ytd
8055.51 +1.32% +9.14%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.19%
GF Ambition Solidaire 20.85%
Ginjer Actifs 360 Grand Prix de la Finance 19.80%
Moneta Long Short 19.74%
Clartan Valeurs 16.30%
BDL Rempart Grand Prix de la Finance 14.20%
R-co Valor Grand Prix de la Finance 13.87%
Claresco Allocation Flexible 13.52%
AXA WF Global Optimal Income 13.07%
M&G (Lux) Dynamic Allocation Fund 12.09%
Carmignac Patrimoine 11.74%
ELEVA Global Multi Opportunities 10.77%
R-co Valor Balanced Grand Prix de la Finance 9.29%
ELEVA AR - Dynamic 8.83%
Dorval Convictions 8.60%
Ruffer Total Return International 8.51%
Sienna Diversifié Flexible Monde 8.29%
Russell Inv. MAGS 8.08%
VEGA Patrimoine ISR 7.96%
GIS Global Multi Asset Income 7.90%
First Eagle Amundi International Fund 7.88%
Mandarine Solution 7.69%
BNY Mellon Global Real Return Fund (EUR) 7.62%
Ofi Invest ESG MultiTrack 7.39%
Auris Diversified Beta 7.36%
Elkano Global Fund 7.08%
Eurose Grand Prix de la Finance 6.94%
Exane Ceres 6.50%
Dorval Global Allocation 6.25%
Nova Dynamique 4.87%
VALBOA Exclusif 4.77%
Sycomore Next Generation 4.13%
Tikehau International Cross Assets 4.07%
IDE Dynamic World Flexible 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.70%
DNCA Invest Evolutif 3.39%
Trusteam Optimum 3.19%
Tailor Allocation Defensive Grand Prix de la Finance 2.89%
VEGA Euro Rendement ISR 2.46%
Monocle Fund 2.36%
ACATIS Value Event 0.44%
ODDO BHF Polaris Balanced -0.92%
Mansartis Investissements ISR -2.35%
Gay-Lussac Europe Flex -3.78%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 80.36%
Jupiter Financial Innovation 25.96%
R-co Thematic Blockchain Global Equity 25.71%
GemEquity 20.85%
Candriam Equities L Robotics & Innovative Technology 19.95%
Echiquier Artificial Intelligence Grand Prix de la Finance 18.86%
Piquemal Houghton Global Equities 18.76%
Aperture European Innovation 18.60%
Carmignac Investissement Grand Prix de la Finance 15.65%
Digital Stars Europe 15.62%
Auris Gravity US Equity Fund 13.55%
Sienna Actions Bas Carbone 13.23%
Athymis Industrie 4.0 12.58%
Sycomore Sustainable Tech 12.17%
HMG Globetrotter 11.70%
BNP Paribas Funds Disruptive Technology 10.21%
Square Megatrends Champions 9.70%
Groupama Global Disruption 9.56%
Candriam Equities L Oncology 9.17%
Groupama Global Active Equity 9.09%
AXA Aedificandi 8.66%
EdRS Global Resilience 8.64%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.56%
Franklin Technology Fund 7.44%
FTGF ClearBridge Infrastructure Value 7.34%
Fidelity Global Technology 7.26%
R-co Thematic Real Estate 6.69%
ODDO BHF Artificial Intelligence 6.62%
Eurizon Fund Equity Innovation 6.26%
Sienna Actions Internationales 5.59%
Thematics AI and Robotics 5.56%
JPMorgan Funds - US Technology 5.38%
Pictet - Digital 5.32%
EdR Fund Big Data Grand Prix de la Finance 4.91%
GIS Sycomore Ageing Population 4.68%
Echiquier World Equity Growth Grand Prix de la Finance 4.48%
Palatine Amérique 4.41%
Mandarine Global Transition 3.98%
Russell Inv. World Equity Fund 3.08%
Janus Henderson Horizon Global Sustainable Equity Fund 2.90%
Echiquier Global Tech 2.84%
Covéa Ruptures 2.71%
CPR Invest Climate Action 2.56%
JPMorgan Funds - Global Dividend 2.36%
Sanso Smart Climate Grand Prix de la Finance 2.34%
DNCA Invest Beyond Semperosa 1.25%
Claresco USA 1.15%
Mirova Global Sustainable Equity 0.72%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.63%
Covéa Actions Monde 0.40%
BNP Paribas Aqua Grand Prix de la Finance 0.10%
Thematics Water -0.39%
CPR Global Disruptive Opportunities -0.61%
Loomis Sayles U.S. Growth Equity -0.91%
Comgest Monde Grand Prix de la Finance -0.91%
Ofi Invest Grandes Marques -1.25%
M&G (Lux) Global Dividend Fund -1.71%
AXA WF Robotech -2.10%
MS INVF Global Opportunity -2.46%
Pictet - Water Grand Prix de la Finance -3.19%
JPMorgan Funds - America Equity -3.49%
BNP Paribas US Small Cap -3.50%
FTGF Royce US Small Cap Opportunity Fund -3.74%
Franklin U.S. Opportunities Fund -4.97%
ODDO BHF Global Equity Stars -5.04%
Thematics Meta -5.29%
Pictet - Security -5.42%
Athymis Millennial -5.59%
EdR Fund Healthcare -5.63%
MS INVF Global Brands -12.77%
Franklin India Fund -13.55%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 11.36%
Jupiter Merian Global Equity Absolute Return 9.30%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.49%
M&G (Lux) Episode Macro Fund 6.75%
Sienna Performance Absolue Défensif 6.63%
Syquant Capital - Helium Selection 6.19%
Pictet TR - Atlas 6.08%
Fidelity Absolute Return Global Equity Fund 5.93%
BNP Paribas Global Absolute Return Bond 5.59%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.92%
Cigogne UCITS Credit Opportunities 4.36%
AXA WF Euro Credit Total Return 3.79%
Exane Pleiade 3.64%
Candriam Bonds Credit Alpha 2.21%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.97%
Articles Produits

Un fonds à  1 sur l'échelle de risque SRRI qui performe à  +5,72% YTD…


http://files.h24finance.com/jpeg/dollar%20up.jpg

 

 

Axa Court Terme Dollar est une Sicav monétaire à +5,72% YTD avec un indicateur de risque / rendement à 1.

 

Par définition, en tant que conseiller financier, vous savez que le risque est bien supérieur.

 

Mais comment l'expliquer au client ?

 

Nous avons interrogé EOS Allocations qui nous a indiqué qu'avec le risque de change, il mettait systématiquement un tel fonds en risque 4 dans ses portefeuilles.

 

Pour en savoir plus sur Axa Court Terme Dollar, cliquez ici.

Publié le jeudi 11 octobre 2018

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 51.62%
Alken Fund Small Cap Europe 48.11%
Indépendance Europe Small Grand Prix de la Finance 37.75%
Tailor Actions Avenir ISR 28.41%
Tocqueville Value Euro ISR 25.06%
JPMorgan Euroland Dynamic 24.49%
Uzès WWW Perf 21.22%
Groupama Opportunities Europe 20.95%
Moneta Multi Caps Grand Prix de la Finance 20.39%
IDE Dynamic Euro 19.86%
BDL Convictions Grand Prix de la Finance 18.25%
Indépendance France Small & Mid Grand Prix de la Finance 16.04%
Quadrige France Smallcaps 15.70%
Tocqueville Euro Equity ISR 15.46%
Ecofi Smart Transition 14.78%
R-co 4Change Net Zero Equity Euro 13.81%
VALBOA Engagement ISR 13.41%
Tikehau European Sovereignty 13.31%
DNCA Invest Archer Mid-Cap Europe 13.14%
Sycomore Sélection Responsable 11.44%
Mandarine Premium Europe 11.37%
Covéa Perspectives Entreprises 10.79%
EdR SICAV Tricolore Convictions 10.22%
Europe Income Family 9.34%
Sycomore Europe Happy @ Work 9.28%
Lazard Small Caps Euro 8.96%
Mandarine Europe Microcap 8.27%
Groupama Avenir PME Europe 8.12%
Fidelity Europe 7.53%
Gay-Lussac Microcaps Europe 7.08%
ADS Venn Collective Alpha Europe 6.54%
Mirova Europe Environmental Equity 6.07%
HMG Découvertes 5.01%
CPR Croissance Dynamique 4.44%
Tocqueville Croissance Euro ISR 3.70%
ELEVA Leaders Small & Mid Cap Europe 3.66%
Norden SRI 3.64%
Mandarine Unique 3.15%
VEGA France Opportunités ISR 3.01%
Dorval Drivers Europe 2.94%
LFR Euro Développement Durable ISR 2.13%
VEGA Europe Convictions ISR 1.91%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 0.15%
Amplegest Pricing Power Grand Prix de la Finance -0.50%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.87%
Eiffel Nova Europe ISR -7.12%
ADS Venn Collective Alpha US -7.38%
DNCA Invest SRI Norden Europe -8.12%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.34%
Axiom Emerging Markets Corporate Bonds 6.85%
IVO Global High Yield 6.36%
Axiom Obligataire Grand Prix de la Finance 6.08%
IVO EM Corporate Debt UCITS 6.07%
Carmignac Portfolio Credit 6.06%
Lazard Credit Fi SRI 5.41%
LO Fallen Angels 5.37%
IVO EM Corporate Debt Short Duration SRI 5.26%
Jupiter Dynamic Bond 5.08%
Income Euro Sélection 5.06%
FTGF Brandywine Global Income Optimiser Fund 4.94%
EdR SICAV Financial Bonds 4.83%
Lazard Credit Opportunities 4.75%
Omnibond 4.65%
Axiom Short Duration Bond 4.48%
DNCA Invest Credit Conviction 4.45%
Schelcher Global Yield 2028 4.43%
La Française Credit Innovation 4.19%
Tikehau European High Yield 3.99%
Ofi Invest High Yield 2029 3.91%
EdR SICAV Short Duration Credit 3.91%
R-co Conviction Credit Euro 3.83%
Ostrum SRI Crossover 3.80%
Alken Fund Income Opportunities 3.70%
Ofi Invest Alpha Yield 3.65%
Hugau Obli 1-3 3.61%
Hugau Obli 3-5 3.51%
Tikehau 2029 3.40%
La Française Rendement Global 2028 3.40%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.36%
M All Weather Bonds 3.36%
Auris Investment Grade 3.33%
Tikehau 2027 3.17%
EdR SICAV Millesima 2030 3.16%
Pluvalca Credit Opportunities 2028 3.16%
SLF (F) Opportunité High Yield 2028 3.06%
Tailor Crédit Rendement Cible 3.06%
Auris Euro Rendement 2.98%
EdR Fund Bond Allocation 2.75%
Tailor Credit 2028 2.74%
Eiffel Rendement 2028 2.35%
Mandarine Credit Opportunities 2.11%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.28%
LO Funds - Short-Term Money Market CHF 0.66%
AXA IM FIIS US Short Duration High Yield -5.87%
Amundi Cash USD -7.12%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.39%