CAC 40	Perf Jour	Perf Ytd
8263.54	+1.32%	+11.97%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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H2O Moderato	21.19%
GF Ambition Solidaire	20.85%
Ginjer Actifs 360	19.80%
Moneta Long Short	19.53%
Clartan Valeurs	18.56%
AXA WF Global Optimal Income	14.80%
BDL Rempart	14.20%
Claresco Allocation Flexible	14.02%
R-co Valor	13.87%
M&G (Lux) Dynamic Allocation Fund	12.46%
ELEVA Global Multi Opportunities	11.82%
Carmignac Patrimoine	11.74%
ELEVA AR - Dynamic	10.19%
First Eagle Amundi International Fund	9.30%
R-co Valor Balanced	9.29%
Russell Inv. MAGS	8.96%
GIS Global Multi Asset Income	8.71%
Dorval Convictions	8.60%
Ruffer Total Return International	8.52%
Sienna Diversifié Flexible Monde	8.29%
BNY Mellon Global Real Return Fund (EUR)	8.27%
VEGA Patrimoine ISR	7.96%
Auris Diversified Beta	7.55%
Mandarine Solution	7.35%
Eurose	6.94%
Ofi Invest ESG MultiTrack	6.84%
Exane Ceres	6.80%
Elkano Global Fund	6.73%
Dorval Global Allocation	6.25%
DNCA Invest Evolutif	4.89%
Nova Dynamique	4.87%
Tikehau International Cross Assets	4.67%
Sycomore Next Generation	4.65%
VALBOA Exclusif	4.41%
IDE Dynamic World Flexible	3.76%
Echiquier ARTY SRI	3.70%
Trusteam Optimum	3.11%
Monocle Fund	2.74%
Tailor Allocation Defensive	2.71%
VEGA Euro Rendement ISR	2.46%
ACATIS Value Event	1.36%
ODDO BHF Polaris Balanced	-0.20%
Mansartis Investissements ISR	-2.35%
Gay-Lussac Europe Flex	-4.14%

ACTIONS Perf. YTD

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CM-AM Global Gold	83.78%
Jupiter Financial Innovation	27.59%
R-co Thematic Blockchain Global Equity	25.71%
GemEquity	22.60%
Echiquier Artificial Intelligence	21.68%
Candriam Equities L Robotics & Innovative Technology	21.57%
Piquemal Houghton Global Equities	21.31%
Aperture European Innovation	20.59%
Digital Stars Europe	18.48%
Carmignac Investissement	17.63%
Auris Gravity US Equity Fund	15.33%
Sycomore Sustainable Tech	14.51%
Candriam Equities L Oncology	14.45%
Sienna Actions Bas Carbone	13.23%
Athymis Industrie 4.0	12.58%
HMG Globetrotter	11.70%
Square Megatrends Champions	11.45%
BNP Paribas Funds Disruptive Technology	11.43%
Pictet - Clean Energy Transition	10.52%
Fidelity Global Technology	10.00%
Groupama Global Disruption	9.56%
Groupama Global Active Equity	9.09%
ODDO BHF Artificial Intelligence	8.98%
Franklin Technology Fund	8.68%
AXA Aedificandi	8.66%
EdRS Global Resilience	8.64%
JPMorgan Funds - US Technology	8.51%
FTGF ClearBridge Infrastructure Value	8.39%
Pictet - Digital	8.14%
Eurizon Fund Equity Innovation	8.02%
R-co Thematic Real Estate	6.69%
Thematics AI and Robotics	6.58%
EdR Fund Big Data	6.40%
Sienna Actions Internationales	5.59%
GIS Sycomore Ageing Population	5.56%
Russell Inv. World Equity Fund	4.79%
Mandarine Global Transition	4.77%
Janus Henderson Horizon Global Sustainable Equity Fund	4.48%
Echiquier World Equity Growth	4.48%
Palatine Amérique	4.30%
CPR Invest Climate Action	4.15%
JPMorgan Funds - Global Dividend	3.81%
DNCA Invest Beyond Semperosa	3.50%
Echiquier Global Tech	2.84%
Covéa Ruptures	2.71%
Mirova Global Sustainable Equity	2.36%
Sanso Smart Climate	2.34%
Claresco USA	2.05%
CPR Global Disruptive Opportunities	1.56%
Loomis Sayles U.S. Growth Equity	1.16%
M&G (Lux) Global Listed Infrastructure Fund	0.44%
Covéa Actions Monde	0.40%
Thematics Water	0.39%
BNP Paribas Aqua	0.10%
MS INVF Global Opportunity	-0.62%
Comgest Monde	-0.91%
AXA WF Robotech	-1.34%
Ofi Invest Grandes Marques	-1.65%
M&G (Lux) Global Dividend Fund	-1.77%
BNP Paribas US Small Cap	-1.81%
JPMorgan Funds - America Equity	-1.90%
Pictet - Water	-2.12%
FTGF Royce US Small Cap Opportunity Fund	-3.15%
Pictet - Security	-3.30%
Franklin U.S. Opportunities Fund	-3.58%
ODDO BHF Global Equity Stars	-3.76%
Thematics Meta	-3.96%
EdR Fund Healthcare	-5.03%
Athymis Millennial	-5.59%
MS INVF Global Brands	-11.89%
Franklin India Fund	-12.96%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Pictet TR - Atlas Titan	12.04%
Jupiter Merian Global Equity Absolute Return	9.75%
H2O Adagio	8.17%
RAM European Market Neutral Equities	7.27%
M&G (Lux) Episode Macro Fund	7.03%
Sienna Performance Absolue Défensif	6.63%
Fidelity Absolute Return Global Equity Fund	6.44%
Pictet TR - Atlas	6.40%
Syquant Capital - Helium Selection	6.27%
BNP Paribas Global Absolute Return Bond	5.51%
DNCA Invest Alpha Bonds	4.99%
Cigogne UCITS Credit Opportunities	4.30%
AXA WF Euro Credit Total Return	3.94%
Exane Pleiade	3.94%
Candriam Bonds Credit Alpha	2.19%
Candriam Absolute Return Equity Market Neutral	1.10%

Un joli portefeuille qui ressemble curieusement à celui d’un Conseiller en Gestion de Patrimoine…

Morningstar a publié le top 20 des fonds les plus consultés en septembre :

Carmignac Patrimoine

H2O Multistratégies

H2O Multibonds

Sextant Grand Large

Eurose

Nordea-1 Stable Return

Renaissance Europe

Moneta Multi Caps

Magellan

CPR Croissance Réactive

Sextant PEA

M&G Optimal Income

CM-CIC Global Bond

BNP Paribas Aqua Classic

ID France Smidcaps

CPR Croissance Défensive

H2O Multiequities

Echiquier Agressor

Fidelity Europe

Carmignac Investissement

Pour voir la news complète de Jocelyn Jovène sur Morningstar, cliquez ici

Publié le mercredi 19 octobre 2016

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	51.10%
Alken Fund Small Cap Europe	50.51%
Indépendance Europe Small	38.98%
Tailor Actions Avenir ISR	28.41%
Tocqueville Value Euro ISR	27.37%
JPMorgan Euroland Dynamic	27.01%
Uzès WWW Perf	21.22%
Groupama Opportunities Europe	20.95%
Moneta Multi Caps	20.39%
IDE Dynamic Euro	19.86%
BDL Convictions	18.25%
Tocqueville Euro Equity ISR	17.23%
Indépendance France Small & Mid	17.07%
Ecofi Smart Transition	16.65%
Quadrige France Smallcaps	15.70%
DNCA Invest Archer Mid-Cap Europe	15.01%
VALBOA Engagement ISR	14.14%
Tikehau European Sovereignty	13.88%
R-co 4Change Net Zero Equity Euro	13.81%
Sycomore Sélection Responsable	11.44%
Mandarine Premium Europe	11.37%
Sycomore Europe Happy @ Work	10.90%
Covéa Perspectives Entreprises	10.79%
EdR SICAV Tricolore Convictions	10.22%
Mandarine Europe Microcap	9.60%
Lazard Small Caps Euro	8.96%
Europe Income Family	8.76%
Groupama Avenir PME Europe	8.12%
Fidelity Europe	7.53%
Mirova Europe Environmental Equity	7.35%
ADS Venn Collective Alpha Europe	6.54%
Gay-Lussac Microcaps Europe	6.41%
HMG Découvertes	5.01%
ELEVA Leaders Small & Mid Cap Europe	4.72%
Mandarine Unique	4.48%
CPR Croissance Dynamique	4.22%
Tocqueville Croissance Euro ISR	3.70%
Norden SRI	3.64%
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	0.15%
Amplegest Pricing Power	-0.50%
Echiquier Major SRI Growth Europe	-5.87%
DNCA Invest SRI Norden Europe	-6.04%
Eiffel Nova Europe ISR	-6.99%
ADS Venn Collective Alpha US	-7.38%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.81%
BDL Transitions Megatrends	10.84%
Dorval European Climate Initiative	10.61%
EdR SICAV Euro Sustainable Equity	9.75%
Palatine Europe Sustainable Employment	7.24%
La Française Credit Innovation	4.19%
DNCA Invest Beyond Semperosa	3.50%
Triodos Impact Mixed	1.89%
Triodos Global Equities Impact	1.77%
Aesculape SRI	-0.85%
Triodos Future Generations	-1.83%
Echiquier Positive Impact Europe	-4.20%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.34%
Axiom Emerging Markets Corporate Bonds	6.91%
IVO Global High Yield	6.39%
IVO EM Corporate Debt UCITS	6.11%
Carmignac Portfolio Credit	6.06%
Axiom Obligataire	6.01%
LO Fallen Angels	5.51%
Jupiter Dynamic Bond	5.44%
Lazard Credit Fi SRI	5.41%
IVO EM Corporate Debt Short Duration SRI	5.27%
FTGF Brandywine Global Income Optimiser Fund	5.26%
Income Euro Sélection	5.06%
EdR SICAV Financial Bonds	4.83%
Lazard Credit Opportunities	4.75%
Omnibond	4.65%
DNCA Invest Credit Conviction	4.47%
Axiom Short Duration Bond	4.47%
Schelcher Global Yield 2028	4.43%
La Française Credit Innovation	4.19%
Tikehau European High Yield	3.99%
Alken Fund Income Opportunities	3.93%
EdR SICAV Short Duration Credit	3.91%
Ofi Invest High Yield 2029	3.88%
R-co Conviction Credit Euro	3.83%
Ostrum SRI Crossover	3.80%
Ofi Invest Alpha Yield	3.63%
Hugau Obli 1-3	3.56%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.50%
Auris Investment Grade	3.46%
Hugau Obli 3-5	3.44%
Tikehau 2029	3.40%
La Française Rendement Global 2028	3.37%
M All Weather Bonds	3.19%
Tikehau 2027	3.17%
EdR SICAV Millesima 2030	3.16%
Pluvalca Credit Opportunities 2028	3.16%
Tailor Crédit Rendement Cible	3.00%
SLF (F) Opportunité High Yield 2028	2.91%
Auris Euro Rendement	2.89%
EdR Fund Bond Allocation	2.80%
Tailor Credit 2028	2.72%
Eiffel Rendement 2028	2.49%
Mandarine Credit Opportunities	2.11%
Sanso Short Duration	1.54%
Epsilon Euro Bond	1.44%
LO Funds - Short-Term Money Market CHF	1.09%
AXA IM FIIS US Short Duration High Yield	-5.48%
Amundi Cash USD	-7.27%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-8.74%