CAC 40 Perf Jour Perf Ytd
7834.58 +0.21% +6.15%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.38%
BDL Rempart Grand Prix de la Finance 17.15%
H2O Moderato 17.01%
Ginjer Actifs 360 Grand Prix de la Finance 15.87%
Moneta Long Short 14.52%
Claresco Allocation Flexible 9.97%
Exane Ceres 8.79%
Dorval Convictions 8.54%
Clartan Valeurs 8.39%
Carmignac Patrimoine 8.10%
VEGA Patrimoine ISR 7.02%
Auris Diversified Beta 6.63%
R-co Valor Grand Prix de la Finance 6.36%
AXA WF Global Optimal Income 6.32%
Eurose Grand Prix de la Finance 6.24%
ELEVA Global Multi Opportunities 6.24%
Ruffer Total Return International 6.16%
M&G (Lux) Dynamic Allocation Fund 5.97%
Sienna Diversifié Flexible Monde 5.48%
ELEVA AR - Dynamic 5.46%
R-co Valor Balanced Grand Prix de la Finance 4.65%
Ofi Invest ESG MultiTrack 4.62%
Dorval Global Allocation 3.86%
BNY Mellon Global Real Return Fund (EUR) 3.77%
Mandarine Solution 3.67%
Monocle Fund 3.38%
Echiquier ARTY SRI Grand Prix de la Finance 3.21%
Russell Inv. MAGS 3.09%
Sycomore Next Generation 3.03%
Tikehau International Cross Assets 3.03%
Elkano Global Fund 2.79%
GIS Global Multi Asset Income 2.74%
Trusteam Optimum 2.57%
DNCA Invest Evolutif 2.51%
Gay-Lussac Europe Flex 2.35%
VEGA Euro Rendement ISR 2.17%
Tailor Allocation Defensive Grand Prix de la Finance 2.06%
ACATIS Value Event 0.47%
Lazard Patrimoine SRI -0.06%
VALBOA Exclusif -0.53%
First Eagle Amundi International Fund -0.70%
IDE Dynamic World Flexible -0.82%
ODDO BHF Polaris Balanced -1.00%
Nova Dynamique -2.63%
Mansartis Investissements ISR -2.64%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 36.96%
Jupiter Financial Innovation 19.76%
Digital Stars Europe 16.09%
R-co Thematic Blockchain Global Equity 14.40%
Aperture European Innovation 13.58%
Sienna Actions Bas Carbone 10.53%
R-co Thematic Real Estate 10.04%
Auris Gravity US Equity Fund 9.91%
Candriam Equities L Robotics & Innovative Technology 9.81%
AXA Aedificandi 9.73%
Piquemal Houghton Global Equities 9.49%
Athymis Industrie 4.0 8.29%
Carmignac Investissement Grand Prix de la Finance 5.74%
Echiquier Artificial Intelligence Grand Prix de la Finance 5.00%
HMG Globetrotter 4.47%
Sycomore Sustainable Tech 4.02%
GIS Sycomore Ageing Population 3.68%
Square Megatrends Champions 3.54%
FTGF ClearBridge Infrastructure Value 3.21%
Pictet - Digital 2.32%
Janus Henderson Horizon Global Sustainable Equity Fund 2.24%
DNCA Invest Beyond Semperosa 1.94%
MS INVF Global Opportunity 1.68%
Mandarine Global Transition 1.36%
EdR Fund Big Data Grand Prix de la Finance 1.13%
Fidelity Global Technology 0.55%
Candriam Equities L Oncology 0.36%
JPMorgan Funds - Global Dividend 0.10%
VIA Smart Equity World -0.12%
Franklin Technology Fund -0.57%
CPR Invest Climate Action -0.61%
Sienna Actions Internationales -0.62%
BNP Paribas Aqua Grand Prix de la Finance -0.75%
Thematics AI and Robotics -0.94%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.96%
Groupama Global Active Equity -1.20%
ODDO BHF Artificial Intelligence -1.56%
Thematics Water -1.60%
Echiquier World Equity Growth Grand Prix de la Finance -1.95%
Sanso Smart Climate Grand Prix de la Finance -1.96%
Pictet - Clean Energy Transition Grand Prix de la Finance -2.07%
JPMorgan Funds - US Technology -2.20%
Eurizon Fund Equity Innovation -2.40%
Pictet - Water Grand Prix de la Finance -2.64%
Russell Inv. World Equity Fund -2.86%
Pictet - Security -3.11%
Comgest Monde Grand Prix de la Finance -3.18%
Echiquier Global Tech -3.18%
Mirova Global Sustainable Equity -3.41%
JPMorgan Funds - Global Select Equity -3.70%
Loomis Sayles U.S. Growth Equity -3.80%
BNP Paribas Funds Disruptive Technology -3.84%
Covéa Ruptures -3.87%
Thematics Meta -3.97%
M&G (Lux) Global Dividend Fund -4.29%
Ofi Invest Grandes Marques -4.59%
Groupama Global Disruption -5.06%
ODDO BHF Global Equity Stars -5.08%
Covéa Actions Monde -5.16%
EdR Fund US Value -5.60%
AXA WF Robotech -6.17%
Franklin U.S. Opportunities Fund -6.28%
MS INVF Global Brands -6.33%
CPR Global Disruptive Opportunities -7.10%
Athymis Millennial -7.40%
EdR Fund Healthcare -7.47%
JPMorgan Funds - America Equity -7.69%
Claresco USA -7.87%
BNP Paribas US Small Cap -9.70%
FTGF Royce US Small Cap Opportunity Fund -10.55%
Franklin India Fund -12.34%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Adagio 6.34%
RAM European Market Neutral Equities 5.87%
Pictet TR - Atlas Titan 5.55%
BNP Paribas Global Absolute Return Bond 5.39%
Jupiter Merian Global Equity Absolute Return 5.30%
Sienna Performance Absolue Défensif 4.82%
Syquant Capital - Helium Selection 4.69%
M&G (Lux) Episode Macro Fund 3.18%
Pictet TR - Atlas 3.17%
Cigogne UCITS Credit Opportunities 3.16%
Exane Pleiade 3.12%
AXA WF Euro Credit Total Return 2.90%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.87%
Candriam Bonds Credit Alpha 1.80%
Fidelity Absolute Return Global Equity Fund 1.19%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.24%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

Pourquoi la Loi PACTE va bouleverser les fonds small caps…

Instauré par la loi PACTE, le PER (Plan d’Epargne Retraite), est le nouveau placement dédié à  l’épargne retraite en vigueur depuis le 1er octobre. Une nouveauté qui risque de bousculer le PEA-PME. Explications avec Pierre Schang, gérant-analyste chez Tocqueville Finance, spécialiste des petites et moyennes capitalisations.

Publié le 03 octobre 2019

Pourquoi la Loi PACTE va bouleverser les fonds small caps…

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.90%
Axiom European Banks Equity Grand Prix de la Finance 39.98%
Indépendance Europe Small Grand Prix de la Finance 37.08%
Tailor Actions Avenir ISR 27.23%
VALBOA Engagement ISR 25.08%
Quadrige France Smallcaps 24.97%
Indépendance France Small & Mid Grand Prix de la Finance 22.89%
Tocqueville Value Euro ISR 21.07%
BDL Convictions Grand Prix de la Finance 21.04%
Uzès WWW Perf 20.12%
Groupama Opportunities Europe 19.03%
Moneta Multi Caps Grand Prix de la Finance 18.27%
Covéa Perspectives Entreprises 17.88%
DNCA Invest Archer Mid-Cap Europe 17.24%
Richelieu Family 15.87%
Mandarine Premium Europe 15.78%
R-co 4Change Net Zero Equity Euro 14.17%
Europe Income Family 13.68%
EdR SICAV Tricolore Convictions 12.20%
Mandarine Europe Microcap 12.05%
Ecofi Smart Transition 11.99%
Tocqueville Euro Equity ISR 11.70%
Lazard Small Caps France 10.95%
Gay-Lussac Microcaps Europe 10.48%
Sycomore Europe Eco Solutions 9.33%
ELEVA Leaders Small & Mid Cap Europe 8.82%
HMG Découvertes 8.63%
Mandarine Unique 8.59%
Sycomore Europe Happy @ Work 8.23%
Dorval Drivers Europe 7.44%
Mirova Europe Environmental Equity 7.26%
Fidelity Europe 7.23%
ADS Venn Collective Alpha Europe 6.48%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 5.39%
Norden SRI 5.07%
LFR Euro Développement Durable ISR 4.02%
Amplegest Pricing Power Grand Prix de la Finance 2.38%
VEGA France Opportunités ISR 2.29%
Tocqueville Croissance Euro ISR 1.62%
Eiffel Nova Europe ISR 1.43%
VEGA Europe Convictions ISR 1.31%
DNCA Invest SRI Norden Europe 0.04%
CPR Croissance Dynamique -1.15%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.53%
ADS Venn Collective Alpha US -10.29%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.31%
IVO Global High Yield 4.67%
Axiom Obligataire Grand Prix de la Finance 4.42%
Income Euro Sélection 4.36%
Carmignac Portfolio Credit 4.29%
Axiom Emerging Markets Corporate Bonds 4.19%
Omnibond 3.67%
Tikehau European High Yield 3.48%
IVO EM Corporate Debt UCITS 3.41%
IVO EM Corporate Debt Short Duration SRI 3.36%
Axiom Short Duration Bond 3.12%
La Française Credit Innovation 3.08%
Schelcher Global Yield 2028 3.00%
SLF (LUX) Bond High Yield Opportunity 2026 2.97%
DNCA Invest Credit Conviction 2.94%
Ostrum SRI Crossover 2.93%
Ofi Invest High Yield 2029 2.85%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.83%
R-co Conviction Credit Euro 2.75%
Tikehau 2029 2.75%
Ofi Invest Alpha Yield 2.70%
La Française Rendement Global 2028 2.67%
Mandarine Credit Opportunities 2.62%
Jupiter Dynamic Bond 2.58%
Tikehau 2027 2.54%
Pluvalca Credit Opportunities 2028 2.53%
Auris Investment Grade 2.49%
Alken Fund Income Opportunities 2.42%
Tailor Crédit Rendement Cible 2.40%
Tailor Credit 2028 2.35%
Auris Euro Rendement 2.35%
FTGF Brandywine Global Income Optimiser Fund 2.04%
Groupama Alpha Fixed Income Plus 1.93%
Eiffel Rendement 2028 1.84%
M All Weather Bonds 1.64%
Richelieu Euro Credit Unconstrained 1.62%
EdR Fund Bond Allocation 1.11%
Lazard Credit Opportunities 1.08%
Sanso Short Duration 0.97%
Epsilon Euro Bond 0.43%
LO Funds - Short-Term Money Market CHF 0.40%
Goldman Sachs Yen Liquid Reserves Fund Institutional -6.04%
AXA IM FIIS US Short Duration High Yield -8.37%
Amundi Cash USD -9.52%