CAC 40 Perf Jour Perf Ytd
7733.5 +0.31% +4.78%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
H2O Moderato 4.11%
GF Ambition Solidaire 3.33%
Carmignac Patrimoine 3.02%
IDE Dynamic World Flexible 2.97%
DNCA Invest Evolutif 2.72%
Dorval Convictions 2.71%
Ginjer Actifs 360 2.65%
First Eagle Amundi International Fund 2.41%
Mansartis Investissements ISR 2.41%
ELEVA Global Multi Opportunities 2.32%
Ruffer Total Return International 2.21%
VALBOA Exclusif 2.15%
VEGA Patrimoine ISR 2.11%
Exane Ceres 2.08%
ELEVA AR - Dynamic 2.01%
AXA WF Global Optimal Income 1.90%
R-co Valor 1.89%
GIS Global Multi Asset Income 1.62%
Sienna Diversifié Flexible Monde 1.49%
ODDO BHF Polaris Balanced 1.49%
Russell Inv. MAGS 1.20%
ACATIS Value Event 1.16%
Equilibre Ecologique 1.10%
Tikehau International Cross Assets 1.09%
BNY Mellon Global Real Return Fund (EUR) 1.08%
Echiquier Allocation Flexible 1.01%
Tailor Allocation Defensive 0.98%
M&G (Lux) Dynamic Allocation Fund 0.94%
Moneta Long Short 0.94%
Eurose 0.87%
Dorval Global Allocation 0.87%
Sycomore Next Generation 0.84%
Auris Diversified Beta 0.84%
Mandarine Solution 0.81%
R-co Valor Balanced 0.78%
Echiquier ARTY SRI 0.75%
BDL Rempart 0.73%
Nova Dynamique 0.65%
VEGA Euro Rendement ISR 0.51%
Dorval Global Conservative 0.48%
Elkano Global Fund 0.39%
Ofi Invest ESG MultiTrack 0.35%
Trusteam Optimum 0.19%
Monocle Fund 0.07%
Lazard Patrimoine SRI 0.03%
Gay-Lussac Europe Flex -0.44%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
R-co Thematic Blockchain Global Equity 8.42%
CM-AM Global Gold 7.44%
Thematics AI and Robotics 4.96%
Athymis Industrie 4.0 4.78%
EdR Fund US Value 4.64%
AXA WF Robotech 4.46%
CPR Invest Hydrogen 4.44%
Pictet - Security 4.32%
Candriam Equities L Robotics & Innovative Technology 4.11%
Aperture European Innovation 4.09%
FTGF Royce US Small Cap Opportunity Fund 4.05%
BNP Paribas US Small Cap 4.01%
Pictet - Global Environmental Opportunities 3.97%
Groupama Global Disruption 3.96%
ODDO BHF Artificial Intelligence 3.93%
Carmignac Investissement 3.93%
Tocqueville Global Tech ISR 3.92%
GIS SRI Ageing Population 3.85%
Echiquier Artificial Intelligence 3.84%
JPMorgan Funds - US Technology 3.82%
Sienna Actions Bas Carbone 3.79%
Pictet - Clean Energy Transition 3.77%
Jupiter Global Ecology Growth 3.77%
Echiquier World Equity Growth 3.42%
Covéa Ruptures 3.37%
Groupama Global Active Equity 3.33%
BNP Paribas Funds Disruptive Technology 3.32%
Pictet - Water 3.20%
Franklin Technology Fund 3.13%
Pictet - Global Megatrend Selection 3.13%
Mandarine Global Transition 3.11%
Thematics Meta 3.05%
Pictet - Digital 3.02%
Pictet - Premium Brands 2.99%
JPMorgan Funds - Global Dividend 2.77%
Sienna Actions Internationales 2.72%
Covéa Actions Monde 2.65%
MS INVF Global Opportunity 2.57%
Ofi Invest ISR Grandes Marques 2.52%
Athymis Millennial 2.51%
BNP Paribas Aqua 2.45%
Comgest Monde 2.45%
Franklin U.S. Opportunities Fund 2.41%
VIA Smart Equity World 2.39%
Eurizon Fund Equity Innovation 2.37%
ODDO BHF Global Equity Stars 2.36%
Sycomore Sustainable Tech 2.31%
Thematics Water 2.30%
Janus Henderson Horizon Global Sustainable Equity Fund 2.29%
FTGF ClearBridge Infrastructure Value 2.28%
Russell Inv. World Equity Fund 2.27%
JPMorgan Funds - America Equity 2.22%
EdR Fund Big Data 2.17%
CPR Global Disruptive Opportunities 2.12%
Aesculape SRI 2.06%
JPMorgan Funds - Global Select Equity 1.91%
M&G (Lux) Global Dividend Fund 1.85%
Digital Stars Europe 1.84%
Mirova Global Sustainable Equity 1.79%
DNCA Invest Beyond Semperosa 1.72%
Fidelity Global Technology 1.63%
EdR Fund Healthcare 1.61%
Loomis Sayles U.S. Growth Equity 1.46%
Piquemal Houghton Global Equities 1.43%
HMG Globetrotter 1.19%
MS INVF Global Brands 1.11%
Auris Gravity US Equity Fund 0.74%
AXA Aedificandi 0.49%
M&G (Lux) Global Listed Infrastructure Fund 0.32%
R-co Thematic Real Estate -0.07%
Candriam Equities L Oncology Impact -0.38%
Franklin India Fund -3.51%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
H2O Adagio 1.57%
Fidelity Absolute Return Global Equity Fund 0.85%
Candriam Absolute Return Equity Market Neutral 0.84%
Exane Pleiade 0.78%
Pictet TR - Atlas 0.72%
DNCA Invest Alpha Bonds 0.72%
Jupiter Merian Global Equity Absolute Return 0.21%
Candriam Bonds Credit Alpha 0.12%
Cigogne UCITS Credit opportunities 0.11%
Syquant Capital - Helium Selection 0.03%
RAM European Market Neutral Equities 0.01%
AXA WF Euro Credit Total Return -0.40%
M&G (Lux) Episode Macro Fund -0.77%
Actualité Vidéos
Imprimer Envoyer l'Actu

2024 en revue, 2025 en vue : ce qu’il faut retenir...

Publié le mardi 7 janvier 2025

Bilan 2024 et perpestives 2025 avec Yoann Ignatiew (associé-gérant & responsable de gestion actions internationales et diversifié), Anthony Bailly (responsable de la gestion actions européennes) et Emmanuel Petit (associé-gérant & responsable de la gestion obligataire) chez Rothschild & Co AM.

Retour
Diversifiés/Flex Actions Convertibles
PEA Obligations Absolute return
Buzz H24
Acteurs : Ce mastodonte de l'épargne lance un contrat sans rétrocession
Vidéos : Avez-vous cette stratégie dans vos portefeuilles pour 2025 ?
Témoin : DNCA : deux départs importants mais organisés
Patrimoine : Un gérant fan des « produits » Musk
Marché : Le graphique de la semaine : regardez ces courbes, c'est une obligation
Produits : Produits structurés : quelles sont les bonnes idées pour 2025 ?
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 5.93%
Uzès WWW Perf 5.22%
Tocqueville Croissance Euro ISR 5.15%
Tocqueville Euro Equity ISR 5.07%
Ecofi Smart Transition 4.81%
Amplegest Pricing Power 4.69%
Tailor Actions Avenir ISR 4.67%
Sycomore Europe Happy @ Work 4.57%
VEGA Europe Convictions ISR 4.51%
LFR Euro Développement Durable ISR 4.49%
Echiquier Positive Impact Europe 4.21%
AIS Venn Collective Alpha Europe 4.12%
Echiquier Major SRI Growth Europe 3.79%
R-co 4Change Net Zero Equity Euro 3.78%
VEGA France Opportunités ISR 3.64%
Fidelity Europe 3.58%
Dorval Drivers Europe 3.52%
Dorval Manageurs Europe 3.48%
EdR SICAV Tricolore Convictions 3.36%
Europe Income Family 3.27%
AIS Venn Collective Alpha US 3.23%
BNP Paribas Développement Humain 3.20%
Richelieu Family 3.10%
Dorval European Climate Initiative 2.85%
Indépendance Europe Small 2.67%
Quadrator SRI 2.51%
EdR SICAV Euro Sustainable Equity 2.50%
BDL Convictions 2.38%
Moneta Multi Caps 2.27%
Alken Fund Small Cap Europe 2.12%
ELEVA Leaders Small & Mid Cap Europe 2.11%
Groupama Opportunities Europe 2.09%
Mirova Europe Environmental Equity 2.08%
Palatine Europe Sustainable Employment 2.08%
Pluvalca Small Caps 2.02%
Mandarine Premium Europe 1.87%
Covéa Perspectives Entreprises 1.76%
CPR Croissance Dynamique 1.71%
Norden SRI 1.58%
Indépendance France Small & Mid 1.50%
DNCA Invest SRI Norden Europe 1.46%
Sycomore Europe Eco Solutions 1.37%
DNCA Invest Archer Mid-Cap Europe 1.17%
Mandarine Unique 0.69%
HMG Découvertes 0.51%
Quadrige France Smallcaps -0.46%
Mandarine Europe Microcap -0.50%
VALBOA Engagement ISR -0.99%
Gay-Lussac Microcaps Europe -1.01%
Eiffel Nova Europe ISR -1.48%
Lazard Small Caps France -2.57%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global 1.78%
M Global Convertibles SRI 1.31%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
H2O Multibonds 5.52%
AXA IM FIIS US Short Duration High Yield 1.16%
Omnibond 0.79%
FTGF Brandywine Global Income Optimiser Fund 0.52%
Goldman Sachs Yen Liquid Reserves Fund Institutional 0.50%
IVO EM Corporate Debt UCITS 0.46%
Axiom Short Duration Bond 0.37%
Mandarine Credit Opportunities 0.35%
Axiom Obligataire 0.33%
Groupama Alpha Fixed Income Plus 0.33%
Tikehau 2027 0.20%
Carmignac Portfolio Credit 0.19%
Auris Investment Grade 0.16%
BNP Paribas Bond 6 M 0.14%
Tikehau European High Yield 0.14%
La Française Credit Innovation 0.12%
SLF (LUX) Bond High Yield Opportunity 2026 0.12%
Schelcher Euro High Yield 0.11%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.10%
Tailor Credit 2028 0.00%
DNCA Invest Credit Conviction -0.01%
Ostrum SRI Crossover -0.04%
Alken Fund Income Opportunities -0.07%
BNP Paribas Funds Euro High Yield Bd -0.14%
La Française Rendement Global 2028 -0.19%
Amundi Cash USD -0.19%
Ofi Invest High Yield 2027 -0.20%
Richelieu Euro Credit Unconstrained -0.22%
Auris Euro Rendement -0.25%
R-co Conviction Credit Euro -0.27%
Tailor Crédit Rendement Cible -0.29%
EdR Fund Bond Allocation -0.38%
Lazard Credit Opportunities -0.40%
Ofi Invest ESG Alpha Yield -0.49%
Eiffel Rendement 2028 -0.57%
Jupiter Dynamic Bond -0.62%
LO Funds - Short-Term Money Market CHF -0.66%
Epsilon Euro Bond -0.77%