CAC 40 Perf Jour Perf Ytd

7963.9 +0.62% +5.58%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
DNCA Invest Evolutif	8.73%
IDE Dynamic World Flexible	8.65%
First Eagle Amundi International Fund	7.44%
GF Ambition Solidaire	7.36%
R-co Valor	6.93%
Dorval Convictions	5.60%
Ginjer Actifs 360	4.45%
Carmignac Patrimoine	3.99%
R-co Valor Balanced	3.95%
Mansartis Investissements ISR	3.90%
ACATIS Value Event	3.85%
Cogefi Flex Dynamic	3.72%
Latitude Equilibre	3.70%
BDL Rempart	3.42%
Exclusif 21	3.36%
Mandarine Solution	3.34%
VEGA Patrimoine ISR	3.16%
BNY Mellon Global Real Return Fund (EUR)	3.09%
ODDO BHF Exklusiv : Polaris Balanced	2.77%
Sycomore Next Generation	2.44%
JPMorgan Funds - Global Macro Opportunities	2.36%
Latitude Patrimoine	2.27%
Tailor Allocation Defensive	2.12%
M&G (Lux) Dynamic Allocation Fund	1.91%
Tikehau International Cross Assets	1.82%
GIS Global Multi Asset Income	1.76%
Russell Inv. MAGS	1.58%
Lazard Patrimoine Opportunities SRI	1.58%
Dorval Global Allocation	1.55%
Eurose	1.53%
Sienna Diversifié Flexible Monde	1.03%
Dorval Global Conservative	1.00%
Auris Diversified Beta	0.98%
VEGA Euro Rendement ISR	0.94%
OFI Invest ESG MultiTrack	0.72%
Trusteam ROC Flex	0.51%
Echiquier Allocation Flexible	0.50%
Echiquier ARTY SRI	0.31%
Sextant Grand Large	-0.32%
Moneta Long Short	-0.35%
CPR Croissance Réactive	-0.64%
Lazard Patrimoine SRI	-0.75%
Ruffer Total Return International	-1.06%
Gay-Lussac Europe Flex	-1.27%
H2O Moderato	-1.96%
Vivienne Ouessant	-4.34%
Ecofi Agir Pour Le Climat	-5.19%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
Sycomore Sustainable Tech	14.25%
Carmignac Investissement	13.54%
CM-AM Global Gold	13.34%
Pictet - Digital	13.19%
Franklin U.S. Opportunities Fund	12.28%
Franklin Technology Fund	10.88%
Loomis Sayles U.S. Growth	10.72%
Echiquier World Equity Growth	10.50%
Mirova Global Sustainable Equity	10.30%
OFI Invest ISR Grandes Marques	10.21%
MS INVF Global Opportunity	9.92%
Athymis Millennial	9.88%
CM-AM Global Leaders	9.85%
BNP Paribas Funds Disruptive Technology	9.66%
G Fund - Global Disruption	8.67%
Echiquier Artificial Intelligence	8.56%
AXA WF Robotech	8.52%
Pictet - Water	8.45%
Digital Stars Europe	8.44%
CPR Global Disruptive Opportunities	8.23%
Janus Henderson Horizon Global Sustainable Equity Fund	7.98%
Thematics Water	7.52%
Sanso Smart Climate	7.27%
Comgest Monde	7.26%
ODDO BHF Artificial Intelligence	7.19%
Russell Inv. World Equity Fund	7.07%
Mandarine Global Transition	6.80%
Aesculape SRI	6.76%
JPMorgan Funds - Global Healthcare	6.75%
Square Megatrends Champions	6.75%
Fidelity Global Technology	6.52%
Sienna Actions Bas Carbone ISR	6.51%
Jupiter Global Ecology Growth	6.07%
Pictet - Global Environmental Opportunities	6.05%
JPMorgan Funds - Global Dividend	5.79%
GIS SRI Ageing Population	5.65%
BNP Paribas US Small Cap	5.52%
M&G (Lux) Global Dividend Fund	5.52%
Thematics AI and Robotics	5.50%
EdR Fund US Value	5.06%
CPR Silver Age	4.93%
Thematics Meta	4.56%
Covéa Ruptures	4.48%
BNP Paribas Aqua	4.40%
Pictet - Global Megatrend Selection	4.24%
DNCA Invest Beyond Semperosa	4.12%
R-co Valor 4Change Global Equity	4.09%
JPMorgan Funds - China A-Share Opportunities	4.00%
CPR Invest Hydrogen	3.96%
GemEquity	3.90%
Templeton Global Climate Change Fund	3.51%
Pictet - Security	3.38%
Valeur Intrinsèque	3.29%
Sextant Tech	3.22%
EdR Fund Big Data	2.87%
Candriam Equities L Oncology Impact	2.60%
Pictet - Premium Brands	2.58%
Richelieu America	2.52%
MS INVF Global Brands	2.22%
BNY Mellon Blockchain Innovation Fund	2.19%
Piquemal Houghton Global Equities	1.99%
Pictet - Clean Energy Transition	1.94%
Mandarine Global Microcap	1.44%
R-co Thematic Blockchain Global Equity	0.83%
FTGF ClearBridge Infrastructure Value	0.14%
EdR Fund Healthcare	-0.32%
M&G (Lux) Global Listed Infrastructure Fund	-0.45%
Candriam EQ L Europe Innovation	-0.59%
Echiquier World Next Leaders	-1.44%
AXA Aedificandi	-2.47%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
Fidelity Absolute Return Global Equity Fund	4.73%
Pictet TR - Atlas	3.92%
Jupiter Merian Global Equity Absolute Return	3.72%
Sanso MultiStratégies	2.83%
Exane Pleiade	1.92%
Candriam Absolute Return Equity Market Neutral	1.83%
AXA WF Euro Credit Total Return	1.62%
DNCA Invest Alpha Bonds	1.43%
Candriam Bonds Credit Alpha	1.42%
Syquant Capital - Helium Selection	1.21%
H2O Adagio	-0.25%
M&G (Lux) Episode Macro Fund	-2.04%
Vivienne Bréhat	-8.60%

Agenda Public

9 février

11:00 - 14:00

Réunion de Gestion " Esprit Partenaires " - Rothschild Martin Maurel Asset Management

Organisé par Rothschild & Co Asset Management
Ville: METZ

Veuillez contacter Jérémy Silvera pour toute information complémentaire au 06 87 92 46 97

Buzz H24

Vidéos : Sur un an, cet actif a généré une performance de +122

Acteurs : Une absorption qui permet de constituer le 6ème + gros acteur français de la gestion d'actifs

Produits : Un fonds performant mais pas seulement

Patrimoine : 10 clients que vous rêveriez d'avoir

Marché : Les fonds thématiques moins populaires en France

Témoin : Entre optimisme pour la technologie et prudence pour les petites capitalisations

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	26.03%
Alken Fund Small Cap Europe	9.93%
Alken European Opportunities	9.49%
Tailor Actions Avenir ISR	9.11%
Sycomore Europe Happy @ Work	8.62%
VEGA France Opportunités ISR	8.30%
Uzès WWW Perf	7.99%
France Engagement	7.98%
Indépendance France Small	7.92%
Tocqueville Euro Equity ISR	7.33%
VEGA Europe Convictions ISR	7.27%
Amplegest Pricing Power	7.26%
Tocqueville Croissance Euro ISR	6.96%
G Fund Opportunities Europe	6.80%
Centifolia	6.57%
EdR SICAV Tricolore Convictions	6.53%
Dorval Manageurs	6.21%
Dorval Manageurs Europe	5.94%
DNCA Invest SRI Norden Europe	5.88%
DNCA Invest Archer Mid-Cap Europe	5.73%
Indépendance Europe Small	5.73%
FCP Mon PEA	5.31%
Echiquier Positive Impact Europe	5.15%
Palatine Europe Sustainable Employment	4.78%
CPR Croissance Dynamique	4.54%
BDL Convictions	4.29%
LFR Euro Développement Durable ISR	4.25%
R-co Conviction Equity Value Euro	4.24%
BNP Paribas Développement Humain	3.94%
EdR SICAV Euro Sustainable Equity	3.94%
Fidelity Europe	3.92%
Athymis Trendsetters Europe	3.27%
OFI Invest ESG Equity Climate Change	3.08%
Dorval European Climate Initiative	1.82%
Covéa Perspectives Entreprises	1.73%
Erasmus Small Cap Euro	1.63%
Echiquier Value Euro	1.60%
Richelieu Family	1.53%
Mandarine Europe Microcap	0.51%
Mandarine Unique	0.50%
Mandarine Social Leaders	0.16%
Mandarine Premium Europe	0.06%
Pluvalca Small Caps	0.02%
Quadrator SRI	0.00%
Moneta Multi Caps	-0.44%
Quadrige France Smallcaps	-0.45%
Lazard Small Caps France	-0.67%
Gay-Lussac Smallcaps	-1.17%
Mirova Europe Environmental Equity	-2.10%
Erasmus Mid Cap Euro	-2.46%
Sycomore Europe Eco Solutions	-2.48%
Groupama Avenir Euro	-3.69%
LONVIA Avenir Mid-Cap Europe	-4.17%
Eiffel Nova Europe ISR	-6.24%
Quadrige Europe Midcaps	-6.56%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	-1.99%
M Global Convertibles SRI	-2.17%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Groupama Axiom Legacy	5.57%
Amundi Cash USD	5.29%
Omnibond	5.23%
AXA IM FIIS US Short Duration High Yield	4.19%
Axiom Obligataire	4.12%
Carmignac Portfolio Credit	3.05%
IVO Fixed Income	2.94%
Schelcher Global High Yield ESG	2.39%
Tikehau European High Yield	2.25%
Ostrum SRI Crédit Ultra Short Plus	1.70%
SLF (LUX) Bond High Yield Opportunity 2026	1.68%
Tikehau 2027	1.50%
BNP Paribas Bond 6 M	1.42%
BNP Paribas Funds Euro High Yield Bd	1.35%
Sanso Short Duration	1.31%
Tailor Credit 2028 C	1.30%
Pluvalca Credit Opportunities 2028	1.06%
Auris Euro Rendement	0.99%
ODDO BHF Global Target 2028	0.87%
Sycoyield 2026	0.85%
La Française Rendement Global 2028	0.83%
Auris Investment Grade	0.55%
Ofi Invest High Yield 2027	0.48%
Tailor Crédit Rendement Cible	0.38%
Lazard Credit Opportunities	-0.28%
Franklin European Total Return Fund	-1.38%
FTGF Brandywine Global Income Optimiser Fund	-1.82%
GIS Euro Bond	-1.93%
EdR Fund Bond Allocation	-2.13%
Jupiter Dynamic Bond	-3.26%
Pictet - Short-Term Money Market CHF	-4.33%
H2O Multibonds	-8.66%