CAC 40	Perf Jour	Perf Ytd
7665.62	-1.82%	-5.94%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	2.20%
Elkano Global Fund	2.10%
BNY Mellon Global Real Return Fund (EUR)	2.05%
Mandarine Solution	2.03%
First Eagle Amundi International Fund	1.28%
Carmignac Patrimoine	1.20%
M&G (Lux) Dynamic Allocation Fund	0.98%
Ginjer Actifs 360	0.59%
Eurose	-0.19%
Russell Inv. MAGS	-0.23%
Trusteam Optimum	-0.50%
H2O Moderato	-0.53%
Nova Dynamique	-0.54%
GF Ambition Solidaire	-0.67%
Moneta Long Short	-0.81%
GIS Global Multi Asset Income	-0.89%
Echiquier ARTY SRI	-1.26%
Dorval Global Allocation	-1.44%
Varenne Valeur	-1.75%
Tailor Allocation Defensive	-1.82%
Clartan Valeurs	-2.14%
VEGA Euro Rendement ISR	-2.21%
Sienna Diversifié Flexible Monde	-2.41%
Varenne Global	-2.45%
R-co Valor Balanced	-2.72%
Dorval Convictions	-2.76%
ODDO BHF Polaris Balanced	-2.83%
Tikehau International Cross Assets	-3.26%
H2O Multistrategies	-3.69%
AXA WF Global Optimal Income	-4.27%
DNCA Invest Evolutif	-4.33%
Mansartis Investissements ISR	-4.34%
R-co Valor	-4.61%
VEGA Patrimoine ISR	-4.71%
Exane Ceres	-4.91%
ELEVA Global Multi Opportunities	-5.33%
IDE Dynamic World Flexible	-6.17%
ACATIS Value Event	-6.68%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
IAM Space	15.16%
SKAGEN Kon-Tiki	7.70%
Aperture European Innovation	7.23%
Templeton Emerging Markets Fund	7.11%
GemEquity	6.88%
FTGF ClearBridge Infrastructure Value Fund	6.37%
Pictet - Clean Energy Transition	5.49%
Longchamp Dalton Japan Long Only	5.16%
Sycomore Sustainable Tech	4.68%
HMG Globetrotter	4.43%
EdR SICAV Global Resilience	3.61%
Athymis Industrie 4.0	3.27%
Piquemal Houghton Global Equities	3.03%
Mandarine Global Transition	3.01%
BNP Paribas Aqua	2.58%
Groupama Global Active Equity	2.26%
Groupama Global Disruption	1.60%
M&G (Lux) Global Dividend Fund	1.16%
DNCA Invest Sustain Climate	0.22%
Thematics Water	0.08%
BNP Paribas US Small Cap	-0.04%
M&G (Lux) European Strategic Value Fund	-0.22%
Palatine Amérique	-0.25%
Carmignac Investissement	-0.40%
H2O Multiequities	-0.58%
CM-AM Global Gold	-0.61%
CPR Invest Global Gold Mines	-0.68%
JPMorgan Funds - Global Dividend	-1.14%
Echiquier Global Tech	-1.56%
AXA Aedificandi	-1.59%
DNCA Invest Strategic Resources	-1.60%
Candriam Equities L Robotics & Innovative Technology	-1.70%
EdR Fund Big Data	-1.99%
R-co Thematic Real Estate	-2.04%
FTGF Putnam US Research Fund	-2.42%
Sienna Actions Internationales	-2.90%
Fidelity Global Technology	-2.96%
JPMorgan Funds - America Equity	-3.12%
BNP Paribas Funds Disruptive Technology	-3.55%
Mirova Global Sustainable Equity	-4.45%
ODDO BHF Artificial Intelligence	-4.69%
Franklin Technology Fund	-4.69%
EdR Fund Healthcare	-4.80%
Candriam Equities L Oncology	-5.01%
Athymis Millennial	-5.05%
Echiquier World Equity Growth	-5.13%
Sienna Actions Bas Carbone	-5.19%
Pictet-Robotics	-5.26%
Comgest Monde	-5.53%
Ofi Invest Grandes Marques	-5.82%
Echiquier Artificial Intelligence	-5.93%
Thematics Meta	-6.29%
Square Megatrends Champions	-6.31%
Thematics AI and Robotics	-6.33%
GIS Sycomore Ageing Population	-6.65%
Auris Gravity US Equity Fund	-6.83%
R-co Thematic Blockchain Global Equity	-8.74%
Loomis Sayles U.S. Growth Equity	-9.86%
Pictet - Digital	-11.40%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Sirius	3.76%
Candriam Absolute Return Equity Market Neutral	3.19%
JPMorgan Funds - Europe Equity Absolute Alpha	3.09%
Pictet TR - Atlas Titan	2.38%
RAM European Market Neutral Equities	2.10%
Pictet TR - Atlas	1.25%
Sapienta Absolu	1.03%
Cigogne UCITS Credit Opportunities	0.42%
Candriam Bonds Credit Alpha	0.36%
Syquant Capital - Helium Selection	0.33%
Schelcher Optimal Income	0.31%
DNCA Invest Alpha Bonds	0.03%
H2O Adagio	-0.10%
BDL Durandal	-0.13%
ELEVA Global Bonds Opportunities	-1.03%
BNP Paribas Global Absolute Return Bond	-1.05%
AXA WF Euro Credit Total Return	-1.07%
Alken Fund Absolute Return Europe	-1.27%
Jupiter Merian Global Equity Absolute Return	-1.35%
Sienna Performance Absolue Défensif	-2.28%
ELEVA Absolute Return Dynamic	-3.35%
Exane Pleiade	-4.28%
Fidelity Absolute Return Global Equity Fund	-4.44%
MacroSphere Global Fund	-7.77%

Palmarès : Très intéressant de comparer les performances de quelques fonds diversifiés sur 5 ans…

FONDS	PERF 5 ANS (annualisée)
Exclusif 21	+7,39%
ACATIS Value Event	+6,46%
IDE Dynamic World Flexible	+6,38%
R-co Valor	+6,20%
First Eagle Amundi International Fund	+5,73%
GF Ambition Solidaire	+5,63%
Ginjer Actifs 360	+5,16%
BDL Rempart	+4,95%
Lazard Patrimoine Opportunities SRI	+4,63%
Gay-Lussac Europe Flex	+4,30%
Carmignac Portfolio Patrimoine Europe	+3,99%
Cogefi Flex Dynamic	+3,82%
Orcadia Global Sustainable Balanced	+3,38%
ODDO BHF Exklusiv : Polaris Balanced	+3,19%
Mansartis Investissements ISR	+3,05%
VEGA Patrimoine ISR	+2,95%
Moneta Long Short	+2,73%
R-co Valor Balanced (fonds créé le 24/10/18 🥳)	+2,68% (au 23/10/23)
Ruffer Total Return International	+2,65%
DNCA Invest Evolutif	+2,40%
OFI Invest ESG MultiTrack	+2,33%
Eurose	+1,85%
Trusteam ROC Flex	+1,70%
Ethna-Aktiv	+1,44%
M&G (Lux) Dynamic Allocation Fund	+1,43%
Tikehau International Cross Assets	+1,42%
Lazard Patrimoine	+1,34%
Russell Inv. MAGS	+1,33%
Nordea 1 - Stable Return	+1,20%
Auris Diversified Beta	+1,19%
Echiquier ARTY SRI	+1,16%
BNY Mellon Global Real Return Fund (EUR)	+1,05%
Sextant Grand Large	+0,92%
Carmignac Patrimoine	+0,85%
Dorval Global Conservative	+0,84%
VEGA Euro Rendement ISR	+0,46%
Vivienne Ouessant	+0,02%
Tailor Allocation Defensive	-0,09%
CPR Croissance Réactive	-0,13%
JPMorgan Funds - Global Macro Opportunities	-0,14%
Dorval Convictions	-0,51%
JPMorgan Funds - Global Income	-0,62%
Invest Latitude Equilibre	-1,06%
Sycomore Partners	-1,43%
AXA WF Global Optimal Income	-1,67%

Données Morningstar au 25 octobre 2023

Publié le mercredi 25 octobre 2023

Autres articles

Marché

Ces fonds atteignent un niveau record avec 230 milliards €...

Publié le 20 mars 2026

Produits

Portefeuille équilibré : Les fonds d'Yves Conan (Linxea) & Xavier de Buhren (OTEA Capital)

Publié le 20 mars 2026

Un Témoin dans la Salle

C'est le meilleur fonds diversifié de 2026 : comment ses gérants font la différence...

Publié le 20 mars 2026

Buzz H24

Dessins 19.03.2026

Qu'est-ce qui est le plus dangereux ?

Marché 20.03.2026

Ces fonds atteignent un niveau record...

Produits 20.03.2026

Portefeuille équilibré : Les fonds d'...

Produits 18.03.2026

Le Top 10 des OPCVM les plus collecté...

Vidéos 16.03.2026

La prochaine vague d’IA arrive...

Produits 17.03.2026

Les fonds du portefeuille équilibré d...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	3.16%
Chahine Funds - Equity Continental Europe	1.28%
Ginjer Detox European Equity	0.44%
Indépendance Europe Mid	-0.03%
Maxima	-1.05%
Groupama Opportunities Europe	-1.34%
Tailor Actions Entrepreneurs	-1.79%
Indépendance France Small & Mid	-1.94%
HMG Découvertes	-2.17%
Mandarine Premium Europe	-2.21%
IDE Dynamic Euro	-2.28%
CPR Invest - European Strategic Autonomy	-2.34%
Echiquier Agenor SRI Mid Cap Europe	-2.39%
Gay-Lussac Microcaps Europe	-2.48%
Tikehau European Sovereignty	-2.59%
Sycomore Europe Happy @ Work	-2.80%
JPMorgan Euroland Dynamic	-2.85%
Axiom European Banks Equity	-3.12%
BDL Convictions	-3.30%
Fidelity Europe	-3.92%
Tocqueville Euro Equity ISR	-3.92%
Amplegest Pricing Power	-3.94%
Pluvalca Initiatives PME	-4.03%
Mandarine Europe Microcap	-4.13%
Sycomore Sélection Responsable	-4.25%
INOCAP France Smallcaps	-4.33%
DNCA Invest Archer Mid-Cap Europe	-4.75%
VALBOA Engagement	-4.95%
Tocqueville Value Euro ISR	-5.17%
Tocqueville Croissance Euro ISR	-5.23%
Moneta Multi Caps	-5.37%
LFR Inclusion Responsable ISR	-5.74%
Alken European Opportunities	-5.83%
Uzès WWW Perf	-5.93%
Tailor Actions Avenir ISR	-6.64%
Lazard Small Caps Euro	-6.81%
R-co 4Change Net Zero Equity Euro	-7.28%
Echiquier Major SRI Growth Europe	-7.29%
ODDO BHF Active Small Cap	-7.39%
Mandarine Unique	-7.74%
DNCA Invest SRI Norden Europe	-7.80%
VEGA Europe Convictions ISR	-7.83%
Europe Income Family	-8.08%
Dorval Drivers Europe	-8.22%
VEGA France Opportunités ISR	-8.23%
EdR SICAV Tricolore Convictions	-10.47%
Groupama Avenir PME Europe	-11.92%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
M Climate Solutions	5.18%
Regnan Sustainable Water & Waste	0.44%
Storebrand Global Solutions	-0.42%
La Française Credit Innovation	-1.18%
Triodos Impact Mixed	-1.37%
Echiquier Positive Impact Europe	-1.58%
Triodos Global Equities Impact	-2.23%
Dorval European Climate Initiative	-2.69%
EdR SICAV Euro Sustainable Equity	-3.55%
Triodos Future Generations	-3.83%
BDL Transitions Megatrends	-4.85%
Ecofi Smart Transition	-5.15%
Palatine Europe Sustainable Employment	-5.79%
DNCA Invest Sustain Semperosa	-5.99%
R-co 4Change Net Zero Equity Euro	-7.28%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Amundi Cash USD	2.52%
LO Funds - Short-Term Money Market CHF	2.10%
Templeton Global Total Return Fund	1.20%
M&G (Lux) Emerging Markets Bond Fund	0.67%
IVO EM Corporate Debt UCITS	0.42%
Axiom Short Duration Bond	0.35%
Axiom Emerging Markets Corporate Bonds	0.24%
IVO EM Corporate Debt Short Duration SRI	0.12%
IVO Global High Yield	0.09%
M International Convertible 2028	0.03%
DNCA Invest Credit Conviction	-0.21%
Axiom Obligataire	-0.23%
Income Euro Sélection	-0.33%
Hugau Obli 1-3	-0.35%
Franklin Euro Short Duration Bond Fund	-0.36%
R-co Conviction Credit Euro	-0.40%
Carmignac Portfolio Credit	-0.44%
Lazard Euro Short Duration Income Opportunities SRI	-0.47%
Hugau Obli 3-5	-0.48%
Ostrum SRI Crossover	-0.55%
Mandarine Credit Opportunities	-0.58%
SLF (L) Bond 12M	-0.58%
Ofi Invest Alpha Yield	-0.58%
Jupiter Dynamic Bond	-0.59%
EdR SICAV Short Duration Credit	-0.62%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	-0.69%
Lazard Credit Fi SRI	-0.79%
Auris Euro Rendement	-0.85%
EdR SICAV Financial Bonds	-0.89%
Ostrum Euro High Income Fund	-0.94%
Sycoyield 2030	-1.04%
Omnibond	-1.08%
EdR Fund Bond Allocation	-1.14%
Tikehau European High Yield	-1.16%
La Française Credit Innovation	-1.18%
Tailor Crédit Rendement Cible	-1.18%
Tikehau 2031	-1.35%
EdR SICAV Millesima 2030	-1.40%
LO Fallen Angels	-1.43%
Eiffel High Yield Low Carbon	-1.62%
Lazard Credit Opportunities	-1.71%
Eiffel Rendement 2030	-1.89%
CPR Absolute Return Bond	-2.33%
H2O Multibonds	-2.86%