CAC 40	Perf Jour	Perf Ytd
7696.92	-0.4%	+4.28%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	13.99%
BDL Rempart	13.26%
GF Ambition Solidaire	12.52%
Ginjer Actifs 360	9.27%
Moneta Long Short	8.53%
Dorval Convictions	6.70%
Exane Ceres	6.63%
Ruffer Total Return International	4.77%
Eurose	4.74%
VEGA Patrimoine ISR	4.11%
Claresco Allocation Flexible	3.68%
ELEVA AR - Dynamic	3.18%
Carmignac Patrimoine	3.12%
Gay-Lussac Europe Flex	2.70%
Echiquier ARTY SRI	2.59%
M&G (Lux) Dynamic Allocation Fund	2.49%
Auris Diversified Beta	2.32%
Trusteam Optimum	1.32%
VALBOA Exclusif	1.31%
Sienna Diversifié Flexible Monde	0.78%
Dorval Global Allocation	0.77%
VEGA Euro Rendement ISR	0.69%
Tailor Allocation Defensive	0.39%
BNY Mellon Global Real Return Fund (EUR)	0.29%
Sycomore Next Generation	0.24%
Tikehau International Cross Assets	0.00%
ELEVA Global Multi Opportunities	-0.04%
R-co Valor Balanced	-0.29%
ACATIS Value Event	-0.38%
AXA WF Global Optimal Income	-0.64%
Elkano Global Fund	-0.70%
Lazard Patrimoine SRI	-0.76%
DNCA Invest Evolutif	-1.11%
Russell Inv. MAGS	-1.14%
R-co Valor	-1.41%
Ofi Invest ESG MultiTrack	-1.54%
Mandarine Solution	-1.79%
Echiquier Allocation Flexible	-2.86%
GIS Global Multi Asset Income	-2.95%
Monocle Fund	-3.20%
ODDO BHF Polaris Balanced	-3.28%
First Eagle Amundi International Fund	-3.64%
Mansartis Investissements ISR	-4.41%
IDE Dynamic World Flexible	-4.78%
Nova Dynamique	-6.02%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	28.01%
Aperture European Innovation	8.35%
Sienna Actions Bas Carbone	7.99%
Digital Stars Europe	6.96%
AXA Aedificandi	6.00%
Piquemal Houghton Global Equities	5.26%
R-co Thematic Real Estate	5.01%
GIS SRI Ageing Population	4.07%
FTGF ClearBridge Infrastructure Value	2.53%
Jupiter Financial Innovation	2.20%
DNCA Invest Beyond Semperosa	0.93%
M&G (Lux) Global Listed Infrastructure Fund	-1.22%
Athymis Industrie 4.0	-1.36%
HMG Globetrotter	-1.64%
BNP Paribas Aqua	-2.86%
Candriam Equities L Oncology	-3.11%
Janus Henderson Horizon Global Sustainable Equity Fund	-3.31%
Auris Gravity US Equity Fund	-3.40%
EdR Fund Big Data	-4.32%
Mandarine Global Transition	-4.46%
Thematics Water	-4.57%
MS INVF Global Opportunity	-4.90%
Carmignac Investissement	-5.21%
VIA Smart Equity World	-5.35%
Pictet - Water	-5.67%
MS INVF Global Brands	-5.71%
Comgest Monde	-5.72%
JPMorgan Funds - Global Dividend	-5.89%
Square Megatrends Champions	-6.31%
CPR Invest Climate Action	-6.82%
Sienna Actions Internationales	-7.17%
Mirova Global Sustainable Equity	-7.44%
Candriam Equities L Robotics & Innovative Technology	-7.53%
ODDO BHF Global Equity Stars	-8.10%
M&G (Lux) Global Dividend Fund	-8.24%
Sanso Smart Climate	-8.38%
Thematics Meta	-8.42%
Echiquier World Equity Growth	-8.46%
Russell Inv. World Equity Fund	-8.62%
EdR Fund Healthcare	-8.75%
Franklin India Fund	-9.33%
Covéa Actions Monde	-9.45%
Pictet - Security	-9.57%
Groupama Global Active Equity	-9.58%
Pictet - Digital	-9.60%
Fidelity Global Technology	-9.64%
Covéa Ruptures	-9.95%
Groupama Global Disruption	-10.21%
EdR Fund US Value	-10.58%
Ofi Invest ESG Grandes Marques	-10.61%
Athymis Millennial	-10.74%
Echiquier Artificial Intelligence	-11.02%
JPMorgan Funds - Global Select Equity	-11.30%
Sycomore Sustainable Tech	-11.32%
ODDO BHF Artificial Intelligence	-11.79%
Eurizon Fund Equity Innovation	-12.31%
Tocqueville Global Tech ISR	-13.44%
Franklin U.S. Opportunities Fund	-13.93%
Pictet - Clean Energy Transition	-14.12%
JPMorgan Funds - America Equity	-14.24%
CPR Global Disruptive Opportunities	-14.48%
Thematics AI and Robotics	-14.49%
BNP Paribas US Small Cap	-15.06%
BNP Paribas Funds Disruptive Technology	-15.08%
Claresco USA	-15.63%
JPMorgan Funds - US Technology	-15.91%
Loomis Sayles U.S. Growth Equity	-15.95%
R-co Thematic Blockchain Global Equity	-15.99%
Franklin Technology Fund	-16.03%
AXA WF Robotech	-17.90%
FTGF Royce US Small Cap Opportunity Fund	-21.60%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	5.71%
H2O Adagio	4.92%
Jupiter Merian Global Equity Absolute Return	4.52%
M&G (Lux) Episode Macro Fund	4.29%
BNP Paribas Global Absolute Return Bond	3.31%
Sienna Performance Absolue Défensif	2.74%
Fidelity Absolute Return Global Equity Fund	2.71%
Exane Pleiade	2.35%
Cigogne UCITS Credit Opportunities	1.74%
DNCA Invest Alpha Bonds	1.71%
Syquant Capital - Helium Selection	1.42%
Candriam Bonds Credit Alpha	1.39%
Pictet TR - Atlas Titan	0.92%
AXA WF Euro Credit Total Return	0.91%
Pictet TR - Atlas	0.65%
Candriam Absolute Return Equity Market Neutral	0.24%

Les fonds choisis par le FRR (Fonds de réserve pour les retraites) pour performer...

Voici la répartition de la poche OPC du portefeuille du FRR à fin 2024.

A noter que cette poche est passée de 3,3 milliards au S1 2024 à + de 3,9 milliards !

FONDS & POIDS DANS LE PORTEFEUILLE OPC

GROUPAMA TRESORERIE P : 11,65%
OFI RS MONETAIRE IC : 10,06%
SCHRODER ISF EMERGING MARKETS I EUR CAP : 9,31%
PICTET-EMERGING LOCAL CURRENCY DEBT-Z USD : 7,68%
THE COLCHESTER LOCAL MARKE ACCUM SHS -I PREMIE : 7,5%
FIDELITY FUNDS EMERGING MARKETS FUND I USD CAP : 5,64%
AVIVA INVESTORS FDS EMERG MARKETS BOND FD V$ C : 4,97%
UNION + : 4,5%
EMERGING MARKETS LOCAL CURRENCY BOND FUND SHS : 4,5%
AMUNDI 3 M I2 : 4,09%
TEMPLETON EMERGING MARKETS BOND FUND I USD CAP : 3,71%
ASHMORE-EMERGING MARKETS LOCAL CURRENCY BOND I : 3,31%
CPR INVEST GLOBAL DISRUPTIVE OPPORTUNITIES X2-EUR : 3,2%
PACIFIC NORTH OF SOUTH EM ALL CAP ACCUM SHS -I : 2,99%
PICTET-GLOBAL EMERGING DEBT-Z USD : 2,71%
VANGUARD EMERGING MARKETS BOND FUND INSTITUTION : 2,69%
RCGF - ROBECO QI EMERGING MARKETS ACTIVE EQUITIES : 2,68%
BLACKROCK EMERGING MARKETS FLEXI DYNAMIC BOND : 2,27%
EDMOND DE ROTHSCHILD FUND – BIG DATA P EUR : 2,05%
NATIXIS IF (LUX) I - THEMATICS SAFETY I/A EUR : 1,6%
BNP PARIBAS CASH INVEST I : 1,29%
ECHIQUIER FUND ARTIFICIAL INTELLIGENCE IXL : 1,15%
AXA COURT TERME I : 0,42%
AMUNDI EURO LIQUIDITY SHORT TERM SRI FCP UNITS : 0,02%
BFT MONETAIRE COURT TERME ISR SICAV : 0%

Publié le mardi 11 mars 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	27.11%
Axiom European Banks Equity	26.02%
Indépendance Europe Small	18.84%
Tailor Actions Avenir ISR	16.51%
Groupama Opportunities Europe	13.65%
BDL Convictions	13.28%
Indépendance France Small & Mid	10.82%
Covéa Perspectives Entreprises	10.25%
Uzès WWW Perf	10.22%
DNCA Invest Archer Mid-Cap Europe	9.35%
Richelieu Family	9.20%
Ecofi Smart Transition	8.88%
Tocqueville Euro Equity ISR	8.67%
VALBOA Engagement ISR	8.63%
Moneta Multi Caps	8.62%
EdR SICAV Tricolore Convictions	8.36%
Europe Income Family	7.95%
R-co 4Change Net Zero Equity Euro	7.66%
Sycomore Europe Happy @ Work	7.43%
Mandarine Premium Europe	6.62%
Fidelity Europe	6.57%
Quadrige France Smallcaps	6.51%
ADS Venn Collective Alpha Europe	5.05%
Dorval Drivers Europe	4.95%
Mandarine Europe Microcap	4.86%
ELEVA Leaders Small & Mid Cap Europe	4.22%
Mirova Europe Environmental Equity	3.95%
HMG Découvertes	3.29%
Sycomore Europe Eco Solutions	2.84%
Norden SRI	2.80%
Gay-Lussac Microcaps Europe	2.55%
Palatine Europe Sustainable Employment	2.35%
Mandarine Unique	1.49%
Echiquier Positive Impact Europe	1.21%
LFR Euro Développement Durable ISR	1.01%
Tocqueville Croissance Euro ISR	0.86%
Amplegest Pricing Power	0.50%
VEGA France Opportunités ISR	0.05%
Lazard Small Caps France	-0.50%
DNCA Invest SRI Norden Europe	-1.39%
VEGA Europe Convictions ISR	-2.15%
Eiffel Nova Europe ISR	-2.39%
Echiquier Major SRI Growth Europe	-2.50%
CPR Croissance Dynamique	-6.99%
ADS Venn Collective Alpha US	-12.92%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	8.11%
R-co 4Change Net Zero Equity Euro	7.66%
EdR SICAV Euro Sustainable Equity	6.83%
La Française Credit Innovation	1.24%
Echiquier Positive Impact Europe	1.21%
DNCA Invest Beyond Semperosa	0.93%
Triodos Future Generations	-0.04%
BDL Transitions Megatrends	-0.16%
Equilibre Ecologique	-0.80%
Triodos Impact Mixed	-2.41%
Aesculape SRI	-5.67%
Triodos Global Equities Impact	-6.08%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	17.35%
Carmignac Portfolio Credit	1.90%
Axiom Short Duration Bond	1.86%
Income Euro Sélection	1.81%
Axiom Obligataire	1.79%
SLF (LUX) Bond High Yield Opportunity 2026	1.50%
IVO Global Opportunities	1.49%
Alken Fund Income Opportunities	1.47%
DNCA Invest Credit Conviction	1.43%
Ostrum SRI Crossover	1.34%
La Française Credit Innovation	1.24%
Mandarine Credit Opportunities	1.16%
Jupiter Dynamic Bond	1.16%
FTGF Brandywine Global Income Optimiser Fund	1.08%
R-co Conviction Credit Euro	1.06%
Groupama Alpha Fixed Income Plus	1.03%
Tikehau 2027	0.94%
Pluvalca Credit Opportunities 2028	0.89%
Schelcher Global Yield 2028	0.86%
IVO EM Corporate Debt Short Duration SRI	0.85%
Tailor Crédit Rendement Cible	0.84%
Tikehau 2029	0.83%
Epsilon Euro Bond	0.74%
Ofi Invest High Yield 2029	0.66%
Tikehau European High Yield	0.62%
Ofi Invest Alpha Yield	0.60%
Omnibond	0.59%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.49%
La Française Rendement Global 2028	0.47%
Auris Investment Grade	0.45%
LO Funds - Short-Term Money Market CHF	0.42%
M All Weather Bonds	0.40%
Auris Euro Rendement	0.37%
Sanso Short Duration	0.31%
Tailor Credit 2028	0.31%
EdR Fund Bond Allocation	-0.08%
Richelieu Euro Credit Unconstrained	-0.21%
Eiffel Rendement 2028	-0.23%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.56%
IVO EM Corporate Debt UCITS	-0.89%
Lazard Credit Opportunities	-1.16%
AXA IM FIIS US Short Duration High Yield	-7.08%
Amundi Cash USD	-7.34%