Perf. YTD

Diversifiés/Flexibles

• 9.07% Ginjer Actifs 360
• 5.66% R-co Valor
• 4.42% R-co Conviction Club
• 4.24% Ruffer Total Return International
• 3.62% Clartan Valeurs
• 3.53% Amilton Solution
• 3.53% Moneta Long Short
• 3.44% Dorval Convictions
• 3.12% Invest Latitude Equilibre
• 3.09% Otea 1
• 3.00% Lazard Patrimoine SRI
• 2.94% Carmignac Portfolio Patrimoine Europe
• 2.83% R-co Valor Balanced
• 2.75% Dorval Global Convictions
• 2.61% Sextant Grand Large
• 2.54% SP Croissance
• 2.24% Threadneedle Euro Dynamic Real Return
• 2.22% First Eagle Amundi International Fund
• 1.95% Eurose
• 1.92% ACATIS GANÉ Value Event
• 1.86% JPM Global Macro Opportunities
• 1.80% Trusteam ROC Flex
• 1.53% DNCA Evolutif
• 1.52% Haas Epargne Global
• 1.48% Carmignac Portfolio Emerging Patrimoine
• 1.35% BGF ESG Multi-Asset
• 1.31% AXA WF Optimal Income
• 1.23% Richelieu Harmonies
• 1.12% VEGA Patrimoine
• 1.03% Mansartis Investissements ISR
• 1.02% Sycomore Allocation Patrimoine
• 1.01% Ethna-Aktiv
• 1.00% JPMorgan Global Income
• 0.91% Jupiter Flexible Income
• 0.89% Dorval Global Convictions Patrimoine
• 0.78% Ethna-Dynamisch
• 0.69% AXA WF Global Optimal Income
• 0.68% OFI RS MultiTrack
• 0.64% Sanso Convictions
• 0.59% Sycomore Next Generation
• 0.48% Russell MAGS
• 0.43% Echiquier ARTY SRI
• 0.42% Fidelity Patrimoine
• 0.40% Fidelity Global Multi Asset Income Fund
• 0.39% Haas Epargne Patrimoine
• 0.38% ODDO BHF Exklusiv : Polaris Balanced
• 0.37% Clartan Patrimoine
• 0.34% CPR Croissance Réactive
• 0.28% LFIS Vision UCITS Perspective Strategy
• 0.15% Carmignac Patrimoine
• 0.11% EdR Fund Income Europe
• 0.08% PIMCO GIS Dynamic Multi-Asset Fund
• 0.03% BNY Mellon Global Real Return Fund (EUR)
• -0.29% Nordea 1 - Stable Return
• -0.40% ODDO BHF Polaris Moderate
• -0.40% VEGA Euro Rendement
• -0.61% GF Fidélité
• -0.68% Tikehau International Cross Assets
• -0.75% SLF (F) Multi Asset Moderate
• -0.87% NN (L) Patrimonial Balanced European Sustainable
• -0.87% Lombard Odier Funds-All Roads
• -0.98% Invest Latitude Patrimoine
• -1.34% M&G (Lux) Dynamic Allocation
• -1.41% Covéa Flexible ISR
• -2.13% Vivienne Ouessant
• -2.49% M&G (Lux) Conservative Allocation

Perf. YTD

OPCVM Actions

• 8.72% BNY Mellon Mobility Innovation Fund
• 8.55% Russell Investments China Equity
• 8.20% Templeton Asian Growth
• 7.99% GemEquity
• 7.03% Pictet Digital
• 6.92% EdR Fund Big Data
• 6.73% BNP Paribas Funds China Equity
• 6.25% BNP Paribas Energy Transition
• 6.22% DNCA Invest Beyond Global Leaders
• 6.01% Mandarine Global Microcap
• 5.96% Franklin Technology
• 5.33% Richelieu America
• 4.80% La Française Inflection Point Carbon Impact Global
• 4.60% Russell Investments World Equity Fund
• 4.25% Wise World ISR
• 4.12% Generali France Future Leaders
• 3.68% Threadneedle (Lux) American Fund
• 3.66% OFI Invest US Equity
• 3.54% Fidelity World
• 3.51% AXA WF Framlington Robotech
• 3.50% CPR Silver Age
• 3.49% Echiquier World Next Leaders
• 3.47% BNP Paribas Aqua
• 3.45% Fourpoints Thematic Selection
• 3.29% BNP Paribas Climate Impact
• 3.13% Threadneedle GL Smaller Companies
• 2.99% MS INVF Global Advantage
• 2.99% Pictet Global Megatrend Selection
• 2.96% Pictet Security
• 2.89% JPM Emerging Markets Small Cap
• 2.74% MS INVF Europe Opportunity
• 2.70% Lombard Odier Funds-World Brands
• 2.56% MainFirst Global Equities Fund
• 2.55% Carmignac Investissement
• 2.53% Lombard Odier Funds-Golden Age
• 2.40% Thematics AI and Robotics
• 2.39% Aviva Grandes Marques ISR
• 2.27% Athymis Millennial
• 2.19% BGF World Technology
• 2.19% AXA WF Framlington Digital Economy
• 2.12% Comgest Monde
• 1.84% Pictet Biotech
• 1.67% EdR Fund Healthcare
• 1.53% Lazard Actions Américaines
• 1.49% M&G (Lux) Global Listed Infrastructure Fund
• 1.43% Thematics Water
• 1.38% Thematics Meta
• 1.32% Jupiter Financial Innovation
• 1.26% Thematics Subscription Economy
• 1.21% Fidelity Sustainable Water & Waste
• 0.97% M&G (Lux) Positive Impact Fund
• 0.83% Echiquier Artificial Intelligence
• 0.77% Pictet Water
• 0.63% Mirova Global Sustainable Equity
• 0.61% Pictet-Clean Energy
• 0.48% JPMorgan Global Healthcare
• 0.47% BNP Paribas Health Care Innovators
• 0.41% Thematics Safety
• 0.36% CM-AM Global Leaders
• 0.35% BNP Paribas Funds Disruptive Technology
• 0.32% BGF Sustainable Energy
• 0.14% CPR Global Disruptive Opportunities
• -0.32% Mandarine Global Transition
• -0.42% Franklin US Opportunities
• -0.47% Echiquier World Equity Growth
• -0.56% AXA Europe Small Cap
• -0.66% DNCA Invest Beyond Semperosa
• -1.31% NN (L) Global Equity Impact Opportunities
• -2.11% CM-AM Pierre
• -2.74% Covéa Actions Europe Opportunités
• -3.31% Candriam Equities L Oncology Impact
• -6.00% M Climate Solutions
• -9.46% CM-AM Global Gold

Perf. YTD

OPCVM Absolute Return

• 3.78% Sycomore L/S Opportunities
• 3.44% Helium Selection
• 3.20% Pictet TR - Atlas
• 2.97% Candriam Absolute Return Equity Market Neutral
• 1.78% Threadneedle Pan European Absolute Alpha
• 0.06% G Fund - Alpha Fixed Income
• -0.17% MainFirst Absolute Return Multi Asset
• -1.15% LFIS Vision UCITS Premia
• -1.60% Nordea 1 - Alpha 10 MA Fund
• -2.53% Kirao Multicaps Alpha

Rothschild & Co Asset Management Europe

Juliette FILOU
Responsable Commercial Relations Partenaires - 75 (Paris)

Ligne directe : 06 37 97 79 54

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Perf. YTD

OPCVM PEA

• 18.84% Axiom European Banks Equity
• 9.07% La Française Actions France PME
• 8.64% Quadrige Rendement France Midcaps
• 7.86% Indépendance et Expansion France Small
• 7.66% BDL Convictions
• 7.55% Mandarine Europe Microcap
• 7.16% Erasmus Small Cap Euro
• 6.62% Pluvalca Health Opportunities
• 6.46% G Fund - Avenir Small Cap
• 6.41% Sextant PME
• 5.81% Richelieu Family Small Cap
• 5.78% COGEFI Prospective
• 5.55% Dorval Manageurs Europe
• 5.34% ODDO BHF Active Small Cap
• 5.28% MainFirst Germany Fund
• 5.21% Amilton Premium Europe
• 4.68% Norden SRI
• 4.66% Groupama Avenir Euro
• 4.63% DNCA Invest SRI Norden Europe
• 4.40% Sycomore Francecap
• 4.25% DNCA Invest Archer Mid-Cap Europe
• 4.22% Erasmus Mid Cap Euro
• 4.19% Covéa Terra
• 4.18% Dorval Manageurs
• 3.43% Moneta Multi Caps
• 3.39% Mandarine Unique
• 3.33% Tocqueville Ulysse
• 3.19% Haas Actions Croissance
• 3.08% ODDO BHF Avenir Europe
• 3.06% EdR SICAV Tricolore Rendement
• 3.04% FCP Mon PEA
• 2.90% Dorval Manageurs Smid cap Euro
• 2.63% Pluvalca Disruptive Opportunities
• 2.57% Amplegest Pricing Power
• 2.56% Fidelity Europe
• 2.30% ELEVA Leaders Small & Mid Cap Europe
• 2.20% Quadrator SRI
• 2.08% C-Quadrat Europe Multicap
• 2.08% EdR SICAV Euro Sustainable Equity
• 1.94% Sycomore Eco Solutions
• 1.89% GIS SRI Ageing Population
• 1.77% CPR Croissance Dynamique
• 1.74% R-co Thematic Silver Plus
• 1.61% Mandarine Active
• 1.43% VEGA France Opportunités
• 1.31% Athymis Millennial Europe
• 1.23% Montségur Dividendes
• 1.03% Portzamparc Entrepreneurs
• 0.97% Auris - Evolution Europe ISR
• 0.87% Montségur Croissance
• 0.67% Candriam EQ L Europe Innovation
• 0.03% Kirao Multicaps
• 0.01% Sycomore Happy @ Work
• -0.15% Mirova Europe Environmental Equity
• -0.25% Richelieu CityZen
• -0.28% Legg Mason Martin Currie Global Long-Term
• -0.40% Tocqueville Megatrends ISR
• -0.59% OFI RS Equity Climate Change
• -0.60% Gay-Lussac Green Impact
• -0.66% Echiquier Major SRI Growth Europe
• -0.73% Sycomore Shared Growth
• -1.01% AXA IM Euro Sélection
• -1.12% Echiquier Agenor SRI Mid Cap Europe
• -1.31% Echiquier Positive Impact Europe

Perf. YTD

OPCVM Obligations Convertibles

• 3.16% Lazard Convertible Global
• 2.18% M Global Convertibles

Perf. YTD

OPCVM Obligations

• 3.32% IVO Fixed Income
• 2.57% Sextant Bond Picking
• 1.85% La Française Rendement Global 2028 Plus
• 1.56% SLF Opportunité High Yield 2023
• 1.16% IVO Fixed Income Short Duration
• 1.13% Axiom Optimal Fix
• 1.04% La Française Rendement GL 2028
• 1.02% Sanso Objectif Durable 2024
• 0.95% Axiom Obligataire
• 0.88% Tikehau 2022
• 0.46% Salamandre Euro Rendement
• 0.40% Candriam Patrimoine Obli-Inter
• 0.30% Russell Inv Unconstrained Bond
• 0.10% AXA Court Terme Dollar
• -0.07% Carmignac PTF U Euro Fixed Income
• -0.26% EdR Fund Bond Allocation
• -0.37% Legg Mason Brandywine Global Income Optimiser
• -0.90% Tailor Crédit Rendement Cible
• -2.09% M&G (Lux) Global Macro Bond Fund
• -2.19% PIMCO GIS Diversified Income
• -2.28% Jupiter Dynamic Bond
• -2.38% Mirova Global Green Bond
• -2.52% M&G (Lux) Emerging Markets Bond Fund
• -2.69% Franklin European Total Return