Perf. YTD

Diversifiés/Flexibles

• 13.11% R-co Valor
• 7.39% First Eagle Amundi International Fund
• 6.42% ODDO BHF Polaris Balanced
• 6.19% Fidelity Global Multi Asset Income Fund
• 6.12% Invest Latitude Monde
• 5.92% Carmignac Portfolio Emerging Patrimoine
• 5.90% Lazard Patrimoine Croissance
• 5.51% Mandarine Multi-Assets
• 5.37% BGF GL Allocation
• 5.27% THEAM EQ Europe Income Defensive
• 5.00% AXA WF Global Optimal Income
• 4.91% EdR Equity Europe Solve
• 4.79% AXA WF Optimal Income
• 4.65% Russell MAGS
• 4.63% ACATIS GANÉ Value Event
• 4.52% R-co Club
• 4.43% Threadneedle GL Multi Asset Income
• 4.43% Nordea 1 - Stable Return
• 4.40% BGF GL Multi Asset Income
• 4.37% JPMorgan Global Income
• 4.34% M&G (Lux) Dynamic Allocation
• 3.41% GIS Global Multi Asset Income
• 3.41% Fidelity Patrimoine
• 3.30% Aberdeen Global - Diversified Growth
• 3.30% DNCA Evolutif
• 3.19% Exclusif 21
• 3.17% Ethna-Dynamisch
• 2.99% SLF (F) Defensive
• 2.96% Covéa Profil Equilibre
• 2.94% CPR Croissance Réactive
• 2.90% OFI RS Equilibre
• 2.88% M&G (Lux) Conservative Allocation
• 2.77% BNY Mellon Global Real Return Fund
• 2.70% Dorval Convictions
• 2.60% Carmignac Portfolio Patrimoine Europe
• 2.58% Flexigestion Patrimoine
• 2.48% EdR Fund Income Europe
• 2.29% LFIS Vision UCITS - Equity Defender
• 2.19% Lombard Odier Funds-All Roads
• 2.01% Sycomore Allocation Patrimoine
• 2.01% Carmignac Patrimoine
• 1.99% Gaspal Patrimoine
• 1.99% Echiquier ARTY
• 1.94% Haas Epargne Patrimoine
• 1.91% R-co Alizés
• 1.89% Sycomore Partners
• 1.88% Eurose
• 1.87% BBM V-Flex
• 1.83% Lazard Patrimoine
• 1.76% Wise 5
• 1.57% Dorval Global Convictions
• 1.38% Moneta Long Short
• 1.24% Tikehau Income Cross Assets
• 1.08% Sextant Grand Large
• 1.04% OFI RS Prudent
• 0.97% Trusteam Optimum
• -1.18% JPM Global Macro Opportunities
• -1.26% H2O Moderato
• -2.93% H2O Multistrategies

Perf. YTD

OPCVM Actions

• 18.23% CPR Global Disruptive Opportunities
• 18.23% Pictet Biotech
• 16.43% AXA WF Framlington Robotech
• 16.22% AXA WF Framlington Digital Economy
• 15.96% Franklin US Opportunities
• 15.88% Pictet GL Environmental Opportunities
• 15.06% Russell Investments China Equity
• 14.05% Pictet Security
• 13.94% EdR Fund US Value
• 13.40% Pictet Digital
• 13.31% Fidelity World
• 13.19% Threadneedle GL Smaller Companies
• 13.04% Pictet Global Megatrend Selection
• 12.20% Pictet Water
• 12.08% Echiquier World Equity Growth
• 11.79% EdR Fund Big Data
• 11.61% CM-CIC Pierre
• 11.49% M&G Global Dividend Fund
• 10.95% GemEquity
• 10.73% THEAM Quant Equity Europe Guru
• 10.45% JPMorgan Global Healthcare
• 10.19% Threadneedle (Lux) American Fund
• 10.00% Aviva Valeurs Immobilières
• 9.84% Covéa Actions Croissance
• 9.82% La Française Inflection Point Carbon Impact Global
• 9.69% CM-CIC Global Leaders
• 9.53% Russell Global Defensive Equity Fund
• 9.51% Athymis Millennial
• 9.41% Mandarine Global Microcap
• 9.06% Aviva Grandes Marques
• 7.97% Candriam SRI Equity Emerging Mkts
• 7.92% CPR Silver Age
• 7.57% Lombard Odier Funds-Golden Age
• 7.56% Comgest Monde
• 7.21% Trusteam ROC
• 7.12% MainFirst Global Equities Fund
• 6.48% Generali France Future Leaders
• 5.42% Templeton Emerging Markets Smaller Companies
• 5.29% JPM Emerging Markets Small Cap
• 1.72% Fidelity France

Perf. YTD

OPCVM Absolute Return

• 6.27% Threadneedle Pan European Absolute Alpha
• 4.25% Nordea 1 - Alpha 10 MA Fund
• 3.08% Alken Fund Absolute Return Europe
• 2.85% Franklin K2 Alternative Strategies
• 2.80% Kirao Multicaps Alpha
• 2.51% Sycomore L/S Opportunities
• 2.01% ELEVA Absolute Return Europe
• 1.95% Lombard Odier Funds-Fundamental Equity Long/Short
• 1.87% Rivoli Long Short Bond
• 1.62% M&G (Lux) Global Target Return Fund
• 1.60% LFIS Vision UCITS Premia
• 0.99% DNCA Invest Alpha Bonds
• 0.61% Schroder ISF Emerging Markets Debt Absolute Return
• 0.12% Sunny Multi Strategic Bonds
• -0.08% BNY Mellon Absolute Return Equity Fund
• -1.92% Phileas L/S Europe
• -3.38% Schroder ISF European Alpha Absolute Return

DNCA Finance

Alexandre DE LA RAITRIE
Commercial Clientèle CGPI - 75 (Paris)

Mobile : 06 29 27 52 56

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Perf. YTD

OPCVM PEA

• 12.48% Pluvalca Disruptive Opportunities
• 11.32% Echiquier Agenor Mid Cap Europe
• 11.01% Mandarine Unique
• 10.39% Quadrator
• 10.25% Erasmus Small Cap Euro
• 10.20% Quadrige Europe Midcaps
• 10.14% Templeton Euroland
• 10.13% Fidelity Nordic
• 9.97% ODDO BHF Avenir Europe
• 9.87% Norden
• 9.84% Dorval Manageurs Small Cap Euro
• 9.64% DNCA Invest Europe Growth
• 9.55% Amplegest Pricing Power
• 9.30% BGF Euro-Markets
• 9.08% Amilton Premium Europe
• 9.03% Erasmus Mid Cap Euro
• 8.99% DNCA Invest Archer Mid-Cap Europe
• 8.93% Sycomore Happy @ Work
• 8.78% Fourpoints Euro Global Leaders
• 8.74% Schroder ISF Euro Equity
• 8.70% Richelieu Croissance PME
• 8.66% AXA Europe Small Cap
• 8.64% Portzamparc PME
• 8.55% Candriam EQ L Europe Innovation
• 8.43% Quadrige Multicaps Europe
• 7.92% Sycomore Francecap
• 7.88% GIS SRI Ageing Population
• 7.84% Dorval Manageurs
• 7.76% MainFirst Germany Fund
• 7.75% Sextant PME
• 7.74% Seven European Equity Fund
• 7.68% Richelieu Family Small Cap
• 7.41% Lombard Odier Funds-Europe High Conviction
• 7.23% Montségur Croissance
• 7.06% Dorval Manageurs Europe
• 6.95% ODDO BHF Génération
• 6.88% Mandarine Opportunités
• 6.86% Mandarine Europe Microcap
• 6.84% Kirao Multicaps
• 6.79% Covéa Actions Europe Opportunités
• 6.33% Alken Fund European Opportunities
• 6.31% ETF BNPP EuroStoxx50
• 6.21% Amilton Small Caps
• 6.17% OFI RS European Equity Positive Economy
• 5.95% FCP Mon PEA
• 5.78% R-co Conviction Euro
• 5.67% Richelieu France
• 5.61% CPR Croissance Dynamique
• 5.55% BDL Convictions
• 5.46% ID France Smidcaps
• 5.26% Maxima
• 5.11% Tocqueville Ulysse
• 4.90% Moneta Multi Caps
• 4.59% Gaspal Croissance Dividendes
• 4.46% Richelieu Spécial
• 4.40% Sycomore Shared Growth
• 4.38% Centifolia
• 4.09% Montségur Rendement
• 3.57% Tocqueville Megatrends
• 3.01% EdR Tricolore Rendement
• 2.09% Phileas Equity Europe

Perf. YTD

OPCVM Obligations Convertibles

• 8.99% Franklin GL Convertible Securities
• 3.07% Lombard Odier Funds-Convertible Bond
• 2.76% M Convertibles

Perf. YTD

OPCVM Obligations

• 5.71% Fidelity Emerging Market Total Return
• 5.60% H2O Multibonds
• 4.96% Templeton GL Total Return
• 4.55% M&G Emerging Markets Bond Fund
• 3.75% La Française Rendement GL 2025
• 3.54% Tikehau 2022
• 3.53% M&G (Lux) Global Macro Bond Fund
• 3.23% SLF Opportunité High Yield 2021
• 2.28% SLGP Corporate Bonds
• 2.15% Rendement Euro Plus
• 2.13% Schroder ISF Global Credit Income
• 1.98% Salamandre Euro Rendement
• 1.95% EdR Fund Bond Allocation
• 1.82% Aviva Investors Alpha Yield
• 1.72% AXA Court Terme Dollar
• 1.68% Sanso Objectif Durable 2024
• 1.68% Sunny Euro Strategic
• 1.68% Lazard Credit Fi
• 1.48% Russell Inv Unconstrained Bond
• 1.38% Candriam Patrimoine Obli Inter
• 0.82% Carmignac Unconstrained GL Bond
• 0.70% Sextant Bond Picking
• 0.63% La Française Multistratégies Oblig