Perf. YTD

Diversifiés/Flexibles

• 21.97% R-co Valor
• 13.11% H2O Multistrategies
• 12.93% Lazard Patrimoine Croissance
• 12.30% ODDO BHF Polaris Balanced
• 11.12% Mandarine Multi-Assets
• 10.47% First Eagle Amundi International Fund
• 10.23% R-co Club
• 10.02% ACATIS GANÉ Value Event
• 9.48% Invest Latitude Monde
• 9.41% Fidelity Global Multi Asset Income Fund
• 8.70% AXA WF Global Optimal Income
• 8.41% DNCA Evolutif
• 8.35% Threadneedle GL Multi Asset Income
• 8.25% AXA WF Optimal Income
• 8.24% Russell MAGS
• 7.87% THEAM EQ Europe Income Defensive
• 7.78% LFIS Vision UCITS - Equity Defender
• 7.40% BGF GL Allocation
• 7.28% Carmignac Portfolio Emerging Patrimoine
• 6.97% EdR Equity Europe Solve
• 6.96% JPMorgan Global Income
• 6.89% M&G (Lux) Dynamic Allocation
• 6.71% BGF GL Multi Asset Income
• 6.67% Dorval Convictions
• 6.67% Lombard Odier Funds-All Roads
• 6.27% OFI RS Equilibre
• 6.11% BBM V-Flex
• 6.11% Gaspal Patrimoine
• 6.05% H2O Moderato
• 5.98% GIS Global Multi Asset Income
• 5.86% Carmignac Portfolio Patrimoine Europe
• 5.63% Moneta Long Short
• 5.52% Ethna-Dynamisch
• 5.49% Lazard Patrimoine
• 5.44% Covéa Profil Equilibre
• 5.33% Echiquier ARTY
• 5.32% CPR Croissance Réactive
• 5.25% Eurose
• 5.25% Fidelity Patrimoine
• 5.18% SLF (F) Defensive
• 5.12% Nordea 1 - Stable Return
• 5.01% Wise 5
• 4.84% Sycomore Allocation Patrimoine
• 4.75% Dorval Global Convictions
• 4.73% Carmignac Patrimoine
• 4.65% R-co Alizés
• 4.43% M&G (Lux) Conservative Allocation
• 4.29% Haas Epargne Patrimoine
• 4.15% Sycomore Partners
• 4.09% Tikehau Income Cross Assets
• 3.99% Flexigestion Patrimoine
• 3.91% Pictet Multi Asset Global Opportunities
• 3.91% Aberdeen Standard SICAV I – Diversified Growth
• 3.90% EdR Fund Income Europe
• 3.14% OFI RS Prudent
• 2.68% Sextant Grand Large
• 2.56% Trusteam Optimum
• 0.94% JPM Global Macro Opportunities

Perf. YTD

OPCVM Actions

• 32.48% Russell Investments China Equity
• 30.71% AXA WF Framlington Robotech
• 28.68% CPR Global Disruptive Opportunities
• 27.25% Pictet GL Environmental Opportunities
• 25.71% Franklin US Opportunities
• 24.25% AXA WF Framlington Digital Economy
• 23.33% Threadneedle GL Smaller Companies
• 22.97% Echiquier World Equity Growth
• 22.95% Pictet Digital
• 22.06% Pictet Security
• 20.86% EdR Fund Big Data
• 20.18% Athymis Millennial
• 19.68% Axiom Equity
• 19.21% M&G Global Dividend Fund
• 19.17% Pictet Global Megatrend Selection
• 19.01% CM-CIC Global Leaders
• 18.97% Pictet Water
• 18.94% Covéa Actions Croissance
• 18.72% Fidelity World
• 18.67% EdR Fund US Value
• 18.16% Aviva Grandes Marques
• 17.38% La Française Inflection Point Carbon Impact Global
• 17.29% Fidelity France
• 17.19% THEAM Quant Equity Europe Guru
• 17.00% GemEquity
• 16.47% Threadneedle (Lux) American Fund
• 16.43% Russell Global Defensive Equity Fund
• 16.25% Generali France Future Leaders
• 15.80% CM-CIC Pierre
• 14.42% Pictet Biotech
• 14.32% Templeton Emerging Markets Smaller Companies
• 14.07% Aviva Valeurs Immobilières
• 13.92% CPR Silver Age
• 13.29% Mandarine Global Microcap
• 13.29% Comgest Monde
• 12.76% JPM Emerging Markets Small Cap
• 11.11% MainFirst Global Equities Fund
• 10.47% Trusteam ROC
• 9.81% Lombard Odier Funds-Golden Age
• 5.53% JPMorgan Global Healthcare

Perf. YTD

OPCVM Absolute Return

• 10.46% Threadneedle Pan European Absolute Alpha
• 5.85% Alken Fund Absolute Return Europe
• 5.72% ELEVA Absolute Return Europe
• 5.72% Nordea 1 - Alpha 10 MA Fund
• 5.17% Sycomore L/S Opportunities
• 4.13% Kirao Multicaps Alpha
• 4.13% Franklin K2 Alternative Strategies
• 3.80% Lombard Odier Funds-Fundamental Equity Long/Short
• 3.08% LFIS Vision UCITS Premia
• 2.44% M&G (Lux) Global Target Return Fund
• 1.91% DNCA Invest Alpha Bonds
• 0.92% Sunny Multi Strategic Bonds
• 0.02% Schroder ISF Emerging Markets Debt Absolute Return
• -0.77% Candriam Absolute Return Equity Market Neutral
• -1.31% Phileas L/S Europe
• -5.87% 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

• 24.26% Pluvalca Disruptive Opportunities
• 21.61% MainFirst Germany Fund
• 20.98% Mandarine Unique
• 20.90% Dorval Manageurs Europe
• 20.85% Quadrige Europe Midcaps
• 20.73% Amplegest Pricing Power
• 20.69% Dorval Manageurs
• 20.31% Fidelity Nordic
• 20.14% AXA Europe Small Cap
• 20.07% Quadrator
• 19.72% Fourpoints Euro Global Leaders
• 19.26% Echiquier Agenor Mid Cap Europe
• 19.23% Candriam EQ L Europe Innovation
• 19.13% Erasmus Mid Cap Euro
• 19.06% ODDO BHF Avenir Europe
• 18.36% BGF Euro-Markets
• 18.22% Dorval Manageurs Small Cap Euro
• 17.85% ODDO BHF Génération
• 17.56% Sycomore Happy @ Work
• 17.54% DNCA Invest Archer Mid-Cap Europe
• 17.53% Templeton Euroland
• 17.53% Alken Fund European Opportunities
• 17.45% ETF BNPP EuroStoxx50
• 17.45% Amilton Premium Europe
• 17.32% Erasmus Small Cap Euro
• 17.27% Norden
• 17.10% Portzamparc PME
• 17.09% Quadrige Multicaps Europe
• 17.09% DNCA Invest Europe Growth
• 16.58% FCP Mon PEA
• 16.39% Sycomore Francecap
• 16.08% Montségur Croissance
• 15.95% GIS SRI Ageing Population
• 15.83% Richelieu Family Small Cap
• 15.33% R-co Conviction Euro
• 15.32% Kirao Multicaps
• 15.27% BDL Convictions
• 15.14% Richelieu Croissance PME
• 15.13% Moneta Multi Caps
• 15.02% Covéa Actions Europe Opportunités
• 14.65% Mandarine Opportunités
• 14.32% Sextant PME
• 14.13% Schroder ISF Euro Equity
• 13.83% OFI RS European Equity Positive Economy
• 13.59% Lombard Odier Funds-Europe High Conviction
• 13.45% Tocqueville Ulysse
• 13.32% Mandarine Europe Microcap
• 13.28% Seven European Equity Fund
• 13.26% Richelieu France
• 12.60% Centifolia
• 12.18% Tocqueville Megatrends
• 12.15% EdR Tricolore Rendement
• 11.70% Gaspal Croissance Dividendes
• 11.62% Phileas Equity Europe
• 11.21% Montségur Rendement
• 11.06% Maxima
• 11.03% Amilton Small Caps
• 10.76% CPR Croissance Dynamique
• 10.65% Richelieu Spécial
• 9.09% Sycomore Shared Growth

Perf. YTD

OPCVM Obligations Convertibles

• 12.07% Franklin GL Convertible Securities
• 5.58% M Convertibles
• 5.18% Lombard Odier Funds-Convertible Bond

Perf. YTD

OPCVM Obligations

• 16.18% H2O Multibonds
• 8.02% La Française Rendement GL 2025
• 7.51% Tikehau 2022
• 7.46% Fidelity Emerging Market Total Return
• 6.93% M&G Emerging Markets Bond Fund
• 5.89% Templeton GL Total Return
• 5.78% SLF Opportunité High Yield 2021
• 5.46% SLGP Corporate Bonds
• 5.02% M&G (Lux) Global Macro Bond Fund
• 5.01% Sanso Objectif Durable 2024
• 4.89% Lazard Credit Fi
• 4.86% Salamandre Euro Rendement
• 4.57% Schroder ISF Global Credit Income
• 4.10% Aviva Investors Alpha Yield
• 4.07% Axiom Obligataire
• 3.59% Sunny Euro Strategic
• 2.85% AXA Court Terme Dollar
• 2.48% Axiom Optimal Fix
• 2.45% EdR Fund Bond Allocation
• 2.31% Russell Inv Unconstrained Bond
• 2.14% Candriam Patrimoine Obli Inter
• 1.77% Sextant Bond Picking
• 1.54% Carmignac Unconstrained GL Bond
• 1.51% La Française Multistratégies Oblig