Perf. YTD

Diversifiés/Flexibles

• 2.93% ACATIS GANÉ Value Event
• 2.34% H2O Moderato
• 0.20% H2O Multistrategies
• -0.87% ODDO BHF Value Balanced
• -0.99% Invest Latitude Monde
• -1.27% Lazard Patrimoine
• -1.75% Trusteam Optimum
• -1.89% Fidelity Patrimoine
• -1.99% Flexigestion Patrimoine
• -2.01% Aberdeen Global - Diversified Growth
• -2.07% EdR Fund Income Europe
• -2.18% BNY Mellon Global Real Return Fund
• -2.20% Covéa Profil Equilibre
• -2.31% Tikehau Income Cross Assets
• -2.67% CPR Croissance Réactive
• -2.68% EdR Fund Europe Flexible
• -2.97% Sycomore Allocation Patrimoine
• -2.97% Sycomore Partners
• -3.04% Sextant Grand Large
• -3.12% Moneta Long Short
• -3.21% Eurose
• -3.43% Gaspal Patrimoine
• -3.46% BBM V-Flex
• -3.75% SLF (F) Defensive
• -3.79% AXA WF Global Optimal Income
• -3.87% Lazard Patrimoine Croissance
• -3.89% JPM Global Macro Opportunities
• -3.90% R Alizés
• -3.94% AXA WF Global Income Generation
• -3.98% BGF GL Multi Asset Income
• -4.08% M&G (Lux) Conservative Allocation
• -4.16% JPMorgan Global Income
• -4.26% Russell MAGS
• -4.32% AXA WF Optimal Income
• -4.44% Convictions MultiOpportunities
• -4.46% Mandarine Multi-Assets
• -4.47% Exclusif 21
• -4.77% Nordea 1 - Stable Return
• -5.04% Ethna-Aktiv
• -5.36% La Française Multi-Asset Income
• -5.44% DNCA Evolutif
• -5.65% Lombard Odier Funds-All Roads
• -5.71% Echiquier ARTY
• -5.75% R Valor
• -5.78% M&G (Lux) Dynamic Allocation
• -5.86% Haas Epargne Patrimoine
• -5.98% R Club
• -6.03% Parvest Diversified Dynamic
• -6.24% LFIS Vision UCITS - Equity Defender
• -6.39% BGF GL Allocation
• -6.57% GIS Global Multi Asset Income
• -6.57% Threadneedle GL Multi Asset Income
• -6.83% Dorval Global Convictions
• -6.85% First Eagle Amundi International Fund
• -7.53% Carmignac Patrimoine
• -8.24% A7 Picking
• -8.54% Dorval Convictions
• -9.26% Apprécio
• -9.58% THEAM EQ Europe Income Defensive
• -10.15% Aviva Flexible Emergents
• -11.34% Convictions MultiFactoriels
• -14.21% Carmignac Portfolio Emerging Patrimoine

Perf. YTD

OPCVM Actions

• 14.30% JPMorgan Global Healthcare
• 8.68% Echiquier World Equity Growth
• 6.60% EdR Fund US Value
• 5.96% Pictet Security
• 5.25% Comgest Monde
• 3.97% Threadneedle GL Smaller Companies
• 2.71% EdR Fund Big Data
• 2.54% Fidelity World
• 2.33% Pictet Digital
• 1.95% Franklin Mutual U.S. Value
• 1.79% CM-CIC Global Leaders
• 1.53% Aviva Grandes Marques
• 1.06% Pictet Biotech
• 0.49% Threadneedle (Lux) American Fund
• 0.31% CPR Global Disruptive Opportunities
• - Pictet Global Megatrend Selection
• -0.26% M&G Global Dividend Fund
• -1.62% Russell Global Defensive Equity Fund
• -2.51% Lombard Odier Funds-Golden Age
• -2.53% CM-CIC Pierre
• -3.11% Athymis Millennial
• -3.76% Trusteam ROC
• -3.95% Covéa Actions Croissance
• -3.95% BNP Paribas Aqua
• -4.64% Pictet Water
• -5.36% MainFirst Global Equities Fund
• -5.58% CPR Silver Age
• -6.34% SLF (F) Equity Euro Zone Min Vol
• -6.93% Mandarine Global Microcap
• -6.96% Pictet GL Environmental Opportunities
• -8.37% Aviva Valeurs Immobilières
• -10.09% THEAM Quant Equity Europe Guru
• -10.99% Generali France Future Leaders
• -11.50% FCM Robotique
• -13.49% Templeton Emerging Markets Smaller Companies
• -13.97% Fidelity France
• -14.92% JPM Emerging Markets Small Cap
• -19.71% Candriam SRI Equity Emerging Mkts
• -20.57% GemEquity
• -22.58% Russell Investments China Equity
• -23.66% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 0.30% Threadneedle Pan European Absolute Alpha
• -0.54% LFIS Vision UCITS Premia
• -2.23% Franklin K2 Alternative Strategies
• -2.64% BNY Mellon Absolute Return Equity Fund
• -3.11% Alken Fund Absolute Return Europe
• -3.31% M&G Global Target Return Fund
• -3.76% Kirao Multicaps Alpha
• -3.90% Nordea 1 - Alpha 10 MA Fund
• -4.71% Schroder ISF European Alpha Absolute Return
• -4.80% Lombard Odier Funds-Fundamental Equity Long/Short
• -4.98% Sycomore L/S Opportunities
• -5.91% Seven Absolute Return
• -6.99% Amplegest Long/Short
• -7.32% Schroder ISF Emerging Markets Debt Absolute Return
• -10.67% DNCA Invest Venasquo
• -12.53% Rivoli Capital

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

• 2.94% Carmignac L-S European Equities
• -1.89% CPR Croissance Dynamique
• -2.05% Echiquier Agenor Mid Cap Europe
• -2.19% DNCA Invest Europe Growth
• -2.32% Quadrige Multicaps Europe
• -3.35% GIS SRI Ageing Population
• -3.86% Amilton Premium Europe
• -4.37% Parvest Equity Europe Small Cap
• -4.40% Gaspal Croissance Dividendes
• -4.66% ODDO BHF Avenir Europe
• -4.69% FCP Mon PEA
• -5.08% Candriam EQ L Europe Innovation
• -5.35% Mandarine Opportunités
• -5.39% Alken Fund European Opportunities
• -5.46% Lombard Odier Funds-Europe High Conviction
• -5.55% AXA Europe Small Cap
• -5.86% Fourpoints Euro Global Leaders
• -5.86% Tocqueville Megatrends
• -6.37% ETF BNPP EuroStoxx50
• -6.70% Covéa Actions Europe Opportunités
• -6.91% Norden
• -7.02% Centifolia
• -7.32% Richelieu France
• -7.44% Moneta Multi Caps
• -7.62% Mandarine Unique
• -7.76% Schroder ISF Euro Equity
• -7.86% Sycomore Francecap
• -8.03% AXA WF Fram Europe MicroCap
• -8.12% Fidelity Nordic
• -8.16% Templeton Euroland
• -8.42% R Conviction Euro
• -8.54% Amilton Small Caps
• -8.66% Sextant PME
• -8.78% BDL Convictions
• -8.85% Sycomore Happy @ Work
• -8.96% Tocqueville Ulysse
• -8.99% Dorval Manageurs
• -9.22% BGF Euro-Markets
• -9.40% Pluvalca Disruptive Opportunities
• -9.61% ODDO BHF Génération
• -9.69% EdR Tricolore Rendement
• -9.78% Mandarine Europe Microcap
• -9.83% Erasmus Mid Cap Euro
• -10.22% Richelieu Spécial
• -10.89% MainFirst Germany Fund
• -11.73% DNCA Invest Archer Mid-Cap Europe
• -12.45% Quadrator
• -14.89% Richelieu Family Small Cap
• -15.91% Quadrige Europe Midcaps
• -16.42% Richelieu Croissance PME
• -17.38% Dorval Manageurs Europe
• -19.30% ID France Smidcaps
• -19.43% Dorval Manageurs Small Cap Euro
• -24.81% Erasmus Small Cap Euro
• -25.40% Portzamparc Entrepreneurs

Perf. YTD

OPCVM Obligations Convertibles

• 5.81% Franklin GL Convertible Securities
• -2.99% M Convertibles
• -4.01% CamGestion Convertibles Europe
• -4.60% Lombard Odier Funds-Convertible Bond

Perf. YTD

OPCVM Obligations

• 20.00% H2O Multibonds
• 5.47% AXA Court Terme Dollar
• 1.20% Sextant Bond Picking
• 0.19% Russell Inv Unconstrained Bond
• -0.02% La Française Rendement GL 2025
• -0.52% Tikehau 2022
• -1.25% M&G Global Macro Bond Fund
• -1.27% Candriam Patrimoine Obli Inter
• -1.64% EdR Fund Bond Allocation
• -2.17% Salamandre Euro Rendement
• -2.23% Schroder ISF Global Credit Income
• -2.31% Lazard Credit Fi
• -2.33% Axiom Obligataire
• -2.60% SLGP Corporate Bonds
• -2.86% La Française Multistratégies Oblig
• -3.10% Carmignac Unconstrained GL Bond
• -3.96% Rendement Euro Plus
• -4.05% Templeton GL Total Return
• -4.33% Fidelity Flexible Bond Fund
• -8.06% M&G Emerging Markets Bond Fund