Perf. YTD

Diversifiés/Flexibles

• 18.50% R-co Valor
• 14.41% Invest Latitude Monde
• 13.27% Lazard Patrimoine Croissance
• 12.75% ODDO BHF Polaris Balanced
• 12.22% Otea 1
• 12.07% Fidelity Global Multi Asset Income Fund
• 11.40% Carmignac Portfolio Patrimoine Europe
• 10.42% Ofi Flexible Global Multi Asset
• 9.79% Lombard Odier Funds-All Roads
• 9.56% ACATIS GANÉ Value Event
• 9.23% Carmignac Portfolio Emerging Patrimoine
• 9.19% BNY Mellon Global Real Return Fund
• 9.02% Mandarine Multi-Assets
• 8.65% First Eagle Amundi International Fund
• 8.61% Threadneedle Euro Dynamic Real Return
• 7.83% Russell MAGS
• 7.81% JPMorgan Global Income
• 7.61% BGF Global Multi Asset Income
• 7.06% DNCA Evolutif
• 7.04% SLF (F) Defensive
• 6.78% BGF Global Allocation
• 6.77% Nordea 1 - Stable Return
• 6.41% Covéa Profil Equilibre
• 6.32% Tikehau Income Cross Assets
• 6.21% Carmignac Patrimoine
• 6.18% LFIS Vision UCITS - Equity Defender
• 6.16% EdR Fund Income Europe
• 6.11% AXA WF Optimal Income
• 6.07% AXA WF Global Optimal Income
• 5.93% Essentiel Convictions
• 5.64% Echiquier ARTY
• 5.51% Gaspal Patrimoine
• 5.49% GIS Global Multi Asset Income
• 5.26% CPR Croissance Réactive
• 4.87% EdR SICAV Equity Europe SOLVE
• 4.63% Dorval Global Convictions
• 4.55% Moneta Long Short
• 4.42% Pictet Multi Asset Global Opportunities
• 4.18% Lazard Patrimoine
• 4.08% Sycomore Allocation Patrimoine
• 4.06% Eurose
• 3.89% Richelieu Harmonie 50
• 3.46% BBM V-Flex
• 3.11% Flexigestion Patrimoine
• 2.88% Trusteam Optimum
• 2.87% Aberdeen Standard SICAV I – Diversified Growth
• 2.58% Haas Epargne Patrimoine
• 2.56% R-co Club
• 2.16% Fidelity Patrimoine
• 2.12% Ethna-Dynamisch
• 1.80% Sextant Grand Large
• 1.77% Wise 5
• 1.72% R-co Alizés
• 1.60% M&G (Lux) Dynamic Allocation
• 1.25% JPM Global Macro Opportunities
• 0.90% H2O Multistrategies
• 0.43% M&G (Lux) Conservative Allocation
• -0.66% Sycomore Partners
• -0.82% Dorval Convictions
• -1.29% H2O Moderato

Perf. YTD

OPCVM Actions

• 29.24% Franklin US Opportunities
• 29.00% CPR Global Disruptive Opportunities
• 26.42% Pictet GL Environmental Opportunities
• 25.87% Pictet Security
• 25.14% OFI Invest US Equity
• 24.74% Threadneedle GL Smaller Companies
• 23.78% Russell Investments China Equity
• 22.69% Pictet Water
• 20.73% CM-CIC Global Leaders
• 20.19% Athymis Millennial
• 19.94% Pictet Global Megatrend Selection
• 19.49% Covéa Actions Croissance
• 19.34% AXA WF Framlington Digital Economy
• 19.23% Pictet Digital
• 18.94% Echiquier World Equity Growth
• 18.73% BNY Mellon Global Equity Income Fund
• 18.67% Pictet Biotech
• 18.01% AXA WF Framlington Robotech
• 17.62% Comgest Monde
• 17.58% La Française Inflection Point Carbon Impact Global
• 17.25% Loomis Sayles U.S. Growth
• 17.20% Threadneedle (Lux) American Fund
• 16.28% Russell Global Defensive Equity Fund
• 16.17% G Fund World Vision R
• 15.82% EdR Fund Big Data
• 15.77% Fidelity World
• 14.79% Aviva Grandes Marques ISR
• 13.57% CPR Silver Age
• 13.51% Generali France Future Leaders
• 13.39% Aviva Valeurs Immobilières
• 12.86% GemEquity
• 12.82% AXA Europe Small Cap
• 12.74% CM-CIC Pierre
• 12.56% Lombard Odier Funds-Golden Age
• 11.55% Mandarine Global Microcap
• 11.14% M&G (Lux) Global Dividend Fund
• 10.51% JPMorgan Global Healthcare
• 6.88% EdR Fund US Value
• 5.62% JPM Emerging Markets Small Cap
• 5.56% MainFirst Global Equities Fund
• 4.66% Trusteam ROC
• 3.55% Templeton Emerging Markets Smaller Companies
• -5.83% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 20.26% Threadneedle Pan European Absolute Alpha
• 11.06% Lombard Odier Funds-Fundamental Equity Long/Short
• 7.02% Nordea 1 - Alpha 10 MA Fund
• 6.45% Kirao Multicaps Alpha
• 5.31% ELEVA Absolute Return Europe
• 3.74% Franklin K2 Alternative Strategies
• 3.61% Sycomore L/S Opportunities
• 2.34% LFIS Vision UCITS Premia
• 1.70% Alken Fund Absolute Return Europe
• -0.07% Phileas L/S Europe
• -0.11% Schroder ISF Emerging Markets Debt Absolute Return
• -0.14% DNCA Invest Alpha Bonds
• -1.53% M&G (Lux) Global Target Return Fund
• -3.05% Sunny Multi Strategic Bonds
• -7.07% Candriam Absolute Return Equity Market Neutral
• -7.23% 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

• 22.15% Echiquier Agenor Mid Cap Europe
• 21.16% Fidelity Europe
• 20.52% Amplegest Pricing Power
• 19.76% OFI RS European Growth Climate Change
• 19.72% DNCA Invest Europe Growth
• 19.68% Montségur Croissance
• 19.47% Quadrige Multicaps Europe
• 19.45% Pluvalca Disruptive Opportunities
• 18.68% Fourpoints Euro Global Leaders
• 18.56% Mandarine Unique
• 18.14% Portzamparc Entrepreneurs
• 18.10% Quadrator
• 17.51% Kirao Multicaps
• 16.55% Richelieu Family Small Cap
• 16.48% Mandarine Opportunités
• 16.10% Covéa Actions Europe Opportunités
• 16.08% ODDO BHF Avenir Europe
• 15.70% DNCA Invest Archer Mid-Cap Europe
• 15.52% ETF BNPP EuroStoxx50
• 15.45% BGF Euro-Markets
• 15.40% Tocqueville Megatrends
• 15.29% Phileas Equity Europe
• 15.09% Candriam EQ L Europe Innovation
• 15.08% Mirova Europe Environmental Equity
• 14.74% Amilton Premium Europe
• 14.60% GIS SRI Ageing Population
• 14.47% Sycomore Happy @ Work
• 14.25% Seven European Equity Fund
• 14.03% Moneta Multi Caps
• 13.71% Erasmus Mid Cap Euro
• 13.17% Erasmus Small Cap Euro
• 13.06% Quadrige Europe Midcaps
• 12.73% Lombard Odier Funds-Europe High Conviction
• 12.66% Richelieu Croissance PME
• 12.25% FCP Mon PEA
• 12.15% Tocqueville Ulysse
• 11.88% Seeyond Europe MinVol
• 11.69% Gaspal Croissance Dividendes
• 11.37% Dorval Manageurs
• 11.25% Maxima
• 11.20% Sycomore Francecap
• 11.01% Sycomore Shared Growth
• 10.91% BDL Convictions
• 10.66% Schroder ISF Euro Equity
• 9.99% ODDO BHF Génération
• 9.91% Montségur Rendement
• 9.85% Richelieu Pragma Europe
• 9.67% Alken Fund European Opportunities
• 9.46% EdR SICAV Tricolore Rendement
• 9.30% Mandarine Europe Microcap
• 9.29% Amilton Small Caps
• 9.27% CPR Croissance Dynamique
• 7.62% Dorval Manageurs Europe
• 7.30% Centifolia
• 6.88% Fidelity Nordic
• 5.69% Templeton Euroland
• 5.65% Norden
• 4.76% Dorval Manageurs Small Cap Euro
• 4.22% MainFirst Germany Fund
• 3.30% R-co Conviction Euro
• 1.43% Sextant PME

Perf. YTD

OPCVM Obligations Convertibles

• 12.85% Franklin GL Convertible Securities
• 5.72% M Convertibles
• 4.52% Lombard Odier Funds-Convertible Bond

Perf. YTD

OPCVM Obligations

• 20.28% H2O Multibonds
• 11.31% Fidelity Emerging Market Total Return
• 9.73% M&G (Lux) Global Macro Bond Fund
• 9.06% SLF Opportunité High Yield 2023
• 8.73% M&G (Lux) Emerging Markets Bond Fund
• 8.31% Lazard Credit Fi
• 7.55% Tikehau 2022
• 7.52% Carmignac Unconstrained GL Bond
• 7.36% Schroder ISF Global Credit Income
• 6.48% La Française Rendement GL 2025
• 6.41% Aviva Investors Alpha Yield
• 5.59% Sanso Objectif Durable 2024
• 5.10% Salamandre Euro Rendement
• 5.08% SLGP Corporate Bonds
• 4.87% AXA Court Terme Dollar
• 4.49% Axiom Obligataire
• 3.55% Candriam Patrimoine Obli Inter
• 3.28% Sunny Euro Strategic
• 3.20% Russell Inv Unconstrained Bond
• 3.19% La Française Multistratégies Oblig
• 2.90% Axiom Optimal Fix
• 2.53% EdR Fund Bond Allocation
• 2.46% Groupama Axiom Legacy 21
• 2.37% Templeton GL Total Return
• 2.14% Sextant Bond Picking