Perf. YTD

Diversifiés/Flexibles

• 0.43% ACATIS GANÉ Value Event
• 0.41% H2O Moderato
• -0.53% H2O Multistrategies
• -0.66% Tikehau Income Cross Assets
• -1.12% Invest Latitude Monde
• -1.66% ODDO BHF Polaris Balanced
• -1.99% BNY Mellon Global Real Return Fund
• -2.75% Lazard Patrimoine
• -2.98% JPM Global Macro Opportunities
• -3.70% Trusteam Optimum
• -4.10% Covéa Profil Equilibre
• -4.20% Sextant Grand Large
• -4.23% Nordea 1 - Stable Return
• -4.43% SLF (F) Defensive
• -4.89% Fidelity Patrimoine
• -5.26% AXA WF Global Income Generation
• -5.42% CPR Croissance Réactive
• -5.60% JPMorgan Global Income
• -5.61% Flexigestion Patrimoine
• -5.64% Aberdeen Global - Diversified Growth
• -5.78% Russell MAGS
• -5.81% Lombard Odier Funds-All Roads
• -5.83% BGF GL Multi Asset Income
• -6.14% EdR Fund Income Europe
• -6.28% R-co Alizés
• -6.34% Ethna-Dynamisch
• -6.41% Eurose
• -6.58% Convictions MultiOpportunities
• -6.69% Lazard Patrimoine Croissance
• -6.77% Sycomore Allocation Patrimoine
• -6.87% AXA WF Global Optimal Income
• -7.01% Wise 5
• -7.29% Moneta Long Short
• -7.32% BBM V-Flex
• -7.35% M&G (Lux) Conservative Allocation
• -7.35% Exclusif 21
• -7.76% Sycomore Partners
• -7.78% Parvest Diversified Dynamic
• -7.92% Gaspal Patrimoine
• -8.15% La Française Multi-Asset Income
• -8.16% AXA WF Optimal Income
• -8.80% Dorval Global Convictions
• -8.93% Mandarine Multi-Assets
• -9.04% GIS Global Multi Asset Income
• -9.06% BGF GL Allocation
• -9.08% Echiquier ARTY
• -9.51% EdR Fund Europe Flexible
• -9.54% Haas Epargne Patrimoine
• -9.89% Threadneedle GL Multi Asset Income
• -9.95% LFIS Vision UCITS - Equity Defender
• -10.17% M&G (Lux) Dynamic Allocation
• -10.27% Carmignac Patrimoine
• -10.31% R-co Valor
• -10.51% First Eagle Amundi International Fund
• -12.14% R-co Club
• -12.30% Apprécio
• -12.35% DNCA Evolutif
• -12.89% Aviva Flexible Emergents
• -13.13% Convictions MultiFactoriels
• -13.73% A7 Picking
• -14.63% Carmignac Portfolio Emerging Patrimoine
• -15.37% Dorval Convictions
• -17.26% THEAM EQ Europe Income Defensive

Perf. YTD

OPCVM Actions

• 16.11% JPMorgan Global Healthcare
• 7.05% Comgest Monde
• 5.55% Echiquier World Equity Growth
• 4.35% Pictet Security
• 3.90% Pictet Digital
• 0.58% CM-CIC Global Leaders
• -0.64% Threadneedle GL Smaller Companies
• -1.03% Pictet Biotech
• -1.09% EdR Fund Big Data
• -1.10% Franklin Mutual U.S. Value
• -1.23% Pictet Global Megatrend Selection
• -2.23% Fidelity World
• -2.34% Russell Global Defensive Equity Fund
• -2.67% CPR Global Disruptive Opportunities
• -2.68% Aviva Grandes Marques
• -3.53% M&G Global Dividend Fund
• -3.63% EdR Fund US Value
• -4.83% Pictet Water
• -4.91% Lombard Odier Funds-Golden Age
• -4.95% Threadneedle (Lux) American Fund
• -6.72% BNP Paribas Aqua
• -7.10% Trusteam ROC
• -8.08% CM-CIC Pierre
• -8.18% Athymis Millennial
• -8.32% SLF (F) Equity Euro Zone Min Vol
• -8.35% MainFirst Global Equities Fund
• -8.51% Pictet GL Environmental Opportunities
• -9.51% Covéa Actions Croissance
• -9.95% CPR Silver Age
• -10.93% JPM Emerging Markets Small Cap
• -11.00% Aviva Valeurs Immobilières
• -11.42% Templeton Emerging Markets Smaller Companies
• -16.59% Mandarine Global Microcap
• -17.90% THEAM Quant Equity Europe Guru
• -18.01% GemEquity
• -18.46% Candriam SRI Equity Emerging Mkts
• -19.57% Russell Investments China Equity
• -22.03% Generali France Future Leaders
• -25.58% Fidelity France
• -36.29% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 1.31% Threadneedle Pan European Absolute Alpha
• -1.99% Nordea 1 - Alpha 10 MA Fund
• -2.51% LFIS Vision UCITS Premia
• -2.94% Rivoli Long Short Bond
• -4.37% Franklin K2 Alternative Strategies
• -4.77% M&G (Lux) Global Target Return Fund
• -5.25% BNY Mellon Absolute Return Equity Fund
• -5.82% Schroder ISF European Alpha Absolute Return
• -5.94% Seven Absolute Return
• -7.56% Kirao Multicaps Alpha
• -7.66% Schroder ISF Emerging Markets Debt Absolute Return
• -7.97% Lombard Odier Funds-Fundamental Equity Long/Short
• -8.89% Sycomore L/S Opportunities
• -11.35% Alken Fund Absolute Return Europe
• -11.35% Amplegest Long/Short
• -18.35% DNCA Invest Venasquo

DNCA Finance

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

Mobile : 06 29 27 52 56

Connectez-vous Déjà membre ?

Inscrivez-vous Pas encore membre ?

Perf. YTD

OPCVM PEA

• 4.16% Carmignac L-S European Equities
• -5.23% CPR Croissance Dynamique
• -5.77% Echiquier Agenor Mid Cap Europe
• -8.39% Candriam EQ L Europe Innovation
• -8.92% GIS SRI Ageing Population
• -10.12% Quadrige Multicaps Europe
• -10.27% DNCA Invest Europe Growth
• -10.77% Lombard Odier Funds-Europe High Conviction
• -11.57% Norden
• -11.67% Parvest Equity Europe Small Cap
• -11.72% Gaspal Croissance Dividendes
• -11.87% ETF BNPP EuroStoxx50
• -12.14% Tocqueville Megatrends
• -12.18% FCP Mon PEA
• -12.22% AXA Europe Small Cap
• -12.36% Covéa Actions Europe Opportunités
• -12.42% ODDO BHF Avenir Europe
• -12.70% Mandarine Opportunités
• -13.10% Amilton Premium Europe
• -14.11% Templeton Euroland
• -14.19% Schroder ISF Euro Equity
• -14.30% BDL Convictions
• -14.81% Richelieu Spécial
• -15.37% Moneta Multi Caps
• -15.69% Mandarine Unique
• -15.75% Richelieu France
• -16.25% BGF Euro-Markets
• -16.45% Tocqueville Ulysse
• -16.56% Fourpoints Euro Global Leaders
• -16.87% Sycomore Happy @ Work
• -16.91% R-co Conviction Euro
• -17.28% Centifolia
• -17.39% AXA WF Fram Europe MicroCap
• -17.51% Alken Fund European Opportunities
• -18.16% Amilton Small Caps
• -18.18% Dorval Manageurs
• -18.19% EdR Tricolore Rendement
• -18.22% Mandarine Europe Microcap
• -18.70% Fidelity Nordic
• -18.95% Sycomore Francecap
• -19.05% Erasmus Mid Cap Euro
• -19.27% ODDO BHF Génération
• -19.88% Sextant PME
• -20.32% DNCA Invest Archer Mid-Cap Europe
• -20.60% Quadrator
• -21.15% Pluvalca Disruptive Opportunities
• -21.87% MainFirst Germany Fund
• -24.24% Richelieu Croissance PME
• -24.62% Richelieu Family Small Cap
• -27.97% Quadrige Europe Midcaps
• -28.03% Portzamparc PME
• -28.39% ID France Smidcaps
• -29.43% Dorval Manageurs Europe
• -30.45% Dorval Manageurs Small Cap Euro
• -32.25% Erasmus Small Cap Euro

Perf. YTD

OPCVM Obligations Convertibles

• 3.66% Franklin GL Convertible Securities
• -6.30% Lombard Odier Funds-Convertible Bond
• -6.38% M Convertibles
• -6.48% CamGestion Convertibles Europe

Perf. YTD

OPCVM Obligations

• 24.86% H2O Multibonds
• 8.11% AXA Court Terme Dollar
• 0.98% Sextant Bond Picking
• 0.23% M&G Global Macro Bond Fund
• -0.67% Russell Inv Unconstrained Bond
• -0.90% Axiom Optimal Fix
• -2.65% Candriam Patrimoine Obli Inter
• -2.91% EdR Fund Bond Allocation
• -3.83% La Française Rendement GL 2025
• -4.25% Carmignac Unconstrained GL Bond
• -4.26% Templeton GL Total Return
• -4.47% Schroder ISF Global Credit Income
• -4.51% Tikehau 2022
• -4.64% Lazard Credit Fi
• -4.92% Axiom Obligataire
• -5.40% La Française Multistratégies Oblig
• -5.43% Fidelity Flexible Bond Fund
• -5.63% SLGP Corporate Bonds
• -6.14% Salamandre Euro Rendement
• -7.63% Rendement Euro Plus
• -9.38% M&G Emerging Markets Bond Fund