Perf. YTD

Diversifiés/Flexibles

• 16.09% R-co Valor
• 11.78% Lazard Patrimoine Croissance
• 11.05% ODDO BHF Polaris Balanced
• 10.45% Mandarine Multi-Assets
• 9.65% Fidelity Global Multi Asset Income Fund
• 9.61% Invest Latitude Monde
• 8.25% H2O Multistrategies
• 7.70% ACATIS GANÉ Value Event
• 7.65% Threadneedle Euro Dynamic Real Return
• 7.32% DNCA Evolutif
• 7.11% First Eagle Amundi International Fund
• 6.69% Russell MAGS
• 6.41% JPMorgan Global Income
• 6.41% AXA WF Optimal Income
• 6.35% LFIS Vision UCITS - Equity Defender
• 6.21% BGF GL Multi Asset Income
• 6.20% Carmignac Portfolio Patrimoine Europe
• 6.12% AXA WF Global Optimal Income
• 5.88% BGF GL Allocation
• 5.82% EdR Equity Europe Solve
• 5.35% R-co Club
• 5.33% BNY Mellon Global Real Return Fund
• 5.20% OFI RS Equilibre
• 5.04% Covéa Profil Equilibre
• 5.02% Gaspal Patrimoine
• 4.95% SLF (F) Defensive
• 4.68% Tikehau Income Cross Assets
• 4.63% Carmignac Patrimoine
• 4.52% Lombard Odier Funds-All Roads
• 4.40% Moneta Long Short
• 4.39% BBM V-Flex
• 4.37% GIS Global Multi Asset Income
• 4.36% Nordea 1 - Stable Return
• 4.23% CPR Croissance Réactive
• 4.17% M&G (Lux) Dynamic Allocation
• 4.09% EdR Fund Income Europe
• 3.92% Carmignac Portfolio Emerging Patrimoine
• 3.91% Echiquier ARTY
• 3.69% Lazard Patrimoine
• 3.63% Sycomore Allocation Patrimoine
• 3.41% Fidelity Patrimoine
• 3.33% H2O Moderato
• 3.32% Eurose
• 3.29% Wise 5
• 3.22% Haas Epargne Patrimoine
• 3.15% Ethna-Dynamisch
• 3.11% Aberdeen Standard SICAV I – Diversified Growth
• 3.08% Dorval Convictions
• 2.94% Pictet Multi Asset Global Opportunities
• 2.83% Flexigestion Patrimoine
• 2.53% M&G (Lux) Conservative Allocation
• 2.49% R-co Alizés
• 2.40% OFI RS Prudent
• 2.08% Trusteam Optimum
• 1.45% Dorval Global Convictions
• 1.39% Sycomore Partners
• 1.26% Sextant Grand Large
• 0.48% JPM Global Macro Opportunities
• -0.20% THEAM EQ Europe Income Defensive

Perf. YTD

OPCVM Actions

• 25.67% CPR Global Disruptive Opportunities
• 24.23% Franklin US Opportunities
• 22.73% Pictet GL Environmental Opportunities
• 21.16% AXA WF Framlington Digital Economy
• 20.41% Threadneedle GL Smaller Companies
• 19.71% Pictet Security
• 18.78% Russell Investments China Equity
• 18.56% AXA WF Framlington Robotech
• 18.39% Athymis Millennial
• 18.22% CM-CIC Global Leaders
• 18.06% Covéa Actions Croissance
• 17.96% CM-CIC Pierre
• 17.77% Echiquier World Equity Growth
• 17.69% Pictet Digital
• 16.88% BNY Mellon Global Equity Income Fund
• 16.83% Pictet Biotech
• 16.77% EdR Fund Big Data
• 16.73% Pictet Water
• 16.39% Pictet Global Megatrend Selection
• 16.35% Fidelity World
• 15.70% Aviva Valeurs Immobilières
• 15.49% Aviva Grandes Marques ISR
• 14.89% Russell Global Defensive Equity Fund
• 14.58% La Française Inflection Point Carbon Impact Global
• 14.54% Threadneedle (Lux) American Fund
• 14.42% M&G (Lux) Global Dividend Fund
• 14.21% Monde Gan
• 13.71% THEAM Quant Equity Europe Guru
• 13.54% EdR Fund US Value
• 12.65% Generali France Future Leaders
• 12.19% Comgest Monde
• 11.89% CPR Silver Age
• 11.41% Mandarine Global Microcap
• 9.32% Axiom Equity
• 8.78% JPMorgan Global Healthcare
• 8.69% GemEquity
• 8.39% Lombard Odier Funds-Golden Age
• 7.87% Templeton Emerging Markets Smaller Companies
• 7.74% MainFirst Global Equities Fund
• 7.32% JPM Emerging Markets Small Cap
• 6.89% Trusteam ROC

Perf. YTD

OPCVM Absolute Return

• 16.14% Threadneedle Pan European Absolute Alpha
• 5.36% Lombard Odier Funds-Fundamental Equity Long/Short
• 4.41% Alken Fund Absolute Return Europe
• 4.10% ELEVA Absolute Return Europe
• 3.78% Kirao Multicaps Alpha
• 3.55% Nordea 1 - Alpha 10 MA Fund
• 3.29% Sycomore L/S Opportunities
• 3.15% Franklin K2 Alternative Strategies
• 2.11% LFIS Vision UCITS Premia
• 1.18% DNCA Invest Alpha Bonds
• 0.75% M&G (Lux) Global Target Return Fund
• -0.85% Schroder ISF Emerging Markets Debt Absolute Return
• -1.57% Sunny Multi Strategic Bonds
• -1.64% Phileas L/S Europe
• -3.42% Candriam Absolute Return Equity Market Neutral
• -7.34% Schroder ISF European Alpha Absolute Return

DNCA Finance

Benjamin LENEUTRE
Commercial Clientèle CGPI - 75 (Paris)

Ligne directe : 01 58 62 57 22

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Perf. YTD

OPCVM PEA

• 21.28% Echiquier Agenor Mid Cap Europe
• 18.90% Mandarine Unique
• 18.59% Amplegest Pricing Power
• 18.49% Pluvalca Disruptive Opportunities
• 18.43% Fidelity Europe
• 17.76% Quadrige Europe Midcaps
• 17.63% AXA Europe Small Cap
• 17.47% Fourpoints Euro Global Leaders
• 17.32% Montségur Croissance
• 17.32% Quadrator
• 16.89% BGF Euro-Markets
• 16.85% Candriam EQ L Europe Innovation
• 16.71% DNCA Invest Europe Growth
• 16.70% Quadrige Multicaps Europe
• 15.60% Erasmus Mid Cap Euro
• 15.45% ODDO BHF Avenir Europe
• 15.24% Richelieu Family Small Cap
• 15.23% ETF BNPP EuroStoxx50
• 14.57% MainFirst Germany Fund
• 14.47% Sycomore Happy @ Work
• 14.46% DNCA Invest Archer Mid-Cap Europe
• 14.44% Fidelity Nordic
• 14.27% Amilton Premium Europe
• 14.12% Covéa Actions Europe Opportunités
• 13.98% Alken Fund European Opportunities
• 13.85% Dorval Manageurs
• 13.69% Seven European Equity Fund
• 13.64% Kirao Multicaps
• 13.43% GIS SRI Ageing Population
• 13.29% Moneta Multi Caps
• 13.26% FCP Mon PEA
• 12.95% Erasmus Small Cap Euro
• 12.86% Mandarine Europe Microcap
• 12.85% Mandarine Opportunités
• 12.83% Lombard Odier Funds-Europe High Conviction
• 12.54% Sycomore Francecap
• 12.54% Richelieu Croissance PME
• 12.39% Tocqueville Megatrends
• 12.13% OFI RS European Equity Positive Economy
• 12.11% BDL Convictions
• 11.77% ODDO BHF Génération
• 11.54% Templeton Euroland
• 11.54% Norden
• 11.48% Richelieu France
• 10.74% Dorval Manageurs Europe
• 10.68% Gaspal Croissance Dividendes
• 10.67% Maxima
• 10.29% Portzamparc PME
• 10.02% EdR Tricolore Rendement
• 9.74% Phileas Equity Europe
• 9.38% Montségur Rendement
• 9.37% Dorval Manageurs Small Cap Euro
• 9.28% Tocqueville Ulysse
• 9.20% Richelieu Spécial
• 9.04% Schroder ISF Euro Equity
• 8.87% Amilton Small Caps
• 8.62% CPR Croissance Dynamique
• 8.02% Sycomore Shared Growth
• 7.72% R-co Conviction Euro
• 7.45% Centifolia
• 6.03% Sextant PME

Perf. YTD

OPCVM Obligations Convertibles

• 12.38% Franklin GL Convertible Securities
• 4.80% M Convertibles
• 4.03% Lombard Odier Funds-Convertible Bond

Perf. YTD

OPCVM Obligations

• 16.61% H2O Multibonds
• 7.41% Fidelity Emerging Market Total Return
• 6.24% Tikehau 2022
• 6.22% La Française Rendement GL 2025
• 6.02% M&G (Lux) Emerging Markets Bond Fund
• 5.09% M&G (Lux) Global Macro Bond Fund
• 4.70% SLGP Corporate Bonds
• 4.60% Lazard Credit Fi
• 4.56% SLF Opportunité High Yield 2021
• 4.35% Schroder ISF Global Credit Income
• 4.28% Templeton GL Total Return
• 4.06% Salamandre Euro Rendement
• 3.96% Sanso Objectif Durable 2024
• 3.93% Aviva Investors Alpha Yield
• 3.57% Axiom Obligataire
• 3.55% AXA Court Terme Dollar
• 2.81% Groupama Axiom Legacy 21
• 2.53% Axiom Optimal Fix
• 2.34% Sunny Euro Strategic
• 2.24% Candriam Patrimoine Obli Inter
• 2.15% Russell Inv Unconstrained Bond
• 2.01% EdR Fund Bond Allocation
• 1.73% Carmignac Unconstrained GL Bond
• 1.43% La Française Multistratégies Oblig
• 1.31% Sextant Bond Picking