Perf. YTD

Diversifiés/Flexibles

• 9.07% Ginjer Actifs 360
• 6.49% R-co Valor
• 4.48% R-co Conviction Club
• 4.16% ACATIS GANÉ Value Event
• 3.56% Dorval Convictions
• 3.52% Ruffer Total Return International
• 3.12% Invest Latitude Equilibre
• 3.03% SP Croissance
• 2.95% Moneta Long Short
• 2.94% Carmignac Portfolio Patrimoine Europe
• 2.94% AXA WF Global Optimal Income
• 2.75% Dorval Global Convictions
• 2.63% Otea 1
• 2.54% JPM Global Macro Opportunities
• 2.51% AXA WF Optimal Income
• 2.23% Clartan Valeurs
• 2.22% First Eagle Amundi International Fund
• 2.21% Lazard Patrimoine SRI
• 2.16% R-co Valor Balanced
• 2.10% Sextant Grand Large
• 2.00% Threadneedle Euro Dynamic Real Return
• 1.90% Amilton Solution
• 1.71% Jupiter Flexible Income
• 1.52% Haas Epargne Global
• 1.52% PIMCO GIS Dynamic Multi-Asset Fund
• 1.50% JPMorgan Global Income
• 1.49% Eurose
• 1.42% Trusteam ROC Flex
• 1.35% BGF ESG Multi-Asset
• 1.24% Carmignac Patrimoine
• 1.22% Ethna-Aktiv
• 1.04% Fidelity Global Multi Asset Income Fund
• 1.03% Mansartis Investissements ISR
• 1.02% Sycomore Allocation Patrimoine
• 1.00% Fidelity Patrimoine
• 0.81% DNCA Evolutif
• 0.80% Richelieu Harmonies
• 0.77% Sycomore Next Generation
• 0.68% OFI RS MultiTrack
• 0.64% Sanso Convictions
• 0.57% Dorval Global Convictions Patrimoine
• 0.43% Echiquier ARTY SRI
• 0.39% VEGA Patrimoine
• 0.39% Haas Epargne Patrimoine
• 0.35% Carmignac Portfolio Emerging Patrimoine
• 0.18% Nordea 1 - Stable Return
• 0.17% Ethna-Dynamisch
• 0.11% EdR Fund Income Europe
• 0.04% Clartan Patrimoine
• -0.04% ODDO BHF Exklusiv : Polaris Balanced
• -0.06% BNY Mellon Global Real Return Fund (EUR)
• -0.09% VEGA Euro Rendement
• -0.17% LFIS Vision UCITS Perspective Strategy
• -0.27% Russell MAGS
• -0.29% CPR Croissance Réactive
• -0.59% M&G (Lux) Dynamic Allocation
• -0.60% ODDO BHF Polaris Moderate
• -0.87% NN (L) Patrimonial Balanced European Sustainable
• -0.91% Tikehau International Cross Assets
• -1.08% Invest Latitude Patrimoine
• -1.09% SLF (F) Multi Asset Moderate
• -1.10% GF Fidélité
• -1.41% Covéa Flexible ISR
• -1.72% M&G (Lux) Conservative Allocation
• -1.72% Lombard Odier Funds-All Roads
• -2.52% Vivienne Ouessant

Perf. YTD

OPCVM Actions

• 12.13% Templeton Asian Growth
• 11.72% BNP Paribas Energy Transition
• 10.03% Pictet Digital
• 9.97% Franklin Technology
• 9.10% BNP Paribas Funds China Equity
• 9.05% BNY Mellon Mobility Innovation Fund
• 8.89% MS INVF Global Advantage
• 7.22% Mandarine Global Microcap
• 6.92% EdR Fund Big Data
• 6.77% Russell Investments World Equity Fund
• 6.22% DNCA Invest Beyond Global Leaders
• 5.77% Russell Investments China Equity
• 5.76% Jupiter Financial Innovation
• 5.59% BNP Paribas Climate Impact
• 5.50% Fidelity World
• 5.33% Richelieu America
• 5.22% Pictet Security
• 5.20% AXA WF Framlington Digital Economy
• 5.14% Pictet Global Megatrend Selection
• 4.80% La Française Inflection Point Carbon Impact Global
• 4.79% BGF World Technology
• 4.58% GemEquity
• 4.39% Pictet Biotech
• 4.25% Wise World ISR
• 4.17% BNP Paribas Funds Disruptive Technology
• 4.12% Generali France Future Leaders
• 4.02% MS INVF Europe Opportunity
• 3.86% CPR Silver Age
• 3.78% Threadneedle (Lux) American Fund
• 3.66% OFI Invest US Equity
• 3.51% AXA WF Framlington Robotech
• 3.50% CPR Global Disruptive Opportunities
• 3.49% Echiquier World Next Leaders
• 3.21% Pictet-Clean Energy
• 3.13% Threadneedle GL Smaller Companies
• 3.07% Fidelity Sustainable Water & Waste
• 2.89% JPM Emerging Markets Small Cap
• 2.78% Thematics AI and Robotics
• 2.76% Franklin US Opportunities
• 2.66% Athymis Millennial
• 2.60% Mirova Global Sustainable Equity
• 2.55% Carmignac Investissement
• 2.47% BNP Paribas Aqua
• 2.40% BNP Paribas Health Care Innovators
• 2.35% Lombard Odier Funds-World Brands
• 2.20% Fourpoints Thematic Selection
• 2.12% MainFirst Global Equities Fund
• 2.12% Comgest Monde
• 2.08% M&G (Lux) Positive Impact Fund
• 2.03% Pictet Water
• 1.90% Thematics Subscription Economy
• 1.86% Aviva Grandes Marques ISR
• 1.80% Lombard Odier Funds-Golden Age
• 1.73% EdR Fund Healthcare
• 1.52% Thematics Meta
• 1.49% M&G (Lux) Global Listed Infrastructure Fund
• 1.36% BGF Sustainable Energy
• 1.15% Lazard Actions Américaines
• 0.92% NN (L) Global Equity Impact Opportunities
• 0.86% Thematics Safety
• 0.83% Echiquier Artificial Intelligence
• 0.52% Thematics Water
• 0.48% JPMorgan Global Healthcare
• 0.02% CM-AM Global Leaders
• -0.85% Echiquier World Equity Growth
• -0.97% Mandarine Global Transition
• -1.80% DNCA Invest Beyond Semperosa
• -1.94% AXA Europe Small Cap
• -2.64% CM-AM Pierre
• -2.74% Covéa Actions Europe Opportunités
• -3.91% Candriam Equities L Oncology Impact
• -6.00% M Climate Solutions
• -12.80% CM-AM Global Gold

Perf. YTD

OPCVM Absolute Return

• 3.66% Sycomore L/S Opportunities
• 3.60% Helium Selection
• 3.03% Pictet TR - Atlas
• 2.50% Candriam Absolute Return Equity Market Neutral
• 2.47% Threadneedle Pan European Absolute Alpha
• 0.04% G Fund - Alpha Fixed Income
• -0.60% MainFirst Absolute Return Multi Asset
• -0.92% LFIS Vision UCITS Premia
• -1.29% Nordea 1 - Alpha 10 MA Fund
• -2.53% Kirao Multicaps Alpha

DNCA Finance

Benjamin LENEUTRE
Commercial Clientèle CGPI - 75 (Paris)

Ligne directe : 01 58 62 57 22

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Perf. YTD

OPCVM PEA

• 18.84% Axiom European Banks Equity
• 10.18% Quadrige Rendement France Midcaps
• 7.16% Erasmus Small Cap Euro
• 6.92% La Française Actions France PME
• 6.69% Indépendance et Expansion France Small
• 6.46% G Fund - Avenir Small Cap
• 6.11% BDL Convictions
• 5.72% Mandarine Europe Microcap
• 5.55% Dorval Manageurs Europe
• 5.47% Pluvalca Health Opportunities
• 5.34% ODDO BHF Active Small Cap
• 5.32% Sextant PME
• 5.21% Amilton Premium Europe
• 4.78% DNCA Invest Archer Mid-Cap Europe
• 4.54% Norden SRI
• 4.34% Richelieu Family Small Cap
• 4.19% COGEFI Prospective
• 4.18% Dorval Manageurs
• 3.80% Groupama Avenir Euro
• 3.54% Pluvalca Sustainable Opportunities
• 3.46% MainFirst Germany Fund
• 3.33% Tocqueville Ulysse
• 2.99% Erasmus Mid Cap Euro
• 2.95% Pluvalca Disruptive Opportunities
• 2.94% Sycomore Francecap
• 2.83% DNCA Invest SRI Norden Europe
• 2.56% Fidelity Europe
• 2.51% Covéa Terra
• 2.30% ELEVA Leaders Small & Mid Cap Europe
• 2.28% Haas Actions Croissance
• 2.25% Mandarine Unique
• 2.24% Sycomore Eco Solutions
• 2.20% Quadrator SRI
• 2.02% Moneta Multi Caps
• 1.90% ODDO BHF Avenir Europe
• 1.90% FCP Mon PEA
• 1.70% EdR SICAV Tricolore Rendement
• 1.56% Dorval Manageurs Smid cap Euro
• 1.32% Amplegest Pricing Power
• 1.23% Montségur Dividendes
• 1.23% CPR Croissance Dynamique
• 1.06% EdR SICAV Euro Sustainable Equity
• 1.05% Mandarine Active
• 0.62% R-co Thematic Silver Plus
• 0.50% C-Quadrat Europe Multicap
• 0.48% VEGA France Opportunités
• 0.46% GIS SRI Ageing Population
• 0.30% Tocqueville Megatrends ISR
• 0.21% Athymis Millennial Europe
• -0.15% Mirova Europe Environmental Equity
• -0.19% Portzamparc Entrepreneurs
• -0.28% Legg Mason Martin Currie Global Long-Term
• -0.31% Montségur Croissance
• -0.42% Auris - Evolution Europe ISR
• -0.52% Echiquier Positive Impact Europe
• -0.56% Echiquier Agenor SRI Mid Cap Europe
• -0.66% Echiquier Major SRI Growth Europe
• -0.80% Candriam EQ L Europe Innovation
• -1.38% Sycomore Happy @ Work
• -1.50% OFI RS Equity Climate Change
• -1.61% Gay-Lussac Green Impact
• -1.73% Richelieu CityZen
• -1.74% Kirao Multicaps
• -2.00% AXA IM Euro Sélection
• -2.15% Sycomore Shared Growth

Perf. YTD

OPCVM Obligations Convertibles

• 3.40% Schelcher Prince Convertibles Global
• 3.16% Lazard Convertible Global
• 2.09% M Global Convertibles

Perf. YTD

OPCVM Obligations

• 3.49% IVO Fixed Income
• 2.45% Sextant Bond Picking
• 1.53% AXA Court Terme Dollar
• 1.34% La Française Rendement Global 2028 Plus
• 1.33% SLF Opportunité High Yield 2023
• 1.15% IVO Fixed Income Short Duration
• 1.09% Axiom Optimal Fix
• 1.01% Sanso Objectif Durable 2024
• 0.95% Axiom Obligataire
• 0.76% La Française Rendement GL 2028
• 0.67% Tikehau 2022
• 0.48% Salamandre Euro Rendement
• 0.23% Candriam Patrimoine Obli-Inter
• 0.18% Russell Inv Unconstrained Bond
• 0.03% Carmignac PTF U Euro Fixed Income
• -0.08% Legg Mason Brandywine Global Income Optimiser
• -0.26% EdR Fund Bond Allocation
• -0.90% Tailor Crédit Rendement Cible
• -1.34% M&G (Lux) Global Macro Bond Fund
• -1.73% Jupiter Dynamic Bond
• -2.05% Franklin European Total Return
• -2.19% PIMCO GIS Diversified Income
• -2.38% Mirova Global Green Bond
• -2.39% M&G (Lux) Emerging Markets Bond Fund