Perf. YTD

Diversifiés/Flexibles

• 3.57% PIMCO GIS Dynamic Multi-Asset Fund
• 3.34% Amilton Solution
• 2.98% SP Croissance
• 2.83% Invest Latitude Equilibre
• 2.78% R-co Valor
• 2.66% AXA WF Global Optimal Income
• 2.62% Carmignac Portfolio Emerging Patrimoine
• 2.31% Threadneedle Euro Dynamic Real Return
• 2.30% BGF ESG Multi-Asset
• 2.20% OFI RS MultiTrack
• 2.08% Jupiter Flexible Income
• 1.75% Dorval Global Convictions
• 1.75% Ethna-Aktiv
• 1.66% ACATIS GANÉ Value Event
• 1.60% Haas Epargne Global
• 1.55% First Eagle Amundi International Fund
• 1.49% CPR Croissance Réactive
• 1.47% Mansartis Investissements ISR
• 1.44% Mandarine Multi-Assets
• 1.43% R-co Valor Balanced
• 1.37% Russell MAGS
• 1.36% DNCA Evolutif
• 1.35% Ethna-Dynamisch
• 1.29% JPMorgan Global Income
• 1.20% Lazard Patrimoine SRI
• 1.15% Covéa Flexible ISR
• 1.11% AXA WF Optimal Income
• 1.09% Sanso Convictions
• 1.04% Fidelity Global Multi Asset Income Fund
• 1.03% NN (L) Patrimonial Balanced European Sustainable
• 0.99% ODDO BHF Exklusiv : Polaris Balanced
• 0.99% M&G (Lux) Dynamic Allocation
• 0.92% R-co Conviction Club
• 0.87% Sycomore Allocation Patrimoine
• 0.84% Trusteam ROC Flex
• 0.79% Ruffer Total Return International
• 0.75% Lombard Odier Funds-All Roads
• 0.71% Nordea 1 - Stable Return
• 0.68% SLF (F) Multi Asset Moderate
• 0.66% Carmignac Portfolio Patrimoine Europe
• 0.66% Moneta Long Short
• 0.65% Invest Latitude Patrimoine
• 0.65% Dorval Convictions
• 0.60% Dorval Global Convictions Patrimoine
• 0.60% Echiquier ARTY SRI
• 0.59% JPM Global Macro Opportunities
• 0.45% Haas Epargne Patrimoine
• 0.35% Tikehau International Cross Assets
• 0.33% ODDO BHF Polaris Moderate
• 0.21% Vivienne Ouessant
• 0.20% Richelieu Harmonies
• 0.20% GF Fidélité
• 0.15% BNY Mellon Global Real Return Fund (EUR)
• 0.13% VEGA Patrimoine
• 0.12% Carmignac Patrimoine
• 0.09% M&G (Lux) Conservative Allocation
• 0.08% Fidelity Patrimoine
• 0.07% EdR Fund Income Europe
• - Clartan Valeurs
• -0.02% Eurose
• -0.09% Otea 1
• -0.12% VEGA Euro Rendement
• -0.37% Clartan Patrimoine
• -0.58% LFIS Vision UCITS Perspective Strategy
• -0.58% Sextant Grand Large

Perf. YTD

OPCVM Actions

• 15.90% BNP Paribas Energy Transition
• 12.19% BNP Paribas Funds China Equity
• 12.04% Russell Investments China Equity
• 11.53% BNY Mellon Mobility Innovation Fund
• 10.73% Templeton Asian Growth
• 8.79% GemEquity
• 8.31% JPMorgan Global Healthcare
• 7.53% Echiquier World Next Leaders
• 7.00% EdR Fund Healthcare
• 6.75% DNCA Invest Beyond Global Leaders
• 6.57% BGF World Technology
• 6.28% BGF Sustainable Energy
• 6.15% AXA WF Framlington Robotech
• 6.12% M Climate Solutions
• 6.02% JPM Emerging Markets Small Cap
• 5.94% La Française Inflection Point Carbon Impact Global
• 5.50% Echiquier Artificial Intelligence
• 5.48% Franklin Technology
• 5.46% BNP Paribas Health Care Innovators
• 5.18% Pictet Digital
• 4.93% MainFirst Global Equities Fund
• 4.75% BNP Paribas Climate Impact
• 4.71% Comgest Monde
• 4.65% Lombard Odier Funds-World Brands
• 4.64% Thematics AI and Robotics
• 4.64% Mandarine Global Microcap
• 4.46% CPR Global Disruptive Opportunities
• 4.15% Candriam Equities L Oncology Impact
• 4.13% BNP Paribas Funds Disruptive Technology
• 4.02% Lombard Odier Funds-Golden Age
• 3.88% Fidelity World
• 3.63% Fidelity Sustainable Water & Waste
• 3.56% Pictet-Clean Energy
• 3.51% Wise World ISR
• 3.46% EdR Fund Big Data
• 3.31% Pictet Biotech
• 3.31% BNP Paribas Aqua
• 3.30% Thematics Water
• 3.18% Thematics Meta
• 2.99% Threadneedle GL Smaller Companies
• 2.78% Thematics Subscription Economy
• 2.76% Russell Investments World Equity Fund
• 2.61% Athymis Millennial
• 2.53% M&G (Lux) Positive Impact Fund
• 2.53% Threadneedle (Lux) American Fund
• 2.49% Pictet Global Megatrend Selection
• 2.38% Pictet Water
• 2.31% Carmignac Investissement
• 2.26% DNCA Invest Beyond Semperosa
• 2.09% CM-AM Global Leaders
• 2.06% AXA WF Framlington Digital Economy
• 2.01% Thematics Safety
• 1.90% Mirova Global Sustainable Equity
• 1.55% CPR Silver Age
• 1.49% M&G (Lux) Global Listed Infrastructure Fund
• 1.45% OFI Invest US Equity
• 1.13% Aviva Grandes Marques ISR
• 1.08% AXA Europe Small Cap
• 1.07% NN (L) Global Equity Impact Opportunities
• 0.67% Echiquier World Equity Growth
• 0.60% Franklin US Opportunities
• 0.56% MS INVF Global Advantage
• 0.55% Pictet Security
• 0.04% Jupiter Financial Innovation
• -0.09% Lazard Actions Américaines
• -0.23% Generali France Future Leaders
• -0.45% Covéa Actions Europe Opportunités
• -0.46% CM-AM Pierre
• -2.05% MS INVF Europe Opportunity
• -5.22% CM-AM Global Gold

Perf. YTD

OPCVM Absolute Return

• 3.17% Sycomore L/S Opportunities
• 2.43% MainFirst Absolute Return Multi Asset
• 1.94% Threadneedle Pan European Absolute Alpha
• 1.77% Helium Selection
• 1.37% Pictet TR - Atlas
• 1.23% Candriam Absolute Return Equity Market Neutral
• 0.15% G Fund - Alpha Fixed Income
• -0.15% Nordea 1 - Alpha 10 MA Fund
• -0.20% H2O Largo
• -0.37% Kirao Multicaps Alpha
• -0.67% LFIS Vision UCITS Premia

OXALIS PATRIMOINE & ASSURANCES SAINT-YVES

Samuel POTIER
Conseiller en Gestion de Patrimoine - 44 (Loire-Atlantique)

Mobile : 06 77 81 60 77
Standard : 02 53 35 75 90
Ligne directe : 02 53 35 75 90

 

Connectez-vous Déjà membre ?

Inscrivez-vous Pas encore membre ?

Perf. YTD

OPCVM PEA

• 6.08% Groupama Avenir Euro
• 5.03% Pluvalca Health Opportunities
• 4.97% G Fund - Avenir Small Cap
• 4.72% R-co Thematic Silver Plus
• 4.60% Erasmus Small Cap Euro
• 4.14% La Française Actions France PME
• 4.11% Mirova Europe Environmental Equity
• 3.96% Quadrige Rendement France Midcaps
• 3.81% Sycomore Eco Solutions
• 3.54% Pluvalca Disruptive Opportunities
• 3.26% Candriam EQ L Europe Innovation
• 3.25% Norden SRI
• 3.24% Tocqueville Megatrends ISR
• 3.16% ODDO BHF Avenir Europe
• 3.08% Covéa Terra
• 3.07% Amilton Premium Europe
• 3.02% Legg Mason Martin Currie Global Long-Term
• 2.87% MainFirst Germany Fund
• 2.83% Sextant PME
• 2.77% Mandarine Europe Microcap
• 2.75% Richelieu Family Small Cap
• 2.55% Amplegest Pricing Power
• 2.54% Mandarine Active
• 2.53% RJ Green Impact
• 2.49% Erasmus Mid Cap Euro
• 2.39% OFI RS Equity Climate Change
• 2.24% Tocqueville Ulysse
• 2.22% Echiquier Major SRI Growth Europe
• 2.19% CPR Croissance Dynamique
• 2.10% Auris - Evolution Europe ISR
• 2.02% EdR SICAV Euro Sustainable Growth
• 1.95% ODDO BHF Active Small Cap
• 1.86% DNCA Invest Norden Europe
• 1.86% Mandarine Unique
• 1.79% Sycomore Shared Growth
• 1.68% GIS SRI Ageing Population
• 1.67% Haas Actions Croissance
• 1.65% Echiquier Positive Impact Europe
• 1.65% Dorval Manageurs Europe
• 1.33% Quadrator SRI
• 1.29% Seven European Equity Fund
• 1.27% Montségur Croissance
• 1.19% Athymis Millennial Europe
• 1.14% Sycomore Francecap
• 1.05% DNCA Invest Archer Mid-Cap Europe
• 1.02% ELEVA Leaders Small & Mid Cap Europe
• 0.88% C-Quadrat Europe Multicap
• 0.81% Portzamparc Entrepreneurs
• 0.80% BDL Convictions
• 0.73% Echiquier Agenor SRI Mid Cap Europe
• 0.59% FCP Mon PEA
• 0.39% Dorval Manageurs Smid cap Euro
• 0.39% Sycomore Happy @ Work
• 0.35% Richelieu CityZen
• 0.29% AXA IM Euro Sélection
• 0.25% Fidelity Europe
• 0.12% EdR SICAV Tricolore Rendement
• 0.04% Montségur Dividendes
• 0.03% COGEFI Prospective
• -0.03% Indépendance et Expansion France Small
• -0.18% VEGA France Opportunités
• -0.21% Moneta Multi Caps
• -0.22% Dorval Manageurs
• -0.30% Richelieu Pragma Europe
• -0.91% Fourpoints Euro Global Leaders
• -1.22% Kirao Multicaps
• -1.43% Axiom European Banks Equity

Perf. YTD

OPCVM Obligations Convertibles

• 1.75% M Global Convertibles
• 1.12% Lazard Convertible Global

Perf. YTD

OPCVM Obligations

• 1.20% AXA Court Terme Dollar
• 1.14% IVO Fixed Income
• 0.95% Sextant Bond Picking
• 0.74% La Française Rendement Global 2028 Plus
• 0.54% La Française Rendement GL 2028
• 0.54% SLF Opportunité High Yield 2023
• 0.47% Axiom Optimal Fix
• 0.43% M&G (Lux) Global Macro Bond Fund
• 0.39% Tailor Crédit Rendement Cible
• 0.39% Axiom Obligataire
• 0.35% Sanso Objectif Durable 2024
• 0.31% Tikehau 2022
• 0.23% IVO Fixed Income Short Duration
• 0.21% Candriam Patrimoine Obli-Inter
• 0.18% Salamandre Euro Rendement
• 0.12% Russell Inv Unconstrained Bond
• -0.09% EdR Fund Bond Allocation
• -0.17% Carmignac PTF U Euro Fixed Income
• -0.24% Jupiter Dynamic Bond
• -0.35% Franklin European Total Return
• -0.42% PIMCO GIS Diversified Income
• -0.45% Mirova Global Green Bond
• -0.60% Legg Mason Brandywine Global Income Optimiser
• -0.93% M&G (Lux) Emerging Markets Bond Fund