CAC 40 Perf Jour Perf Ytd
8125.23 -0.53% +10.12%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 119.83%
Jupiter Financial Innovation 35.53%
Piquemal Houghton Global Equities 25.31%
Digital Stars Europe 23.38%
Aperture European Innovation 23.12%
Candriam Equities L Oncology 22.29%
GemEquity 20.11%
Candriam Equities L Robotics & Innovative Technology 19.62%
Carmignac Investissement Grand Prix de la Finance 17.71%
Sienna Actions Bas Carbone 17.50%
Auris Gravity US Equity Fund 16.28%
HMG Globetrotter 13.84%
Sycomore Sustainable Tech 13.33%
Echiquier Artificial Intelligence Grand Prix de la Finance 12.29%
Groupama Global Disruption 11.51%
Athymis Industrie 4.0 11.31%
Square Megatrends Champions 11.11%
Groupama Global Active Equity 10.61%
Fidelity Global Technology 10.04%
Pictet - Clean Energy Transition Grand Prix de la Finance 9.84%
R-co Thematic Blockchain Global Equity 9.21%
BNP Paribas Funds Disruptive Technology 9.09%
GIS Sycomore Ageing Population 7.82%
Sienna Actions Internationales 7.65%
AXA Aedificandi 7.19%
FTGF ClearBridge Infrastructure Value 7.16%
Eurizon Fund Equity Innovation 7.13%
EdRS Global Resilience 6.54%
Russell Inv. World Equity Fund 6.05%
Franklin Technology Fund 5.83%
EdR Fund Big Data Grand Prix de la Finance 5.49%
R-co Thematic Real Estate 5.42%
Pictet - Digital 4.95%
ODDO BHF Artificial Intelligence 4.56%
Thematics AI and Robotics 4.38%
Claresco USA 4.28%
JPMorgan Funds - US Technology 4.24%
Palatine Amérique 3.97%
Covéa Ruptures 3.73%
Echiquier World Equity Growth Grand Prix de la Finance 3.68%
CPR Invest Climate Action 3.66%
JPMorgan Funds - Global Dividend 3.51%
Sanso Smart Climate Grand Prix de la Finance 3.41%
DNCA Invest Beyond Semperosa 3.28%
Mandarine Global Transition 2.90%
M&G (Lux) Global Dividend Fund 2.81%
Janus Henderson Horizon Global Sustainable Equity Fund 2.65%
Mirova Global Sustainable Equity 1.33%
Covéa Actions Monde 1.21%
EdR Fund Healthcare 0.71%
Loomis Sayles U.S. Growth Equity 0.45%
Ofi Invest Grandes Marques 0.36%
BNP Paribas US Small Cap 0.33%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.09%
BNP Paribas Aqua Grand Prix de la Finance -0.17%
Comgest Monde Grand Prix de la Finance -0.21%
Thematics Water -0.21%
Echiquier Global Tech -0.79%
FTGF Royce US Small Cap Opportunity Fund -1.18%
MS INVF Global Opportunity -1.53%
AXA WF Robotech -1.63%
JPMorgan Funds - America Equity -2.42%
CPR Global Disruptive Opportunities -2.53%
Pictet - Water Grand Prix de la Finance -4.04%
ODDO BHF Global Equity Stars -4.64%
Athymis Millennial -5.07%
Franklin U.S. Opportunities Fund -5.22%
Thematics Meta -5.49%
Pictet - Security -7.36%
MS INVF Global Brands -12.05%
Franklin India Fund -15.61%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Agenda

13 Septembre

11:30 - 14:00

Bordeaux

ROADSHOW Calao Finance & Financière d'Uzès & Sogenial Immobilier

Organisé par UZES GESTION

Calao Finance, la Financière d'Uzès et Sogenial Immobilier organisent leur tournée sur le thème de l'investissement financier.

🔹 Accueil : à partir de 11h30

🔹 Présentation : jusqu'à 12h30

🔹 Déjeuner : jusqu'à 14H
 

** Calao Finance **
Apport - Cession - Remploi 150-0 B Ter avec le FPCI Calao Participations N°2 ; FPCI Vitirev Terradev (2nd closing), Fonds à impact sur la transition agroécologique avec la Caisse des Dépôts et Consignations ; Défiscalisation IR 2022 avec le FCPI Calao Innovations.
 
** Financière d'Uzès **
Uzès Sport : un fonds actions internationales, thématique et ISR.
Produits Structurés, une offre sur mesure adaptée aux CGPI.    
Investir dans le Vin, un actif à part entière.

** Sogenial Immobilier **
Fonds professionnels immobiliers : comment intégrer de l’immobilier tertiaire paneuropéen dans un contrat assurance vie luxembourgeois ? L’OPPCI, ce grand inconnu, comment bénéficier d’un investissement réservé habituellement aux institutionnels ?

 

🔹 𝗟𝗲𝘀 𝗶𝗻𝘁𝗲𝗿𝘃𝗲𝗻𝗮𝗻𝘁𝘀 ? Laurent Gaillot, Philippe Caszalot, Jean-Luc BEL, Mehdi Guettafi, Nicolas LORRAIN, Cédric Goirand

 

Réunion réservée aux CIF.

 

Pour s'inscrire, cliquez ici.

 

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 62.76%
Alken Fund Small Cap Europe 56.38%
Indépendance Europe Small Grand Prix de la Finance 46.11%
Tocqueville Value Euro ISR 32.13%
Tailor Actions Avenir ISR 31.07%
JPMorgan Euroland Dynamic 29.94%
Groupama Opportunities Europe 26.96%
Moneta Multi Caps Grand Prix de la Finance 25.43%
BDL Convictions Grand Prix de la Finance 23.20%
Uzès WWW Perf 23.09%
IDE Dynamic Euro 22.18%
Indépendance France Small & Mid Grand Prix de la Finance 21.60%
VALBOA Engagement ISR 19.50%
Tocqueville Euro Equity ISR 19.13%
R-co 4Change Net Zero Equity Euro 19.05%
Mandarine Premium Europe 18.59%
Ecofi Smart Transition 18.39%
Quadrige France Smallcaps 18.20%
Lazard Small Caps Euro 16.68%
DNCA Invest Archer Mid-Cap Europe 15.93%
Sycomore Sélection Responsable 14.97%
Tikehau European Sovereignty 13.64%
EdR SICAV Tricolore Convictions 13.63%
Covéa Perspectives Entreprises 13.58%
Sycomore Europe Happy @ Work 13.16%
Europe Income Family 13.07%
Groupama Avenir PME Europe 12.65%
ADS Venn Collective Alpha Europe 12.08%
Mandarine Europe Microcap 12.01%
Fidelity Europe 10.69%
Mirova Europe Environmental Equity 10.62%
Norden SRI 10.23%
Gay-Lussac Microcaps Europe 9.75%
HMG Découvertes 9.74%
Mandarine Unique 7.28%
Dorval Drivers Europe 6.36%
ELEVA Leaders Small & Mid Cap Europe 5.80%
Tocqueville Croissance Euro ISR 5.57%
CPR Croissance Dynamique 5.06%
VEGA Europe Convictions ISR 4.81%
VEGA France Opportunités ISR 3.90%
LFR Euro Développement Durable ISR 2.91%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.82%
Amplegest Pricing Power Grand Prix de la Finance -0.16%
Eiffel Nova Europe ISR -3.68%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.82%
ADS Venn Collective Alpha US -6.11%
DNCA Invest SRI Norden Europe -6.37%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.51%
Axiom Emerging Markets Corporate Bonds 7.93%
IVO EM Corporate Debt UCITS 6.81%
Carmignac Portfolio Credit 6.60%
IVO Global High Yield 6.54%
LO Fallen Angels 6.23%
Axiom Obligataire Grand Prix de la Finance 6.04%
FTGF Brandywine Global Income Optimiser Fund 5.99%
IVO EM Corporate Debt Short Duration SRI 5.97%
Lazard Credit Opportunities 5.95%
Lazard Credit Fi SRI 5.86%
Omnibond 5.81%
Income Euro Sélection 5.48%
EdR SICAV Financial Bonds 5.33%
Schelcher Global Yield 2028 5.00%
Jupiter Dynamic Bond 4.90%
La Française Credit Innovation 4.73%
Axiom Short Duration Bond 4.57%
Tikehau European High Yield 4.56%
DNCA Invest Credit Conviction 4.43%
Ofi Invest High Yield 2029 4.36%
EdR SICAV Short Duration Credit 4.30%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 4.23%
Ostrum SRI Crossover 4.06%
Alken Fund Income Opportunities 4.00%
SLF (F) Opportunité High Yield 2028 3.94%
Pluvalca Credit Opportunities 2028 3.94%
Auris Investment Grade 3.92%
La Française Rendement Global 2028 3.85%
R-co Conviction Credit Euro 3.80%
Tikehau 2027 3.80%
Hugau Obli 1-3 3.73%
Hugau Obli 3-5 3.59%
EdR SICAV Millesima 2030 3.59%
Tikehau 2029 3.55%
Ofi Invest Alpha Yield 3.49%
Eiffel Rendement 2028 3.43%
Tailor Credit 2028 3.23%
Tailor Crédit Rendement Cible 3.06%
Auris Euro Rendement 3.06%
EdR Fund Bond Allocation 2.94%
M All Weather Bonds 2.73%
Mandarine Credit Opportunities 2.20%
Sanso Short Duration 1.87%
Epsilon Euro Bond 0.77%
LO Funds - Short-Term Money Market CHF 0.73%
AXA IM FIIS US Short Duration High Yield -6.15%
Amundi Cash USD -8.06%
Goldman Sachs Yen Liquid Reserves Fund Institutional -11.33%