CAC 40 Perf Jour Perf Ytd

7576.02 +0.46% +0.44%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
R-co Valor	17.15%
First Eagle Amundi International Fund	16.45%
IDE Dynamic World Flexible	13.78%
R-co Valor Balanced	11.54%
DNCA Invest Evolutif	11.12%
GF Ambition Solidaire	9.95%
Russell Inv. MAGS	8.93%
ACATIS Value Event	8.91%
Mansartis Investissements ISR	7.80%
Ofi Invest ESG MultiTrack	7.40%
ODDO BHF Exklusiv : Polaris Balanced	7.30%
BNY Mellon Global Real Return Fund (EUR)	6.97%
M&G (Lux) Dynamic Allocation Fund	6.60%
Carmignac Patrimoine	6.41%
Dorval Global Allocation	6.28%
Dorval Convictions	6.15%
Tikehau International Cross Assets	5.28%
Tailor Allocation Defensive	5.17%
Sienna Diversifié Flexible Monde	5.13%
Exane Ceres	4.72%
GIS Global Multi Asset Income	4.49%
Mandarine Solution	4.45%
VEGA Euro Rendement ISR	4.41%
Lazard Patrimoine Opportunities SRI	4.39%
Equilibre Ecologique	4.30%
Ginjer Actifs 360	4.30%
Echiquier Allocation Flexible	4.26%
Sycomore Next Generation	4.22%
JPMorgan Funds - Global Macro Opportunities	3.90%
Auris Diversified Beta	3.78%
Dorval Global Conservative	3.76%
Echiquier ARTY SRI	3.49%
Moneta Long Short	3.46%
VEGA Patrimoine ISR	3.34%
BDL Rempart	3.17%
Exclusif 21	3.02%
Eurose	2.84%
Ruffer Total Return International	2.57%
H2O Moderato	2.51%
Cogefi Flex Dynamic	1.70%
Lazard Patrimoine SRI	1.31%
Trusteam ROC Flex	1.30%
Vivienne Ouessant	0.24%
Gay-Lussac Europe Flex	-2.03%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
CM-AM Global Gold	32.28%
Franklin U.S. Opportunities Fund	23.77%
MS INVF Global Opportunity	23.29%
Loomis Sayles U.S. Growth	22.79%
Franklin Technology Fund	20.36%
Pictet - Digital	20.23%
R-co Thematic Blockchain Global Equity	19.91%
Echiquier Artificial Intelligence	19.40%
Groupama Global Disruption	19.23%
M&G (Lux) Global Dividend Fund	18.94%
Mirova Global Sustainable Equity	18.71%
Carmignac Investissement	18.55%
BNP Paribas Funds Disruptive Technology	18.45%
VIA Smart Equity World	18.16%
Ofi Invest ISR Grandes Marques	17.76%
Athymis Millennial	17.69%
HMG Globetrotter	17.47%
Fidelity Global Technology	17.25%
Sycomore Sustainable Tech	17.18%
Echiquier World Equity Growth	16.53%
CPR Global Disruptive Opportunities	16.28%
Sanso Smart Climate	15.80%
Digital Stars Europe	15.57%
Janus Henderson Horizon Global Sustainable Equity Fund	14.88%
Russell Inv. World Equity Fund	14.87%
R-co Valor 4Change Global Equity	14.64%
Comgest Monde	14.31%
EdR Fund Big Data	14.24%
JPMorgan Funds - Global Dividend	13.68%
Mandarine Global Transition	13.54%
Jupiter Global Ecology Growth	13.04%
Square Megatrends Champions	13.00%
Pictet - Security	12.97%
Covéa Ruptures	12.91%
ODDO BHF Artificial Intelligence	12.79%
GemEquity	12.30%
AXA WF Robotech	12.19%
Aperture European Innovation	12.17%
JPMorgan Funds - China A-Share Opportunities	11.89%
Pictet - Water	10.94%
Piquemal Houghton Global Equities	10.86%
BNP Paribas US Small Cap	10.78%
Candriam Equities L Oncology Impact	10.67%
Aesculape SRI	10.64%
MS INVF Global Brands	10.51%
Pictet - Global Megatrend Selection	10.09%
JPMorgan Funds - Global Healthcare	9.60%
FTGF ClearBridge Infrastructure Value	9.59%
Pictet - Global Environmental Opportunities	9.58%
Thematics Water	9.49%
AXA Aedificandi	9.08%
Thematics Meta	8.88%
BNP Paribas Aqua	8.61%
M&G (Lux) Global Listed Infrastructure Fund	8.55%
Sienna Actions Bas Carbone ISR	8.51%
Thematics AI and Robotics	8.16%
Pictet - Clean Energy Transition	6.76%
CPR Invest Hydrogen	6.75%
EdR Fund US Value	6.44%
DNCA Invest Beyond Semperosa	6.34%
Ecofi Enjeux Futurs	5.86%
EdR Fund Healthcare	5.68%
GIS SRI Ageing Population	5.48%
Templeton Global Climate Change Fund	4.33%
Pictet - Premium Brands	3.07%
Echiquier World Next Leaders	2.58%
Candriam EQ L Europe Innovation	1.58%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
Pictet TR - Atlas	6.66%
AXA WF Euro Credit Total Return	6.64%
Cigogne UCITS Credit opportunities	5.16%
Jupiter Merian Global Equity Absolute Return	4.95%
M&G (Lux) Episode Macro Fund	4.40%
Sanso MultiStratégies	4.27%
DNCA Invest Alpha Bonds	4.20%
Candriam Absolute Return Equity Market Neutral	4.07%
Candriam Bonds Credit Alpha	3.86%
Exane Pleiade	3.74%
Fidelity Absolute Return Global Equity Fund	3.33%
Syquant Capital - Helium Selection	2.83%
H2O Adagio	2.63%
Vivienne Bréhat	-5.57%

Agenda Public

18 juin

12:00 - 14:00

Déjeuners d'experts

Organisé par Dorval Asset Management
Ville: Besançon

Les équipes de Dorval Asset Management ont le plaisir de vous inviter à notre prochain déjeuner que nous organisons à Besançon le 18 juin de 12h à 14h.

Ce rendez-vous sera l’occasion de faire un point sur notre vision macroéconomique et sur les opportunités d’investissement.

Programme :

12h-12h30 : accueil
12h30-14h : présentation et déjeuner
14h : fin de l’événement

Vous souhaitez y participer ?

Contactez-nous : celine.beurton@dorval-am.com 👈

Buzz H24

Vidéos : De 100 à 600 millions € d'encours depuis janvier

Témoin : Une nouvelle saison pour la série Netflix de La Financière de l'Echiquier

Marché : Actions, Obligations, Immo, Structurés... qui gagne le match auprès des CGP ?

Acteurs : Les meilleurs fonds de gestion alternative à choisir pour les prochains mois…

Produits : Palmarès des fonds diversifiés selon l'échelle de risque…

Patrimoine : Conseillers, banquiers, gérants... quels salaires en 2025 ?

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	36.78%
DNCA Invest SRI Norden Europe	12.55%
Sycomore Europe Happy @ Work	12.13%
CPR Croissance Dynamique	11.72%
VEGA Europe Convictions ISR	10.98%
Europe Income Family	9.67%
Groupama Opportunities Europe	9.40%
Alken Fund Small Cap Europe	8.76%
Echiquier Major SRI Growth Europe	8.68%
Tocqueville Euro Equity ISR	8.54%
Echiquier Positive Impact Europe	8.42%
Tocqueville Croissance Euro ISR	8.36%
EdR SICAV Euro Sustainable Equity	7.41%
BNP Paribas Développement Humain	7.34%
Amplegest Pricing Power	7.19%
Alken European Opportunities	6.78%
DNCA Invest Archer Mid-Cap Europe	6.74%
BDL Convictions	5.83%
Dorval Manageurs	5.78%
HMG Découvertes	5.70%
Tailor Actions Avenir ISR	5.32%
EdR SICAV Tricolore Convictions	5.25%
Fidelity Europe	5.03%
VEGA France Opportunités ISR	5.02%
Dorval European Climate Initiative	4.75%
R-co Conviction Equity Value Euro	4.65%
Athymis Trendsetters Europe	4.31%
Mandarine Europe Microcap	4.29%
Gay-Lussac Microcaps Europe	4.18%
Uzès WWW Perf	4.18%
Mandarine Premium Europe	3.84%
Indépendance Europe Small	3.83%
Mandarine Unique	3.25%
Indépendance France Small & Mid	2.45%
Palatine Europe Sustainable Employment	1.96%
Sycomore Europe Eco Solutions	1.57%
Dorval Manageurs Europe	1.30%
Centifolia	1.07%
France Engagement	1.01%
Covéa Perspectives Entreprises	0.83%
Mirova Europe Environmental Equity	0.58%
Richelieu Family	-0.29%
Pluvalca Small Caps	-1.02%
LONVIA Mid-Cap Europe	-1.34%
Mandarine Social Leaders	-1.77%
LFR Euro Développement Durable ISR	-1.81%
Moneta Multi Caps	-2.03%
Quadrator SRI	-2.52%
Eiffel Nova Europe ISR	-4.30%
Groupama Avenir Euro	-5.09%
Quadrige France Smallcaps	-5.53%
Lazard Small Caps France	-7.07%
Quadrige Europe Midcaps	-9.14%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
M Global Convertibles SRI	4.92%
Lazard Convertible Global	3.63%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom Obligataire	10.66%
Omnibond	10.59%
IVO Fixed Income	10.25%
Groupama Axiom Legacy	10.20%
Carmignac Portfolio Credit	7.45%
Schelcher Global High Yield ESG	7.16%
Ofi Invest ESG Alpha Yield	6.99%
Tikehau European High Yield	6.83%
BNP Paribas Funds Euro High Yield Bd	6.66%
AXA IM FIIS US Short Duration High Yield	5.87%
SLF (LUX) Bond High Yield Opportunity 2026	5.57%
Eiffel Rendement 2028	5.47%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	5.41%
Tikehau 2027	5.23%
Amundi Cash USD	4.98%
La Française Rendement Global 2028	4.95%
Auris Euro Rendement	4.88%
Tailor Crédit Rendement Cible	4.81%
La Française Credit Innovation	4.66%
Richelieu Euro Credit Unconstrained	4.41%
Tailor Credit 2028 C	4.22%
Lazard Credit Opportunities	4.15%
Pluvalca Credit Opportunities 2028	4.05%
ODDO BHF Global Target 2028	3.75%
Ofi Invest High Yield 2027	3.52%
Ostrum SRI Crédit Ultra Short Plus	3.50%
Auris Investment Grade	3.46%
Sycoyield 2026	3.34%
Sanso Short Duration	3.32%
BNP Paribas Bond 6 M	3.21%
H2O Multibonds	2.49%
EdR Fund Bond Allocation	2.32%
Franklin European Total Return Fund	2.04%
FTGF Brandywine Global Income Optimiser Fund	1.84%
Jupiter Dynamic Bond	1.68%
LO Funds - Short-Term Money Market CHF	-0.13%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.40%