CAC 40 Perf Jour Perf Ytd
8225.63 -0% +11.45%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.88%
R-co Thematic Blockchain Global Equity 28.98%
Jupiter Financial Innovation 23.39%
Candriam Equities L Robotics & Innovative Technology 20.55%
Aperture European Innovation 19.65%
GemEquity 19.52%
Digital Stars Europe 19.03%
Tikehau European Sovereignty 18.26%
Piquemal Houghton Global Equities 17.23%
Sienna Actions Bas Carbone 16.34%
Echiquier Artificial Intelligence Grand Prix de la Finance 15.57%
Carmignac Investissement Grand Prix de la Finance 15.01%
Auris Gravity US Equity Fund 14.07%
Sycomore Sustainable Tech 14.07%
Athymis Industrie 4.0 12.85%
AXA Aedificandi 12.56%
HMG Globetrotter 11.15%
EdRS Global Resilience 10.97%
Fidelity Global Technology 10.68%
R-co Thematic Real Estate 10.32%
Square Megatrends Champions 10.21%
BNP Paribas Funds Disruptive Technology 9.96%
Groupama Global Disruption 9.18%
Franklin Technology Fund 9.07%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.75%
Groupama Global Active Equity 8.54%
FTGF ClearBridge Infrastructure Value 8.08%
Pictet - Digital 7.90%
Thematics AI and Robotics 7.59%
Candriam Equities L Oncology 7.30%
JPMorgan Funds - US Technology 7.13%
ODDO BHF Artificial Intelligence 6.98%
GIS Sycomore Ageing Population 6.42%
Sienna Actions Internationales 5.99%
Mandarine Global Transition 5.50%
Eurizon Fund Equity Innovation 5.48%
Janus Henderson Horizon Global Sustainable Equity Fund 5.29%
EdR Fund Big Data Grand Prix de la Finance 5.23%
Echiquier Global Tech 4.80%
Covéa Ruptures 4.20%
DNCA Invest Beyond Semperosa 4.14%
JPMorgan Funds - Global Dividend 3.95%
Russell Inv. World Equity Fund 3.50%
MS INVF Global Opportunity 3.37%
Echiquier World Equity Growth Grand Prix de la Finance 3.25%
BNP Paribas Aqua Grand Prix de la Finance 3.20%
Thematics Water 2.99%
CPR Invest Climate Action 2.96%
Palatine Amérique 2.92%
Sanso Smart Climate Grand Prix de la Finance 2.49%
Mirova Global Sustainable Equity 2.20%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 1.86%
Loomis Sayles U.S. Growth Equity 1.30%
Comgest Monde Grand Prix de la Finance 0.91%
Covéa Actions Monde 0.15%
FTGF Royce US Small Cap Opportunity Fund 0.07%
Pictet - Water Grand Prix de la Finance -0.51%
Ofi Invest Grandes Marques -0.58%
Claresco USA -0.59%
AXA WF Robotech -0.62%
CPR Global Disruptive Opportunities -0.66%
Pictet - Security -0.78%
Thematics Meta -1.68%
M&G (Lux) Global Dividend Fund -1.83%
EdR Fund Healthcare -2.24%
BNP Paribas US Small Cap -2.43%
JPMorgan Funds - America Equity -2.46%
ODDO BHF Global Equity Stars -2.80%
Franklin U.S. Opportunities Fund -3.08%
Athymis Millennial -3.90%
MS INVF Global Brands -9.32%
Franklin India Fund -12.02%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Agenda

3 Avril

11:00 - 14:00

Marseille

Esprit Partenaires Printemps 2023

Organisé par Rothschild & Co Asset Management

Les équipes commerciales et de gestion de Rothschild & Co Asset Management Europe ont le plaisir de vous inviter à la tournée printemps 2023 des Esprit Partenaires qui se tiendra le 3 avril 2023 autour d'un déjeuner-présentation de 11h00 à 14h00.

 

Au programme, notre stratégie d'investissement et un point de gestion sur une sélection de nos expertises phares : Valor, Gestion sous mandat et nos fonds obligataires dont ceux à échéance, présentés par nos gérants.

 

 

Pour vous inscrire, contactez votre interlocuteur habituel.

 

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 53.61%
Axiom European Banks Equity Grand Prix de la Finance 47.02%
Indépendance Europe Small Grand Prix de la Finance 40.75%
Tailor Actions Avenir ISR 31.60%
JPMorgan Euroland Dynamic 26.60%
IDE Dynamic Euro 26.07%
Moneta Multi Caps Grand Prix de la Finance 24.90%
Tocqueville Value Euro ISR 24.30%
Groupama Opportunities Europe 23.93%
Uzès WWW Perf 23.52%
BDL Convictions Grand Prix de la Finance 22.36%
Quadrige France Smallcaps 22.28%
Indépendance France Small & Mid Grand Prix de la Finance 21.99%
VALBOA Engagement ISR 18.09%
Tocqueville Euro Equity ISR 17.77%
Ecofi Smart Transition 17.42%
R-co 4Change Net Zero Equity Euro 17.24%
Covéa Perspectives Entreprises 16.20%
DNCA Invest Archer Mid-Cap Europe 16.19%
Sycomore Sélection Responsable 15.95%
Lazard Small Caps Euro 15.46%
Mandarine Premium Europe 15.19%
EdR SICAV Tricolore Convictions 14.88%
Groupama Avenir PME Europe 14.00%
Europe Income Family 13.32%
Mandarine Europe Microcap 13.22%
Sycomore Europe Happy @ Work 12.53%
Fidelity Europe 10.72%
Mirova Europe Environmental Equity 9.67%
Gay-Lussac Microcaps Europe 9.65%
ADS Venn Collective Alpha Europe 8.83%
Norden SRI 7.86%
Tocqueville Croissance Euro ISR 7.46%
Dorval Drivers Europe 7.44%
HMG Découvertes 7.43%
ELEVA Leaders Small & Mid Cap Europe 7.32%
Mandarine Unique 7.24%
VEGA France Opportunités ISR 7.16%
LFR Euro Développement Durable ISR 6.74%
VEGA Europe Convictions ISR 5.23%
Amplegest Pricing Power Grand Prix de la Finance 4.37%
CPR Croissance Dynamique 3.95%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.80%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -2.25%
Eiffel Nova Europe ISR -3.14%
DNCA Invest SRI Norden Europe -3.44%
ADS Venn Collective Alpha US -5.90%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.43%
Axiom Emerging Markets Corporate Bonds 6.48%
Axiom Obligataire Grand Prix de la Finance 6.21%
Carmignac Portfolio Credit 6.21%
IVO Global High Yield 6.11%
IVO EM Corporate Debt UCITS 5.57%
Lazard Credit Fi SRI 5.48%
Jupiter Dynamic Bond 5.44%
LO Fallen Angels 5.33%
Income Euro Sélection 4.99%
FTGF Brandywine Global Income Optimiser Fund 4.97%
EdR SICAV Financial Bonds 4.96%
IVO EM Corporate Debt Short Duration SRI 4.94%
DNCA Invest Credit Conviction 4.75%
Axiom Short Duration Bond 4.38%
Omnibond 4.37%
La Française Credit Innovation 4.33%
Schelcher Global Yield 2028 4.27%
Lazard Credit Opportunities 4.24%
Alken Fund Income Opportunities 4.06%
R-co Conviction Credit Euro 4.06%
EdR SICAV Short Duration Credit 3.85%
Ostrum SRI Crossover 3.83%
Tikehau European High Yield 3.77%
Tikehau 2029 3.74%
Ofi Invest High Yield 2029 3.71%
Ofi Invest Alpha Yield 3.64%
Hugau Obli 1-3 3.54%
Hugau Obli 3-5 3.51%
M All Weather Bonds 3.40%
Auris Investment Grade 3.36%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.26%
Tailor Crédit Rendement Cible 3.22%
La Française Rendement Global 2028 3.15%
EdR SICAV Millesima 2030 3.11%
Pluvalca Credit Opportunities 2028 3.04%
Auris Euro Rendement 2.99%
Tikehau 2027 2.97%
SLF (F) Opportunité High Yield 2028 2.94%
EdR Fund Bond Allocation 2.88%
Tailor Credit 2028 2.68%
Mandarine Credit Opportunities 2.50%
Eiffel Rendement 2028 2.15%
Epsilon Euro Bond 1.92%
LO Funds - Short-Term Money Market CHF 1.49%
Sanso Short Duration 1.39%
AXA IM FIIS US Short Duration High Yield -6.31%
Amundi Cash USD -7.61%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.27%