Perf. YTD

Diversifiés/Flexibles

• 11.17% PIMCO GIS Dynamic Multi-Asset Fund
• 8.12% Carmignac Portfolio Emerging Patrimoine
• 7.96% Carmignac Portfolio Patrimoine Europe
• 6.77% OFI RS MultiTrack
• 6.72% BGF ESG Multi-Asset
• 6.27% JPM Global Macro Opportunities
• 6.26% Carmignac Patrimoine
• 5.20% NN (L) Patrimonial Balanced European Sustainable
• 4.99% Mansartis Investissements ISR
• 2.67% ACATIS GANÉ Value Event
• 2.57% GF Fidélité
• 2.33% Covéa Flexible ISR
• 1.95% BNY Mellon Global Real Return Fund (EUR)
• 1.59% Vivienne Ouessant
• 1.00% Pictet Multi Asset Global Opportunities
• 0.44% Threadneedle Euro Dynamic Real Return
• 0.40% VEGA Euro Rendement
• 0.34% Invest Latitude Patrimoine
• 0.29% Richelieu Harmonies
• 0.22% Russell MAGS
• -0.24% Lombard Odier Funds-All Roads
• -0.44% Ethna-Dynamisch
• -0.48% Echiquier ARTY
• -0.62% DNCA Evolutif
• -0.74% R-co Valor Balanced
• -0.89% LFIS Vision UCITS Perspective Strategy
• -1.13% CPR Croissance Réactive
• -1.20% Dorval Global Convictions
• -1.35% SLF (F) Multi Asset Moderate
• -1.51% Sanso Convictions
• -1.71% Haas Epargne Patrimoine
• -1.83% Tikehau Income Cross Assets
• -1.99% Nordea 1 - Stable Return
• -2.09% Ethna-Aktiv
• -2.11% R-co Valor
• -2.19% Lazard Patrimoine
• -2.26% Trusteam Optimum
• -2.75% ODDO BHF Exklusiv : Polaris Balanced
• -2.83% Fidelity Global Multi Asset Income Fund
• -3.33% Invest Latitude Equilibre
• -3.34% AXA WF Global Optimal Income
• -4.07% JPMorgan Global Income
• -4.13% AXA WF Optimal Income
• -4.50% Amilton Solution
• -5.08% Sycomore Allocation Patrimoine
• -5.52% Haas Epargne Réactif
• -5.98% Jupiter Flexible Income
• -6.17% VEGA Patrimoine
• -6.19% BBM V-Flex
• -6.24% BNP Paribas Target Risk Balanced
• -6.25% M&G (Lux) Conservative Allocation
• -6.41% EdR Fund Income Europe
• -6.66% Clartan Patrimoine
• -7.56% M&G (Lux) Dynamic Allocation
• -7.64% First Eagle Amundi International Fund
• -7.81% Moneta Long Short
• -7.86% Sextant Grand Large
• -8.94% Eurose
• -9.31% Dorval Convictions
• -10.09% Mandarine Multi-Assets
• -11.60% Fidelity Patrimoine
• -11.83% Wise 5
• -11.84% Otea 1
• -14.84% R-co Conviction Club
• -22.45% Clartan Valeurs

Perf. YTD

OPCVM Actions

• 66.09% Echiquier World Next Leaders
• 56.21% Echiquier Artificial Intelligence
• 55.11% BGF World Technology
• 50.90% MS Investment Funds - US Advantage
• 39.73% Franklin Technology
• 37.23% AXA WF Framlington Digital Economy
• 29.40% MainFirst Global Equities Fund
• 27.76% BGF Sustainable Energy
• 27.32% Russell Investments China Equity
• 27.09% CM-CIC Global Gold
• 26.48% CPR Global Disruptive Opportunities
• 25.34% BNP Paribas Funds Disruptive Technology
• 21.55% Candriam Equities L Oncology Impact
• 21.32% Lombard Odier Funds-World Brands
• 20.73% AXA WF Framlington Robotech
• 20.29% Thematics AI and Robotics
• 19.63% Thematics Safety
• 19.52% BNY Mellon Mobility Innovation Fund
• 14.90% Thematics Meta
• 14.83% Threadneedle GL Smaller Companies
• 14.34% Pictet Digital
• 14.29% Pictet Biotech
• 13.23% Athymis Millennial
• 12.39% Pictet GL Environmental Opportunities
• 11.88% DNCA Invest Beyond Global Leaders
• 10.81% GemEquity
• 10.25% Mirova Global Sustainable Equity
• 9.24% JPMorgan Global Healthcare
• 8.84% CM-CIC Global Leaders
• 8.27% Threadneedle (Lux) American Fund
• 8.19% Echiquier World Equity Growth
• 8.09% OFI Invest US Equity
• 6.66% Pictet Security
• 6.49% Pictet Global Megatrend Selection
• 6.05% NN (L) Global Equity Impact Opportunities
• 6.05% Comgest Monde
• 5.73% Jupiter Financial Innovation
• 5.30% Templeton Asian Growth
• 4.91% BNP Paribas Health Care Innovators
• 4.50% MS INVF Global Sustain
• 4.25% M&G (Lux) Positive Impact Fund
• 3.59% DNCA Invest Beyond Semperosa
• 2.98% La Française Inflection Point Carbon Impact Global
• 2.33% Lombard Odier Funds-Golden Age
• 2.25% Templeton Global Climate Change
• 1.91% Pictet Water
• 1.63% EdR Fund Healthcare
• 0.88% Aviva Grandes Marques ISR
• 0.63% Fidelity World
• 0.33% Mandarine Global Microcap
• -0.50% Thematics Water
• -0.55% BNP Paribas Aqua
• -0.87% Trusteam ROC
• -0.91% Covéa Actions Europe Opportunités
• -1.64% Lazard Actions Américaines
• -3.58% Fidelity Sustainable Water & Waste
• -3.94% JPM Emerging Markets Small Cap
• -3.94% EdR Fund Big Data
• -4.40% Russell Investments World Equity Fund
• -4.83% CM-CIC Pierre
• -5.48% AXA Europe Small Cap
• -9.98% M&G (Lux) Global Listed Infrastructure Fund
• -10.34% CPR Silver Age
• -16.02% Generali France Future Leaders
• -20.99% Axiom Equity

Perf. YTD

OPCVM Absolute Return

• 9.91% Candriam Absolute Return Equity Market Neutral
• 6.72% Kirao Multicaps Alpha
• 6.67% Nordea 1 - Alpha 10 MA Fund
• 5.78% Threadneedle Pan European Absolute Alpha
• -0.10% G Fund - Alpha Fixed Income
• -2.55% H2O Largo
• -3.26% La Française Multistratégies Oblig
• -3.55% Sycomore L/S Opportunities
• -10.34% LFIS Vision UCITS Premia

Mentions légales

Perf. YTD

OPCVM PEA

• 21.16% DNCA Invest Norden Europe
• 13.62% Sextant PME
• 13.14% Erasmus Small Cap Euro
• 11.81% Pluvalca Disruptive Opportunities
• 11.08% Montségur Croissance
• 10.80% Mirova Europe Environmental Equity
• 9.83% Groupama Avenir Euro
• 9.47% Candriam EQ L Europe Innovation
• 8.64% Sycomore Eco Solutions
• 8.61% ELEVA Leaders Small & Mid Cap Europe
• 8.07% Echiquier Positive Impact Europe
• 7.94% ODDO BHF Active Small Cap
• 7.84% Echiquier Agenor SRI Mid Cap Europe
• 6.81% Richelieu Family Small Cap
• 6.37% R-co Thematic Silver Plus
• 6.18% Raymond James Europe Plus
• 5.91% Norden
• 5.87% G Fund - Avenir Small Cap Euro
• 5.15% DNCA Invest Archer Mid-Cap Europe
• 4.21% Amilton Premium Europe
• 3.90% Quadrator
• 3.44% Tocqueville Megatrends ISR
• 2.92% Covéa Terra
• 2.80% OFI RS Equity Climate Change
• 2.61% Sycomore Happy @ Work
• 2.34% Mandarine Active
• 2.05% Richelieu CityZen
• 1.66% Mandarine Europe Microcap
• 0.79% CPR Croissance Dynamique
• 0.45% Echiquier Major SRI Growth Europe
• -0.34% Haas Actions Croissance
• -0.81% AXA IM Euro Sélection
• -0.87% ODDO BHF Avenir Europe
• -1.21% Tocqueville Ulysse
• -1.97% Mandarine Unique
• -2.11% Quadrige Multicaps Europe
• -2.24% Sycomore Shared Growth
• -2.36% Richelieu Pragma Europe
• -2.46% Seven European Equity Fund
• -3.49% EdR SICAV Euro Sustainable Growth
• -4.37% Erasmus Mid Cap Euro
• -4.60% Amplegest Pricing Power
• -5.78% Athymis Millennial Europe
• -7.42% Indépendance et Expansion France Small
• -7.45% Portzamparc Entrepreneurs
• -7.68% Kirao Multicaps
• -7.99% Fidelity Europe
• -8.32% VEGA France Opportunités
• -8.80% FCP Mon PEA
• -10.25% GIS SRI Ageing Population
• -10.95% Moneta Multi Caps
• -13.09% Sycomore Francecap
• -14.36% MainFirst Germany Fund
• -15.71% Dorval Manageurs Smid cap Euro
• -16.54% Fourpoints Euro Global Leaders
• -19.21% BDL Convictions
• -19.27% EdR SICAV Tricolore Rendement
• -20.47% Dorval Manageurs
• -20.67% Montségur Dividendes
• -21.51% Dorval Manageurs Europe

Perf. YTD

OPCVM Obligations Convertibles

• 25.32% Franklin GL Convertible Securities
• 15.18% Lazard Convertible Global
• 0.10% M Convertibles

Perf. YTD

OPCVM Obligations

• 4.35% Franklin European Total Return
• 4.15% Jupiter Dynamic Bond
• 3.73% Mirova Global Green Bond
• 3.19% M&G (Lux) Global Macro Bond Fund
• 2.32% EdR Fund Bond Allocation
• 2.07% Carmignac Unconstrained GL Bond
• 0.99% Axiom Obligataire
• 0.93% PIMCO GIS Diversified Income
• 0.75% Axiom Optimal Fix
• -0.24% Candriam Patrimoine Obli-Inter
• -1.85% Russell Inv Unconstrained Bond
• -1.90% Sextant Bond Picking
• -2.84% Tikehau 2022
• -3.74% M&G (Lux) Emerging Markets Bond Fund
• -4.53% AXA Court Terme Dollar
• -4.67% Salamandre Euro Rendement
• -6.59% Sanso Objectif Durable 2024
• -6.72% La Française Rendement GL 2025
• -8.71% SLF Opportunité High Yield 2023
• -12.11% IVO Fixed Income
• -13.93% Templeton Global Total Return