CAC 40 Perf Jour Perf Ytd
7743.26 -0.42% +4.91%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 39.00%
Aperture European Innovation 14.41%
Digital Stars Europe 13.08%
Jupiter Financial Innovation 11.98%
Sienna Actions Bas Carbone 11.87%
R-co Thematic Real Estate 10.29%
AXA Aedificandi 10.24%
Piquemal Houghton Global Equities 7.48%
GIS SRI Ageing Population 5.84%
Auris Gravity US Equity Fund 4.61%
DNCA Invest Beyond Semperosa 4.51%
Candriam Equities L Robotics & Innovative Technology 3.75%
Athymis Industrie 4.0 3.64%
FTGF ClearBridge Infrastructure Value 3.58%
Carmignac Investissement Grand Prix de la Finance 2.35%
MS INVF Global Opportunity 2.11%
HMG Globetrotter 2.09%
Janus Henderson Horizon Global Sustainable Equity Fund 1.37%
BNP Paribas Aqua Grand Prix de la Finance 0.76%
Square Megatrends Champions 0.75%
R-co Thematic Blockchain Global Equity 0.53%
Pictet - Digital 0.25%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.20%
EdR Fund Big Data Grand Prix de la Finance -0.23%
Mandarine Global Transition -0.46%
Sycomore Sustainable Tech -0.53%
Echiquier Artificial Intelligence Grand Prix de la Finance -0.54%
Candriam Equities L Oncology -0.84%
Fidelity Global Technology -0.99%
JPMorgan Funds - Global Dividend -1.24%
VIA Smart Equity World -1.48%
CPR Invest Climate Action -1.98%
Comgest Monde Grand Prix de la Finance -2.06%
Pictet - Water Grand Prix de la Finance -2.11%
Thematics Water -2.26%
Sienna Actions Internationales -2.42%
Mirova Global Sustainable Equity -2.52%
Pictet - Security -2.64%
Echiquier World Equity Growth Grand Prix de la Finance -3.05%
Sanso Smart Climate Grand Prix de la Finance -3.25%
M&G (Lux) Global Dividend Fund -3.45%
Groupama Global Active Equity -3.81%
Russell Inv. World Equity Fund -3.92%
ODDO BHF Artificial Intelligence -4.15%
MS INVF Global Brands -4.35%
Covéa Ruptures -4.70%
ODDO BHF Global Equity Stars -4.77%
Thematics Meta -4.84%
Pictet - Clean Energy Transition Grand Prix de la Finance -4.99%
Eurizon Fund Equity Innovation -5.25%
Covéa Actions Monde -5.35%
Tocqueville Global Tech ISR -5.73%
EdR Fund US Value -5.77%
Ofi Invest Grandes Marques -5.79%
Groupama Global Disruption -5.80%
JPMorgan Funds - Global Select Equity -6.00%
JPMorgan Funds - US Technology -6.24%
Franklin Technology Fund -6.28%
Thematics AI and Robotics -6.56%
Loomis Sayles U.S. Growth Equity -7.37%
BNP Paribas Funds Disruptive Technology -7.68%
EdR Fund Healthcare -8.02%
Franklin U.S. Opportunities Fund -8.15%
Athymis Millennial -8.76%
Franklin India Fund -8.88%
CPR Global Disruptive Opportunities -8.88%
JPMorgan Funds - America Equity -8.92%
BNP Paribas US Small Cap -10.50%
AXA WF Robotech -11.29%
Claresco USA -11.44%
FTGF Royce US Small Cap Opportunity Fund -13.93%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Un fonds à  1 sur l'échelle de risque SRRI qui performe à  +5,72% YTD…


http://files.h24finance.com/jpeg/dollar%20up.jpg

 

 

Axa Court Terme Dollar est une Sicav monétaire à +5,72% YTD avec un indicateur de risque / rendement à 1.

 

Par définition, en tant que conseiller financier, vous savez que le risque est bien supérieur.

 

Mais comment l'expliquer au client ?

 

Nous avons interrogé EOS Allocations qui nous a indiqué qu'avec le risque de change, il mettait systématiquement un tel fonds en risque 4 dans ses portefeuilles.

 

Pour en savoir plus sur Axa Court Terme Dollar, cliquez ici.

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 38.55%
Axiom European Banks Equity Grand Prix de la Finance 36.06%
Indépendance Europe Small Grand Prix de la Finance 29.73%
Tailor Actions Avenir ISR 24.16%
BDL Convictions Grand Prix de la Finance 19.25%
Indépendance France Small & Mid Grand Prix de la Finance 18.73%
VALBOA Engagement ISR 18.59%
Groupama Opportunities Europe 18.39%
Uzès WWW Perf 17.30%
Covéa Perspectives Entreprises 16.32%
Quadrige France Smallcaps 16.10%
DNCA Invest Archer Mid-Cap Europe 16.05%
Moneta Multi Caps Grand Prix de la Finance 15.40%
Richelieu Family 13.70%
Europe Income Family 13.34%
R-co 4Change Net Zero Equity Euro 12.99%
Tocqueville Euro Equity ISR 12.87%
Ecofi Smart Transition 12.49%
Mandarine Premium Europe 12.43%
EdR SICAV Tricolore Convictions 11.81%
Mandarine Europe Microcap 10.64%
Sycomore Europe Happy @ Work 9.96%
Fidelity Europe 9.84%
ADS Venn Collective Alpha Europe 9.15%
Dorval Drivers Europe 8.78%
Gay-Lussac Microcaps Europe 8.50%
Mandarine Unique 8.33%
Norden SRI 8.26%
Mirova Europe Environmental Equity 7.77%
ELEVA Leaders Small & Mid Cap Europe 7.53%
Palatine Europe Sustainable Employment 7.29%
Sycomore Europe Eco Solutions 7.26%
Lazard Small Caps France 7.14%
HMG Découvertes 7.04%
LFR Euro Développement Durable ISR 5.99%
Echiquier Positive Impact Europe 3.69%
VEGA France Opportunités ISR 3.66%
Amplegest Pricing Power Grand Prix de la Finance 3.46%
Tocqueville Croissance Euro ISR 3.44%
Eiffel Nova Europe ISR 2.78%
VEGA Europe Convictions ISR 2.18%
DNCA Invest SRI Norden Europe 2.17%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -0.29%
CPR Croissance Dynamique -2.98%
ADS Venn Collective Alpha US -9.64%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 22.66%
IVO Global High Yield 3.60%
Income Euro Sélection 3.59%
Axiom Obligataire Grand Prix de la Finance 3.31%
Carmignac Portfolio Credit 3.20%
Axiom Emerging Markets Corporate Bonds 2.94%
Omnibond 2.63%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.59%
Tikehau European High Yield 2.49%
Axiom Short Duration Bond 2.48%
SLF (LUX) Bond High Yield Opportunity 2026 2.43%
Schelcher Global Yield 2028 2.42%
DNCA Invest Credit Conviction 2.37%
La Française Credit Innovation 2.35%
IVO EM Corporate Debt Short Duration SRI 2.28%
Ostrum SRI Crossover 2.26%
Ofi Invest Alpha Yield 2.16%
Jupiter Dynamic Bond 2.14%
Auris Investment Grade 2.12%
Tikehau 2027 2.11%
Ofi Invest High Yield 2029 2.09%
La Française Rendement Global 2028 2.04%
Pluvalca Credit Opportunities 2028 2.00%
R-co Conviction Credit Euro 1.99%
Tikehau 2029 1.99%
Mandarine Credit Opportunities 1.97%
Alken Fund Income Opportunities 1.77%
Tailor Crédit Rendement Cible 1.77%
Auris Euro Rendement 1.65%
Tailor Credit 2028 1.54%
Eiffel Rendement 2028 1.54%
IVO EM Corporate Debt UCITS 1.47%
Epsilon Euro Bond 1.42%
Groupama Alpha Fixed Income Plus 1.38%
M All Weather Bonds 1.30%
FTGF Brandywine Global Income Optimiser Fund 1.28%
Richelieu Euro Credit Unconstrained 0.96%
Sanso Short Duration 0.71%
EdR Fund Bond Allocation 0.59%
Lazard Credit Opportunities -0.02%
LO Funds - Short-Term Money Market CHF -0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.08%
AXA IM FIIS US Short Duration High Yield -7.22%
Amundi Cash USD -8.06%