CAC 40 Perf Jour Perf Ytd
8056.63 +1.13% +9.16%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 88.06%
R-co Thematic Blockchain Global Equity 25.77%
Jupiter Financial Innovation 25.47%
Aperture European Innovation 19.34%
Piquemal Houghton Global Equities 18.59%
Digital Stars Europe 18.12%
Candriam Equities L Robotics & Innovative Technology 16.18%
Tikehau European Sovereignty 15.52%
Auris Gravity US Equity Fund 15.47%
Sienna Actions Bas Carbone 13.98%
Echiquier Artificial Intelligence Grand Prix de la Finance 11.97%
Carmignac Investissement Grand Prix de la Finance 11.52%
Athymis Industrie 4.0 11.37%
AXA Aedificandi 9.79%
Sycomore Sustainable Tech 9.47%
R-co Thematic Real Estate 8.87%
Square Megatrends Champions 7.87%
HMG Globetrotter 7.42%
Fidelity Global Technology 7.31%
Franklin Technology Fund 6.41%
Groupama Global Disruption 5.96%
Groupama Global Active Equity 5.61%
Pictet - Clean Energy Transition Grand Prix de la Finance 5.22%
Candriam Equities L Oncology 5.12%
FTGF ClearBridge Infrastructure Value 4.94%
Janus Henderson Horizon Global Sustainable Equity Fund 4.73%
JPMorgan Funds - US Technology 4.70%
BNP Paribas Funds Disruptive Technology 4.69%
Sienna Actions Internationales 4.58%
EdR Fund Big Data Grand Prix de la Finance 4.06%
Pictet - Digital 4.01%
ODDO BHF Artificial Intelligence 3.70%
GIS Sycomore Ageing Population 3.28%
Mandarine Global Transition 3.04%
Eurizon Fund Equity Innovation 2.66%
Thematics AI and Robotics 2.34%
CPR Invest Climate Action 2.26%
DNCA Invest Beyond Semperosa 2.25%
Russell Inv. World Equity Fund 2.14%
Palatine Amérique 2.12%
JPMorgan Funds - Global Dividend 1.98%
Covéa Ruptures 1.62%
MS INVF Global Opportunity 1.52%
Echiquier World Equity Growth Grand Prix de la Finance 1.31%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 1.22%
BNP Paribas Aqua Grand Prix de la Finance 0.95%
Sanso Smart Climate Grand Prix de la Finance 0.95%
Echiquier Global Tech 0.79%
Loomis Sayles U.S. Growth Equity -0.34%
Thematics Water -0.83%
Mirova Global Sustainable Equity -1.04%
M&G (Lux) Global Dividend Fund -1.57%
Comgest Monde Grand Prix de la Finance -1.97%
Claresco USA -1.99%
Covéa Actions Monde -2.03%
FTGF Royce US Small Cap Opportunity Fund -2.66%
Ofi Invest Grandes Marques -2.85%
Pictet - Water Grand Prix de la Finance -3.31%
EdR Fund Healthcare -3.58%
Pictet - Security -3.59%
Franklin U.S. Opportunities Fund -4.06%
AXA WF Robotech -4.66%
CPR Global Disruptive Opportunities -4.72%
JPMorgan Funds - America Equity -4.74%
BNP Paribas US Small Cap -5.26%
Thematics Meta -5.37%
ODDO BHF Global Equity Stars -5.43%
Athymis Millennial -5.59%
EdR Fund US Value -6.00%
MS INVF Global Brands -9.70%
Franklin India Fund -15.92%
PERFORMANCE ABSOLUE Perf. YTD
SRI

La composition du portefeuille idéal qui performe depuis le 1er Janvier...


http://files.h24finance.com/jpeg/Allocation%202.jpg

 

 

Données Morningstar au 03/06/2019

 

 

Fonds Diversifiés/Flexibles :


  • R-co Valor : +14,72% YTD
  • ODDO BHF Polaris Balanced : +10,50% YTD
  • Lazard Patrimoine Croissance : +10,15% YTD
  • Otea 1 : +9,94% YTD
  • Fidelity Global Multi Asset Income Fund : +9,57% YTD

 



Fonds PEA :

 

  • Echiquier Agenor Mid Cap Europe : +20,04% YTD
  • Mandarine Unique : +16,48% YTD
  • Quadrige Europe Midcaps : +16,19% YTD
  • Fidelity Europe : +15,97% YTD
  • Amplegest Pricing Power : +15,65% YTD

 



Fonds Actions :


  • CPR Global Disruptive Opportunities : +22,74% YTD
  • Franklin US Opportunities : +20,60% YTD
  • Pictet Global Environmental Opportunities : +19,82% YTD
  • Threadneedle Global Smaller Companies : +17,91% YTD
  • Russell Investments China Equity : +17,67% YTD

 



Fonds Obligations :


  • H2O Multibonds : +14,59% YTD
  • Fidelity Emerging Market Total Return : +7,81% YTD
  • M&G (Lux) Global Macro Bond Fund : +6,34% YTD
  • Tikehau 2022 : +5,83% YTD
  • M&G (Lux) Emerging Markets Bond Fund : +5,72% YTD

 



Fonds Obligations Convertibles :


  • Franklin Global Convertible Securities : +10,57% YTD

 

 

Fonds Absolute Return :


  • Threadneedle Pan European Absolute Alpha : +15,64% YTD
  • Lombard Odier Funds-Fundamental Equity Long/Short : +5,78% YTD
  • Alken Fund Absolute Return Europe : +3,47% YTD

 

 

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 57.86%
Axiom European Banks Equity Grand Prix de la Finance 47.71%
Indépendance Europe Small Grand Prix de la Finance 39.42%
Tailor Actions Avenir ISR 33.63%
IDE Dynamic Euro 25.35%
Tocqueville Value Euro ISR 24.99%
JPMorgan Euroland Dynamic 24.78%
Uzès WWW Perf 24.76%
Groupama Opportunities Europe 23.44%
Moneta Multi Caps Grand Prix de la Finance 22.15%
Quadrige France Smallcaps 21.60%
Indépendance France Small & Mid Grand Prix de la Finance 21.46%
BDL Convictions Grand Prix de la Finance 19.87%
VALBOA Engagement ISR 18.25%
R-co 4Change Net Zero Equity Euro 16.83%
DNCA Invest Archer Mid-Cap Europe 16.43%
Tocqueville Euro Equity ISR 15.93%
Ecofi Smart Transition 15.87%
Mandarine Premium Europe 15.24%
Lazard Small Caps Euro 14.22%
Covéa Perspectives Entreprises 14.16%
Sycomore Sélection Responsable 14.09%
Europe Income Family 13.11%
EdR SICAV Tricolore Convictions 12.59%
Mandarine Europe Microcap 12.34%
Groupama Avenir PME Europe 11.42%
Sycomore Europe Happy @ Work 11.13%
Fidelity Europe 8.95%
Mirova Europe Environmental Equity 8.84%
Gay-Lussac Microcaps Europe 7.63%
ADS Venn Collective Alpha Europe 7.46%
HMG Découvertes 6.04%
Dorval Drivers Europe 5.67%
ELEVA Leaders Small & Mid Cap Europe 5.60%
Mandarine Unique 5.14%
Tocqueville Croissance Euro ISR 4.95%
Norden SRI 4.58%
LFR Euro Développement Durable ISR 4.27%
Amplegest Pricing Power Grand Prix de la Finance 3.85%
VEGA France Opportunités ISR 3.81%
CPR Croissance Dynamique 3.16%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.95%
VEGA Europe Convictions ISR 1.55%
DNCA Invest SRI Norden Europe -4.54%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.61%
Eiffel Nova Europe ISR -4.86%
ADS Venn Collective Alpha US -6.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.85%
IVO Global High Yield 6.55%
Axiom Emerging Markets Corporate Bonds 6.29%
Carmignac Portfolio Credit 6.08%
IVO EM Corporate Debt UCITS 5.92%
Axiom Obligataire Grand Prix de la Finance 5.53%
LO Fallen Angels 5.53%
FTGF Brandywine Global Income Optimiser Fund 5.05%
Lazard Credit Fi SRI 5.00%
Income Euro Sélection 4.96%
IVO EM Corporate Debt Short Duration SRI 4.91%
EdR SICAV Financial Bonds 4.69%
Omnibond 4.58%
Schelcher Global Yield 2028 4.52%
Jupiter Dynamic Bond 4.46%
La Française Credit Innovation 4.13%
Lazard Credit Opportunities SRI 4.09%
Tikehau European High Yield 4.04%
DNCA Invest Credit Conviction 3.75%
EdR SICAV Short Duration Credit 3.71%
Alken Fund Income Opportunities 3.69%
Axiom Short Duration Bond 3.64%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.62%
Ofi Invest High Yield 2029 3.60%
EdR SICAV Millesima 2030 3.58%
R-co Conviction Credit Euro 3.53%
Ostrum SRI Crossover 3.52%
SLF (F) Opportunité High Yield 2028 3.44%
Tikehau 2029 3.33%
La Française Rendement Global 2028 3.25%
Ofi Invest Alpha Yield 3.23%
Hugau Obli 1-3 3.22%
Pluvalca Credit Opportunities 2028 3.13%
Hugau Obli 3-5 3.07%
Auris Investment Grade 3.06%
Tikehau 2027 2.99%
Tailor Credit 2028 2.92%
Tailor Crédit Rendement Cible 2.85%
Auris Euro Rendement 2.81%
M All Weather Bonds 2.71%
Eiffel Rendement 2028 2.69%
Mandarine Credit Opportunities 2.54%
EdR Fund Bond Allocation 2.11%
Sanso Short Duration 1.32%
Epsilon Euro Bond 0.51%
LO Funds - Short-Term Money Market CHF 0.16%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.61%
AXA IM FIIS US Short Duration High Yield -7.48%
Amundi Cash USD -8.87%