CAC 40	Perf Jour	Perf Ytd
7982.65	+0.02%	+8.16%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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H2O Moderato	21.40%
Moneta Long Short	20.07%
Ginjer Actifs 360	19.83%
GF Ambition Solidaire	19.54%
Clartan Valeurs	15.70%
BDL Rempart	13.75%
Claresco Allocation Flexible	12.38%
R-co Valor	12.35%
M&G (Lux) Dynamic Allocation Fund	10.94%
Carmignac Patrimoine	10.74%
AXA WF Global Optimal Income	9.58%
ELEVA Global Multi Opportunities	8.76%
R-co Valor Balanced	8.44%
ELEVA AR - Dynamic	8.35%
Dorval Convictions	8.31%
VEGA Patrimoine ISR	7.95%
Sienna Diversifié Flexible Monde	7.80%
Ruffer Total Return International	7.71%
First Eagle Amundi International Fund	7.31%
Mandarine Solution	7.03%
Eurose	6.86%
Ofi Invest ESG MultiTrack	6.82%
Russell Inv. MAGS	6.82%
GIS Global Multi Asset Income	6.63%
Auris Diversified Beta	6.41%
Elkano Global Fund	6.37%
Exane Ceres	5.85%
BNY Mellon Global Real Return Fund (EUR)	5.72%
Dorval Global Allocation	5.35%
Nova Dynamique	4.19%
Sycomore Next Generation	3.66%
VALBOA Exclusif	3.54%
Echiquier ARTY SRI	3.41%
Trusteam Optimum	2.94%
Tikehau International Cross Assets	2.89%
Tailor Allocation Defensive	2.57%
DNCA Invest Evolutif	2.41%
VEGA Euro Rendement ISR	2.12%
IDE Dynamic World Flexible	1.67%
Monocle Fund	0.33%
ACATIS Value Event	-0.29%
ODDO BHF Polaris Balanced	-1.93%
Mansartis Investissements ISR	-4.00%
Gay-Lussac Europe Flex	-4.82%

ACTIONS Perf. YTD

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CM-AM Global Gold	86.63%
Jupiter Financial Innovation	20.29%
Piquemal Houghton Global Equities	19.23%
GemEquity	19.13%
Aperture European Innovation	17.97%
Candriam Equities L Oncology	17.53%
Digital Stars Europe	16.27%
Carmignac Investissement	13.23%
Sienna Actions Bas Carbone	12.58%
HMG Globetrotter	12.45%
Candriam Equities L Robotics & Innovative Technology	12.22%
Echiquier Artificial Intelligence	11.30%
Auris Gravity US Equity Fund	9.99%
R-co Thematic Blockchain Global Equity	9.07%
Groupama Global Disruption	8.01%
Athymis Industrie 4.0	7.91%
FTGF ClearBridge Infrastructure Value	7.83%
AXA Aedificandi	7.46%
Sycomore Sustainable Tech	6.98%
Groupama Global Active Equity	6.88%
Square Megatrends Champions	6.57%
EdRS Global Resilience	5.69%
R-co Thematic Real Estate	5.61%
Fidelity Global Technology	4.89%
Pictet - Clean Energy Transition	4.51%
GIS Sycomore Ageing Population	4.34%
Sienna Actions Internationales	3.81%
BNP Paribas Funds Disruptive Technology	3.67%
EdR Fund Big Data	3.10%
Eurizon Fund Equity Innovation	2.93%
ODDO BHF Artificial Intelligence	1.96%
Franklin Technology Fund	1.69%
Russell Inv. World Equity Fund	1.51%
Echiquier World Equity Growth	1.51%
JPMorgan Funds - Global Dividend	1.47%
Mandarine Global Transition	0.91%
DNCA Invest Beyond Semperosa	0.90%
Thematics AI and Robotics	0.78%
CPR Invest Climate Action	0.27%
Pictet - Digital	0.20%
Covéa Ruptures	0.17%
Janus Henderson Horizon Global Sustainable Equity Fund	0.10%
Sanso Smart Climate	0.01%
Palatine Amérique	-0.06%
Mirova Global Sustainable Equity	-0.84%
M&G (Lux) Global Listed Infrastructure Fund	-1.08%
Thematics Water	-1.14%
EdR Fund Healthcare	-1.70%
Covéa Actions Monde	-1.74%
JPMorgan Funds - US Technology	-1.97%
Claresco USA	-2.12%
Comgest Monde	-2.21%
Echiquier Global Tech	-2.26%
Loomis Sayles U.S. Growth Equity	-3.08%
BNP Paribas Aqua	-3.17%
Ofi Invest Grandes Marques	-3.17%
M&G (Lux) Global Dividend Fund	-3.33%
JPMorgan Funds - America Equity	-4.33%
Pictet - Water	-4.59%
BNP Paribas US Small Cap	-5.95%
AXA WF Robotech	-6.02%
CPR Global Disruptive Opportunities	-6.09%
MS INVF Global Opportunity	-6.13%
Thematics Meta	-6.38%
FTGF Royce US Small Cap Opportunity Fund	-7.00%
ODDO BHF Global Equity Stars	-7.06%
Franklin U.S. Opportunities Fund	-7.56%
Athymis Millennial	-8.17%
Pictet - Security	-9.88%
Franklin India Fund	-12.75%
MS INVF Global Brands	-13.08%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Pictet TR - Atlas Titan	10.29%
Jupiter Merian Global Equity Absolute Return	10.15%
H2O Adagio	8.31%
RAM European Market Neutral Equities	7.86%
Fidelity Absolute Return Global Equity Fund	6.77%
M&G (Lux) Episode Macro Fund	6.54%
Syquant Capital - Helium Selection	6.43%
Sienna Performance Absolue Défensif	6.37%
Pictet TR - Atlas	5.58%
DNCA Invest Alpha Bonds	4.79%
Exane Pleiade	4.73%
Cigogne UCITS Credit Opportunities	4.30%
BNP Paribas Global Absolute Return Bond	4.27%
AXA WF Euro Credit Total Return	3.56%
Candriam Bonds Credit Alpha	2.27%
Candriam Absolute Return Equity Market Neutral	1.07%

Une rumeur persistante dans le monde des CGP...

Depuis quelques semaines, le petit monde de la distribution bruisse...

Difficile de ne rien dire vu la personalité des acteurs.

"Mais on parle de quoi ?"

Une "association" entre Witam MFO (dirigé par Benoist Lombard), Financière du Capitole (dirigé par Jean-Luc Delsol), Venice (dirigé par Jean-Christophe Antkowiak), Cofige (dirigé par Claude Aumeunier)...

Bref, quelques hauts personnages du métier qui pourraient se mettre "réellement" ensemble pour intéresser un acteur du Private Equity type Apax et/ou Sagard.

Cet ensemble qui totaliserait un encours d'environ 1,5 milliard € serait le début d'une nouvelle consolidation...

A suivre...

Publié le mercredi 12 mai 2021

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	50.94%
Alken Fund Small Cap Europe	47.86%
Indépendance Europe Small	37.43%
Tailor Actions Avenir ISR	28.22%
Tocqueville Value Euro ISR	25.24%
JPMorgan Euroland Dynamic	23.31%
Groupama Opportunities Europe	21.40%
Moneta Multi Caps	20.80%
Uzès WWW Perf	19.38%
IDE Dynamic Euro	18.89%
BDL Convictions	17.69%
Indépendance France Small & Mid	15.49%
Quadrige France Smallcaps	14.81%
Tocqueville Euro Equity ISR	14.49%
Ecofi Smart Transition	14.21%
R-co 4Change Net Zero Equity Euro	13.15%
VALBOA Engagement ISR	12.65%
Tikehau European Sovereignty	12.61%
DNCA Invest Archer Mid-Cap Europe	11.68%
Sycomore Sélection Responsable	11.20%
Mandarine Premium Europe	11.19%
Covéa Perspectives Entreprises	10.41%
EdR SICAV Tricolore Convictions	10.32%
Lazard Small Caps Euro	9.59%
Sycomore Europe Happy @ Work	9.52%
Europe Income Family	8.23%
Mandarine Europe Microcap	7.40%
Fidelity Europe	7.03%
Groupama Avenir PME Europe	6.71%
Gay-Lussac Microcaps Europe	6.37%
HMG Découvertes	5.95%
ADS Venn Collective Alpha Europe	5.84%
Mirova Europe Environmental Equity	5.80%
Norden SRI	3.31%
ELEVA Leaders Small & Mid Cap Europe	3.21%
Tocqueville Croissance Euro ISR	3.12%
VEGA France Opportunités ISR	2.73%
Mandarine Unique	2.51%
CPR Croissance Dynamique	2.13%
Dorval Drivers Europe	1.98%
VEGA Europe Convictions ISR	1.02%
LFR Euro Développement Durable ISR	0.80%
Echiquier Agenor SRI Mid Cap Europe	-0.21%
Amplegest Pricing Power	-0.51%
Eiffel Nova Europe ISR	-6.82%
Echiquier Major SRI Growth Europe	-7.11%
DNCA Invest SRI Norden Europe	-9.04%
ADS Venn Collective Alpha US	-10.33%

ARTICLE 9 Perf. YTD

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R-co 4Change Net Zero Equity Euro	13.15%
Dorval European Climate Initiative	9.84%
EdR SICAV Euro Sustainable Equity	9.23%
BDL Transitions Megatrends	7.32%
Palatine Europe Sustainable Employment	6.70%
La Française Credit Innovation	4.11%
Aesculape SRI	2.58%
DNCA Invest Beyond Semperosa	0.90%
Triodos Impact Mixed	-0.23%
Triodos Global Equities Impact	-2.29%
Triodos Future Generations	-3.63%
Echiquier Positive Impact Europe	-4.94%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	29.02%
Axiom Emerging Markets Corporate Bonds	7.07%
IVO Global High Yield	6.48%
IVO EM Corporate Debt UCITS	6.16%
Carmignac Portfolio Credit	6.11%
Axiom Obligataire	5.92%
Lazard Credit Fi SRI	5.35%
IVO EM Corporate Debt Short Duration SRI	5.32%
LO Fallen Angels	5.26%
Income Euro Sélection	5.09%
Omnibond	5.01%
FTGF Brandywine Global Income Optimiser Fund	4.99%
Lazard Credit Opportunities	4.84%
Jupiter Dynamic Bond	4.81%
EdR SICAV Financial Bonds	4.81%
Schelcher Global Yield 2028	4.51%
Axiom Short Duration Bond	4.42%
DNCA Invest Credit Conviction	4.16%
La Française Credit Innovation	4.11%
Tikehau European High Yield	3.91%
EdR SICAV Short Duration Credit	3.89%
Ofi Invest High Yield 2029	3.80%
Ostrum SRI Crossover	3.79%
R-co Conviction Credit Euro	3.71%
Hugau Obli 1-3	3.58%
Auris Investment Grade	3.43%
Hugau Obli 3-5	3.41%
Ofi Invest Alpha Yield	3.39%
Tikehau 2029	3.38%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.37%
La Française Rendement Global 2028	3.28%
Tikehau 2027	3.27%
Alken Fund Income Opportunities	3.24%
Pluvalca Credit Opportunities 2028	3.23%
EdR SICAV Millesima 2030	2.97%
Tailor Crédit Rendement Cible	2.90%
Auris Euro Rendement	2.80%
M All Weather Bonds	2.70%
SLF (F) Opportunité High Yield 2028	2.66%
Tailor Credit 2028	2.63%
EdR Fund Bond Allocation	2.62%
Eiffel Rendement 2028	2.44%
Mandarine Credit Opportunities	2.12%
Sanso Short Duration	1.44%
Epsilon Euro Bond	0.93%
LO Funds - Short-Term Money Market CHF	0.78%
AXA IM FIIS US Short Duration High Yield	-5.14%
Amundi Cash USD	-6.41%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.50%

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