CAC 40	Perf Jour	Perf Ytd
8174.2	-0.18%	+10.75%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	23.83%
Moneta Long Short	20.05%
Ginjer Actifs 360	18.93%
H2O Moderato	18.91%
BDL Rempart	16.19%
Clartan Valeurs	16.10%
R-co Valor	15.21%
Claresco Allocation Flexible	14.41%
AXA WF Global Optimal Income	12.34%
ELEVA Global Multi Opportunities	11.83%
Carmignac Patrimoine	11.13%
Dorval Convictions	10.73%
M&G (Lux) Dynamic Allocation Fund	10.50%
R-co Valor Balanced	9.92%
VEGA Patrimoine ISR	9.75%
Ruffer Total Return International	8.84%
Sienna Diversifié Flexible Monde	8.61%
ELEVA AR - Dynamic	8.53%
Exane Ceres	8.34%
First Eagle Amundi International Fund	8.30%
Russell Inv. MAGS	7.83%
Eurose	7.71%
Ofi Invest ESG MultiTrack	7.68%
Mandarine Solution	7.59%
Auris Diversified Beta	7.28%
GIS Global Multi Asset Income	7.27%
BNY Mellon Global Real Return Fund (EUR)	7.05%
Elkano Global Fund	6.66%
Dorval Global Allocation	6.17%
VALBOA Exclusif	5.12%
DNCA Invest Evolutif	5.10%
Nova Dynamique	4.96%
Sycomore Next Generation	4.54%
Echiquier ARTY SRI	4.53%
Monocle Fund	4.13%
Trusteam Optimum	3.69%
Tikehau International Cross Assets	3.53%
IDE Dynamic World Flexible	3.38%
Tailor Allocation Defensive	3.32%
VEGA Euro Rendement ISR	3.25%
ACATIS Value Event	0.46%
ODDO BHF Polaris Balanced	-0.07%
Mansartis Investissements ISR	-2.21%
Gay-Lussac Europe Flex	-2.46%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	108.56%
R-co Thematic Blockchain Global Equity	30.70%
Aperture European Innovation	20.15%
Jupiter Financial Innovation	19.76%
Digital Stars Europe	19.20%
Piquemal Houghton Global Equities	18.53%
GemEquity	18.46%
Candriam Equities L Robotics & Innovative Technology	18.15%
Tikehau European Sovereignty	17.73%
Sienna Actions Bas Carbone	15.83%
Echiquier Artificial Intelligence	14.48%
Auris Gravity US Equity Fund	13.30%
Carmignac Investissement	13.14%
Sycomore Sustainable Tech	12.86%
AXA Aedificandi	11.88%
Athymis Industrie 4.0	11.63%
HMG Globetrotter	10.20%
R-co Thematic Real Estate	10.10%
EdRS Global Resilience	9.15%
Pictet - Clean Energy Transition	8.84%
Fidelity Global Technology	8.47%
FTGF ClearBridge Infrastructure Value	8.27%
Square Megatrends Champions	7.89%
Groupama Global Disruption	7.44%
Groupama Global Active Equity	7.38%
BNP Paribas Funds Disruptive Technology	7.32%
Franklin Technology Fund	7.24%
Candriam Equities L Oncology	5.92%
GIS Sycomore Ageing Population	5.72%
JPMorgan Funds - US Technology	5.24%
Thematics AI and Robotics	5.00%
Mandarine Global Transition	4.83%
Pictet - Digital	4.70%
ODDO BHF Artificial Intelligence	4.52%
Sienna Actions Internationales	4.51%
Eurizon Fund Equity Innovation	4.35%
EdR Fund Big Data	4.03%
DNCA Invest Beyond Semperosa	2.92%
Covéa Ruptures	2.91%
Echiquier Global Tech	2.87%
Janus Henderson Horizon Global Sustainable Equity Fund	2.85%
JPMorgan Funds - Global Dividend	2.14%
Russell Inv. World Equity Fund	2.14%
Palatine Amérique	1.97%
CPR Invest Climate Action	1.81%
BNP Paribas Aqua	1.73%
MS INVF Global Opportunity	1.18%
M&G (Lux) Global Listed Infrastructure Fund	0.93%
Sanso Smart Climate	0.93%
Thematics Water	0.56%
Echiquier World Equity Growth	0.43%
Mirova Global Sustainable Equity	-0.32%
Loomis Sayles U.S. Growth Equity	-0.34%
Comgest Monde	-1.12%
Covéa Actions Monde	-1.47%
Ofi Invest Grandes Marques	-1.96%
Claresco USA	-2.17%
Pictet - Water	-2.78%
CPR Global Disruptive Opportunities	-2.81%
EdR Fund Healthcare	-3.27%
FTGF Royce US Small Cap Opportunity Fund	-3.58%
Pictet - Security	-3.69%
AXA WF Robotech	-3.77%
JPMorgan Funds - America Equity	-4.28%
Thematics Meta	-4.29%
M&G (Lux) Global Dividend Fund	-4.33%
BNP Paribas US Small Cap	-4.44%
ODDO BHF Global Equity Stars	-4.80%
Franklin U.S. Opportunities Fund	-4.86%
Athymis Millennial	-5.22%
MS INVF Global Brands	-10.94%
Franklin India Fund	-12.17%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	10.06%
H2O Adagio	7.97%
Sienna Performance Absolue Défensif	7.27%
Jupiter Merian Global Equity Absolute Return	7.03%
M&G (Lux) Episode Macro Fund	6.76%
RAM European Market Neutral Equities	6.59%
Syquant Capital - Helium Selection	6.36%
BNP Paribas Global Absolute Return Bond	6.01%
Pictet TR - Atlas	5.45%
Fidelity Absolute Return Global Equity Fund	5.17%
Exane Pleiade	4.85%
DNCA Invest Alpha Bonds	4.79%
Cigogne UCITS Credit Opportunities	4.16%
AXA WF Euro Credit Total Return	3.99%
Candriam Bonds Credit Alpha	2.03%
Candriam Absolute Return Equity Market Neutral	0.49%

On a retrouvé 3 ex du groupe Cyrus devenus indépendants…

Invest AM était la société de gestion du groupe Cyrus. Elle a fusionné l'année dernière avec Amplegest.

Gilles Etcheberrigaray et Ionel Sbiera ont géré avec succès la gamme Invest Latitude entre 2011 et 2022. Ils avaient auparavant travaillé ensemble chez Franklin Templeton Investment.

D'après nos informations, les deux gérants devraient s'associer avec Constantin Paoli (ex Directeur du Développement d'Invest AM) pour un nouveau projet entrepreneurial qui devrait voir le jour très rapidement.

En toute indépendance...

A suivre...

Publié le lundi 24 avril 2023

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	54.70%
Axiom European Banks Equity	47.60%
Indépendance Europe Small	40.73%
Tailor Actions Avenir ISR	32.72%
Tocqueville Value Euro ISR	25.07%
Moneta Multi Caps	24.92%
JPMorgan Euroland Dynamic	24.77%
IDE Dynamic Euro	24.71%
Groupama Opportunities Europe	23.52%
Uzès WWW Perf	22.89%
BDL Convictions	21.38%
Indépendance France Small & Mid	21.32%
Quadrige France Smallcaps	19.15%
R-co 4Change Net Zero Equity Euro	18.02%
Ecofi Smart Transition	17.41%
Tocqueville Euro Equity ISR	17.26%
VALBOA Engagement ISR	16.23%
Sycomore Sélection Responsable	15.63%
DNCA Invest Archer Mid-Cap Europe	14.93%
EdR SICAV Tricolore Convictions	14.62%
Mandarine Premium Europe	14.25%
Lazard Small Caps Euro	13.93%
Covéa Perspectives Entreprises	13.37%
Europe Income Family	12.84%
Mandarine Europe Microcap	12.72%
Sycomore Europe Happy @ Work	12.33%
Groupama Avenir PME Europe	11.53%
Mirova Europe Environmental Equity	10.60%
Fidelity Europe	10.13%
ADS Venn Collective Alpha Europe	8.86%
Gay-Lussac Microcaps Europe	8.37%
Dorval Drivers Europe	7.10%
Tocqueville Croissance Euro ISR	6.65%
Norden SRI	6.53%
ELEVA Leaders Small & Mid Cap Europe	6.42%
VEGA France Opportunités ISR	6.15%
LFR Euro Développement Durable ISR	5.84%
Mandarine Unique	5.43%
HMG Découvertes	5.38%
Amplegest Pricing Power	4.09%
VEGA Europe Convictions ISR	3.73%
Echiquier Agenor SRI Mid Cap Europe	3.28%
CPR Croissance Dynamique	2.92%
Echiquier Major SRI Growth Europe	-4.00%
DNCA Invest SRI Norden Europe	-4.70%
Eiffel Nova Europe ISR	-4.84%
ADS Venn Collective Alpha US	-7.58%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	18.02%
Dorval European Climate Initiative	15.69%
BDL Transitions Megatrends	13.36%
Palatine Europe Sustainable Employment	11.85%
EdR SICAV Euro Sustainable Equity	11.64%
La Française Credit Innovation	4.18%
DNCA Invest Beyond Semperosa	2.92%
Triodos Impact Mixed	0.57%
Echiquier Positive Impact Europe	-0.16%
Aesculape SRI	-0.23%
Triodos Future Generations	-0.44%
Triodos Global Equities Impact	-1.14%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.20%
Axiom Emerging Markets Corporate Bonds	6.37%
Carmignac Portfolio Credit	6.31%
Axiom Obligataire	6.18%
IVO Global High Yield	6.18%
IVO EM Corporate Debt UCITS	5.53%
Lazard Credit Fi SRI	5.52%
Jupiter Dynamic Bond	5.17%
LO Fallen Angels	5.15%
EdR SICAV Financial Bonds	5.02%
FTGF Brandywine Global Income Optimiser Fund	5.01%
Income Euro Sélection	4.83%
IVO EM Corporate Debt Short Duration SRI	4.83%
DNCA Invest Credit Conviction	4.63%
Omnibond	4.50%
Axiom Short Duration Bond	4.31%
Schelcher Global Yield 2028	4.26%
La Française Credit Innovation	4.18%
R-co Conviction Credit Euro	4.10%
Lazard Credit Opportunities	4.07%
Alken Fund Income Opportunities	3.95%
Tikehau 2029	3.82%
EdR SICAV Short Duration Credit	3.78%
Ostrum SRI Crossover	3.76%
Ofi Invest Alpha Yield	3.63%
Ofi Invest High Yield 2029	3.61%
Tikehau European High Yield	3.59%
Hugau Obli 1-3	3.51%
Hugau Obli 3-5	3.46%
Tailor Crédit Rendement Cible	3.28%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.21%
M All Weather Bonds	3.19%
Auris Investment Grade	3.14%
La Française Rendement Global 2028	3.03%
EdR SICAV Millesima 2030	3.00%
Pluvalca Credit Opportunities 2028	2.94%
Auris Euro Rendement	2.91%
SLF (F) Opportunité High Yield 2028	2.90%
EdR Fund Bond Allocation	2.84%
Tikehau 2027	2.83%
Tailor Credit 2028	2.80%
Mandarine Credit Opportunities	2.48%
Eiffel Rendement 2028	2.12%
Epsilon Euro Bond	1.86%
Sanso Short Duration	1.41%
LO Funds - Short-Term Money Market CHF	1.39%
AXA IM FIIS US Short Duration High Yield	-6.85%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-7.17%
Amundi Cash USD	-8.10%

On a retrouvé 3 ex du groupe Cyrus devenus indépendants…

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