CAC 40	Perf Jour	Perf Ytd
7743.75	+0.64%	+4.92%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	14.08%
BDL Rempart	13.31%
GF Ambition Solidaire	12.30%
Ginjer Actifs 360	8.89%
Moneta Long Short	8.34%
Exane Ceres	6.77%
Dorval Convictions	6.21%
Ruffer Total Return International	4.93%
Eurose	4.58%
VEGA Patrimoine ISR	3.67%
M&G (Lux) Dynamic Allocation Fund	3.23%
Gay-Lussac Europe Flex	3.23%
Carmignac Patrimoine	3.10%
Claresco Allocation Flexible	2.92%
Echiquier ARTY SRI	2.59%
ELEVA AR - Dynamic	2.47%
Auris Diversified Beta	2.12%
VALBOA Exclusif	1.58%
Trusteam Optimum	1.26%
VEGA Euro Rendement ISR	0.84%
Dorval Global Allocation	0.82%
BNY Mellon Global Real Return Fund (EUR)	0.73%
Tailor Allocation Defensive	0.33%
Sienna Diversifié Flexible Monde	0.28%
Sycomore Next Generation	0.09%
Tikehau International Cross Assets	-0.14%
ELEVA Global Multi Opportunities	-0.20%
AXA WF Global Optimal Income	-0.26%
R-co Valor Balanced	-0.48%
Lazard Patrimoine SRI	-0.55%
ACATIS Value Event	-0.62%
Elkano Global Fund	-0.68%
Ofi Invest ESG MultiTrack	-0.87%
Russell Inv. MAGS	-1.07%
Mandarine Solution	-1.25%
DNCA Invest Evolutif	-1.72%
R-co Valor	-1.96%
Monocle Fund	-2.75%
Echiquier Allocation Flexible	-2.90%
First Eagle Amundi International Fund	-3.01%
GIS Global Multi Asset Income	-3.03%
ODDO BHF Polaris Balanced	-3.53%
Mansartis Investissements ISR	-4.86%
IDE Dynamic World Flexible	-5.60%
Nova Dynamique	-5.67%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	34.03%
Aperture European Innovation	7.66%
Sienna Actions Bas Carbone	7.22%
Digital Stars Europe	6.73%
AXA Aedificandi	5.67%
Piquemal Houghton Global Equities	5.23%
R-co Thematic Real Estate	4.80%
Jupiter Financial Innovation	3.14%
GIS SRI Ageing Population	2.83%
FTGF ClearBridge Infrastructure Value	2.78%
DNCA Invest Beyond Semperosa	0.11%
M&G (Lux) Global Listed Infrastructure Fund	-0.72%
Athymis Industrie 4.0	-2.02%
HMG Globetrotter	-2.27%
Janus Henderson Horizon Global Sustainable Equity Fund	-2.29%
MS INVF Global Opportunity	-3.17%
Auris Gravity US Equity Fund	-3.73%
BNP Paribas Aqua	-3.88%
Thematics Water	-4.05%
JPMorgan Funds - Global Dividend	-4.61%
Pictet - Water	-4.70%
Mandarine Global Transition	-4.71%
MS INVF Global Brands	-4.76%
EdR Fund Big Data	-4.86%
Carmignac Investissement	-5.45%
VIA Smart Equity World	-5.47%
Candriam Equities L Oncology	-6.48%
Comgest Monde	-6.78%
Square Megatrends Champions	-6.86%
CPR Invest Climate Action	-7.30%
M&G (Lux) Global Dividend Fund	-7.36%
Candriam Equities L Robotics & Innovative Technology	-7.55%
Pictet - Digital	-7.60%
Sienna Actions Internationales	-7.63%
Thematics Meta	-7.73%
Fidelity Global Technology	-7.90%
Mirova Global Sustainable Equity	-7.96%
Pictet - Security	-8.16%
Russell Inv. World Equity Fund	-8.34%
Echiquier World Equity Growth	-8.58%
ODDO BHF Global Equity Stars	-8.78%
Sanso Smart Climate	-8.78%
Covéa Actions Monde	-9.72%
JPMorgan Funds - Global Select Equity	-9.91%
Groupama Global Active Equity	-10.03%
Covéa Ruptures	-10.18%
EdR Fund US Value	-10.92%
Sycomore Sustainable Tech	-11.01%
Echiquier Artificial Intelligence	-11.09%
Groupama Global Disruption	-11.10%
Ofi Invest ESG Grandes Marques	-11.23%
Athymis Millennial	-11.35%
EdR Fund Healthcare	-11.57%
ODDO BHF Artificial Intelligence	-12.39%
Franklin India Fund	-12.41%
Pictet - Clean Energy Transition	-12.52%
JPMorgan Funds - America Equity	-12.67%
Franklin U.S. Opportunities Fund	-12.96%
Eurizon Fund Equity Innovation	-12.97%
Thematics AI and Robotics	-13.15%
Tocqueville Global Tech ISR	-13.25%
JPMorgan Funds - US Technology	-13.31%
Loomis Sayles U.S. Growth Equity	-14.13%
Franklin Technology Fund	-14.65%
CPR Global Disruptive Opportunities	-15.11%
AXA WF Robotech	-15.52%
BNP Paribas Funds Disruptive Technology	-15.78%
BNP Paribas US Small Cap	-16.10%
Claresco USA	-16.12%
R-co Thematic Blockchain Global Equity	-16.24%
FTGF Royce US Small Cap Opportunity Fund	-18.75%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	6.39%
Jupiter Merian Global Equity Absolute Return	5.02%
M&G (Lux) Episode Macro Fund	5.01%
H2O Adagio	4.91%
BNP Paribas Global Absolute Return Bond	3.58%
Sienna Performance Absolue Défensif	2.68%
Exane Pleiade	2.55%
Fidelity Absolute Return Global Equity Fund	1.95%
DNCA Invest Alpha Bonds	1.81%
Cigogne UCITS Credit Opportunities	1.74%
Candriam Bonds Credit Alpha	1.45%
Syquant Capital - Helium Selection	1.43%
AXA WF Euro Credit Total Return	1.16%
Pictet TR - Atlas Titan	0.65%
Pictet TR - Atlas	0.54%
Candriam Absolute Return Equity Market Neutral	0.28%

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
Axiom European Banks Equity	27.00%
Alken Fund Small Cap Europe	26.97%
Indépendance Europe Small	19.03%
Tailor Actions Avenir ISR	15.56%
Groupama Opportunities Europe	13.00%
BDL Convictions	12.63%
Indépendance France Small & Mid	10.74%
Uzès WWW Perf	9.50%
Covéa Perspectives Entreprises	9.32%
DNCA Invest Archer Mid-Cap Europe	9.23%
VALBOA Engagement ISR	9.19%
Richelieu Family	8.76%
Ecofi Smart Transition	7.85%
Tocqueville Euro Equity ISR	7.82%
Europe Income Family	7.50%
Moneta Multi Caps	7.41%
R-co 4Change Net Zero Equity Euro	6.89%
EdR SICAV Tricolore Convictions	6.86%
Sycomore Europe Happy @ Work	6.40%
Quadrige France Smallcaps	5.98%
Mandarine Premium Europe	5.85%
Fidelity Europe	5.84%
Mandarine Europe Microcap	5.40%
ADS Venn Collective Alpha Europe	4.11%
Dorval Drivers Europe	3.96%
ELEVA Leaders Small & Mid Cap Europe	3.70%
HMG Découvertes	3.46%
Mirova Europe Environmental Equity	3.12%
Gay-Lussac Microcaps Europe	2.66%
Sycomore Europe Eco Solutions	2.21%
Norden SRI	2.19%
Palatine Europe Sustainable Employment	1.86%
Mandarine Unique	1.22%
Echiquier Positive Impact Europe	0.16%
LFR Euro Développement Durable ISR	-0.01%
Tocqueville Croissance Euro ISR	-0.35%
Lazard Small Caps France	-0.41%
Amplegest Pricing Power	-0.43%
VEGA France Opportunités ISR	-0.63%
DNCA Invest SRI Norden Europe	-2.43%
VEGA Europe Convictions ISR	-2.76%
Eiffel Nova Europe ISR	-3.37%
Echiquier Major SRI Growth Europe	-3.52%
CPR Croissance Dynamique	-7.38%
ADS Venn Collective Alpha US	-13.01%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	7.36%
R-co 4Change Net Zero Equity Euro	6.89%
EdR SICAV Euro Sustainable Equity	6.12%
La Française Credit Innovation	1.31%
Echiquier Positive Impact Europe	0.16%
DNCA Invest Beyond Semperosa	0.11%
Triodos Future Generations	0.00%
Equilibre Ecologique	-1.02%
BDL Transitions Megatrends	-1.89%
Triodos Impact Mixed	-2.54%
Triodos Global Equities Impact	-6.36%
Aesculape SRI	-8.91%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	16.55%
Income Euro Sélection	1.95%
Axiom Short Duration Bond	1.93%
Carmignac Portfolio Credit	1.92%
Axiom Obligataire	1.84%
Jupiter Dynamic Bond	1.78%
DNCA Invest Credit Conviction	1.61%
Alken Fund Income Opportunities	1.59%
IVO Global Opportunities	1.57%
SLF (LUX) Bond High Yield Opportunity 2026	1.54%
Ostrum SRI Crossover	1.43%
La Française Credit Innovation	1.31%
R-co Conviction Credit Euro	1.24%
Tikehau 2029	1.12%
Epsilon Euro Bond	1.09%
IVO EM Corporate Debt Short Duration SRI	1.06%
Mandarine Credit Opportunities	1.05%
Pluvalca Credit Opportunities 2028	1.05%
Tikehau 2027	1.03%
Schelcher Global Yield 2028	1.01%
Groupama Alpha Fixed Income Plus	1.00%
FTGF Brandywine Global Income Optimiser Fund	0.99%
Tailor Crédit Rendement Cible	0.89%
Ofi Invest High Yield 2029	0.81%
Ofi Invest Alpha Yield	0.74%
Tikehau European High Yield	0.73%
Auris Investment Grade	0.68%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.63%
LO Funds - Short-Term Money Market CHF	0.62%
Omnibond	0.60%
La Française Rendement Global 2028	0.54%
Auris Euro Rendement	0.49%
Sanso Short Duration	0.34%
Tailor Credit 2028	0.33%
M All Weather Bonds	0.26%
Richelieu Euro Credit Unconstrained	-0.03%
EdR Fund Bond Allocation	-0.04%
Eiffel Rendement 2028	-0.31%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.37%
IVO EM Corporate Debt UCITS	-0.72%
Lazard Credit Opportunities	-0.82%
AXA IM FIIS US Short Duration High Yield	-6.51%
Amundi Cash USD	-6.78%

On a retrouvé 3 ex du groupe Cyrus devenus indépendants…

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