CAC 40	Perf Jour	Perf Ytd
8149.5	-0.23%	+10.42%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	25.79%
H2O Moderato	24.79%
Moneta Long Short	22.79%
Clartan Valeurs	22.66%
GF Ambition Solidaire	21.04%
BDL Rempart	17.88%
R-co Valor	16.23%
Claresco Allocation Flexible	15.39%
AXA WF Global Optimal Income	14.47%
M&G (Lux) Dynamic Allocation Fund	12.98%
Carmignac Patrimoine	12.18%
ELEVA Global Multi Opportunities	12.08%
Dorval Convictions	11.86%
ELEVA AR - Dynamic	11.73%
First Eagle Amundi International Fund	11.21%
R-co Valor Balanced	10.47%
GIS Global Multi Asset Income	10.43%
Sienna Diversifié Flexible Monde	10.14%
Russell Inv. MAGS	9.91%
VEGA Patrimoine ISR	9.19%
Ruffer Total Return International	8.95%
BNY Mellon Global Real Return Fund (EUR)	8.90%
Ofi Invest ESG MultiTrack	8.86%
Nova Dynamique	8.57%
Mandarine Solution	8.36%
Auris Diversified Beta	8.17%
Eurose	7.89%
Dorval Global Allocation	7.71%
Exane Ceres	7.32%
DNCA Invest Evolutif	5.70%
Sycomore Next Generation	5.64%
Elkano Global Fund	5.34%
Tikehau International Cross Assets	5.13%
Echiquier ARTY SRI	4.48%
VALBOA Exclusif	4.11%
Trusteam Optimum	3.48%
IDE Dynamic World Flexible	3.23%
Monocle Fund	3.12%
Tailor Allocation Defensive	3.10%
VEGA Euro Rendement ISR	3.03%
ACATIS Value Event	0.76%
Mansartis Investissements ISR	-2.09%
ODDO BHF Polaris Balanced	-2.13%
Gay-Lussac Europe Flex	-2.92%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	119.83%
Jupiter Financial Innovation	35.53%
Piquemal Houghton Global Equities	25.87%
Digital Stars Europe	24.60%
Aperture European Innovation	23.47%
Candriam Equities L Oncology	21.59%
GemEquity	20.65%
Candriam Equities L Robotics & Innovative Technology	19.41%
Sienna Actions Bas Carbone	18.36%
Carmignac Investissement	17.71%
Auris Gravity US Equity Fund	16.15%
HMG Globetrotter	14.65%
Sycomore Sustainable Tech	13.49%
Echiquier Artificial Intelligence	12.48%
Groupama Global Disruption	11.50%
Athymis Industrie 4.0	11.40%
Square Megatrends Champions	11.17%
Groupama Global Active Equity	10.68%
Fidelity Global Technology	10.04%
Pictet - Clean Energy Transition	9.50%
BNP Paribas Funds Disruptive Technology	9.01%
GIS Sycomore Ageing Population	8.21%
AXA Aedificandi	7.81%
Sienna Actions Internationales	7.72%
R-co Thematic Blockchain Global Equity	7.69%
Eurizon Fund Equity Innovation	7.34%
FTGF ClearBridge Infrastructure Value	7.16%
EdRS Global Resilience	6.72%
Russell Inv. World Equity Fund	6.07%
R-co Thematic Real Estate	6.01%
Franklin Technology Fund	5.83%
EdR Fund Big Data	5.58%
Pictet - Digital	4.72%
ODDO BHF Artificial Intelligence	4.43%
Thematics AI and Robotics	4.38%
Claresco USA	4.32%
JPMorgan Funds - US Technology	4.24%
Palatine Amérique	3.97%
Echiquier World Equity Growth	3.88%
DNCA Invest Beyond Semperosa	3.86%
CPR Invest Climate Action	3.84%
Covéa Ruptures	3.62%
JPMorgan Funds - Global Dividend	3.51%
Sanso Smart Climate	3.31%
Mandarine Global Transition	2.90%
M&G (Lux) Global Dividend Fund	2.79%
Janus Henderson Horizon Global Sustainable Equity Fund	2.54%
Covéa Actions Monde	1.32%
Mirova Global Sustainable Equity	1.18%
EdR Fund Healthcare	0.61%
Loomis Sayles U.S. Growth Equity	0.45%
Ofi Invest Grandes Marques	0.43%
M&G (Lux) Global Listed Infrastructure Fund	0.22%
BNP Paribas Aqua	-0.06%
Comgest Monde	-0.18%
BNP Paribas US Small Cap	-0.19%
Thematics Water	-0.21%
Echiquier Global Tech	-0.62%
FTGF Royce US Small Cap Opportunity Fund	-1.18%
AXA WF Robotech	-1.63%
MS INVF Global Opportunity	-1.74%
JPMorgan Funds - America Equity	-2.42%
CPR Global Disruptive Opportunities	-2.66%
Pictet - Water	-4.15%
ODDO BHF Global Equity Stars	-4.64%
Athymis Millennial	-5.04%
Franklin U.S. Opportunities Fund	-5.22%
Thematics Meta	-5.49%
Pictet - Security	-7.76%
MS INVF Global Brands	-12.18%
Franklin India Fund	-15.61%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	13.67%
Pictet TR - Atlas Titan	12.77%
H2O Adagio	8.89%
Fidelity Absolute Return Global Equity Fund	8.55%
RAM European Market Neutral Equities	8.22%
Syquant Capital - Helium Selection	7.73%
Pictet TR - Atlas	6.76%
Sienna Performance Absolue Défensif	6.09%
M&G (Lux) Episode Macro Fund	5.47%
Exane Pleiade	5.42%
DNCA Invest Alpha Bonds	4.69%
Cigogne UCITS Credit Opportunities	4.65%
BNP Paribas Global Absolute Return Bond	4.40%
AXA WF Euro Credit Total Return	3.78%
Candriam Absolute Return Equity Market Neutral	2.43%
Candriam Bonds Credit Alpha	2.31%

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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Les bâtisseurs de l'ancien monde

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	63.96%
Alken Fund Small Cap Europe	58.01%
Indépendance Europe Small	46.11%
Tocqueville Value Euro ISR	33.17%
Tailor Actions Avenir ISR	32.03%
JPMorgan Euroland Dynamic	29.94%
Groupama Opportunities Europe	26.96%
Moneta Multi Caps	26.34%
BDL Convictions	23.90%
Uzès WWW Perf	23.79%
IDE Dynamic Euro	23.08%
Indépendance France Small & Mid	21.60%
VALBOA Engagement ISR	20.48%
Tocqueville Euro Equity ISR	19.98%
R-co 4Change Net Zero Equity Euro	19.88%
Ecofi Smart Transition	19.31%
Mandarine Premium Europe	19.29%
Quadrige France Smallcaps	19.08%
Lazard Small Caps Euro	17.50%
DNCA Invest Archer Mid-Cap Europe	16.50%
Sycomore Sélection Responsable	15.75%
EdR SICAV Tricolore Convictions	14.49%
Covéa Perspectives Entreprises	14.18%
Tikehau European Sovereignty	14.18%
Sycomore Europe Happy @ Work	13.84%
Groupama Avenir PME Europe	13.25%
Europe Income Family	13.07%
Mandarine Europe Microcap	12.80%
ADS Venn Collective Alpha Europe	12.72%
Fidelity Europe	11.42%
Mirova Europe Environmental Equity	11.29%
Norden SRI	10.71%
Gay-Lussac Microcaps Europe	9.93%
HMG Découvertes	9.67%
Mandarine Unique	7.72%
Dorval Drivers Europe	6.82%
ELEVA Leaders Small & Mid Cap Europe	6.35%
Tocqueville Croissance Euro ISR	6.27%
VEGA Europe Convictions ISR	5.34%
CPR Croissance Dynamique	5.02%
VEGA France Opportunités ISR	4.41%
LFR Euro Développement Durable ISR	3.46%
Echiquier Agenor SRI Mid Cap Europe	3.41%
Amplegest Pricing Power	0.34%
Eiffel Nova Europe ISR	-3.35%
Echiquier Major SRI Growth Europe	-4.26%
ADS Venn Collective Alpha US	-6.09%
DNCA Invest SRI Norden Europe	-6.11%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	19.88%
Dorval European Climate Initiative	16.76%
EdR SICAV Euro Sustainable Equity	14.68%
BDL Transitions Megatrends	14.00%
Palatine Europe Sustainable Employment	10.96%
La Française Credit Innovation	4.81%
Aesculape SRI	4.11%
DNCA Invest Beyond Semperosa	3.86%
Triodos Impact Mixed	1.05%
Triodos Global Equities Impact	0.53%
Triodos Future Generations	-0.76%
Echiquier Positive Impact Europe	-2.06%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.32%
Axiom Emerging Markets Corporate Bonds	7.85%
IVO EM Corporate Debt UCITS	6.81%
Carmignac Portfolio Credit	6.65%
IVO Global High Yield	6.55%
LO Fallen Angels	6.25%
Axiom Obligataire	6.03%
FTGF Brandywine Global Income Optimiser Fund	5.99%
IVO EM Corporate Debt Short Duration SRI	5.96%
Lazard Credit Fi SRI	5.85%
Lazard Credit Opportunities	5.85%
Omnibond	5.81%
Income Euro Sélection	5.50%
EdR SICAV Financial Bonds	5.33%
Schelcher Global Yield 2028	5.01%
Jupiter Dynamic Bond	4.90%
La Française Credit Innovation	4.81%
Tikehau European High Yield	4.61%
Axiom Short Duration Bond	4.58%
DNCA Invest Credit Conviction	4.40%
Ofi Invest High Yield 2029	4.37%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.33%
EdR SICAV Short Duration Credit	4.32%
Auris Investment Grade	4.09%
Ostrum SRI Crossover	4.07%
Alken Fund Income Opportunities	3.99%
SLF (F) Opportunité High Yield 2028	3.97%
Pluvalca Credit Opportunities 2028	3.96%
La Française Rendement Global 2028	3.90%
Tikehau 2027	3.83%
R-co Conviction Credit Euro	3.77%
Hugau Obli 1-3	3.73%
EdR SICAV Millesima 2030	3.62%
Hugau Obli 3-5	3.59%
Tikehau 2029	3.58%
Eiffel Rendement 2028	3.45%
Ofi Invest Alpha Yield	3.44%
Tailor Credit 2028	3.24%
Auris Euro Rendement	3.08%
Tailor Crédit Rendement Cible	3.06%
EdR Fund Bond Allocation	2.91%
M All Weather Bonds	2.88%
Mandarine Credit Opportunities	2.22%
Sanso Short Duration	1.88%
LO Funds - Short-Term Money Market CHF	0.69%
Epsilon Euro Bond	0.56%
AXA IM FIIS US Short Duration High Yield	-6.15%
Amundi Cash USD	-7.95%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-11.33%

On a retrouvé 3 ex du groupe Cyrus devenus indépendants…

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