CAC 40	Perf Jour	Perf Ytd
7748.44	+0.83%	+5.08%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	19.63%
H2O Moderato	16.78%
BDL Rempart	16.43%
Ginjer Actifs 360	12.89%
Moneta Long Short	11.87%
Clartan Valeurs	9.12%
Exane Ceres	8.72%
Claresco Allocation Flexible	8.17%
Dorval Convictions	8.10%
Eurose	6.27%
Ruffer Total Return International	6.23%
VEGA Patrimoine ISR	6.04%
Carmignac Patrimoine	6.04%
Auris Diversified Beta	5.07%
ELEVA AR - Dynamic	4.50%
M&G (Lux) Dynamic Allocation Fund	4.43%
Sienna Diversifié Flexible Monde	4.13%
Echiquier ARTY SRI	3.64%
Gay-Lussac Europe Flex	3.61%
ELEVA Global Multi Opportunities	3.25%
Dorval Global Allocation	2.76%
Sycomore Next Generation	2.65%
Ofi Invest ESG MultiTrack	2.46%
BNY Mellon Global Real Return Fund (EUR)	2.30%
Tikehau International Cross Assets	2.20%
Trusteam Optimum	2.09%
VEGA Euro Rendement ISR	2.02%
Monocle Fund	1.98%
VALBOA Exclusif	1.92%
Russell Inv. MAGS	1.70%
Tailor Allocation Defensive	1.68%
AXA WF Global Optimal Income	1.56%
Mandarine Solution	1.42%
DNCA Invest Evolutif	1.34%
R-co Valor Balanced	1.32%
Elkano Global Fund	1.25%
R-co Valor	0.65%
GIS Global Multi Asset Income	0.37%
ACATIS Value Event	0.33%
Lazard Patrimoine SRI	0.28%
First Eagle Amundi International Fund	-0.77%
Echiquier Allocation Flexible	-1.48%
ODDO BHF Polaris Balanced	-1.78%
Mansartis Investissements ISR	-2.66%
IDE Dynamic World Flexible	-2.75%
Nova Dynamique	-3.99%

ACTIONS Perf. YTD

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CM-AM Global Gold	41.40%
Aperture European Innovation	14.13%
Digital Stars Europe	13.26%
Sienna Actions Bas Carbone	10.81%
Jupiter Financial Innovation	10.19%
R-co Thematic Real Estate	8.29%
AXA Aedificandi	8.16%
Piquemal Houghton Global Equities	6.99%
GIS SRI Ageing Population	5.06%
Auris Gravity US Equity Fund	4.45%
DNCA Invest Beyond Semperosa	3.97%
Candriam Equities L Robotics & Innovative Technology	3.94%
Athymis Industrie 4.0	3.43%
FTGF ClearBridge Infrastructure Value	3.21%
HMG Globetrotter	1.74%
Carmignac Investissement	1.62%
Square Megatrends Champions	0.31%
Janus Henderson Horizon Global Sustainable Equity Fund	-0.05%
Sycomore Sustainable Tech	-0.40%
Candriam Equities L Oncology	-0.45%
M&G (Lux) Global Listed Infrastructure Fund	-0.51%
MS INVF Global Opportunity	-0.54%
BNP Paribas Aqua	-0.67%
Echiquier Artificial Intelligence	-0.92%
Mandarine Global Transition	-0.93%
EdR Fund Big Data	-1.45%
Pictet - Digital	-1.71%
R-co Thematic Blockchain Global Equity	-2.12%
JPMorgan Funds - Global Dividend	-2.42%
VIA Smart Equity World	-2.47%
CPR Invest Climate Action	-2.73%
Fidelity Global Technology	-2.90%
Comgest Monde	-3.24%
Pictet - Water	-3.41%
Mirova Global Sustainable Equity	-3.58%
Sienna Actions Internationales	-3.58%
Thematics Water	-3.70%
Pictet - Security	-4.08%
M&G (Lux) Global Dividend Fund	-4.17%
Echiquier World Equity Growth	-4.24%
Sanso Smart Climate	-4.40%
Groupama Global Active Equity	-4.58%
Russell Inv. World Equity Fund	-4.99%
MS INVF Global Brands	-5.51%
Covéa Ruptures	-5.60%
ODDO BHF Artificial Intelligence	-5.71%
ODDO BHF Global Equity Stars	-5.84%
Thematics Meta	-6.31%
Tocqueville Global Tech ISR	-6.40%
Covéa Actions Monde	-6.47%
Eurizon Fund Equity Innovation	-6.62%
Ofi Invest Grandes Marques	-6.70%
Pictet - Clean Energy Transition	-6.78%
Groupama Global Disruption	-6.93%
EdR Fund US Value	-7.23%
JPMorgan Funds - Global Select Equity	-7.30%
JPMorgan Funds - US Technology	-7.57%
Franklin Technology Fund	-7.81%
Loomis Sayles U.S. Growth Equity	-8.26%
Thematics AI and Robotics	-8.27%
EdR Fund Healthcare	-8.77%
Franklin U.S. Opportunities Fund	-9.61%
Athymis Millennial	-9.64%
BNP Paribas Funds Disruptive Technology	-9.84%
CPR Global Disruptive Opportunities	-10.06%
JPMorgan Funds - America Equity	-10.29%
Franklin India Fund	-11.26%
BNP Paribas US Small Cap	-12.50%
Claresco USA	-12.71%
AXA WF Robotech	-13.31%
FTGF Royce US Small Cap Opportunity Fund	-16.27%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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RAM European Market Neutral Equities	7.89%
Jupiter Merian Global Equity Absolute Return	6.67%
H2O Adagio	6.31%
Sienna Performance Absolue Défensif	4.97%
M&G (Lux) Episode Macro Fund	4.92%
BNP Paribas Global Absolute Return Bond	4.81%
Syquant Capital - Helium Selection	3.40%
Pictet TR - Atlas Titan	3.39%
DNCA Invest Alpha Bonds	2.83%
Cigogne UCITS Credit Opportunities	2.82%
Exane Pleiade	2.80%
Fidelity Absolute Return Global Equity Fund	2.46%
AXA WF Euro Credit Total Return	2.39%
Pictet TR - Atlas	2.08%
Candriam Bonds Credit Alpha	1.54%
Candriam Absolute Return Equity Market Neutral	1.26%

Les meilleurs fonds pour profiter du rebond potentiel des petites et moyennes capitalisations sur 2024...

Malgré un environnement difficile, ces fonds ont su dégager de la performance sur les 5 dernières années :

FONDS	Perf 5 ans
Indépendance Europe Small	+76,89%
DNCA Invest Archer Mid-Cap Europe	+68,56%
Indépendance France Small	+67,75%
Erasmus Small Cap Euro	+49,95%
Quadrige Europe Midcaps	+49,89%
Lazard Small Caps France	+45,23%
Quadrige France Smallcaps	+45,06%
Mandarine Europe Microcap	+41,6%
MAM Premium Europe	+41,3%
Quadrator SRI	+39,8%
Richelieu Family	+39,4%
Groupama Avenir Euro	+37,01%
Gay-Lussac Smallcaps	+34,64%
Mandarine Unique	+17,5%
France Engagement	+16,5%
Eiffel Nova Europe ISR	+14,46%
La Française Actions France PME	+11,93%
Erasmus Mid Cap Euro	+10,75%
Dorval Manageurs Small Cap Euro	+2,88%

Performance 5 ans basée sur la dernière VL disponible au 19/02/2024.

Publié le lundi 19 février 2024

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	40.02%
Axiom European Banks Equity	35.67%
Indépendance Europe Small	29.96%
Tailor Actions Avenir ISR	24.43%
VALBOA Engagement ISR	20.13%
Indépendance France Small & Mid	19.04%
BDL Convictions	18.40%
Groupama Opportunities Europe	18.16%
Quadrige France Smallcaps	17.35%
Uzès WWW Perf	16.37%
Covéa Perspectives Entreprises	16.26%
Moneta Multi Caps	15.36%
DNCA Invest Archer Mid-Cap Europe	15.24%
Richelieu Family	13.41%
Europe Income Family	12.87%
Mandarine Premium Europe	12.16%
R-co 4Change Net Zero Equity Euro	12.13%
Tocqueville Euro Equity ISR	11.77%
EdR SICAV Tricolore Convictions	11.45%
Ecofi Smart Transition	10.99%
Mandarine Europe Microcap	10.06%
Fidelity Europe	8.90%
Sycomore Europe Happy @ Work	8.87%
Gay-Lussac Microcaps Europe	8.41%
Dorval Drivers Europe	8.03%
ADS Venn Collective Alpha Europe	7.78%
Norden SRI	7.75%
Lazard Small Caps France	7.72%
Mandarine Unique	7.65%
HMG Découvertes	7.56%
ELEVA Leaders Small & Mid Cap Europe	7.41%
Mirova Europe Environmental Equity	7.33%
Sycomore Europe Eco Solutions	6.77%
Palatine Europe Sustainable Employment	6.44%
LFR Euro Développement Durable ISR	5.23%
Echiquier Positive Impact Europe	2.86%
VEGA France Opportunités ISR	2.54%
Eiffel Nova Europe ISR	2.38%
Amplegest Pricing Power	2.36%
Tocqueville Croissance Euro ISR	2.08%
DNCA Invest SRI Norden Europe	1.61%
VEGA Europe Convictions ISR	0.77%
Echiquier Major SRI Growth Europe	-1.92%
CPR Croissance Dynamique	-3.71%
ADS Venn Collective Alpha US	-10.37%

ARTICLE 9 Perf. YTD

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Dorval European Climate Initiative	13.40%
R-co 4Change Net Zero Equity Euro	12.13%
EdR SICAV Euro Sustainable Equity	8.99%
BDL Transitions Megatrends	4.57%
DNCA Invest Beyond Semperosa	3.97%
Triodos Future Generations	2.95%
Echiquier Positive Impact Europe	2.86%
La Française Credit Innovation	2.46%
Equilibre Ecologique	1.45%
Triodos Impact Mixed	-0.70%
Triodos Global Equities Impact	-3.05%
Aesculape SRI	-6.56%

OBLIGATIONS Perf. YTD

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H2O Multibonds	22.40%
IVO Global High Yield	3.68%
Income Euro Sélection	3.67%
Carmignac Portfolio Credit	3.57%
Axiom Obligataire	3.53%
Axiom Emerging Markets Corporate Bonds	3.25%
Omnibond	2.96%
Jupiter Dynamic Bond	2.76%
DNCA Invest Credit Conviction	2.62%
Tikehau European High Yield	2.58%
Axiom Short Duration Bond	2.57%
Schelcher Global Yield 2028	2.49%
La Française Credit Innovation	2.46%
SLF (LUX) Bond High Yield Opportunity 2026	2.45%
Ostrum SRI Crossover	2.37%
IVO EM Corporate Debt Short Duration SRI	2.36%
Ofi Invest Alpha Yield	2.30%
R-co Conviction Credit Euro	2.20%
Ofi Invest High Yield 2029	2.17%
Tikehau 2029	2.15%
Tikehau 2027	2.15%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	2.14%
Auris Investment Grade	2.10%
La Française Rendement Global 2028	2.07%
Pluvalca Credit Opportunities 2028	2.05%
Tailor Crédit Rendement Cible	1.98%
Mandarine Credit Opportunities	1.94%
Alken Fund Income Opportunities	1.94%
M All Weather Bonds	1.82%
Tailor Credit 2028	1.74%
Auris Euro Rendement	1.74%
IVO EM Corporate Debt UCITS	1.69%
Epsilon Euro Bond	1.69%
Eiffel Rendement 2028	1.53%
Groupama Alpha Fixed Income Plus	1.46%
Richelieu Euro Credit Unconstrained	1.15%
FTGF Brandywine Global Income Optimiser Fund	1.02%
EdR Fund Bond Allocation	0.88%
Sanso Short Duration	0.76%
Lazard Credit Opportunities	0.56%
LO Funds - Short-Term Money Market CHF	0.13%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-2.15%
AXA IM FIIS US Short Duration High Yield	-7.78%
Amundi Cash USD	-8.52%