CAC 40	Perf Jour	Perf Ytd
7593.87	+0.5%	+2.89%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	14.63%
BDL Rempart	12.91%
GF Ambition Solidaire	8.58%
Ginjer Actifs 360	7.63%
Exane Ceres	5.38%
Ruffer Total Return International	5.13%
Dorval Convictions	4.99%
Moneta Long Short	4.97%
Eurose	4.13%
M&G (Lux) Dynamic Allocation Fund	2.62%
VEGA Patrimoine ISR	2.54%
Carmignac Patrimoine	2.48%
Echiquier ARTY SRI	2.04%
Auris Diversified Beta	1.53%
Gay-Lussac Europe Flex	1.09%
Claresco Allocation Flexible	0.81%
Trusteam Optimum	0.70%
Dorval Global Conservative	0.63%
ELEVA AR - Dynamic	0.59%
VEGA Euro Rendement ISR	0.05%
Tailor Allocation Defensive	-0.18%
Dorval Global Allocation	-0.21%
VALBOA Exclusif	-0.48%
Sycomore Next Generation	-0.52%
BNY Mellon Global Real Return Fund (EUR)	-0.79%
Elkano Global Fund	-0.94%
Lazard Patrimoine SRI	-0.96%
R-co Valor Balanced	-1.16%
Tikehau International Cross Assets	-1.22%
Sienna Diversifié Flexible Monde	-1.24%
Ofi Invest ESG MultiTrack	-2.19%
ELEVA Global Multi Opportunities	-2.34%
ACATIS Value Event	-2.36%
AXA WF Global Optimal Income	-2.45%
Russell Inv. MAGS	-2.59%
Mandarine Solution	-2.62%
R-co Valor	-2.99%
Echiquier Allocation Flexible	-3.35%
GIS Global Multi Asset Income	-3.61%
Monocle Fund	-4.00%
DNCA Invest Evolutif	-4.07%
ODDO BHF Polaris Balanced	-4.85%
First Eagle Amundi International Fund	-4.96%
Mansartis Investissements ISR	-6.47%
Nova Dynamique	-7.63%
IDE Dynamic World Flexible	-7.82%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	28.16%
Sienna Actions Bas Carbone	5.36%
Aperture European Innovation	4.26%
Piquemal Houghton Global Equities	4.13%
Digital Stars Europe	3.26%
AXA Aedificandi	2.06%
FTGF ClearBridge Infrastructure Value	1.60%
R-co Thematic Real Estate	1.45%
GIS SRI Ageing Population	0.92%
Jupiter Financial Innovation	-0.20%
DNCA Invest Beyond Semperosa	-2.11%
M&G (Lux) Global Listed Infrastructure Fund	-2.26%
Candriam Equities L Oncology	-3.16%
HMG Globetrotter	-4.02%
BNP Paribas Aqua	-5.70%
Athymis Industrie 4.0	-6.26%
Auris Gravity US Equity Fund	-6.55%
Thematics Water	-6.69%
EdR Fund Big Data	-6.72%
Janus Henderson Horizon Global Sustainable Equity Fund	-6.77%
Mandarine Global Transition	-7.30%
Pictet - Water	-7.76%
VIA Smart Equity World	-7.91%
MS INVF Global Brands	-8.18%
MS INVF Global Opportunity	-8.28%
Comgest Monde	-8.32%
JPMorgan Funds - Global Dividend	-8.71%
Carmignac Investissement	-8.72%
CPR Invest Climate Action	-9.20%
Sienna Actions Internationales	-9.27%
Echiquier World Equity Growth	-9.77%
Mirova Global Sustainable Equity	-9.82%
Square Megatrends Champions	-10.16%
EdR Fund Healthcare	-10.66%
Sanso Smart Climate	-10.79%
Thematics Meta	-10.84%
Candriam Equities L Robotics & Innovative Technology	-10.90%
Russell Inv. World Equity Fund	-10.93%
M&G (Lux) Global Dividend Fund	-10.95%
Franklin India Fund	-11.30%
ODDO BHF Global Equity Stars	-11.39%
Covéa Actions Monde	-11.56%
Covéa Ruptures	-11.77%
EdR Fund US Value	-11.83%
Pictet - Digital	-11.84%
Groupama Global Active Equity	-11.87%
Pictet - Security	-11.97%
Fidelity Global Technology	-12.69%
Ofi Invest ESG Grandes Marques	-13.18%
Groupama Global Disruption	-13.33%
Athymis Millennial	-13.56%
JPMorgan Funds - Global Select Equity	-13.77%
ODDO BHF Artificial Intelligence	-13.78%
Echiquier Artificial Intelligence	-14.68%
Eurizon Fund Equity Innovation	-14.79%
Sycomore Sustainable Tech	-15.91%
JPMorgan Funds - America Equity	-15.93%
Pictet - Clean Energy Transition	-16.33%
Franklin U.S. Opportunities Fund	-16.72%
Loomis Sayles U.S. Growth Equity	-16.85%
Tocqueville Global Tech ISR	-17.02%
CPR Global Disruptive Opportunities	-17.22%
Thematics AI and Robotics	-17.30%
BNP Paribas US Small Cap	-17.73%
JPMorgan Funds - US Technology	-17.73%
BNP Paribas Funds Disruptive Technology	-17.86%
R-co Thematic Blockchain Global Equity	-17.95%
Claresco USA	-18.23%
Franklin Technology Fund	-19.12%
AXA WF Robotech	-19.64%
FTGF Royce US Small Cap Opportunity Fund	-23.32%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
M&G (Lux) Episode Macro Fund	5.58%
RAM European Market Neutral Equities	5.12%
H2O Adagio	4.87%
Jupiter Merian Global Equity Absolute Return	3.85%
BNP Paribas Global Absolute Return Bond	3.61%
Fidelity Absolute Return Global Equity Fund	2.37%
Sienna Performance Absolue Défensif	2.25%
Exane Pleiade	1.99%
DNCA Invest Alpha Bonds	1.73%
Cigogne UCITS Credit Opportunities	1.65%
Candriam Bonds Credit Alpha	1.41%
Syquant Capital - Helium Selection	1.22%
AXA WF Euro Credit Total Return	0.94%
Candriam Absolute Return Equity Market Neutral	0.49%
Pictet TR - Atlas	-0.15%
Pictet TR - Atlas Titan	-0.64%

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
Axiom European Banks Equity	23.40%
Alken Fund Small Cap Europe	23.23%
Indépendance Europe Small	13.90%
Tailor Actions Avenir ISR	13.20%
BDL Convictions	10.59%
Groupama Opportunities Europe	10.38%
Indépendance France Small & Mid	7.06%
Covéa Perspectives Entreprises	6.75%
DNCA Invest Archer Mid-Cap Europe	6.23%
Richelieu Family	6.08%
Tocqueville Euro Equity ISR	6.04%
Ecofi Smart Transition	5.52%
Uzès WWW Perf	5.36%
R-co 4Change Net Zero Equity Euro	5.13%
EdR SICAV Tricolore Convictions	4.97%
Moneta Multi Caps	4.85%
Sycomore Europe Happy @ Work	4.36%
Europe Income Family	3.96%
Fidelity Europe	3.69%
VALBOA Engagement ISR	3.59%
Mandarine Premium Europe	3.17%
ADS Venn Collective Alpha Europe	2.32%
Mandarine Europe Microcap	2.24%
Quadrige France Smallcaps	2.12%
Dorval Drivers Europe	1.76%
Mirova Europe Environmental Equity	1.43%
HMG Découvertes	0.78%
ELEVA Leaders Small & Mid Cap Europe	0.30%
Sycomore Europe Eco Solutions	-0.07%
Palatine Europe Sustainable Employment	-0.20%
Norden SRI	-1.09%
Echiquier Positive Impact Europe	-1.86%
Mandarine Unique	-2.14%
LFR Euro Développement Durable ISR	-2.46%
Tocqueville Croissance Euro ISR	-2.64%
Lazard Small Caps France	-2.91%
VEGA France Opportunités ISR	-3.19%
Amplegest Pricing Power	-3.28%
DNCA Invest SRI Norden Europe	-5.12%
VEGA Europe Convictions ISR	-5.31%
Echiquier Major SRI Growth Europe	-5.54%
Eiffel Nova Europe ISR	-6.22%
CPR Croissance Dynamique	-8.78%
ADS Venn Collective Alpha US	-15.00%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	5.13%
Dorval European Climate Initiative	5.05%
EdR SICAV Euro Sustainable Equity	4.05%
La Française Credit Innovation	1.24%
Equilibre Ecologique	-1.77%
Echiquier Positive Impact Europe	-1.86%
DNCA Invest Beyond Semperosa	-2.11%
Triodos Future Generations	-2.75%
BDL Transitions Megatrends	-2.97%
Triodos Impact Mixed	-3.43%
Aesculape SRI	-6.58%
Triodos Global Equities Impact	-7.97%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	16.78%
Jupiter Dynamic Bond	1.96%
Income Euro Sélection	1.93%
Carmignac Portfolio Credit	1.90%
Axiom Short Duration Bond	1.81%
Axiom Obligataire	1.78%
FTGF Brandywine Global Income Optimiser Fund	1.57%
Alken Fund Income Opportunities	1.48%
SLF (LUX) Bond High Yield Opportunity 2026	1.46%
DNCA Invest Credit Conviction	1.40%
Ostrum SRI Crossover	1.34%
IVO Global Opportunities	1.28%
La Française Credit Innovation	1.24%
R-co Conviction Credit Euro	1.16%
Groupama Alpha Fixed Income Plus	1.05%
Mandarine Credit Opportunities	0.99%
Tailor Crédit Rendement Cible	0.96%
Schelcher Global Yield 2028	0.92%
Tikehau 2027	0.90%
Pluvalca Credit Opportunities 2028	0.89%
Tikehau 2029	0.86%
Epsilon Euro Bond	0.82%
IVO EM Corporate Debt Short Duration SRI	0.79%
Ofi Invest High Yield 2029	0.74%
Ofi Invest Alpha Yield	0.68%
M All Weather Bonds	0.63%
Tikehau European High Yield	0.59%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.57%
Omnibond	0.54%
La Française Rendement Global 2028	0.46%
Auris Euro Rendement	0.44%
Tailor Credit 2028	0.34%
EdR Fund Bond Allocation	0.33%
Auris Investment Grade	0.30%
Sanso Short Duration	0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional	0.15%
Richelieu Euro Credit Unconstrained	0.08%
LO Funds - Short-Term Money Market CHF	0.03%
IVO EM Corporate Debt UCITS	-0.09%
Eiffel Rendement 2028	-0.24%
Lazard Credit Opportunities	-0.77%
AXA IM FIIS US Short Duration High Yield	-7.59%
Amundi Cash USD	-7.75%