CAC 40 Perf Jour Perf Ytd
8313.24 -0.18% +2.01%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 7.70%
Clartan Valeurs Grand Prix de la Finance 7.43%
Ginjer Actifs 360 Grand Prix de la Finance 6.31%
H2O Multistrategies 6.29%
First Eagle Amundi International Fund 5.69%
Nova Dynamique 4.24%
BNY Mellon Global Real Return Fund (EUR) 4.22%
GF Ambition Solidaire 4.03%
H2O Moderato Grand Prix de la Finance 3.62%
M&G (Lux) Dynamic Allocation Fund 3.61%
GIS Global Multi Asset Income 3.54%
Mandarine Solution 3.45%
Dorval Convictions 3.39%
Varenne Global 3.30%
Elkano Global Fund 2.97%
AXA WF Global Optimal Income 2.87%
Russell Inv. MAGS 2.65%
DNCA Invest Evolutif 2.64%
Dorval Global Allocation 2.33%
Varenne Valeur 2.23%
Eurose Grand Prix de la Finance 2.07%
Sienna Diversifié Flexible Monde 1.96%
Claresco Allocation Flexible 1.88%
Moneta Long Short 1.82%
VEGA Euro Rendement ISR Grand Prix de la Finance 1.72%
Echiquier ARTY SRI Grand Prix de la Finance 1.71%
R-co Valor Grand Prix de la Finance 1.56%
R-co Valor Balanced Grand Prix de la Finance 1.26%
VEGA Patrimoine ISR 1.24%
Carmignac Patrimoine Grand Prix de la Finance 1.18%
ELEVA Global Multi Opportunities 1.12%
Trusteam Optimum 0.98%
Tikehau International Cross Assets 0.90%
ODDO BHF Polaris Balanced 0.70%
Tailor Allocation Defensive Grand Prix de la Finance 0.61%
Mansartis Investissements ISR 0.36%
ACATIS Value Event -1.94%
IDE Dynamic World Flexible -1.96%
Exane Ceres -2.85%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines 18.42%
CM-AM Global Gold 16.94%
IAM Space 14.08%
Templeton Emerging Markets Fund 11.55%
Aperture European Innovation 10.15%
SKAGEN Kon-Tiki 9.63%
Pictet - Clean Energy Transition 9.37%
GemEquity 9.12%
Piquemal Houghton Global Equities Grand Prix de la Finance 8.23%
BNP Paribas Aqua 7.77%
Longchamp Dalton Japan Long Only 7.74%
FTGF ClearBridge Infrastructure Value Fund 7.53%
Thematics Water 7.40%
M&G (Lux) European Strategic Value Fund 7.17%
Athymis Industrie 4.0 6.52%
M&G (Lux) Global Dividend Fund 5.94%
EdR SICAV Global Resilience 5.40%
HMG Globetrotter 5.29%
H2O Multiequities 5.12%
Mandarine Global Transition 4.92%
AXA Aedificandi 4.67%
Sienna Actions Bas Carbone 4.11%
Sycomore Sustainable Tech 4.08%
Groupama Global Active Equity 3.86%
BNP Paribas US Small Cap 3.85%
Candriam Equities L Robotics & Innovative Technology 3.35%
Groupama Global Disruption 3.32%
DNCA Invest Sustain Semperosa 3.20%
JPMorgan Funds - Global Dividend 3.18%
R-co Thematic Real Estate Grand Prix de la Finance 3.13%
EdR Fund Healthcare 2.38%
Sienna Actions Internationales 1.99%
GIS Sycomore Ageing Population 1.94%
Claresco USA 1.66%
Palatine Amérique 1.62%
Candriam Equities L Oncology 1.43%
Fidelity Global Technology 1.14%
FTGF Putnam US Research Fund 0.64%
Echiquier World Equity Growth -0.05%
JPMorgan Funds - America Equity -0.06%
Athymis Millennial -0.17%
EdR Fund Big Data Grand Prix de la Finance -0.83%
Auris Gravity US Equity Fund -1.10%
Mirova Global Sustainable Equity -1.18%
Carmignac Investissement -1.21%
Ofi Invest Grandes Marques -1.34%
Thematics AI and Robotics -1.56%
Echiquier Global Tech -1.72%
Thematics Meta -2.31%
Franklin Technology Fund -2.37%
Pictet-Robotics -2.80%
BNP Paribas Funds Disruptive Technology -2.94%
Comgest Monde Grand Prix de la Finance -3.55%
ODDO BHF Artificial Intelligence -4.31%
Square Megatrends Champions -4.50%
Loomis Sayles U.S. Growth Equity -5.97%
Echiquier Artificial Intelligence Grand Prix de la Finance -6.22%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -7.59%
Pictet - Digital -9.19%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 3.50%
ELEVA Absolute Return Dynamic 2.65%
Pictet TR - Sirius 2.61%
H2O Adagio 1.93%
Pictet TR - Atlas 1.73%
Alken Fund Absolute Return Europe 1.66%
Candriam Absolute Return Equity Market Neutral 1.54%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.29%
ELEVA Global Bonds Opportunities 1.17%
AXA WF Euro Credit Total Return 1.16%
Schelcher Optimal Income 1.01%
Sienna Performance Absolue Défensif 0.94%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.64%
Cigogne UCITS Credit Opportunities 0.55%
Candriam Bonds Credit Alpha 0.34%
JPMorgan Funds - Europe Equity Absolute Alpha 0.13%
BNP Paribas Global Absolute Return Bond 0.02%
Jupiter Merian Global Equity Absolute Return -0.59%
Fidelity Absolute Return Global Equity Fund -0.62%
Exane Pleiade Grand Prix de la Finance -0.91%
MacroSphere Global Fund -1.23%
RAM European Market Neutral Equities -1.55%
Articles Produits

Palmarès : Très intéressant de comparer les performances de quelques fonds diversifiés sur 5 ans…

 

FONDS PERF 5 ANS (annualisée)
IDE Dynamic World Flexible +9,17%
R-co Valor +8,58%
Exclusif 21 +8,54%
BDL Rempart +8,44%
Ginjer Actifs 360 +8,06%
GF Ambition Solidaire +8,04%
ACATIS Value Event +7,67%
First Eagle Amundi International Fund +7,42%
DNCA Invest Evolutif +6,03%
Lazard Patrimoine Opportunities SRI +5,78%
Gay-Lussac Europe Flex +5,22%
Mansartis Investissements ISR +4,91%
Ecofi Agir Pour Le Climat +4,68%
OFI Invest ESG MultiTrack +4,62%
VEGA Patrimoine ISR +4,51%
R-co Valor Balanced +4,47%
Cogefi Flex Dynamic +4,41%
GIS Global Multi Asset Income +4,37%
ODDO BHF Exklusiv : Polaris Balanced +4,24%
Mandarine Solution +4,23%
Ruffer Total Return International +4,19%
M&G (Lux) Dynamic Allocation Fund +3,87%
Dorval Global Allocation +3,84%
Moneta Long Short +3,70%
Trusteam ROC Flex +3,49%
Dorval Convictions +3,31%
Auris Diversified Beta +3,08%
Russell Inv. MAGS +3,08%
Eurose +2,95%
Carmignac Patrimoine +2,95%
Echiquier ARTY SRI +2,72%
Lazard Patrimoine SRI +2,21%
CPR Croissance Réactive +2,08%
Sextant Grand Large +2,06%
BNY Mellon Global Real Return Fund (EUR) +2,01%
Dorval Global Conservative +1,93%
Tikehau International Cross Assets +1,84%
VEGA Euro Rendement ISR +1,79%
Tailor Allocation Defensive +1,68%
Sycomore Next Generation +1,58%
H2O Moderato +1,56%
Invest Latitude Patrimoine +0,36%
Invest Latitude Equilibre -0,48%
Vivienne Ouessant -0,53%
JPMorgan Funds - Global Macro Opportunities -0,72%

 

Données Morningstar au 24 mai 2024

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le vendredi 24 mai 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Ginjer Detox European Equity 8.65%
BDL Convictions Grand Prix de la Finance 8.65%
Chahine Funds - Equity Continental Europe 7.17%
Mandarine Premium Europe 6.71%
Groupama Opportunities Europe 6.29%
CPR Invest - European Strategic Autonomy 6.14%
Indépendance Europe Mid 6.00%
Pluvalca Initiatives PME 5.48%
Echiquier Agenor SRI Mid Cap Europe 5.26%
Tikehau European Sovereignty 5.07%
Sycomore Europe Happy @ Work 4.98%
JPMorgan Euroland Dynamic 4.80%
INOCAP France Smallcaps 4.79%
Sycomore Sélection Responsable 4.66%
IDE Dynamic Euro 4.39%
Tocqueville Euro Equity ISR 4.38%
Mandarine Unique 4.26%
R-co 4Change Net Zero Equity Euro 4.19%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.92%
Fidelity Europe 3.91%
Moneta Multi Caps Grand Prix de la Finance 3.78%
Alken European Opportunities 3.60%
Mandarine Europe Microcap 3.57%
Indépendance France Small & Mid Grand Prix de la Finance 3.40%
Tailor Actions Entrepreneurs 3.33%
Tocqueville Value Euro ISR 3.05%
Europe Income Family 3.02%
VALBOA Engagement 2.93%
VEGA Europe Convictions ISR 2.91%
Tocqueville Croissance Euro ISR 2.88%
Lazard Small Caps Euro 2.68%
HMG Découvertes 2.49%
Gay-Lussac Microcaps Europe 2.26%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 2.21%
ODDO BHF Active Small Cap 2.17%
Maxima 2.11%
Axiom European Banks Equity 2.11%
LFR Inclusion Responsable ISR 2.11%
Amplegest Pricing Power Grand Prix de la Finance 1.98%
Uzès WWW Perf 1.79%
VEGA France Opportunités ISR 1.47%
Dorval Drivers Europe 0.09%
Tailor Actions Avenir ISR 0.09%
DNCA Invest SRI Norden Europe -0.60%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -0.93%
Groupama Avenir PME Europe Grand Prix de la Finance -1.05%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 6.54%
Templeton Global Total Return Fund 3.13%
Jupiter Dynamic Bond 2.12%
LO Funds - Short-Term Money Market CHF 2.04%
Lazard Credit Opportunities 1.60%
CPR Absolute Return Bond 1.53%
IVO EM Corporate Debt Short Duration SRI 1.33%
R-co Conviction Credit Euro Grand Prix de la Finance 1.15%
EdR SICAV Financial Bonds 1.08%
Carmignac Portfolio Credit 1.08%
Axiom Obligataire Grand Prix de la Finance 1.04%
M&G (Lux) Emerging Markets Bond Fund 1.04%
Omnibond 1.04%
Lazard Credit Fi SRI 1.00%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 0.99%
Axiom Emerging Markets Corporate Bonds 0.99%
Lazard Euro Short Duration Income Opportunities SRI 0.95%
EdR Fund Bond Allocation 0.95%
IVO Global High Yield 0.90%
Ostrum Euro High Income Fund 0.87%
Mandarine Credit Opportunities 0.80%
Hugau Obli 3-5 0.80%
DNCA Invest Credit Conviction 0.77%
M International Convertible 2028 0.76%
Tailor Crédit Rendement Cible 0.70%
LO Fallen Angels 0.68%
Ofi Invest Alpha Yield 0.64%
Hugau Obli 1-3 0.63%
Franklin Euro Short Duration Bond Fund 0.63%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.62%
Ostrum SRI Crossover 0.62%
Tikehau European High Yield 0.62%
Tikehau 2031 0.58%
Auris Euro Rendement 0.58%
EdR SICAV Millesima 2030 0.56%
Sycoyield 2030 0.52%
Income Euro Sélection 0.47%
Axiom Short Duration Bond 0.46%
EdR SICAV Short Duration Credit 0.43%
SLF (F) Opportunité High Yield 2028 0.38%
Eiffel High Yield Low Carbon 0.36%
La Française Credit Innovation 0.32%
Eiffel Rendement 2030 0.23%
Amundi Cash USD -1.00%