CAC 40 Perf Jour Perf Ytd
7702.53 +0.36% +4.4%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 19.89%
H2O Moderato 19.41%
BDL Rempart Grand Prix de la Finance 17.26%
Moneta Long Short 16.01%
Ginjer Actifs 360 Grand Prix de la Finance 15.71%
Claresco Allocation Flexible 10.52%
R-co Valor Grand Prix de la Finance 9.37%
Carmignac Patrimoine 8.75%
Clartan Valeurs 8.71%
Dorval Convictions 7.65%
M&G (Lux) Dynamic Allocation Fund 7.44%
AXA WF Global Optimal Income 7.06%
Exane Ceres 7.04%
R-co Valor Balanced Grand Prix de la Finance 6.46%
Ruffer Total Return International 6.44%
ELEVA AR - Dynamic 6.24%
VEGA Patrimoine ISR 6.18%
Eurose Grand Prix de la Finance 6.03%
Sienna Diversifié Flexible Monde 5.87%
Auris Diversified Beta 5.75%
ELEVA Global Multi Opportunities 5.63%
Russell Inv. MAGS 5.30%
Ofi Invest ESG MultiTrack 5.20%
Mandarine Solution 4.61%
Dorval Global Allocation 4.24%
BNY Mellon Global Real Return Fund (EUR) 4.22%
Monocle Fund 4.15%
GIS Global Multi Asset Income 3.97%
Elkano Global Fund 3.86%
Tikehau International Cross Assets 3.07%
First Eagle Amundi International Fund 3.02%
Sycomore Next Generation 2.83%
Echiquier ARTY SRI Grand Prix de la Finance 2.72%
Trusteam Optimum 2.61%
DNCA Invest Evolutif 2.26%
Tailor Allocation Defensive Grand Prix de la Finance 2.00%
VEGA Euro Rendement ISR 1.27%
ACATIS Value Event 0.97%
Lazard Patrimoine SRI 0.05%
IDE Dynamic World Flexible -0.38%
VALBOA Exclusif -0.72%
Nova Dynamique -1.46%
Gay-Lussac Europe Flex -1.63%
ODDO BHF Polaris Balanced -1.74%
Mansartis Investissements ISR -3.20%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 65.42%
Jupiter Financial Innovation 23.27%
Piquemal Houghton Global Equities 15.02%
Aperture European Innovation 14.07%
Digital Stars Europe 13.83%
Auris Gravity US Equity Fund 13.27%
Tikehau European Sovereignty 11.92%
Sienna Actions Bas Carbone 9.26%
R-co Thematic Blockchain Global Equity 8.34%
Candriam Equities L Robotics & Innovative Technology 8.27%
AXA Aedificandi 8.08%
Carmignac Investissement Grand Prix de la Finance 7.53%
Athymis Industrie 4.0 7.28%
R-co Thematic Real Estate 6.93%
HMG Globetrotter 5.79%
Echiquier Artificial Intelligence Grand Prix de la Finance 4.85%
Square Megatrends Champions 4.66%
VIA Smart Equity World 4.27%
Sycomore Sustainable Tech 3.20%
GIS Sycomore Ageing Population 2.79%
Groupama Global Active Equity 2.62%
Candriam Equities L Oncology 2.40%
Pictet - Digital 2.33%
Groupama Global Disruption 1.97%
Janus Henderson Horizon Global Sustainable Equity Fund 1.63%
FTGF ClearBridge Infrastructure Value 1.54%
Franklin Technology Fund 1.44%
EdR Fund Big Data Grand Prix de la Finance 1.26%
Fidelity Global Technology 1.25%
Sienna Actions Internationales 1.16%
BNP Paribas Aqua Grand Prix de la Finance 0.68%
JPMorgan Funds - Global Dividend 0.39%
Palatine Amérique 0.39%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.39%
Mandarine Global Transition 0.28%
ODDO BHF Artificial Intelligence 0.11%
MS INVF Global Opportunity -0.10%
BNP Paribas Funds Disruptive Technology -0.11%
DNCA Invest Beyond Semperosa -0.32%
Covéa Ruptures -0.39%
Thematics Water -0.40%
JPMorgan Funds - US Technology -0.56%
Russell Inv. World Equity Fund -0.59%
Sanso Smart Climate Grand Prix de la Finance -0.59%
Echiquier World Equity Growth Grand Prix de la Finance -0.64%
Pictet - Water Grand Prix de la Finance -0.66%
Eurizon Fund Equity Innovation -0.78%
Thematics AI and Robotics -0.79%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.51%
CPR Invest Climate Action -1.65%
Mirova Global Sustainable Equity -2.64%
Comgest Monde Grand Prix de la Finance -3.09%
M&G (Lux) Global Dividend Fund -3.41%
Covéa Actions Monde -3.58%
Loomis Sayles U.S. Growth Equity -3.60%
Ofi Invest Grandes Marques -4.04%
Echiquier Global Tech -4.07%
BNP Paribas US Small Cap -4.12%
Pictet - Security -4.81%
Thematics Meta -4.84%
JPMorgan Funds - America Equity -4.84%
Claresco USA -5.16%
EdR Fund Healthcare -5.47%
Franklin U.S. Opportunities Fund -5.52%
FTGF Royce US Small Cap Opportunity Fund -5.59%
AXA WF Robotech -5.61%
EdR Fund US Value -5.69%
ODDO BHF Global Equity Stars -5.73%
Athymis Millennial -5.96%
CPR Global Disruptive Opportunities -7.14%
MS INVF Global Brands -7.31%
Franklin India Fund -14.54%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 8.20%
RAM European Market Neutral Equities 7.32%
H2O Adagio 7.31%
Pictet TR - Atlas Titan 6.41%
BNP Paribas Global Absolute Return Bond 6.01%
Sienna Performance Absolue Défensif 5.50%
Syquant Capital - Helium Selection 4.89%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.65%
Pictet TR - Atlas 3.64%
M&G (Lux) Episode Macro Fund 3.60%
Cigogne UCITS Credit Opportunities 3.56%
AXA WF Euro Credit Total Return 3.30%
Exane Pleiade 3.24%
Fidelity Absolute Return Global Equity Fund 2.96%
Candriam Bonds Credit Alpha 1.92%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.91%
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
Alken Fund Small Cap Europe 44.31%
Axiom European Banks Equity Grand Prix de la Finance 42.76%
Indépendance Europe Small Grand Prix de la Finance 36.46%
Tailor Actions Avenir ISR 25.84%
Tocqueville Value Euro ISR 21.78%
IDE Dynamic Euro 21.61%
BDL Convictions Grand Prix de la Finance 20.45%
JPMorgan Euroland Dynamic 20.36%
Groupama Opportunities Europe 20.23%
Uzès WWW Perf 19.38%
Indépendance France Small & Mid Grand Prix de la Finance 19.22%
VALBOA Engagement ISR 16.85%
Moneta Multi Caps Grand Prix de la Finance 16.55%
Quadrige France Smallcaps 15.34%
DNCA Invest Archer Mid-Cap Europe 14.41%
Mandarine Premium Europe 12.96%
Richelieu Family 12.76%
R-co 4Change Net Zero Equity Euro 12.45%
Covéa Perspectives Entreprises 11.71%
Ecofi Smart Transition 10.84%
Tocqueville Euro Equity ISR 10.79%
Europe Income Family 10.44%
Sycomore Sélection Responsable 10.17%
Mandarine Europe Microcap 10.14%
Gay-Lussac Microcaps Europe 9.40%
EdR SICAV Tricolore Convictions 8.69%
Groupama Avenir PME Europe 8.20%
Sycomore Europe Happy @ Work 7.59%
Fidelity Europe 6.60%
ELEVA Leaders Small & Mid Cap Europe 5.29%
Mirova Europe Environmental Equity 5.03%
Mandarine Unique 4.50%
ADS Venn Collective Alpha Europe 4.41%
HMG Découvertes 4.19%
Dorval Drivers Europe 3.61%
Norden SRI 3.08%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.73%
CPR Croissance Dynamique 1.08%
Lazard Small Caps France 0.95%
LFR Euro Développement Durable ISR 0.42%
VEGA France Opportunités ISR 0.22%
Tocqueville Croissance Euro ISR -0.53%
Amplegest Pricing Power Grand Prix de la Finance -0.54%
VEGA Europe Convictions ISR -2.00%
DNCA Invest SRI Norden Europe -4.35%
Eiffel Nova Europe ISR -5.55%
ADS Venn Collective Alpha US -7.57%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -8.09%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 24.89%
IVO Global High Yield 6.19%
Axiom Emerging Markets Corporate Bonds 5.92%
IVO EM Corporate Debt UCITS 5.15%
Carmignac Portfolio Credit 5.01%
Axiom Obligataire Grand Prix de la Finance 4.82%
LO Fallen Angels 4.80%
FTGF Brandywine Global Income Optimiser Fund 4.68%
Income Euro Sélection 4.63%
IVO EM Corporate Debt Short Duration SRI 4.48%
Schelcher Global Yield 2028 4.13%
Omnibond 3.99%
Tikehau European High Yield 3.72%
La Française Credit Innovation 3.70%
DNCA Invest Credit Conviction 3.57%
Jupiter Dynamic Bond 3.48%
Axiom Short Duration Bond 3.48%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.31%
SLF (LUX) Bond High Yield Opportunity 2026 3.26%
Alken Fund Income Opportunities 3.20%
Ostrum SRI Crossover 3.14%
Ofi Invest High Yield 2029 3.12%
R-co Conviction Credit Euro 3.03%
Lazard Credit Opportunities 2.99%
Ofi Invest Alpha Yield 2.98%
La Française Rendement Global 2028 2.88%
Tikehau 2029 2.83%
Tailor Credit 2028 2.75%
Pluvalca Credit Opportunities 2028 2.75%
Tikehau 2027 2.70%
Tailor Crédit Rendement Cible 2.64%
Auris Investment Grade 2.55%
Mandarine Credit Opportunities 2.50%
Auris Euro Rendement 2.43%
Eiffel Rendement 2028 2.21%
M All Weather Bonds 1.90%
Richelieu Euro Credit Unconstrained 1.82%
EdR Fund Bond Allocation 1.73%
Sanso Short Duration 1.17%
LO Funds - Short-Term Money Market CHF 0.17%
Epsilon Euro Bond 0.07%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.64%
AXA IM FIIS US Short Duration High Yield -7.64%
Amundi Cash USD -9.09%