CAC 40	Perf Jour	Perf Ytd
8121.07	-0.44%	+10.03%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	23.75%
Moneta Long Short	21.12%
Ginjer Actifs 360	19.91%
H2O Moderato	18.61%
Clartan Valeurs	18.53%
R-co Valor	15.72%
AXA WF Global Optimal Income	15.56%
Claresco Allocation Flexible	14.89%
BDL Rempart	14.51%
Carmignac Patrimoine	12.90%
M&G (Lux) Dynamic Allocation Fund	12.11%
ELEVA Global Multi Opportunities	12.10%
Dorval Convictions	10.64%
R-co Valor Balanced	10.32%
ELEVA AR - Dynamic	9.94%
VEGA Patrimoine ISR	9.74%
Sienna Diversifié Flexible Monde	9.29%
Russell Inv. MAGS	9.03%
Ofi Invest ESG MultiTrack	8.89%
Ruffer Total Return International	8.64%
GIS Global Multi Asset Income	8.54%
First Eagle Amundi International Fund	8.51%
Exane Ceres	8.29%
Mandarine Solution	8.05%
BNY Mellon Global Real Return Fund (EUR)	7.81%
Auris Diversified Beta	7.80%
Eurose	7.46%
Elkano Global Fund	7.33%
Nova Dynamique	7.21%
Dorval Global Allocation	6.68%
VALBOA Exclusif	5.80%
DNCA Invest Evolutif	5.57%
IDE Dynamic World Flexible	5.08%
Sycomore Next Generation	4.92%
Tikehau International Cross Assets	4.79%
Echiquier ARTY SRI	4.65%
Monocle Fund	3.91%
Trusteam Optimum	3.65%
VEGA Euro Rendement ISR	3.33%
Tailor Allocation Defensive	3.32%
ACATIS Value Event	1.80%
ODDO BHF Polaris Balanced	0.74%
Mansartis Investissements ISR	-0.51%
Gay-Lussac Europe Flex	-2.42%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	85.11%
R-co Thematic Blockchain Global Equity	30.21%
Jupiter Financial Innovation	27.91%
GemEquity	24.15%
Candriam Equities L Robotics & Innovative Technology	23.64%
Aperture European Innovation	21.75%
Echiquier Artificial Intelligence	21.36%
Digital Stars Europe	19.62%
Carmignac Investissement	18.14%
Piquemal Houghton Global Equities	17.84%
Auris Gravity US Equity Fund	17.44%
Tikehau European Sovereignty	17.04%
Sycomore Sustainable Tech	16.76%
Sienna Actions Bas Carbone	16.25%
Athymis Industrie 4.0	14.79%
JPMorgan Funds - US Technology	13.82%
Fidelity Global Technology	12.86%
HMG Globetrotter	12.83%
Franklin Technology Fund	12.74%
Pictet - Clean Energy Transition	12.69%
BNP Paribas Funds Disruptive Technology	12.26%
Square Megatrends Champions	11.60%
Pictet - Digital	11.50%
Groupama Global Disruption	11.19%
Thematics AI and Robotics	11.00%
Groupama Global Active Equity	10.43%
EdRS Global Resilience	9.93%
AXA Aedificandi	9.91%
ODDO BHF Artificial Intelligence	9.88%
Eurizon Fund Equity Innovation	7.92%
Candriam Equities L Oncology	7.59%
Sienna Actions Internationales	7.29%
R-co Thematic Real Estate	7.21%
FTGF ClearBridge Infrastructure Value	6.97%
Echiquier Global Tech	6.67%
GIS Sycomore Ageing Population	6.51%
Palatine Amérique	6.27%
Mandarine Global Transition	5.98%
Janus Henderson Horizon Global Sustainable Equity Fund	5.90%
Covéa Ruptures	4.72%
CPR Invest Climate Action	4.68%
Russell Inv. World Equity Fund	4.63%
EdR Fund Big Data	4.59%
DNCA Invest Beyond Semperosa	3.91%
MS INVF Global Opportunity	3.91%
JPMorgan Funds - Global Dividend	3.90%
Echiquier World Equity Growth	3.89%
Sanso Smart Climate	3.82%
Loomis Sayles U.S. Growth Equity	2.54%
Mirova Global Sustainable Equity	2.53%
Claresco USA	2.17%
Covéa Actions Monde	2.12%
BNP Paribas Aqua	1.80%
Comgest Monde	1.51%
CPR Global Disruptive Opportunities	1.37%
AXA WF Robotech	1.06%
Thematics Water	0.94%
Ofi Invest Grandes Marques	0.83%
M&G (Lux) Global Listed Infrastructure Fund	0.07%
FTGF Royce US Small Cap Opportunity Fund	-0.08%
JPMorgan Funds - America Equity	-0.24%
Franklin U.S. Opportunities Fund	-1.20%
ODDO BHF Global Equity Stars	-2.04%
Pictet - Security	-2.06%
Pictet - Water	-2.41%
M&G (Lux) Global Dividend Fund	-2.91%
Thematics Meta	-3.03%
BNP Paribas US Small Cap	-3.24%
Athymis Millennial	-3.32%
EdR Fund Healthcare	-4.51%
MS INVF Global Brands	-10.80%
Franklin India Fund	-12.90%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	12.41%
H2O Adagio	8.06%
RAM European Market Neutral Equities	7.75%
Jupiter Merian Global Equity Absolute Return	7.73%
Sienna Performance Absolue Défensif	7.03%
Pictet TR - Atlas	6.57%
M&G (Lux) Episode Macro Fund	6.54%
Fidelity Absolute Return Global Equity Fund	6.35%
Syquant Capital - Helium Selection	6.28%
BNP Paribas Global Absolute Return Bond	5.68%
DNCA Invest Alpha Bonds	4.92%
Cigogne UCITS Credit Opportunities	4.34%
Exane Pleiade	4.28%
AXA WF Euro Credit Total Return	4.18%
Candriam Bonds Credit Alpha	2.11%
Candriam Absolute Return Equity Market Neutral	0.14%

Tableau de bord de la gestion diversifiée...

Commentaire EOS Allocations :

Hormis Ginjer Actifs 360 et DNCA Invest Evolutif, les fonds du panel sont sur des niveaux bas d’exposition relative et des sensibilités élevées. Très peu de changements au cours du mois.

Publié le jeudi 11 juillet 2024

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	54.22%
Axiom European Banks Equity	51.83%
Indépendance Europe Small	41.95%
Tailor Actions Avenir ISR	32.02%
JPMorgan Euroland Dynamic	27.22%
Tocqueville Value Euro ISR	25.80%
Uzès WWW Perf	24.57%
IDE Dynamic Euro	23.90%
Moneta Multi Caps	23.61%
Groupama Opportunities Europe	23.03%
BDL Convictions	20.34%
Quadrige France Smallcaps	20.29%
Indépendance France Small & Mid	20.11%
Tocqueville Euro Equity ISR	18.40%
Ecofi Smart Transition	17.83%
R-co 4Change Net Zero Equity Euro	16.68%
DNCA Invest Archer Mid-Cap Europe	16.42%
VALBOA Engagement ISR	16.14%
Mandarine Premium Europe	15.26%
Sycomore Sélection Responsable	15.15%
Lazard Small Caps Euro	14.32%
Covéa Perspectives Entreprises	13.76%
EdR SICAV Tricolore Convictions	13.62%
Sycomore Europe Happy @ Work	12.97%
Mandarine Europe Microcap	12.55%
Europe Income Family	12.01%
Groupama Avenir PME Europe	11.81%
Fidelity Europe	10.66%
Gay-Lussac Microcaps Europe	9.21%
Mirova Europe Environmental Equity	8.99%
ADS Venn Collective Alpha Europe	8.74%
ELEVA Leaders Small & Mid Cap Europe	7.22%
Tocqueville Croissance Euro ISR	7.18%
HMG Découvertes	6.88%
VEGA France Opportunités ISR	6.60%
Norden SRI	6.48%
Dorval Drivers Europe	6.29%
LFR Euro Développement Durable ISR	6.00%
Mandarine Unique	5.92%
CPR Croissance Dynamique	5.57%
VEGA Europe Convictions ISR	4.89%
Amplegest Pricing Power	3.47%
Echiquier Agenor SRI Mid Cap Europe	3.44%
Echiquier Major SRI Growth Europe	-2.75%
Eiffel Nova Europe ISR	-3.03%
DNCA Invest SRI Norden Europe	-5.02%
ADS Venn Collective Alpha US	-6.60%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	16.68%
Dorval European Climate Initiative	15.96%
BDL Transitions Megatrends	13.28%
EdR SICAV Euro Sustainable Equity	11.49%
Palatine Europe Sustainable Employment	10.66%
La Française Credit Innovation	4.40%
DNCA Invest Beyond Semperosa	3.91%
Triodos Impact Mixed	1.57%
Triodos Global Equities Impact	0.99%
Aesculape SRI	0.38%
Echiquier Positive Impact Europe	-0.56%
Triodos Future Generations	-1.24%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	26.70%
Axiom Emerging Markets Corporate Bonds	6.85%
Carmignac Portfolio Credit	6.46%
IVO Global High Yield	6.38%
Axiom Obligataire	6.20%
IVO EM Corporate Debt UCITS	5.99%
LO Fallen Angels	5.69%
Lazard Credit Fi SRI	5.60%
Jupiter Dynamic Bond	5.26%
IVO EM Corporate Debt Short Duration SRI	5.21%
Income Euro Sélection	5.14%
EdR SICAV Financial Bonds	5.14%
FTGF Brandywine Global Income Optimiser Fund	5.13%
Lazard Credit Opportunities	4.97%
DNCA Invest Credit Conviction	4.80%
Omnibond	4.60%
Schelcher Global Yield 2028	4.53%
Axiom Short Duration Bond	4.49%
La Française Credit Innovation	4.40%
Tikehau European High Yield	4.12%
R-co Conviction Credit Euro	4.05%
Ofi Invest High Yield 2029	3.99%
EdR SICAV Short Duration Credit	3.98%
Ostrum SRI Crossover	3.94%
Alken Fund Income Opportunities	3.94%
Ofi Invest Alpha Yield	3.80%
Tikehau 2029	3.79%
Hugau Obli 1-3	3.67%
Hugau Obli 3-5	3.64%
M All Weather Bonds	3.60%
Auris Investment Grade	3.55%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.53%
La Française Rendement Global 2028	3.49%
EdR SICAV Millesima 2030	3.43%
Pluvalca Credit Opportunities 2028	3.29%
SLF (F) Opportunité High Yield 2028	3.27%
Tikehau 2027	3.18%
Tailor Crédit Rendement Cible	3.15%
Auris Euro Rendement	3.12%
EdR Fund Bond Allocation	2.98%
Tailor Credit 2028	2.88%
Eiffel Rendement 2028	2.50%
Mandarine Credit Opportunities	2.31%
Epsilon Euro Bond	1.65%
Sanso Short Duration	1.48%
LO Funds - Short-Term Money Market CHF	1.18%
AXA IM FIIS US Short Duration High Yield	-5.58%
Amundi Cash USD	-6.95%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-8.37%