CAC 40 Perf Jour Perf Ytd
8114.74 -0.09% +9.94%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 23.84%
Ginjer Actifs 360 Grand Prix de la Finance 23.06%
Moneta Long Short 21.74%
GF Ambition Solidaire 20.32%
Clartan Valeurs 19.79%
R-co Valor Grand Prix de la Finance 16.32%
BDL Rempart Grand Prix de la Finance 16.13%
AXA WF Global Optimal Income 14.41%
Claresco Allocation Flexible 14.35%
M&G (Lux) Dynamic Allocation Fund 12.79%
Carmignac Patrimoine 11.42%
ELEVA Global Multi Opportunities 10.91%
R-co Valor Balanced Grand Prix de la Finance 10.54%
Dorval Convictions 10.53%
First Eagle Amundi International Fund 10.36%
ELEVA AR - Dynamic 9.56%
Sienna Diversifié Flexible Monde 9.43%
Russell Inv. MAGS 9.28%
VEGA Patrimoine ISR 8.97%
Ruffer Total Return International 8.87%
GIS Global Multi Asset Income 8.72%
BNY Mellon Global Real Return Fund (EUR) 8.36%
Ofi Invest ESG MultiTrack 8.35%
Auris Diversified Beta 8.32%
Mandarine Solution 7.74%
Eurose Grand Prix de la Finance 7.49%
Dorval Global Allocation 7.10%
Nova Dynamique 6.73%
Elkano Global Fund 6.68%
Exane Ceres 6.55%
VALBOA Exclusif 5.06%
DNCA Invest Evolutif 5.02%
Sycomore Next Generation 5.00%
Tikehau International Cross Assets 4.76%
Echiquier ARTY SRI Grand Prix de la Finance 4.06%
Trusteam Optimum 3.26%
IDE Dynamic World Flexible 3.03%
VEGA Euro Rendement ISR 2.92%
Monocle Fund 2.88%
Tailor Allocation Defensive Grand Prix de la Finance 2.88%
ACATIS Value Event 1.26%
ODDO BHF Polaris Balanced -0.53%
Mansartis Investissements ISR -2.16%
Gay-Lussac Europe Flex -3.18%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 107.04%
Jupiter Financial Innovation 28.57%
Piquemal Houghton Global Equities 23.33%
Aperture European Innovation 22.00%
Candriam Equities L Oncology 21.36%
Digital Stars Europe 20.12%
Candriam Equities L Robotics & Innovative Technology 20.10%
R-co Thematic Blockchain Global Equity 20.00%
GemEquity 19.23%
Auris Gravity US Equity Fund 16.18%
Sienna Actions Bas Carbone 15.97%
Carmignac Investissement Grand Prix de la Finance 15.33%
Echiquier Artificial Intelligence Grand Prix de la Finance 14.53%
HMG Globetrotter 13.37%
Pictet - Clean Energy Transition Grand Prix de la Finance 13.36%
Groupama Global Disruption 12.61%
Sycomore Sustainable Tech 11.67%
Fidelity Global Technology 10.93%
Athymis Industrie 4.0 10.54%
Groupama Global Active Equity 10.30%
Square Megatrends Champions 9.28%
BNP Paribas Funds Disruptive Technology 8.57%
Eurizon Fund Equity Innovation 8.27%
FTGF ClearBridge Infrastructure Value 7.96%
Franklin Technology Fund 7.70%
AXA Aedificandi 7.57%
EdRS Global Resilience 7.40%
Sienna Actions Internationales 7.37%
EdR Fund Big Data Grand Prix de la Finance 6.67%
GIS Sycomore Ageing Population 6.51%
Thematics AI and Robotics 6.40%
JPMorgan Funds - US Technology 6.39%
R-co Thematic Real Estate 5.77%
Russell Inv. World Equity Fund 5.37%
Pictet - Digital 5.16%
ODDO BHF Artificial Intelligence 5.07%
Covéa Ruptures 4.43%
JPMorgan Funds - Global Dividend 4.16%
Palatine Amérique 3.84%
Echiquier World Equity Growth Grand Prix de la Finance 3.54%
DNCA Invest Beyond Semperosa 3.36%
Mandarine Global Transition 3.20%
Sanso Smart Climate Grand Prix de la Finance 2.97%
Claresco USA 2.57%
CPR Invest Climate Action 2.55%
Janus Henderson Horizon Global Sustainable Equity Fund 2.44%
M&G (Lux) Global Dividend Fund 1.57%
Echiquier Global Tech 1.24%
Covéa Actions Monde 1.10%
Thematics Water 0.95%
EdR Fund Healthcare 0.81%
Mirova Global Sustainable Equity 0.65%
BNP Paribas Aqua Grand Prix de la Finance 0.62%
Loomis Sayles U.S. Growth Equity 0.49%
Ofi Invest Grandes Marques 0.48%
AXA WF Robotech 0.43%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.08%
Comgest Monde Grand Prix de la Finance -0.27%
BNP Paribas US Small Cap -0.36%
FTGF Royce US Small Cap Opportunity Fund -0.52%
MS INVF Global Opportunity -0.62%
JPMorgan Funds - America Equity -0.97%
CPR Global Disruptive Opportunities -2.12%
Pictet - Water Grand Prix de la Finance -2.60%
Franklin U.S. Opportunities Fund -3.89%
ODDO BHF Global Equity Stars -4.20%
Thematics Meta -4.24%
Athymis Millennial -4.61%
Pictet - Security -5.00%
MS INVF Global Brands -12.37%
Franklin India Fund -14.79%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 11.29%
Pictet TR - Atlas Titan 11.21%
H2O Adagio 9.15%
RAM European Market Neutral Equities 7.74%
Syquant Capital - Helium Selection 7.00%
Fidelity Absolute Return Global Equity Fund 6.86%
Sienna Performance Absolue Défensif 6.40%
M&G (Lux) Episode Macro Fund 6.09%
Pictet TR - Atlas 6.02%
Exane Pleiade 5.03%
BNP Paribas Global Absolute Return Bond 4.96%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.92%
Cigogne UCITS Credit Opportunities 4.46%
AXA WF Euro Credit Total Return 3.84%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 2.54%
Candriam Bonds Credit Alpha 2.23%
Articles Produits

Palmarès des fonds diversifiés selon l'échelle de risque…

 

 

L'échelle de risque,de 1 à 7, est dite SRI (Synthetic Risk Indicator).

 

« Le SRI est une matrice intégrant le risque marché sur une dimension et le risque crédit sur une autre. Par exemple, pour un fonds multi-asset dont le risque crédit est de 4 et le risque marché de 4, le SRI sera de 5/7. Pour les fonds actions, le risque crédit est de 1 (aucun risque crédit) », explique Pictet Asset Management.

 

Palmarès de quelques fonds diversifiés selon leur SRI

 

SRI 2
Tailor Allocation Defensive +5,40% YTD
Dorval Global Conservative +3,87% YTD
SRI 3
DNCA Invest Evolutif +11,50% YTD
R-co Valor Balanced +10,40% YTD
Russell Inv. MAGS +9,13% YTD
Ofi Invest ESG MultiTrack +8,31% YTD
ODDO BHF Exklusiv : Polaris Balanced +7,54% YTD
BNY Mellon Global Real Return Fund (EUR) +6,65% YTD
Dorval Global Allocation +6,48% YTD
M&G (Lux) Dynamic Allocation Fund +6,37% YTD
Carmignac Patrimoine +5,79% YTD
Tikehau International Cross Assets +5,73% YTD
Sienna Diversifié Flexible Monde +5,27% YTD
VEGA Euro Rendement ISR +5,08% YTD
Echiquier Allocation Flexible +5,01% YTD
Equilibre Ecologique +4,76% YTD
GIS Global Multi Asset Income +4,65% YTD
Mandarine Solution +4,57% YTD
Exane Ceres +4,46% YTD
Sycomore Next Generation +4,36% YTD
Lazard Patrimoine Opportunities SRI +4,04% YTD
Echiquier ARTY SRI +3,92% YTD
Auris Diversified Beta +3,49% YTD
BDL Rempart +2,92% YTD
Moneta Long Short +2,90% YTD
Eurose +2,86% YTD
Exclusif 21 +2,57% YTD
Trusteam ROC Flex +2,23% YTD
JPMorgan Funds - Global Macro Opportunities +2,21% YTD
Ruffer Total Return International +1,67% YTD
Lazard Patrimoine SRI +1,27% YTD
Vivienne Ouessant +0,86% YTD
Gay-Lussac Europe Flex -2,04% YTD
SRI 4
First Eagle Amundi International Fund +14,92% YTD
R-co Valor +14,70% YTD
IDE Dynamic World Flexible +12,65% YTD
GF Ambition Solidaire +10,24% YTD
ACATIS Value Event +8,66% YTD
Mansartis Investissements ISR +7,75% YTD
Dorval Convictions +7,17% YTD
Ginjer Actifs 360 +5,27% YTD
VEGA Patrimoine ISR +4,15% YTD
Cogefi Flex Dynamic +2,15% YTD
SRI 5
H2O Moderato +3,23% YTD

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mercredi 2 octobre 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 55.22%
Alken Fund Small Cap Europe 54.07%
Indépendance Europe Small Grand Prix de la Finance 42.01%
Tailor Actions Avenir ISR 29.67%
Tocqueville Value Euro ISR 28.63%
JPMorgan Euroland Dynamic 27.92%
Groupama Opportunities Europe 24.42%
Moneta Multi Caps Grand Prix de la Finance 23.90%
Uzès WWW Perf 23.25%
BDL Convictions Grand Prix de la Finance 21.47%
IDE Dynamic Euro 19.99%
Indépendance France Small & Mid Grand Prix de la Finance 18.66%
VALBOA Engagement ISR 18.29%
Quadrige France Smallcaps 18.23%
Tocqueville Euro Equity ISR 18.08%
Ecofi Smart Transition 17.33%
R-co 4Change Net Zero Equity Euro 17.04%
Mandarine Premium Europe 15.34%
DNCA Invest Archer Mid-Cap Europe 14.92%
Lazard Small Caps Euro 14.49%
Sycomore Sélection Responsable 14.36%
Tikehau European Sovereignty 14.20%
EdR SICAV Tricolore Convictions 12.98%
Covéa Perspectives Entreprises 12.54%
Sycomore Europe Happy @ Work 12.18%
Groupama Avenir PME Europe 11.79%
Europe Income Family 10.24%
Mandarine Europe Microcap 9.98%
Fidelity Europe 9.81%
ADS Venn Collective Alpha Europe 9.30%
Mirova Europe Environmental Equity 9.09%
Gay-Lussac Microcaps Europe 8.67%
HMG Découvertes 8.20%
Norden SRI 6.69%
Mandarine Unique 5.66%
Tocqueville Croissance Euro ISR 5.40%
CPR Croissance Dynamique 5.27%
ELEVA Leaders Small & Mid Cap Europe 5.08%
Dorval Drivers Europe 4.76%
VEGA France Opportunités ISR 4.49%
VEGA Europe Convictions ISR 4.24%
LFR Euro Développement Durable ISR 3.26%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.67%
Amplegest Pricing Power Grand Prix de la Finance 0.78%
Eiffel Nova Europe ISR -4.59%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.03%
ADS Venn Collective Alpha US -6.39%
DNCA Invest SRI Norden Europe -7.09%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 30.97%
Axiom Emerging Markets Corporate Bonds 7.33%
IVO Global High Yield 6.55%
Carmignac Portfolio Credit 6.42%
IVO EM Corporate Debt UCITS 6.29%
LO Fallen Angels 6.13%
Axiom Obligataire Grand Prix de la Finance 6.02%
Lazard Credit Opportunities 5.88%
Lazard Credit Fi SRI 5.65%
FTGF Brandywine Global Income Optimiser Fund 5.58%
IVO EM Corporate Debt Short Duration SRI 5.41%
Income Euro Sélection 5.31%
Omnibond 5.31%
EdR SICAV Financial Bonds 5.16%
Jupiter Dynamic Bond 4.90%
La Française Credit Innovation 4.66%
Schelcher Global Yield 2028 4.58%
DNCA Invest Credit Conviction 4.56%
Axiom Short Duration Bond 4.55%
Tikehau European High Yield 4.41%
Ofi Invest High Yield 2029 4.20%
EdR SICAV Short Duration Credit 4.09%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 4.01%
Ostrum SRI Crossover 4.01%
Alken Fund Income Opportunities 3.84%
R-co Conviction Credit Euro 3.82%
Auris Investment Grade 3.77%
La Française Rendement Global 2028 3.74%
Hugau Obli 1-3 3.73%
Pluvalca Credit Opportunities 2028 3.68%
Ofi Invest Alpha Yield 3.64%
SLF (F) Opportunité High Yield 2028 3.62%
Hugau Obli 3-5 3.61%
Tikehau 2029 3.57%
Tikehau 2027 3.57%
EdR SICAV Millesima 2030 3.48%
Auris Euro Rendement 3.10%
Tailor Crédit Rendement Cible 3.09%
Eiffel Rendement 2028 3.08%
Tailor Credit 2028 3.01%
M All Weather Bonds 2.98%
EdR Fund Bond Allocation 2.82%
Mandarine Credit Opportunities 2.29%
Sanso Short Duration 1.60%
Epsilon Euro Bond 0.77%
LO Funds - Short-Term Money Market CHF 0.03%
AXA IM FIIS US Short Duration High Yield -5.78%
Amundi Cash USD -7.44%
Goldman Sachs Yen Liquid Reserves Fund Institutional -9.89%