CAC 40	Perf Jour	Perf Ytd
7694.44	+0.89%	+4.25%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	14.30%
BDL Rempart	13.45%
GF Ambition Solidaire	12.41%
Ginjer Actifs 360	8.91%
Moneta Long Short	8.66%
Dorval Convictions	6.55%
Exane Ceres	6.49%
Ruffer Total Return International	4.93%
Eurose	4.63%
VEGA Patrimoine ISR	3.86%
M&G (Lux) Dynamic Allocation Fund	3.23%
Carmignac Patrimoine	3.08%
Gay-Lussac Europe Flex	3.08%
Claresco Allocation Flexible	2.92%
Echiquier ARTY SRI	2.48%
ELEVA AR - Dynamic	2.47%
Auris Diversified Beta	2.12%
Trusteam Optimum	1.26%
VALBOA Exclusif	0.98%
VEGA Euro Rendement ISR	0.70%
BNY Mellon Global Real Return Fund (EUR)	0.68%
Sienna Diversifié Flexible Monde	0.58%
Dorval Global Allocation	0.58%
Tailor Allocation Defensive	0.33%
Sycomore Next Generation	0.09%
Tikehau International Cross Assets	-0.14%
ELEVA Global Multi Opportunities	-0.20%
AXA WF Global Optimal Income	-0.26%
R-co Valor Balanced	-0.28%
Elkano Global Fund	-0.68%
Lazard Patrimoine SRI	-0.80%
Ofi Invest ESG MultiTrack	-0.87%
ACATIS Value Event	-0.89%
Russell Inv. MAGS	-1.26%
R-co Valor	-1.38%
Mandarine Solution	-1.44%
DNCA Invest Evolutif	-1.72%
Echiquier Allocation Flexible	-2.86%
GIS Global Multi Asset Income	-3.03%
ODDO BHF Polaris Balanced	-3.53%
First Eagle Amundi International Fund	-3.59%
Monocle Fund	-4.10%
Mansartis Investissements ISR	-4.73%
IDE Dynamic World Flexible	-5.12%
Nova Dynamique	-5.67%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	34.03%
Sienna Actions Bas Carbone	7.81%
Aperture European Innovation	7.66%
Digital Stars Europe	6.73%
AXA Aedificandi	5.69%
Piquemal Houghton Global Equities	5.23%
R-co Thematic Real Estate	4.69%
Jupiter Financial Innovation	3.14%
GIS SRI Ageing Population	2.83%
FTGF ClearBridge Infrastructure Value	2.78%
DNCA Invest Beyond Semperosa	0.11%
M&G (Lux) Global Listed Infrastructure Fund	-0.72%
Athymis Industrie 4.0	-1.71%
HMG Globetrotter	-2.15%
Janus Henderson Horizon Global Sustainable Equity Fund	-2.29%
MS INVF Global Opportunity	-3.17%
BNP Paribas Aqua	-3.44%
Auris Gravity US Equity Fund	-3.73%
Thematics Water	-4.05%
JPMorgan Funds - Global Dividend	-4.61%
Pictet - Water	-4.70%
Mandarine Global Transition	-4.71%
MS INVF Global Brands	-4.76%
EdR Fund Big Data	-4.86%
VIA Smart Equity World	-5.47%
Carmignac Investissement	-5.90%
Candriam Equities L Oncology	-6.48%
Comgest Monde	-6.81%
Square Megatrends Champions	-6.86%
CPR Invest Climate Action	-7.30%
M&G (Lux) Global Dividend Fund	-7.36%
Candriam Equities L Robotics & Innovative Technology	-7.55%
Sienna Actions Internationales	-7.57%
Pictet - Digital	-7.60%
Thematics Meta	-7.73%
Fidelity Global Technology	-7.90%
Mirova Global Sustainable Equity	-7.96%
Pictet - Security	-8.16%
ODDO BHF Global Equity Stars	-8.78%
Sanso Smart Climate	-8.92%
Russell Inv. World Equity Fund	-9.29%
Echiquier World Equity Growth	-9.51%
Covéa Actions Monde	-9.74%
JPMorgan Funds - Global Select Equity	-9.91%
Groupama Global Active Equity	-10.00%
Covéa Ruptures	-10.15%
EdR Fund US Value	-10.92%
Sycomore Sustainable Tech	-11.01%
Echiquier Artificial Intelligence	-11.09%
Groupama Global Disruption	-11.10%
Ofi Invest ESG Grandes Marques	-11.21%
Athymis Millennial	-11.34%
EdR Fund Healthcare	-11.57%
ODDO BHF Artificial Intelligence	-12.39%
Franklin India Fund	-12.41%
Pictet - Clean Energy Transition	-12.52%
JPMorgan Funds - America Equity	-12.67%
Franklin U.S. Opportunities Fund	-12.96%
Eurizon Fund Equity Innovation	-12.97%
Thematics AI and Robotics	-13.15%
JPMorgan Funds - US Technology	-13.31%
Loomis Sayles U.S. Growth Equity	-14.13%
Tocqueville Global Tech ISR	-14.35%
Franklin Technology Fund	-14.65%
CPR Global Disruptive Opportunities	-15.11%
AXA WF Robotech	-15.52%
BNP Paribas Funds Disruptive Technology	-15.78%
BNP Paribas US Small Cap	-16.10%
Claresco USA	-16.12%
R-co Thematic Blockchain Global Equity	-16.59%
FTGF Royce US Small Cap Opportunity Fund	-18.75%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	6.39%
M&G (Lux) Episode Macro Fund	5.01%
H2O Adagio	4.98%
Jupiter Merian Global Equity Absolute Return	4.69%
BNP Paribas Global Absolute Return Bond	3.58%
Sienna Performance Absolue Défensif	2.84%
Exane Pleiade	2.37%
Fidelity Absolute Return Global Equity Fund	1.95%
DNCA Invest Alpha Bonds	1.81%
Cigogne UCITS Credit Opportunities	1.74%
Candriam Bonds Credit Alpha	1.45%
Syquant Capital - Helium Selection	1.43%
AXA WF Euro Credit Total Return	1.16%
Pictet TR - Atlas Titan	0.65%
Pictet TR - Atlas	0.51%
Candriam Absolute Return Equity Market Neutral	0.28%

Les fonds choisis par le FRR (Fonds de réserve pour les retraites) pour performer...

Voici la répartition de la poche OPC du portefeuille du FRR à fin 2024.

A noter que cette poche est passée de 3,3 milliards au S1 2024 à + de 3,9 milliards !

FONDS & POIDS DANS LE PORTEFEUILLE OPC

GROUPAMA TRESORERIE P : 11,65%
OFI RS MONETAIRE IC : 10,06%
SCHRODER ISF EMERGING MARKETS I EUR CAP : 9,31%
PICTET-EMERGING LOCAL CURRENCY DEBT-Z USD : 7,68%
THE COLCHESTER LOCAL MARKE ACCUM SHS -I PREMIE : 7,5%
FIDELITY FUNDS EMERGING MARKETS FUND I USD CAP : 5,64%
AVIVA INVESTORS FDS EMERG MARKETS BOND FD V$ C : 4,97%
UNION + : 4,5%
EMERGING MARKETS LOCAL CURRENCY BOND FUND SHS : 4,5%
AMUNDI 3 M I2 : 4,09%
TEMPLETON EMERGING MARKETS BOND FUND I USD CAP : 3,71%
ASHMORE-EMERGING MARKETS LOCAL CURRENCY BOND I : 3,31%
CPR INVEST GLOBAL DISRUPTIVE OPPORTUNITIES X2-EUR : 3,2%
PACIFIC NORTH OF SOUTH EM ALL CAP ACCUM SHS -I : 2,99%
PICTET-GLOBAL EMERGING DEBT-Z USD : 2,71%
VANGUARD EMERGING MARKETS BOND FUND INSTITUTION : 2,69%
RCGF - ROBECO QI EMERGING MARKETS ACTIVE EQUITIES : 2,68%
BLACKROCK EMERGING MARKETS FLEXI DYNAMIC BOND : 2,27%
EDMOND DE ROTHSCHILD FUND – BIG DATA P EUR : 2,05%
NATIXIS IF (LUX) I - THEMATICS SAFETY I/A EUR : 1,6%
BNP PARIBAS CASH INVEST I : 1,29%
ECHIQUIER FUND ARTIFICIAL INTELLIGENCE IXL : 1,15%
AXA COURT TERME I : 0,42%
AMUNDI EURO LIQUIDITY SHORT TERM SRI FCP UNITS : 0,02%
BFT MONETAIRE COURT TERME ISR SICAV : 0%

Publié le mardi 11 mars 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	26.97%
Axiom European Banks Equity	26.52%
Indépendance Europe Small	19.03%
Tailor Actions Avenir ISR	16.18%
Groupama Opportunities Europe	13.62%
BDL Convictions	13.38%
Indépendance France Small & Mid	10.74%
Uzès WWW Perf	10.03%
Covéa Perspectives Entreprises	9.90%
DNCA Invest Archer Mid-Cap Europe	9.23%
VALBOA Engagement ISR	9.19%
Richelieu Family	9.07%
Ecofi Smart Transition	8.40%
Tocqueville Euro Equity ISR	8.35%
Moneta Multi Caps	8.24%
EdR SICAV Tricolore Convictions	7.71%
Europe Income Family	7.50%
R-co 4Change Net Zero Equity Euro	7.44%
Fidelity Europe	6.54%
Mandarine Premium Europe	6.51%
Sycomore Europe Happy @ Work	6.40%
Quadrige France Smallcaps	6.01%
Mandarine Europe Microcap	5.40%
ADS Venn Collective Alpha Europe	4.61%
Dorval Drivers Europe	4.37%
ELEVA Leaders Small & Mid Cap Europe	3.70%
HMG Découvertes	3.40%
Mirova Europe Environmental Equity	3.12%
Gay-Lussac Microcaps Europe	2.57%
Sycomore Europe Eco Solutions	2.21%
Norden SRI	1.97%
Palatine Europe Sustainable Employment	1.86%
Mandarine Unique	1.22%
Echiquier Positive Impact Europe	0.39%
LFR Euro Développement Durable ISR	0.36%
Tocqueville Croissance Euro ISR	0.27%
Amplegest Pricing Power	-0.13%
VEGA France Opportunités ISR	-0.24%
Lazard Small Caps France	-0.41%
VEGA Europe Convictions ISR	-2.40%
DNCA Invest SRI Norden Europe	-2.43%
Eiffel Nova Europe ISR	-2.99%
Echiquier Major SRI Growth Europe	-3.20%
CPR Croissance Dynamique	-7.44%
ADS Venn Collective Alpha US	-13.48%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	7.84%
R-co 4Change Net Zero Equity Euro	7.44%
EdR SICAV Euro Sustainable Equity	6.49%
La Française Credit Innovation	1.21%
Echiquier Positive Impact Europe	0.39%
DNCA Invest Beyond Semperosa	0.11%
Triodos Future Generations	0.00%
Equilibre Ecologique	-1.02%
BDL Transitions Megatrends	-1.18%
Triodos Impact Mixed	-2.54%
Triodos Global Equities Impact	-6.36%
Aesculape SRI	-8.12%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	18.14%
Income Euro Sélection	1.90%
Carmignac Portfolio Credit	1.89%
Axiom Short Duration Bond	1.89%
Axiom Obligataire	1.84%
Jupiter Dynamic Bond	1.78%
DNCA Invest Credit Conviction	1.61%
Alken Fund Income Opportunities	1.59%
IVO Global Opportunities	1.57%
SLF (LUX) Bond High Yield Opportunity 2026	1.54%
Ostrum SRI Crossover	1.36%
La Française Credit Innovation	1.21%
Mandarine Credit Opportunities	1.15%
Epsilon Euro Bond	1.09%
IVO EM Corporate Debt Short Duration SRI	1.06%
R-co Conviction Credit Euro	1.04%
Groupama Alpha Fixed Income Plus	1.00%
FTGF Brandywine Global Income Optimiser Fund	0.99%
Tikehau 2027	0.98%
Pluvalca Credit Opportunities 2028	0.95%
Tailor Crédit Rendement Cible	0.89%
Tikehau 2029	0.88%
Schelcher Global Yield 2028	0.85%
Auris Investment Grade	0.68%
Ofi Invest High Yield 2029	0.67%
Tikehau European High Yield	0.64%
Ofi Invest Alpha Yield	0.63%
LO Funds - Short-Term Money Market CHF	0.62%
Omnibond	0.60%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.56%
Auris Euro Rendement	0.49%
La Française Rendement Global 2028	0.46%
Sanso Short Duration	0.34%
Tailor Credit 2028	0.33%
M All Weather Bonds	0.26%
EdR Fund Bond Allocation	-0.04%
Eiffel Rendement 2028	-0.19%
Richelieu Euro Credit Unconstrained	-0.21%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.46%
IVO EM Corporate Debt UCITS	-0.72%
Lazard Credit Opportunities	-1.11%
AXA IM FIIS US Short Duration High Yield	-6.51%
Amundi Cash USD	-6.78%