CAC 40	Perf Jour	Perf Ytd
8191.01	-0.5%	+11.06%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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Ginjer Actifs 360	22.82%
GF Ambition Solidaire	22.42%
H2O Moderato	22.16%
Moneta Long Short	21.05%
Clartan Valeurs	20.72%
R-co Valor	16.85%
BDL Rempart	15.78%
Claresco Allocation Flexible	15.37%
AXA WF Global Optimal Income	13.63%
M&G (Lux) Dynamic Allocation Fund	13.17%
Carmignac Patrimoine	12.40%
ELEVA Global Multi Opportunities	11.82%
R-co Valor Balanced	10.90%
ELEVA AR - Dynamic	10.77%
Dorval Convictions	10.76%
VEGA Patrimoine ISR	9.83%
First Eagle Amundi International Fund	9.76%
Russell Inv. MAGS	9.53%
Ruffer Total Return International	9.29%
GIS Global Multi Asset Income	9.25%
Sienna Diversifié Flexible Monde	9.16%
BNY Mellon Global Real Return Fund (EUR)	8.73%
Ofi Invest ESG MultiTrack	8.70%
Auris Diversified Beta	7.95%
Nova Dynamique	7.78%
Eurose	7.75%
Mandarine Solution	7.74%
Exane Ceres	7.50%
Dorval Global Allocation	7.38%
Elkano Global Fund	7.04%
DNCA Invest Evolutif	5.86%
IDE Dynamic World Flexible	5.66%
Sycomore Next Generation	5.17%
Tikehau International Cross Assets	4.84%
VALBOA Exclusif	4.73%
Echiquier ARTY SRI	4.70%
Trusteam Optimum	3.45%
VEGA Euro Rendement ISR	3.35%
Tailor Allocation Defensive	3.33%
Monocle Fund	3.10%
ACATIS Value Event	1.87%
ODDO BHF Polaris Balanced	0.24%
Mansartis Investissements ISR	-0.80%
Gay-Lussac Europe Flex	-3.51%

ACTIONS Perf. YTD

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CM-AM Global Gold	100.14%
Jupiter Financial Innovation	28.77%
R-co Thematic Blockchain Global Equity	23.61%
Piquemal Houghton Global Equities	23.15%
GemEquity	22.87%
Aperture European Innovation	22.67%
Candriam Equities L Robotics & Innovative Technology	21.62%
Echiquier Artificial Intelligence	20.18%
Digital Stars Europe	19.26%
Carmignac Investissement	17.45%
Sienna Actions Bas Carbone	17.41%
Candriam Equities L Oncology	15.74%
Auris Gravity US Equity Fund	15.48%
Athymis Industrie 4.0	13.87%
Sycomore Sustainable Tech	13.74%
HMG Globetrotter	12.72%
Groupama Global Disruption	12.12%
Square Megatrends Champions	11.73%
Groupama Global Active Equity	11.25%
AXA Aedificandi	10.14%
EdRS Global Resilience	9.46%
Pictet - Clean Energy Transition	9.22%
Fidelity Global Technology	8.94%
R-co Thematic Real Estate	8.47%
Eurizon Fund Equity Innovation	8.39%
BNP Paribas Funds Disruptive Technology	8.38%
FTGF ClearBridge Infrastructure Value	8.33%
ODDO BHF Artificial Intelligence	8.06%
Sienna Actions Internationales	8.05%
GIS Sycomore Ageing Population	7.81%
EdR Fund Big Data	6.67%
Pictet - Digital	6.54%
Echiquier World Equity Growth	6.50%
Palatine Amérique	5.77%
Franklin Technology Fund	5.34%
JPMorgan Funds - US Technology	5.33%
Russell Inv. World Equity Fund	5.18%
CPR Invest Climate Action	5.08%
Covéa Ruptures	4.83%
DNCA Invest Beyond Semperosa	4.73%
Janus Henderson Horizon Global Sustainable Equity Fund	4.73%
Mandarine Global Transition	4.48%
Sanso Smart Climate	4.25%
Thematics AI and Robotics	4.14%
JPMorgan Funds - Global Dividend	4.11%
Echiquier Global Tech	3.87%
Claresco USA	3.51%
Mirova Global Sustainable Equity	2.82%
Covéa Actions Monde	2.31%
BNP Paribas Aqua	1.59%
Comgest Monde	1.00%
Ofi Invest Grandes Marques	0.77%
M&G (Lux) Global Listed Infrastructure Fund	0.52%
CPR Global Disruptive Opportunities	0.50%
Thematics Water	-0.24%
M&G (Lux) Global Dividend Fund	-0.45%
MS INVF Global Opportunity	-0.73%
EdR Fund Healthcare	-1.37%
Pictet - Water	-1.85%
Loomis Sayles U.S. Growth Equity	-1.90%
JPMorgan Funds - America Equity	-2.25%
ODDO BHF Global Equity Stars	-3.51%
Athymis Millennial	-3.53%
AXA WF Robotech	-3.75%
BNP Paribas US Small Cap	-3.95%
Pictet - Security	-5.09%
Thematics Meta	-5.23%
FTGF Royce US Small Cap Opportunity Fund	-6.05%
Franklin U.S. Opportunities Fund	-6.25%
MS INVF Global Brands	-11.44%
Franklin India Fund	-13.77%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Pictet TR - Atlas Titan	12.11%
Jupiter Merian Global Equity Absolute Return	10.63%
H2O Adagio	8.27%
M&G (Lux) Episode Macro Fund	7.25%
Fidelity Absolute Return Global Equity Fund	6.69%
Sienna Performance Absolue Défensif	6.58%
RAM European Market Neutral Equities	6.56%
Syquant Capital - Helium Selection	6.48%
Pictet TR - Atlas	6.44%
BNP Paribas Global Absolute Return Bond	5.16%
DNCA Invest Alpha Bonds	5.05%
Exane Pleiade	4.63%
Cigogne UCITS Credit Opportunities	4.30%
AXA WF Euro Credit Total Return	3.79%
Candriam Bonds Credit Alpha	2.19%
Candriam Absolute Return Equity Market Neutral	1.29%

A lire absolument : le tableau des gagnants de l'année 2017…

Les performances passées ne préjugent pas des performances futures.

Sans oublier les « Produits Structurés » hors-catégorie mais qui conservent une place importante dans les allocations d’actifs : Adequity avec plus de 900 millions de collecte en 2017, Privalto avec plus de 800 millions de collecte en 2017...

Ceci n'est pas un palmarès, quoique... :) mais une certitude ce tableau indique très bien la tendance.

Publié le mercredi 10 janvier 2018

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ACTIONS PEA Perf. YTD

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Axiom European Banks Equity	55.25%
Alken Fund Small Cap Europe	51.07%
Indépendance Europe Small	39.98%
Tailor Actions Avenir ISR	32.92%
Tocqueville Value Euro ISR	30.26%
JPMorgan Euroland Dynamic	28.63%
Groupama Opportunities Europe	24.94%
Uzès WWW Perf	24.83%
Moneta Multi Caps	24.17%
IDE Dynamic Euro	22.51%
BDL Convictions	22.23%
Tocqueville Euro Equity ISR	19.63%
Ecofi Smart Transition	18.88%
Quadrige France Smallcaps	18.14%
R-co 4Change Net Zero Equity Euro	17.98%
Indépendance France Small & Mid	17.94%
Tikehau European Sovereignty	15.80%
VALBOA Engagement ISR	15.37%
Sycomore Sélection Responsable	15.12%
DNCA Invest Archer Mid-Cap Europe	15.03%
Mandarine Premium Europe	14.34%
EdR SICAV Tricolore Convictions	14.03%
Covéa Perspectives Entreprises	13.23%
Sycomore Europe Happy @ Work	13.13%
Europe Income Family	12.34%
Lazard Small Caps Euro	11.08%
Fidelity Europe	10.67%
Mandarine Europe Microcap	10.18%
ADS Venn Collective Alpha Europe	9.91%
Groupama Avenir PME Europe	9.55%
Mirova Europe Environmental Equity	9.17%
Gay-Lussac Microcaps Europe	7.54%
Norden SRI	7.47%
Tocqueville Croissance Euro ISR	7.09%
VEGA France Opportunités ISR	6.48%
HMG Découvertes	6.38%
Dorval Drivers Europe	6.05%
Mandarine Unique	5.93%
CPR Croissance Dynamique	5.82%
ELEVA Leaders Small & Mid Cap Europe	5.76%
VEGA Europe Convictions ISR	5.53%
LFR Euro Développement Durable ISR	5.03%
Amplegest Pricing Power	2.63%
Echiquier Agenor SRI Mid Cap Europe	2.24%
Echiquier Major SRI Growth Europe	-2.90%
Eiffel Nova Europe ISR	-4.06%
ADS Venn Collective Alpha US	-5.96%
DNCA Invest SRI Norden Europe	-5.99%

ARTICLE 9 Perf. YTD

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R-co 4Change Net Zero Equity Euro	17.98%
Dorval European Climate Initiative	14.45%
EdR SICAV Euro Sustainable Equity	12.81%
BDL Transitions Megatrends	12.81%
Palatine Europe Sustainable Employment	10.82%
DNCA Invest Beyond Semperosa	4.73%
La Française Credit Innovation	4.38%
Aesculape SRI	3.41%
Triodos Global Equities Impact	2.20%
Triodos Impact Mixed	2.14%
Triodos Future Generations	-1.75%
Echiquier Positive Impact Europe	-2.19%

OBLIGATIONS Perf. YTD

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H2O Multibonds	28.13%
Axiom Emerging Markets Corporate Bonds	7.06%
IVO Global High Yield	6.50%
Carmignac Portfolio Credit	6.35%
IVO EM Corporate Debt UCITS	6.20%
Axiom Obligataire	6.16%
Lazard Credit Fi SRI	5.59%
LO Fallen Angels	5.57%
Jupiter Dynamic Bond	5.44%
IVO EM Corporate Debt Short Duration SRI	5.36%
Income Euro Sélection	5.11%
EdR SICAV Financial Bonds	5.04%
Omnibond	4.97%
FTGF Brandywine Global Income Optimiser Fund	4.93%
Lazard Credit Opportunities	4.84%
DNCA Invest Credit Conviction	4.67%
Schelcher Global Yield 2028	4.54%
Axiom Short Duration Bond	4.49%
La Française Credit Innovation	4.38%
Tikehau European High Yield	4.14%
Alken Fund Income Opportunities	3.99%
Ofi Invest High Yield 2029	3.98%
EdR SICAV Short Duration Credit	3.97%
R-co Conviction Credit Euro	3.93%
Ostrum SRI Crossover	3.86%
Hugau Obli 1-3	3.64%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.60%
Auris Investment Grade	3.57%
Tikehau 2029	3.54%
Hugau Obli 3-5	3.54%
Ofi Invest Alpha Yield	3.53%
La Française Rendement Global 2028	3.51%
EdR SICAV Millesima 2030	3.31%
Pluvalca Credit Opportunities 2028	3.31%
Tikehau 2027	3.28%
M All Weather Bonds	3.18%
SLF (F) Opportunité High Yield 2028	3.15%
Tailor Crédit Rendement Cible	3.08%
EdR Fund Bond Allocation	2.94%
Auris Euro Rendement	2.91%
Tailor Credit 2028	2.75%
Eiffel Rendement 2028	2.66%
Mandarine Credit Opportunities	2.11%
Epsilon Euro Bond	1.73%
LO Funds - Short-Term Money Market CHF	1.58%
Sanso Short Duration	1.53%
AXA IM FIIS US Short Duration High Yield	-6.34%
Amundi Cash USD	-7.60%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.20%