CAC 40	Perf Jour	Perf Ytd
8120.66	-0.61%	+10.03%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	22.78%
H2O Moderato	22.75%
GF Ambition Solidaire	22.17%
Moneta Long Short	21.01%
Clartan Valeurs	19.85%
BDL Rempart	16.07%
R-co Valor	14.87%
Claresco Allocation Flexible	14.60%
AXA WF Global Optimal Income	12.92%
M&G (Lux) Dynamic Allocation Fund	11.71%
Carmignac Patrimoine	11.55%
ELEVA Global Multi Opportunities	10.56%
Dorval Convictions	10.53%
R-co Valor Balanced	9.98%
ELEVA AR - Dynamic	9.75%
VEGA Patrimoine ISR	9.44%
Ruffer Total Return International	9.01%
Sienna Diversifié Flexible Monde	8.86%
First Eagle Amundi International Fund	8.65%
Russell Inv. MAGS	8.65%
GIS Global Multi Asset Income	8.63%
Mandarine Solution	8.25%
Auris Diversified Beta	8.02%
Ofi Invest ESG MultiTrack	8.00%
Eurose	7.64%
BNY Mellon Global Real Return Fund (EUR)	7.41%
Exane Ceres	6.97%
Dorval Global Allocation	6.96%
Elkano Global Fund	6.57%
Nova Dynamique	6.56%
DNCA Invest Evolutif	5.03%
Sycomore Next Generation	4.77%
Echiquier ARTY SRI	4.49%
IDE Dynamic World Flexible	4.39%
Tikehau International Cross Assets	4.31%
VALBOA Exclusif	4.19%
Trusteam Optimum	3.41%
VEGA Euro Rendement ISR	3.10%
Tailor Allocation Defensive	3.08%
Monocle Fund	2.49%
ACATIS Value Event	0.88%
ODDO BHF Polaris Balanced	-0.65%
Mansartis Investissements ISR	-1.62%
Gay-Lussac Europe Flex	-3.85%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	95.32%
Jupiter Financial Innovation	24.37%
GemEquity	22.47%
Piquemal Houghton Global Equities	21.95%
Aperture European Innovation	21.47%
Candriam Equities L Robotics & Innovative Technology	18.37%
Digital Stars Europe	17.92%
R-co Thematic Blockchain Global Equity	16.85%
Sienna Actions Bas Carbone	16.64%
Echiquier Artificial Intelligence	16.63%
Candriam Equities L Oncology	15.27%
Carmignac Investissement	14.77%
Auris Gravity US Equity Fund	13.53%
HMG Globetrotter	13.03%
Sycomore Sustainable Tech	10.97%
Athymis Industrie 4.0	10.78%
AXA Aedificandi	10.30%
Square Megatrends Champions	9.90%
Groupama Global Disruption	9.90%
Groupama Global Active Equity	9.23%
Fidelity Global Technology	8.85%
R-co Thematic Real Estate	8.68%
FTGF ClearBridge Infrastructure Value	8.45%
EdRS Global Resilience	8.33%
BNP Paribas Funds Disruptive Technology	8.28%
Pictet - Clean Energy Transition	7.43%
GIS Sycomore Ageing Population	6.96%
Sienna Actions Internationales	6.47%
Eurizon Fund Equity Innovation	6.23%
Franklin Technology Fund	5.98%
ODDO BHF Artificial Intelligence	5.45%
EdR Fund Big Data	5.42%
Echiquier World Equity Growth	5.03%
Pictet - Digital	4.41%
Thematics AI and Robotics	4.00%
Russell Inv. World Equity Fund	3.44%
CPR Invest Climate Action	3.37%
Janus Henderson Horizon Global Sustainable Equity Fund	3.21%
Palatine Amérique	3.17%
JPMorgan Funds - US Technology	3.14%
Mandarine Global Transition	3.05%
DNCA Invest Beyond Semperosa	2.87%
JPMorgan Funds - Global Dividend	2.67%
Covéa Ruptures	2.63%
Sanso Smart Climate	2.42%
Echiquier Global Tech	1.41%
Claresco USA	1.14%
Mirova Global Sustainable Equity	0.97%
BNP Paribas Aqua	0.78%
Covéa Actions Monde	0.22%
Comgest Monde	-0.42%
M&G (Lux) Global Listed Infrastructure Fund	-0.58%
Thematics Water	-0.68%
Ofi Invest Grandes Marques	-0.73%
Loomis Sayles U.S. Growth Equity	-1.87%
M&G (Lux) Global Dividend Fund	-2.24%
MS INVF Global Opportunity	-2.30%
CPR Global Disruptive Opportunities	-2.41%
EdR Fund Healthcare	-2.65%
Pictet - Water	-3.26%
AXA WF Robotech	-3.56%
JPMorgan Funds - America Equity	-3.76%
BNP Paribas US Small Cap	-3.86%
ODDO BHF Global Equity Stars	-4.99%
Thematics Meta	-5.54%
Athymis Millennial	-5.87%
Franklin U.S. Opportunities Fund	-5.96%
FTGF Royce US Small Cap Opportunity Fund	-6.16%
Pictet - Security	-7.12%
MS INVF Global Brands	-12.65%
Franklin India Fund	-13.44%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	11.43%
Jupiter Merian Global Equity Absolute Return	10.35%
H2O Adagio	8.22%
RAM European Market Neutral Equities	7.09%
Fidelity Absolute Return Global Equity Fund	6.86%
M&G (Lux) Episode Macro Fund	6.52%
Sienna Performance Absolue Défensif	6.50%
Syquant Capital - Helium Selection	6.39%
Pictet TR - Atlas	6.12%
DNCA Invest Alpha Bonds	4.91%
BNP Paribas Global Absolute Return Bond	4.74%
Exane Pleiade	4.54%
Cigogne UCITS Credit Opportunities	4.30%
AXA WF Euro Credit Total Return	3.59%
Candriam Bonds Credit Alpha	2.22%
Candriam Absolute Return Equity Market Neutral	1.36%

Côté collecte UC en assurance vie, quel bilan peut-on faire?

Sur l’année 2013, les grands gagnants restent :

Carmignac Gestion

DNCA

M&G Investments

Financière de l’Echiquier

CPR/Amundi

Déduction faite des rachats, le palmarès est très proche, Fidelity prenant simplement la place de Carmignac Gestion.

Du point de vue du classement des fonds, Carmignac Patrimoine est toujours le fonds le plus plébiscité devant Eurose, M&G Optimal Income, Agressor et Renaissance Europe.

En vision collecte nette, Eurose récupère la première place devant M&G Optimal Income, Renaissance Europe, M&G Global Dividend et CPR Croissance Prudente.

Pour en savoir plus, Christophe Baillet, cliquez-ici

Publié le jeudi 27 février 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	55.59%
Alken Fund Small Cap Europe	51.52%
Indépendance Europe Small	40.41%
Tailor Actions Avenir ISR	31.59%
Tocqueville Value Euro ISR	30.13%
JPMorgan Euroland Dynamic	26.49%
Groupama Opportunities Europe	25.27%
Moneta Multi Caps	24.01%
Uzès WWW Perf	23.22%
IDE Dynamic Euro	22.07%
BDL Convictions	21.85%
Tocqueville Euro Equity ISR	18.80%
Quadrige France Smallcaps	18.03%
Indépendance France Small & Mid	17.86%
R-co 4Change Net Zero Equity Euro	17.35%
Ecofi Smart Transition	16.83%
VALBOA Engagement ISR	15.32%
Tikehau European Sovereignty	15.29%
Sycomore Sélection Responsable	14.40%
EdR SICAV Tricolore Convictions	13.81%
Mandarine Premium Europe	13.65%
DNCA Invest Archer Mid-Cap Europe	13.55%
Covéa Perspectives Entreprises	13.45%
Sycomore Europe Happy @ Work	12.23%
Europe Income Family	12.08%
Lazard Small Caps Euro	11.28%
Mandarine Europe Microcap	10.10%
ADS Venn Collective Alpha Europe	9.91%
Fidelity Europe	9.86%
Groupama Avenir PME Europe	9.31%
Mirova Europe Environmental Equity	8.43%
Gay-Lussac Microcaps Europe	7.48%
Norden SRI	6.84%
HMG Découvertes	6.48%
Tocqueville Croissance Euro ISR	6.04%
VEGA France Opportunités ISR	5.92%
Mandarine Unique	5.83%
ELEVA Leaders Small & Mid Cap Europe	5.55%
Dorval Drivers Europe	5.28%
VEGA Europe Convictions ISR	4.49%
CPR Croissance Dynamique	4.32%
LFR Euro Développement Durable ISR	4.07%
Echiquier Agenor SRI Mid Cap Europe	2.10%
Amplegest Pricing Power	1.57%
Echiquier Major SRI Growth Europe	-3.48%
Eiffel Nova Europe ISR	-4.56%
DNCA Invest SRI Norden Europe	-6.30%
ADS Venn Collective Alpha US	-7.89%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	17.35%
Dorval European Climate Initiative	13.75%
EdR SICAV Euro Sustainable Equity	11.96%
BDL Transitions Megatrends	11.28%
Palatine Europe Sustainable Employment	10.17%
La Française Credit Innovation	4.24%
Aesculape SRI	2.97%
DNCA Invest Beyond Semperosa	2.87%
Triodos Impact Mixed	0.84%
Triodos Global Equities Impact	-0.17%
Echiquier Positive Impact Europe	-2.57%
Triodos Future Generations	-2.75%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.12%
Axiom Emerging Markets Corporate Bonds	7.05%
IVO Global High Yield	6.47%
Carmignac Portfolio Credit	6.27%
IVO EM Corporate Debt UCITS	6.17%
Axiom Obligataire	6.04%
Lazard Credit Fi SRI	5.48%
LO Fallen Angels	5.44%
IVO EM Corporate Debt Short Duration SRI	5.32%
Income Euro Sélection	5.14%
Omnibond	4.97%
EdR SICAV Financial Bonds	4.91%
Jupiter Dynamic Bond	4.90%
Lazard Credit Opportunities	4.90%
FTGF Brandywine Global Income Optimiser Fund	4.78%
Schelcher Global Yield 2028	4.55%
Axiom Short Duration Bond	4.51%
La Française Credit Innovation	4.24%
DNCA Invest Credit Conviction	4.20%
Tikehau European High Yield	4.08%
EdR SICAV Short Duration Credit	3.93%
Ofi Invest High Yield 2029	3.92%
Ostrum SRI Crossover	3.83%
Alken Fund Income Opportunities	3.81%
R-co Conviction Credit Euro	3.79%
Hugau Obli 1-3	3.60%
Ofi Invest Alpha Yield	3.55%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.51%
Hugau Obli 3-5	3.47%
La Française Rendement Global 2028	3.45%
Tikehau 2029	3.42%
Auris Investment Grade	3.41%
Pluvalca Credit Opportunities 2028	3.29%
Tikehau 2027	3.28%
EdR SICAV Millesima 2030	3.22%
M All Weather Bonds	3.17%
SLF (F) Opportunité High Yield 2028	3.02%
Tailor Crédit Rendement Cible	2.97%
Auris Euro Rendement	2.84%
EdR Fund Bond Allocation	2.75%
Tailor Credit 2028	2.73%
Eiffel Rendement 2028	2.60%
Mandarine Credit Opportunities	1.99%
LO Funds - Short-Term Money Market CHF	1.74%
Sanso Short Duration	1.52%
Epsilon Euro Bond	1.40%
AXA IM FIIS US Short Duration High Yield	-6.12%
Amundi Cash USD	-7.38%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.14%