CAC 40	Perf Jour	Perf Ytd
7772.02	+0.07%	+5.29%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	22.42%
BDL Rempart	16.90%
H2O Moderato	15.51%
Ginjer Actifs 360	14.70%
Moneta Long Short	12.76%
Claresco Allocation Flexible	9.43%
Clartan Valeurs	8.67%
Exane Ceres	8.56%
Dorval Convictions	7.87%
Carmignac Patrimoine	7.25%
VEGA Patrimoine ISR	6.88%
Eurose	6.39%
Auris Diversified Beta	6.16%
Ruffer Total Return International	5.74%
ELEVA AR - Dynamic	5.24%
M&G (Lux) Dynamic Allocation Fund	5.20%
Sienna Diversifié Flexible Monde	4.93%
R-co Valor	4.79%
ELEVA Global Multi Opportunities	4.75%
AXA WF Global Optimal Income	4.48%
R-co Valor Balanced	3.60%
Ofi Invest ESG MultiTrack	3.55%
BNY Mellon Global Real Return Fund (EUR)	3.27%
Echiquier ARTY SRI	2.94%
Dorval Global Allocation	2.89%
Monocle Fund	2.86%
Tikehau International Cross Assets	2.81%
Sycomore Next Generation	2.69%
Mandarine Solution	2.46%
Gay-Lussac Europe Flex	2.31%
Trusteam Optimum	2.21%
Russell Inv. MAGS	2.21%
DNCA Invest Evolutif	2.04%
VEGA Euro Rendement ISR	2.04%
Tailor Allocation Defensive	1.99%
Elkano Global Fund	1.83%
GIS Global Multi Asset Income	1.80%
VALBOA Exclusif	1.77%
ACATIS Value Event	-0.13%
Lazard Patrimoine SRI	-0.49%
First Eagle Amundi International Fund	-1.25%
IDE Dynamic World Flexible	-1.96%
ODDO BHF Polaris Balanced	-1.99%
Mansartis Investissements ISR	-3.34%
Nova Dynamique	-3.80%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	37.31%
Jupiter Financial Innovation	16.87%
Aperture European Innovation	14.76%
Digital Stars Europe	14.13%
Sienna Actions Bas Carbone	10.95%
Auris Gravity US Equity Fund	8.51%
R-co Thematic Blockchain Global Equity	8.37%
R-co Thematic Real Estate	8.21%
Piquemal Houghton Global Equities	7.95%
AXA Aedificandi	7.90%
Candriam Equities L Robotics & Innovative Technology	7.27%
Athymis Industrie 4.0	5.83%
Carmignac Investissement	3.78%
HMG Globetrotter	3.68%
GIS Sycomore Ageing Population	3.21%
FTGF ClearBridge Infrastructure Value	2.71%
Square Megatrends Champions	2.54%
Echiquier Artificial Intelligence	2.10%
DNCA Invest Beyond Semperosa	2.06%
Sycomore Sustainable Tech	1.97%
Janus Henderson Horizon Global Sustainable Equity Fund	1.83%
MS INVF Global Opportunity	1.63%
Pictet - Digital	1.63%
Fidelity Global Technology	0.13%
Mandarine Global Transition	-0.22%
JPMorgan Funds - Global Dividend	-0.55%
BNP Paribas Aqua	-0.65%
EdR Fund Big Data	-1.23%
VIA Smart Equity World	-1.57%
M&G (Lux) Global Listed Infrastructure Fund	-1.85%
Thematics AI and Robotics	-1.86%
Franklin Technology Fund	-1.87%
Pictet - Clean Energy Transition	-1.90%
Sienna Actions Internationales	-1.93%
CPR Invest Climate Action	-2.15%
JPMorgan Funds - US Technology	-2.30%
Groupama Global Active Equity	-2.85%
Pictet - Water	-3.09%
Thematics Water	-3.34%
ODDO BHF Artificial Intelligence	-3.45%
Sanso Smart Climate	-3.55%
Pictet - Security	-3.70%
Russell Inv. World Equity Fund	-3.76%
Candriam Equities L Oncology	-3.81%
Echiquier World Equity Growth	-3.94%
Eurizon Fund Equity Innovation	-4.16%
M&G (Lux) Global Dividend Fund	-4.31%
Comgest Monde	-4.42%
Mirova Global Sustainable Equity	-4.46%
Echiquier Global Tech	-4.75%
JPMorgan Funds - Global Select Equity	-4.79%
EdR Fund US Value	-5.03%
Covéa Ruptures	-5.04%
Loomis Sayles U.S. Growth Equity	-5.14%
BNP Paribas Funds Disruptive Technology	-5.20%
Groupama Global Disruption	-5.22%
Thematics Meta	-5.53%
Ofi Invest Grandes Marques	-5.59%
ODDO BHF Global Equity Stars	-6.00%
MS INVF Global Brands	-6.09%
Covéa Actions Monde	-6.23%
Franklin U.S. Opportunities Fund	-7.14%
JPMorgan Funds - America Equity	-7.51%
Claresco USA	-8.19%
AXA WF Robotech	-8.23%
Athymis Millennial	-8.25%
CPR Global Disruptive Opportunities	-8.31%
EdR Fund Healthcare	-9.21%
BNP Paribas US Small Cap	-10.16%
Franklin India Fund	-10.65%
FTGF Royce US Small Cap Opportunity Fund	-12.16%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities	7.77%
Jupiter Merian Global Equity Absolute Return	6.63%
H2O Adagio	5.75%
Pictet TR - Atlas Titan	5.34%
BNP Paribas Global Absolute Return Bond	5.32%
Sienna Performance Absolue Défensif	4.45%
Syquant Capital - Helium Selection	4.42%
M&G (Lux) Episode Macro Fund	3.63%
Exane Pleiade	3.32%
Cigogne UCITS Credit Opportunities	3.30%
Pictet TR - Atlas	3.06%
AXA WF Euro Credit Total Return	2.79%
DNCA Invest Alpha Bonds	2.51%
Fidelity Absolute Return Global Equity Fund	2.12%
Candriam Bonds Credit Alpha	1.76%
Candriam Absolute Return Equity Market Neutral	0.23%

SCPI : le grand retour du club « expert immobilier »...

Tout est parti d'une idée de titre. Mais histoire de tenir la promesse, il a en réalité fallu faire deux débats. Le premier sur l'immobilier de santé, relativement en vogue. Le second sur les SCPI historiques, à la liquidité plus que précaire. Le premier échange avec Marc Bertrand (Praemia), Antoine Aubry (Amundi Immobilier) et Philippe Depoux (La Française) est plus positif que le second. Mais les deux ont vocation à être également utiles...

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	46.91%
Axiom European Banks Equity	37.07%
Indépendance Europe Small	36.86%
Tailor Actions Avenir ISR	27.28%
Quadrige France Smallcaps	25.07%
VALBOA Engagement ISR	24.87%
Indépendance France Small & Mid	22.17%
BDL Convictions	20.19%
Uzès WWW Perf	20.14%
Covéa Perspectives Entreprises	19.37%
Tocqueville Value Euro ISR	19.25%
Groupama Opportunities Europe	18.74%
Moneta Multi Caps	17.03%
DNCA Invest Archer Mid-Cap Europe	16.85%
Mandarine Premium Europe	15.30%
Richelieu Family	14.87%
Europe Income Family	14.21%
R-co 4Change Net Zero Equity Euro	13.32%
EdR SICAV Tricolore Convictions	12.40%
Ecofi Smart Transition	11.79%
Tocqueville Euro Equity ISR	11.68%
Mandarine Europe Microcap	11.64%
Lazard Small Caps France	11.17%
Gay-Lussac Microcaps Europe	11.04%
HMG Découvertes	9.82%
Sycomore Europe Happy @ Work	8.32%
ELEVA Leaders Small & Mid Cap Europe	8.20%
Mandarine Unique	7.76%
Sycomore Europe Eco Solutions	7.68%
Fidelity Europe	7.40%
Dorval Drivers Europe	6.69%
Palatine Europe Sustainable Employment	6.61%
ADS Venn Collective Alpha Europe	6.21%
Mirova Europe Environmental Equity	6.19%
LFR Euro Développement Durable ISR	5.26%
Echiquier Agenor SRI Mid Cap Europe	5.06%
Norden SRI	4.36%
Tocqueville Croissance Euro ISR	2.74%
Amplegest Pricing Power	2.70%
VEGA France Opportunités ISR	2.41%
Eiffel Nova Europe ISR	1.99%
VEGA Europe Convictions ISR	1.50%
DNCA Invest SRI Norden Europe	0.40%
CPR Croissance Dynamique	-2.34%
Echiquier Major SRI Growth Europe	-3.89%
ADS Venn Collective Alpha US	-10.07%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	13.72%
R-co 4Change Net Zero Equity Euro	13.32%
EdR SICAV Euro Sustainable Equity	9.33%
BDL Transitions Megatrends	6.13%
La Française Credit Innovation	2.80%
DNCA Invest Beyond Semperosa	2.06%
Equilibre Ecologique	1.27%
Echiquier Positive Impact Europe	1.12%
Triodos Future Generations	0.12%
Triodos Impact Mixed	-1.45%
Triodos Global Equities Impact	-4.31%
Aesculape SRI	-8.44%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	16.98%
IVO Global High Yield	4.44%
Carmignac Portfolio Credit	4.15%
Income Euro Sélection	4.14%
Axiom Obligataire	4.07%
Axiom Emerging Markets Corporate Bonds	3.69%
Omnibond	3.62%
Tikehau European High Yield	3.20%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.16%
IVO EM Corporate Debt Short Duration SRI	3.10%
Axiom Short Duration Bond	3.03%
IVO EM Corporate Debt UCITS	2.90%
SLF (LUX) Bond High Yield Opportunity 2026	2.82%
La Française Credit Innovation	2.80%
Schelcher Global Yield 2028	2.74%
Ostrum SRI Crossover	2.71%
DNCA Invest Credit Conviction	2.69%
Ofi Invest Alpha Yield	2.66%
Tikehau 2029	2.57%
Jupiter Dynamic Bond	2.50%
Ofi Invest High Yield 2029	2.49%
Mandarine Credit Opportunities	2.49%
R-co Conviction Credit Euro	2.48%
Tikehau 2027	2.40%
La Française Rendement Global 2028	2.37%
Pluvalca Credit Opportunities 2028	2.32%
Auris Investment Grade	2.28%
Tailor Crédit Rendement Cible	2.19%
Auris Euro Rendement	2.16%
Alken Fund Income Opportunities	2.12%
Tailor Credit 2028	2.09%
Groupama Alpha Fixed Income Plus	1.83%
Eiffel Rendement 2028	1.74%
FTGF Brandywine Global Income Optimiser Fund	1.57%
Richelieu Euro Credit Unconstrained	1.27%
M All Weather Bonds	1.17%
EdR Fund Bond Allocation	0.94%
Sanso Short Duration	0.93%
LO Funds - Short-Term Money Market CHF	0.89%
Lazard Credit Opportunities	0.59%
Epsilon Euro Bond	0.12%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.82%
AXA IM FIIS US Short Duration High Yield	-8.27%
Amundi Cash USD	-8.76%