CAC 40 Perf Jour Perf Ytd
8213.78 -2.15% +1.12%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines 35.32%
CM-AM Global Gold 33.63%
Templeton Emerging Markets Fund 17.24%
SKAGEN Kon-Tiki 14.64%
GemEquity 14.04%
FTGF ClearBridge Infrastructure Value Fund 13.55%
Aperture European Innovation 12.29%
Piquemal Houghton Global Equities Grand Prix de la Finance 12.08%
AXA Aedificandi 12.00%
Longchamp Dalton Japan Long Only 11.64%
BNP Paribas Aqua 10.97%
IAM Space 10.64%
R-co Thematic Real Estate Grand Prix de la Finance 9.97%
Thematics Water 9.85%
Pictet - Clean Energy Transition 9.58%
HMG Globetrotter 9.46%
Athymis Industrie 4.0 9.24%
EdR SICAV Global Resilience 8.17%
Groupama Global Disruption 6.58%
M&G (Lux) European Strategic Value Fund 6.53%
Mandarine Global Transition 6.51%
Groupama Global Active Equity 6.06%
M&G (Lux) Global Dividend Fund 6.00%
H2O Multiequities 5.95%
Sycomore Sustainable Tech 5.26%
Sienna Actions Bas Carbone 5.05%
JPMorgan Funds - Global Dividend 4.60%
DNCA Invest Sustain Semperosa 4.43%
GIS Sycomore Ageing Population 3.13%
EdR Fund Healthcare 2.74%
BNP Paribas US Small Cap 2.48%
Candriam Equities L Robotics & Innovative Technology 2.43%
Carmignac Investissement 1.81%
Candriam Equities L Oncology 1.76%
Palatine Amérique 1.74%
Sienna Actions Internationales 1.56%
FTGF Putnam US Research Fund 1.49%
Fidelity Global Technology 0.74%
Echiquier World Equity Growth 0.59%
Athymis Millennial 0.32%
JPMorgan Funds - America Equity 0.05%
Echiquier Global Tech -0.56%
Thematics Meta -0.72%
Mirova Global Sustainable Equity -0.88%
EdR Fund Big Data Grand Prix de la Finance -1.05%
Comgest Monde Grand Prix de la Finance -1.34%
Franklin Technology Fund -1.56%
Square Megatrends Champions -1.78%
Thematics AI and Robotics -2.19%
Ofi Invest Grandes Marques -2.81%
Auris Gravity US Equity Fund -3.02%
Pictet-Robotics -3.17%
BNP Paribas Funds Disruptive Technology -4.75%
Loomis Sayles U.S. Growth Equity -5.48%
ODDO BHF Artificial Intelligence -5.69%
Echiquier Artificial Intelligence Grand Prix de la Finance -6.06%
Pictet - Digital -9.67%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -10.54%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Fonds obligataires datés : le point sur l'offre…

 

 

La plateforme Nortia propose une matrice de son offre en fonds obligataires datés...

 

NOM DU FONDS

TRA (Bruts)

NOMBRE

DE

LIGNES

SENSI

DURATION

NOTATION

MOYENNE

DES TITRES

DATE DE

FIN DE

SOUSCRIPTION

SEXTANT

2027

6,70% 26 3,40 3,6 B- 18/04/2024

CARMIGNAC

CREDIT 2027

7,43% 136 2,87 3,08 BBB- -

CARMIGNAC

CREDIT 2025

6,87% 175 2,69 2,87 BBB -

MILLESIMA

WORLD 2028

5,60% 169 3,73 3,7 BB 31/05/2023

PLUVALCA CREDIT

OPPORTUNITES 2028

6,30% 70 4,26 4,43 BB 31/12/2028

IVO

2028

7,20% 72 3,65 3,4 BB -

KEREN RECOVERY

2027

6,47% 56 2,74 3,03 B+ 30/09/2023

LA FRANCAISE

RENDEMENT GLOBAL 2028

7,85% 151 3,65 4,11 B -

OCTO RENDEMENT

2025

6,53% 148 2,25 2,25 BB -

ODDO BHF

GLOBAL TARGET 2026

5,76% 173 NC 2,74 BB- 29/12/2023

R-CO THEMATIC

TARGET 2026 HY

8,20% 146 3,00 3,2 BB & B 31/12/2026

R-CO

TARGET 2028 IG

4,90% 102 4,30 4,6 A & BBB 31/12/2028

SANSO

OBJECTIF DURABLE 2024

4,69% 166 1,11 1,16 BBB- 31/12/2024

SCHELCHER IVO

GLOBAL YIELD 2024

8,15% 151 1,65 1,59 B -

SUNNY

OPPORTUNITES 2025

6,43% 56 1,89 2,5 B 31/03/2023

SLF BOND HIGH YIELD

OPPORTUNITY 2026

7,74% 180 2,98 2,98 B/B+ -

SYCOYIELD

2026

5,40% 76 2,97 2,95 BB -

TAILOR

CREDIT 2028

6,75% 192 3,85 4,12 BB+/- -

TIKEHAU

2027

8,00% 84 2,50 2,3 BB -

TIKEHAU

2025

4,87% 57 2,20 3,1 BBB -

LAZARD

CREDIT 2027

4,22% 74 4,30 4,2 BBB- 28/04/2023

OFI INVEST

HIGH YIELD 2027

5,50% 99 2,85 NA BB+ 31/12/2024

ECOFI

OPTIM 26

5,62% 53 2,81 2,85 BBB- -

 

Source des données : Documents Sociétés de Gestion - Data au 31/01/2023

 


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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
BDL Convictions Grand Prix de la Finance 10.08%
Chahine Funds - Equity Continental Europe 8.59%
Arc Actions Rendement 8.59%
Ginjer Detox European Equity 8.15%
Groupama Opportunities Europe 8.12%
Indépendance Europe Mid 7.97%
CPR Invest - European Strategic Autonomy 7.79%
Tailor Actions Entrepreneurs 7.47%
Mandarine Premium Europe 7.32%
Pluvalca Initiatives PME 7.06%
Echiquier Agenor SRI Mid Cap Europe 6.98%
Tikehau European Sovereignty 6.70%
Sycomore Europe Happy @ Work 6.70%
Sycomore Sélection Responsable 6.66%
IDE Dynamic Euro 6.41%
Tocqueville Euro Equity ISR 5.85%
Fidelity Europe 5.44%
Axiom European Banks Equity 5.23%
JPMorgan Euroland Dynamic 5.19%
Tocqueville Croissance Euro ISR 4.92%
Amplegest Pricing Power Grand Prix de la Finance 4.71%
Maxima 4.44%
Tocqueville Value Euro ISR 4.44%
Indépendance France Small & Mid Grand Prix de la Finance 4.30%
LFR Inclusion Responsable ISR 4.16%
R-co 4Change Net Zero Equity Euro 4.12%
Moneta Multi Caps Grand Prix de la Finance 4.07%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 3.97%
Europe Income Family 3.81%
Mandarine Unique 3.68%
Tailor Actions Avenir ISR 3.47%
VEGA France Opportunités ISR 3.25%
Mandarine Europe Microcap 3.17%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 2.96%
Gay-Lussac Microcaps Europe 2.66%
ODDO BHF Active Small Cap 2.66%
Alken European Opportunities 2.15%
VALBOA Engagement 1.62%
Lazard Small Caps Euro 1.49%
HMG Découvertes 1.38%
INOCAP France Smallcaps 1.34%
VEGA Europe Convictions ISR 1.22%
Dorval Drivers Europe 1.14%
Uzès WWW Perf 0.40%
EdR SICAV Tricolore Convictions Grand Prix de la Finance 0.30%
DNCA Invest SRI Norden Europe -0.58%
Groupama Avenir PME Europe Grand Prix de la Finance -3.75%