CAC 40	Perf Jour	Perf Ytd
8122.71	+0.29%	+10.05%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	22.20%
H2O Moderato	22.11%
Moneta Long Short	21.45%
GF Ambition Solidaire	19.87%
Clartan Valeurs	18.39%
BDL Rempart	16.69%
R-co Valor	15.62%
Claresco Allocation Flexible	13.97%
AXA WF Global Optimal Income	13.56%
M&G (Lux) Dynamic Allocation Fund	12.50%
Carmignac Patrimoine	11.18%
R-co Valor Balanced	10.26%
Dorval Convictions	10.06%
ELEVA Global Multi Opportunities	9.85%
First Eagle Amundi International Fund	9.74%
ELEVA AR - Dynamic	9.14%
Russell Inv. MAGS	9.09%
Sienna Diversifié Flexible Monde	8.87%
VEGA Patrimoine ISR	8.74%
Ruffer Total Return International	8.56%
GIS Global Multi Asset Income	8.37%
Ofi Invest ESG MultiTrack	8.23%
BNY Mellon Global Real Return Fund (EUR)	7.78%
Mandarine Solution	7.60%
Auris Diversified Beta	7.60%
Eurose	7.41%
Dorval Global Allocation	6.97%
Nova Dynamique	6.90%
Exane Ceres	6.88%
Elkano Global Fund	6.54%
Sycomore Next Generation	4.56%
DNCA Invest Evolutif	4.47%
Tikehau International Cross Assets	4.38%
Echiquier ARTY SRI	3.97%
VALBOA Exclusif	3.83%
IDE Dynamic World Flexible	3.29%
Trusteam Optimum	3.25%
Tailor Allocation Defensive	2.98%
VEGA Euro Rendement ISR	2.81%
Monocle Fund	2.37%
ACATIS Value Event	1.44%
ODDO BHF Polaris Balanced	-0.36%
Mansartis Investissements ISR	-2.43%
Gay-Lussac Europe Flex	-2.96%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	106.37%
Jupiter Financial Innovation	27.42%
Candriam Equities L Oncology	23.86%
Piquemal Houghton Global Equities	23.08%
Aperture European Innovation	19.90%
GemEquity	18.84%
Digital Stars Europe	18.64%
R-co Thematic Blockchain Global Equity	18.08%
Candriam Equities L Robotics & Innovative Technology	16.15%
Carmignac Investissement	15.63%
Auris Gravity US Equity Fund	14.74%
Sienna Actions Bas Carbone	14.60%
Echiquier Artificial Intelligence	13.42%
HMG Globetrotter	12.53%
Groupama Global Disruption	12.47%
Pictet - Clean Energy Transition	11.01%
Groupama Global Active Equity	10.44%
Athymis Industrie 4.0	10.21%
AXA Aedificandi	9.89%
Sycomore Sustainable Tech	9.49%
Square Megatrends Champions	9.35%
FTGF ClearBridge Infrastructure Value	9.19%
R-co Thematic Real Estate	8.11%
Fidelity Global Technology	7.96%
BNP Paribas Funds Disruptive Technology	7.89%
EdRS Global Resilience	7.32%
Sienna Actions Internationales	7.06%
Eurizon Fund Equity Innovation	6.82%
Franklin Technology Fund	6.68%
GIS Sycomore Ageing Population	6.36%
EdR Fund Big Data	5.62%
Russell Inv. World Equity Fund	5.18%
JPMorgan Funds - US Technology	5.18%
ODDO BHF Artificial Intelligence	4.50%
JPMorgan Funds - Global Dividend	4.41%
Thematics AI and Robotics	4.26%
Palatine Amérique	3.92%
Echiquier World Equity Growth	3.86%
Covéa Ruptures	3.76%
Mandarine Global Transition	3.42%
Pictet - Digital	3.38%
Sanso Smart Climate	3.20%
DNCA Invest Beyond Semperosa	3.10%
Janus Henderson Horizon Global Sustainable Equity Fund	2.80%
EdR Fund Healthcare	2.62%
CPR Invest Climate Action	2.38%
Claresco USA	2.06%
Mirova Global Sustainable Equity	1.64%
Thematics Water	1.21%
Covéa Actions Monde	0.92%
BNP Paribas Aqua	0.74%
M&G (Lux) Global Dividend Fund	0.48%
M&G (Lux) Global Listed Infrastructure Fund	0.36%
Comgest Monde	0.30%
BNP Paribas US Small Cap	0.29%
Echiquier Global Tech	-0.10%
Ofi Invest Grandes Marques	-0.13%
Loomis Sayles U.S. Growth Equity	-0.43%
JPMorgan Funds - America Equity	-0.96%
Pictet - Water	-1.77%
MS INVF Global Opportunity	-2.13%
CPR Global Disruptive Opportunities	-2.66%
AXA WF Robotech	-2.72%
FTGF Royce US Small Cap Opportunity Fund	-2.85%
Athymis Millennial	-4.19%
Franklin U.S. Opportunities Fund	-4.30%
ODDO BHF Global Equity Stars	-4.40%
Thematics Meta	-4.40%
Pictet - Security	-6.19%
MS INVF Global Brands	-11.58%
Franklin India Fund	-13.27%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	11.00%
Pictet TR - Atlas Titan	10.69%
H2O Adagio	8.49%
RAM European Market Neutral Equities	7.91%
Syquant Capital - Helium Selection	6.89%
M&G (Lux) Episode Macro Fund	6.69%
Sienna Performance Absolue Défensif	6.65%
Fidelity Absolute Return Global Equity Fund	6.35%
Pictet TR - Atlas	5.77%
DNCA Invest Alpha Bonds	5.02%
Exane Pleiade	4.87%
BNP Paribas Global Absolute Return Bond	4.40%
Cigogne UCITS Credit Opportunities	4.24%
AXA WF Euro Credit Total Return	3.95%
Candriam Bonds Credit Alpha	2.22%
Candriam Absolute Return Equity Market Neutral	2.07%

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

Pour en savoir plus sur Nortia, cliquez ici.

Publié le vendredi 3 mars 2023

Autres articles

Acteurs

En novembre, voici ce que H24 a fait pour vous...

Publié le 28 novembre 2025

Acteurs

Quiz : On teste vos connaissances des sociétés de gestion...

Publié le 28 novembre 2025

Et + Encore

Dernière émission « Et Plus Encore » de l’année : rendez-vous jeudi 4 décembre sur H24...

Publié le 28 novembre 2025

Buzz H24

Non Coté 25.11.2025

Voici le Top des acteurs et fonds de...

Acteurs 28.11.2025

En novembre, voici ce que H24 a fait...

Dessins 26.11.2025

Comment répondre à un client (trop) c...

Face au Gérant 28.11.2025

Ce fonds a 20 ans et n’a pas pris une...

Interviews 27.11.2025

« De Sales à CGP » : l’interview H24...

Acteurs 28.11.2025

Quiz : On teste vos connaissances des...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	55.39%
Alken Fund Small Cap Europe	50.95%
Indépendance Europe Small	40.36%
Tailor Actions Avenir ISR	29.76%
Tocqueville Value Euro ISR	28.15%
JPMorgan Euroland Dynamic	26.43%
Moneta Multi Caps	23.39%
Groupama Opportunities Europe	23.16%
BDL Convictions	22.20%
Uzès WWW Perf	22.05%
IDE Dynamic Euro	20.18%
Indépendance France Small & Mid	17.90%
Tocqueville Euro Equity ISR	16.42%
Ecofi Smart Transition	16.18%
Quadrige France Smallcaps	15.98%
R-co 4Change Net Zero Equity Euro	15.87%
VALBOA Engagement ISR	15.58%
DNCA Invest Archer Mid-Cap Europe	14.76%
Mandarine Premium Europe	14.03%
Tikehau European Sovereignty	13.64%
Sycomore Sélection Responsable	13.41%
Lazard Small Caps Euro	12.96%
EdR SICAV Tricolore Convictions	12.31%
Covéa Perspectives Entreprises	12.29%
Sycomore Europe Happy @ Work	11.36%
Groupama Avenir PME Europe	10.39%
Europe Income Family	10.18%
Mandarine Europe Microcap	9.64%
Fidelity Europe	9.48%
ADS Venn Collective Alpha Europe	8.37%
HMG Découvertes	8.14%
Mirova Europe Environmental Equity	8.02%
Gay-Lussac Microcaps Europe	7.93%
Norden SRI	6.08%
Mandarine Unique	5.55%
CPR Croissance Dynamique	4.99%
ELEVA Leaders Small & Mid Cap Europe	4.95%
Dorval Drivers Europe	4.40%
Tocqueville Croissance Euro ISR	4.27%
VEGA France Opportunités ISR	4.20%
VEGA Europe Convictions ISR	3.01%
LFR Euro Développement Durable ISR	1.98%
Echiquier Agenor SRI Mid Cap Europe	1.17%
Amplegest Pricing Power	0.07%
Eiffel Nova Europe ISR	-5.43%
Echiquier Major SRI Growth Europe	-5.84%
ADS Venn Collective Alpha US	-7.03%
DNCA Invest SRI Norden Europe	-7.55%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	15.87%
Dorval European Climate Initiative	12.38%
EdR SICAV Euro Sustainable Equity	11.75%
BDL Transitions Megatrends	11.25%
Palatine Europe Sustainable Employment	8.96%
Aesculape SRI	5.94%
La Française Credit Innovation	4.55%
DNCA Invest Beyond Semperosa	3.10%
Triodos Impact Mixed	1.05%
Triodos Global Equities Impact	0.08%
Triodos Future Generations	-0.32%
Echiquier Positive Impact Europe	-3.18%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	29.11%
Axiom Emerging Markets Corporate Bonds	7.22%
IVO Global High Yield	6.57%
Carmignac Portfolio Credit	6.35%
IVO EM Corporate Debt UCITS	6.13%
Axiom Obligataire	6.11%
LO Fallen Angels	5.88%
Lazard Credit Fi SRI	5.56%
Jupiter Dynamic Bond	5.44%
FTGF Brandywine Global Income Optimiser Fund	5.43%
Lazard Credit Opportunities	5.36%
IVO EM Corporate Debt Short Duration SRI	5.32%
Omnibond	5.26%
Income Euro Sélection	5.12%
EdR SICAV Financial Bonds	5.05%
DNCA Invest Credit Conviction	4.56%
La Française Credit Innovation	4.55%
Axiom Short Duration Bond	4.44%
Schelcher Global Yield 2028	4.34%
Tikehau European High Yield	4.14%
Ofi Invest High Yield 2029	4.01%
EdR SICAV Short Duration Credit	4.01%
Ostrum SRI Crossover	3.92%
R-co Conviction Credit Euro	3.92%
Alken Fund Income Opportunities	3.85%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.77%
Auris Investment Grade	3.72%
Hugau Obli 1-3	3.63%
La Française Rendement Global 2028	3.55%
Hugau Obli 3-5	3.51%
Tikehau 2029	3.50%
Pluvalca Credit Opportunities 2028	3.46%
Ofi Invest Alpha Yield	3.46%
Tikehau 2027	3.41%
EdR SICAV Millesima 2030	3.27%
SLF (F) Opportunité High Yield 2028	3.19%
Tailor Crédit Rendement Cible	3.06%
Auris Euro Rendement	2.93%
EdR Fund Bond Allocation	2.92%
M All Weather Bonds	2.90%
Eiffel Rendement 2028	2.87%
Tailor Credit 2028	2.84%
Mandarine Credit Opportunities	2.41%
Sanso Short Duration	1.53%
Epsilon Euro Bond	1.37%
LO Funds - Short-Term Money Market CHF	0.57%
AXA IM FIIS US Short Duration High Yield	-5.54%
Amundi Cash USD	-7.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.02%