CAC 40	Perf Jour	Perf Ytd
7927.17	-0.68%	-2.78%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	3.15%
BNY Mellon Global Real Return Fund (EUR)	2.33%
Elkano Global Fund	2.19%
M&G (Lux) Dynamic Allocation Fund	1.72%
Ginjer Actifs 360	1.64%
First Eagle Amundi International Fund	0.51%
H2O Moderato	0.18%
Mandarine Solution	-0.04%
Carmignac Patrimoine	-0.25%
Eurose	-0.61%
Moneta Long Short	-0.87%
Trusteam Optimum	-0.91%
Nova Dynamique	-1.23%
Russell Inv. MAGS	-1.33%
GF Ambition Solidaire	-1.41%
Echiquier ARTY SRI	-1.77%
GIS Global Multi Asset Income	-1.99%
Dorval Global Allocation	-2.03%
Tailor Allocation Defensive	-2.04%
H2O Multistrategies	-2.50%
Clartan Valeurs	-2.69%
VEGA Euro Rendement ISR	-2.76%
R-co Valor Balanced	-2.83%
AXA WF Global Optimal Income	-2.92%
Varenne Valeur	-3.00%
ODDO BHF Polaris Balanced	-3.36%
Sienna Diversifié Flexible Monde	-3.42%
Dorval Convictions	-3.61%
Tikehau International Cross Assets	-4.28%
R-co Valor	-4.37%
Mansartis Investissements ISR	-5.13%
VEGA Patrimoine ISR	-5.25%
DNCA Invest Evolutif	-5.30%
Exane Ceres	-5.41%
ELEVA Global Multi Opportunities	-6.91%
ACATIS Value Event	-7.13%
Varenne Global	-7.53%
IDE Dynamic World Flexible	-7.93%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
FTGF ClearBridge Infrastructure Value Fund	10.77%
EdR Goldsphere	10.45%
CM-AM Global Gold	9.99%
CPR Invest Global Gold Mines	9.03%
IAM Space	8.98%
Pictet - Clean Energy Transition	8.73%
Templeton Emerging Markets Fund	7.97%
Piquemal Houghton Global Equities	5.87%
Aperture European Innovation	3.18%
Thematics Water	3.11%
HMG Globetrotter	3.04%
M&G (Lux) Global Dividend Fund	2.40%
SKAGEN Kon-Tiki	2.28%
M&G (Lux) European Strategic Value Fund	2.11%
Longchamp Dalton Japan Long Only	2.10%
EdR SICAV Global Resilience	2.08%
DNCA Invest Strategic Resources	1.29%
Groupama Global Active Equity	0.75%
GemEquity	0.57%
Groupama Global Disruption	0.54%
BNP Paribas Aqua	0.35%
BNP Paribas US Small Cap	0.06%
Athymis Industrie 4.0	-0.03%
Mandarine Global Transition	-0.21%
JPMorgan Funds - Global Dividend	-0.28%
DNCA Invest Sustain Climate	-0.52%
H2O Multiequities	-0.79%
FTGF Putnam US Research Fund	-1.48%
Palatine Amérique	-1.72%
Sycomore Sustainable Tech	-2.16%
Fidelity Global Technology	-2.60%
JPMorgan Funds - America Equity	-3.31%
Candriam Equities L Oncology	-3.39%
Allianz Innovation Souveraineté Européenne	-3.39%
AXA Aedificandi	-3.56%
Sienna Actions Internationales	-3.58%
R-co Thematic Real Estate	-3.61%
EdR Fund Big Data	-3.67%
Carmignac Investissement	-3.90%
EdR Fund Healthcare	-4.58%
Echiquier World Equity Growth	-4.74%
Franklin Technology Fund	-4.90%
Echiquier Global Tech	-5.18%
Mirova Global Sustainable Equity	-5.29%
Sienna Actions Bas Carbone	-5.37%
Thematics Meta	-5.76%
Athymis Millennial	-6.05%
BNP Paribas Funds Disruptive Technology	-6.52%
Comgest Monde	-6.87%
Candriam Equities L Robotics & Innovative Technology	-6.88%
Ofi Invest Grandes Marques	-7.07%
GIS Sycomore Ageing Population	-7.57%
Thematics AI and Robotics	-7.97%
Square Megatrends Champions	-8.23%
ODDO BHF Artificial Intelligence	-9.04%
Echiquier Artificial Intelligence	-10.09%
Loomis Sayles U.S. Growth Equity	-10.22%
Auris Gravity US Equity Fund	-11.33%
R-co Thematic Blockchain Global Equity	-15.26%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Sirius	3.87%
Candriam Absolute Return Equity Market Neutral	3.23%
JPMorgan Funds - Europe Equity Absolute Alpha	2.32%
Pictet TR - Atlas Titan	1.72%
RAM European Market Neutral Equities	1.34%
Pictet TR - Atlas	0.92%
Sapienta Absolu	0.86%
Syquant Capital - Helium Selection	0.65%
Candriam Bonds Credit Alpha	0.46%
Schelcher Optimal Income	0.17%
Cigogne UCITS Credit Opportunities	0.02%
H2O Adagio	-0.23%
BNP Paribas Global Absolute Return Bond	-0.42%
DNCA Invest Alpha Bonds	-0.48%
BDL Durandal	-0.70%
AXA WF Euro Credit Total Return	-0.78%
ELEVA Global Bonds Opportunities	-0.90%
Jupiter Merian Global Equity Absolute Return	-1.43%
Alken Fund Absolute Return Europe	-1.79%
Sienna Performance Absolue Défensif	-3.72%
Fidelity Absolute Return Global Equity Fund	-4.75%
ELEVA Absolute Return Dynamic	-5.33%
Exane Pleiade	-5.47%
MacroSphere Global Fund	-7.45%

La liste des fonds gagnants de la 21ème édition des Morningstar Awards...

Les meilleurs fonds Actions :

Actions France grandes capitalisations : Pluvalca Allcaps (Financière Arbevel)

Actions France petites et moyennes capitalisations : Découvertes (HMG Finance)

Actions Europe : JPM Europe Strategic Growth (JP Morgan AM)

Actions Internationales : SPDR MSCI ACWI IMI UCITS ETF (SPDR ETF France, State Street Global Advisor)

Prix du meilleur fonds Allocation : Sextant Grand Large (Amiral Gestion)

Prix du meilleur fonds Obligations : Schroder ISF Euro Corporate Bond (Schroder IM)

Enfin, les prix "Meilleurs groupes" ont récompensé Fidelity International sur deux catégories (gammes Actions et toutes classes d'actifs) et Aviva Investors (gamme Obligations).

Publié le mercredi 1 mars 2017

Autres articles

Et + Encore

Objectif : toujours gagner...

Publié le 02 avril 2026

Patrimoine et Fiscalité

Conformité - Réglementation des CGP : 3 actus qu'il ne fallait pas manquer en mars...

Publié le 01 avril 2026

Produits

Palmarès - Une liste de fonds à montrer à vos clients ayant vécu un trimestre compliqué...

Publié le 01 avril 2026

Buzz H24

Produits 26.03.2026

Le Crédit dans vos allocations : quel...

Dessins 26.03.2026

La fin de l'abondance ?

Vidéos 27.03.2026

Les minières aurifères, toujours un b...

Marché 27.03.2026

L'or est-il toujours une valeur refug...

Un Témoin dans la Salle 26.03.2026

Ne repondérez pas vos actifs risqués...

Produits 25.03.2026

La composition du portefeuille idéal...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	2.94%
Ginjer Detox European Equity	1.79%
Chahine Funds - Equity Continental Europe	1.02%
JPMorgan Euroland Dynamic	0.63%
Tailor Actions Entrepreneurs	0.08%
Indépendance Europe Mid	-0.24%
Groupama Opportunities Europe	-0.63%
Maxima	-1.45%
BDL Convictions	-1.84%
Mandarine Premium Europe	-2.11%
Echiquier Agenor SRI Mid Cap Europe	-2.37%
CPR Invest - European Strategic Autonomy	-3.05%
Axiom European Banks Equity	-3.10%
Sycomore Europe Happy @ Work	-3.26%
Indépendance France Small & Mid	-3.29%
Gay-Lussac Microcaps Europe	-3.48%
Tikehau European Sovereignty	-3.70%
HMG Découvertes	-3.73%
IDE Dynamic Euro	-3.88%
Fidelity Europe	-3.99%
Tocqueville Value Euro ISR	-4.05%
Pluvalca Initiatives PME	-4.19%
Tocqueville Euro Equity ISR	-4.48%
Tailor Actions Avenir ISR	-4.92%
Moneta Multi Caps	-4.99%
Sycomore Sélection Responsable	-5.41%
DNCA Invest Archer Mid-Cap Europe	-5.51%
Mandarine Europe Microcap	-5.60%
Amplegest Pricing Power	-5.60%
INOCAP France Smallcaps	-6.05%
ODDO BHF Active Small Cap	-6.44%
VALBOA Engagement	-6.50%
LFR Inclusion Responsable ISR	-6.57%
R-co 4Change Net Zero Equity Euro	-6.62%
Tocqueville Croissance Euro ISR	-6.74%
Alken European Opportunities	-6.81%
Echiquier Major SRI Growth Europe	-7.43%
Lazard Small Caps Euro	-7.77%
Mandarine Unique	-7.89%
DNCA Invest SRI Norden Europe	-7.90%
VEGA Europe Convictions ISR	-8.65%
Europe Income Family	-8.87%
Dorval Drivers Europe	-8.96%
VEGA France Opportunités ISR	-8.98%
Uzès WWW Perf	-10.59%
EdR SICAV Tricolore Convictions	-11.97%
Groupama Avenir PME Europe	-13.85%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
M Climate Solutions	5.79%
Regnan Sustainable Water & Waste	1.75%
Echiquier Positive Impact Europe	-0.78%
Storebrand Global Solutions	-0.85%
Triodos Impact Mixed	-1.46%
La Française Credit Innovation	-1.64%
Triodos Global Equities Impact	-1.84%
EdR SICAV Euro Sustainable Equity	-3.48%
Dorval European Climate Initiative	-3.68%
Triodos Future Generations	-3.71%
BDL Transitions Megatrends	-4.29%
DNCA Invest Sustain Semperosa	-6.42%
Ecofi Smart Transition	-6.45%
Palatine Europe Sustainable Employment	-6.51%
R-co 4Change Net Zero Equity Euro	-6.62%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Amundi Cash USD	1.94%
Templeton Global Total Return Fund	0.99%
LO Funds - Short-Term Money Market CHF	0.91%
Syquant Capital - Helium Invest	0.50%
Axiom Short Duration Bond	0.12%
M&G (Lux) Emerging Markets Bond Fund	0.11%
IVO EM Corporate Debt UCITS	-0.13%
Franklin Euro Short Duration Bond Fund	-0.18%
Axiom Emerging Markets Corporate Bonds	-0.24%
M International Convertible 2028	-0.24%
Jupiter Dynamic Bond	-0.25%
IVO Global High Yield	-0.28%
IVO EM Corporate Debt Short Duration SRI	-0.49%
Income Euro Sélection	-0.54%
Hugau Obli 1-3	-0.61%
DNCA Invest Credit Conviction	-0.65%
Hugau Obli 3-5	-0.75%
SLF (L) Bond 12M	-0.76%
Axiom Obligataire	-0.83%
Lazard Euro Short Duration Income Opportunities SRI	-0.94%
Ostrum SRI Crossover	-0.98%
Carmignac Portfolio Credit	-1.01%
EdR SICAV Short Duration Credit	-1.02%
R-co Conviction Credit Euro	-1.04%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	-1.06%
Mandarine Credit Opportunities	-1.32%
Lazard Credit Fi SRI	-1.41%
Ofi Invest Alpha Yield	-1.41%
Auris Euro Rendement	-1.45%
Sycoyield 2030	-1.51%
Ostrum Euro High Income Fund	-1.55%
Tailor Crédit Rendement Cible	-1.58%
EdR SICAV Financial Bonds	-1.60%
La Française Credit Innovation	-1.64%
EdR Fund Bond Allocation	-1.81%
Tikehau European High Yield	-1.85%
EdR SICAV Millesima 2030	-2.00%
LO Fallen Angels	-2.03%
Eiffel High Yield Low Carbon	-2.29%
Tikehau 2031	-2.31%
Omnibond	-2.31%
Eiffel Rendement 2030	-2.59%
Lazard Credit Opportunities	-2.68%
CPR Absolute Return Bond	-3.09%
H2O Multibonds	-4.77%