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	13.86%
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	8.39%
Ofi Invest ESG MultiTrack	8.23%
BNY Mellon Global Real Return Fund (EUR)	7.78%
Auris Diversified Beta	7.53%
Eurose	7.41%
Mandarine Solution	7.28%
Dorval Global Allocation	6.97%
Nova Dynamique	6.90%
Exane Ceres	6.88%
Elkano Global Fund	6.50%
Sycomore Next Generation	4.56%
DNCA Invest Evolutif	4.47%
Tikehau International Cross Assets	4.34%
Echiquier ARTY SRI	3.96%
VALBOA Exclusif	3.86%
IDE Dynamic World Flexible	3.29%
Trusteam Optimum	3.20%
Tailor Allocation Defensive	2.92%
VEGA Euro Rendement ISR	2.81%
Monocle Fund	2.31%
ACATIS Value Event	1.44%
ODDO BHF Polaris Balanced	-0.36%
Mansartis Investissements ISR	-2.43%
Gay-Lussac Europe Flex	-3.33%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	106.40%
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	14.76%
Sienna Actions Bas Carbone	14.60%
Echiquier Artificial Intelligence	13.42%
HMG Globetrotter	12.53%
Groupama Global Disruption	12.47%
Groupama Global Active Equity	10.44%
Athymis Industrie 4.0	10.21%
AXA Aedificandi	9.89%
Pictet - Clean Energy Transition	9.76%
Sycomore Sustainable Tech	9.49%
Square Megatrends Champions	9.35%
FTGF ClearBridge Infrastructure Value	9.19%
R-co Thematic Real Estate	8.11%
BNP Paribas Funds Disruptive Technology	7.89%
EdRS Global Resilience	7.32%
Fidelity Global Technology	7.27%
Sienna Actions Internationales	7.06%
Eurizon Fund Equity Innovation	6.82%
GIS Sycomore Ageing Population	6.30%
Franklin Technology Fund	5.80%
EdR Fund Big Data	5.62%
Russell Inv. World Equity Fund	5.18%
ODDO BHF Artificial Intelligence	4.50%
Palatine Amérique	3.96%
JPMorgan Funds - Global Dividend	3.88%
Thematics AI and Robotics	3.88%
Echiquier World Equity Growth	3.86%
JPMorgan Funds - US Technology	3.85%
Covéa Ruptures	3.76%
Mandarine Global Transition	3.42%
Sanso Smart Climate	3.20%
DNCA Invest Beyond Semperosa	3.10%
Pictet - Digital	2.98%
Janus Henderson Horizon Global Sustainable Equity Fund	2.80%
EdR Fund Healthcare	2.62%
CPR Invest Climate Action	2.38%
Claresco USA	2.07%
Mirova Global Sustainable Equity	1.64%
Thematics Water	1.04%
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	-0.19%
Loomis Sayles U.S. Growth Equity	-0.67%
JPMorgan Funds - America Equity	-1.41%
Pictet - Water	-1.83%
CPR Global Disruptive Opportunities	-2.66%
AXA WF Robotech	-2.72%
FTGF Royce US Small Cap Opportunity Fund	-2.85%
MS INVF Global Opportunity	-2.86%
Athymis Millennial	-4.19%
Franklin U.S. Opportunities Fund	-4.30%
ODDO BHF Global Equity Stars	-4.40%
Thematics Meta	-4.69%
Pictet - Security	-6.89%
MS INVF Global Brands	-11.87%
Franklin India Fund	-13.17%

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	6.79%
M&G (Lux) Episode Macro Fund	6.69%
Sienna Performance Absolue Défensif	6.65%
Fidelity Absolute Return Global Equity Fund	6.60%
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	3.91%
Candriam Bonds Credit Alpha	2.22%
Candriam Absolute Return Equity Market Neutral	2.07%

Les fonds choisis par le FRR (Fonds de réserve pour les retraites) pour performer...

Voici la répartition de la poche OPC du portefeuille du FRR à fin 2024.

A noter que cette poche est passée de 3,3 milliards au S1 2024 à + de 3,9 milliards !

FONDS & POIDS DANS LE PORTEFEUILLE OPC

GROUPAMA TRESORERIE P : 11,65%
OFI RS MONETAIRE IC : 10,06%
SCHRODER ISF EMERGING MARKETS I EUR CAP : 9,31%
PICTET-EMERGING LOCAL CURRENCY DEBT-Z USD : 7,68%
THE COLCHESTER LOCAL MARKE ACCUM SHS -I PREMIE : 7,5%
FIDELITY FUNDS EMERGING MARKETS FUND I USD CAP : 5,64%
AVIVA INVESTORS FDS EMERG MARKETS BOND FD V$ C : 4,97%
UNION + : 4,5%
EMERGING MARKETS LOCAL CURRENCY BOND FUND SHS : 4,5%
AMUNDI 3 M I2 : 4,09%
TEMPLETON EMERGING MARKETS BOND FUND I USD CAP : 3,71%
ASHMORE-EMERGING MARKETS LOCAL CURRENCY BOND I : 3,31%
CPR INVEST GLOBAL DISRUPTIVE OPPORTUNITIES X2-EUR : 3,2%
PACIFIC NORTH OF SOUTH EM ALL CAP ACCUM SHS -I : 2,99%
PICTET-GLOBAL EMERGING DEBT-Z USD : 2,71%
VANGUARD EMERGING MARKETS BOND FUND INSTITUTION : 2,69%
RCGF - ROBECO QI EMERGING MARKETS ACTIVE EQUITIES : 2,68%
BLACKROCK EMERGING MARKETS FLEXI DYNAMIC BOND : 2,27%
EDMOND DE ROTHSCHILD FUND – BIG DATA P EUR : 2,05%
NATIXIS IF (LUX) I - THEMATICS SAFETY I/A EUR : 1,6%
BNP PARIBAS CASH INVEST I : 1,29%
ECHIQUIER FUND ARTIFICIAL INTELLIGENCE IXL : 1,15%
AXA COURT TERME I : 0,42%
AMUNDI EURO LIQUIDITY SHORT TERM SRI FCP UNITS : 0,02%
BFT MONETAIRE COURT TERME ISR SICAV : 0%

Publié le mardi 11 mars 2025

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	54.41%
Alken Fund Small Cap Europe	50.95%
Indépendance Europe Small	39.64%
Tailor Actions Avenir ISR	29.76%
Tocqueville Value Euro ISR	28.15%
JPMorgan Euroland Dynamic	26.11%
Moneta Multi Caps	23.39%
Groupama Opportunities Europe	23.33%
BDL Convictions	22.20%
Uzès WWW Perf	22.05%
IDE Dynamic Euro	20.18%
Indépendance France Small & Mid	17.07%
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%
DNCA Invest Archer Mid-Cap Europe	14.76%
Mandarine Premium Europe	14.03%
VALBOA Engagement ISR	13.50%
Sycomore Sélection Responsable	13.41%
Tikehau European Sovereignty	13.38%
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	9.95%
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	7.16%
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%
Echiquier Major SRI Growth Europe	-5.84%
Eiffel Nova Europe ISR	-6.32%
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	10.73%
Palatine Europe Sustainable Employment	8.90%
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	7.23%
IVO Global High Yield	6.47%
Carmignac Portfolio Credit	6.35%
Axiom Obligataire	6.07%
IVO EM Corporate Debt UCITS	6.07%
LO Fallen Angels	5.86%
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	5.26%
Omnibond	5.21%
Income Euro Sélection	5.10%
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	3.68%
Hugau Obli 1-3	3.61%
Tikehau 2029	3.50%
Hugau Obli 3-5	3.49%
La Française Rendement Global 2028	3.46%
Ofi Invest Alpha Yield	3.43%
Tikehau 2027	3.41%
Pluvalca Credit Opportunities 2028	3.36%
EdR SICAV Millesima 2030	3.27%
SLF (F) Opportunité High Yield 2028	3.19%
Tailor Crédit Rendement Cible	3.06%
EdR Fund Bond Allocation	2.92%
M All Weather Bonds	2.90%
Eiffel Rendement 2028	2.87%
Auris Euro Rendement	2.86%
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	0.38%
AXA IM FIIS US Short Duration High Yield	-5.51%
Amundi Cash USD	-7.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.02%