CAC 40	Perf Jour	Perf Ytd
7654.25	-0.7%	+3.71%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	20.57%
H2O Moderato	19.81%
BDL Rempart	16.97%
Moneta Long Short	16.07%
Ginjer Actifs 360	16.05%
Claresco Allocation Flexible	10.85%
R-co Valor	9.03%
Carmignac Patrimoine	8.78%
Clartan Valeurs	8.35%
Dorval Convictions	8.34%
Exane Ceres	7.10%
AXA WF Global Optimal Income	6.70%
M&G (Lux) Dynamic Allocation Fund	6.69%
Auris Diversified Beta	6.30%
Eurose	6.26%
R-co Valor Balanced	6.26%
ELEVA AR - Dynamic	6.19%
Sienna Diversifié Flexible Monde	6.16%
Ruffer Total Return International	6.10%
VEGA Patrimoine ISR	6.10%
ELEVA Global Multi Opportunities	5.94%
Ofi Invest ESG MultiTrack	5.08%
Russell Inv. MAGS	4.92%
Mandarine Solution	4.78%
Monocle Fund	4.22%
Dorval Global Allocation	4.15%
Elkano Global Fund	3.73%
BNY Mellon Global Real Return Fund (EUR)	3.70%
GIS Global Multi Asset Income	3.68%
Tikehau International Cross Assets	3.08%
Sycomore Next Generation	2.91%
Echiquier ARTY SRI	2.81%
DNCA Invest Evolutif	2.71%
Trusteam Optimum	2.68%
Tailor Allocation Defensive	2.18%
First Eagle Amundi International Fund	1.89%
VEGA Euro Rendement ISR	1.33%
ACATIS Value Event	0.19%
Lazard Patrimoine SRI	-0.18%
Gay-Lussac Europe Flex	-0.58%
IDE Dynamic World Flexible	-0.60%
VALBOA Exclusif	-0.67%
Nova Dynamique	-1.72%
ODDO BHF Polaris Balanced	-2.02%
Mansartis Investissements ISR	-3.63%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	60.55%
Jupiter Financial Innovation	22.70%
Digital Stars Europe	15.48%
Piquemal Houghton Global Equities	14.49%
Aperture European Innovation	14.19%
Auris Gravity US Equity Fund	11.99%
Tikehau European Sovereignty	11.95%
AXA Aedificandi	11.13%
Sienna Actions Bas Carbone	9.98%
R-co Thematic Real Estate	9.63%
R-co Thematic Blockchain Global Equity	9.20%
Candriam Equities L Robotics & Innovative Technology	7.54%
Athymis Industrie 4.0	6.81%
Carmignac Investissement	6.63%
HMG Globetrotter	5.10%
Echiquier Artificial Intelligence	4.55%
Square Megatrends Champions	4.19%
Sycomore Sustainable Tech	3.44%
VIA Smart Equity World	3.33%
FTGF ClearBridge Infrastructure Value	2.71%
GIS Sycomore Ageing Population	2.46%
Pictet - Digital	1.96%
Janus Henderson Horizon Global Sustainable Equity Fund	1.68%
EdR Fund Big Data	1.56%
Groupama Global Active Equity	1.27%
Fidelity Global Technology	1.04%
JPMorgan Funds - Global Dividend	0.80%
BNP Paribas Aqua	0.48%
Sienna Actions Internationales	0.40%
Mandarine Global Transition	0.31%
Pictet - Clean Energy Transition	0.30%
Candriam Equities L Oncology	0.24%
MS INVF Global Opportunity	0.18%
Franklin Technology Fund	0.13%
Groupama Global Disruption	-0.06%
Thematics Water	-0.07%
DNCA Invest Beyond Semperosa	-0.07%
ODDO BHF Artificial Intelligence	-0.35%
Thematics AI and Robotics	-0.37%
Pictet - Water	-0.59%
Palatine Amérique	-0.62%
CPR Invest Climate Action	-0.93%
Russell Inv. World Equity Fund	-0.95%
BNP Paribas Funds Disruptive Technology	-0.96%
Echiquier World Equity Growth	-0.99%
M&G (Lux) Global Listed Infrastructure Fund	-1.07%
Covéa Ruptures	-1.27%
Eurizon Fund Equity Innovation	-1.33%
JPMorgan Funds - US Technology	-1.36%
Sanso Smart Climate	-1.44%
Mirova Global Sustainable Equity	-2.92%
M&G (Lux) Global Dividend Fund	-3.68%
Loomis Sayles U.S. Growth Equity	-4.04%
Pictet - Security	-4.07%
Comgest Monde	-4.11%
Covéa Actions Monde	-4.42%
Ofi Invest Grandes Marques	-4.61%
Echiquier Global Tech	-4.67%
Thematics Meta	-4.73%
EdR Fund US Value	-5.31%
JPMorgan Funds - America Equity	-5.35%
BNP Paribas US Small Cap	-5.66%
Claresco USA	-5.75%
FTGF Royce US Small Cap Opportunity Fund	-5.83%
Franklin U.S. Opportunities Fund	-5.95%
AXA WF Robotech	-6.09%
ODDO BHF Global Equity Stars	-6.47%
Athymis Millennial	-7.13%
MS INVF Global Brands	-7.31%
CPR Global Disruptive Opportunities	-7.89%
EdR Fund Healthcare	-8.12%
Franklin India Fund	-15.55%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	7.69%
H2O Adagio	7.37%
RAM European Market Neutral Equities	7.09%
Pictet TR - Atlas Titan	6.34%
Sienna Performance Absolue Défensif	5.69%
BNP Paribas Global Absolute Return Bond	5.55%
Syquant Capital - Helium Selection	5.07%
Pictet TR - Atlas	3.61%
Cigogne UCITS Credit Opportunities	3.56%
DNCA Invest Alpha Bonds	3.54%
Exane Pleiade	3.37%
AXA WF Euro Credit Total Return	2.99%
Fidelity Absolute Return Global Equity Fund	2.79%
M&G (Lux) Episode Macro Fund	2.56%
Candriam Bonds Credit Alpha	1.95%
Candriam Absolute Return Equity Market Neutral	1.04%

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

Autres articles

Produits

Performance absolue : Nortia vous propose un "véhicule de référence"...

Publié le 02 septembre 2025

Et + Encore

Le retour du « Club expert boursier »...

Publié le 02 septembre 2025

Interviews

L'interview "décalée H24" d'Estelle Ménard (LCL)...

Publié le 02 septembre 2025

Buzz H24

Vidéos 31.07.2025

Les bâtisseurs du nouveau monde...

Interviews 25.07.2025

Du changement chez Trusteam...

Produits 25.07.2025

Quels fonds ont été privilégiés par l...

Dessins 31.07.2025

Le réflexe d'un gérant avant le mois...

Acteurs 01.08.2025

En juillet, voici ce que H24 a fait p...

Patrimoine et Fiscalité 25.07.2025

Conformité - réglementation des CGP :...

ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	48.19%
Axiom European Banks Equity	42.75%
Indépendance Europe Small	38.96%
Tailor Actions Avenir ISR	26.97%
IDE Dynamic Euro	23.62%
Tocqueville Value Euro ISR	22.59%
JPMorgan Euroland Dynamic	21.79%
Indépendance France Small & Mid	21.30%
BDL Convictions	20.62%
Groupama Opportunities Europe	20.46%
Uzès WWW Perf	20.17%
VALBOA Engagement ISR	19.92%
Quadrige France Smallcaps	18.58%
Moneta Multi Caps	17.40%
DNCA Invest Archer Mid-Cap Europe	16.49%
Mandarine Premium Europe	14.61%
Richelieu Family	14.18%
Covéa Perspectives Entreprises	13.64%
R-co 4Change Net Zero Equity Euro	13.29%
Tocqueville Euro Equity ISR	11.63%
Mandarine Europe Microcap	11.51%
Ecofi Smart Transition	11.42%
Europe Income Family	11.25%
Groupama Avenir PME Europe	11.00%
Gay-Lussac Microcaps Europe	10.97%
Sycomore Sélection Responsable	10.59%
EdR SICAV Tricolore Convictions	9.06%
Sycomore Europe Happy @ Work	7.93%
Fidelity Europe	6.87%
ELEVA Leaders Small & Mid Cap Europe	6.61%
Mandarine Unique	6.47%
HMG Découvertes	5.90%
Mirova Europe Environmental Equity	5.73%
ADS Venn Collective Alpha Europe	4.45%
Dorval Drivers Europe	4.12%
Norden SRI	4.07%
Lazard Small Caps France	3.73%
Echiquier Agenor SRI Mid Cap Europe	3.04%
LFR Euro Développement Durable ISR	0.96%
CPR Croissance Dynamique	0.39%
VEGA France Opportunités ISR	-0.24%
Tocqueville Croissance Euro ISR	-0.33%
Amplegest Pricing Power	-0.72%
VEGA Europe Convictions ISR	-1.40%
Eiffel Nova Europe ISR	-3.02%
DNCA Invest SRI Norden Europe	-4.10%
Echiquier Major SRI Growth Europe	-7.91%
ADS Venn Collective Alpha US	-8.32%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.29%
Dorval European Climate Initiative	11.80%
EdR SICAV Euro Sustainable Equity	8.30%
BDL Transitions Megatrends	7.81%
Palatine Europe Sustainable Employment	5.27%
La Française Credit Innovation	3.70%
Triodos Future Generations	1.91%
DNCA Invest Beyond Semperosa	-0.07%
Triodos Impact Mixed	-0.75%
Echiquier Positive Impact Europe	-2.60%
Triodos Global Equities Impact	-3.00%
Aesculape SRI	-5.02%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	24.19%
IVO Global High Yield	6.19%
Axiom Emerging Markets Corporate Bonds	5.79%
Carmignac Portfolio Credit	5.14%
IVO EM Corporate Debt UCITS	5.07%
Axiom Obligataire	4.91%
Income Euro Sélection	4.72%
LO Fallen Angels	4.66%
IVO EM Corporate Debt Short Duration SRI	4.41%
Omnibond	4.24%
Schelcher Global Yield 2028	4.14%
FTGF Brandywine Global Income Optimiser Fund	4.00%
Tikehau European High Yield	3.91%
La Française Credit Innovation	3.70%
Axiom Short Duration Bond	3.50%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.40%
SLF (LUX) Bond High Yield Opportunity 2026	3.22%
Jupiter Dynamic Bond	3.21%
Ofi Invest High Yield 2029	3.19%
Ofi Invest Alpha Yield	3.15%
DNCA Invest Credit Conviction	3.14%
Ostrum SRI Crossover	3.13%
R-co Conviction Credit Euro	3.03%
La Française Rendement Global 2028	2.97%
Alken Fund Income Opportunities	2.94%
Tikehau 2029	2.81%
Pluvalca Credit Opportunities 2028	2.81%
Tailor Credit 2028	2.77%
Tikehau 2027	2.76%
Tailor Crédit Rendement Cible	2.70%
Mandarine Credit Opportunities	2.62%
Auris Euro Rendement	2.61%
Auris Investment Grade	2.44%
Eiffel Rendement 2028	2.36%
Lazard Credit Opportunities	2.29%
M All Weather Bonds	1.90%
Richelieu Euro Credit Unconstrained	1.86%
EdR Fund Bond Allocation	1.63%
Sanso Short Duration	1.14%
LO Funds - Short-Term Money Market CHF	0.10%
Epsilon Euro Bond	0.03%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.69%
AXA IM FIIS US Short Duration High Yield	-7.57%
Amundi Cash USD	-8.95%