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 Grand Prix de la Finance 22.20%
H2O Moderato 22.11%
Moneta Long Short 21.45%
GF Ambition Solidaire 19.87%
Clartan Valeurs 18.39%
BDL Rempart Grand Prix de la Finance 16.69%
R-co Valor Grand Prix de la Finance 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 Grand Prix de la Finance 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 Grand Prix de la Finance 7.41%
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 4.38%
Echiquier ARTY SRI Grand Prix de la Finance 3.97%
VALBOA Exclusif 3.83%
IDE Dynamic World Flexible 3.29%
Trusteam Optimum 3.20%
Tailor Allocation Defensive Grand Prix de la Finance 2.92%
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 106.40%
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 Grand Prix de la Finance 15.63%
Auris Gravity US Equity Fund 14.74%
Sienna Actions Bas Carbone 14.60%
Echiquier Artificial Intelligence Grand Prix de la Finance 13.42%
HMG Globetrotter 12.53%
Groupama Global Disruption 12.47%
Pictet - Clean Energy Transition Grand Prix de la Finance 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%
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 6.36%
Franklin Technology Fund 5.80%
EdR Fund Big Data Grand Prix de la Finance 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 Grand Prix de la Finance 3.86%
JPMorgan Funds - US Technology 3.85%
Covéa Ruptures 3.76%
Mandarine Global Transition 3.42%
Pictet - Digital 3.38%
Sanso Smart Climate Grand Prix de la Finance 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 1.04%
Covéa Actions Monde 0.92%
BNP Paribas Aqua Grand Prix de la Finance 0.74%
M&G (Lux) Global Dividend Fund 0.48%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.36%
Comgest Monde Grand Prix de la Finance 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 -0.67%
JPMorgan Funds - America Equity -1.41%
Pictet - Water Grand Prix de la Finance -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 -4.69%
Pictet - Security -6.19%
MS INVF Global Brands -11.58%
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 6.89%
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 Grand Prix de la Finance 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 Grand Prix de la Finance 2.07%
Articles Produits

Les meilleurs fonds pour profiter du rebond potentiel des petites et moyennes capitalisations sur 2024...

 

 

Malgré un environnement difficile, ces fonds ont su dégager de la performance sur les 5 dernières années :

 

FONDS

Perf 5 ans

Indépendance Europe Small

+76,89%

DNCA Invest Archer Mid-Cap Europe

+68,56%

Indépendance France Small

+67,75%

Erasmus Small Cap Euro

+49,95%

Quadrige Europe Midcaps

+49,89%

Lazard Small Caps France

+45,23%

Quadrige France Smallcaps

+45,06%

Mandarine Europe Microcap

+41,6%

MAM Premium Europe

+41,3%

Quadrator SRI

+39,8%

Richelieu Family

+39,4%

Groupama Avenir Euro

+37,01%

Gay-Lussac Smallcaps

+34,64%

Mandarine Unique

+17,5%

France Engagement

+16,5%

Eiffel Nova Europe ISR

+14,46%

La Française Actions France PME

+11,93%

Erasmus Mid Cap Euro

+10,75%

Dorval Manageurs Small Cap Euro

+2,88%

 

Performance 5 ans basée sur la dernière VL disponible au 19/02/2024.

Article rédigé par H24 Finance. Tous droits réservés.

Publié le lundi 19 février 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 55.39%
Alken Fund Small Cap Europe 50.95%
Indépendance Europe Small Grand Prix de la Finance 40.36%
Tailor Actions Avenir ISR 29.76%
Tocqueville Value Euro ISR 28.15%
JPMorgan Euroland Dynamic 26.11%
Moneta Multi Caps Grand Prix de la Finance 23.39%
Groupama Opportunities Europe 23.16%
BDL Convictions Grand Prix de la Finance 22.20%
Uzès WWW Perf 22.05%
IDE Dynamic Euro 20.18%
Indépendance France Small & Mid Grand Prix de la Finance 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 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 7.93%
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 Grand Prix de la Finance 1.17%
Amplegest Pricing Power Grand Prix de la Finance 0.07%
Eiffel Nova Europe ISR -5.43%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.84%
ADS Venn Collective Alpha US -7.03%
DNCA Invest SRI Norden Europe -7.55%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 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 Grand Prix de la Finance 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 5.21%
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 3.61%
La Française Rendement Global 2028 3.55%
Tikehau 2029 3.50%
Hugau Obli 3-5 3.49%
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 -5.51%
Amundi Cash USD -7.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional -10.02%