CAC 40	Perf Jour	Perf Ytd
7953.77	-0.18%	+7.76%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	21.34%
GF Ambition Solidaire	19.87%
Moneta Long Short	19.72%
Ginjer Actifs 360	19.62%
Clartan Valeurs	15.64%
R-co Valor	13.85%
BDL Rempart	13.37%
Claresco Allocation Flexible	12.04%
M&G (Lux) Dynamic Allocation Fund	11.20%
Carmignac Patrimoine	10.83%
AXA WF Global Optimal Income	10.59%
ELEVA Global Multi Opportunities	9.21%
R-co Valor Balanced	9.20%
Ruffer Total Return International	8.14%
Dorval Convictions	8.04%
ELEVA AR - Dynamic	7.91%
Sienna Diversifié Flexible Monde	7.78%
First Eagle Amundi International Fund	7.66%
VEGA Patrimoine ISR	7.54%
Mandarine Solution	7.40%
Auris Diversified Beta	7.25%
Ofi Invest ESG MultiTrack	7.24%
Russell Inv. MAGS	7.13%
GIS Global Multi Asset Income	6.85%
BNY Mellon Global Real Return Fund (EUR)	6.80%
Eurose	6.78%
Elkano Global Fund	6.35%
Exane Ceres	5.92%
Dorval Global Allocation	5.50%
Nova Dynamique	4.15%
Sycomore Next Generation	3.68%
Echiquier ARTY SRI	3.36%
VALBOA Exclusif	3.19%
Trusteam Optimum	3.08%
Tikehau International Cross Assets	3.01%
Tailor Allocation Defensive	2.87%
DNCA Invest Evolutif	2.60%
VEGA Euro Rendement ISR	1.96%
IDE Dynamic World Flexible	1.74%
Monocle Fund	1.16%
ACATIS Value Event	-0.10%
ODDO BHF Polaris Balanced	-1.91%
Mansartis Investissements ISR	-4.03%
Gay-Lussac Europe Flex	-5.27%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	91.25%
Jupiter Financial Innovation	20.90%
Piquemal Houghton Global Equities	20.24%
GemEquity	18.42%
Aperture European Innovation	17.61%
Candriam Equities L Oncology	17.13%
Digital Stars Europe	15.48%
Candriam Equities L Robotics & Innovative Technology	14.41%
Echiquier Artificial Intelligence	14.11%
R-co Thematic Blockchain Global Equity	13.27%
Carmignac Investissement	12.89%
Sienna Actions Bas Carbone	12.26%
HMG Globetrotter	12.03%
Auris Gravity US Equity Fund	11.22%
Groupama Global Disruption	9.31%
Athymis Industrie 4.0	8.86%
AXA Aedificandi	8.26%
Sycomore Sustainable Tech	7.86%
FTGF ClearBridge Infrastructure Value	7.59%
Groupama Global Active Equity	7.49%
Pictet - Clean Energy Transition	7.27%
Square Megatrends Champions	7.26%
EdRS Global Resilience	6.70%
R-co Thematic Real Estate	6.28%
Fidelity Global Technology	5.42%
BNP Paribas Funds Disruptive Technology	5.37%
Sienna Actions Internationales	4.28%
Pictet - Digital	3.92%
GIS Sycomore Ageing Population	3.78%
Eurizon Fund Equity Innovation	3.71%
EdR Fund Big Data	3.64%
Franklin Technology Fund	3.42%
ODDO BHF Artificial Intelligence	3.15%
Echiquier World Equity Growth	2.34%
Janus Henderson Horizon Global Sustainable Equity Fund	2.09%
Russell Inv. World Equity Fund	1.85%
Palatine Amérique	1.71%
JPMorgan Funds - Global Dividend	1.51%
Mandarine Global Transition	1.40%
Thematics AI and Robotics	1.27%
CPR Invest Climate Action	0.76%
Covéa Ruptures	0.72%
JPMorgan Funds - US Technology	0.49%
Sanso Smart Climate	0.49%
DNCA Invest Beyond Semperosa	0.42%
M&G (Lux) Global Listed Infrastructure Fund	-0.61%
Echiquier Global Tech	-0.81%
Mirova Global Sustainable Equity	-0.93%
Claresco USA	-1.31%
Covéa Actions Monde	-1.90%
Comgest Monde	-2.24%
EdR Fund Healthcare	-2.38%
Thematics Water	-2.45%
BNP Paribas Aqua	-2.63%
Ofi Invest Grandes Marques	-2.83%
Loomis Sayles U.S. Growth Equity	-2.93%
M&G (Lux) Global Dividend Fund	-2.95%
MS INVF Global Opportunity	-3.20%
Pictet - Water	-4.53%
CPR Global Disruptive Opportunities	-4.70%
JPMorgan Funds - America Equity	-4.83%
BNP Paribas US Small Cap	-4.89%
AXA WF Robotech	-6.70%
ODDO BHF Global Equity Stars	-6.96%
Thematics Meta	-7.17%
Athymis Millennial	-7.29%
Franklin U.S. Opportunities Fund	-7.52%
Pictet - Security	-7.77%
FTGF Royce US Small Cap Opportunity Fund	-8.60%
MS INVF Global Brands	-13.12%
Franklin India Fund	-13.14%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	10.50%
Pictet TR - Atlas Titan	10.23%
H2O Adagio	8.06%
RAM European Market Neutral Equities	7.97%
Fidelity Absolute Return Global Equity Fund	7.28%
Syquant Capital - Helium Selection	6.45%
Sienna Performance Absolue Défensif	6.41%
M&G (Lux) Episode Macro Fund	6.41%
Pictet TR - Atlas	5.56%
DNCA Invest Alpha Bonds	4.83%
Exane Pleiade	4.64%
BNP Paribas Global Absolute Return Bond	4.51%
Cigogne UCITS Credit Opportunities	4.30%
AXA WF Euro Credit Total Return	3.45%
Candriam Bonds Credit Alpha	2.28%
Candriam Absolute Return Equity Market Neutral	1.44%

Les portefeuilles virtuels de "Vie Plus" pour une alternative à l’investissement dans un fonds en euros

Allocation n°1 : Fonds peu volatils avec au moins 5 ans d'historique

EDMOND DE ROTHSCHILD EUROPE CONVERTIBLES A

EXANE PLEIADE 5 FUND

CPR CROISSANCE PRUDENTE

AMUNDI OBLIGATIONS INTERNATIONALES

CARMIGNAC PATRIMOINE

ECHIQUIER PATRIMOINE
Â

Allocation n°2 : Fonds plus volatils avec au moins 5 ans d'historique

EDMOND DE ROTHSCHILD EUROPE CONVERTIBLES A

FIDELITY EURO BALANCED A

BELLATRIX C

BNP PARIBAS OBLI MONDE

CARMIGNAC EURO PATRIMOINE

TEMPLETON GLOBAL TOTAL RETURN EUR

Pour les pourcentages de répartitions sur les fonds et pour visualiser les 3 autres allocations, cliquer sur le PDF de Vie Plus

Ndlr H24 : Trouver un mix d’OPCVM pour essayer de faire mieux que le fonds en euros, c’est effectivement la mission du conseiller financier. Il est même (pour l’instant) rémunéré pour cela. Mais nous savons tous que l'alternative au fonds en euros n'existe pas.

Publié le jeudi 5 décembre 2013

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	50.32%
Alken Fund Small Cap Europe	47.93%
Indépendance Europe Small	36.81%
Tailor Actions Avenir ISR	26.97%
Tocqueville Value Euro ISR	25.03%
JPMorgan Euroland Dynamic	23.83%
Groupama Opportunities Europe	21.39%
Uzès WWW Perf	21.23%
Moneta Multi Caps	20.58%
IDE Dynamic Euro	19.05%
BDL Convictions	17.28%
Quadrige France Smallcaps	16.84%
Indépendance France Small & Mid	15.65%
Tocqueville Euro Equity ISR	14.18%
Ecofi Smart Transition	13.47%
VALBOA Engagement ISR	13.16%
R-co 4Change Net Zero Equity Euro	12.70%
Tikehau European Sovereignty	12.31%
DNCA Invest Archer Mid-Cap Europe	11.53%
Covéa Perspectives Entreprises	10.72%
Mandarine Premium Europe	10.56%
Sycomore Sélection Responsable	10.52%
EdR SICAV Tricolore Convictions	10.08%
Europe Income Family	9.93%
Lazard Small Caps Euro	8.89%
Sycomore Europe Happy @ Work	8.68%
Mandarine Europe Microcap	7.23%
Fidelity Europe	6.51%
Gay-Lussac Microcaps Europe	6.27%
HMG Découvertes	6.06%
Groupama Avenir PME Europe	6.03%
ADS Venn Collective Alpha Europe	5.53%
Mirova Europe Environmental Equity	4.99%
Norden SRI	2.82%
CPR Croissance Dynamique	2.66%
VEGA France Opportunités ISR	2.54%
Tocqueville Croissance Euro ISR	2.50%
ELEVA Leaders Small & Mid Cap Europe	2.44%
Mandarine Unique	2.27%
Dorval Drivers Europe	1.65%
LFR Euro Développement Durable ISR	0.55%
VEGA Europe Convictions ISR	0.48%
Echiquier Agenor SRI Mid Cap Europe	-1.03%
Amplegest Pricing Power	-1.06%
Echiquier Major SRI Growth Europe	-7.32%
Eiffel Nova Europe ISR	-7.32%
DNCA Invest SRI Norden Europe	-9.74%
ADS Venn Collective Alpha US	-9.98%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	12.70%
Dorval European Climate Initiative	9.60%
EdR SICAV Euro Sustainable Equity	8.75%
Palatine Europe Sustainable Employment	8.24%
BDL Transitions Megatrends	7.63%
La Française Credit Innovation	4.01%
Aesculape SRI	2.43%
DNCA Invest Beyond Semperosa	0.42%
Triodos Impact Mixed	0.00%
Triodos Global Equities Impact	-1.82%
Triodos Future Generations	-3.95%
Echiquier Positive Impact Europe	-5.37%

OBLIGATIONS Perf. YTD

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H2O Multibonds	28.06%
Axiom Emerging Markets Corporate Bonds	7.03%
IVO Global High Yield	6.39%
IVO EM Corporate Debt UCITS	6.11%
Carmignac Portfolio Credit	6.03%
Axiom Obligataire	5.82%
LO Fallen Angels	5.32%
IVO EM Corporate Debt Short Duration SRI	5.28%
Lazard Credit Fi SRI	5.16%
FTGF Brandywine Global Income Optimiser Fund	5.02%
Income Euro Sélection	4.95%
Omnibond	4.91%
Jupiter Dynamic Bond	4.72%
Lazard Credit Opportunities	4.63%
EdR SICAV Financial Bonds	4.55%
Schelcher Global Yield 2028	4.46%
Axiom Short Duration Bond	4.42%
DNCA Invest Credit Conviction	4.14%
La Française Credit Innovation	4.01%
EdR SICAV Short Duration Credit	3.78%
Tikehau European High Yield	3.73%
Ostrum SRI Crossover	3.70%
Ofi Invest High Yield 2029	3.69%
R-co Conviction Credit Euro	3.61%
Hugau Obli 1-3	3.51%
Ofi Invest Alpha Yield	3.37%
Hugau Obli 3-5	3.35%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.26%
Alken Fund Income Opportunities	3.22%
Tikehau 2029	3.22%
La Française Rendement Global 2028	3.17%
Tikehau 2027	3.16%
Auris Investment Grade	3.15%
Pluvalca Credit Opportunities 2028	3.11%
EdR SICAV Millesima 2030	2.83%
Tailor Crédit Rendement Cible	2.83%
M All Weather Bonds	2.79%
Auris Euro Rendement	2.72%
Tailor Credit 2028	2.61%
SLF (F) Opportunité High Yield 2028	2.56%
EdR Fund Bond Allocation	2.50%
Eiffel Rendement 2028	2.24%
Mandarine Credit Opportunities	1.96%
Sanso Short Duration	1.44%
Epsilon Euro Bond	1.11%
LO Funds - Short-Term Money Market CHF	0.90%
AXA IM FIIS US Short Duration High Yield	-6.04%
Amundi Cash USD	-6.80%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.84%