CAC 40 Perf Jour Perf Ytd
7683.73 -0.76% +4.11%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 19.36%
H2O Moderato 16.48%
BDL Rempart Grand Prix de la Finance 15.91%
Ginjer Actifs 360 Grand Prix de la Finance 12.92%
Moneta Long Short 11.54%
Clartan Valeurs 9.03%
Exane Ceres 8.52%
Claresco Allocation Flexible 7.93%
Dorval Convictions 7.82%
Ruffer Total Return International 6.23%
Eurose Grand Prix de la Finance 6.19%
Carmignac Patrimoine 5.96%
VEGA Patrimoine ISR 5.80%
Auris Diversified Beta 4.90%
M&G (Lux) Dynamic Allocation Fund 4.51%
ELEVA AR - Dynamic 4.30%
Sienna Diversifié Flexible Monde 3.95%
Echiquier ARTY SRI Grand Prix de la Finance 3.21%
Gay-Lussac Europe Flex 2.85%
Dorval Global Allocation 2.54%
ELEVA Global Multi Opportunities 2.32%
AXA WF Global Optimal Income 2.28%
Sycomore Next Generation 2.26%
VALBOA Exclusif 2.22%
BNY Mellon Global Real Return Fund (EUR) 2.08%
Tikehau International Cross Assets 2.02%
Trusteam Optimum 1.93%
Monocle Fund 1.91%
Ofi Invest ESG MultiTrack 1.88%
VEGA Euro Rendement ISR 1.68%
Tailor Allocation Defensive Grand Prix de la Finance 1.55%
R-co Valor Balanced Grand Prix de la Finance 1.47%
Russell Inv. MAGS 1.33%
Elkano Global Fund 1.28%
DNCA Invest Evolutif 1.10%
R-co Valor Grand Prix de la Finance 1.06%
Mandarine Solution 0.73%
GIS Global Multi Asset Income 0.14%
Lazard Patrimoine SRI -0.19%
ACATIS Value Event -0.24%
First Eagle Amundi International Fund -0.99%
Echiquier Allocation Flexible -1.68%
ODDO BHF Polaris Balanced -2.61%
IDE Dynamic World Flexible -3.12%
Mansartis Investissements ISR -3.25%
Nova Dynamique -4.26%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 42.19%
Aperture European Innovation 13.88%
Digital Stars Europe 12.98%
Sienna Actions Bas Carbone 10.37%
Jupiter Financial Innovation 10.31%
R-co Thematic Real Estate 8.29%
AXA Aedificandi 8.10%
Piquemal Houghton Global Equities 7.23%
Auris Gravity US Equity Fund 4.50%
GIS SRI Ageing Population 4.23%
Candriam Equities L Robotics & Innovative Technology 4.01%
Athymis Industrie 4.0 3.75%
DNCA Invest Beyond Semperosa 3.30%
FTGF ClearBridge Infrastructure Value 3.02%
HMG Globetrotter 1.27%
Carmignac Investissement Grand Prix de la Finance 1.22%
MS INVF Global Opportunity 0.42%
Janus Henderson Horizon Global Sustainable Equity Fund 0.00%
Echiquier Artificial Intelligence Grand Prix de la Finance -0.33%
Square Megatrends Champions -0.35%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.46%
R-co Thematic Blockchain Global Equity -0.60%
Pictet - Digital -1.02%
Mandarine Global Transition -1.21%
BNP Paribas Aqua Grand Prix de la Finance -1.33%
Sycomore Sustainable Tech -1.33%
EdR Fund Big Data Grand Prix de la Finance -1.41%
Candriam Equities L Oncology -1.70%
Fidelity Global Technology -2.06%
JPMorgan Funds - Global Dividend -2.49%
VIA Smart Equity World -2.56%
CPR Invest Climate Action -3.23%
Thematics Water -3.56%
Pictet - Security -3.62%
Sienna Actions Internationales -3.81%
M&G (Lux) Global Dividend Fund -4.11%
Pictet - Water Grand Prix de la Finance -4.17%
Comgest Monde Grand Prix de la Finance -4.26%
Mirova Global Sustainable Equity -4.38%
Groupama Global Active Equity -4.63%
Echiquier World Equity Growth Grand Prix de la Finance -4.64%
Sanso Smart Climate Grand Prix de la Finance -4.76%
Russell Inv. World Equity Fund -5.47%
Covéa Ruptures -5.82%
ODDO BHF Artificial Intelligence -5.82%
Thematics Meta -5.92%
MS INVF Global Brands -6.19%
Tocqueville Global Tech ISR -6.24%
JPMorgan Funds - US Technology -6.38%
Pictet - Clean Energy Transition Grand Prix de la Finance -6.40%
Franklin Technology Fund -6.71%
ODDO BHF Global Equity Stars -6.74%
Eurizon Fund Equity Innovation -6.93%
Covéa Actions Monde -6.95%
Groupama Global Disruption -7.03%
Thematics AI and Robotics -7.13%
JPMorgan Funds - Global Select Equity -7.28%
Ofi Invest Grandes Marques -7.35%
EdR Fund US Value -7.52%
Loomis Sayles U.S. Growth Equity -8.23%
BNP Paribas Funds Disruptive Technology -8.60%
Franklin U.S. Opportunities Fund -8.97%
Athymis Millennial -9.81%
JPMorgan Funds - America Equity -10.28%
Franklin India Fund -10.33%
CPR Global Disruptive Opportunities -10.39%
EdR Fund Healthcare -10.50%
BNP Paribas US Small Cap -12.31%
Claresco USA -12.56%
AXA WF Robotech -12.84%
FTGF Royce US Small Cap Opportunity Fund -15.06%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 7.58%
Jupiter Merian Global Equity Absolute Return 6.45%
H2O Adagio 6.44%
Sienna Performance Absolue Défensif 4.77%
BNP Paribas Global Absolute Return Bond 4.71%
M&G (Lux) Episode Macro Fund 4.65%
Pictet TR - Atlas Titan 3.84%
Syquant Capital - Helium Selection 3.46%
Cigogne UCITS Credit Opportunities 2.94%
Fidelity Absolute Return Global Equity Fund 2.71%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.70%
AXA WF Euro Credit Total Return 2.53%
Exane Pleiade 2.52%
Pictet TR - Atlas 2.31%
Candriam Bonds Credit Alpha 1.51%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.22%
Articles Patrimoine et Fiscalité

Mail d'un conseiller financier finalement pas "ringard"…

 

 

Ce conseiller financier réagit à la news H24 de jeudi dernier où il apprenait que l'actif général d'Axa était composé à 10% de Private Equity (cliquez ici pour relire l'article).

 

« Moi qui pensais que j'étais ringard car ne faisant pas de private equity.

 

Après avoir appris que j'en avais avec H2O 😉 j'apprends que j'en ai 10% dans mon fonds en euros.

 

Faut-il que je remouline les profils de risque ?

 

Vous pensez que j'ai de la crypto sans le savoir ? »

Publié le lundi 4 septembre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 39.86%
Axiom European Banks Equity Grand Prix de la Finance 36.03%
Indépendance Europe Small Grand Prix de la Finance 29.53%
Tailor Actions Avenir ISR 24.80%
VALBOA Engagement ISR 19.90%
Indépendance France Small & Mid Grand Prix de la Finance 18.59%
Groupama Opportunities Europe 17.64%
BDL Convictions Grand Prix de la Finance 17.55%
Quadrige France Smallcaps 17.04%
Covéa Perspectives Entreprises 15.89%
Uzès WWW Perf 15.59%
Moneta Multi Caps Grand Prix de la Finance 15.43%
DNCA Invest Archer Mid-Cap Europe 14.82%
Richelieu Family 12.87%
Europe Income Family 12.50%
R-co 4Change Net Zero Equity Euro 11.96%
Mandarine Premium Europe 11.66%
Tocqueville Euro Equity ISR 11.32%
Ecofi Smart Transition 10.51%
EdR SICAV Tricolore Convictions 10.17%
Mandarine Europe Microcap 9.60%
Sycomore Europe Happy @ Work 8.40%
Fidelity Europe 8.14%
Gay-Lussac Microcaps Europe 8.12%
HMG Découvertes 7.31%
Dorval Drivers Europe 7.26%
Norden SRI 7.15%
Mandarine Unique 7.03%
ADS Venn Collective Alpha Europe 6.98%
ELEVA Leaders Small & Mid Cap Europe 6.97%
Mirova Europe Environmental Equity 6.79%
Lazard Small Caps France 6.79%
Palatine Europe Sustainable Employment 6.28%
Sycomore Europe Eco Solutions 6.17%
LFR Euro Développement Durable ISR 4.66%
Echiquier Positive Impact Europe 2.03%
VEGA France Opportunités ISR 1.83%
Tocqueville Croissance Euro ISR 1.66%
Amplegest Pricing Power Grand Prix de la Finance 1.48%
Eiffel Nova Europe ISR 1.43%
DNCA Invest SRI Norden Europe 1.03%
VEGA Europe Convictions ISR -0.07%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -2.66%
CPR Croissance Dynamique -3.98%
ADS Venn Collective Alpha US -11.67%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 21.86%
IVO Global High Yield 3.71%
Income Euro Sélection 3.55%
Axiom Obligataire Grand Prix de la Finance 3.45%
Carmignac Portfolio Credit 3.42%
Axiom Emerging Markets Corporate Bonds 3.24%
Omnibond 2.90%
Axiom Short Duration Bond 2.55%
Tikehau European High Yield 2.51%
SLF (LUX) Bond High Yield Opportunity 2026 2.45%
Jupiter Dynamic Bond 2.41%
DNCA Invest Credit Conviction 2.41%
Schelcher Global Yield 2028 2.39%
IVO EM Corporate Debt Short Duration SRI 2.37%
La Française Credit Innovation 2.35%
Ostrum SRI Crossover 2.28%
Ofi Invest Alpha Yield 2.26%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.12%
R-co Conviction Credit Euro 2.11%
Tikehau 2027 2.10%
Ofi Invest High Yield 2029 2.06%
Auris Investment Grade 2.05%
Pluvalca Credit Opportunities 2028 2.05%
Tikehau 2029 2.02%
Mandarine Credit Opportunities 1.95%
La Française Rendement Global 2028 1.93%
Tailor Crédit Rendement Cible 1.85%
Alken Fund Income Opportunities 1.75%
IVO EM Corporate Debt UCITS 1.73%
Tailor Credit 2028 1.68%
Auris Euro Rendement 1.65%
M All Weather Bonds 1.54%
Groupama Alpha Fixed Income Plus 1.47%
Eiffel Rendement 2028 1.45%
Epsilon Euro Bond 1.30%
FTGF Brandywine Global Income Optimiser Fund 1.09%
Richelieu Euro Credit Unconstrained 0.92%
Sanso Short Duration 0.76%
EdR Fund Bond Allocation 0.66%
Lazard Credit Opportunities 0.14%
LO Funds - Short-Term Money Market CHF -0.17%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.71%
AXA IM FIIS US Short Duration High Yield -8.06%
Amundi Cash USD -8.35%