CAC 40	Perf Jour	Perf Ytd
7978.67	+0.13%	+8.08%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	21.52%
GF Ambition Solidaire	21.06%
Moneta Long Short	19.72%
Ginjer Actifs 360	19.62%
Clartan Valeurs	15.64%
BDL Rempart	14.72%
R-co Valor	13.85%
Claresco Allocation Flexible	13.31%
M&G (Lux) Dynamic Allocation Fund	11.08%
Carmignac Patrimoine	10.83%
AXA WF Global Optimal Income	10.59%
ELEVA Global Multi Opportunities	9.21%
R-co Valor Balanced	9.20%
Dorval Convictions	9.14%
Sienna Diversifié Flexible Monde	8.50%
VEGA Patrimoine ISR	8.48%
Ruffer Total Return International	8.17%
ELEVA AR - Dynamic	7.91%
Russell Inv. MAGS	7.77%
First Eagle Amundi International Fund	7.66%
GIS Global Multi Asset Income	7.65%
Mandarine Solution	7.40%
Auris Diversified Beta	7.25%
Ofi Invest ESG MultiTrack	7.24%
Eurose	6.78%
BNY Mellon Global Real Return Fund (EUR)	6.76%
Exane Ceres	6.47%
Elkano Global Fund	6.35%
Dorval Global Allocation	6.13%
Nova Dynamique	5.30%
Sycomore Next Generation	4.18%
VALBOA Exclusif	4.16%
Echiquier ARTY SRI	3.86%
Tikehau International Cross Assets	3.68%
DNCA Invest Evolutif	3.65%
Trusteam Optimum	3.08%
Tailor Allocation Defensive	2.87%
VEGA Euro Rendement ISR	2.63%
IDE Dynamic World Flexible	1.74%
Monocle Fund	1.44%
ACATIS Value Event	-0.10%
ODDO BHF Polaris Balanced	-1.52%
Mansartis Investissements ISR	-4.03%
Gay-Lussac Europe Flex	-4.44%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	91.25%
Jupiter Financial Innovation	21.07%
Piquemal Houghton Global Equities	20.24%
Aperture European Innovation	19.91%
GemEquity	18.42%
Candriam Equities L Oncology	17.13%
Echiquier Artificial Intelligence	15.57%
Digital Stars Europe	15.48%
Candriam Equities L Robotics & Innovative Technology	14.41%
R-co Thematic Blockchain Global Equity	13.27%
Carmignac Investissement	12.89%
HMG Globetrotter	12.68%
Sienna Actions Bas Carbone	12.26%
Auris Gravity US Equity Fund	11.87%
Athymis Industrie 4.0	10.24%
Groupama Global Disruption	10.01%
Sycomore Sustainable Tech	9.56%
Square Megatrends Champions	8.61%
Groupama Global Active Equity	8.55%
AXA Aedificandi	8.26%
FTGF ClearBridge Infrastructure Value	7.59%
EdRS Global Resilience	7.44%
R-co Thematic Real Estate	6.89%
Fidelity Global Technology	5.42%
BNP Paribas Funds Disruptive Technology	5.37%
GIS Sycomore Ageing Population	5.32%
Pictet - Clean Energy Transition	5.31%
Eurizon Fund Equity Innovation	5.12%
ODDO BHF Artificial Intelligence	4.38%
Sienna Actions Internationales	4.28%
EdR Fund Big Data	3.64%
Franklin Technology Fund	3.42%
Echiquier World Equity Growth	2.34%
Pictet - Digital	2.25%
Mandarine Global Transition	2.19%
Russell Inv. World Equity Fund	1.85%
Palatine Amérique	1.71%
JPMorgan Funds - Global Dividend	1.51%
Thematics AI and Robotics	1.27%
Janus Henderson Horizon Global Sustainable Equity Fund	1.22%
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%
Echiquier Global Tech	0.39%
Claresco USA	-0.26%
M&G (Lux) Global Listed Infrastructure Fund	-0.73%
Mirova Global Sustainable Equity	-0.93%
BNP Paribas Aqua	-1.57%
Ofi Invest Grandes Marques	-1.86%
Covéa Actions Monde	-1.90%
Comgest Monde	-2.24%
EdR Fund Healthcare	-2.38%
Thematics Water	-2.45%
Loomis Sayles U.S. Growth Equity	-2.93%
M&G (Lux) Global Dividend Fund	-3.24%
MS INVF Global Opportunity	-4.20%
CPR Global Disruptive Opportunities	-4.70%
JPMorgan Funds - America Equity	-4.83%
BNP Paribas US Small Cap	-4.89%
Pictet - Water	-5.24%
ODDO BHF Global Equity Stars	-6.06%
AXA WF Robotech	-6.70%
Athymis Millennial	-6.71%
Thematics Meta	-7.17%
Franklin U.S. Opportunities Fund	-7.52%
FTGF Royce US Small Cap Opportunity Fund	-8.60%
Pictet - Security	-8.83%
Franklin India Fund	-13.14%
MS INVF Global Brands	-13.52%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	10.90%
Jupiter Merian Global Equity Absolute Return	10.28%
H2O Adagio	8.09%
RAM European Market Neutral Equities	7.97%
Fidelity Absolute Return Global Equity Fund	7.28%
Sienna Performance Absolue Défensif	6.46%
M&G (Lux) Episode Macro Fund	6.37%
Syquant Capital - Helium Selection	6.36%
Pictet TR - Atlas	5.87%
DNCA Invest Alpha Bonds	4.83%
Exane Pleiade	4.66%
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	2.25%
Candriam Absolute Return Equity Market Neutral	1.05%

Marc Tournier ex-gérant star du fonds Ulysse chez Tocqueville Finance semble avoir jeté l’éponge…

On a d’ailleurs retrouvé les membres de sa team :

Timothée Malphettes est nommé responsable de la gestion actions de Delubac Asset Management, depuis quelques semaines.

Hugues Suchet, qui avait quitté la Financière de l’Echiquier au mois de mars pour ce projet devrait réapparaître.

Et Sébastien Lemonnier devrait rebondir lui aussi rapidement.

Affaire à suivre…

Pour consulter le profil LinkedIn de Timothée Malphettes, cliquer-ici

Pour consulter le profil LinkedIn d'Hugues Suchet, cliquer-ici

Pour consulter le profil LinkedIn de Sébastien Lemonnier, cliquer-ici

C'est maintenant l'équipe de Daniel FIGHIERA qui gère les fonds de Tocqueville :

Tocqueville Dividende : + 15,5% en 2013

Tocqueville Megatrends : + 19,6% en 2013

Tocqueville Value Europe : + 23,5% en 2013

Pour assister à la convention annuelle de Tocqueville Finance, dépêchez-vous c'est aujourd'hui à l'Elephant PANAME, 10 rue Volney 75002 Paris à 14H30 ou en direct chat : cliquer-ici

Publié le mardi 14 janvier 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	52.93%
Alken Fund Small Cap Europe	47.93%
Indépendance Europe Small	38.87%
Tailor Actions Avenir ISR	30.15%
Tocqueville Value Euro ISR	25.03%
JPMorgan Euroland Dynamic	23.83%
Groupama Opportunities Europe	23.55%
Uzès WWW Perf	21.23%
Moneta Multi Caps	20.58%
BDL Convictions	19.33%
IDE Dynamic Euro	19.05%
Quadrige France Smallcaps	18.57%
Indépendance France Small & Mid	17.26%
Tocqueville Euro Equity ISR	16.41%
VALBOA Engagement ISR	14.48%
Tikehau European Sovereignty	13.68%
Ecofi Smart Transition	13.47%
R-co 4Change Net Zero Equity Euro	12.70%
Sycomore Sélection Responsable	12.63%
EdR SICAV Tricolore Convictions	12.06%
DNCA Invest Archer Mid-Cap Europe	11.53%
Covéa Perspectives Entreprises	10.72%
Sycomore Europe Happy @ Work	10.68%
Mandarine Premium Europe	10.56%
Europe Income Family	9.93%
Lazard Small Caps Euro	8.89%
Fidelity Europe	8.40%
Groupama Avenir PME Europe	7.39%
Gay-Lussac Microcaps Europe	7.38%
ADS Venn Collective Alpha Europe	7.35%
Mandarine Europe Microcap	7.23%
HMG Découvertes	6.95%
Mirova Europe Environmental Equity	4.99%
CPR Croissance Dynamique	3.49%
Norden SRI	2.82%
VEGA France Opportunités ISR	2.54%
Tocqueville Croissance Euro ISR	2.50%
ELEVA Leaders Small & Mid Cap Europe	2.44%
Mandarine Unique	2.27%
LFR Euro Développement Durable ISR	2.22%
Dorval Drivers Europe	1.65%
VEGA Europe Convictions ISR	0.48%
Echiquier Agenor SRI Mid Cap Europe	-1.03%
Amplegest Pricing Power	-1.06%
Eiffel Nova Europe ISR	-5.99%
Echiquier Major SRI Growth Europe	-7.32%
ADS Venn Collective Alpha US	-9.30%
DNCA Invest SRI Norden Europe	-9.74%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	12.70%
EdR SICAV Euro Sustainable Equity	10.47%
BDL Transitions Megatrends	9.63%
Dorval European Climate Initiative	9.60%
Palatine Europe Sustainable Employment	8.24%
La Française Credit Innovation	4.10%
Aesculape SRI	2.32%
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

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.01%
Axiom Emerging Markets Corporate Bonds	7.04%
IVO Global High Yield	6.49%
IVO EM Corporate Debt UCITS	6.15%
Carmignac Portfolio Credit	6.11%
Axiom Obligataire	5.88%
IVO EM Corporate Debt Short Duration SRI	5.33%
LO Fallen Angels	5.32%
Lazard Credit Fi SRI	5.16%
Income Euro Sélection	5.06%
FTGF Brandywine Global Income Optimiser Fund	5.02%
Omnibond	4.91%
EdR SICAV Financial Bonds	4.73%
Jupiter Dynamic Bond	4.72%
Lazard Credit Opportunities	4.63%
Schelcher Global Yield 2028	4.53%
Axiom Short Duration Bond	4.42%
DNCA Invest Credit Conviction	4.14%
La Française Credit Innovation	4.10%
Tikehau European High Yield	3.89%
EdR SICAV Short Duration Credit	3.84%
Ofi Invest High Yield 2029	3.76%
Ostrum SRI Crossover	3.75%
R-co Conviction Credit Euro	3.61%
Hugau Obli 1-3	3.51%
Ofi Invest Alpha Yield	3.43%
Hugau Obli 3-5	3.35%
Auris Investment Grade	3.33%
La Française Rendement Global 2028	3.31%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.26%
Alken Fund Income Opportunities	3.22%
Tikehau 2029	3.22%
Pluvalca Credit Opportunities 2028	3.18%
Tikehau 2027	3.16%
EdR SICAV Millesima 2030	3.02%
Tailor Crédit Rendement Cible	2.83%
SLF (F) Opportunité High Yield 2028	2.79%
M All Weather Bonds	2.79%
Auris Euro Rendement	2.73%
Tailor Credit 2028	2.61%
EdR Fund Bond Allocation	2.50%
Eiffel Rendement 2028	2.24%
Mandarine Credit Opportunities	1.93%
Sanso Short Duration	1.44%
LO Funds - Short-Term Money Market CHF	1.35%
Epsilon Euro Bond	1.20%
AXA IM FIIS US Short Duration High Yield	-6.04%
Amundi Cash USD	-7.09%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-9.39%