CAC 40 Perf Jour Perf Ytd
8061.45 +0.06% +9.22%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 24.59%
H2O Moderato 21.22%
Ginjer Actifs 360 Grand Prix de la Finance 19.11%
Moneta Long Short 18.64%
R-co Valor Grand Prix de la Finance 15.66%
Clartan Valeurs 15.48%
BDL Rempart Grand Prix de la Finance 14.74%
AXA WF Global Optimal Income 13.32%
ELEVA Global Multi Opportunities 13.28%
Claresco Allocation Flexible 13.17%
Carmignac Patrimoine 11.01%
M&G (Lux) Dynamic Allocation Fund 10.10%
R-co Valor Balanced Grand Prix de la Finance 10.10%
Dorval Convictions 9.58%
ELEVA AR - Dynamic 9.33%
VEGA Patrimoine ISR 8.42%
Ruffer Total Return International 8.04%
Sienna Diversifié Flexible Monde 7.93%
Russell Inv. MAGS 7.58%
Eurose Grand Prix de la Finance 7.19%
Ofi Invest ESG MultiTrack 7.10%
Exane Ceres 6.94%
GIS Global Multi Asset Income 6.93%
BNY Mellon Global Real Return Fund (EUR) 6.75%
Auris Diversified Beta 6.71%
First Eagle Amundi International Fund 6.53%
Mandarine Solution 6.48%
Elkano Global Fund 6.08%
DNCA Invest Evolutif 5.73%
Dorval Global Allocation 5.36%
Monocle Fund 4.69%
Echiquier ARTY SRI Grand Prix de la Finance 4.30%
Sycomore Next Generation 4.23%
VALBOA Exclusif 4.19%
IDE Dynamic World Flexible 3.97%
Tikehau International Cross Assets 3.85%
Trusteam Optimum 3.23%
Nova Dynamique 3.12%
Tailor Allocation Defensive Grand Prix de la Finance 3.10%
VEGA Euro Rendement ISR 2.29%
ACATIS Value Event 0.46%
ODDO BHF Polaris Balanced -1.17%
Gay-Lussac Europe Flex -2.21%
Mansartis Investissements ISR -2.25%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 90.30%
R-co Thematic Blockchain Global Equity 28.88%
Jupiter Financial Innovation 25.47%
Aperture European Innovation 19.34%
Digital Stars Europe 18.54%
Piquemal Houghton Global Equities 18.34%
Candriam Equities L Robotics & Innovative Technology 17.58%
Tikehau European Sovereignty 16.32%
Sienna Actions Bas Carbone 15.24%
Auris Gravity US Equity Fund 15.07%
Carmignac Investissement Grand Prix de la Finance 12.80%
Echiquier Artificial Intelligence Grand Prix de la Finance 11.97%
Athymis Industrie 4.0 11.37%
AXA Aedificandi 9.62%
Sycomore Sustainable Tech 9.47%
Fidelity Global Technology 8.81%
R-co Thematic Real Estate 8.61%
Square Megatrends Champions 7.87%
HMG Globetrotter 7.42%
Franklin Technology Fund 7.34%
Pictet - Clean Energy Transition Grand Prix de la Finance 7.22%
Groupama Global Active Equity 6.43%
JPMorgan Funds - US Technology 6.28%
BNP Paribas Funds Disruptive Technology 6.06%
Groupama Global Disruption 5.96%
Pictet - Digital 5.38%
Candriam Equities L Oncology 5.12%
EdR Fund Big Data Grand Prix de la Finance 5.04%
Sienna Actions Internationales 4.91%
FTGF ClearBridge Infrastructure Value 4.87%
Janus Henderson Horizon Global Sustainable Equity Fund 4.73%
GIS Sycomore Ageing Population 4.52%
Thematics AI and Robotics 4.02%
Eurizon Fund Equity Innovation 3.72%
ODDO BHF Artificial Intelligence 3.70%
DNCA Invest Beyond Semperosa 3.19%
Mandarine Global Transition 3.04%
JPMorgan Funds - Global Dividend 2.87%
Russell Inv. World Equity Fund 2.70%
CPR Invest Climate Action 2.49%
Palatine Amérique 2.35%
MS INVF Global Opportunity 1.92%
Covéa Ruptures 1.61%
Echiquier World Equity Growth Grand Prix de la Finance 1.54%
Sanso Smart Climate Grand Prix de la Finance 1.28%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 1.22%
BNP Paribas Aqua Grand Prix de la Finance 0.95%
Echiquier Global Tech 0.79%
Loomis Sayles U.S. Growth Equity -0.02%
Thematics Water -0.30%
Mirova Global Sustainable Equity -0.50%
Comgest Monde Grand Prix de la Finance -1.27%
M&G (Lux) Global Dividend Fund -1.57%
Covéa Actions Monde -1.94%
Claresco USA -1.99%
Pictet - Security -2.18%
Pictet - Water Grand Prix de la Finance -2.46%
FTGF Royce US Small Cap Opportunity Fund -2.50%
Ofi Invest Grandes Marques -2.85%
CPR Global Disruptive Opportunities -2.87%
EdR Fund Healthcare -2.92%
AXA WF Robotech -3.53%
Franklin U.S. Opportunities Fund -3.55%
JPMorgan Funds - America Equity -3.69%
BNP Paribas US Small Cap -4.74%
Thematics Meta -4.79%
ODDO BHF Global Equity Stars -5.43%
Athymis Millennial -5.59%
EdR Fund US Value -5.98%
MS INVF Global Brands -9.47%
Franklin India Fund -15.65%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 9.12%
Jupiter Merian Global Equity Absolute Return 8.84%
H2O Adagio 8.15%
RAM European Market Neutral Equities 7.19%
Sienna Performance Absolue Défensif 6.57%
Syquant Capital - Helium Selection 6.04%
BNP Paribas Global Absolute Return Bond 6.02%
M&G (Lux) Episode Macro Fund 5.15%
Pictet TR - Atlas 4.98%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.29%
Cigogne UCITS Credit Opportunities 4.02%
Exane Pleiade 3.90%
Fidelity Absolute Return Global Equity Fund 3.47%
AXA WF Euro Credit Total Return 3.42%
Candriam Bonds Credit Alpha 1.95%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.52%
Articles Produits

Palmarès des fonds diversifiés selon l'échelle de risque…

 

 

L'échelle de risque,de 1 à 7, est dite SRI (Synthetic Risk Indicator).

 

« Le SRI est une matrice intégrant le risque marché sur une dimension et le risque crédit sur une autre. Par exemple, pour un fonds multi-asset dont le risque crédit est de 4 et le risque marché de 4, le SRI sera de 5/7. Pour les fonds actions, le risque crédit est de 1 (aucun risque crédit) », explique Pictet Asset Management.

 

Palmarès de quelques fonds diversifiés selon leur SRI

 

SRI 2
Tailor Allocation Defensive +5,40% YTD
Dorval Global Conservative +3,87% YTD
SRI 3
DNCA Invest Evolutif +11,50% YTD
R-co Valor Balanced +10,40% YTD
Russell Inv. MAGS +9,13% YTD
Ofi Invest ESG MultiTrack +8,31% YTD
ODDO BHF Exklusiv : Polaris Balanced +7,54% YTD
BNY Mellon Global Real Return Fund (EUR) +6,65% YTD
Dorval Global Allocation +6,48% YTD
M&G (Lux) Dynamic Allocation Fund +6,37% YTD
Carmignac Patrimoine +5,79% YTD
Tikehau International Cross Assets +5,73% YTD
Sienna Diversifié Flexible Monde +5,27% YTD
VEGA Euro Rendement ISR +5,08% YTD
Echiquier Allocation Flexible +5,01% YTD
Equilibre Ecologique +4,76% YTD
GIS Global Multi Asset Income +4,65% YTD
Mandarine Solution +4,57% YTD
Exane Ceres +4,46% YTD
Sycomore Next Generation +4,36% YTD
Lazard Patrimoine Opportunities SRI +4,04% YTD
Echiquier ARTY SRI +3,92% YTD
Auris Diversified Beta +3,49% YTD
BDL Rempart +2,92% YTD
Moneta Long Short +2,90% YTD
Eurose +2,86% YTD
Exclusif 21 +2,57% YTD
Trusteam ROC Flex +2,23% YTD
JPMorgan Funds - Global Macro Opportunities +2,21% YTD
Ruffer Total Return International +1,67% YTD
Lazard Patrimoine SRI +1,27% YTD
Vivienne Ouessant +0,86% YTD
Gay-Lussac Europe Flex -2,04% YTD
SRI 4
First Eagle Amundi International Fund +14,92% YTD
R-co Valor +14,70% YTD
IDE Dynamic World Flexible +12,65% YTD
GF Ambition Solidaire +10,24% YTD
ACATIS Value Event +8,66% YTD
Mansartis Investissements ISR +7,75% YTD
Dorval Convictions +7,17% YTD
Ginjer Actifs 360 +5,27% YTD
VEGA Patrimoine ISR +4,15% YTD
Cogefi Flex Dynamic +2,15% YTD
SRI 5
H2O Moderato +3,23% YTD

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mercredi 2 octobre 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 58.91%
Axiom European Banks Equity Grand Prix de la Finance 47.71%
Indépendance Europe Small Grand Prix de la Finance 39.97%
Tailor Actions Avenir ISR 35.18%
IDE Dynamic Euro 26.78%
JPMorgan Euroland Dynamic 26.17%
Tocqueville Value Euro ISR 24.98%
Uzès WWW Perf 24.76%
Groupama Opportunities Europe 23.44%
Moneta Multi Caps Grand Prix de la Finance 22.15%
Indépendance France Small & Mid Grand Prix de la Finance 21.75%
Quadrige France Smallcaps 21.60%
BDL Convictions Grand Prix de la Finance 19.87%
VALBOA Engagement ISR 18.09%
Ecofi Smart Transition 17.03%
R-co 4Change Net Zero Equity Euro 17.01%
Tocqueville Euro Equity ISR 16.96%
DNCA Invest Archer Mid-Cap Europe 16.27%
Lazard Small Caps Euro 15.63%
Mandarine Premium Europe 15.52%
Covéa Perspectives Entreprises 15.27%
Sycomore Sélection Responsable 14.09%
EdR SICAV Tricolore Convictions 13.91%
Europe Income Family 13.82%
Mandarine Europe Microcap 12.51%
Groupama Avenir PME Europe 11.42%
Sycomore Europe Happy @ Work 11.13%
Mirova Europe Environmental Equity 9.91%
Fidelity Europe 8.95%
Gay-Lussac Microcaps Europe 7.63%
ADS Venn Collective Alpha Europe 7.46%
Tocqueville Croissance Euro ISR 6.77%
HMG Découvertes 6.46%
ELEVA Leaders Small & Mid Cap Europe 6.15%
Dorval Drivers Europe 5.67%
Mandarine Unique 5.55%
VEGA France Opportunités ISR 5.41%
Norden SRI 5.26%
LFR Euro Développement Durable ISR 4.27%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.92%
Amplegest Pricing Power Grand Prix de la Finance 3.85%
VEGA Europe Convictions ISR 3.46%
CPR Croissance Dynamique 3.16%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -3.61%
DNCA Invest SRI Norden Europe -4.17%
Eiffel Nova Europe ISR -4.86%
ADS Venn Collective Alpha US -6.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.85%
IVO Global High Yield 6.55%
Axiom Emerging Markets Corporate Bonds 6.29%
Carmignac Portfolio Credit 6.14%
IVO EM Corporate Debt UCITS 5.92%
LO Fallen Angels 5.62%
Axiom Obligataire Grand Prix de la Finance 5.53%
Lazard Credit Fi SRI 5.15%
FTGF Brandywine Global Income Optimiser Fund 5.06%
Income Euro Sélection 4.96%
IVO EM Corporate Debt Short Duration SRI 4.91%
EdR SICAV Financial Bonds 4.84%
Omnibond 4.65%
Schelcher Global Yield 2028 4.52%
Jupiter Dynamic Bond 4.46%
Lazard Credit Opportunities SRI 4.28%
La Française Credit Innovation 4.24%
Tikehau European High Yield 4.04%
Alken Fund Income Opportunities 3.83%
DNCA Invest Credit Conviction 3.75%
EdR SICAV Short Duration Credit 3.70%
Axiom Short Duration Bond 3.64%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.62%
Ofi Invest High Yield 2029 3.60%
EdR SICAV Millesima 2030 3.58%
R-co Conviction Credit Euro 3.53%
Ostrum SRI Crossover 3.52%
SLF (F) Opportunité High Yield 2028 3.44%
Tikehau 2029 3.33%
Hugau Obli 1-3 3.27%
Ofi Invest Alpha Yield 3.23%
La Française Rendement Global 2028 3.22%
Auris Investment Grade 3.16%
Hugau Obli 3-5 3.14%
Pluvalca Credit Opportunities 2028 3.13%
Tikehau 2027 3.05%
Tailor Credit 2028 2.95%
Tailor Crédit Rendement Cible 2.87%
Auris Euro Rendement 2.81%
M All Weather Bonds 2.71%
Eiffel Rendement 2028 2.70%
Mandarine Credit Opportunities 2.54%
EdR Fund Bond Allocation 2.11%
Sanso Short Duration 1.32%
Epsilon Euro Bond 0.53%
LO Funds - Short-Term Money Market CHF 0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.61%
AXA IM FIIS US Short Duration High Yield -7.21%
Amundi Cash USD -8.61%