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 6.54%
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 3.25%
Tailor Allocation Defensive Grand Prix de la Finance 2.98%
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 106.37%
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%
Fidelity Global Technology 7.96%
BNP Paribas Funds Disruptive Technology 7.89%
EdRS Global Resilience 7.32%
Sienna Actions Internationales 7.06%
Eurizon Fund Equity Innovation 6.82%
Franklin Technology Fund 6.68%
GIS Sycomore Ageing Population 6.36%
EdR Fund Big Data Grand Prix de la Finance 5.62%
Russell Inv. World Equity Fund 5.18%
JPMorgan Funds - US Technology 5.18%
ODDO BHF Artificial Intelligence 4.50%
JPMorgan Funds - Global Dividend 4.41%
Thematics AI and Robotics 4.26%
Palatine Amérique 3.92%
Echiquier World Equity Growth Grand Prix de la Finance 3.86%
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 1.21%
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 -0.43%
JPMorgan Funds - America Equity -0.96%
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 -4.40%
Pictet - Security -6.19%
MS INVF Global Brands -11.58%
Franklin India Fund -13.27%
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 6.35%
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 3.95%
Candriam Bonds Credit Alpha 2.22%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 2.07%
Articles Produits

Palmarès des fonds diversifiés selon la nouvelle échelle de risque (vous allez être surpris)…

 

 

La nouvelle échelle de risque, toujours de 1 à 7, est dite SRI (Synthetic Risk Indicator). Mais la méthodologie change et inclut le risque de crédit.

 

« 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.

 

De nombreux fonds voient ainsi leur note de risque diminuer de 1 ou 2 niveaux, sans pour autant que la stratégie du fonds n'ait évoluée !

 

Exemples :

  • ↘️ Carmignac Patrimoine passe d'un SRRI 4 à un SRI 3 ;

  • ↘️ H2O Moderato passe d'un SRRI 6 à un SRI 5 ;

  • ↘️ R-Co Valor passe d'un SRRI 6 à un SRI 4...

 

Palmarès de quelques fonds diversifiés selon leur nouveau "SRI"

 

SRI 2
Richelieu Harmonies ESG +3,23% YTD
Tailor Allocation Defensive +1,99% YTD
VEGA Modéré Durable +1,25% YTD
Dorval Global Convictions Patrimoine +1,21% YTD
Ethna-AKTIV +0,21% YTD
SRI 3
DNCA Evolutif +8,6% YTD
Dorval Convictions +7,99% YTD
Trusteam ROC Flex +6,43% YTD
Tailor Global Selection ISR +6% YTD
Sycomore Partners +5,92% YTD
R-co Valor Balanced +5,34% YTD
Sextant Grand Large +4,19% YTD
Eurose +3,93% YTD
Sycomore Next Generation +3,76% YTD
BDL Rempart +3,43% YTD
Orcadia Global Sustainable Balanced +3,32% YTD
M&G (Lux) Dynamic Allocation Fund +3,09% YTD
Lazard Patrimoine Opportunities SRI +2,84% YTD
Moneta Long Short +2,74% YTD
VEGA Euro Rendement ISR +2,64% YTD
Echiquier ARTY SRI +2,63% YTD
Auris Diversified Beta +2,45% YTD
Invest Latitude Equilibre +2,29% YTD
ODDO BHF Exklusiv Polaris Balanced +2,25% YTD
Gay-Lussac Europe Flex +2,18% YTD
MAM Solution +2,13% YTD
JPMorgan Global Macro Opportunities +1,72% YTD
JPMorgan Global Income +1,62% YTD
Invest Latitude Patrimoine +1,56% YTD
BGF ESG Multi-Asset +1,54% YTD
Lazard Patrimoine SRI +1,3% YTD
Sunny Patrimoine 2.0 +1,19% YTD
Carmignac Portfolio Patrimoine Europe +1,03% YTD
Echiquier Allocation Flexible +0,93% YTD
Tikehau International Cross Assets +0,73% YTD
Vivienne Ouessant +0,58% YTD
PIMCO GIS Dynamic Multi-Asset Fund +0,36% YTD
CT Sustainable Multi-Asset Income +0,09% YTD
CPR Croissance Réactive -0,02% YTD
BNY Mellon Global Real Return -0,68% YTD
Carmignac Patrimoine -0,95% YTD
Nordea 1 - Stable Return -1,8% YTD
Ruffer Total Return International -2,22% YTD
SRI 4
GF Ambition Solidaire +10,41% YTD
R-co Valor +8,03% YTD
VEGA Patrimoine ISR +6,31% YTD
Cogefi Flex Dynamic +6,1% YTD
ACATIS Value Event +4,99% YTD
IDE Dynamic World Flexible +4,05% YTD
First Eagle Amundi International Fund +4% YTD
Ecofi Agir Pour Le Climat +2,86% YTD
OFI Invest ESG MultiTrack +2,05% YTD
AXA WF Global Optimal Income -0,24% YTD
SRI 5
H2O Moderato +4,61% YTD

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le jeudi 2 mars 2023

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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 26.43%
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 10.18%
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 5.26%
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 3.63%
La Française Rendement Global 2028 3.55%
Hugau Obli 3-5 3.51%
Tikehau 2029 3.50%
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 -5.54%
Amundi Cash USD -7.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional -10.02%