CAC 40	Perf Jour	Perf Ytd
7980.02	-0.77%	-2.09%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	5.37%
First Eagle Amundi International Fund	5.02%
BNY Mellon Global Real Return Fund (EUR)	3.49%
Ginjer Actifs 360	3.45%
Elkano Global Fund	2.87%
H2O Multistrategies	2.81%
M&G (Lux) Dynamic Allocation Fund	2.68%
Nova Dynamique	2.44%
Carmignac Patrimoine	2.29%
H2O Moderato	2.19%
Mandarine Solution	1.88%
GF Ambition Solidaire	1.87%
Russell Inv. MAGS	1.73%
GIS Global Multi Asset Income	1.59%
Moneta Long Short	1.33%
Eurose	1.14%
AXA WF Global Optimal Income	0.98%
Clartan Valeurs	0.96%
Echiquier ARTY SRI	0.88%
Trusteam Optimum	0.60%
Varenne Global	0.49%
Sienna Diversifié Flexible Monde	0.39%
Varenne Valeur	0.30%
VEGA Euro Rendement ISR	0.06%
Dorval Global Allocation	0.04%
R-co Valor Balanced	-0.33%
Dorval Convictions	-0.38%
ODDO BHF Polaris Balanced	-0.42%
Tailor Allocation Defensive	-0.52%
R-co Valor	-0.97%
DNCA Invest Evolutif	-1.05%
Tikehau International Cross Assets	-1.34%
VEGA Patrimoine ISR	-1.41%
Mansartis Investissements ISR	-1.83%
ELEVA Global Multi Opportunities	-2.02%
IDE Dynamic World Flexible	-3.46%
ACATIS Value Event	-3.96%
Exane Ceres	-4.33%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines	23.73%
CM-AM Global Gold	22.97%
IAM Space	13.78%
Templeton Emerging Markets Fund	12.63%
SKAGEN Kon-Tiki	11.36%
DNCA Invest Strategic Resources	9.71%
FTGF ClearBridge Infrastructure Value Fund	9.61%
Pictet - Clean Energy Transition	8.85%
Piquemal Houghton Global Equities	8.52%
Aperture European Innovation	7.97%
GemEquity	7.79%
Longchamp Dalton Japan Long Only	6.23%
HMG Globetrotter	5.85%
Athymis Industrie 4.0	5.76%
EdR SICAV Global Resilience	5.73%
Sycomore Sustainable Tech	4.97%
Thematics Water	4.69%
BNP Paribas Aqua	4.53%
DNCA Invest Sustain Climate	4.36%
Groupama Global Active Equity	4.20%
Groupama Global Disruption	4.15%
M&G (Lux) Global Dividend Fund	3.54%
Mandarine Global Transition	3.32%
AXA Aedificandi	3.20%
H2O Multiequities	2.95%
JPMorgan Funds - Global Dividend	2.74%
M&G (Lux) European Strategic Value Fund	2.57%
R-co Thematic Real Estate	1.92%
Palatine Amérique	1.26%
Carmignac Investissement	1.08%
FTGF Putnam US Research Fund	1.01%
BNP Paribas US Small Cap	0.72%
JPMorgan Funds - America Equity	0.67%
Fidelity Global Technology	0.55%
Echiquier Global Tech	-0.03%
Candriam Equities L Robotics & Innovative Technology	-0.15%
Franklin Technology Fund	-0.35%
Sienna Actions Bas Carbone	-0.41%
Sienna Actions Internationales	-0.65%
Candriam Equities L Oncology	-1.13%
EdR Fund Big Data	-1.16%
EdR Fund Healthcare	-1.29%
Thematics AI and Robotics	-1.78%
Echiquier World Equity Growth	-1.88%
Pictet-Robotics	-1.96%
Mirova Global Sustainable Equity	-2.04%
GIS Sycomore Ageing Population	-2.32%
Thematics Meta	-2.49%
Athymis Millennial	-2.98%
Comgest Monde	-3.43%
Square Megatrends Champions	-3.46%
BNP Paribas Funds Disruptive Technology	-3.59%
ODDO BHF Artificial Intelligence	-4.00%
Auris Gravity US Equity Fund	-4.17%
Ofi Invest Grandes Marques	-4.19%
Echiquier Artificial Intelligence	-4.35%
Loomis Sayles U.S. Growth Equity	-4.84%
R-co Thematic Blockchain Global Equity	-7.07%
Pictet - Digital	-7.51%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	3.81%
JPMorgan Funds - Europe Equity Absolute Alpha	3.23%
Pictet TR - Sirius	3.14%
Candriam Absolute Return Equity Market Neutral	2.93%
RAM European Market Neutral Equities	2.32%
Pictet TR - Atlas	1.93%
H2O Adagio	1.47%
Sapienta Absolu	1.01%
Syquant Capital - Helium Selection	0.95%
DNCA Invest Alpha Bonds	0.81%
BDL Durandal	0.78%
Schelcher Optimal Income	0.69%
Cigogne UCITS Credit Opportunities	0.57%
Candriam Bonds Credit Alpha	0.46%
ELEVA Global Bonds Opportunities	0.40%
Alken Fund Absolute Return Europe	0.26%
Sienna Performance Absolue Défensif	0.20%
AXA WF Euro Credit Total Return	0.01%
BNP Paribas Global Absolute Return Bond	-0.42%
ELEVA Absolute Return Dynamic	-0.81%
Jupiter Merian Global Equity Absolute Return	-1.19%
Exane Pleiade	-2.71%
MacroSphere Global Fund	-3.50%
Fidelity Absolute Return Global Equity Fund	-3.66%

Pas facile d'offrir un taux "boosté" sur du fonds en euros...

Le 10 ans US est à 2,29%

Le Bund allemand est à 0,771%

L' OAT est à 1,126%

Le 10 ans Japon est à 0,473%

Le Gilt britannique est à 2,114%

Le 10 ans Italie est à 2,342%

Le 10 ans Espagne est à 2,116%

Le 10 ans Portugal est à 3,165%

Le 10 ans Irlande est à 1,551%

Il reste le 10 ans Grec à 7,857%, mais pas facile d’en mettre trop dans le fonds euros d’une compagnie d’assurance…

Pour lire la note complète de KBL, cliquer ici.

Publié le mardi 18 novembre 2014

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	5.95%
Ginjer Detox European Equity	4.37%
Chahine Funds - Equity Continental Europe	4.05%
Indépendance Europe Mid	3.67%
BDL Convictions	2.99%
Groupama Opportunities Europe	2.80%
JPMorgan Euroland Dynamic	2.72%
Mandarine Premium Europe	2.36%
Tailor Actions Entrepreneurs	2.15%
CPR Invest - European Strategic Autonomy	2.12%
IDE Dynamic Euro	2.08%
Tikehau European Sovereignty	1.81%
Pluvalca Initiatives PME	1.76%
Echiquier Agenor SRI Mid Cap Europe	1.33%
Sycomore Europe Happy @ Work	1.28%
Maxima	1.23%
Amplegest Pricing Power	0.92%
Sycomore Sélection Responsable	0.78%
Tocqueville Euro Equity ISR	0.71%
Axiom European Banks Equity	0.59%
Fidelity Europe	0.56%
Mandarine Europe Microcap	0.52%
Indépendance France Small & Mid	0.15%
Tocqueville Croissance Euro ISR	0.12%
HMG Découvertes	-0.21%
DNCA Invest Archer Mid-Cap Europe	-0.42%
Gay-Lussac Microcaps Europe	-0.50%
VALBOA Engagement	-0.76%
LFR Inclusion Responsable ISR	-1.22%
Alken European Opportunities	-1.29%
INOCAP France Smallcaps	-1.40%
Moneta Multi Caps	-1.64%
Echiquier Major SRI Growth Europe	-1.66%
Tocqueville Value Euro ISR	-1.90%
VEGA Europe Convictions ISR	-1.90%
Mandarine Unique	-2.09%
Europe Income Family	-2.11%
Tailor Actions Avenir ISR	-2.16%
ODDO BHF Active Small Cap	-2.42%
R-co 4Change Net Zero Equity Euro	-2.42%
Lazard Small Caps Euro	-3.10%
VEGA France Opportunités ISR	-3.27%
DNCA Invest SRI Norden Europe	-3.36%
Uzès WWW Perf	-3.65%
Dorval Drivers Europe	-3.65%
EdR SICAV Tricolore Convictions	-5.82%
Groupama Avenir PME Europe	-6.97%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
M Climate Solutions	5.72%
Regnan Sustainable Water & Waste	4.03%
Echiquier Positive Impact Europe	2.00%
Storebrand Global Solutions	2.00%
Dorval European Climate Initiative	1.51%
Triodos Global Equities Impact	0.28%
Triodos Impact Mixed	0.09%
La Française Credit Innovation	-0.15%
BDL Transitions Megatrends	-0.33%
EdR SICAV Euro Sustainable Equity	-0.59%
Palatine Europe Sustainable Employment	-0.83%
Ecofi Smart Transition	-0.84%
DNCA Invest Sustain Semperosa	-1.51%
Triodos Future Generations	-1.65%
R-co 4Change Net Zero Equity Euro	-2.42%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	3.80%
Templeton Global Total Return Fund	3.55%
LO Funds - Short-Term Money Market CHF	3.01%
Amundi Cash USD	2.27%
M&G (Lux) Emerging Markets Bond Fund	2.23%
Jupiter Dynamic Bond	1.44%
IVO EM Corporate Debt UCITS	1.05%
IVO EM Corporate Debt Short Duration SRI	1.03%
Axiom Emerging Markets Corporate Bonds	0.77%
Axiom Obligataire	0.72%
Lazard Credit Opportunities	0.65%
IVO Global High Yield	0.62%
R-co Conviction Credit Euro	0.58%
Axiom Short Duration Bond	0.57%
DNCA Invest Credit Conviction	0.56%
Mandarine Credit Opportunities	0.54%
Lazard Euro Short Duration Income Opportunities SRI	0.51%
M International Convertible 2028	0.46%
Carmignac Portfolio Credit	0.44%
Ofi Invest Alpha Yield	0.31%
Ostrum SRI Crossover	0.25%
Ostrum Euro High Income Fund	0.25%
SLF (L) Bond 12M	0.25%
Omnibond	0.21%
EdR Fund Bond Allocation	0.19%
Hugau Obli 3-5	0.18%
Franklin Euro Short Duration Bond Fund	0.18%
Hugau Obli 1-3	0.14%
Income Euro Sélection	0.12%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.10%
CPR Absolute Return Bond	0.07%
EdR SICAV Short Duration Credit	0.01%
Auris Euro Rendement	-0.01%
Tailor Crédit Rendement Cible	-0.03%
Sycoyield 2030	-0.10%
Lazard Credit Fi SRI	-0.12%
La Française Credit Innovation	-0.15%
EdR SICAV Financial Bonds	-0.15%
Tikehau European High Yield	-0.18%
LO Fallen Angels	-0.27%
Tikehau 2031	-0.33%
EdR SICAV Millesima 2030	-0.39%
Eiffel High Yield Low Carbon	-0.49%
Eiffel Rendement 2030	-0.79%