Un appel à la prudence, c’est ce qui ressort de la récente décision de la Cour d’Appel de Versailles.

Un héritier a reçu par succession de sa mère une maison située dans une fôret près de Montfort l’Amaury. Faute de déclaration de succession, l’administration fiscale lui a fait une proposition de taxation d’office pour une valeur de 590.000 euros.

Surpris par ce prix, le contribuable a fait valoir que la maison était inhabitée depuis plusieurs années, construite sur un terrain en pente et en matériaux légers. Bref que celle-ci n’avait rien d’un palace. Ce faisant Il a réussi à obtenir une décote de 45% et la remise gracieuse de la moitié des intérêts retards.

Mais cette décote ne lui suffisant pas, le contribuable a porté l’affaire devant les tribunaux.

Tout reposait donc sur les éléments factuels d’évaluation de cette maison. Le contribuable soutenait le très mauvais état du bien, qui avait subi la tempête de 1999, puis avait été vandalisée après le décès de son habitante, ne laissant plus aucun mobilier. Ainsi seul le terrain devrait être pris en compte pour le calcul des droits d’enregistrement. Or ce terrain était utilisé comme carrière de pierres et donc inconstructible pour y édifier une maison « traditionnelle ». 

On comprend la tentative du contribuable de mettre en avant le côté « fardeau » plutôt que le « cadeau » de ce bien… Cela d’autant plus qu’après évaluation par des agences immobilières, le prix de la maison serait égal au coût de sa remise en état. (300.000 euros)

Manque de chance, les juges d’appel n’ont pas été convaincus par ces éléments au regard de la superficie de la maison (208 m2 réparties sur deux niveaux, avec 9 chambres), des murs en meulière et de la localisation très recherchée. Enfin, l’inhabitation de la maison depuis le décès de la mère de l’héritier ne doit pas entrer en compte car c’est au jour du décès que l’on doit se placer pour l’évaluer.

Attention donc à bien estimer les biens compris dans une succession. On rappelle en effet que tout héritier dispose de l’option successorale et peut donc accepter la succession à concurrence de l’actif net, et même la refuser.

EV/FL

Fonds à profil de risque 4/7

Fonds YTD
CM-CIC Pierre C 8,59%
CM-CIC Objectif Environnement C 6,86%
Flornoy Valeurs Familiales 6,66%
Jupiter Global Ecology Diversified 5,43%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,11%
Keren Patrimoine C 5,09%
Jupiter Dynamic Bond 4,71%
Gutenberg Patrimoine C 4,37%
Tikehau SubFin Fund - A – Acc – EUR 4,35%
Russell Investments Multi-Asset Growth Strategy 4,26%
NN Patrimonial BEST 4,14%
JPMorgan Investment Funds – Global Income Fund 3,94%
OFI INVEST ESG MULTITRACK (R) 3,91%
Flexigestion Patrimoine 3,75%
Sextant Grand Large A 3,74%
Invest Latitude Equilibre 3,72%
G FUND FUTURE FOR GENERATIONS 3,70%
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,65%
Tikehau 2027- R – Acc – EUR 3,62%
VONTOBEL TwentyFour Strategic Income Fund 3,61%
Invesco Pan European High Income 3,60%
MAM Target 2027 3,38%
RobecoSAM SDG Credit Income 3,36%
BGF ESG Multi-Asset 3,36%
Betamax Global P 3,27%
Galilée Global Thematics - RC 3,23%
BL Global Flexible 3,21%
Dorval Global Convictions - part R 3,19%
ELEVA Absolute Return Europe R 3,19%
Sunny Euro Stratégic Plus R 3,14%
Axiom Obligataire OPCVM 3,11%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 3,05%
Invest Latitude Patrimoine 3,01%
Echiquier ARTY A 2,91%
DNCA Invest Eurose A EUR 2,68%
Seven Fortress Fund : Class I 2,53%
Auris Selection Def R EUR Acc 2,50%
IVO Short Duration SRI 2,47%
CANDRIAM SRI Bonds Emerging Markets 2,41%
Carmignac Patrimoine A EUR Acc 2,39%
Pictet-Multi Asset Global Opps R EUR 2,39%
EdRF Income Europe A EUR 2,36%
CANDRIAM SRI Bonds Global HY 2,36%
DNCA Invest Beyond Alterosa A 2,35%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,24%
Carmignac Portfolio Patrimoine Europe 1,96%
Lazard Credit Opportunities RC EUR 1,95%
Kirao Multicaps Alpha 1,90%
RobecoSAM Euro SDG Credits 1,83%
Athymis Patrimoine P 1,83%
Seven Diversified Fund Class I 1,70%
M&G (Lux) Global Macro Bond Fund 1,43%
Sextant Bond Picking 1,25%
HELIUM SELECTION 1,03%
Nordea 1 - Stable Return Fund 1,00%
Gay-Lussac Europe Flex Diversifiés 0,83%
Sanso Objectif Durable 2024 A 0,74%
Tikehau International Cross Assets – R – Acc – EUR 0,73%
BNY Mellon Global Real Return Fund (EUR) 0,66%
Ethna-AKTIV 0,44%
Lazard Patrimoine RC 0,44%
Jupiter Strategic Absolute Return Bund Fund 0,09%
HELIUM ALPHA -1,87%
Nordea 1 – Alpha 10 MA Fund -2,37%

Fonds à profil de risque 5/7

Fonds YTD
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 9,81%
Sofidy Selection 1 9,59%
C-Quadrat Europe Selection 9,21%
Aberdeen Standard SICAV I - Listed Private Capital 9,13%
Robeco Global Consumer Trends 9,04%
Sycomore [email protected] 7,83%
Amplegest Proactif AC 7,28%
Sextant Autour du Monde A 7,20%
Carmignac Portfolio Emerging Patrimoine 7,18%
CM-CIC Global Leaders C 7,05%
OTEA 1 6,72%
Sycomore Eco Solutions 6,68%
Dorval Convictions - Part R 6,46%
DNCA Evolutif C 6,44%
Comgest Monde C 6,32%
Sycomore Shared Growth R 5,24%
Janus Henderson Balanced Fund 5,18%
First Eagle Amundi International AE-C 5,11%
Pluvalca Sustainable Opportunities 5,08%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,96%
COGEFI Flex Dynamic P 4,88%
HMG DECOUVERTES PME - part C 4,20%
Raymond James Funds Smicrocaps 4,01%
Global Proactive Portfolio - P 3,97%
Robeco Sustainable Global Stars Equities 3,81%
Amplegest Long Short IC 3,70%
Amplegest Long Short AC 3,65%
IVO Fixed Income EUR R Acc 3,53%
Ecofi Agir pour le Climat 3,31%
JPMorgan Investment Funds - Global Macro Opportunities Fund 3,28%
BBM V-Flex AC 3,20%
MAM Solution 2,94%
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 2,92%
CPR Invest – Croissance Réactive 2,62%
AXAWF Global Optimal Income E Cap EUR 2,36%
Covéa Flexible ISR C 2,23%
HMG Découvertes C 2,15%
DWS Invest Top Dividend 1,78%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,67%
Hesper Fund – Global solutions (T-12 EUR) 0,19%
Nordea 1 – Alpha 15 MA Fund -3,51%

Fonds à profil de risque 6/7

Fonds YTD
Invesco Global Consumer Trends 15,84%
BNY Mellon Mobility Innovation Fund 13,25%
Claresco Innovation 12,81%
BNP PARIBAS Disruptive technology 12,74%
Fidelity Global Technology A-Dis-EUR 12,59%
BlueBox Funds Global Technology classe C 12,58%
Janus Henderson Horizon Global Technology Leaders Fund 12,36%
Montbleu Etoiles 11,96%
Haas Actions Croissance C 11,78%
Prévoir Gestion Actions C 11,59%
Templeton Global Climate Change Fund 11,57%
GALILEO MIDCAP 11,43%
CANDRIAM Equities L Robotics 11,24%
QUADRIGE MULTICAPS EUROPE 11,23%
R-co Conviction Equity Value Euro C EUR 11,17%
MS INVF Europe Opportunity 10,94%
BNP PARIBAS CHINA EQUITY 10,94%
C-Quadrat Europe Multicap 10,89%
Varenne Selection A-EUR 10,70%
ELEVA Euroland Selection R 10,65%
SRI Pictet – Clean Energy Transition – P EUR : 5 10,50%
Valeur Intrinsèque P 10,23%
Mansartis Europe C 10,21%
DNB Technology 10,18%
RobecoSAM Smart Energy Equities 10,16%
Oddo BHF Immobilier CR-EUR 10,14%
Aberdeen Standard SICAV I - China A Share Equity 9,95%
R-co Valor C EUR 9,94%
Threadneedle (Lux) Global Smaller Companies 9,91%
Dorval European Climate Initiative Part R 9,90%
G Fund – Avenir Europe 9,90%
Lazard Equity SRI C 9,75%
Quadrige Europe Midcaps 9,65%
Constance Be World A 9,61%
Groupama Avenir Euro 9,55%
LO Funds Global Prestige P EUR Acc 9,54%
HSBC SRI Euroland Equity AC 9,44%
Vega France Opportunités RC 9,41%
MainFirst Global Equities Fund 9,35%
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,21%
CANDRIAM SRI Equities EMU 9,05%
MainFirst Germany Fund (A) 8,94%
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 8,80%
VONTOBEL Clean Technology 8,74%
EXPORT EUROPE PALATINE R 8,72%
Threadneedle Pan European ESG Equities 8,60%
Amplegest Pricing Power IC 8,57%
Amplegest Pricing Power FC 8,53%
Pluvalca Disruptive Opportunities A 8,50%
Amplegest Pricing Power AC 8,44%
BSO France P 8,40%
EdR SICAV Euro Sust Growth A EUR 8,33%
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 8,26%
Talence Euromidcap 8,23%
Renaissance Europe C 8,19%
Ostrum Actions Small&Mid Cap Euro RC 8,13%
BNP Paribas Climate Impact 8,10%
CG Nouvelle Asie C 8,05%
Invesco Asia Consumer Demand 7,99%
C-Quadrat Global Equity ESG 7,97%
Wise 5 7,94%
Russell Investments China Equity Fund 7,85%
Clartan Ethos Esg Europe Small&Mid Cap C 7,83%
Roche-Brune Euro Valeurs Responsables 7,83%
PALATINE PLANETE C 7,71%
CPR Invest – Global Disruptive Opportunities 7,68%
Fideas Smart for Climate P Actions Eurozone ISR 7,50%
Mandarine Active Part R 7,48%
Janus Henderson Horizon Global Sustainable Equity Fund 7,43%
Amilton Premium Europe R 7,43%
C-Quadrat Europe Smallcap 7,36%
LF LUX Inflection Point Carb Imp Glb R EUR 7,32%
AAA Actions Agro Alimentaire RC 7,31%
JPMorgan Investment Funds – China A-Share Opportunities 7,28%
Portzamparc Opportunités ISR 7,24%
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,24%
DNB Fund Future Waves 7,19%
Clartan Valeurs C 7,17%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,15%
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 7,14%
COGEFI Elixir P 7,12%
Kirao Multicaps AC 7,10%
Ofi Invest ISR Grandes Marques A 7,08%
OFI INVEST US EQUITY 7,02%
OFI RS ACT4 POSITIVE ECONOMY 6,97%
Galilée Innovation Europe - RC 6,96%
QUADRIGE RENDEMENT France Midcaps 6,91%
R-co 4Change Inclusion & Handicap Equity C EUR 6,91%
Sélection Action Rendement 6,80%
Centifolia C A/I 6,79%
Montségur Rendement C 6,70%
Richelieu Family Small Cap R 6,62%
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 6,60%
MC Convictions France 6,59%
BDL Convictions 6,50%
Candriam SRI Equity Em Mkts C EUR Acc 6,49%
Dorval Manageurs Small Cap Euro - Part R 6,46%
Jupiter Financial Innovation 6,41%
Europa One R 6,21%
Covéa Ruptures A (C) 6,21%
Platinium Ariane C 6,17%
SRI Pictet – Global Environmental Opportunities – P EUR : 4 6,15%
EdRF Big Data A EUR 6,15%
BDL Transition 6,11%
Amplegest MidCaps IC 6,09%
Kirao Smallcaps 6,07%
MCA Entreprendre PME 6,04%
Amplegest MidCaps FC 6,03%
GIS SRI Ageing Population 6,02%
BNPPARIBAS AQUA CLASSIC C 5,99%
Amplegest Midcaps AC 5,97%
Generali Europe Mid-Caps 5,96%
Jupiter Global Ecology Growth 5,95%
Allianz Global Intelligent Cities - AT (H2-EUR) 5,94%
MS INVF Asia Opportunity 5,89%
Portzamparc Entrepreneurs ISR 5,89%
TCW Relative Value US Equities Fund 5,85%
Ecofi Avenir Plus 5,84%
Roche-Brune Euro PME 5,77%
DNCA Invest Archer Mid-Cap Europe B EUR 5,72%
Echiquier Agenor SRI Mid Cap Europe A 5,71%
HMG Rendement D A/I 5,69%
Galilée World Equity Thematics – RC 5,59%
COGEFI Prospective P 5,57%
G Fund - Avenir Small Cap 5,54%
Fidelity World A-Acc-EUR 5,52%
CPR Invest – Climate Action 5,50%
Montségur Croissance C 5,47%
Russell Investments Low Carbon 5,47%
Quadrige France Smallcaps C 5,46%
IDAM Small France R 5,40%
Covéa Terra A (C) 5,38%
Digital Stars Europe Acc 5,25%
Ecofi Trajectoires Durables 5,22%
Digital Stars Europe 5,19%
Copernic - RC 5,15%
Echiquier World Equity Growth A 5,15%
Sélection Action Rendement International 5,11%
Portzamparc PME ISR 5,09%
SLF (LUX) Equity Climate Impact EUR R Cap 5,08%
G Fund World (R) Evolutions 5,04%
Tocqueville Silver Age ISR 5,03%
Claresco USA 4,97%
Russell Investments World Equity Fund 4,96%
Erasmus Small Cap Euro R 4,96%
Echiquier Positive Impact Europe A 4,95%
COGEFI Chrysalide P 4,84%
Seven European Equity Class I 4,82%
Sanso Smart Climate 4,79%
Seven UCITS Seven European Eqty Fd EUR-R 4,76%
Candriam Eqs L Eurp Innovt C EUR Cap 4,75%
Sextant PME 4,74%
Prévoir Pangea R 4,63%
Mandarine Global Transition Part R 4,59%
Amundi Actions USA ISR P C 4,51%
Federal Multi PME P 4,48%
Keren Essentiels C 4,45%
Amplegest PME IC 4,43%
Portzamparc Europe PME ISR 4,41%
Amplegest PME AC 4,31%
Mandarine Europe Microcap R EUR 4,25%
Amundi Europe Microcaps PC 4,12%
Claresco Avenir P 4,09%
Nova Europe A 3,96%
ELEVA Leaders Small et Mid Cap Europe R 3,82%
Pluvalca Initiative PME 3,78%
NN Global Impact Opps 3,74%
DNCA Invest Beyond Global Leaders B EUR 3,61%
Gay-Lussac Green Impact 3,37%
Ecofi Enjeux Futurs 3,17%
M&G (Lux) Positive Impact Fund 3,10%
R-co Thematic Silver Plus C EUR 3,03%
M&G (Lux) Global Listed Infrastructure Fund 2,99%
Betamax Europe Smart for Climate P Actions Europe 2,76%
FFG 2,71%
DNB Nordic Equities 2,71%
CPR Invest – Global Silver Age 2,13%
Alterna Plus 1,99%
CANDRIAM Equities L Oncology Impact 1,78%
M&G (Lux) Episode Macro Fund EUR S-H Acc 1,70%
Norden SRI 1,63%
Legg Mason ClearBridge Infrastructure Value Fund 1,04%
BDL REMPART 0,61%
Janus Henderson Horizon Biotechnology Fund 0,49%
Janus Henderson Global Life Sciences Fund 0,17%
JPMorgan Funds - Global Healthcare Fund -1,08%
Arc Actions Santé Innovante A -1,35%
BNP PARIBAS HEALTH CARE INNOVATORS -1,85%

Tous les fonds

Fonds YTD SRRI
AXIOM EUROPEAN BANKS EQUITY 21,02% 7/7
BNP PARIBAS ENERGY TRANSITION 19,62% 7/7
MS INVF US Growth 16,47% 7/7
Invesco Global Consumer Trends 15,84% 6/7
BNY Mellon Mobility Innovation Fund 13,25% 6/7
Claresco Innovation 12,81% 6/7
BNP PARIBAS Disruptive technology 12,74% 6/7
Fidelity Global Technology A-Dis-EUR 12,59% 6/7
BlueBox Funds Global Technology classe C 12,58% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 12,36% 6/7
Montbleu Etoiles 11,96% 6/7
Haas Actions Croissance C 11,78% 6/7
Prévoir Gestion Actions C 11,59% 6/7
Templeton Global Climate Change Fund 11,57% 6/7
Echiquier Artificial Intelligence B EUR 11,46% 7/7
GALILEO MIDCAP 11,43% 6/7
CANDRIAM Equities L Robotics 11,24% 6/7
QUADRIGE MULTICAPS EUROPE 11,23% 6/7
R-co Conviction Equity Value Euro C EUR 11,17% 6/7
MS INVF Europe Opportunity 10,94% 6/7
BNP PARIBAS CHINA EQUITY 10,94% 6/7
C-Quadrat Europe Multicap 10,89% 6/7
Varenne Selection A-EUR 10,70% 6/7
ELEVA Euroland Selection R 10,65% 6/7
SRI Pictet – Clean Energy Transition – P EUR : 5 10,50% 6/7
Valeur Intrinsèque P 10,23% 6/7
Mansartis Europe C 10,21% 6/7
DNB Technology 10,18% 6/7
RobecoSAM Smart Energy Equities 10,16% 6/7
Oddo BHF Immobilier CR-EUR 10,14% 6/7
Aberdeen Standard SICAV I - China A Share Equity 9,95% 6/7
R-co Valor C EUR 9,94% 6/7
Threadneedle (Lux) Global Smaller Companies 9,91% 6/7
Dorval European Climate Initiative Part R 9,90% 6/7
G Fund – Avenir Europe 9,90% 6/7
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 9,81% 5/7
Lazard Equity SRI C 9,75% 6/7
Quadrige Europe Midcaps 9,65% 6/7
Constance Be World A 9,61% 6/7
Sofidy Selection 1 9,59% 5/7
Groupama Avenir Euro 9,55% 6/7
LO Funds Global Prestige P EUR Acc 9,54% 6/7
HSBC SRI Euroland Equity AC 9,44% 6/7
Vega France Opportunités RC 9,41% 6/7
DNB Fund Renewable Energy 9,41% 7/7
MainFirst Global Equities Fund 9,35% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,21% 6/7
C-Quadrat Europe Selection 9,21% 5/7
Aberdeen Standard SICAV I - Listed Private Capital 9,13% 5/7
CANDRIAM SRI Equities EMU 9,05% 6/7
Robeco Global Consumer Trends 9,04% 5/7
MainFirst Germany Fund (A) 8,94% 6/7
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 8,80% 6/7
VONTOBEL Clean Technology 8,74% 6/7
EXPORT EUROPE PALATINE R 8,72% 6/7
Threadneedle Pan European ESG Equities 8,60% 6/7
CM-CIC Pierre C 8,59% 4/7
Amplegest Pricing Power IC 8,57% 6/7
Amplegest Pricing Power FC 8,53% 6/7
Pluvalca Disruptive Opportunities A 8,50% 6/7
Amplegest Pricing Power AC 8,44% 6/7
BSO France P 8,40% 6/7
EdR SICAV Euro Sust Growth A EUR 8,33% 6/7
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 8,26% 6/7
Talence Euromidcap 8,23% 6/7
Renaissance Europe C 8,19% 6/7
Ostrum Actions Small&Mid Cap Euro RC 8,13% 6/7
BNP Paribas Climate Impact 8,10% 6/7
CG Nouvelle Asie C 8,05% 6/7
Invesco Asia Consumer Demand 7,99% 6/7
C-Quadrat Global Equity ESG 7,97% 6/7
Wise 5 7,94% 6/7
Russell Investments China Equity Fund 7,85% 6/7
Sycomore [email protected] 7,83% 5/7
Clartan Ethos Esg Europe Small&Mid Cap C 7,83% 6/7
Roche-Brune Euro Valeurs Responsables 7,83% 6/7
PALATINE PLANETE C 7,71% 6/7
CPR Invest – Global Disruptive Opportunities 7,68% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 7,50% 6/7
Mandarine Active Part R 7,48% 6/7
Janus Henderson Horizon Global Sustainable Equity Fund 7,43% 6/7
Amilton Premium Europe R 7,43% 6/7
C-Quadrat Europe Smallcap 7,36% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 7,32% 6/7
AAA Actions Agro Alimentaire RC 7,31% 6/7
JPMorgan Investment Funds – China A-Share Opportunities 7,28% 6/7
Amplegest Proactif AC 7,28% 5/7
Portzamparc Opportunités ISR 7,24% 6/7
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,24% 6/7
Sextant Autour du Monde A 7,20% 5/7
DNB Fund Future Waves 7,19% 6/7
Carmignac Portfolio Emerging Patrimoine 7,18% 5/7
Clartan Valeurs C 7,17% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,15% 6/7
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 7,14% 6/7
COGEFI Elixir P 7,12% 6/7
Kirao Multicaps AC 7,10% 6/7
Ofi Invest ISR Grandes Marques A 7,08% 6/7
CM-CIC Global Leaders C 7,05% 5/7
OFI INVEST US EQUITY 7,02% 6/7
OFI RS ACT4 POSITIVE ECONOMY 6,97% 6/7
Galilée Innovation Europe - RC 6,96% 6/7
QUADRIGE RENDEMENT France Midcaps 6,91% 6/7
R-co 4Change Inclusion & Handicap Equity C EUR 6,91% 6/7
CM-CIC Objectif Environnement C 6,86% 4/7
Sélection Action Rendement 6,80% 6/7
Centifolia C A/I 6,79% 6/7
OTEA 1 6,72% 5/7
Montségur Rendement C 6,70% 6/7
Sycomore Eco Solutions 6,68% 5/7
Flornoy Valeurs Familiales 6,66% 4/7
Richelieu Family Small Cap R 6,62% 6/7
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 6,60% 6/7
MC Convictions France 6,59% 6/7
BDL Convictions 6,50% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 6,49% 6/7
Dorval Convictions - Part R 6,46% 5/7
Dorval Manageurs Small Cap Euro - Part R 6,46% 6/7
DNCA Evolutif C 6,44% 5/7
Jupiter Financial Innovation 6,41% 6/7
Comgest Monde C 6,32% 5/7
Europa One R 6,21% 6/7
Covéa Ruptures A (C) 6,21% 6/7
Platinium Ariane C 6,17% 6/7
SRI Pictet – Global Environmental Opportunities – P EUR : 4 6,15% 6/7
EdRF Big Data A EUR 6,15% 6/7
BDL Transition 6,11% 6/7
Amplegest MidCaps IC 6,09% 6/7
Kirao Smallcaps 6,07% 6/7
MCA Entreprendre PME 6,04% 6/7
Amplegest MidCaps FC 6,03% 6/7
GIS SRI Ageing Population 6,02% 6/7
BNPPARIBAS AQUA CLASSIC C 5,99% 6/7
Amplegest Midcaps AC 5,97% 6/7
Generali Europe Mid-Caps 5,96% 6/7
Jupiter Global Ecology Growth 5,95% 6/7
Allianz Global Intelligent Cities - AT (H2-EUR) 5,94% 6/7
MS INVF Asia Opportunity 5,89% 6/7
Portzamparc Entrepreneurs ISR 5,89% 6/7
TCW Relative Value US Equities Fund 5,85% 6/7
Ecofi Avenir Plus 5,84% 6/7
Roche-Brune Euro PME 5,77% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 5,72% 6/7
Echiquier Agenor SRI Mid Cap Europe A 5,71% 6/7
HMG Rendement D A/I 5,69% 6/7
Galilée World Equity Thematics – RC 5,59% 6/7
COGEFI Prospective P 5,57% 6/7
G Fund - Avenir Small Cap 5,54% 6/7
Fidelity World A-Acc-EUR 5,52% 6/7
CPR Invest – Climate Action 5,50% 6/7
Montségur Croissance C 5,47% 6/7
Russell Investments Low Carbon 5,47% 6/7
Quadrige France Smallcaps C 5,46% 6/7
Jupiter Global Ecology Diversified 5,43% 4/7
IDAM Small France R 5,40% 6/7
Covéa Terra A (C) 5,38% 6/7
Digital Stars Europe Acc 5,25% 6/7
Sycomore Shared Growth R 5,24% 5/7
Ecofi Trajectoires Durables 5,22% 6/7
Digital Stars Europe 5,19% 6/7
Janus Henderson Balanced Fund 5,18% 5/7
Copernic - RC 5,15% 6/7
Echiquier World Equity Growth A 5,15% 6/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,11% 4/7
Sélection Action Rendement International 5,11% 6/7
First Eagle Amundi International AE-C 5,11% 5/7
Portzamparc PME ISR 5,09% 6/7
Keren Patrimoine C 5,09% 4/7
SLF (LUX) Equity Climate Impact EUR R Cap 5,08% 6/7
Pluvalca Sustainable Opportunities 5,08% 5/7
G Fund World (R) Evolutions 5,04% 6/7
Tocqueville Silver Age ISR 5,03% 6/7
Claresco USA 4,97% 6/7
Russell Investments World Equity Fund 4,96% 6/7
Erasmus Small Cap Euro R 4,96% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,96% 5/7
Echiquier Positive Impact Europe A 4,95% 6/7
COGEFI Flex Dynamic P 4,88% 5/7
COGEFI Chrysalide P 4,84% 6/7
Seven European Equity Class I 4,82% 6/7
Sanso Smart Climate 4,79% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 4,76% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 4,75% 6/7
Sextant PME 4,74% 6/7
Jupiter Dynamic Bond 4,71% 4/7
Prévoir Pangea R 4,63% 6/7
Mandarine Global Transition Part R 4,59% 6/7
Amundi Actions USA ISR P C 4,51% 6/7
Federal Multi PME P 4,48% 6/7
Keren Essentiels C 4,45% 6/7
Amplegest PME IC 4,43% 6/7
Portzamparc Europe PME ISR 4,41% 6/7
Gutenberg Patrimoine C 4,37% 4/7
Tikehau SubFin Fund - A – Acc – EUR 4,35% 4/7
Amplegest PME AC 4,31% 6/7
Russell Investments Multi-Asset Growth Strategy 4,26% 4/7
Mandarine Europe Microcap R EUR 4,25% 6/7
HMG DECOUVERTES PME - part C 4,20% 5/7
NN Patrimonial BEST 4,14% 4/7
Amundi Europe Microcaps PC 4,12% 6/7
Claresco Avenir P 4,09% 6/7
Raymond James Funds Smicrocaps 4,01% 5/7
Global Proactive Portfolio - P 3,97% 5/7
Nova Europe A 3,96% 6/7
JPMorgan Investment Funds – Global Income Fund 3,94% 4/7
OFI INVEST ESG MULTITRACK (R) 3,91% 4/7
ELEVA Leaders Small et Mid Cap Europe R 3,82% 6/7
Robeco Sustainable Global Stars Equities 3,81% 5/7
Pluvalca Initiative PME 3,78% 6/7
Flexigestion Patrimoine 3,75% 4/7
NN Global Impact Opps 3,74% 6/7
Sextant Grand Large A 3,74% 4/7
Invest Latitude Equilibre 3,72% 4/7
G FUND FUTURE FOR GENERATIONS 3,70% 4/7
Amplegest Long Short IC 3,70% 5/7
Amplegest Long Short AC 3,65% 5/7
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,65% 4/7
Tikehau 2027- R – Acc – EUR 3,62% 4/7
DNCA Invest Beyond Global Leaders B EUR 3,61% 6/7
VONTOBEL TwentyFour Strategic Income Fund 3,61% 4/7
Sycomore Allocation Patrimoine R 3,60% 3/7
Invesco Pan European High Income 3,60% 4/7
IVO Fixed Income EUR R Acc 3,53% 5/7
MAM Target 2027 3,38% 4/7
Gay-Lussac Green Impact 3,37% 6/7
RobecoSAM SDG Credit Income 3,36% 4/7
BGF ESG Multi-Asset 3,36% 4/7
Ecofi Agir pour le Climat 3,31% 5/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 3,28% 5/7
Betamax Global P 3,27% 4/7
Galilée Global Thematics - RC 3,23% 4/7
BL Global Flexible 3,21% 4/7
BBM V-Flex AC 3,20% 5/7
Dorval Global Convictions - part R 3,19% 4/7
ELEVA Absolute Return Europe R 3,19% 4/7
Ecofi Enjeux Futurs 3,17% 6/7
DWS Concept Kaldemorgen 3,17% 3/7
Sunny Euro Stratégic Plus R 3,14% 4/7
Axiom Obligataire OPCVM 3,11% 4/7
M&G (Lux) Positive Impact Fund 3,10% 6/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 3,05% 4/7
R-co Thematic Silver Plus C EUR 3,03% 6/7
Invest Latitude Patrimoine 3,01% 4/7
M&G (Lux) Global Listed Infrastructure Fund 2,99% 6/7
MAM Solution 2,94% 5/7
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 2,92% 5/7
Federal Ethi-Patrimoine 2,91% 3/7
Echiquier ARTY A 2,91% 4/7
NN Green Bond 2,87% 3/7
Betamax Europe Smart for Climate P Actions Europe 2,76% 6/7
FFG 2,71% 6/7
DNB Nordic Equities 2,71% 6/7
DNCA Invest Eurose A EUR 2,68% 4/7
CPR Invest – Croissance Réactive 2,62% 5/7
OMNIBOND 2,56% 3/7
Seven Fortress Fund : Class I 2,53% 4/7
Auris Selection Def R EUR Acc 2,50% 4/7
IVO Short Duration SRI 2,47% 4/7
Clartan Patrimoine C 2,42% 3/7
CANDRIAM SRI Bonds Emerging Markets 2,41% 4/7
Carmignac Patrimoine A EUR Acc 2,39% 4/7
Pictet-Multi Asset Global Opps R EUR 2,39% 4/7
EdRF Income Europe A EUR 2,36% 4/7
CANDRIAM SRI Bonds Global HY 2,36% 4/7
AXAWF Global Optimal Income E Cap EUR 2,36% 5/7
DNCA Invest Beyond Alterosa A 2,35% 4/7
Haas Epargne Patrimoine C 2,32% 3/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,24% 4/7
Covéa Flexible ISR C 2,23% 5/7
HELIUM INVEST 2,22% 3/7
Stratégie Rendement 2,21% 3/7
HMG Découvertes C 2,15% 5/7
CPR Invest – Global Silver Age 2,13% 6/7
Trusteam Optimum A 2,06% 3/7
Axiom Optimal Fix 2,00% 3/7
Alterna Plus 1,99% 6/7
Carmignac Portfolio Patrimoine Europe 1,96% 4/7
Lazard Credit Opportunities RC EUR 1,95% 4/7
Rentoblig 1,90% 3/7
Kirao Multicaps Alpha 1,90% 4/7
RobecoSAM Euro SDG Credits 1,83% 4/7
Athymis Patrimoine P 1,83% 4/7
DWS Invest Top Dividend 1,78% 5/7
CANDRIAM Equities L Oncology Impact 1,78% 6/7
M&G (Lux) Episode Macro Fund EUR S-H Acc 1,70% 6/7
Seven Diversified Fund Class I 1,70% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,67% 5/7
Dorval Global Convictions Patrimoine - part R 1,66% 3/7
Norden SRI 1,63% 6/7
Dôm Reflex 1,54% 3/7
M&G (Lux) Global Macro Bond Fund 1,43% 4/7
GIS Euro Corporate Short Term Bond 1,38% 3/7
Tikehau Short Duration – R – Acc – EUR 1,37% 2/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 1,37% 3/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 1,27% 2/7
Sextant Bond Picking 1,25% 4/7
BNP PARIBAS Diversipierre 1,16% 2/7
CANDRIAM Absolute Return Equity Market Neutral 1,14% 7/7
BNY Mellon Sustainable Global Dynamic Bond Fund 1,13% 3/7
CANDRIAM Patrimoine Obli Inter 1,07% 3/7
Legg Mason ClearBridge Infrastructure Value Fund 1,04% 6/7
HELIUM SELECTION 1,03% 4/7
Exane Pleiade Fund 1,01% 3/7
Nordea 1 - Stable Return Fund 1,00% 4/7
Gay-Lussac Europe Flex Diversifiés 0,83% 4/7
Sanso Objectif Durable 2024 A 0,74% 4/7
Tikehau International Cross Assets – R – Acc – EUR 0,73% 4/7
BNY Mellon Global Real Return Fund (EUR) 0,66% 4/7
HELIUM FUND 0,65% 3/7
BDL REMPART 0,61% 6/7
Sanso Short Duration C 0,55% 3/7
Janus Henderson Horizon Biotechnology Fund 0,49% 6/7
SRI Pictet – Atlas – P EUR : 2 0,46% 3/7
Ethna-AKTIV 0,44% 4/7
Lazard Patrimoine RC 0,44% 4/7
G FUND - ALPHA FIXED INCOME 0,28% 3/7
Hesper Fund – Global solutions (T-12 EUR) 0,19% 5/7
Janus Henderson Global Life Sciences Fund 0,17% 6/7
Jupiter Strategic Absolute Return Bund Fund 0,09% 4/7
AIS Protect 0,01% 3/7
CANDRIAM Risk Arbitrage -0,33% 3/7
Durandal -0,75% 3/7
JPMorgan Funds - Global Healthcare Fund -1,08% 6/7
Arc Actions Santé Innovante A -1,35% 6/7
BNP PARIBAS HEALTH CARE INNOVATORS -1,85% 6/7
HELIUM ALPHA -1,87% 4/7
Nordea 1 – Alpha 10 MA Fund -2,37% 4/7
Nordea 1 – Alpha 15 MA Fund -3,51% 5/7

Fonds à profil de risque 4/7

Fonds 1 mois
CM-CIC Pierre C 8,59%
CM-CIC Objectif Environnement C 6,86%
Flornoy Valeurs Familiales 6,66%
Jupiter Global Ecology Diversified 5,43%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,11%
Keren Patrimoine C 5,09%
Jupiter Dynamic Bond 4,71%
Gutenberg Patrimoine C 4,37%
Tikehau SubFin Fund - A – Acc – EUR 4,35%
Russell Investments Multi-Asset Growth Strategy 4,26%
NN Patrimonial BEST 4,14%
JPMorgan Investment Funds – Global Income Fund 3,94%
OFI INVEST ESG MULTITRACK (R) 3,91%
Flexigestion Patrimoine 3,75%
Sextant Grand Large A 3,74%
Invest Latitude Equilibre 3,72%
G FUND FUTURE FOR GENERATIONS 3,70%
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,65%
Tikehau 2027- R – Acc – EUR 3,62%
VONTOBEL TwentyFour Strategic Income Fund 3,61%
Invesco Pan European High Income 3,60%
MAM Target 2027 3,38%
RobecoSAM SDG Credit Income 3,36%
BGF ESG Multi-Asset 3,36%
Betamax Global P 3,27%
Galilée Global Thematics - RC 3,23%
BL Global Flexible 3,21%
Dorval Global Convictions - part R 3,19%
ELEVA Absolute Return Europe R 3,19%
Sunny Euro Stratégic Plus R 3,14%
Axiom Obligataire OPCVM 3,11%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 3,05%
Invest Latitude Patrimoine 3,01%
Echiquier ARTY A 2,91%
DNCA Invest Eurose A EUR 2,68%
Seven Fortress Fund : Class I 2,53%
Auris Selection Def R EUR Acc 2,50%
IVO Short Duration SRI 2,47%
CANDRIAM SRI Bonds Emerging Markets 2,41%
Carmignac Patrimoine A EUR Acc 2,39%
Pictet-Multi Asset Global Opps R EUR 2,39%
EdRF Income Europe A EUR 2,36%
CANDRIAM SRI Bonds Global HY 2,36%
DNCA Invest Beyond Alterosa A 2,35%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,24%
Carmignac Portfolio Patrimoine Europe 1,96%
Lazard Credit Opportunities RC EUR 1,95%
Kirao Multicaps Alpha 1,90%
RobecoSAM Euro SDG Credits 1,83%
Athymis Patrimoine P 1,83%
Seven Diversified Fund Class I 1,70%
M&G (Lux) Global Macro Bond Fund 1,43%
Sextant Bond Picking 1,25%
HELIUM SELECTION 1,03%
Nordea 1 - Stable Return Fund 1,00%
Gay-Lussac Europe Flex Diversifiés 0,83%
Sanso Objectif Durable 2024 A 0,74%
Tikehau International Cross Assets – R – Acc – EUR 0,73%
BNY Mellon Global Real Return Fund (EUR) 0,66%
Ethna-AKTIV 0,44%
Lazard Patrimoine RC 0,44%
Jupiter Strategic Absolute Return Bund Fund 0,09%
HELIUM ALPHA -2,25%
Nordea 1 – Alpha 10 MA Fund -2,37%

Fonds à profil de risque 5/7

Fonds 1 mois
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 9,81%
Sofidy Selection 1 9,59%
C-Quadrat Europe Selection 9,21%
Aberdeen Standard SICAV I - Listed Private Capital 9,13%
Robeco Global Consumer Trends 9,04%
Sycomore [email protected] 7,83%
Amplegest Proactif AC 7,28%
Sextant Autour du Monde A 7,20%
Carmignac Portfolio Emerging Patrimoine 7,18%
CM-CIC Global Leaders C 7,05%
OTEA 1 6,72%
Sycomore Eco Solutions 6,68%
Dorval Convictions - Part R 6,46%
DNCA Evolutif C 6,44%
Comgest Monde C 6,32%
Sycomore Shared Growth R 5,24%
Janus Henderson Balanced Fund 5,18%
First Eagle Amundi International AE-C 5,11%
Pluvalca Sustainable Opportunities 5,08%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,96%
COGEFI Flex Dynamic P 4,88%
HMG DECOUVERTES PME - part C 4,20%
Raymond James Funds Smicrocaps 4,01%
Global Proactive Portfolio - P 3,97%
Robeco Sustainable Global Stars Equities 3,81%
Amplegest Long Short IC 3,70%
Amplegest Long Short AC 3,65%
IVO Fixed Income EUR R Acc 3,53%
Ecofi Agir pour le Climat 3,31%
JPMorgan Investment Funds - Global Macro Opportunities Fund 3,28%
BBM V-Flex AC 3,20%
MAM Solution 2,94%
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 2,82%
CPR Invest – Croissance Réactive 2,62%
AXAWF Global Optimal Income E Cap EUR 2,36%
Covéa Flexible ISR C 2,23%
HMG Découvertes C 2,15%
DWS Invest Top Dividend 1,78%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,67%
Hesper Fund – Global solutions (T-12 EUR) 0,19%
Nordea 1 – Alpha 15 MA Fund -3,51%

Fonds à profil de risque 6/7

Fonds 1 mois
Invesco Global Consumer Trends 15,84%
BNY Mellon Mobility Innovation Fund 13,25%
Claresco Innovation 12,81%
BNP PARIBAS Disruptive technology 12,74%
Fidelity Global Technology A-Dis-EUR 12,59%
BlueBox Funds Global Technology classe C 12,58%
Janus Henderson Horizon Global Technology Leaders Fund 12,36%
Montbleu Etoiles 11,96%
Haas Actions Croissance C 11,78%
Prévoir Gestion Actions C 11,59%
Templeton Global Climate Change Fund 11,57%
GALILEO MIDCAP 11,43%
CANDRIAM Equities L Robotics 11,24%
QUADRIGE MULTICAPS EUROPE 11,23%
R-co Conviction Equity Value Euro C EUR 11,17%
MS INVF Europe Opportunity 10,94%
BNP PARIBAS CHINA EQUITY 10,94%
C-Quadrat Europe Multicap 10,89%
Varenne Selection A-EUR 10,70%
ELEVA Euroland Selection R 10,65%
SRI Pictet – Clean Energy Transition – P EUR : 5 10,50%
Valeur Intrinsèque P 10,23%
Mansartis Europe C 10,21%
DNB Technology 10,18%
RobecoSAM Smart Energy Equities 10,16%
Oddo BHF Immobilier CR-EUR 10,14%
Aberdeen Standard SICAV I - China A Share Equity 9,95%
R-co Valor C EUR 9,94%
Threadneedle (Lux) Global Smaller Companies 9,91%
Dorval European Climate Initiative Part R 9,90%
G Fund – Avenir Europe 9,90%
Lazard Equity SRI C 9,75%
Quadrige Europe Midcaps 9,65%
Constance Be World A 9,61%
Groupama Avenir Euro 9,55%
LO Funds Global Prestige P EUR Acc 9,54%
HSBC SRI Euroland Equity AC 9,44%
Vega France Opportunités RC 9,41%
MainFirst Global Equities Fund 9,35%
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,21%
CANDRIAM SRI Equities EMU 9,05%
MainFirst Germany Fund (A) 8,94%
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 8,80%
VONTOBEL Clean Technology 8,74%
EXPORT EUROPE PALATINE R 8,72%
Threadneedle Pan European ESG Equities 8,60%
Amplegest Pricing Power IC 8,57%
Amplegest Pricing Power FC 8,53%
Pluvalca Disruptive Opportunities A 8,50%
Amplegest Pricing Power AC 8,44%
BSO France P 8,40%
EdR SICAV Euro Sust Growth A EUR 8,33%
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 8,26%
Talence Euromidcap 8,23%
Renaissance Europe C 8,19%
Ostrum Actions Small&Mid Cap Euro RC 8,13%
BNP Paribas Climate Impact 8,10%
CG Nouvelle Asie C 8,05%
Invesco Asia Consumer Demand 7,99%
C-Quadrat Global Equity ESG 7,97%
Wise 5 7,94%
Russell Investments China Equity Fund 7,85%
Clartan Ethos Esg Europe Small&Mid Cap C 7,83%
Roche-Brune Euro Valeurs Responsables 7,83%
PALATINE PLANETE C 7,71%
CPR Invest – Global Disruptive Opportunities 7,68%
Fideas Smart for Climate P Actions Eurozone ISR 7,50%
Mandarine Active Part R 7,48%
Janus Henderson Horizon Global Sustainable Equity Fund 7,43%
Amilton Premium Europe R 7,43%
C-Quadrat Europe Smallcap 7,36%
LF LUX Inflection Point Carb Imp Glb R EUR 7,32%
AAA Actions Agro Alimentaire RC 7,31%
JPMorgan Investment Funds – China A-Share Opportunities 7,28%
Portzamparc Opportunités ISR 7,24%
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,24%
DNB Fund Future Waves 7,19%
Clartan Valeurs C 7,17%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,15%
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 7,14%
COGEFI Elixir P 7,12%
Kirao Multicaps AC 7,10%
Ofi Invest ISR Grandes Marques A 7,08%
OFI INVEST US EQUITY 7,02%
OFI RS ACT4 POSITIVE ECONOMY 6,97%
Galilée Innovation Europe - RC 6,96%
QUADRIGE RENDEMENT France Midcaps 6,91%
R-co 4Change Inclusion & Handicap Equity C EUR 6,91%
Sélection Action Rendement 6,80%
Centifolia C A/I 6,79%
Montségur Rendement C 6,70%
Richelieu Family Small Cap R 6,62%
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 6,60%
MC Convictions France 6,59%
BDL Convictions 6,50%
Candriam SRI Equity Em Mkts C EUR Acc 6,49%
Dorval Manageurs Small Cap Euro - Part R 6,46%
Jupiter Financial Innovation 6,41%
Europa One R 6,21%
Covéa Ruptures A (C) 6,21%
Platinium Ariane C 6,17%
SRI Pictet – Global Environmental Opportunities – P EUR : 4 6,15%
EdRF Big Data A EUR 6,15%
BDL Transition 6,11%
Amplegest MidCaps IC 6,09%
Kirao Smallcaps 6,07%
MCA Entreprendre PME 6,04%
Amplegest MidCaps FC 6,03%
GIS SRI Ageing Population 6,02%
BNPPARIBAS AQUA CLASSIC C 5,99%
Amplegest Midcaps AC 5,97%
Generali Europe Mid-Caps 5,96%
Jupiter Global Ecology Growth 5,95%
Allianz Global Intelligent Cities - AT (H2-EUR) 5,94%
MS INVF Asia Opportunity 5,89%
Portzamparc Entrepreneurs ISR 5,89%
TCW Relative Value US Equities Fund 5,85%
Ecofi Avenir Plus 5,84%
Roche-Brune Euro PME 5,77%
DNCA Invest Archer Mid-Cap Europe B EUR 5,72%
Echiquier Agenor SRI Mid Cap Europe A 5,71%
HMG Rendement D A/I 5,69%
Galilée World Equity Thematics – RC 5,59%
COGEFI Prospective P 5,57%
G Fund - Avenir Small Cap 5,54%
Fidelity World A-Acc-EUR 5,52%
CPR Invest – Climate Action 5,50%
Montségur Croissance C 5,47%
Russell Investments Low Carbon 5,47%
Quadrige France Smallcaps C 5,46%
IDAM Small France R 5,40%
Covéa Terra A (C) 5,38%
Digital Stars Europe Acc 5,25%
Ecofi Trajectoires Durables 5,22%
Digital Stars Europe 5,19%
Copernic - RC 5,15%
Echiquier World Equity Growth A 5,15%
Sélection Action Rendement International 5,11%
Portzamparc PME ISR 5,09%
SLF (LUX) Equity Climate Impact EUR R Cap 5,08%
G Fund World (R) Evolutions 5,04%
Tocqueville Silver Age ISR 5,03%
Claresco USA 4,97%
Russell Investments World Equity Fund 4,96%
Erasmus Small Cap Euro R 4,96%
Echiquier Positive Impact Europe A 4,95%
COGEFI Chrysalide P 4,84%
Seven European Equity Class I 4,82%
Sanso Smart Climate 4,79%
Seven UCITS Seven European Eqty Fd EUR-R 4,76%
Candriam Eqs L Eurp Innovt C EUR Cap 4,75%
Sextant PME 4,74%
Prévoir Pangea R 4,63%
Mandarine Global Transition Part R 4,59%
Amundi Actions USA ISR P C 4,51%
Federal Multi PME P 4,48%
Keren Essentiels C 4,45%
Amplegest PME IC 4,43%
Portzamparc Europe PME ISR 4,41%
Amplegest PME AC 4,31%
Mandarine Europe Microcap R EUR 4,25%
Amundi Europe Microcaps PC 4,12%
Claresco Avenir P 4,09%
Nova Europe A 3,96%
ELEVA Leaders Small et Mid Cap Europe R 3,82%
Pluvalca Initiative PME 3,78%
NN Global Impact Opps 3,74%
DNCA Invest Beyond Global Leaders B EUR 3,61%
Gay-Lussac Green Impact 3,37%
Ecofi Enjeux Futurs 3,17%
M&G (Lux) Positive Impact Fund 3,10%
R-co Thematic Silver Plus C EUR 3,03%
M&G (Lux) Global Listed Infrastructure Fund 2,99%
Betamax Europe Smart for Climate P Actions Europe 2,76%
FFG 2,71%
DNB Nordic Equities 2,71%
CPR Invest – Global Silver Age 2,13%
Alterna Plus 1,99%
CANDRIAM Equities L Oncology Impact 1,78%
M&G (Lux) Episode Macro Fund EUR S-H Acc 1,70%
Norden SRI 1,63%
Legg Mason ClearBridge Infrastructure Value Fund 1,04%
BDL REMPART 0,61%
Janus Henderson Horizon Biotechnology Fund 0,49%
Janus Henderson Global Life Sciences Fund 0,17%
JPMorgan Funds - Global Healthcare Fund -1,08%
Arc Actions Santé Innovante A -1,35%
BNP PARIBAS HEALTH CARE INNOVATORS -1,85%

Tous les fonds

Fonds 1 mois SRRI
AXIOM EUROPEAN BANKS EQUITY 21,02% 7/7
BNP PARIBAS ENERGY TRANSITION 19,62% 7/7
MS INVF US Growth 16,47% 7/7
Invesco Global Consumer Trends 15,84% 6/7
BNY Mellon Mobility Innovation Fund 13,25% 6/7
Claresco Innovation 12,81% 6/7
BNP PARIBAS Disruptive technology 12,74% 6/7
Fidelity Global Technology A-Dis-EUR 12,59% 6/7
BlueBox Funds Global Technology classe C 12,58% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 12,36% 6/7
Montbleu Etoiles 11,96% 6/7
Haas Actions Croissance C 11,78% 6/7
Prévoir Gestion Actions C 11,59% 6/7
Templeton Global Climate Change Fund 11,57% 6/7
Echiquier Artificial Intelligence B EUR 11,46% 7/7
GALILEO MIDCAP 11,43% 6/7
CANDRIAM Equities L Robotics 11,24% 6/7
QUADRIGE MULTICAPS EUROPE 11,23% 6/7
R-co Conviction Equity Value Euro C EUR 11,17% 6/7
MS INVF Europe Opportunity 10,94% 6/7
BNP PARIBAS CHINA EQUITY 10,94% 6/7
C-Quadrat Europe Multicap 10,89% 6/7
Varenne Selection A-EUR 10,70% 6/7
ELEVA Euroland Selection R 10,65% 6/7
SRI Pictet – Clean Energy Transition – P EUR : 5 10,50% 6/7
Valeur Intrinsèque P 10,23% 6/7
Mansartis Europe C 10,21% 6/7
DNB Technology 10,18% 6/7
RobecoSAM Smart Energy Equities 10,16% 6/7
Oddo BHF Immobilier CR-EUR 10,14% 6/7
Aberdeen Standard SICAV I - China A Share Equity 9,95% 6/7
R-co Valor C EUR 9,94% 6/7
Threadneedle (Lux) Global Smaller Companies 9,91% 6/7
Dorval European Climate Initiative Part R 9,90% 6/7
G Fund – Avenir Europe 9,90% 6/7
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 9,81% 5/7
Lazard Equity SRI C 9,75% 6/7
Quadrige Europe Midcaps 9,65% 6/7
Constance Be World A 9,61% 6/7
Sofidy Selection 1 9,59% 5/7
Groupama Avenir Euro 9,55% 6/7
LO Funds Global Prestige P EUR Acc 9,54% 6/7
HSBC SRI Euroland Equity AC 9,44% 6/7
Vega France Opportunités RC 9,41% 6/7
DNB Fund Renewable Energy 9,41% 7/7
MainFirst Global Equities Fund 9,35% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,21% 6/7
C-Quadrat Europe Selection 9,21% 5/7
Aberdeen Standard SICAV I - Listed Private Capital 9,13% 5/7
CANDRIAM SRI Equities EMU 9,05% 6/7
Robeco Global Consumer Trends 9,04% 5/7
MainFirst Germany Fund (A) 8,94% 6/7
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 8,80% 6/7
VONTOBEL Clean Technology 8,74% 6/7
EXPORT EUROPE PALATINE R 8,72% 6/7
Threadneedle Pan European ESG Equities 8,60% 6/7
CM-CIC Pierre C 8,59% 4/7
Amplegest Pricing Power IC 8,57% 6/7
Amplegest Pricing Power FC 8,53% 6/7
Pluvalca Disruptive Opportunities A 8,50% 6/7
Amplegest Pricing Power AC 8,44% 6/7
BSO France P 8,40% 6/7
EdR SICAV Euro Sust Growth A EUR 8,33% 6/7
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 8,26% 6/7
Talence Euromidcap 8,23% 6/7
Renaissance Europe C 8,19% 6/7
Ostrum Actions Small&Mid Cap Euro RC 8,13% 6/7
BNP Paribas Climate Impact 8,10% 6/7
CG Nouvelle Asie C 8,05% 6/7
Invesco Asia Consumer Demand 7,99% 6/7
C-Quadrat Global Equity ESG 7,97% 6/7
Wise 5 7,94% 6/7
Russell Investments China Equity Fund 7,85% 6/7
Sycomore [email protected] 7,83% 5/7
Clartan Ethos Esg Europe Small&Mid Cap C 7,83% 6/7
Roche-Brune Euro Valeurs Responsables 7,83% 6/7
PALATINE PLANETE C 7,71% 6/7
CPR Invest – Global Disruptive Opportunities 7,68% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 7,50% 6/7
Mandarine Active Part R 7,48% 6/7
Janus Henderson Horizon Global Sustainable Equity Fund 7,43% 6/7
Amilton Premium Europe R 7,43% 6/7
C-Quadrat Europe Smallcap 7,36% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 7,32% 6/7
AAA Actions Agro Alimentaire RC 7,31% 6/7
JPMorgan Investment Funds – China A-Share Opportunities 7,28% 6/7
Amplegest Proactif AC 7,28% 5/7
Portzamparc Opportunités ISR 7,24% 6/7
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,24% 6/7
Sextant Autour du Monde A 7,20% 5/7
DNB Fund Future Waves 7,19% 6/7
Carmignac Portfolio Emerging Patrimoine 7,18% 5/7
Clartan Valeurs C 7,17% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,15% 6/7
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 7,14% 6/7
COGEFI Elixir P 7,12% 6/7
Kirao Multicaps AC 7,10% 6/7
Ofi Invest ISR Grandes Marques A 7,08% 6/7
CM-CIC Global Leaders C 7,05% 5/7
OFI INVEST US EQUITY 7,02% 6/7
OFI RS ACT4 POSITIVE ECONOMY 6,97% 6/7
Galilée Innovation Europe - RC 6,96% 6/7
QUADRIGE RENDEMENT France Midcaps 6,91% 6/7
R-co 4Change Inclusion & Handicap Equity C EUR 6,91% 6/7
CM-CIC Objectif Environnement C 6,86% 4/7
Sélection Action Rendement 6,80% 6/7
Centifolia C A/I 6,79% 6/7
OTEA 1 6,72% 5/7
Montségur Rendement C 6,70% 6/7
Sycomore Eco Solutions 6,68% 5/7
Flornoy Valeurs Familiales 6,66% 4/7
Richelieu Family Small Cap R 6,62% 6/7
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 6,60% 6/7
MC Convictions France 6,59% 6/7
BDL Convictions 6,50% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 6,49% 6/7
Dorval Convictions - Part R 6,46% 5/7
Dorval Manageurs Small Cap Euro - Part R 6,46% 6/7
DNCA Evolutif C 6,44% 5/7
Jupiter Financial Innovation 6,41% 6/7
Comgest Monde C 6,32% 5/7
Europa One R 6,21% 6/7
Covéa Ruptures A (C) 6,21% 6/7
Platinium Ariane C 6,17% 6/7
SRI Pictet – Global Environmental Opportunities – P EUR : 4 6,15% 6/7
EdRF Big Data A EUR 6,15% 6/7
BDL Transition 6,11% 6/7
Amplegest MidCaps IC 6,09% 6/7
Kirao Smallcaps 6,07% 6/7
MCA Entreprendre PME 6,04% 6/7
Amplegest MidCaps FC 6,03% 6/7
GIS SRI Ageing Population 6,02% 6/7
BNPPARIBAS AQUA CLASSIC C 5,99% 6/7
Amplegest Midcaps AC 5,97% 6/7
Generali Europe Mid-Caps 5,96% 6/7
Jupiter Global Ecology Growth 5,95% 6/7
Allianz Global Intelligent Cities - AT (H2-EUR) 5,94% 6/7
MS INVF Asia Opportunity 5,89% 6/7
Portzamparc Entrepreneurs ISR 5,89% 6/7
TCW Relative Value US Equities Fund 5,85% 6/7
Ecofi Avenir Plus 5,84% 6/7
Roche-Brune Euro PME 5,77% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 5,72% 6/7
Echiquier Agenor SRI Mid Cap Europe A 5,71% 6/7
HMG Rendement D A/I 5,69% 6/7
Galilée World Equity Thematics – RC 5,59% 6/7
COGEFI Prospective P 5,57% 6/7
G Fund - Avenir Small Cap 5,54% 6/7
Fidelity World A-Acc-EUR 5,52% 6/7
CPR Invest – Climate Action 5,50% 6/7
Montségur Croissance C 5,47% 6/7
Russell Investments Low Carbon 5,47% 6/7
Quadrige France Smallcaps C 5,46% 6/7
Jupiter Global Ecology Diversified 5,43% 4/7
IDAM Small France R 5,40% 6/7
Covéa Terra A (C) 5,38% 6/7
Digital Stars Europe Acc 5,25% 6/7
Sycomore Shared Growth R 5,24% 5/7
Ecofi Trajectoires Durables 5,22% 6/7
Digital Stars Europe 5,19% 6/7
Janus Henderson Balanced Fund 5,18% 5/7
Copernic - RC 5,15% 6/7
Echiquier World Equity Growth A 5,15% 6/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,11% 4/7
Sélection Action Rendement International 5,11% 6/7
First Eagle Amundi International AE-C 5,11% 5/7
Portzamparc PME ISR 5,09% 6/7
Keren Patrimoine C 5,09% 4/7
SLF (LUX) Equity Climate Impact EUR R Cap 5,08% 6/7
Pluvalca Sustainable Opportunities 5,08% 5/7
G Fund World (R) Evolutions 5,04% 6/7
Tocqueville Silver Age ISR 5,03% 6/7
Claresco USA 4,97% 6/7
Russell Investments World Equity Fund 4,96% 6/7
Erasmus Small Cap Euro R 4,96% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,96% 5/7
Echiquier Positive Impact Europe A 4,95% 6/7
COGEFI Flex Dynamic P 4,88% 5/7
COGEFI Chrysalide P 4,84% 6/7
Seven European Equity Class I 4,82% 6/7
Sanso Smart Climate 4,79% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 4,76% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 4,75% 6/7
Sextant PME 4,74% 6/7
Jupiter Dynamic Bond 4,71% 4/7
Prévoir Pangea R 4,63% 6/7
Mandarine Global Transition Part R 4,59% 6/7
Amundi Actions USA ISR P C 4,51% 6/7
Federal Multi PME P 4,48% 6/7
Keren Essentiels C 4,45% 6/7
Amplegest PME IC 4,43% 6/7
Portzamparc Europe PME ISR 4,41% 6/7
Gutenberg Patrimoine C 4,37% 4/7
Tikehau SubFin Fund - A – Acc – EUR 4,35% 4/7
Amplegest PME AC 4,31% 6/7
Russell Investments Multi-Asset Growth Strategy 4,26% 4/7
Mandarine Europe Microcap R EUR 4,25% 6/7
HMG DECOUVERTES PME - part C 4,20% 5/7
NN Patrimonial BEST 4,14% 4/7
Amundi Europe Microcaps PC 4,12% 6/7
Claresco Avenir P 4,09% 6/7
Raymond James Funds Smicrocaps 4,01% 5/7
Global Proactive Portfolio - P 3,97% 5/7
Nova Europe A 3,96% 6/7
JPMorgan Investment Funds – Global Income Fund 3,94% 4/7
OFI INVEST ESG MULTITRACK (R) 3,91% 4/7
ELEVA Leaders Small et Mid Cap Europe R 3,82% 6/7
Robeco Sustainable Global Stars Equities 3,81% 5/7
Pluvalca Initiative PME 3,78% 6/7
Flexigestion Patrimoine 3,75% 4/7
NN Global Impact Opps 3,74% 6/7
Sextant Grand Large A 3,74% 4/7
Invest Latitude Equilibre 3,72% 4/7
G FUND FUTURE FOR GENERATIONS 3,70% 4/7
Amplegest Long Short IC 3,70% 5/7
Amplegest Long Short AC 3,65% 5/7
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,65% 4/7
Tikehau 2027- R – Acc – EUR 3,62% 4/7
DNCA Invest Beyond Global Leaders B EUR 3,61% 6/7
VONTOBEL TwentyFour Strategic Income Fund 3,61% 4/7
Sycomore Allocation Patrimoine R 3,60% 3/7
Invesco Pan European High Income 3,60% 4/7
IVO Fixed Income EUR R Acc 3,53% 5/7
MAM Target 2027 3,38% 4/7
Gay-Lussac Green Impact 3,37% 6/7
RobecoSAM SDG Credit Income