C’est humain, on regarde davantage ce qu’il y a à l’actif plutôt qu’au passif ! Et, de façon générale, il en sera de même pour le CGP qui s’attardera plus naturellement sur l’actif du patrimoine de son client.

Pour Euclide Financement, c’est une erreur. La maison fondée en 2010 part du postulat selon lequel il n’existe pas d’enrichissement du patrimoine sans une maitrise du passif. Comprendre par-là, utiliser le levier du crédit afin de valoriser le patrimoine.

Euclide, dont le nom fait référence au mathématicien, est à la fois « courtier » et conseiller en stratégie de financement. Ils se définissent eux même comme les « architectes du financement ».

« Le levier du crédit, les CGP le connaisse », cela étant « ils n’arrivent pas toujours à le mettre en pratique », précise Serge Harroch, fondateur d’Euclide.

Ainsi donc, l’ambition de ce dernier est « d’accroitre l’activité du CGPI grâce à une vision structurée de la capacité optimale d’investissement du client final ».

Le CGPI est accompagné selon 2 axes :

En amont, des formations validantes d’une durée de 3 heures et demi (1) à raison d’une par semaine en présentiel ou via Skype afin d’expliquer le levier de la dette.

Il est question de sensibiliser le CGP à la mise en place de stratégies qui intègrent le crédit, qu’il s’agisse d’un crédit amortissable, mixte ou in fine. Ces formations sont réalisées en partenariat avec des noms bien connus tels qu’Amundi, Perl, Nortia, ou bien encore Nexity.

Par la suite, Euclide accompagne systématiquement le CGP en rendez-vous (2) avec son client. L’objectif ici est d’apprécier la situation patrimoniale globale du client (ses motivations, préoccupations et projets) sous l’aspect du financement.

C’est en somme la gestion du passif au service de l’actif. Cela étant, tout l’enjeu se situe sur la compréhension du client de l’intérêt de s’endetter pour s’enrichir : challenge !

EF/EB

Voir aussi

  1. 45 dates par an (sauf juillet août). Formations validantes pour obtention de la carte T.
  2. Présentiel ou via Skype

Fonds à profil de risque 4/7

Fonds YTD
Varenne Global 12,51%
Varenne Valeur A-EUR 9,63%
Ruffer Total Return International 7,84%
Invest Latitude Equilibre 5,86%
DWS Concept Kaldemorgen 5,68%
HELIUM SELECTION 5,48%
Fidelity Patrimoine A-Acc-EUR 5,42%
HELIUM INVEST 5,31%
Lazard Patrimoine RC 4,97%
BL Global Flexible 4,88%
DNCA Invest Eurose A EUR 4,82%
NN Patrimonial BEST 4,77%
OMNIBOND 4,72%
Carmignac Portfolio Patrimoine Europe 4,61%
Swiss Life Funds (F) - Multi Asset Balanced 4,47%
DNCA Evolutif C 4,43%
BNY Mellon Global Real Return Fund (EUR) 4,38%
Sextant Grand Large A 4,33%
Arc Patrimoine C 4,24%
Annapurna Alpha Europe C 4,22%
OFI RS Multitrack 3,98%
SLF (F) Opportunité High Yield 2023 P 3,78%
Russell Investments Multi-Asset Growth Strategy 3,10%
Seven Diversified Fund Class I 3,04%
Sunny Euro Stratégic Plus R 3,02%
Echiquier ARTY A 2,86%
Betamax Global P 2,84%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,84%
Axiom Obligataire OPCVM 2,52%
EdRF Income Europe A EUR 2,52%
Nordea 1 – Alpha 10 MA Fund 2,51%
Carmignac Patrimoine A EUR Acc 2,00%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,99%
Swiss Life Funds (F) - Multi Asset Moderate 1,84%
Athymis Patrimoine P 1,70%
Jupiter Global Ecology Diversified 1,29%
VONTOBEL TwentyFour Strategic Income Fund 1,26%
Carmignac Portfolio Emerging Patrimoine 1,26%
ELEVA Absolute Return Europe R 1,25%
Salamandre Euro Rendement C 1,14%
Flexigestion Patrimoine 0,86%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 0,74%
Legg Mason Brandywine Global Income Optimiser Fund 0,73%
Aviva Croissance Durable ISR 0,51%
CANDRIAM SRI Bonds Global HY 0,44%
Invest Latitude Patrimoine 0,22%
Ethna-AKTIV 0,04%
Gutenberg Patrimoine C 0,00%
Oddo BHF ProActif Europe CR-EUR -0,07%
SCHELCHER PRINCE CONVERTIBLES ESG (P) -0,57%
RobecoSAM Euro SDG Credits -0,86%
DNCA Invest Beyond Alterosa A -0,92%
Kirao Multicaps Alpha -1,33%
M&G (Lux) Global Macro Bond Fund -1,72%
MainFirst Absolute Return Multi Asset -2,35%
DPAM L Bonds Emerging Markets Sust L EUR -2,70%
Seven Fortress Fund : Class I -3,71%
CANDRIAM SRI Bonds Emerging Markets -4,60%

Fonds à profil de risque 5/7

Fonds YTD
HMG Rendement D A/I 20,04%
Varenne Selection A-EUR 17,20%
Sextant PME 16,06%
HMG DECOUVERTES PME - part C 14,78%
Centifolia C A/I 13,79%
Sextant Autour du Monde A 12,80%
Ostrum Actions Small&Mid Cap Euro RC 12,46%
Tiepolo Valeurs C 11,53%
First Eagle Amundi International AE-C 10,67%
HMG Découvertes C 10,50%
DWS Invest Top Dividend 10,13%
Dorval Convictions PEA RC 8,91%
Bellatrix C 8,89%
PRIMERUS ACTIONS MONDE 8,81%
Swiss Life Funds (F) - Multi Asset Growth 7,28%
CM-CIC Global Leaders C 6,87%
C-Quadrat Global Equity ESG 6,72%
Synchrony Dynamic A 6,69%
Sélection Action Rendement 6,48%
Amplegest Proactif AC 6,18%
Sycomore Eco Solutions 6,14%
Ethna-DYNAMISCH 6,08%
BBM V-Flex AC 5,92%
Otea 1 R 5,49%
IVO Fixed Income EUR R Acc 5,40%
Sycomore [email protected] 5,40%
COGEFI Flex Dynamic P 5,34%
Sycomore Shared Growth R 5,23%
Amplegest Long Short IC 5,20%
Wise 5 5,18%
Clartan Evolution C 5,12%
Amplegest Long Short AC 5,06%
BGF ESG Multi-Asset 5,04%
Nordea 1 – Alpha 15 MA Fund 3,87%
CPR Invest – Croissance Réactive 3,65%
Comgest Monde C 3,62%
AXAWF Global Optimal Income E Cap EUR 3,46%
Echiquier Agenor SRI Mid Cap Europe A 3,14%
JPM Global Macro Opps A (acc) EUR 3,11%
Tocqueville Megatrends C 3,09%
JPMorgan Investment Funds - Global Macro Opportunities Fund 2,85%
Jupiter Flexible Income 2,79%
C-Quadrat Europe Selection 2,66%
DNCA Invest Beyond Global Leaders B EUR 2,11%
Sofidy Selection 1 P 1,78%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 1,42%
Ecofi Agir pour le Climat -0,04%
Covéa Flexible ISR C -0,59%
Robeco Global Consumer Trends -1,01%

Fonds à profil de risque 6/7

Fonds YTD
Fidelity France A-Dis-EUR 21,57%
Valeur Intrinsèque P 19,29%
MCA Entreprendre PME 18,54%
DNB Technology 17,63%
Quadrige France Smallcaps C 17,32%
Quadrige Europe Midcaps 17,09%
BDL Convictions 16,78%
Mandarine Europe Microcap R EUR 16,01%
Europa One R 15,46%
Digital Stars Europe Acc 15,43%
Fidelity Global Technology A-Dis-EUR 15,41%
Lazard Equity SRI C 15,34%
QUADRIGE RENDEMENT France Midcaps 15,12%
Digital Stars Europe 14,96%
Erasmus Small Cap Euro R 14,85%
SLF (Lux) Equity USA R 14,83%
BNPPARIBAS AQUA CLASSIC C 14,81%
Anthracite B 14,66%
Russell Investments World Equity Fund 14,08%
EdRF Big Data A EUR 13,94%
Kirao Smallcaps 13,23%
BSO France P 13,07%
HSBC SRI Euroland Equity AC 13,01%
Tikehau Global Value P 12,76%
R-co Valor C EUR 12,58%
Federal Multi PME P 12,22%
Richelieu Family Small Cap R 12,11%
Dorval Manageurs R C 12,00%
Russell Investments Low Carbon 11,92%
EXPORT EUROPE PALATINE R 11,81%
Amundi Actions USA ISR P C 11,75%
Amilton Premium Europe R 11,54%
Fidelity World A-Acc-EUR 11,51%
Threadneedle Pan European ESG Equities 11,48%
ELEVA Euroland Selection R 11,39%
Allianz Valeurs Durables RC 11,38%
ELEVA Leaders Small et Mid Cap Europe R 11,36%
Nova Europe A 11,34%
Aviva Grandes Marques ISR A A/I 11,26%
DNCA Invest Archer Mid-Cap Europe B EUR 11,19%
Montbleu Etoiles 11,18%
G Fund – Avenir Europe 10,98%
Martin Maurel Valeurs Humaines C EUR 10,92%
COGEFI Prospective P 10,92%
LF LUX Inflection Point Carb Imp Glb R EUR 10,76%
Haas Actions Croissance C 10,76%
Keren Essentiels C 10,60%
Covéa Terra A (C) 10,52%
Mansartis Europe C 10,52%
M&G (Lux) Global Listed Infrastructure Fund 10,34%
Amplegest PME IC 10,33%
Vega France Opportunités RC 10,27%
BDL Transition 10,22%
Generali Europe Mid-Caps 10,19%
Fideas Smart for Climate P Actions Eurozone ISR 9,93%
G Fund World (R) Evolutions 9,85%
Amplegest PME AC 9,83%
QUADRIGE MULTICAPS EUROPE 9,82%
Betamax Europe Smart for Climate P Actions Europe 9,75%
Renaissance Europe C 9,68%
OFI INVEST US EQUITY 9,49%
CANDRIAM SRI Equities EMU 9,46%
GIS SRI Ageing Population 9,43%
Claresco Avenir P 9,31%
Flornoy Valeurs Familiales R 9,25%
C-Quadrat Europe Smallcap 9,24%
Claresco USA 9,16%
Portzamparc PME C 9,12%
MS INVF Europe Opportunity 8,85%
Montségur Rendement C 8,80%
Candriam Eqs L Eurp Innovt C EUR Cap 8,71%
Nouvelle Stratégie 50 8,66%
Prévoir Pangea R 8,58%
COGEFI Chrysalide P 8,41%
Kirao Multicaps AC 8,40%
Groupama Avenir Euro 8,30%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 8,21%
Clartan Valeurs C 8,14%
Capital Group New Perspective Fund (LUX) 8,13%
CPR Invest – Climate Action 8,13%
Prévoir Gestion Actions C 8,12%
Pictet-Global Megatrend Selection-P EUR 8,12%
EdR SICAV Euro Sust Growth A EUR 8,03%
Ecofi Enjeux Futurs 7,84%
Candriam SRI Equity Em Mkts C EUR Acc 7,80%
IDAM Small France R 7,69%
CM-CIC Objectif Environnement C 7,55%
C-Quadrat Europe Multicap 7,55%
Mandarine Active R 7,48%
Montségur Croissance C 7,36%
PALATINE PLANETE C 7,00%
Synchrony Swiss All Caps A CHF 6,73%
Synchrony Swiss Small & Mid Caps A CHF 6,64%
Amundi Europe Microcaps PC 6,63%
MC Convictions France 6,10%
Platinium Ariane C 5,97%
Invesco Balanced-Risk Allc E EUR Acc 5,93%
BNY Mellon Mobility Innovation Fund 5,69%
OFI RS EQUITY CLIMATE 5,63%
Threadneedle (Lux) Global Smaller Companies 5,55%
BNP Paribas Climate Impact 5,42%
Seven European Equity Class I 5,40%
VONTOBEL Clean Technology 5,37%
OFI RS ACT4 POSITIVE ECONOMY 5,27%
Amplegest Pricing Power IC 5,23%
Talence Euromidcap 5,14%
Amplegest Pricing Power FC 5,08%
Amplegest MidCaps IC 4,88%
CM-CIC Pierre C 4,83%
Seven UCITS Seven European Eqty Fd EUR-R 4,81%
COGEFI Elixir P 4,79%
AAA Actions Agro Alimentaire RC 4,78%
Amplegest Pricing Power AC 4,73%
Amplegest MidCaps FC 4,66%
Constance Be World A 4,61%
Amplegest Midcaps AC 4,40%
Echiquier Positive Impact Europe A 4,33%
Portzamparc Entrepreneurs 4,05%
Sélection Action Rendement International 4,04%
BNP PARIBAS HEALTH CARE INNOVATORS 3,89%
Ecofi Avenir Plus 3,83%
RobecoSAM Smart Energy Equities 3,77%
M&G (Lux) Positive Impact Fund 3,74%
Pictet-Global Environmental Opportunities-P EUR 3,63%
CANDRIAM Equities L Robotics 3,34%
DNCA Invest Beyond Infras & Trans B EUR 3,11%
VONTOBEL mtx Sustainable Emerging Markets Leaders 2,84%
BNP PARIBAS Disruptive technology 2,73%
Covéa Ruptures A (C) 2,68%
DNB Nordic Equities 2,67%
Echiquier World Equity Growth A 2,36%
NN Global Impact Opps 2,18%
LO Funds Global Prestige P EUR Acc 2,15%
Jupiter Financial Innovation 2,07%
Russell Investments China Equity Fund 2,06%
Oddo BHF Immobilier CR-EUR 2,03%
BNP PARIBAS CHINA EQUITY 0,67%
MS INVF Asia Opportunity 0,17%
Pluvalca Disruptive Opportunities A 0,10%
MainFirst Global Equities Fund -0,17%
CG Nouvelle Asie C -0,54%
JPMorgan Funds – US Technology Fund -1,25%
MS INVF US Growth -3,54%
CANDRIAM Equities L Oncology Impact -3,87%
CPR Invest – Global Disruptive Opportunities -3,95%
Claresco Innovation -11,89%
Echiquier Artificial Intelligence B EUR -13,98%

Tous les fonds

Fonds YTD SRRI
Axiom Equity 35,73% 7/7
Fidelity France A-Dis-EUR 21,57% 6/7
HMG Rendement D A/I 20,04% 5/7
Valeur Intrinsèque P 19,29% 6/7
MCA Entreprendre PME 18,54% 6/7
DNB Technology 17,63% 6/7
Quadrige France Smallcaps C 17,32% 6/7
Varenne Selection A-EUR 17,20% 5/7
Quadrige Europe Midcaps 17,09% 6/7
BDL Convictions 16,78% 6/7
Sextant PME 16,06% 5/7
Mandarine Europe Microcap R EUR 16,01% 6/7
Europa One R 15,46% 6/7
Digital Stars Europe Acc 15,43% 6/7
Fidelity Global Technology A-Dis-EUR 15,41% 6/7
Lazard Equity SRI C 15,34% 6/7
QUADRIGE RENDEMENT France Midcaps 15,12% 6/7
Digital Stars Europe 14,96% 6/7
Erasmus Small Cap Euro R 14,85% 6/7
SLF (Lux) Equity USA R 14,83% 6/7
BNPPARIBAS AQUA CLASSIC C 14,81% 6/7
HMG DECOUVERTES PME - part C 14,78% 5/7
Anthracite B 14,66% 6/7
Amazone Euro Fund 14,57% /7
Russell Investments World Equity Fund 14,08% 6/7
EdRF Big Data A EUR 13,94% 6/7
Centifolia C A/I 13,79% 5/7
Kirao Smallcaps 13,23% 6/7
BSO France P 13,07% 6/7
HSBC SRI Euroland Equity AC 13,01% 6/7
Sextant Autour du Monde A 12,80% 5/7
Tikehau Global Value P 12,76% 6/7
R-co Valor C EUR 12,58% 6/7
Varenne Global 12,51% 4/7
Ostrum Actions Small&Mid Cap Euro RC 12,46% 5/7
Federal Multi PME P 12,22% 6/7
Richelieu Family Small Cap R 12,11% 6/7
Dorval Manageurs R C 12,00% 6/7
Russell Investments Low Carbon 11,92% 6/7
EXPORT EUROPE PALATINE R 11,81% 6/7
Amundi Actions USA ISR P C 11,75% 6/7
Amilton Premium Europe R 11,54% 6/7
Tiepolo Valeurs C 11,53% 5/7
Fidelity World A-Acc-EUR 11,51% 6/7
Threadneedle Pan European ESG Equities 11,48% 6/7
ELEVA Euroland Selection R 11,39% 6/7
Allianz Valeurs Durables RC 11,38% 6/7
Vatel Flexible C 11,37% 3/7
ELEVA Leaders Small et Mid Cap Europe R 11,36% 6/7
Nova Europe A 11,34% 6/7
Aviva Grandes Marques ISR A A/I 11,26% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 11,19% 6/7
Montbleu Etoiles 11,18% 6/7
G Fund – Avenir Europe 10,98% 6/7
Martin Maurel Valeurs Humaines C EUR 10,92% 6/7
COGEFI Prospective P 10,92% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 10,76% 6/7
Haas Actions Croissance C 10,76% 6/7
First Eagle Amundi International AE-C 10,67% 5/7
Keren Essentiels C 10,60% 6/7
Covéa Terra A (C) 10,52% 6/7
Mansartis Europe C 10,52% 6/7
HMG Découvertes C 10,50% 5/7
M&G (Lux) Global Listed Infrastructure Fund 10,34% 6/7
Amplegest PME IC 10,33% 6/7
Vega France Opportunités RC 10,27% 6/7
BDL Transition 10,22% 6/7
Generali Europe Mid-Caps 10,19% 6/7
DWS Invest Top Dividend 10,13% 5/7
Fideas Smart for Climate P Actions Eurozone ISR 9,93% 6/7
G Fund World (R) Evolutions 9,85% 6/7
Amplegest PME AC 9,83% 6/7
QUADRIGE MULTICAPS EUROPE 9,82% 6/7
Betamax Europe Smart for Climate P Actions Europe 9,75% 6/7
Renaissance Europe C 9,68% 6/7
Varenne Valeur A-EUR 9,63% 4/7
OFI INVEST US EQUITY 9,49% 6/7
CANDRIAM SRI Equities EMU 9,46% 6/7
GIS SRI Ageing Population 9,43% 6/7
Claresco Avenir P 9,31% 6/7
Flornoy Valeurs Familiales R 9,25% 6/7
C-Quadrat Europe Smallcap 9,24% 6/7
Claresco USA 9,16% 6/7
Portzamparc PME C 9,12% 6/7
Dorval Convictions PEA RC 8,91% 5/7
Bellatrix C 8,89% 5/7
MS INVF Europe Opportunity 8,85% 6/7
PRIMERUS ACTIONS MONDE 8,81% 5/7
Montségur Rendement C 8,80% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 8,71% 6/7
Nouvelle Stratégie 50 8,66% 6/7
Prévoir Pangea R 8,58% 6/7
COGEFI Chrysalide P 8,41% 6/7
Kirao Multicaps AC 8,40% 6/7
Groupama Avenir Euro 8,30% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 8,21% 6/7
Clartan Valeurs C 8,14% 6/7
Capital Group New Perspective Fund (LUX) 8,13% 6/7
CPR Invest – Climate Action 8,13% 6/7
Prévoir Gestion Actions C 8,12% 6/7
Pictet-Global Megatrend Selection-P EUR 8,12% 6/7
EdR SICAV Euro Sust Growth A EUR 8,03% 6/7
Ruffer Total Return International 7,84% 4/7
Ecofi Enjeux Futurs 7,84% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 7,80% 6/7
IDAM Small France R 7,69% 6/7
CM-CIC Objectif Environnement C 7,55% 6/7
C-Quadrat Europe Multicap 7,55% 6/7
Mandarine Active R 7,48% 6/7
Montségur Croissance C 7,36% 6/7
Swiss Life Funds (F) - Multi Asset Growth 7,28% 5/7
PALATINE PLANETE C 7,00% 6/7
CM-CIC Global Leaders C 6,87% 5/7
Synchrony Swiss All Caps A CHF 6,73% 6/7
C-Quadrat Global Equity ESG 6,72% 5/7
Synchrony Dynamic A 6,69% 5/7
Synchrony Swiss Small & Mid Caps A CHF 6,64% 6/7
Amundi Europe Microcaps PC 6,63% 6/7
Sélection Action Rendement 6,48% 5/7
Amplegest Proactif AC 6,18% 5/7
Sycomore Eco Solutions 6,14% 5/7
MC Convictions France 6,10% 6/7
Ethna-DYNAMISCH 6,08% 5/7
Platinium Ariane C 5,97% 6/7
Invesco Balanced-Risk Allc E EUR Acc 5,93% 6/7
BBM V-Flex AC 5,92% 5/7
Invest Latitude Equilibre 5,86% 4/7
BNY Mellon Mobility Innovation Fund 5,69% 6/7
DWS Concept Kaldemorgen 5,68% 4/7
OFI RS EQUITY CLIMATE 5,63% 6/7
Threadneedle (Lux) Global Smaller Companies 5,55% 6/7
Otea 1 R 5,49% 5/7
HELIUM SELECTION 5,48% 4/7
CANDRIAM Absolute Return Equity Market Neutral 5,44% 7/7
Fidelity Patrimoine A-Acc-EUR 5,42% 4/7
BNP Paribas Climate Impact 5,42% 6/7
IVO Fixed Income EUR R Acc 5,40% 5/7
Sycomore [email protected] 5,40% 5/7
Seven European Equity Class I 5,40% 6/7
VONTOBEL Clean Technology 5,37% 6/7
COGEFI Flex Dynamic P 5,34% 5/7
HELIUM INVEST 5,31% 4/7
OFI RS ACT4 POSITIVE ECONOMY 5,27% 6/7
Sycomore Shared Growth R 5,23% 5/7
Sextant Bond Picking 5,23% 3/7
Amplegest Pricing Power IC 5,23% 6/7
Amplegest Long Short IC 5,20% 5/7
Wise 5 5,18% 5/7
Talence Euromidcap 5,14% 6/7
Clartan Evolution C 5,12% 5/7
Amplegest Pricing Power FC 5,08% 6/7
Amplegest Long Short AC 5,06% 5/7
BGF ESG Multi-Asset 5,04% 5/7
Lazard Patrimoine RC 4,97% 4/7
Amplegest MidCaps IC 4,88% 6/7
BL Global Flexible 4,88% 4/7
CM-CIC Pierre C 4,83% 6/7
DNCA Invest Eurose A EUR 4,82% 4/7
Seven UCITS Seven European Eqty Fd EUR-R 4,81% 6/7
COGEFI Elixir P 4,79% 6/7
AAA Actions Agro Alimentaire RC 4,78% 6/7
NN Patrimonial BEST 4,77% 4/7
Nordea 1 - Stable Return Fund 4,76% 3/7
Amplegest Pricing Power AC 4,73% 6/7
OMNIBOND 4,72% 4/7
Amplegest MidCaps FC 4,66% 6/7
Carmignac Portfolio Patrimoine Europe 4,61% 4/7
Constance Be World A 4,61% 6/7
Swiss Life Funds (F) - Multi Asset Balanced 4,47% 4/7
DNCA Evolutif C 4,43% 4/7
Amplegest Midcaps AC 4,40% 6/7
BNY Mellon Global Real Return Fund (EUR) 4,38% 4/7
Echiquier Positive Impact Europe A 4,33% 6/7
Sextant Grand Large A 4,33% 4/7
Arc Patrimoine C 4,24% 4/7
Annapurna Alpha Europe C 4,22% 4/7
Portzamparc Entrepreneurs 4,05% 6/7
Sélection Action Rendement International 4,04% 6/7
OFI RS Multitrack 3,98% 4/7
BNP PARIBAS HEALTH CARE INNOVATORS 3,89% 6/7
Nordea 1 – Alpha 15 MA Fund 3,87% 5/7
Ecofi Avenir Plus 3,83% 6/7
SLF (F) Opportunité High Yield 2023 P 3,78% 4/7
RobecoSAM Smart Energy Equities 3,77% 6/7
M&G (Lux) Positive Impact Fund 3,74% 6/7
CPR Invest – Croissance Réactive 3,65% 5/7
Pictet-Global Environmental Opportunities-P EUR 3,63% 6/7
Comgest Monde C 3,62% 5/7
Pictet TR-Atlas-P EUR 3,50% 3/7
AXAWF Global Optimal Income E Cap EUR 3,46% 5/7
CANDRIAM Equities L Robotics 3,34% 6/7
Echiquier Agenor SRI Mid Cap Europe A 3,14% 5/7
DNCA Invest Beyond Infras & Trans B EUR 3,11% 6/7
JPM Global Macro Opps A (acc) EUR 3,11% 5/7
Russell Investments Multi-Asset Growth Strategy 3,10% 4/7
Tocqueville Megatrends C 3,09% 5/7
Sycomore Allocation Patrimoine R 3,04% 3/7
Seven Diversified Fund Class I 3,04% 4/7
Sunny Euro Stratégic Plus R 3,02% 4/7
AIS Protect 2,92% 3/7
Echiquier ARTY A 2,86% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 2,85% 5/7
Betamax Global P 2,84% 4/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 2,84% 6/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,84% 4/7
Jupiter Flexible Income 2,79% 5/7
Alterna Plus 2,74% 3/7
BNP PARIBAS Disruptive technology 2,73% 6/7
Covéa Ruptures A (C) 2,68% 6/7
DNB Nordic Equities 2,67% 6/7
C-Quadrat Europe Selection 2,66% 5/7
Axiom Obligataire OPCVM 2,52% 4/7
EdRF Income Europe A EUR 2,52% 4/7
Nordea 1 – Alpha 10 MA Fund 2,51% 4/7
Haas Epargne Patrimoine C 2,41% 3/7
Echiquier World Equity Growth A 2,36% 6/7
Sanso Short Duration C 2,28% 3/7
NN Global Impact Opps 2,18% 6/7
Alienor Alter Euro A 2,17% 3/7
LO Funds Global Prestige P EUR Acc 2,15% 6/7
DNCA Invest Beyond Global Leaders B EUR 2,11% 5/7
Federal Ethi-Patrimoine A 2,07% 3/7
Jupiter Financial Innovation 2,07% 6/7
Russell Investments China Equity Fund 2,06% 6/7
Clartan Patrimoine C 2,04% 3/7
Oddo BHF Immobilier CR-EUR 2,03% 6/7
HELIUM FUND 2,00% 3/7
Carmignac Patrimoine A EUR Acc 2,00% 4/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,99% 4/7
Federal Ethi-Patrimoine 1,89% 3/7
Pictet-Multi Asset Global Opps R EUR 1,85% 3/7
Swiss Life Funds (F) - Multi Asset Moderate 1,84% 4/7
Sofidy Selection 1 P 1,78% 5/7
Trusteam Optimum A 1,77% 3/7
CANDRIAM Risk Arbitrage 1,71% 3/7
Athymis Patrimoine P 1,70% 4/7
Axiom Optimal Fix 1,64% 3/7
Exane Pleiade Fund 1,54% 3/7
Auris Selection Def R EUR Acc 1,48% 3/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 1,42% 5/7
OPCI Aviva Investors Experimmo (Actions A) 1,38% /7
Jupiter Global Ecology Diversified 1,29% 4/7
VONTOBEL TwentyFour Strategic Income Fund 1,26% 4/7
Carmignac Portfolio Emerging Patrimoine 1,26% 4/7
ELEVA Absolute Return Europe R 1,25% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 1,19% 3/7
Salamandre Euro Rendement C 1,14% 4/7
Flexigestion Patrimoine 0,86% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 0,74% 4/7
Legg Mason Brandywine Global Income Optimiser Fund 0,73% 4/7
BNP PARIBAS CHINA EQUITY 0,67% 6/7
Dôm Reflex 0,59% 3/7
Aviva Croissance Durable ISR 0,51% 4/7
CANDRIAM Patrimoine Obli Inter 0,46% 3/7
CANDRIAM SRI Bonds Global HY 0,44% 4/7
Twenty First Capital Rendement Euro + C 0,37% /7
Invest Latitude Patrimoine 0,22% 4/7
MS INVF Asia Opportunity 0,17% 6/7
Pluvalca Disruptive Opportunities A 0,10% 6/7
Ethna-AKTIV 0,04% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 0,03% 3/7
Gutenberg Patrimoine C 0,00% 4/7
Ecofi Agir pour le Climat -0,04% 5/7
Oddo BHF ProActif Europe CR-EUR -0,07% 4/7
GIS Euro Corporate Short Term Bond -0,14% 3/7
MainFirst Global Equities Fund -0,17% 6/7
CG Nouvelle Asie C -0,54% 6/7
Groupama Crédit Euro ISR IC -0,57% 3/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) -0,57% 4/7
Covéa Flexible ISR C -0,59% 5/7
RobecoSAM Euro SDG Credits -0,86% 4/7
DNCA Invest Beyond Alterosa A -0,92% 4/7
Robeco Global Consumer Trends -1,01% 5/7
Jupiter Dynamic Bond -1,18% 3/7
JPMorgan Funds – US Technology Fund -1,25% 6/7
BNY Mellon Sustainable Global Dynamic Bond Fund -1,29% 3/7
Kirao Multicaps Alpha -1,33% 4/7
M&G (Lux) Global Macro Bond Fund -1,72% 4/7
MainFirst Absolute Return Multi Asset -2,35% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -2,70% 4/7
NN Green Bond -3,11% 3/7
MS INVF US Growth -3,54% 6/7
Seven Fortress Fund : Class I -3,71% 4/7
CANDRIAM Equities L Oncology Impact -3,87% 6/7
CPR Invest – Global Disruptive Opportunities -3,95% 6/7
CANDRIAM SRI Bonds Emerging Markets -4,60% 4/7
BNP PARIBAS ENERGY TRANSITION -10,46% 7/7
Claresco Innovation -11,89% 6/7
Echiquier Artificial Intelligence B EUR -13,98% 6/7

Fonds à profil de risque 4/7

Fonds 1 mois
Varenne Global 1,28%
Varenne Valeur A-EUR 0,77%
Ruffer Total Return International 1,35%
Invest Latitude Equilibre 1,08%
DWS Concept Kaldemorgen 0,18%
HELIUM SELECTION 1,01%
Fidelity Patrimoine A-Acc-EUR 1,94%
HELIUM INVEST 1,08%
Lazard Patrimoine RC 0,03%
BL Global Flexible 1,16%
DNCA Invest Eurose A EUR 0,73%
NN Patrimonial BEST 1,55%
OMNIBOND 1,25%
Carmignac Portfolio Patrimoine Europe 0,45%
Swiss Life Funds (F) - Multi Asset Balanced 1,18%
DNCA Evolutif C 0,60%
BNY Mellon Global Real Return Fund (EUR) 1,33%
Sextant Grand Large A 0,95%
Arc Patrimoine C -0,45%
Annapurna Alpha Europe C 1,40%
OFI RS Multitrack 0,68%
SLF (F) Opportunité High Yield 2023 P 0,92%
Russell Investments Multi-Asset Growth Strategy 0,96%
Seven Diversified Fund Class I 1,09%
Sunny Euro Stratégic Plus R 0,52%
Echiquier ARTY A 0,35%
Betamax Global P 0,58%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,88%
Axiom Obligataire OPCVM 0,81%
EdRF Income Europe A EUR 0,62%
Nordea 1 – Alpha 10 MA Fund 0,60%
Carmignac Patrimoine A EUR Acc 0,14%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,17%
Swiss Life Funds (F) - Multi Asset Moderate 0,68%
Athymis Patrimoine P 0,20%
Jupiter Global Ecology Diversified 0,97%
VONTOBEL TwentyFour Strategic Income Fund 0,46%
Carmignac Portfolio Emerging Patrimoine 0,53%
ELEVA Absolute Return Europe R 0,49%
Salamandre Euro Rendement C 0,37%
Flexigestion Patrimoine -0,13%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,34%
Legg Mason Brandywine Global Income Optimiser Fund 0,83%
Aviva Croissance Durable ISR -0,86%
CANDRIAM SRI Bonds Global HY -0,18%
Invest Latitude Patrimoine 1,27%
Ethna-AKTIV -1,04%
Gutenberg Patrimoine C 0,24%
Oddo BHF ProActif Europe CR-EUR -0,38%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,41%
RobecoSAM Euro SDG Credits -0,23%
DNCA Invest Beyond Alterosa A 0,33%
Kirao Multicaps Alpha 0,01%
M&G (Lux) Global Macro Bond Fund -0,69%
MainFirst Absolute Return Multi Asset -2,41%
DPAM L Bonds Emerging Markets Sust L EUR -0,22%
Seven Fortress Fund : Class I -1,25%
CANDRIAM SRI Bonds Emerging Markets 0,36%

Fonds à profil de risque 5/7

Fonds 1 mois
HMG Rendement D A/I 5,77%
Varenne Selection A-EUR 2,38%
Sextant PME 1,83%
HMG DECOUVERTES PME - part C 3,08%
Centifolia C A/I 2,30%
Sextant Autour du Monde A 1,35%
Ostrum Actions Small&Mid Cap Euro RC 0,55%
Tiepolo Valeurs C 1,68%
First Eagle Amundi International AE-C 1,45%
HMG Découvertes C 1,33%
DWS Invest Top Dividend 1,50%
Dorval Convictions PEA RC 1,17%
Bellatrix C 1,53%
PRIMERUS ACTIONS MONDE 2,09%
Swiss Life Funds (F) - Multi Asset Growth 1,67%
CM-CIC Global Leaders C 0,87%
C-Quadrat Global Equity ESG -0,35%
Synchrony Dynamic A 0,25%
Sélection Action Rendement 2,77%
Amplegest Proactif AC -0,60%
Sycomore Eco Solutions -1,19%
Ethna-DYNAMISCH 1,25%
BBM V-Flex AC 0,71%
Otea 1 R 1,50%
IVO Fixed Income EUR R Acc 1,56%
Sycomore [email protected] 1,44%
COGEFI Flex Dynamic P 0,89%
Sycomore Shared Growth R 2,21%
Amplegest Long Short IC 0,46%
Wise 5 -1,00%
Clartan Evolution C 1,73%
Amplegest Long Short AC 0,43%
BGF ESG Multi-Asset 0,37%
Nordea 1 – Alpha 15 MA Fund 0,90%
CPR Invest – Croissance Réactive 0,77%
Comgest Monde C -0,74%
AXAWF Global Optimal Income E Cap EUR 1,51%
Echiquier Agenor SRI Mid Cap Europe A 0,79%
JPM Global Macro Opps A (acc) EUR -0,20%
Tocqueville Megatrends C -0,83%
JPMorgan Investment Funds - Global Macro Opportunities Fund -0,26%
Jupiter Flexible Income 0,56%
C-Quadrat Europe Selection -1,20%
DNCA Invest Beyond Global Leaders B EUR -0,82%
Sofidy Selection 1 P 1,78%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -0,33%
Ecofi Agir pour le Climat -1,92%
Covéa Flexible ISR C 0,28%
Robeco Global Consumer Trends -3,59%

Fonds à profil de risque 6/7

Fonds 1 mois
Fidelity France A-Dis-EUR 4,79%
Valeur Intrinsèque P 2,90%
MCA Entreprendre PME -0,38%
DNB Technology -0,27%
Quadrige France Smallcaps C 1,12%
Quadrige Europe Midcaps 1,60%
BDL Convictions 2,97%
Mandarine Europe Microcap R EUR 2,14%
Europa One R 0,08%
Digital Stars Europe Acc 1,98%
Fidelity Global Technology A-Dis-EUR -1,81%
Lazard Equity SRI C 3,18%
QUADRIGE RENDEMENT France Midcaps 1,31%
Digital Stars Europe 1,92%
Erasmus Small Cap Euro R 0,85%
SLF (Lux) Equity USA R 1,17%
BNPPARIBAS AQUA CLASSIC C 3,02%
Anthracite B 0,41%
Russell Investments World Equity Fund 0,76%
EdRF Big Data A EUR 1,04%
Kirao Smallcaps 2,55%
BSO France P 4,02%
HSBC SRI Euroland Equity AC 2,58%
Tikehau Global Value P 2,71%
R-co Valor C EUR 1,58%
Federal Multi PME P 2,78%
Richelieu Family Small Cap R 0,44%
Dorval Manageurs R C 1,41%
Russell Investments Low Carbon 0,86%
EXPORT EUROPE PALATINE R 2,85%
Amundi Actions USA ISR P C 0,21%
Amilton Premium Europe R 0,88%
Fidelity World A-Acc-EUR 0,29%
Threadneedle Pan European ESG Equities 1,58%
ELEVA Euroland Selection R 2,68%
Allianz Valeurs Durables RC 2,09%
ELEVA Leaders Small et Mid Cap Europe R 2,67%
Nova Europe A 1,05%
Aviva Grandes Marques ISR A A/I 1,27%
DNCA Invest Archer Mid-Cap Europe B EUR 1,67%
Montbleu Etoiles 5,39%
G Fund – Avenir Europe 0,80%
Martin Maurel Valeurs Humaines C EUR 3,31%
COGEFI Prospective P -0,88%
LF LUX Inflection Point Carb Imp Glb R EUR -0,77%
Haas Actions Croissance C 0,89%
Keren Essentiels C -0,09%
Covéa Terra A (C) 2,12%
Mansartis Europe C 3,35%
M&G (Lux) Global Listed Infrastructure Fund 1,20%
Amplegest PME IC 1,32%
Vega France Opportunités RC 2,41%
BDL Transition 1,50%
Generali Europe Mid-Caps 2,84%
Fideas Smart for Climate P Actions Eurozone ISR 1,57%
G Fund World (R) Evolutions 0,74%
Amplegest PME AC 1,21%
QUADRIGE MULTICAPS EUROPE 0,61%
Betamax Europe Smart for Climate P Actions Europe 1,30%
Renaissance Europe C 3,59%
OFI INVEST US EQUITY -1,40%
CANDRIAM SRI Equities EMU 1,83%
GIS SRI Ageing Population 1,72%
Claresco Avenir P -0,50%
Flornoy Valeurs Familiales R 1,96%
C-Quadrat Europe Smallcap -1,64%
Claresco USA -1,85%
Portzamparc PME C -0,18%
MS INVF Europe Opportunity 3,32%
Montségur Rendement C 1,98%
Candriam Eqs L Eurp Innovt C EUR Cap 1,48%
Nouvelle Stratégie 50 1,89%
Prévoir Pangea R 1,54%
COGEFI Chrysalide P -1,35%
Kirao Multicaps AC 2,80%
Groupama Avenir Euro -0,76%
Schroder ISF Glb Clmt Chg Eq A Acc EUR -0,56%
Clartan Valeurs C 2,29%
Capital Group New Perspective Fund (LUX) 0,49%
CPR Invest – Climate Action 0,69%
Prévoir Gestion Actions C -1,12%
Pictet-Global Megatrend Selection-P EUR -0,35%
EdR SICAV Euro Sust Growth A EUR 1,22%
Ecofi Enjeux Futurs -0,44%
Candriam SRI Equity Em Mkts C EUR Acc -0,54%
IDAM Small France R 0,75%
CM-CIC Objectif Environnement C 0,24%
C-Quadrat Europe Multicap -0,70%
Mandarine Active R 0,06%
Montségur Croissance C 1,09%
PALATINE PLANETE C 1,26%
Synchrony Swiss All Caps A CHF 1,28%
Synchrony Swiss Small & Mid Caps A CHF -1,64%
Amundi Europe Microcaps PC -1,32%
MC Convictions France -0,44%
Platinium Ariane C -0,70%
Invesco Balanced-Risk Allc E EUR Acc 3,31%
BNY Mellon Mobility Innovation Fund -6,60%
OFI RS EQUITY CLIMATE 0,72%
Threadneedle (Lux) Global Smaller Companies -1,78%
BNP Paribas Climate Impact -2,66%
Seven European Equity Class I 2,02%
VONTOBEL Clean Technology -2,52%
OFI RS ACT4 POSITIVE ECONOMY -0,75%
Amplegest Pricing Power IC -1,53%
Talence Euromidcap -1,08%
Amplegest Pricing Power FC -1,56%
Amplegest MidCaps IC 1,67%
CM-CIC Pierre C 4,32%
Seven UCITS Seven European Eqty Fd EUR-R 1,39%
COGEFI Elixir P 1,21%
AAA Actions Agro Alimentaire RC 3,59%
Amplegest Pricing Power AC -1,64%
Amplegest MidCaps FC 1,62%
Constance Be World A -2,19%
Amplegest Midcaps AC 1,56%
Echiquier Positive Impact Europe A 1,07%
Portzamparc Entrepreneurs -1,57%
Sélection Action Rendement International -0,55%
BNP PARIBAS HEALTH CARE INNOVATORS 0,32%
Ecofi Avenir Plus 0,19%
RobecoSAM Smart Energy Equities -6,19%
M&G (Lux) Positive Impact Fund -2,26%
Pictet-Global Environmental Opportunities-P EUR -2,73%
CANDRIAM Equities L Robotics -2,90%
DNCA Invest Beyond Infras & Trans B EUR 1,17%
VONTOBEL mtx Sustainable Emerging Markets Leaders -2,70%
BNP PARIBAS Disruptive technology -3,14%
Covéa Ruptures A (C) -2,05%
DNB Nordic Equities -2,33%
Echiquier World Equity Growth A -2,66%
NN Global Impact Opps -0,36%
LO Funds Global Prestige P EUR Acc -3,54%
Jupiter Financial Innovation 0,56%
Russell Investments China Equity Fund -2,81%
Oddo BHF Immobilier CR-EUR 2,70%
BNP PARIBAS CHINA EQUITY -2,81%
MS INVF Asia Opportunity -4,13%
Pluvalca Disruptive Opportunities A -3,84%
MainFirst Global Equities Fund -3,97%
CG Nouvelle Asie C -4,85%
JPMorgan Funds – US Technology Fund -6,90%
MS INVF US Growth -8,07%
CANDRIAM Equities L Oncology Impact -0,21%
CPR Invest – Global Disruptive Opportunities -5,15%
Claresco Innovation -14,86%
Echiquier Artificial Intelligence B EUR -10,16%

Tous les fonds

Fonds 1 mois SRRI
Axiom Equity 5,56% 7/7
Fidelity France A-Dis-EUR 4,79% 6/7
HMG Rendement D A/I 5,77% 5/7
Valeur Intrinsèque P 2,90% 6/7
MCA Entreprendre PME -0,38% 6/7
DNB Technology -0,27% 6/7
Quadrige France Smallcaps C 1,12% 6/7
Varenne Selection A-EUR 2,38% 5/7
Quadrige Europe Midcaps 1,60% 6/7
BDL Convictions 2,97% 6/7
Sextant PME 1,83% 5/7
Mandarine Europe Microcap R EUR 2,14% 6/7
Europa One R 0,08% 6/7
Digital Stars Europe Acc 1,98% 6/7
Fidelity Global Technology A-Dis-EUR -1,81% 6/7
Lazard Equity SRI C 3,18% 6/7
QUADRIGE RENDEMENT France Midcaps 1,31% 6/7
Digital Stars Europe 1,92% 6/7
Erasmus Small Cap Euro R 0,85% 6/7
SLF (Lux) Equity USA R 1,17% 6/7
BNPPARIBAS AQUA CLASSIC C 3,02% 6/7
HMG DECOUVERTES PME - part C 3,08% 5/7
Anthracite B 0,41% 6/7
Amazone Euro Fund 3,82% /7
Russell Investments World Equity Fund 0,76% 6/7
EdRF Big Data A EUR 1,04% 6/7
Centifolia C A/I 2,30% 5/7
Kirao Smallcaps 2,55% 6/7
BSO France P 4,02% 6/7
HSBC SRI Euroland Equity AC 2,58% 6/7
Sextant Autour du Monde A 1,35% 5/7
Tikehau Global Value P 2,71% 6/7
R-co Valor C EUR 1,58% 6/7
Varenne Global 1,28% 4/7
Ostrum Actions Small&Mid Cap Euro RC 0,55% 5/7
Federal Multi PME P 2,78% 6/7
Richelieu Family Small Cap R 0,44% 6/7
Dorval Manageurs R C 1,41% 6/7
Russell Investments Low Carbon 0,86% 6/7
EXPORT EUROPE PALATINE R 2,85% 6/7
Amundi Actions USA ISR P C 0,21% 6/7
Amilton Premium Europe R 0,88% 6/7
Tiepolo Valeurs C 1,68% 5/7
Fidelity World A-Acc-EUR 0,29% 6/7
Threadneedle Pan European ESG Equities 1,58% 6/7
ELEVA Euroland Selection R 2,68% 6/7
Allianz Valeurs Durables RC 2,09% 6/7
Vatel Flexible C 2,16% 3/7
ELEVA Leaders Small et Mid Cap Europe R 2,67% 6/7
Nova Europe A 1,05% 6/7
Aviva Grandes Marques ISR A A/I 1,27% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 1,67% 6/7
Montbleu Etoiles 5,39% 6/7
G Fund – Avenir Europe 0,80% 6/7
Martin Maurel Valeurs Humaines C EUR 3,31% 6/7
COGEFI Prospective P -0,88% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR -0,77% 6/7
Haas Actions Croissance C 0,89% 6/7
First Eagle Amundi International AE-C 1,45% 5/7
Keren Essentiels C -0,09% 6/7
Covéa Terra A (C) 2,12% 6/7
Mansartis Europe C 3,35% 6/7
HMG Découvertes C 1,33% 5/7
M&G (Lux) Global Listed Infrastructure Fund 1,20% 6/7
Amplegest PME IC 1,32% 6/7
Vega France Opportunités RC 2,41% 6/7
BDL Transition 1,50% 6/7
Generali Europe Mid-Caps 2,84% 6/7
DWS Invest Top Dividend 1,50% 5/7
Fideas Smart for Climate P Actions Eurozone ISR 1,57% 6/7
G Fund World (R) Evolutions 0,74% 6/7
Amplegest PME AC 1,21% 6/7
QUADRIGE MULTICAPS EUROPE 0,61% 6/7
Betamax Europe Smart for Climate P Actions Europe 1,30% 6/7
Renaissance Europe C 3,59% 6/7
Varenne Valeur A-EUR 0,77% 4/7
OFI INVEST US EQUITY -1,40% 6/7
CANDRIAM SRI Equities EMU 1,83% 6/7
GIS SRI Ageing Population 1,72% 6/7
Claresco Avenir P -0,50% 6/7
Flornoy Valeurs Familiales R 1,96% 6/7
C-Quadrat Europe Smallcap -1,64% 6/7
Claresco USA -1,85% 6/7
Portzamparc PME C -0,18% 6/7
Dorval Convictions PEA RC 1,17% 5/7
Bellatrix C 1,53% 5/7
MS INVF Europe Opportunity 3,32% 6/7
PRIMERUS ACTIONS MONDE 2,09% 5/7
Montségur Rendement C 1,98% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 1,48% 6/7
Nouvelle Stratégie 50 1,89% 6/7
Prévoir Pangea R 1,54% 6/7
COGEFI Chrysalide P -1,35% 6/7
Kirao Multicaps AC 2,80% 6/7
Groupama Avenir Euro -0,76% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR -0,56% 6/7
Clartan Valeurs C 2,29% 6/7
Capital Group New Perspective Fund (LUX) 0,49% 6/7
CPR Invest – Climate Action 0,69% 6/7
Prévoir Gestion Actions C -1,12% 6/7
Pictet-Global Megatrend Selection-P EUR -0,35% 6/7
EdR SICAV Euro Sust Growth A EUR 1,22% 6/7
Ruffer Total Return International 1,35% 4/7
Ecofi Enjeux Futurs -0,44% 6/7
Candriam SRI Equity Em Mkts C EUR Acc -0,54% 6/7
IDAM Small France R 0,75% 6/7
CM-CIC Objectif Environnement C 0,24% 6/7
C-Quadrat Europe Multicap -0,70% 6/7
Mandarine Active R 0,06% 6/7
Montségur Croissance C 1,09% 6/7
Swiss Life Funds (F) - Multi Asset Growth 1,67% 5/7
PALATINE PLANETE C 1,26% 6/7
CM-CIC Global Leaders C 0,87% 5/7
Synchrony Swiss All Caps A CHF 1,28% 6/7
C-Quadrat Global Equity ESG -0,35% 5/7
Synchrony Dynamic A 0,25% 5/7
Synchrony Swiss Small & Mid Caps A CHF -1,64% 6/7
Amundi Europe Microcaps PC -1,32% 6/7
Sélection Action Rendement 2,77% 5/7
Amplegest Proactif AC -0,60% 5/7
Sycomore Eco Solutions -1,19% 5/7
MC Convictions France -0,44% 6/7
Ethna-DYNAMISCH 1,25% 5/7
Platinium Ariane C -0,70% 6/7
Invesco Balanced-Risk Allc E EUR Acc 3,31% 6/7
BBM V-Flex AC 0,71% 5/7
Invest Latitude Equilibre 1,08% 4/7
BNY Mellon Mobility Innovation Fund -6,60% 6/7
DWS Concept Kaldemorgen 0,18% 4/7
OFI RS EQUITY CLIMATE 0,72% 6/7
Threadneedle (Lux) Global Smaller Companies -1,78% 6/7
Otea 1 R 1,50% 5/7
HELIUM SELECTION 1,01% 4/7
CANDRIAM Absolute Return Equity Market Neutral 0,44% 7/7
Fidelity Patrimoine A-Acc-EUR 1,94% 4/7
BNP Paribas Climate Impact -2,66% 6/7
IVO Fixed Income EUR R Acc 1,56% 5/7
Sycomore [email protected] 1,44% 5/7
Seven European Equity Class I 2,02% 6/7
VONTOBEL Clean Technology -2,52% 6/7
COGEFI Flex Dynamic P 0,89% 5/7
HELIUM INVEST 1,08% 4/7
OFI RS ACT4 POSITIVE ECONOMY -0,75% 6/7
Sycomore Shared Growth R 2,21% 5/7
Sextant Bond Picking 1,62% 3/7
Amplegest Pricing Power IC -1,53% 6/7
Amplegest Long Short IC 0,46% 5/7
Wise 5 -1,00% 5/7
Talence Euromidcap -1,08% 6/7
Clartan Evolution C 1,73% 5/7
Amplegest Pricing Power FC -1,56% 6/7
Amplegest Long Short AC 0,43% 5/7
BGF ESG Multi-Asset 0,37% 5/7
Lazard Patrimoine RC 0,03% 4/7
Amplegest MidCaps IC 1,67% 6/7
BL Global Flexible 1,16% 4/7
CM-CIC Pierre C 4,32% 6/7
DNCA Invest Eurose A EUR 0,73% 4/7
Seven UCITS Seven European Eqty Fd EUR-R 1,39% 6/7
COGEFI Elixir P 1,21% 6/7
AAA Actions Agro Alimentaire RC 3,59% 6/7
NN Patrimonial BEST 1,55% 4/7
Nordea 1 - Stable Return Fund 0,96% 3/7
Amplegest Pricing Power AC -1,64% 6/7
OMNIBOND 1,25% 4/7
Amplegest MidCaps FC 1,62% 6/7
Carmignac Portfolio Patrimoine Europe 0,45% 4/7
Constance Be World A -2,19% 6/7
Swiss Life Funds (F) - Multi Asset Balanced 1,18% 4/7
DNCA Evolutif C 0,60% 4/7
Amplegest Midcaps AC 1,56% 6/7
BNY Mellon Global Real Return Fund (EUR) 1,33% 4/7
Echiquier Positive Impact Europe A 1,07% 6/7
Sextant Grand Large A 0,95% 4/7
Arc Patrimoine C -0,45% 4/7
Annapurna Alpha Europe C 1,40% 4/7
Portzamparc Entrepreneurs -1,57% 6/7
Sélection Action Rendement International -0,55% 6/7
OFI RS Multitrack 0,68% 4/7
BNP PARIBAS HEALTH CARE INNOVATORS 0,32% 6/7
Nordea 1 – Alpha 15 MA Fund 0,90% 5/7
Ecofi Avenir Plus 0,19% 6/7
SLF (F) Opportunité High Yield 2023 P 0,92% 4/7
RobecoSAM Smart Energy Equities -6,19% 6/7
M&G (Lux) Positive Impact Fund -2,26% 6/7
CPR Invest – Croissance Réactive 0,77% 5/7
Pictet-Global Environmental Opportunities-P EUR -2,73% 6/7
Comgest Monde C -0,74% 5/7
Pictet TR-Atlas-P EUR -0,09% 3/7
AXAWF Global Optimal Income E Cap EUR 1,51% 5/7
CANDRIAM Equities L Robotics -2,90% 6/7
Echiquier Agenor SRI Mid Cap Europe A 0,79% 5/7
DNCA Invest Beyond Infras & Trans B EUR 1,17% 6/7
JPM Global Macro Opps A (acc) EUR -0,20% 5/7
Russell Investments Multi-Asset Growth Strategy 0,96% 4/7
Tocqueville Megatrends C -0,83% 5/7
Sycomore Allocation Patrimoine R 0,39% 3/7
Seven Diversified Fund Class I 1,09% 4/7
Sunny Euro Stratégic Plus R 0,52% 4/7
AIS Protect 1,21% 3/7
Echiquier ARTY A 0,35% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund -0,26% 5/7
Betamax Global P 0,58% 4/7
VONTOBEL mtx Sustainable Emerging Markets Leaders -2,70% 6/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,88% 4/7
Jupiter Flexible Income 0,56% 5/7
Alterna Plus 0,30% 3/7
BNP PARIBAS Disruptive technology -3,14% 6/7
Covéa Ruptures A (C) -2,05% 6/7
DNB Nordic Equities -2,33% 6/7
C-Quadrat Europe Selection -1,20% 5/7
Axiom Obligataire OPCVM 0,81% 4/7
EdRF Income Europe A EUR 0,62% 4/7
Nordea 1 – Alpha 10 MA Fund 0,60% 4/7
Haas Epargne Patrimoine C 0,25% 3/7
Echiquier World Equity Growth A -2,66% 6/7
Sanso Short Duration C 0,82% 3/7
NN Global Impact Opps -0,36% 6/7
Alienor Alter Euro A 1,67% 3/7
LO Funds Global Prestige P EUR Acc -3,54% 6/7
DNCA Invest Beyond Global Leaders B EUR -0,82% 5/7
Federal Ethi-Patrimoine A 0,27% 3/7
Jupiter Financial Innovation 0,56% 6/7
Russell Investments China Equity Fund -2,81% 6/7
Clartan Patrimoine C 0,96% 3/7
Oddo BHF Immobilier CR-EUR 2,70% 6/7
HELIUM FUND 0,42% 3/7
Carmignac Patrimoine A EUR Acc 0,14% 4/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,17% 4/7
Federal Ethi-Patrimoine 0,23% 3/7
Pictet-Multi Asset Global Opps R EUR 0,09% 3/7
Swiss Life Funds (F) - Multi Asset Moderate 0,68% 4/7
Sofidy Selection 1 P 1,78% 5/7
Trusteam Optimum A 0,21% 3/7
CANDRIAM Risk Arbitrage 0,35% 3/7
Athymis Patrimoine P 0,20% 4/7
Axiom Optimal Fix 0,36% 3/7
Exane Pleiade Fund 0,53% 3/7
Auris Selection Def R EUR Acc 0,24% 3/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -0,33% 5/7
OPCI Aviva Investors Experimmo (Actions A) 1,67% /7
Jupiter Global Ecology Diversified 0,97% 4/7
VONTOBEL TwentyFour Strategic Income Fund 0,46% 4/7
Carmignac Portfolio Emerging Patrimoine 0,53% 4/7
ELEVA Absolute Return Europe R 0,49% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,29% 3/7
Salamandre Euro Rendement C 0,37% 4/7
Flexigestion Patrimoine -0,13% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,34% 4/7
Legg Mason Brandywine Global Income Optimiser Fund 0,83% 4/7
BNP PARIBAS CHINA EQUITY -2,81% 6/7
Dôm Reflex -0,01% 3/7
Aviva Croissance Durable ISR -0,86% 4/7
CANDRIAM Patrimoine Obli Inter 0,10% 3/7
CANDRIAM SRI Bonds Global HY -0,18% 4/7
Twenty First Capital Rendement Euro + C -0,11% /7
Invest Latitude Patrimoine 1,27% 4/7
MS INVF Asia Opportunity -4,13% 6/7
Pluvalca Disruptive Opportunities A -3,84% 6/7
Ethna-AKTIV -1,04% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 0,16% 3/7
Gutenberg Patrimoine C 0,24% 4/7
Ecofi Agir pour le Climat -1,92% 5/7
Oddo BHF ProActif Europe CR-EUR -0,38% 4/7
GIS Euro Corporate Short Term Bond -0,01% 3/7
MainFirst Global Equities Fund -3,97% 6/7
CG Nouvelle Asie C -4,85% 6/7
Groupama Crédit Euro ISR IC -0,12% 3/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,41% 4/7
Covéa Flexible ISR C 0,28% 5/7
RobecoSAM Euro SDG Credits -0,23% 4/7
DNCA Invest Beyond Alterosa A 0,33% 4/7
Robeco Global Consumer Trends -3,59% 5/7
Jupiter Dynamic Bond 0,64% 3/7
JPMorgan Funds – US Technology Fund -6,90% 6/7
BNY Mellon Sustainable Global Dynamic Bond Fund 0,05% 3/7
Kirao Multicaps Alpha 0,01% 4/7
M&G (Lux) Global Macro Bond Fund -0,69% 4/7
MainFirst Absolute Return Multi Asset -2,41% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -0,22% 4/7
NN Green Bond -0,94% 3/7
MS INVF US Growth -8,07% 6/7
Seven Fortress Fund : Class I -1,25% 4/7
CANDRIAM Equities L Oncology Impact -0,21% 6/7
CPR Invest – Global Disruptive Opportunities -5,15% 6/7
CANDRIAM SRI Bonds Emerging Markets 0,36% 4/7
BNP PARIBAS ENERGY TRANSITION -14,29% 7/7
Claresco Innovation -14,86% 6/7
Echiquier Artificial Intelligence B EUR -10,16% 6/7

Fonds à profil de risque 4/7

Fonds 1 an
Varenne Global 31,60%
Varenne Valeur A-EUR 26,39%
Ruffer Total Return International 17,09%
Invest Latitude Equilibre 4,15%
DWS Concept Kaldemorgen 10,29%
HELIUM SELECTION 18,41%
Fidelity Patrimoine A-Acc-EUR 19,25%
HELIUM INVEST 18,47%
Lazard Patrimoine RC 17,76%
BL Global Flexible 6,61%
DNCA Invest Eurose A EUR 14,64%
NN Patrimonial BEST 21,16%
OMNIBOND 19,69%
Carmignac Portfolio Patrimoine Europe 21,00%
Swiss Life Funds (F) - Multi Asset Balanced 15,39%
DNCA Evolutif C 14,58%
BNY Mellon Global Real Return Fund (EUR) 18,42%
Sextant Grand Large A 13,48%
Arc Patrimoine C 12,72%
Annapurna Alpha Europe C 9,45%
OFI RS Multitrack 22,07%
SLF (F) Opportunité High Yield 2023 P 25,82%
Russell Investments Multi-Asset Growth Strategy 15,89%
Seven Diversified Fund Class I 4,94%
Sunny Euro Stratégic Plus R 19,77%
Echiquier ARTY A 14,27%
Betamax Global P 12,99%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 23,01%
Axiom Obligataire OPCVM 14,93%
EdRF Income Europe A EUR 10,12%
Nordea 1 – Alpha 10 MA Fund 3,77%
Carmignac Patrimoine A EUR Acc 17,88%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 6,12%
Swiss Life Funds (F) - Multi Asset Moderate 8,57%
Athymis Patrimoine P 10,74%
Jupiter Global Ecology Diversified 14,52%
VONTOBEL TwentyFour Strategic Income Fund 14,85%
Carmignac Portfolio Emerging Patrimoine 26,49%
ELEVA Absolute Return Europe R 9,70%
Salamandre Euro Rendement C 10,24%
Flexigestion Patrimoine 12,50%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 17,95%
Legg Mason Brandywine Global Income Optimiser Fund 12,93%
Aviva Croissance Durable ISR 22,64%
CANDRIAM SRI Bonds Global HY 9,95%
Invest Latitude Patrimoine -0,04%
Ethna-AKTIV 5,41%
Gutenberg Patrimoine C 14,02%
Oddo BHF ProActif Europe CR-EUR 4,19%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 15,64%