Nous avons rencontré Sandrine VIVIER-SEURRE et Amandine AVRILLON, Associées - Gestionnaires en patrimoine à Consultance Patrimoine.

Anne de Lanversin

1. Quel est votre parcours ?
 
SV : J’ai fait un BTS action commerciale, je suis diplômée de l’ENASS - Ecole Nationale des Assurances - avec un parcours de près de 17 ans en ingénierie patrimoniale au sein du groupe Aviva.
AA : J‘ai suivi des études d’expertise comptable (DPECF-DECF-DESCF) puis j’ai poursuivi un master Gestion de Patrimoine à l’IAE Institut d’Administration des Entreprises de Lyon III.
J‘ai travaillé ensuite au sein du crédit du Nord en tant que conseiller en gestion de patrimoine puis nous avons créé le cabinet en 2011.
Sandrine et moi nous connaissons depuis 2004, c’est avant tout une relation amicale qui nous lie depuis cette date.
 
2. Description du cabinet et spécificités éventuelles
 
SV & AA : Même si ce n’est pas un objectif recherché, nous sommes à ce jour un cabinet 100% féminin, avec Nadia notre assistante administrative qui a travaillé chez Aviva et Eloîse notre assistante patrimoniale. Nous avons un bureau à Lyon et un à Paris.
Nous gérons à ce jour près de 300 clients principalement des chefs d’entreprises et professions libérales. Nous attachons une grande importance à la notion de « famille » et diversifions les solutions proposées en financier comme en immobilier, notamment au travers d’opérations club deals.
Au-delà de la gestion de patrimoine, nous avons développé dès 2013 une activité spécialisée en immobilier de santé, notre dernière transaction : les murs de l’hôpital privé lyonnais Natecia (2ème maternité privée en nombre de naissances) qui a été acquis par Euryale.
Nous réalisons également des opérations de marchands de biens (immobilier ancien résidentiel).
 
3. Quelles sont les conséquences à votre avis d’une réglementation de plus en plus forte ?
 
AA : Notre cabinet est adhérent de la CNCGP. Nous pensons que c’est une excellente chose pour notre profession car elle apporte un cadre, une reconnaissance et une sécurité, pour nous en tant que CIF mais aussi pour les clients. En ce qui concerne la conformité de nos process, nous nous faisons accompagner par Emilie Rosales-Palayer (Société Nouvelles Normes) qui prend en charge toute cette partie complexe et qui ne peut être approximative.
Que pensez-vous de la disparition du 3eme usage du courtage ?
SV : Le client doit pouvoir choisir son conseiller et il semble logique que la rémunération appartienne à celui qui délivre le conseil.
 
4. Quels sont vos partenaires privilégiés ?
 
AA : En assureurs principalement Ageas, Swiss Life, MMA, Lombard International Assurance et en plateforme Nortia.
SV : Maisons de Gestion : Pictet, Haas gestion, Varenne, Financière Arbevel; pour les structurés dédiés nous faisons confiance à Finaval et Creon Advisory.
En ce qui concerne le capital investissement, nos partenaires sont Audacia et 123 IM.
 
5. Comment gérez-vous la crise actuelle ?
 
SV & AA : Nous adressons régulièrement des communiqués à nos clients et nous sommes présentes par mail et téléphone. Cette pause économique et sociale permet paradoxalement de prendre du recul mais aussi de se recentrer sur les préoccupations majeures et les projets. Nous sommes encore plus disponibles pour accompagner nos clients dans leurs réflexions.
 


dnca sommes nous a la veille d'un changement de cycle ?

 

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Fonds à profil de risque 4/7

Fonds YTD
Raymond James Microcaps A 4,48%
Invest Latitude Equilibre 2,84%
MainFirst Absolute Return Multi Asset 2,72%
DWS Concept Kaldemorgen 2,44%
OFI RS Multitrack 2,14%
Amplegest Long Short IC 2,05%
Amplegest Long Short AC 2,02%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,01%
Swiss Life Funds (F) - Multi Asset Growth 1,70%
Ethna-AKTIV 1,69%
Annapurna Alpha Europe C 1,61%
DNCA Evolutif C 1,60%
Ruffer Total Return International 1,59%
BL Global Flexible 1,56%
Jupiter Global Ecology Diversified 1,53%
Lazard Patrimoine RC 1,47%
Varenne Global 1,42%
Seven Diversified Fund Class I 1,38%
Bellatrix C 1,37%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,35%
Varenne Valeur A-EUR 1,35%
VONTOBEL Emerging Markets Corporate Bond 1,22%
Swiss Life Funds (F) - Multi Asset Balanced 1,10%
DNCA Invest Eurose A EUR 1,00%
BNY Mellon Global Real Return Fund (EUR) 0,99%
DNCA Invest Beyond Alterosa A 0,99%
Echiquier ARTY A 0,97%
Arc Patrimoine C 0,94%
Oddo BHF ProActif Europe CR-EUR 0,89%
Betamax Global P 0,79%
Clartan Evolution C 0,78%
Athymis Patrimoine P 0,77%
ELEVA Absolute Return Europe R 0,74%
Flexigestion Patrimoine 0,73%
SLF (F) Opportunité High Yield 2023 P 0,73%
NN Patrimonial BEST 0,70%
Sunny Euro Stratégic Plus R 0,63%
Kirao Multicaps Alpha 0,59%
BNP Paribas Target Risk Balanced Cl R 0,58%
Carmignac Patrimoine A EUR Acc 0,49%
Axiom Obligataire OPCVM 0,49%
Aviva Investors Alpha Yield I A/I 0,44%
Seven Fortress Fund : Class I 0,43%
VONTOBEL TwentyFour Strategic Income Fund 0,30%
Gaspal Patrimoine R 0,29%
Salamandre Euro Rendement C 0,27%
EdRF Income Europe A EUR 0,23%
Invest Latitude Patrimoine 0,20%
M&G (Lux) Global Macro Bond Fund 0,13%
CANDRIAM SRI Bonds Global HY 0,09%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,01%
Fidelity Patrimoine A-Acc-EUR 0,00%
CamGestion Obligations Europe Classic -0,03%
RobecoSAM Euro SDG Credits -0,11%
Nordea 1 – Alpha 10 MA Fund -0,23%
Sextant Grand Large A -0,27%
Gutenberg Patrimoine C -0,30%
Legg Mason Brandywine Global Income Optimiser Fund -0,59%
DPAM L Bonds Emerging Markets Sust L EUR -0,67%

Fonds à profil de risque 5/7

Fonds YTD
DNCA Invest Beyond Global Leaders B EUR 7,22%
Sycomore Eco Solutions 5,68%
QUADRIGE RENDEMENT France Midcaps 5,49%
Ostrum Actions Small&Mid Cap Euro RC 4,60%
Sextant PME 4,56%
C-Quadrat Global Equity ESG 4,39%
Amplegest Proactif AC 3,91%
HMG DECOUVERTES PME - part C 3,73%
Comgest Monde C 3,72%
Aviva Flexible Emergents A 3,63%
DWS Invest Top Dividend 3,63%
AXAWF Global Optimal Income E Cap EUR 3,41%
Constance Be World A 3,34%
Jupiter Flexible Income 3,31%
Wise 5 3,12%
Ecofi Agir pour le Climat 3,11%
Robeco Global Consumer Trends 3,04%
Varenne Selection A-EUR 2,87%
COGEFI Flex Dynamic P 2,76%
HMG Découvertes C 2,65%
Synchrony Dynamic A 2,52%
BGF ESG Multi-Asset 2,41%
BNY Mellon Global Equity Inc EUR A Acc 2,36%
Tiepolo Valeurs C 2,05%
Sycomore Shared Growth R 1,98%
C-Quadrat Europe Selection 1,96%
Tikehau Global Value P 1,94%
First Eagle Amundi International AE-C 1,93%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 1,92%
Betamax Europe Smart for Climate P Actions Europe 1,91%
Sextant Autour du Monde A 1,78%
Dorval Convictions PEA RC 1,74%
Amazone Euro Fund 1,69%
Seven European Equity Class I 1,67%
Seven UCITS Seven European Eqty Fd EUR-R 1,64%
CPR Croissance Réactive P 1,62%
Invesco Balanced-Risk Allc E EUR Acc 1,61%
Montségur Croissance C 1,59%
Montségur Rendement C 1,56%
HMG Rendement D A/I 1,32%
QUADRIGE MULTICAPS EUROPE 1,30%
BBM V-Flex AC 1,22%
Sélection Action Rendement 1,22%
IVO Fixed Income EUR R Acc 1,10%
Covéa Flexible ISR C 1,10%
Talence Optimal AC 1,03%
HMG Globetrotter C 1,00%
Echiquier Agenor SRI Mid Cap Europe A 0,99%
JPM Global Macro Opps A (acc) EUR 0,98%
JPMorgan Investment Funds - Global Macro Opportunities Fund 0,93%
Centifolia C A/I 0,85%
Sycomore [email protected] 0,76%
Otea 1 R 0,71%
Kirao Smallcaps -0,53%
Nordea 1 – Alpha 15 MA Fund -0,71%
Montbleu Etoiles -2,74%
Sofidy Selection 1 P -2,87%

Fonds à profil de risque 6/7

Fonds YTD
BNP PARIBAS CHINA EQUITY 14,99%
RobecoSAM Smart Energy Equities 13,57%
Templeton Asian Growth Fund N(acc)USD 12,90%
BNY Mellon Mobility Innovation Fund 12,84%
Candriam SRI Equity Em Mkts C EUR Acc 12,17%
MS INVF Asia Opportunity 11,04%
JPMorgan Funds – US Technology Fund 7,88%
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,60%
Echiquier Artificial Intelligence B EUR 7,56%
Europa One R 7,48%
DNB Nordic Equities 7,42%
MS INVF US Growth 7,19%
BNP PARIBAS HEALTH CARE INNOVATORS 7,07%
Franklin Technology Fund 6,97%
CANDRIAM Equities L Robotics 6,92%
VONTOBEL Clean Technology 6,82%
LF LUX Inflection Point Carb Imp Glb R EUR 6,75%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 6,59%
MainFirst Global Equities Fund 6,59%
Quadrige France Smallcaps C 6,33%
Pictet-Global Environmental Opportunities-P EUR 6,25%
Fidelity Global Technology A-Dis-EUR 6,07%
Carmignac Pf Commodities A EUR Acc 6,07%
BNP Paribas Climate Impact Privl C 6,04%
BNP Paribas Climate Impact 5,95%
Erasmus Small Cap Euro R 5,73%
G Fund World (R) Evolutions 5,70%
Groupama Avenir Euro 5,68%
Nordea 1 - Global Climate & Envir BP EUR 5,57%
Prévoir Gestion Actions C 5,54%
LO Funds Global Prestige P EUR Acc 5,42%
Claresco Avenir P 5,29%
Amilton Premium Europe R 5,27%
Anthracite B 5,12%
Nova Europe A 4,84%
SLF (Lux) Equity USA R 4,79%
BNP PARIBAS Disruptive technology 4,73%
M&G (Lux) Positive Impact Fund 4,70%
CG Nouvelle Asie C 4,67%
Pictet-Global Megatrend Selection-P EUR 4,66%
Pluvalca Disruptive Opportunities A 4,58%
BNPPARIBAS AQUA CLASSIC C 4,55%
Digital Stars Europe 4,53%
Mandarine Europe Microcap R EUR 4,52%
Ecofi Enjeux Futurs 4,50%
C-Quadrat Europe Smallcap 4,43%
CANDRIAM Equities L Oncology Impact 4,36%
Talence Euromidcap 4,29%
R-co Valor C EUR 4,24%
Threadneedle (Lux) Global Smaller Companies 4,22%
Richelieu Family Small Cap R 4,21%
Portzamparc Entrepreneurs 4,18%
Federal Multi PME P 4,18%
OFI FUND RS European Eq Pstv Economy R-C 4,12%
Prévoir Pangea R 4,05%
Mandarine Optimal Value R 4,02%
Digital Stars Europe Acc 4,00%
DNB Technology 3,97%
Portzamparc PME C 3,82%
Tocqueville Megatrends C 3,74%
PALATINE PLANETE C 3,74%
Amplegest MidCaps FC 3,61%
Amplegest Midcaps AC 3,57%
G Fund – Avenir Europe 3,55%
Platinium Ariane C 3,53%
Fidelity World A-Acc-EUR 3,47%
EdRF Big Data A EUR 3,43%
ELEVA Euroland Selection R 3,40%
Ecofi Avenir Plus 3,38%
Amundi Europe Microcaps PC 3,32%
Generali Europe Mid-Caps 3,23%
Amplegest PME IC 3,18%
Quadrige Europe Midcaps 3,16%
IDAM Small France R 3,15%
CM-CIC Objectif Environnement C 3,13%
Amplegest PME AC 3,09%
C-Quadrat Europe Multicap 3,08%
Candriam Eqs L Eurp Innovt C EUR Cap 3,05%
Portzamparc Europe PME C 2,90%
DNCA Invest Archer Mid-Cap Europe B EUR 2,79%
Allianz Valeurs Durables RC 2,77%
Jupiter Financial Innovation 2,77%
HSBC SRI Euroland Equity AC 2,68%
Mandarine Opportunités R 2,64%
Amplegest Pricing Power IC 2,61%
Amplegest Pricing Power FC 2,58%
Valeur Intrinsèque P 2,57%
BDL Convictions C 2,57%
Haas Actions Croissance C 2,56%
COGEFI Chrysalide P 2,56%
Amplegest Pricing Power AC 2,53%
CM-CIC Global Leaders C 2,45%
Amplegest MidCaps IC 2,37%
Echiquier World Equity Growth A 2,36%
Amundi Actions USA ISR P C 2,34%
CPR Silver Age P A/I 2,31%
COGEFI Prospective P 2,26%
MC Convictions France 2,23%
Synchrony Swiss All Caps A CHF 2,22%
Keren Essentiels C 2,20%
EdR SICAV Euro Sust Growth A EUR 2,20%
NN Global Impact Opps 2,18%
Echiquier Positive Impact Europe A 2,06%
Dorval Manageurs R C 2,00%
Synchrony Swiss Small & Mid Caps A CHF 1,90%
ELEVA Leaders Small et Mid Cap Europe R 1,87%
Mansartis Europe C 1,84%
CANDRIAM SRI Equities EMU 1,80%
EXPORT EUROPE PALATINE R 1,68%
Comgest Growth Eurp Smlr Coms EUR Acc 1,67%
Flornoy Valeurs Familiales R 1,66%
Aviva Grandes Marques ISR A A/I 1,64%
Nouvelle Stratégie 50 1,38%
MS INVF Europe Opportunity 1,36%
GIS SRI Ageing Population 1,34%
Vega France Opportunités RC 1,32%
Sélection Action Rendement International 1,28%
M&G (Lux) Global Listed Infrastructure Fund 1,19%
Clartan Valeurs C 1,17%
Kirao Multicaps AC 1,14%
NN (L) Euro High Dividend P Cap EUR 1,02%
BNP PARIBAS développement Humain 0,88%
Martin Maurel Valeurs Humaines C EUR 0,68%
DNCA Invest Beyond Infras & Trans B EUR 0,61%
Renaissance Europe C 0,58%
COGEFI Elixir P 0,38%
BSO France P 0,32%
CM-CIC Pierre C 0,20%
Lazard Equity SRI C -0,17%
Fidelity France A-Dis-EUR -0,57%
MCA Entreprendre PME -0,80%
AAA Actions Agro Alimentaire RC -1,16%
Generali IS European Eq Rcvy D EUR Acc -2,18%
Oddo BHF Immobilier CR-EUR -3,14%
Aviva Valeurs Immobilières A A/I -3,14%

Tous les fonds

Fonds YTD SRRI
BNP PARIBAS ENERGY TRANSITION 16,26% 7/7
BNP PARIBAS CHINA EQUITY 14,99% 6/7
RobecoSAM Smart Energy Equities 13,57% 6/7
Templeton Asian Growth Fund N(acc)USD 12,90% 6/7
BNY Mellon Mobility Innovation Fund 12,84% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 12,17% 6/7
MS INVF Asia Opportunity 11,04% 6/7
JPMorgan Funds – US Technology Fund 7,88% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,60% 6/7
Echiquier Artificial Intelligence B EUR 7,56% 6/7
Europa One R 7,48% 6/7
DNB Nordic Equities 7,42% 6/7
DNCA Invest Beyond Global Leaders B EUR 7,22% 5/7
MS INVF US Growth 7,19% 6/7
BNP PARIBAS HEALTH CARE INNOVATORS 7,07% 6/7
Franklin Technology Fund 6,97% 6/7
CANDRIAM Equities L Robotics 6,92% 6/7
VONTOBEL Clean Technology 6,82% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 6,75% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 6,59% 6/7
MainFirst Global Equities Fund 6,59% 6/7
Quadrige France Smallcaps C 6,33% 6/7
Pictet-Global Environmental Opportunities-P EUR 6,25% 6/7
Fidelity Global Technology A-Dis-EUR 6,07% 6/7
Carmignac Pf Commodities A EUR Acc 6,07% 6/7
BNP Paribas Climate Impact Privl C 6,04% 6/7
BNP Paribas Climate Impact 5,95% 6/7
Erasmus Small Cap Euro R 5,73% 6/7
G Fund World (R) Evolutions 5,70% 6/7
Sycomore Eco Solutions 5,68% 5/7
Groupama Avenir Euro 5,68% 6/7
Nordea 1 - Global Climate & Envir BP EUR 5,57% 6/7
Prévoir Gestion Actions C 5,54% 6/7
QUADRIGE RENDEMENT France Midcaps 5,49% 5/7
LO Funds Global Prestige P EUR Acc 5,42% 6/7
Claresco Avenir P 5,29% 6/7
Amilton Premium Europe R 5,27% 6/7
Anthracite B 5,12% 6/7
Nova Europe A 4,84% 6/7
SLF (Lux) Equity USA R 4,79% 6/7
BNP PARIBAS Disruptive technology 4,73% 6/7
M&G (Lux) Positive Impact Fund 4,70% 6/7
CG Nouvelle Asie C 4,67% 6/7
Pictet-Global Megatrend Selection-P EUR 4,66% 6/7
Ostrum Actions Small&Mid Cap Euro RC 4,60% 5/7
Pluvalca Disruptive Opportunities A 4,58% 6/7
Sextant PME 4,56% 5/7
BNPPARIBAS AQUA CLASSIC C 4,55% 6/7
Digital Stars Europe 4,53% 6/7
Mandarine Europe Microcap R EUR 4,52% 6/7
Ecofi Enjeux Futurs 4,50% 6/7
Raymond James Microcaps A 4,48% 4/7
C-Quadrat Europe Smallcap 4,43% 6/7
C-Quadrat Global Equity ESG 4,39% 5/7
CANDRIAM Equities L Oncology Impact 4,36% 6/7
Talence Euromidcap 4,29% 6/7
R-co Valor C EUR 4,24% 6/7
Threadneedle (Lux) Global Smaller Companies 4,22% 6/7
Richelieu Family Small Cap R 4,21% 6/7
Portzamparc Entrepreneurs 4,18% 6/7
Federal Multi PME P 4,18% 6/7
OFI FUND RS European Eq Pstv Economy R-C 4,12% 6/7
Prévoir Pangea R 4,05% 6/7
Mandarine Optimal Value R 4,02% 6/7
Digital Stars Europe Acc 4,00% 6/7
DNB Technology 3,97% 6/7
Amplegest Proactif AC 3,91% 5/7
Portzamparc PME C 3,82% 6/7
Tocqueville Megatrends C 3,74% 6/7
PALATINE PLANETE C 3,74% 6/7
HMG DECOUVERTES PME - part C 3,73% 5/7
Comgest Monde C 3,72% 5/7
Aviva Flexible Emergents A 3,63% 5/7
DWS Invest Top Dividend 3,63% 5/7
Amplegest MidCaps FC 3,61% 6/7
Amplegest Midcaps AC 3,57% 6/7
G Fund – Avenir Europe 3,55% 6/7
Platinium Ariane C 3,53% 6/7
Fidelity World A-Acc-EUR 3,47% 6/7
EdRF Big Data A EUR 3,43% 6/7
AXAWF Global Optimal Income E Cap EUR 3,41% 5/7
ELEVA Euroland Selection R 3,40% 6/7
Ecofi Avenir Plus 3,38% 6/7
Constance Be World A 3,34% 5/7
Amundi Europe Microcaps PC 3,32% 6/7
Jupiter Flexible Income 3,31% 5/7
Generali Europe Mid-Caps 3,23% 6/7
Amplegest PME IC 3,18% 6/7
Quadrige Europe Midcaps 3,16% 6/7
IDAM Small France R 3,15% 6/7
CM-CIC Objectif Environnement C 3,13% 6/7
Wise 5 3,12% 5/7
Ecofi Agir pour le Climat 3,11% 5/7
Amplegest PME AC 3,09% 6/7
C-Quadrat Europe Multicap 3,08% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 3,05% 6/7
Robeco Global Consumer Trends 3,04% 5/7
Portzamparc Europe PME C 2,90% 6/7
Varenne Selection A-EUR 2,87% 5/7
Invest Latitude Equilibre 2,84% 4/7
DNCA Invest Archer Mid-Cap Europe B EUR 2,79% 6/7
Allianz Valeurs Durables RC 2,77% 6/7
Jupiter Financial Innovation 2,77% 6/7
COGEFI Flex Dynamic P 2,76% 5/7
MainFirst Absolute Return Multi Asset 2,72% 4/7
HSBC SRI Euroland Equity AC 2,68% 6/7
HMG Découvertes C 2,65% 5/7
Mandarine Opportunités R 2,64% 6/7
Amplegest Pricing Power IC 2,61% 6/7
Amplegest Pricing Power FC 2,58% 6/7
Valeur Intrinsèque P 2,57% 6/7
BDL Convictions C 2,57% 6/7
Haas Actions Croissance C 2,56% 6/7
COGEFI Chrysalide P 2,56% 6/7
Amplegest Pricing Power AC 2,53% 6/7
Synchrony Dynamic A 2,52% 5/7
CM-CIC Global Leaders C 2,45% 6/7
DWS Concept Kaldemorgen 2,44% 4/7
BGF ESG Multi-Asset 2,41% 5/7
Amplegest MidCaps IC 2,37% 6/7
Echiquier World Equity Growth A 2,36% 6/7
BNY Mellon Global Equity Inc EUR A Acc 2,36% 5/7
Axiom Equity 2,35% 7/7
Amundi Actions USA ISR P C 2,34% 6/7
CPR Silver Age P A/I 2,31% 6/7
COGEFI Prospective P 2,26% 6/7
MC Convictions France 2,23% 6/7
Synchrony Swiss All Caps A CHF 2,22% 6/7
Keren Essentiels C 2,20% 6/7
EdR SICAV Euro Sust Growth A EUR 2,20% 6/7
NN Global Impact Opps 2,18% 6/7
OFI RS Multitrack 2,14% 4/7
Echiquier Positive Impact Europe A 2,06% 6/7
Tiepolo Valeurs C 2,05% 5/7
Amplegest Long Short IC 2,05% 4/7
Amplegest Long Short AC 2,02% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,01% 4/7
Dorval Manageurs R C 2,00% 6/7
Sycomore Shared Growth R 1,98% 5/7
C-Quadrat Europe Selection 1,96% 5/7
Tikehau Global Value P 1,94% 5/7
First Eagle Amundi International AE-C 1,93% 5/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 1,92% 5/7
Betamax Europe Smart for Climate P Actions Europe 1,91% 5/7
Synchrony Swiss Small & Mid Caps A CHF 1,90% 6/7
ELEVA Leaders Small et Mid Cap Europe R 1,87% 6/7
Mansartis Europe C 1,84% 6/7
CANDRIAM SRI Equities EMU 1,80% 6/7
Sextant Autour du Monde A 1,78% 5/7
Dorval Convictions PEA RC 1,74% 5/7
Swiss Life Funds (F) - Multi Asset Growth 1,70% 4/7
Ethna-AKTIV 1,69% 4/7
Amazone Euro Fund 1,69% 5/7
CPG Oblig 1,68% 3/7
EXPORT EUROPE PALATINE R 1,68% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 1,67% 6/7
Seven European Equity Class I 1,67% 5/7
Flornoy Valeurs Familiales R 1,66% 6/7
Aviva Grandes Marques ISR A A/I 1,64% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 1,64% 5/7
CPR Croissance Réactive P 1,62% 5/7
Invesco Balanced-Risk Allc E EUR Acc 1,61% 5/7
Annapurna Alpha Europe C 1,61% 4/7
DNCA Evolutif C 1,60% 4/7
Montségur Croissance C 1,59% 5/7
Ruffer Total Return International 1,59% 4/7
Fideas Smart for Climate P Actions Eurozone ISR 1,58% /7
Montségur Rendement C 1,56% 5/7
BL Global Flexible 1,56% 4/7
Jupiter Global Ecology Diversified 1,53% 4/7
Pictet TR-Atlas-P EUR 1,51% 3/7
Lazard Patrimoine RC 1,47% 4/7
Varenne Global 1,42% 4/7
Seven Diversified Fund Class I 1,38% 4/7
Nouvelle Stratégie 50 1,38% 6/7
Bellatrix C 1,37% 4/7
MS INVF Europe Opportunity 1,36% 6/7
Ethna-DYNAMISCH 1,35% /7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,35% 4/7
Varenne Valeur A-EUR 1,35% 4/7
GIS SRI Ageing Population 1,34% 6/7
Exane Pleiade Fund 1,32% 3/7
HMG Rendement D A/I 1,32% 5/7
Vega France Opportunités RC 1,32% 6/7
QUADRIGE MULTICAPS EUROPE 1,30% 5/7
Sélection Action Rendement International 1,28% 6/7
BBM V-Flex AC 1,22% 5/7
VONTOBEL Emerging Markets Corporate Bond 1,22% 4/7
Sélection Action Rendement 1,22% 5/7
M&G (Lux) Global Listed Infrastructure Fund 1,19% 6/7
Clartan Valeurs C 1,17% 6/7
Kirao Multicaps AC 1,14% 6/7
IVO Fixed Income EUR R Acc 1,10% 5/7
Swiss Life Funds (F) - Multi Asset Balanced 1,10% 4/7
Covéa Flexible ISR C 1,10% 5/7
Pictet-Multi Asset Global Opps R EUR 1,09% 3/7
Haas Epargne Patrimoine C 1,05% 3/7
Talence Optimal AC 1,03% 5/7
NN (L) Euro High Dividend P Cap EUR 1,02% 6/7
HMG Globetrotter C 1,00% 5/7
DNCA Invest Eurose A EUR 1,00% 4/7
Echiquier Agenor SRI Mid Cap Europe A 0,99% 5/7
BNY Mellon Global Real Return Fund (EUR) 0,99% 4/7
DNCA Invest Beyond Alterosa A 0,99% 4/7
JPM Global Macro Opps A (acc) EUR 0,98% 5/7
Sextant Bond Picking 0,98% 3/7
Alterna Plus 0,97% 3/7
Echiquier ARTY A 0,97% 4/7
Arc Patrimoine C 0,94% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 0,93% 5/7
Sycomore Allocation Patrimoine R 0,93% 3/7
Oddo BHF ProActif Europe CR-EUR 0,89% 4/7
BNP PARIBAS développement Humain 0,88% 6/7
Centifolia C A/I 0,85% 5/7
CANDRIAM Risk Arbitrage 0,84% 3/7
Betamax Global P 0,79% 4/7
Clartan Evolution C 0,78% 4/7
Athymis Patrimoine P 0,77% 4/7
Sycomore [email protected] 0,76% 5/7
ELEVA Absolute Return Europe R 0,74% 4/7
Flexigestion Patrimoine 0,73% 4/7
SLF (F) Opportunité High Yield 2023 P 0,73% 4/7
Otea 1 R 0,71% 5/7
NN Patrimonial BEST 0,70% 4/7
Martin Maurel Valeurs Humaines C EUR 0,68% 6/7
Sunny Euro Stratégic Plus R 0,63% 4/7
DNCA Invest Beyond Infras & Trans B EUR 0,61% 6/7
Kirao Multicaps Alpha 0,59% 4/7
Renaissance Europe C 0,58% 6/7
BNP Paribas Target Risk Balanced Cl R 0,58% 4/7
Swiss Life Funds (F) - Multi Asset Moderate 0,56% 3/7
Axiom Optimal Fix 0,54% 3/7
CANDRIAM Absolute Return Equity Market Neutral 0,53% 7/7
Nordea 1 - Stable Return Fund 0,53% 3/7
Carmignac Patrimoine A EUR Acc 0,49% 4/7
Axiom Obligataire OPCVM 0,49% 4/7
Trusteam Optimum A 0,46% 3/7
Aviva Investors Alpha Yield I A/I 0,44% 4/7
Seven Fortress Fund : Class I 0,43% 4/7
Sanso Short Duration C 0,41% 3/7
Federal Ethi-Patrimoine A 0,39% 3/7
COGEFI Elixir P 0,38% 6/7
Federal Ethi-Patrimoine 0,36% 3/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,34% 3/7
BSO France P 0,32% 6/7
VONTOBEL TwentyFour Strategic Income Fund 0,30% 4/7
Gaspal Patrimoine R 0,29% 4/7
Salamandre Euro Rendement C 0,27% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,27% 3/7
Auris Selection Def R EUR Acc 0,25% 3/7
EdRF Income Europe A EUR 0,23% 4/7
GF Fidélité P 0,22% 3/7
CANDRIAM Patrimoine Obli Inter 0,20% 3/7
CM-CIC Pierre C 0,20% 6/7
Invest Latitude Patrimoine 0,20% 4/7
BNP Paribas perspectives CT 0,18% 3/7
M&G (Lux) Global Macro Bond Fund 0,13% 4/7
GIS Euro Corporate Short Term Bond 0,10% 3/7
CANDRIAM SRI Bonds Global HY 0,09% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 0,04% 3/7
Twenty First Capital Rendement Euro + C 0,03% 3/7
Groupama Crédit Euro ISR IC 0,02% 3/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,01% 4/7
Fidelity Patrimoine A-Acc-EUR 0,00% 4/7
CamGestion Obligations Europe Classic -0,03% 4/7
RobecoSAM Euro SDG Credits -0,11% 4/7
AIS Protect -0,13% 3/7
Lazard Equity SRI C -0,17% 6/7
Nordea 1 – Alpha 10 MA Fund -0,23% 4/7
Sextant Grand Large A -0,27% 4/7
BNY Mellon Sustainable Global Dynamic Bond Fund -0,27% 3/7
Franklin European Total Return Fund A(acc)EUR -0,29% 3/7
Gutenberg Patrimoine C -0,30% 4/7
Jupiter Dynamic Bond -0,31% 3/7
NN Green Bond -0,38% 3/7
Kirao Smallcaps -0,53% 5/7
Fidelity France A-Dis-EUR -0,57% 6/7
Legg Mason Brandywine Global Income Optimiser Fund -0,59% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -0,67% 4/7
Nordea 1 – Alpha 15 MA Fund -0,71% 5/7
MCA Entreprendre PME -0,80% 6/7
AAA Actions Agro Alimentaire RC -1,16% 6/7
CANDRIAM SRI Bonds Emerging Markets -1,57% 3/7
Generali IS European Eq Rcvy D EUR Acc -2,18% 6/7
Montbleu Etoiles -2,74% 5/7
Sofidy Selection 1 P -2,87% 5/7
Oddo BHF Immobilier CR-EUR -3,14% 6/7
Aviva Valeurs Immobilières A A/I -3,14% 6/7
Alienor Alter Euro A 0,00% /7

Fonds à profil de risque 4/7

Fonds 1 mois
Raymond James Microcaps A 6,57%
Invest Latitude Equilibre 4,01%
MainFirst Absolute Return Multi Asset 3,21%
DWS Concept Kaldemorgen 3,15%
OFI RS Multitrack 3,01%
Amplegest Long Short IC 3,45%
Amplegest Long Short AC 3,42%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,71%
Swiss Life Funds (F) - Multi Asset Growth 2,82%
Ethna-AKTIV 0,78%
Annapurna Alpha Europe C 2,45%
DNCA Evolutif C 2,21%
Ruffer Total Return International 2,55%
BL Global Flexible 2,71%
Jupiter Global Ecology Diversified 2,53%
Lazard Patrimoine RC 2,20%
Varenne Global 2,66%
Seven Diversified Fund Class I 1,99%
Bellatrix C 1,96%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,83%
Varenne Valeur A-EUR 2,42%
VONTOBEL Emerging Markets Corporate Bond 1,33%
Swiss Life Funds (F) - Multi Asset Balanced 1,87%
DNCA Invest Eurose A EUR 1,72%
BNY Mellon Global Real Return Fund (EUR) 2,50%
DNCA Invest Beyond Alterosa A 1,87%
Echiquier ARTY A 1,95%
Arc Patrimoine C 1,42%
Oddo BHF ProActif Europe CR-EUR 1,35%
Betamax Global P 1,86%
Clartan Evolution C 1,73%
Athymis Patrimoine P 1,38%
ELEVA Absolute Return Europe R 1,41%
Flexigestion Patrimoine 1,21%
SLF (F) Opportunité High Yield 2023 P 0,96%
NN Patrimonial BEST 1,29%
Sunny Euro Stratégic Plus R 0,75%
Kirao Multicaps Alpha 1,40%
BNP Paribas Target Risk Balanced Cl R 1,21%
Carmignac Patrimoine A EUR Acc 0,95%
Axiom Obligataire OPCVM 0,67%
Aviva Investors Alpha Yield I A/I 0,68%
Seven Fortress Fund : Class I -0,10%
VONTOBEL TwentyFour Strategic Income Fund 0,56%
Gaspal Patrimoine R 1,50%
Salamandre Euro Rendement C 0,44%
EdRF Income Europe A EUR 0,60%
Invest Latitude Patrimoine 0,83%
M&G (Lux) Global Macro Bond Fund -0,05%
CANDRIAM SRI Bonds Global HY 0,50%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,91%
Fidelity Patrimoine A-Acc-EUR 0,50%
CamGestion Obligations Europe Classic 0,35%
RobecoSAM Euro SDG Credits -0,11%
Nordea 1 – Alpha 10 MA Fund -0,91%
Sextant Grand Large A 0,29%
Gutenberg Patrimoine C 1,60%
Legg Mason Brandywine Global Income Optimiser Fund 0,15%
DPAM L Bonds Emerging Markets Sust L EUR -0,66%

Fonds à profil de risque 5/7

Fonds 1 mois
DNCA Invest Beyond Global Leaders B EUR 10,78%
Sycomore Eco Solutions 8,12%
QUADRIGE RENDEMENT France Midcaps 7,77%
Ostrum Actions Small&Mid Cap Euro RC 6,42%
Sextant PME 8,59%
C-Quadrat Global Equity ESG 4,78%
Amplegest Proactif AC 4,74%
HMG DECOUVERTES PME - part C 7,32%
Comgest Monde C 6,15%
Aviva Flexible Emergents A 5,31%
DWS Invest Top Dividend 5,04%
AXAWF Global Optimal Income E Cap EUR 5,23%
Constance Be World A 3,39%
Jupiter Flexible Income 4,69%
Wise 5 4,35%
Ecofi Agir pour le Climat 5,48%
Robeco Global Consumer Trends 2,83%
Varenne Selection A-EUR 4,30%
COGEFI Flex Dynamic P 4,08%
HMG Découvertes C 4,65%
Synchrony Dynamic A 3,69%
BGF ESG Multi-Asset 2,87%
BNY Mellon Global Equity Inc EUR A Acc 3,16%
Tiepolo Valeurs C 5,43%
Sycomore Shared Growth R 3,21%
C-Quadrat Europe Selection 5,91%
Tikehau Global Value P 3,43%
First Eagle Amundi International AE-C 2,61%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 3,67%
Betamax Europe Smart for Climate P Actions Europe 4,43%
Sextant Autour du Monde A 4,12%
Dorval Convictions PEA RC 3,06%
Amazone Euro Fund 4,20%
Seven European Equity Class I 2,37%
Seven UCITS Seven European Eqty Fd EUR-R 2,46%
CPR Croissance Réactive P 2,49%
Invesco Balanced-Risk Allc E EUR Acc 2,98%
Montségur Croissance C 2,82%
Montségur Rendement C 2,76%
HMG Rendement D A/I 2,67%
QUADRIGE MULTICAPS EUROPE 2,25%
BBM V-Flex AC 1,45%
Sélection Action Rendement 2,91%
IVO Fixed Income EUR R Acc 1,50%
Covéa Flexible ISR C 1,81%
Talence Optimal AC 2,36%
HMG Globetrotter C 3,19%
Echiquier Agenor SRI Mid Cap Europe A 2,59%
JPM Global Macro Opps A (acc) EUR 1,32%
JPMorgan Investment Funds - Global Macro Opportunities Fund 1,25%
Centifolia C A/I 1,68%
Sycomore [email protected] 2,39%
Otea 1 R 1,46%
Kirao Smallcaps 0,66%
Nordea 1 – Alpha 15 MA Fund -1,89%
Montbleu Etoiles 0,53%
Sofidy Selection 1 P 0,58%

Fonds à profil de risque 6/7

Fonds 1 mois
BNP PARIBAS CHINA EQUITY 19,28%
RobecoSAM Smart Energy Equities 15,37%
Templeton Asian Growth Fund N(acc)USD 16,35%
BNY Mellon Mobility Innovation Fund 16,23%
Candriam SRI Equity Em Mkts C EUR Acc 14,26%
MS INVF Asia Opportunity 13,66%
JPMorgan Funds – US Technology Fund 6,06%
VONTOBEL mtx Sustainable Emerging Markets Leaders 11,52%
Echiquier Artificial Intelligence B EUR 3,79%
Europa One R 10,08%
DNB Nordic Equities 12,36%
MS INVF US Growth 0,71%
BNP PARIBAS HEALTH CARE INNOVATORS 7,83%
Franklin Technology Fund 5,67%
CANDRIAM Equities L Robotics 8,22%
VONTOBEL Clean Technology 9,92%
LF LUX Inflection Point Carb Imp Glb R EUR 8,67%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 9,50%
MainFirst Global Equities Fund 6,95%
Quadrige France Smallcaps C 9,85%
Pictet-Global Environmental Opportunities-P EUR 7,24%
Fidelity Global Technology A-Dis-EUR 7,05%
Carmignac Pf Commodities A EUR Acc 7,64%
BNP Paribas Climate Impact Privl C 7,07%
BNP Paribas Climate Impact 6,95%
Erasmus Small Cap Euro R 7,55%
G Fund World (R) Evolutions 4,77%
Groupama Avenir Euro 6,55%
Nordea 1 - Global Climate & Envir BP EUR 6,86%
Prévoir Gestion Actions C 6,13%
LO Funds Global Prestige P EUR Acc 7,19%
Claresco Avenir P 7,65%
Amilton Premium Europe R 8,16%
Anthracite B 7,47%
Nova Europe A 6,61%
SLF (Lux) Equity USA R 5,36%
BNP PARIBAS Disruptive technology 4,82%
M&G (Lux) Positive Impact Fund 5,96%
CG Nouvelle Asie C 7,73%
Pictet-Global Megatrend Selection-P EUR 5,13%
Pluvalca Disruptive Opportunities A 8,09%
BNPPARIBAS AQUA CLASSIC C 7,04%
Digital Stars Europe 8,59%
Mandarine Europe Microcap R EUR 9,33%
Ecofi Enjeux Futurs 6,20%
C-Quadrat Europe Smallcap 11,06%
CANDRIAM Equities L Oncology Impact 3,49%
Talence Euromidcap 7,43%
R-co Valor C EUR 5,18%
Threadneedle (Lux) Global Smaller Companies 4,51%
Richelieu Family Small Cap R 7,41%
Portzamparc Entrepreneurs 7,63%
Federal Multi PME P 7,55%
OFI FUND RS European Eq Pstv Economy R-C 6,83%
Prévoir Pangea R 4,88%
Mandarine Optimal Value R 6,93%
Digital Stars Europe Acc 6,79%
DNB Technology 5,53%
Portzamparc PME C 5,65%
Tocqueville Megatrends C 5,34%
PALATINE PLANETE C 5,52%
Amplegest MidCaps FC 6,63%
Amplegest Midcaps AC 6,57%
G Fund – Avenir Europe 5,98%
Platinium Ariane C 5,24%
Fidelity World A-Acc-EUR 4,22%
EdRF Big Data A EUR 3,66%
ELEVA Euroland Selection R 4,97%
Ecofi Avenir Plus 5,26%
Amundi Europe Microcaps PC 5,27%
Generali Europe Mid-Caps 7,49%
Amplegest PME IC 4,75%
Quadrige Europe Midcaps 5,24%
IDAM Small France R 5,23%
CM-CIC Objectif Environnement C 4,85%
Amplegest PME AC 4,64%
C-Quadrat Europe Multicap 7,97%
Candriam Eqs L Eurp Innovt C EUR Cap 5,73%
Portzamparc Europe PME C 4,62%
DNCA Invest Archer Mid-Cap Europe B EUR 5,84%
Allianz Valeurs Durables RC 4,19%
Jupiter Financial Innovation 3,09%
HSBC SRI Euroland Equity AC 4,15%
Mandarine Opportunités R 5,65%
Amplegest Pricing Power IC 4,90%
Amplegest Pricing Power FC 4,87%
Valeur Intrinsèque P 4,12%
BDL Convictions C 4,96%
Haas Actions Croissance C 4,15%
COGEFI Chrysalide P 5,37%
Amplegest Pricing Power AC 4,78%
CM-CIC Global Leaders C 4,51%
Amplegest MidCaps IC 3,72%
Echiquier World Equity Growth A 3,93%
Amundi Actions USA ISR P C 3,50%
CPR Silver Age P A/I 4,99%
COGEFI Prospective P 5,49%
MC Convictions France 6,23%
Synchrony Swiss All Caps A CHF 4,54%
Keren Essentiels C 3,98%
EdR SICAV Euro Sust Growth A EUR 3,48%
NN Global Impact Opps 3,79%
Echiquier Positive Impact Europe A 5,15%
Dorval Manageurs R C 3,39%
Synchrony Swiss Small & Mid Caps A CHF 4,18%
ELEVA Leaders Small et Mid Cap Europe R 5,24%
Mansartis Europe C 3,44%
CANDRIAM SRI Equities EMU 4,19%
EXPORT EUROPE PALATINE R 4,18%
Comgest Growth Eurp Smlr Coms EUR Acc 3,82%
Flornoy Valeurs Familiales R 3,47%
Aviva Grandes Marques ISR A A/I 2,91%
Nouvelle Stratégie 50 2,73%
MS INVF Europe Opportunity 2,89%
GIS SRI Ageing Population 2,89%
Vega France Opportunités RC 3,67%
Sélection Action Rendement International 0,92%
M&G (Lux) Global Listed Infrastructure Fund 3,19%
Clartan Valeurs C 2,55%
Kirao Multicaps AC 3,83%
NN (L) Euro High Dividend P Cap EUR 1,36%
BNP PARIBAS développement Humain 2,13%
Martin Maurel Valeurs Humaines C EUR 2,11%
DNCA Invest Beyond Infras & Trans B EUR 4,74%
Renaissance Europe C 2,02%
COGEFI Elixir P 1,98%
BSO France P 1,89%
CM-CIC Pierre C 4,72%
Lazard Equity SRI C 0,11%
Fidelity France A-Dis-EUR 1,01%
MCA Entreprendre PME 1,74%
AAA Actions Agro Alimentaire RC 0,54%
Generali IS European Eq Rcvy D EUR Acc -0,17%
Oddo BHF Immobilier CR-EUR -0,35%
Aviva Valeurs Immobilières A A/I -0,31%

Tous les fonds

Fonds 1 mois SRRI
BNP PARIBAS ENERGY TRANSITION 17,50% 7/7
BNP PARIBAS CHINA EQUITY 19,28% 6/7
RobecoSAM Smart Energy Equities 15,37% 6/7
Templeton Asian Growth Fund N(acc)USD 16,35% 6/7
BNY Mellon Mobility Innovation Fund 16,23% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 14,26% 6/7
MS INVF Asia Opportunity 13,66% 6/7
JPMorgan Funds – US Technology Fund 6,06% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 11,52% 6/7
Echiquier Artificial Intelligence B EUR 3,79% 6/7
Europa One R 10,08% 6/7
DNB Nordic Equities 12,36% 6/7
DNCA Invest Beyond Global Leaders B EUR 10,78% 5/7
MS INVF US Growth 0,71% 6/7
BNP PARIBAS HEALTH CARE INNOVATORS 7,83% 6/7
Franklin Technology Fund 5,67% 6/7
CANDRIAM Equities L Robotics 8,22% 6/7
VONTOBEL Clean Technology 9,92% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 8,67% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 9,50% 6/7
MainFirst Global Equities Fund 6,95% 6/7
Quadrige France Smallcaps C 9,85% 6/7
Pictet-Global Environmental Opportunities-P EUR 7,24% 6/7
Fidelity Global Technology A-Dis-EUR 7,05% 6/7
Carmignac Pf Commodities A EUR Acc 7,64% 6/7
BNP Paribas Climate Impact Privl C 7,07% 6/7
BNP Paribas Climate Impact 6,95% 6/7
Erasmus Small Cap Euro R 7,55% 6/7
G Fund World (R) Evolutions 4,77% 6/7
Sycomore Eco Solutions 8,12% 5/7
Groupama Avenir Euro 6,55% 6/7
Nordea 1 - Global Climate & Envir BP EUR 6,86% 6/7
Prévoir Gestion Actions C 6,13% 6/7
QUADRIGE RENDEMENT France Midcaps 7,77% 5/7
LO Funds Global Prestige P EUR Acc 7,19% 6/7
Claresco Avenir P 7,65% 6/7
Amilton Premium Europe R 8,16% 6/7
Anthracite B 7,47% 6/7
Nova Europe A 6,61% 6/7
SLF (Lux) Equity USA R 5,36% 6/7
BNP PARIBAS Disruptive technology 4,82% 6/7
M&G (Lux) Positive Impact Fund 5,96% 6/7
CG Nouvelle Asie C 7,73% 6/7
Pictet-Global Megatrend Selection-P EUR 5,13% 6/7
Ostrum Actions Small&Mid Cap Euro RC 6,42% 5/7
Pluvalca Disruptive Opportunities A 8,09% 6/7
Sextant PME 8,59% 5/7
BNPPARIBAS AQUA CLASSIC C 7,04% 6/7
Digital Stars Europe 8,59% 6/7
Mandarine Europe Microcap R EUR 9,33% 6/7
Ecofi Enjeux Futurs 6,20% 6/7
Raymond James Microcaps A 6,57% 4/7
C-Quadrat Europe Smallcap 11,06% 6/7
C-Quadrat Global Equity ESG 4,78% 5/7
CANDRIAM Equities L Oncology Impact 3,49% 6/7
Talence Euromidcap 7,43% 6/7
R-co Valor C EUR 5,18% 6/7
Threadneedle (Lux) Global Smaller Companies 4,51% 6/7
Richelieu Family Small Cap R 7,41% 6/7
Portzamparc Entrepreneurs 7,63% 6/7
Federal Multi PME P 7,55% 6/7
OFI FUND RS European Eq Pstv Economy R-C 6,83% 6/7
Prévoir Pangea R 4,88% 6/7
Mandarine Optimal Value R 6,93% 6/7
Digital Stars Europe Acc 6,79% 6/7
DNB Technology 5,53% 6/7
Amplegest Proactif AC 4,74% 5/7
Portzamparc PME C 5,65% 6/7
Tocqueville Megatrends C 5,34% 6/7
PALATINE PLANETE C 5,52% 6/7
HMG DECOUVERTES PME - part C 7,32% 5/7
Comgest Monde C 6,15% 5/7
Aviva Flexible Emergents A 5,31% 5/7
DWS Invest Top Dividend 5,04% 5/7
Amplegest MidCaps FC 6,63% 6/7
Amplegest Midcaps AC 6,57% 6/7
G Fund – Avenir Europe 5,98% 6/7
Platinium Ariane C 5,24% 6/7
Fidelity World A-Acc-EUR 4,22% 6/7
EdRF Big Data A EUR 3,66% 6/7
AXAWF Global Optimal Income E Cap EUR 5,23% 5/7
ELEVA Euroland Selection R 4,97% 6/7
Ecofi Avenir Plus 5,26% 6/7
Constance Be World A 3,39% 5/7
Amundi Europe Microcaps PC 5,27% 6/7
Jupiter Flexible Income 4,69% 5/7
Generali Europe Mid-Caps 7,49% 6/7
Amplegest PME IC 4,75% 6/7
Quadrige Europe Midcaps 5,24% 6/7
IDAM Small France R 5,23% 6/7
CM-CIC Objectif Environnement C 4,85% 6/7
Wise 5 4,35% 5/7
Ecofi Agir pour le Climat 5,48% 5/7
Amplegest PME AC 4,64% 6/7
C-Quadrat Europe Multicap 7,97% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 5,73% 6/7
Robeco Global Consumer Trends 2,83% 5/7
Portzamparc Europe PME C 4,62% 6/7
Varenne Selection A-EUR 4,30% 5/7
Invest Latitude Equilibre 4,01% 4/7
DNCA Invest Archer Mid-Cap Europe B EUR 5,84% 6/7
Allianz Valeurs Durables RC 4,19% 6/7
Jupiter Financial Innovation 3,09% 6/7
COGEFI Flex Dynamic P 4,08% 5/7
MainFirst Absolute Return Multi Asset 3,21% 4/7
HSBC SRI Euroland Equity AC 4,15% 6/7
HMG Découvertes C 4,65% 5/7
Mandarine Opportunités R 5,65% 6/7
Amplegest Pricing Power IC 4,90% 6/7
Amplegest Pricing Power FC 4,87% 6/7
Valeur Intrinsèque P 4,12% 6/7
BDL Convictions C 4,96% 6/7
Haas Actions Croissance C 4,15% 6/7
COGEFI Chrysalide P 5,37% 6/7
Amplegest Pricing Power AC 4,78% 6/7
Synchrony Dynamic A 3,69% 5/7
CM-CIC Global Leaders C 4,51% 6/7
DWS Concept Kaldemorgen 3,15% 4/7
BGF ESG Multi-Asset 2,87% 5/7
Amplegest MidCaps IC 3,72% 6/7
Echiquier World Equity Growth A 3,93% 6/7
BNY Mellon Global Equity Inc EUR A Acc 3,16% 5/7
Axiom Equity 6,53% 7/7
Amundi Actions USA ISR P C 3,50% 6/7
CPR Silver Age P A/I 4,99% 6/7
COGEFI Prospective P 5,49% 6/7
MC Convictions France 6,23% 6/7
Synchrony Swiss All Caps A CHF 4,54% 6/7
Keren Essentiels C 3,98% 6/7
EdR SICAV Euro Sust Growth A EUR 3,48% 6/7
NN Global Impact Opps 3,79% 6/7
OFI RS Multitrack 3,01% 4/7
Echiquier Positive Impact Europe A 5,15% 6/7
Tiepolo Valeurs C 5,43% 5/7
Amplegest Long Short IC 3,45% 4/7
Amplegest Long Short AC 3,42% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,71% 4/7
Dorval Manageurs R C 3,39% 6/7
Sycomore Shared Growth R 3,21% 5/7
C-Quadrat Europe Selection 5,91% 5/7
Tikehau Global Value P 3,43% 5/7
First Eagle Amundi International AE-C 2,61% 5/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 3,67% 5/7
Betamax Europe Smart for Climate P Actions Europe 4,43% 5/7
Synchrony Swiss Small & Mid Caps A CHF 4,18% 6/7
ELEVA Leaders Small et Mid Cap Europe R 5,24% 6/7
Mansartis Europe C 3,44% 6/7
CANDRIAM SRI Equities EMU 4,19% 6/7
Sextant Autour du Monde A 4,12% 5/7
Dorval Convictions PEA RC 3,06% 5/7
Swiss Life Funds (F) - Multi Asset Growth 2,82% 4/7
Ethna-AKTIV 0,78% 4/7
Amazone Euro Fund 4,20% 5/7
CPG Oblig 1,94% 3/7
EXPORT EUROPE PALATINE R 4,18% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 3,82% 6/7
Seven European Equity Class I 2,37% 5/7
Flornoy Valeurs Familiales R 3,47% 6/7
Aviva Grandes Marques ISR A A/I 2,91% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 2,46% 5/7
CPR Croissance Réactive P 2,49% 5/7
Invesco Balanced-Risk Allc E EUR Acc 2,98% 5/7
Annapurna Alpha Europe C 2,45% 4/7
DNCA Evolutif C 2,21% 4/7
Montségur Croissance C 2,82% 5/7
Ruffer Total Return International 2,55% 4/7
Fideas Smart for Climate P Actions Eurozone ISR 3,10% /7
Montségur Rendement C 2,76% 5/7
BL Global Flexible 2,71% 4/7
Jupiter Global Ecology Diversified 2,53% 4/7
Pictet TR-Atlas-P EUR 1,88% 3/7
Lazard Patrimoine RC 2,20% 4/7
Varenne Global 2,66% 4/7
Seven Diversified Fund Class I 1,99% 4/7
Nouvelle Stratégie 50 2,73% 6/7
Bellatrix C 1,96% 4/7
MS INVF Europe Opportunity 2,89% 6/7
Ethna-DYNAMISCH 2,44% /7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,83% 4/7
Varenne Valeur A-EUR 2,42% 4/7
GIS SRI Ageing Population 2,89% 6/7
Exane Pleiade Fund 1,48% 3/7
HMG Rendement D A/I 2,67% 5/7
Vega France Opportunités RC 3,67% 6/7
QUADRIGE MULTICAPS EUROPE 2,25% 5/7
Sélection Action Rendement International 0,92% 6/7
BBM V-Flex AC 1,45% 5/7
VONTOBEL Emerging Markets Corporate Bond 1,33% 4/7
Sélection Action Rendement 2,91% 5/7
M&G (Lux) Global Listed Infrastructure Fund 3,19% 6/7
Clartan Valeurs C 2,55% 6/7
Kirao Multicaps AC 3,83% 6/7
IVO Fixed Income EUR R Acc 1,50% 5/7
Swiss Life Funds (F) - Multi Asset Balanced 1,87% 4/7
Covéa Flexible ISR C 1,81% 5/7
Pictet-Multi Asset Global Opps R EUR 1,55% 3/7
Haas Epargne Patrimoine C 1,82% 3/7
Talence Optimal AC 2,36% 5/7
NN (L) Euro High Dividend P Cap EUR 1,36% 6/7
HMG Globetrotter C 3,19% 5/7
DNCA Invest Eurose A EUR 1,72% 4/7
Echiquier Agenor SRI Mid Cap Europe A 2,59% 5/7
BNY Mellon Global Real Return Fund (EUR) 2,50% 4/7
DNCA Invest Beyond Alterosa A 1,87% 4/7
JPM Global Macro Opps A (acc) EUR 1,32% 5/7
Sextant Bond Picking 1,11% 3/7
Alterna Plus 1,10% 3/7
Echiquier ARTY A 1,95% 4/7
Arc Patrimoine C 1,42% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 1,25% 5/7
Sycomore Allocation Patrimoine R 1,48% 3/7
Oddo BHF ProActif Europe CR-EUR 1,35% 4/7
BNP PARIBAS développement Humain 2,13% 6/7
Centifolia C A/I 1,68% 5/7
CANDRIAM Risk Arbitrage 0,80% 3/7
Betamax Global P 1,86% 4/7
Clartan Evolution C 1,73% 4/7
Athymis Patrimoine P 1,38% 4/7
Sycomore [email protected] 2,39% 5/7
ELEVA Absolute Return Europe R 1,41% 4/7
Flexigestion Patrimoine 1,21% 4/7
SLF (F) Opportunité High Yield 2023 P 0,96% 4/7
Otea 1 R 1,46% 5/7
NN Patrimonial BEST 1,29% 4/7
Martin Maurel Valeurs Humaines C EUR 2,11% 6/7
Sunny Euro Stratégic Plus R 0,75% 4/7
DNCA Invest Beyond Infras & Trans B EUR 4,74% 6/7
Kirao Multicaps Alpha 1,40% 4/7
Renaissance Europe C 2,02% 6/7
BNP Paribas Target Risk Balanced Cl R 1,21% 4/7
Swiss Life Funds (F) - Multi Asset Moderate 0,99% 3/7
Axiom Optimal Fix 0,49% 3/7
CANDRIAM Absolute Return Equity Market Neutral 1,70% 7/7
Nordea 1 - Stable Return Fund 0,18% 3/7
Carmignac Patrimoine A EUR Acc 0,95% 4/7
Axiom Obligataire OPCVM 0,67% 4/7
Trusteam Optimum A 0,66% 3/7
Aviva Investors Alpha Yield I A/I 0,68% 4/7
Seven Fortress Fund : Class I -0,10% 4/7
Sanso Short Duration C 0,57% 3/7
Federal Ethi-Patrimoine A 0,82% 3/7
COGEFI Elixir P 1,98% 6/7
Federal Ethi-Patrimoine 0,79% 3/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,45% 3/7
BSO France P 1,89% 6/7
VONTOBEL TwentyFour Strategic Income Fund 0,56% 4/7
Gaspal Patrimoine R 1,50% 4/7
Salamandre Euro Rendement C 0,44% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,34% 3/7
Auris Selection Def R EUR Acc 0,37% 3/7
EdRF Income Europe A EUR 0,60% 4/7
GF Fidélité P 0,80% 3/7
CANDRIAM Patrimoine Obli Inter 0,33% 3/7
CM-CIC Pierre C 4,72% 6/7
Invest Latitude Patrimoine 0,83% 4/7
BNP Paribas perspectives CT 0,37% 3/7
M&G (Lux) Global Macro Bond Fund -0,05% 4/7
GIS Euro Corporate Short Term Bond 0,05% 3/7
CANDRIAM SRI Bonds Global HY 0,50% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 0,32% 3/7
Twenty First Capital Rendement Euro + C 0,20% 3/7
Groupama Crédit Euro ISR IC 0,02% 3/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,91% 4/7
Fidelity Patrimoine A-Acc-EUR 0,50% 4/7
CamGestion Obligations Europe Classic 0,35% 4/7
RobecoSAM Euro SDG Credits -0,11% 4/7
AIS Protect 0,56% 3/7
Lazard Equity SRI C 0,11% 6/7
Nordea 1 – Alpha 10 MA Fund -0,91% 4/7
Sextant Grand Large A 0,29% 4/7
BNY Mellon Sustainable Global Dynamic Bond Fund -0,12% 3/7
Franklin European Total Return Fund A(acc)EUR -0,06% 3/7
Gutenberg Patrimoine C 1,60% 4/7
Jupiter Dynamic Bond -0,31% 3/7
NN Green Bond -0,51% 3/7
Kirao Smallcaps 0,66% 5/7
Fidelity France A-Dis-EUR 1,01% 6/7
Legg Mason Brandywine Global Income Optimiser Fund 0,15% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -0,66% 4/7
Nordea 1 – Alpha 15 MA Fund -1,89% 5/7
MCA Entreprendre PME 1,74% 6/7
AAA Actions Agro Alimentaire RC 0,54% 6/7
CANDRIAM SRI Bonds Emerging Markets -1,32% 3/7
Generali IS European Eq Rcvy D EUR Acc -0,17% 6/7
Montbleu Etoiles 0,53% 5/7
Sofidy Selection 1 P 0,58% 5/7
Oddo BHF Immobilier CR-EUR -0,35% 6/7
Aviva Valeurs Immobilières A A/I -0,31% 6/7
Alienor Alter Euro A 0,11% /7