Tout savoir sur le P.E.R avec Pascal Lavielle, Partie 1

Le plan d'Epargne Retraite (PER) instauré par la loi PACTE s'accompagne d'une refonte de la fiscalité et des produits d'épargne/retraite. Existe-t-il un ou plusieurs PER ? Quelles sont les modalités d'alimentation ? Quel(s) régimes de fiscalité applicable(s)? Pascal Lavielle, responsable Ingénierie Patrimoniale chez BNP Paribas Cardif, se prête au jeu au jeu du Vrai/Faux pour répondre à vos interrogations.

 

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Tout savoir sur le P.E.R avec Pascal Lavielle, Partie 1

Tout savoir sur le P.E.R avec Pascal Lavielle, Partie 1

Le plan d'Epargne Retraite (PER) instauré par la loi PACTE s'accompagne d'une refonte de la fiscalité et des produits d'épargne/retraite. Existe-t-il un ou plusieurs PER ? Quelles sont les modalités d'alimentation ? Quel(s) régimes de fiscalité applicable(s)? Pascal Lavielle, responsable Ingénierie Patrimoniale chez BNP Paribas Cardif, se prête au jeu au jeu du Vrai/Faux pour répondre à vos interrogations.

 

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Pour visiter le site, cliquez ICI.

Fonds à profil de risque 4/7

Fonds YTD
Varenne Global 18,57%
Varenne Valeur A-EUR 12,75%
Swiss Life Funds (F) - Multi Asset Growth 10,34%
DNCA Evolutif C 9,56%
Annapurna Alpha Europe C 9,13%
BL Global Flexible 8,56%
Invest Latitude Equilibre 8,42%
Carmignac Portfolio Patrimoine Europe 8,08%
HELIUM INVEST 8,07%
NN Patrimonial BEST 7,92%
Nordea 1 – Alpha 10 MA Fund 7,90%
HELIUM SELECTION 7,45%
Ruffer Total Return International 6,84%
DWS Concept Kaldemorgen 6,82%
OFI RS Multitrack 6,79%
Swiss Life Funds (F) - Multi Asset Balanced 6,70%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 6,06%
Lazard Patrimoine RC 5,48%
Arc Patrimoine C 5,41%
Russell Investments Multi-Asset Growth Strategy 5,37%
Seven Diversified Fund Class I 5,30%
DNCA Invest Eurose A EUR 4,91%
SLF (F) Opportunité High Yield 2023 P 4,82%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 4,79%
Betamax Global P 4,76%
Jupiter Global Ecology Diversified 4,36%
Fidelity Patrimoine A-Acc-EUR 4,25%
Echiquier ARTY A 4,22%
Invesco Pan European High Income 4,17%
OPCI Aviva Investors Experimmo (Actions A) 4,16%
Sunny Euro Stratégic Plus R 3,86%
EdRF Income Europe A EUR 3,84%
Athymis Patrimoine P 3,81%
Axiom Obligataire OPCVM 3,76%
BNY Mellon Global Real Return Fund (EUR) 3,73%
Alienor Alter Euro A 3,62%
Swiss Life Funds (F) - Multi Asset Moderate 3,47%
Sextant Grand Large A 3,46%
Aviva Croissance Durable ISR 3,34%
Gutenberg Patrimoine C 3,07%
Flexigestion Patrimoine 2,79%
Ethna-AKTIV 2,52%
Carmignac Portfolio Emerging Patrimoine 2,45%
VONTOBEL TwentyFour Strategic Income Fund 2,33%
Carmignac Patrimoine A EUR Acc 2,16%
ELEVA Absolute Return Europe R 2,14%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,79%
CANDRIAM SRI Bonds Global HY 1,54%
DNCA Invest Beyond Alterosa A 1,34%
MainFirst Absolute Return Multi Asset 1,31%
Legg Mason Brandywine Global Income Optimiser Fund 1,17%
M&G (Lux) Global Macro Bond Fund 0,62%
Oddo BHF ProActif Europe CR-EUR 0,15%
RobecoSAM Euro SDG Credits 0,08%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,02%
Kirao Multicaps Alpha -1,56%
DPAM L Bonds Emerging Markets Sust L EUR -1,89%
Seven Fortress Fund : Class I -2,18%
CANDRIAM SRI Bonds Emerging Markets -4,00%

Fonds à profil de risque 5/7

Fonds YTD
Varenne Selection A-EUR 24,73%
HMG DECOUVERTES PME - part C 19,83%
Sélection Action Rendement 18,86%
Ostrum Actions Small&Mid Cap Euro RC 18,83%
HMG Rendement D A/I 18,53%
Tiepolo Valeurs C 16,98%
Sextant PME 16,22%
C-Quadrat Global Equity ESG 16,19%
CM-CIC Global Leaders C 14,88%
Sofidy Selection 1 P 14,62%
Echiquier Agenor SRI Mid Cap Europe A 14,34%
Sextant Autour du Monde A 14,21%
HMG Découvertes C 14,11%
COGEFI Flex Dynamic P 13,05%
Sycomore Eco Solutions 12,98%
Nordea 1 – Alpha 15 MA Fund 12,91%
First Eagle Amundi International AE-C 12,87%
DWS Invest Top Dividend 11,69%
Synchrony Dynamic A 11,49%
PRIMERUS ACTIONS MONDE 11,43%
Sycomore [email protected] 11,36%
M&G (Lux) Positive Impact Fund 10,74%
Wise 5 10,44%
Janus Henderson Balanced Fund 9,70%
Dorval Convictions PEA RC 9,28%
BGF ESG Multi-Asset 9,02%
Amplegest Proactif AC 8,97%
Robeco Global Consumer Trends 8,97%
IVO Fixed Income EUR R Acc 8,63%
Bellatrix C 8,60%
Sycomore Shared Growth R 7,41%
Ethna-DYNAMISCH 7,18%
Comgest Monde C 6,85%
BBM V-Flex AC 6,24%
Amplegest Long Short IC 5,50%
Otea 1 R 5,48%
C-Quadrat Europe Selection 5,35%
Clartan Evolution C 5,06%
Ecofi Agir pour le Climat 5,01%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,77%
Amplegest Long Short AC 4,75%
DNCA Invest Beyond Global Leaders B EUR 4,07%
CPR Invest – Croissance Réactive 3,67%
JPM Global Macro Opps A (acc) EUR 3,44%
JPMorgan Investment Funds - Global Macro Opportunities Fund 3,03%
AXAWF Global Optimal Income E Cap EUR 2,16%
Covéa Flexible ISR C 1,90%
Jupiter Flexible Income 1,32%

Fonds à profil de risque 6/7

Fonds YTD
Synchrony Swiss Small & Mid Caps A CHF 28,99%
G Fund – Avenir Europe 27,13%
G Fund World (R) Evolutions 26,05%
Prévoir Gestion Actions C 25,49%
Synchrony Swiss All Caps A CHF 24,30%
Fidelity France A-Dis-EUR 24,03%
Digital Stars Europe Acc 23,61%
ELEVA Leaders Small et Mid Cap Europe R 23,58%
BNPPARIBAS AQUA CLASSIC C 23,55%
DNB Technology 23,54%
Mandarine Europe Microcap R EUR 22,66%
Digital Stars Europe 22,34%
OFI INVEST US EQUITY 22,26%
SLF (Lux) Equity USA R 22,20%
Montbleu Etoiles 22,05%
BSO France P 21,88%
QUADRIGE RENDEMENT France Midcaps 21,70%
Groupama Avenir Euro 21,68%
Fidelity Global Technology A-Dis-EUR 21,55%
Quadrige Europe Midcaps 21,29%
CM-CIC Pierre C 20,87%
Aviva Grandes Marques ISR A A/I 20,33%
Erasmus Small Cap Euro R 20,25%
EdRF Big Data A EUR 20,22%
Europa One R 20,14%
Russell Investments World Equity Fund 20,14%
Quadrige France Smallcaps C 20,10%
EXPORT EUROPE PALATINE R 19,93%
Candriam Eqs L Eurp Innovt C EUR Cap 19,73%
MS INVF Europe Opportunity 19,72%
Amundi Actions USA ISR P C 19,67%
Russell Investments Low Carbon 19,33%
Renaissance Europe C 19,32%
Janus Henderson Horizon Global Technology Leaders Fund 19,27%
Covéa Terra A (C) 19,07%
Threadneedle Pan European ESG Equities 18,84%
Tikehau Global Value P 18,78%
DNCA Invest Archer Mid-Cap Europe B EUR 18,75%
MS INVF US Growth 18,75%
Mandarine Active R 18,70%
C-Quadrat Europe Smallcap 18,56%
ELEVA Euroland Selection R 18,29%
Lazard Equity SRI C 18,05%
Amilton Premium Europe R 17,81%
Kirao Smallcaps 17,57%
Mansartis Europe C 17,53%
Anthracite B 17,12%
MCA Entreprendre PME 17,08%
LF LUX Inflection Point Carb Imp Glb R EUR 17,05%
Haas Actions Croissance C 16,90%
Prévoir Pangea R 16,78%
Betamax Europe Smart for Climate P Actions Europe 16,72%
Nova Europe A 16,62%
Valeur Intrinsèque P 16,52%
BNP Paribas Climate Impact 16,23%
Flornoy Valeurs Familiales R 16,15%
Ecofi Enjeux Futurs 16,12%
Claresco USA 16,12%
GIS SRI Ageing Population 16,11%
BDL Convictions 16,07%
Platinium Ariane C 15,95%
BNP PARIBAS Disruptive technology 15,86%
CANDRIAM SRI Equities EMU 15,69%
Constance Be World A 15,69%
Fideas Smart for Climate P Actions Eurozone ISR 15,53%
M&G (Lux) Global Listed Infrastructure Fund 15,44%
Fidelity World A-Acc-EUR 15,37%
QUADRIGE MULTICAPS EUROPE 15,36%
Seven European Equity Class I 15,19%
Generali Europe Mid-Caps 15,19%
Seven UCITS Seven European Eqty Fd EUR-R 15,00%
EdR SICAV Euro Sust Growth A EUR 14,99%
Allianz Valeurs Durables RC 14,94%
Capital Group New Perspective Fund (LUX) 14,91%
Federal Multi PME P 14,87%
BDL Transition 14,76%
MC Convictions France 14,74%
Janus Henderson Horizon Global Sustainable Equity Fund 14,60%
Vega France Opportunités RC 14,40%
C-Quadrat Europe Multicap 13,96%
Sélection Action Rendement International 13,90%
Oddo BHF Immobilier CR-EUR 13,83%
BNY Mellon Mobility Innovation Fund 13,81%
Nouvelle Stratégie 50 13,80%
Centifolia C A/I 13,73%
Threadneedle (Lux) Global Smaller Companies 13,69%
HSBC SRI Euroland Equity AC 13,51%
Richelieu Family Small Cap R 13,41%
Pictet-Global Megatrend Selection-P EUR 13,41%
Amplegest PME AC 13,34%
PALATINE PLANETE C 13,32%
Martin Maurel Valeurs Humaines C EUR 13,26%
RobecoSAM Smart Energy Equities 13,18%
MainFirst Global Equities Fund 13,18%
VONTOBEL Clean Technology 13,12%
OFI RS EQUITY CLIMATE 12,89%
CM-CIC Objectif Environnement C 12,33%
AAA Actions Agro Alimentaire RC 12,32%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 12,31%
JPMorgan Funds – US Technology Fund 12,23%
COGEFI Prospective P 12,16%
Claresco Avenir P 12,11%
Covéa Ruptures A (C) 11,84%
Kirao Multicaps AC 11,76%
Keren Essentiels C 11,70%
Amplegest PME IC 11,70%
Amplegest MidCaps IC 11,51%
Amplegest Pricing Power IC 11,49%
COGEFI Elixir P 11,22%
LO Funds Global Prestige P EUR Acc 11,16%
BNP PARIBAS HEALTH CARE INNOVATORS 11,16%
Amplegest MidCaps FC 11,13%
NN Global Impact Opps 11,13%
Pictet-Global Environmental Opportunities-P EUR 11,10%
CPR Invest – Climate Action 11,08%
Talence Euromidcap 10,95%
Tocqueville Megatrends C 10,93%
Echiquier Positive Impact Europe A 10,78%
R-co Valor C EUR 10,49%
Amplegest Pricing Power FC 10,47%
Portzamparc PME C 10,39%
Montségur Croissance C 10,37%
DNB Nordic Equities 10,13%
Amplegest Midcaps AC 9,78%
Amplegest Pricing Power AC 9,70%
Candriam SRI Equity Em Mkts C EUR Acc 9,65%
Dorval Manageurs R C 9,60%
CANDRIAM Equities L Robotics 9,51%
OFI RS ACT4 POSITIVE ECONOMY 8,77%
Ecofi Avenir Plus 8,74%
Amundi Europe Microcaps PC 8,67%
Montségur Rendement C 7,73%
Pluvalca Disruptive Opportunities A 7,61%
Jupiter Financial Innovation 7,25%
IDAM Small France R 7,09%
Clartan Valeurs C 7,08%
Portzamparc Entrepreneurs 6,87%
Echiquier World Equity Growth A 6,24%
CPR Invest – Global Disruptive Opportunities 5,98%
VONTOBEL mtx Sustainable Emerging Markets Leaders 4,36%
COGEFI Chrysalide P 4,14%
DNCA Invest Beyond Infras & Trans B EUR 3,67%
Janus Henderson Global Life Sciences Fund 2,44%
Echiquier Artificial Intelligence B EUR 2,13%
CANDRIAM Equities L Oncology Impact 0,11%
Russell Investments China Equity Fund -3,33%
Claresco Innovation -4,37%
BNP PARIBAS CHINA EQUITY -6,42%
CG Nouvelle Asie C -9,60%
Franklin Technology Fund 0,00%
Janus Henderson Horizon Biotechnology Fund 0,00%
Invesco Global Consumer Trends 0,00%
Invesco Asia Consumer Demand 0,00%
MS INVF Asia Opportunity 0,00%

Tous les fonds

Fonds YTD SRRI
Axiom Equity 31,67% 7/7
Synchrony Swiss Small & Mid Caps A CHF 28,99% 6/7
G Fund – Avenir Europe 27,13% 6/7
G Fund World (R) Evolutions 26,05% 6/7
Prévoir Gestion Actions C 25,49% 6/7
Varenne Selection A-EUR 24,73% 5/7
Synchrony Swiss All Caps A CHF 24,30% 6/7
Fidelity France A-Dis-EUR 24,03% 6/7
Digital Stars Europe Acc 23,61% 6/7
ELEVA Leaders Small et Mid Cap Europe R 23,58% 6/7
BNPPARIBAS AQUA CLASSIC C 23,55% 6/7
DNB Technology 23,54% 6/7
Mandarine Europe Microcap R EUR 22,66% 6/7
Digital Stars Europe 22,34% 6/7
OFI INVEST US EQUITY 22,26% 6/7
SLF (Lux) Equity USA R 22,20% 6/7
Montbleu Etoiles 22,05% 6/7
BSO France P 21,88% 6/7
QUADRIGE RENDEMENT France Midcaps 21,70% 6/7
Groupama Avenir Euro 21,68% 6/7
Fidelity Global Technology A-Dis-EUR 21,55% 6/7
Quadrige Europe Midcaps 21,29% 6/7
CM-CIC Pierre C 20,87% 6/7
Aviva Grandes Marques ISR A A/I 20,33% 6/7
Erasmus Small Cap Euro R 20,25% 6/7
EdRF Big Data A EUR 20,22% 6/7
Europa One R 20,14% 6/7
Russell Investments World Equity Fund 20,14% 6/7
Quadrige France Smallcaps C 20,10% 6/7
EXPORT EUROPE PALATINE R 19,93% 6/7
HMG DECOUVERTES PME - part C 19,83% 5/7
Candriam Eqs L Eurp Innovt C EUR Cap 19,73% 6/7
MS INVF Europe Opportunity 19,72% 6/7
Amundi Actions USA ISR P C 19,67% 6/7
Russell Investments Low Carbon 19,33% 6/7
Amazone Euro Fund 19,33% /7
Renaissance Europe C 19,32% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 19,27% 6/7
Covéa Terra A (C) 19,07% 6/7
Sélection Action Rendement 18,86% 5/7
Threadneedle Pan European ESG Equities 18,84% 6/7
Ostrum Actions Small&Mid Cap Euro RC 18,83% 5/7
Tikehau Global Value P 18,78% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 18,75% 6/7
MS INVF US Growth 18,75% 6/7
Mandarine Active R 18,70% 6/7
Varenne Global 18,57% 4/7
C-Quadrat Europe Smallcap 18,56% 6/7
HMG Rendement D A/I 18,53% 5/7
ELEVA Euroland Selection R 18,29% 6/7
Lazard Equity SRI C 18,05% 6/7
Amilton Premium Europe R 17,81% 6/7
Kirao Smallcaps 17,57% 6/7
Mansartis Europe C 17,53% 6/7
Anthracite B 17,12% 6/7
MCA Entreprendre PME 17,08% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 17,05% 6/7
Tiepolo Valeurs C 16,98% 5/7
Haas Actions Croissance C 16,90% 6/7
Prévoir Pangea R 16,78% 6/7
Betamax Europe Smart for Climate P Actions Europe 16,72% 6/7
Nova Europe A 16,62% 6/7
Valeur Intrinsèque P 16,52% 6/7
BNP Paribas Climate Impact 16,23% 6/7
Sextant PME 16,22% 5/7
C-Quadrat Global Equity ESG 16,19% 5/7
Flornoy Valeurs Familiales R 16,15% 6/7
Ecofi Enjeux Futurs 16,12% 6/7
Claresco USA 16,12% 6/7
GIS SRI Ageing Population 16,11% 6/7
BDL Convictions 16,07% 6/7
Platinium Ariane C 15,95% 6/7
BNP PARIBAS Disruptive technology 15,86% 6/7
CANDRIAM SRI Equities EMU 15,69% 6/7
Constance Be World A 15,69% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 15,53% 6/7
M&G (Lux) Global Listed Infrastructure Fund 15,44% 6/7
Fidelity World A-Acc-EUR 15,37% 6/7
QUADRIGE MULTICAPS EUROPE 15,36% 6/7
Seven European Equity Class I 15,19% 6/7
Generali Europe Mid-Caps 15,19% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 15,00% 6/7
EdR SICAV Euro Sust Growth A EUR 14,99% 6/7
Allianz Valeurs Durables RC 14,94% 6/7
Capital Group New Perspective Fund (LUX) 14,91% 6/7
CM-CIC Global Leaders C 14,88% 5/7
Federal Multi PME P 14,87% 6/7
Vatel Flexible C 14,79% 3/7
BDL Transition 14,76% 6/7
MC Convictions France 14,74% 6/7
Sofidy Selection 1 P 14,62% 5/7
Janus Henderson Horizon Global Sustainable Equity Fund 14,60% 6/7
Vega France Opportunités RC 14,40% 6/7
Echiquier Agenor SRI Mid Cap Europe A 14,34% 5/7
Sextant Autour du Monde A 14,21% 5/7
HMG Découvertes C 14,11% 5/7
C-Quadrat Europe Multicap 13,96% 6/7
Sélection Action Rendement International 13,90% 6/7
Oddo BHF Immobilier CR-EUR 13,83% 6/7
BNY Mellon Mobility Innovation Fund 13,81% 6/7
Nouvelle Stratégie 50 13,80% 6/7
Centifolia C A/I 13,73% 6/7
Threadneedle (Lux) Global Smaller Companies 13,69% 6/7
HSBC SRI Euroland Equity AC 13,51% 6/7
Richelieu Family Small Cap R 13,41% 6/7
Pictet-Global Megatrend Selection-P EUR 13,41% 6/7
Amplegest PME AC 13,34% 6/7
PALATINE PLANETE C 13,32% 6/7
Martin Maurel Valeurs Humaines C EUR 13,26% 6/7
RobecoSAM Smart Energy Equities 13,18% 6/7
MainFirst Global Equities Fund 13,18% 6/7
VONTOBEL Clean Technology 13,12% 6/7
COGEFI Flex Dynamic P 13,05% 5/7
Sycomore Eco Solutions 12,98% 5/7
Nordea 1 – Alpha 15 MA Fund 12,91% 5/7
OFI RS EQUITY CLIMATE 12,89% 6/7
First Eagle Amundi International AE-C 12,87% 5/7
Varenne Valeur A-EUR 12,75% 4/7
CM-CIC Objectif Environnement C 12,33% 6/7
AAA Actions Agro Alimentaire RC 12,32% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 12,31% 6/7
JPMorgan Funds – US Technology Fund 12,23% 6/7
COGEFI Prospective P 12,16% 6/7
Claresco Avenir P 12,11% 6/7
Covéa Ruptures A (C) 11,84% 6/7
Kirao Multicaps AC 11,76% 6/7
Keren Essentiels C 11,70% 6/7
Amplegest PME IC 11,70% 6/7
DWS Invest Top Dividend 11,69% 5/7
Amplegest MidCaps IC 11,51% 6/7
Amplegest Pricing Power IC 11,49% 6/7
Synchrony Dynamic A 11,49% 5/7
PRIMERUS ACTIONS MONDE 11,43% 5/7
Sycomore [email protected] 11,36% 5/7
COGEFI Elixir P 11,22% 6/7
LO Funds Global Prestige P EUR Acc 11,16% 6/7
BNP PARIBAS HEALTH CARE INNOVATORS 11,16% 6/7
Amplegest MidCaps FC 11,13% 6/7
NN Global Impact Opps 11,13% 6/7
Pictet-Global Environmental Opportunities-P EUR 11,10% 6/7
CPR Invest – Climate Action 11,08% 6/7
Talence Euromidcap 10,95% 6/7
Tocqueville Megatrends C 10,93% 6/7
Echiquier Positive Impact Europe A 10,78% 6/7
M&G (Lux) Positive Impact Fund 10,74% 5/7
R-co Valor C EUR 10,49% 6/7
Amplegest Pricing Power FC 10,47% 6/7
Wise 5 10,44% 5/7
Portzamparc PME C 10,39% 6/7
Montségur Croissance C 10,37% 6/7
Swiss Life Funds (F) - Multi Asset Growth 10,34% 4/7
DNB Nordic Equities 10,13% 6/7
Amplegest Midcaps AC 9,78% 6/7
Amplegest Pricing Power AC 9,70% 6/7
Janus Henderson Balanced Fund 9,70% 5/7
Candriam SRI Equity Em Mkts C EUR Acc 9,65% 6/7
Dorval Manageurs R C 9,60% 6/7
AIS Protect 9,57% 3/7
DNCA Evolutif C 9,56% 4/7
CANDRIAM Equities L Robotics 9,51% 6/7
Dorval Convictions PEA RC 9,28% 5/7
Annapurna Alpha Europe C 9,13% 4/7
BGF ESG Multi-Asset 9,02% 5/7
Amplegest Proactif AC 8,97% 5/7
Robeco Global Consumer Trends 8,97% 5/7
OFI RS ACT4 POSITIVE ECONOMY 8,77% 6/7
Ecofi Avenir Plus 8,74% 6/7
Amundi Europe Microcaps PC 8,67% 6/7
IVO Fixed Income EUR R Acc 8,63% 5/7
Bellatrix C 8,60% 5/7
Nordea 1 - Stable Return Fund 8,59% 3/7
BL Global Flexible 8,56% 4/7
Invest Latitude Equilibre 8,42% 4/7
Carmignac Portfolio Patrimoine Europe 8,08% 4/7
HELIUM INVEST 8,07% 4/7
NN Patrimonial BEST 7,92% 4/7
Nordea 1 – Alpha 10 MA Fund 7,90% 4/7
Montségur Rendement C 7,73% 6/7
Pluvalca Disruptive Opportunities A 7,61% 6/7
HELIUM SELECTION 7,45% 4/7
Sycomore Shared Growth R 7,41% 5/7
Jupiter Financial Innovation 7,25% 6/7
Ethna-DYNAMISCH 7,18% 5/7
IDAM Small France R 7,09% 6/7
Clartan Valeurs C 7,08% 6/7
Portzamparc Entrepreneurs 6,87% 6/7
Comgest Monde C 6,85% 5/7
Ruffer Total Return International 6,84% 4/7
DWS Concept Kaldemorgen 6,82% 4/7
OFI RS Multitrack 6,79% 4/7
Swiss Life Funds (F) - Multi Asset Balanced 6,70% 4/7
Echiquier World Equity Growth A 6,24% 6/7
BBM V-Flex AC 6,24% 5/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 6,06% 4/7
CPR Invest – Global Disruptive Opportunities 5,98% 6/7
Sextant Bond Picking 5,61% 3/7
CANDRIAM Absolute Return Equity Market Neutral 5,56% 7/7
Amplegest Long Short IC 5,50% 5/7
Lazard Patrimoine RC 5,48% 4/7
Otea 1 R 5,48% 5/7
OMNIBOND 5,43% 3/7
Arc Patrimoine C 5,41% 4/7
Russell Investments Multi-Asset Growth Strategy 5,37% 4/7
C-Quadrat Europe Selection 5,35% 5/7
Seven Diversified Fund Class I 5,30% 4/7
Clartan Evolution C 5,06% 5/7
Ecofi Agir pour le Climat 5,01% 5/7
DNCA Invest Eurose A EUR 4,91% 4/7
SLF (F) Opportunité High Yield 2023 P 4,82% 4/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 4,79% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 4,77% 5/7
Betamax Global P 4,76% 4/7
Amplegest Long Short AC 4,75% 5/7
Pictet TR-Atlas-P EUR 4,71% 3/7
Jupiter Global Ecology Diversified 4,36% 4/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 4,36% 6/7
Fidelity Patrimoine A-Acc-EUR 4,25% 4/7
Echiquier ARTY A 4,22% 4/7
Invesco Pan European High Income 4,17% 4/7
OPCI Aviva Investors Experimmo (Actions A) 4,16% 4/7
COGEFI Chrysalide P 4,14% 6/7
DNCA Invest Beyond Global Leaders B EUR 4,07% 5/7
Haas Epargne Patrimoine C 3,95% 3/7
HELIUM FUND 3,88% 3/7
Sunny Euro Stratégic Plus R 3,86% 4/7
EdRF Income Europe A EUR 3,84% 4/7
Athymis Patrimoine P 3,81% 4/7
Alterna Plus 3,77% 3/7
Axiom Obligataire OPCVM 3,76% 4/7
BNY Mellon Global Real Return Fund (EUR) 3,73% 4/7
DNCA Invest Beyond Infras & Trans B EUR 3,67% 6/7
CPR Invest – Croissance Réactive 3,67% 5/7
Alienor Alter Euro A 3,62% 4/7
Swiss Life Funds (F) - Multi Asset Moderate 3,47% 4/7
Sextant Grand Large A 3,46% 4/7
JPM Global Macro Opps A (acc) EUR 3,44% 5/7
Aviva Croissance Durable ISR 3,34% 4/7
Sycomore Allocation Patrimoine R 3,33% 3/7
Gutenberg Patrimoine C 3,07% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 3,03% 5/7
Federal Ethi-Patrimoine A 2,95% 3/7
Invest Latitude Patrimoine 2,89% 3/7
Flexigestion Patrimoine 2,79% 4/7
Federal Ethi-Patrimoine 2,66% 3/7
Sanso Short Duration C 2,55% 3/7
Pictet-Multi Asset Global Opps R EUR 2,55% 3/7
Trusteam Optimum A 2,53% 3/7
Ethna-AKTIV 2,52% 4/7
Carmignac Portfolio Emerging Patrimoine 2,45% 4/7
Janus Henderson Global Life Sciences Fund 2,44% 6/7
VONTOBEL TwentyFour Strategic Income Fund 2,33% 4/7
AXAWF Global Optimal Income E Cap EUR 2,16% 5/7
Carmignac Patrimoine A EUR Acc 2,16% 4/7
ELEVA Absolute Return Europe R 2,14% 4/7
Echiquier Artificial Intelligence B EUR 2,13% 6/7
Covéa Flexible ISR C 1,90% 5/7
Auris Selection Def R EUR Acc 1,87% 3/7
Clartan Patrimoine C 1,85% 3/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,79% 4/7
Axiom Optimal Fix 1,70% 3/7
CANDRIAM SRI Bonds Global HY 1,54% 4/7
DNCA Invest Beyond Alterosa A 1,34% 4/7
Jupiter Flexible Income 1,32% 5/7
MainFirst Absolute Return Multi Asset 1,31% 4/7
Dôm Reflex 1,19% 3/7
Jupiter Dynamic Bond 1,18% 3/7
Legg Mason Brandywine Global Income Optimiser Fund 1,17% 4/7
CANDRIAM Risk Arbitrage 1,09% 3/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,96% 3/7
Twenty First Capital Rendement Euro + C 0,74% /7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 0,66% 3/7
M&G (Lux) Global Macro Bond Fund 0,62% 4/7
Groupama Crédit Euro ISR IC 0,44% 3/7
CANDRIAM Patrimoine Obli Inter 0,41% 3/7
Oddo BHF ProActif Europe CR-EUR 0,15% 4/7
CANDRIAM Equities L Oncology Impact 0,11% 6/7
RobecoSAM Euro SDG Credits 0,08% 4/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 0,02% 4/7
GIS Euro Corporate Short Term Bond -0,05% 3/7
BNP PARIBAS ENERGY TRANSITION -0,57% 7/7
NN Green Bond -0,87% 3/7
BNY Mellon Sustainable Global Dynamic Bond Fund -1,15% 3/7
Kirao Multicaps Alpha -1,56% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -1,89% 4/7
Exane Pleiade Fund -2,02% 3/7
Seven Fortress Fund : Class I -2,18% 4/7
Russell Investments China Equity Fund -3,33% 6/7
CANDRIAM SRI Bonds Emerging Markets -4,00% 4/7
Claresco Innovation -4,37% 6/7
BNP PARIBAS CHINA EQUITY -6,42% 6/7
CG Nouvelle Asie C -9,60% 6/7
Franklin Technology Fund 0,00% 6/7
Janus Henderson Horizon Biotechnology Fund 0,00% 6/7
Invesco Global Consumer Trends 0,00% 6/7
Invesco Asia Consumer Demand 0,00% 6/7
MS INVF Asia Opportunity 0,00% 6/7

Fonds à profil de risque 4/7

Fonds 1 mois
Varenne Global 2,49%
Varenne Valeur A-EUR 0,65%
Swiss Life Funds (F) - Multi Asset Growth 1,02%
DNCA Evolutif C 1,93%
Annapurna Alpha Europe C 1,91%
BL Global Flexible 0,87%
Invest Latitude Equilibre 0,69%
Carmignac Portfolio Patrimoine Europe 0,91%
HELIUM INVEST 0,47%
NN Patrimonial BEST 1,27%
Nordea 1 – Alpha 10 MA Fund 3,42%
HELIUM SELECTION 0,20%
Ruffer Total Return International -0,92%
DWS Concept Kaldemorgen 0,55%
OFI RS Multitrack 0,87%
Swiss Life Funds (F) - Multi Asset Balanced 1,21%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,89%
Lazard Patrimoine RC -0,13%
Arc Patrimoine C 0,67%
Russell Investments Multi-Asset Growth Strategy 0,80%
Seven Diversified Fund Class I 1,19%
DNCA Invest Eurose A EUR 0,32%
SLF (F) Opportunité High Yield 2023 P -0,05%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,40%
Betamax Global P 0,78%
Jupiter Global Ecology Diversified 2,22%
Fidelity Patrimoine A-Acc-EUR -0,16%
Echiquier ARTY A 0,30%
Invesco Pan European High Income 0,29%
OPCI Aviva Investors Experimmo (Actions A) 2,13%
Sunny Euro Stratégic Plus R 0,32%
EdRF Income Europe A EUR 0,19%
Athymis Patrimoine P 0,27%
Axiom Obligataire OPCVM 0,34%
BNY Mellon Global Real Return Fund (EUR) -0,31%
Alienor Alter Euro A 0,77%
Swiss Life Funds (F) - Multi Asset Moderate 1,11%
Sextant Grand Large A -0,84%
Aviva Croissance Durable ISR 0,93%
Gutenberg Patrimoine C 0,67%
Flexigestion Patrimoine 0,40%
Ethna-AKTIV 1,05%
Carmignac Portfolio Emerging Patrimoine -1,28%
VONTOBEL TwentyFour Strategic Income Fund 0,25%
Carmignac Patrimoine A EUR Acc -1,28%
ELEVA Absolute Return Europe R 0,62%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,99%
CANDRIAM SRI Bonds Global HY 0,46%
DNCA Invest Beyond Alterosa A 0,80%
MainFirst Absolute Return Multi Asset -0,02%
Legg Mason Brandywine Global Income Optimiser Fund 0,27%
M&G (Lux) Global Macro Bond Fund 1,68%
Oddo BHF ProActif Europe CR-EUR -0,30%
RobecoSAM Euro SDG Credits 1,04%
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,16%
Kirao Multicaps Alpha -0,51%
DPAM L Bonds Emerging Markets Sust L EUR -0,69%
Seven Fortress Fund : Class I 0,15%
CANDRIAM SRI Bonds Emerging Markets -0,45%

Fonds à profil de risque 5/7

Fonds 1 mois
Varenne Selection A-EUR 2,32%
HMG DECOUVERTES PME - part C 1,00%
Sélection Action Rendement 4,60%
Ostrum Actions Small&Mid Cap Euro RC 2,75%
HMG Rendement D A/I -0,07%
Tiepolo Valeurs C 3,69%
Sextant PME 0,27%
C-Quadrat Global Equity ESG 4,31%
CM-CIC Global Leaders C 2,17%
Sofidy Selection 1 P 5,02%
Echiquier Agenor SRI Mid Cap Europe A 4,75%
Sextant Autour du Monde A -0,22%
HMG Découvertes C -1,25%
COGEFI Flex Dynamic P 2,85%
Sycomore Eco Solutions 2,45%
Nordea 1 – Alpha 15 MA Fund 7,18%
First Eagle Amundi International AE-C 0,95%
DWS Invest Top Dividend 1,06%
Synchrony Dynamic A 0,86%
PRIMERUS ACTIONS MONDE 1,38%
Sycomore [email protected] 0,95%
M&G (Lux) Positive Impact Fund 2,73%
Wise 5 -0,29%
Janus Henderson Balanced Fund 2,56%
Dorval Convictions PEA RC 0,00%
BGF ESG Multi-Asset 1,51%
Amplegest Proactif AC 1,47%
Robeco Global Consumer Trends -0,10%
IVO Fixed Income EUR R Acc 0,60%
Bellatrix C -0,85%
Sycomore Shared Growth R 0,30%
Ethna-DYNAMISCH 0,33%
Comgest Monde C 0,01%
BBM V-Flex AC -0,31%
Amplegest Long Short IC 0,33%
Otea 1 R -0,49%
C-Quadrat Europe Selection 0,00%
Clartan Evolution C -1,14%
Ecofi Agir pour le Climat 2,28%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -0,18%
Amplegest Long Short AC -0,47%
DNCA Invest Beyond Global Leaders B EUR -1,05%
CPR Invest – Croissance Réactive -0,40%
JPM Global Macro Opps A (acc) EUR -0,34%
JPMorgan Investment Funds - Global Macro Opportunities Fund -0,40%
AXAWF Global Optimal Income E Cap EUR -2,63%
Covéa Flexible ISR C 0,96%
Jupiter Flexible Income -2,07%

Fonds à profil de risque 6/7

Fonds 1 mois
Synchrony Swiss Small & Mid Caps A CHF 7,81%
G Fund – Avenir Europe 7,89%
G Fund World (R) Evolutions 5,41%
Prévoir Gestion Actions C 5,03%
Synchrony Swiss All Caps A CHF 5,31%
Fidelity France A-Dis-EUR 1,00%
Digital Stars Europe Acc 2,95%
ELEVA Leaders Small et Mid Cap Europe R 5,57%
BNPPARIBAS AQUA CLASSIC C 5,35%
DNB Technology 1,95%
Mandarine Europe Microcap R EUR 1,91%
Digital Stars Europe 1,50%
OFI INVEST US EQUITY 3,02%
SLF (Lux) Equity USA R 4,37%
Montbleu Etoiles 1,78%
BSO France P 2,50%
QUADRIGE RENDEMENT France Midcaps 0,27%
Groupama Avenir Euro 4,84%
Fidelity Global Technology A-Dis-EUR 1,54%
Quadrige Europe Midcaps -3,91%
CM-CIC Pierre C 2,92%
Aviva Grandes Marques ISR A A/I 3,40%
Erasmus Small Cap Euro R 1,43%
EdRF Big Data A EUR 0,27%
Europa One R 0,35%
Russell Investments World Equity Fund 2,02%
Quadrige France Smallcaps C -1,28%
EXPORT EUROPE PALATINE R 2,05%
Candriam Eqs L Eurp Innovt C EUR Cap 4,41%
MS INVF Europe Opportunity 2,55%
Amundi Actions USA ISR P C 3,31%
Russell Investments Low Carbon 2,96%
Renaissance Europe C 2,85%
Janus Henderson Horizon Global Technology Leaders Fund 3,63%
Covéa Terra A (C) 2,66%
Threadneedle Pan European ESG Equities 1,72%
Tikehau Global Value P 2,21%
DNCA Invest Archer Mid-Cap Europe B EUR 3,74%
MS INVF US Growth 1,42%
Mandarine Active R 3,07%
C-Quadrat Europe Smallcap 4,16%
ELEVA Euroland Selection R 2,69%
Lazard Equity SRI C -0,16%
Amilton Premium Europe R 3,16%
Kirao Smallcaps 2,27%
Mansartis Europe C 0,81%
Anthracite B 1,16%
MCA Entreprendre PME -0,55%
LF LUX Inflection Point Carb Imp Glb R EUR 1,78%
Haas Actions Croissance C 1,48%
Prévoir Pangea R 2,74%
Betamax Europe Smart for Climate P Actions Europe 0,65%
Nova Europe A 2,18%
Valeur Intrinsèque P -1,51%
BNP Paribas Climate Impact 3,08%
Flornoy Valeurs Familiales R 2,37%
Ecofi Enjeux Futurs 3,82%
Claresco USA 4,01%
GIS SRI Ageing Population 1,28%
BDL Convictions -2,13%
Platinium Ariane C 3,86%
BNP PARIBAS Disruptive technology 4,05%
CANDRIAM SRI Equities EMU 1,11%
Constance Be World A 2,38%
Fideas Smart for Climate P Actions Eurozone ISR 1,34%
M&G (Lux) Global Listed Infrastructure Fund 1,50%
Fidelity World A-Acc-EUR 3,58%
QUADRIGE MULTICAPS EUROPE -1,85%
Seven European Equity Class I 3,21%
Generali Europe Mid-Caps 2,47%
Seven UCITS Seven European Eqty Fd EUR-R 3,00%
EdR SICAV Euro Sust Growth A EUR 2,75%
Allianz Valeurs Durables RC 0,15%
Capital Group New Perspective Fund (LUX) 1,35%
Federal Multi PME P 1,17%
BDL Transition 1,22%
MC Convictions France 6,29%
Janus Henderson Horizon Global Sustainable Equity Fund 1,47%
Vega France Opportunités RC -2,21%
C-Quadrat Europe Multicap 1,23%
Sélection Action Rendement International 4,34%
Oddo BHF Immobilier CR-EUR 4,42%
BNY Mellon Mobility Innovation Fund -1,30%
Nouvelle Stratégie 50 0,84%
Centifolia C A/I 0,33%
Threadneedle (Lux) Global Smaller Companies 3,57%
HSBC SRI Euroland Equity AC -2,17%
Richelieu Family Small Cap R 0,35%
Pictet-Global Megatrend Selection-P EUR 0,72%
Amplegest PME AC 3,05%
PALATINE PLANETE C 3,12%
Martin Maurel Valeurs Humaines C EUR -0,38%
RobecoSAM Smart Energy Equities 0,04%
MainFirst Global Equities Fund 3,66%
VONTOBEL Clean Technology 2,85%
OFI RS EQUITY CLIMATE 0,97%
CM-CIC Objectif Environnement C 1,57%
AAA Actions Agro Alimentaire RC 0,59%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 1,55%
JPMorgan Funds – US Technology Fund 0,39%
COGEFI Prospective P 1,10%
Claresco Avenir P 1,61%
Covéa Ruptures A (C) 2,49%
Kirao Multicaps AC -0,08%
Keren Essentiels C 0,63%
Amplegest PME IC 1,14%
Amplegest MidCaps IC 2,55%
Amplegest Pricing Power IC -0,38%
COGEFI Elixir P 0,95%
LO Funds Global Prestige P EUR Acc 1,69%
BNP PARIBAS HEALTH CARE INNOVATORS 0,42%
Amplegest MidCaps FC 2,50%
NN Global Impact Opps 3,03%
Pictet-Global Environmental Opportunities-P EUR 1,25%
CPR Invest – Climate Action 0,50%
Talence Euromidcap 1,43%
Tocqueville Megatrends C 1,01%
Echiquier Positive Impact Europe A 1,84%
R-co Valor C EUR -2,46%
Amplegest Pricing Power FC -0,96%
Portzamparc PME C 0,09%
Montségur Croissance C -1,45%
DNB Nordic Equities 3,31%
Amplegest Midcaps AC 3,58%
Amplegest Pricing Power AC -1,71%
Candriam SRI Equity Em Mkts C EUR Acc -3,22%
Dorval Manageurs R C 0,08%
CANDRIAM Equities L Robotics 0,87%
OFI RS ACT4 POSITIVE ECONOMY 0,10%
Ecofi Avenir Plus 2,20%
Amundi Europe Microcaps PC -0,22%
Montségur Rendement C -3,60%
Pluvalca Disruptive Opportunities A 2,89%
Jupiter Financial Innovation 2,22%
IDAM Small France R 0,10%
Clartan Valeurs C -2,92%
Portzamparc Entrepreneurs 2,50%
Echiquier World Equity Growth A 1,71%
CPR Invest – Global Disruptive Opportunities -0,33%
VONTOBEL mtx Sustainable Emerging Markets Leaders -0,80%
COGEFI Chrysalide P 1,06%
DNCA Invest Beyond Infras & Trans B EUR 0,92%
Janus Henderson Global Life Sciences Fund -0,39%
Echiquier Artificial Intelligence B EUR -2,89%
CANDRIAM Equities L Oncology Impact -1,64%
Russell Investments China Equity Fund -10,82%
Claresco Innovation -6,63%
BNP PARIBAS CHINA EQUITY -12,53%
CG Nouvelle Asie C -10,50%
Franklin Technology Fund 0,00%
Janus Henderson Horizon Biotechnology Fund 0,00%
Invesco Global Consumer Trends 0,00%
Invesco Asia Consumer Demand 0,00%
MS INVF Asia Opportunity 0,00%

Tous les fonds

Fonds 1 mois SRRI
Axiom Equity -2,37% 7/7
Synchrony Swiss Small & Mid Caps A CHF 7,81% 6/7
G Fund – Avenir Europe 7,89% 6/7
G Fund World (R) Evolutions 5,41% 6/7
Prévoir Gestion Actions C 5,03% 6/7
Varenne Selection A-EUR 2,32% 5/7
Synchrony Swiss All Caps A CHF 5,31% 6/7
Fidelity France A-Dis-EUR 1,00% 6/7
Digital Stars Europe Acc 2,95% 6/7
ELEVA Leaders Small et Mid Cap Europe R 5,57% 6/7
BNPPARIBAS AQUA CLASSIC C 5,35% 6/7
DNB Technology 1,95% 6/7
Mandarine Europe Microcap R EUR 1,91% 6/7
Digital Stars Europe 1,50% 6/7
OFI INVEST US EQUITY 3,02% 6/7
SLF (Lux) Equity USA R 4,37% 6/7
Montbleu Etoiles 1,78% 6/7
BSO France P 2,50% 6/7
QUADRIGE RENDEMENT France Midcaps 0,27% 6/7
Groupama Avenir Euro 4,84% 6/7
Fidelity Global Technology A-Dis-EUR 1,54% 6/7
Quadrige Europe Midcaps -3,91% 6/7
CM-CIC Pierre C 2,92% 6/7
Aviva Grandes Marques ISR A A/I 3,40% 6/7
Erasmus Small Cap Euro R 1,43% 6/7
EdRF Big Data A EUR 0,27% 6/7
Europa One R 0,35% 6/7
Russell Investments World Equity Fund 2,02% 6/7
Quadrige France Smallcaps C -1,28% 6/7
EXPORT EUROPE PALATINE R 2,05% 6/7
HMG DECOUVERTES PME - part C 1,00% 5/7
Candriam Eqs L Eurp Innovt C EUR Cap 4,41% 6/7
MS INVF Europe Opportunity 2,55% 6/7
Amundi Actions USA ISR P C 3,31% 6/7
Russell Investments Low Carbon 2,96% 6/7
Amazone Euro Fund 0,90% /7
Renaissance Europe C 2,85% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 3,63% 6/7
Covéa Terra A (C) 2,66% 6/7
Sélection Action Rendement 4,60% 5/7
Threadneedle Pan European ESG Equities 1,72% 6/7
Ostrum Actions Small&Mid Cap Euro RC 2,75% 5/7
Tikehau Global Value P 2,21% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 3,74% 6/7
MS INVF US Growth 1,42% 6/7
Mandarine Active R 3,07% 6/7
Varenne Global 2,49% 4/7
C-Quadrat Europe Smallcap 4,16% 6/7
HMG Rendement D A/I -0,07% 5/7
ELEVA Euroland Selection R 2,69% 6/7
Lazard Equity SRI C -0,16% 6/7
Amilton Premium Europe R 3,16% 6/7
Kirao Smallcaps 2,27% 6/7
Mansartis Europe C 0,81% 6/7
Anthracite B 1,16% 6/7
MCA Entreprendre PME -0,55% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 1,78% 6/7
Tiepolo Valeurs C 3,69% 5/7
Haas Actions Croissance C 1,48% 6/7
Prévoir Pangea R 2,74% 6/7
Betamax Europe Smart for Climate P Actions Europe 0,65% 6/7
Nova Europe A 2,18% 6/7
Valeur Intrinsèque P -1,51% 6/7
BNP Paribas Climate Impact 3,08% 6/7
Sextant PME 0,27% 5/7
C-Quadrat Global Equity ESG 4,31% 5/7
Flornoy Valeurs Familiales R 2,37% 6/7
Ecofi Enjeux Futurs 3,82% 6/7
Claresco USA 4,01% 6/7
GIS SRI Ageing Population 1,28% 6/7
BDL Convictions -2,13% 6/7
Platinium Ariane C 3,86% 6/7
BNP PARIBAS Disruptive technology 4,05% 6/7
CANDRIAM SRI Equities EMU 1,11% 6/7
Constance Be World A 2,38% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 1,34% 6/7
M&G (Lux) Global Listed Infrastructure Fund 1,50% 6/7
Fidelity World A-Acc-EUR 3,58% 6/7
QUADRIGE MULTICAPS EUROPE -1,85% 6/7
Seven European Equity Class I 3,21% 6/7
Generali Europe Mid-Caps 2,47% 6/7
Seven UCITS Seven European Eqty Fd EUR-R 3,00% 6/7
EdR SICAV Euro Sust Growth A EUR 2,75% 6/7
Allianz Valeurs Durables RC 0,15% 6/7
Capital Group New Perspective Fund (LUX) 1,35% 6/7
CM-CIC Global Leaders C 2,17% 5/7
Federal Multi PME P 1,17% 6/7
Vatel Flexible C 0,37% 3/7
BDL Transition 1,22% 6/7
MC Convictions France 6,29% 6/7
Sofidy Selection 1 P 5,02% 5/7
Janus Henderson Horizon Global Sustainable Equity Fund 1,47% 6/7
Vega France Opportunités RC -2,21% 6/7
Echiquier Agenor SRI Mid Cap Europe A 4,75% 5/7
Sextant Autour du Monde A -0,22% 5/7
HMG Découvertes C -1,25% 5/7
C-Quadrat Europe Multicap 1,23% 6/7
Sélection Action Rendement International 4,34% 6/7
Oddo BHF Immobilier CR-EUR 4,42% 6/7
BNY Mellon Mobility Innovation Fund -1,30% 6/7
Nouvelle Stratégie 50 0,84% 6/7
Centifolia C A/I 0,33% 6/7
Threadneedle (Lux) Global Smaller Companies 3,57% 6/7
HSBC SRI Euroland Equity AC -2,17% 6/7
Richelieu Family Small Cap R 0,35% 6/7
Pictet-Global Megatrend Selection-P EUR 0,72% 6/7
Amplegest PME AC 3,05% 6/7
PALATINE PLANETE C 3,12% 6/7
Martin Maurel Valeurs Humaines C EUR -0,38% 6/7
RobecoSAM Smart Energy Equities 0,04% 6/7
MainFirst Global Equities Fund 3,66% 6/7
VONTOBEL Clean Technology 2,85% 6/7
COGEFI Flex Dynamic P 2,85% 5/7
Sycomore Eco Solutions 2,45% 5/7
Nordea 1 – Alpha 15 MA Fund 7,18% 5/7
OFI RS EQUITY CLIMATE 0,97% 6/7
First Eagle Amundi International AE-C 0,95% 5/7
Varenne Valeur A-EUR 0,65% 4/7
CM-CIC Objectif Environnement C 1,57% 6/7
AAA Actions Agro Alimentaire RC 0,59% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 1,55% 6/7
JPMorgan Funds – US Technology Fund 0,39% 6/7
COGEFI Prospective P 1,10% 6/7
Claresco Avenir P 1,61% 6/7
Covéa Ruptures A (C) 2,49% 6/7
Kirao Multicaps AC -0,08% 6/7
Keren Essentiels C 0,63% 6/7
Amplegest PME IC 1,14% 6/7
DWS Invest Top Dividend 1,06% 5/7
Amplegest MidCaps IC 2,55% 6/7
Amplegest Pricing Power IC -0,38% 6/7
Synchrony Dynamic A 0,86% 5/7
PRIMERUS ACTIONS MONDE 1,38% 5/7
Sycomore [email protected] 0,95% 5/7
COGEFI Elixir P 0,95% 6/7
LO Funds Global Prestige P EUR Acc 1,69% 6/7
BNP PARIBAS HEALTH CARE INNOVATORS 0,42% 6/7
Amplegest MidCaps FC 2,50% 6/7
NN Global Impact Opps 3,03% 6/7
Pictet-Global Environmental Opportunities-P EUR 1,25% 6/7
CPR Invest – Climate Action 0,50% 6/7
Talence Euromidcap 1,43% 6/7
Tocqueville Megatrends C 1,01% 6/7
Echiquier Positive Impact Europe A 1,84% 6/7
M&G (Lux) Positive Impact Fund 2,73% 5/7
R-co Valor C EUR -2,46% 6/7
Amplegest Pricing Power FC -0,96% 6/7
Wise 5 -0,29% 5/7
Portzamparc PME C 0,09% 6/7
Montségur Croissance C -1,45% 6/7
Swiss Life Funds (F) - Multi Asset Growth 1,02% 4/7
DNB Nordic Equities 3,31% 6/7
Amplegest Midcaps AC 3,58% 6/7
Amplegest Pricing Power AC -1,71% 6/7
Janus Henderson Balanced Fund 2,56% 5/7
Candriam SRI Equity Em Mkts C EUR Acc -3,22% 6/7
Dorval Manageurs R C 0,08% 6/7
AIS Protect 2,54% 3/7
DNCA Evolutif C 1,93% 4/7
CANDRIAM Equities L Robotics 0,87% 6/7
Dorval Convictions PEA RC 0,00% 5/7
Annapurna Alpha Europe C 1,91% 4/7
BGF ESG Multi-Asset 1,51% 5/7
Amplegest Proactif AC 1,47% 5/7
Robeco Global Consumer Trends -0,10% 5/7
OFI RS ACT4 POSITIVE ECONOMY 0,10% 6/7
Ecofi Avenir Plus 2,20% 6/7
Amundi Europe Microcaps PC -0,22% 6/7
IVO Fixed Income EUR R Acc 0,60% 5/7
Bellatrix C -0,85% 5/7
Nordea 1 - Stable Return Fund 2,33% 3/7
BL Global Flexible 0,87% 4/7
Invest Latitude Equilibre 0,69% 4/7
Carmignac Portfolio Patrimoine Europe 0,91% 4/7
HELIUM INVEST 0,47% 4/7
NN Patrimonial BEST 1,27% 4/7
Nordea 1 – Alpha 10 MA Fund 3,42% 4/7
Montségur Rendement C -3,60% 6/7
Pluvalca Disruptive Opportunities A 2,89% 6/7
HELIUM SELECTION 0,20% 4/7
Sycomore Shared Growth R 0,30% 5/7
Jupiter Financial Innovation 2,22% 6/7
Ethna-DYNAMISCH 0,33% 5/7
IDAM Small France R 0,10% 6/7
Clartan Valeurs C -2,92% 6/7
Portzamparc Entrepreneurs 2,50% 6/7
Comgest Monde C 0,01% 5/7
Ruffer Total Return International -0,92% 4/7
DWS Concept Kaldemorgen 0,55% 4/7
OFI RS Multitrack 0,87% 4/7
Swiss Life Funds (F) - Multi Asset Balanced 1,21% 4/7
Echiquier World Equity Growth A 1,71% 6/7
BBM V-Flex AC -0,31% 5/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,89% 4/7
CPR Invest – Global Disruptive Opportunities -0,33% 6/7
Sextant Bond Picking -0,21% 3/7
CANDRIAM Absolute Return Equity Market Neutral 0,85% 7/7
Amplegest Long Short IC 0,33% 5/7
Lazard Patrimoine RC -0,13% 4/7
Otea 1 R -0,49% 5/7
OMNIBOND 0,50% 3/7
Arc Patrimoine C 0,67% 4/7
Russell Investments Multi-Asset Growth Strategy 0,80% 4/7
C-Quadrat Europe Selection 0,00% 5/7
Seven Diversified Fund Class I 1,19% 4/7
Clartan Evolution C -1,14% 5/7
Ecofi Agir pour le Climat 2,28% 5/7
DNCA Invest Eurose A EUR 0,32% 4/7
SLF (F) Opportunité High Yield 2023 P -0,05% 4/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,40% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -0,18% 5/7
Betamax Global P 0,78% 4/7
Amplegest Long Short AC -0,47% 5/7
Pictet TR-Atlas-P EUR 0,64% 3/7
Jupiter Global Ecology Diversified 2,22% 4/7
VONTOBEL mtx Sustainable Emerging Markets Leaders -0,80% 6/7
Fidelity Patrimoine A-Acc-EUR -0,16% 4/7
Echiquier ARTY A 0,30% 4/7
Invesco Pan European High Income 0,29% 4/7
OPCI Aviva Investors Experimmo (Actions A) 2,13% 4/7
COGEFI Chrysalide P 1,06% 6/7
DNCA Invest Beyond Global Leaders B EUR -1,05% 5/7
Haas Epargne Patrimoine C 0,49% 3/7
HELIUM FUND 0,49% 3/7
Sunny Euro Stratégic Plus R 0,32% 4/7
EdRF Income Europe A EUR 0,19% 4/7
Athymis Patrimoine P 0,27% 4/7
Alterna Plus 0,47% 3/7
Axiom Obligataire OPCVM 0,34% 4/7
BNY Mellon Global Real Return Fund (EUR) -0,31% 4/7
DNCA Invest Beyond Infras & Trans B EUR 0,92% 6/7
CPR Invest – Croissance Réactive -0,40% 5/7
Alienor Alter Euro A 0,77% 4/7
Swiss Life Funds (F) - Multi Asset Moderate 1,11% 4/7
Sextant Grand Large A -0,84% 4/7
JPM Global Macro Opps A (acc) EUR -0,34% 5/7
Aviva Croissance Durable ISR 0,93% 4/7
Sycomore Allocation Patrimoine R -0,14% 3/7
Gutenberg Patrimoine C 0,67% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund -0,40% 5/7
Federal Ethi-Patrimoine A 0,27% 3/7
Invest Latitude Patrimoine 1,00% 3/7
Flexigestion Patrimoine 0,40% 4/7
Federal Ethi-Patrimoine 0,22% 3/7
Sanso Short Duration C -0,01% 3/7
Pictet-Multi Asset Global Opps R EUR 0,41% 3/7
Trusteam Optimum A 0,45% 3/7
Ethna-AKTIV 1,05% 4/7
Carmignac Portfolio Emerging Patrimoine -1,28% 4/7
Janus Henderson Global Life Sciences Fund -0,39% 6/7
VONTOBEL TwentyFour Strategic Income Fund 0,25% 4/7
AXAWF Global Optimal Income E Cap EUR -2,63% 5/7
Carmignac Patrimoine A EUR Acc -1,28% 4/7
ELEVA Absolute Return Europe R 0,62% 4/7
Echiquier Artificial Intelligence B EUR -2,89% 6/7
Covéa Flexible ISR C 0,96% 5/7
Auris Selection Def R EUR Acc 0,08% 3/7
Clartan Patrimoine C -0,62% 3/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,99% 4/7
Axiom Optimal Fix -0,12% 3/7
CANDRIAM SRI Bonds Global HY 0,46% 4/7
DNCA Invest Beyond Alterosa A 0,80% 4/7
Jupiter Flexible Income -2,07% 5/7
MainFirst Absolute Return Multi Asset -0,02% 4/7
Dôm Reflex 0,39% 3/7
Jupiter Dynamic Bond 1,26% 3/7
Legg Mason Brandywine Global Income Optimiser Fund 0,27% 4/7
CANDRIAM Risk Arbitrage -0,52% 3/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) -0,37% 3/7
Twenty First Capital Rendement Euro + C 0,06% /7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) -0,08% 3/7
M&G (Lux) Global Macro Bond Fund 1,68% 4/7
Groupama Crédit Euro ISR IC 1,12% 3/7
CANDRIAM Patrimoine Obli Inter -0,15% 3/7
Oddo BHF ProActif Europe CR-EUR -0,30% 4/7
CANDRIAM Equities L Oncology Impact -1,64% 6/7
RobecoSAM Euro SDG Credits 1,04% 4/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,16% 4/7
GIS Euro Corporate Short Term Bond 0,20% 3/7
BNP PARIBAS ENERGY TRANSITION -8,03% 7/7
NN Green Bond 2,19% 3/7
BNY Mellon Sustainable Global Dynamic Bond Fund 0,13% 3/7
Kirao Multicaps Alpha -0,51% 4/7
DPAM L Bonds Emerging Markets Sust L EUR -0,69% 4/7
Exane Pleiade Fund -2,17% 3/7
Seven Fortress Fund : Class I 0,15% 4/7
Russell Investments China Equity Fund -10,82% 6/7
CANDRIAM SRI Bonds Emerging Markets -0,45% 4/7
Claresco Innovation -6,63% 6/7
BNP PARIBAS CHINA EQUITY -12,53% 6/7
CG Nouvelle Asie C -10,50% 6/7
Franklin Technology Fund 0,00% 6/7
Janus Henderson Horizon Biotechnology Fund 0,00% 6/7
Invesco Global Consumer Trends 0,00% 6/7
Invesco Asia Consumer Demand 0,00% 6/7
MS INVF Asia Opportunity 0,00% 6/7