Avec 4 prix aux dernières Victoires de la Pierre-Papier, la maison de gestion, filiale du groupe Fiducial, voit reconnue la qualité de son travail. Entre train de sénateur et envie de changement, Fiducial Gérance avance lentement, mais sûrement, ses pions.

« C’est vrai que c’est une maison qui ne paie pas de mine témoigne un CGP partenaire de Fiducial Gérance depuis plusieurs années. On peut dire qu’ils ne font pas dans l’esbrouffe, certains pensent même que ce sont des syndics d’immeuble ou des administrateurs de biens. Mais ils font un travail sérieux, jamais de mauvaises surprises et les reportings sont carrés ». Bref, les 4 prix que le gérant a récemment remportés semblent amplement mérités.

Il est vrai que la communication de Fiducial Gestion, alors que certains de ses confrères sont gros consommateurs de papiers glacés, est sobre, voire ascétique. Un parti pris que son Directeur général, Thierry Gaiffe, assume parfaitement. Cet ancien de Paref Gestion, qui en a vu d’autres, a rejoint la maison il y a 4 ans avec entre autres missions, sur sa feuille de route, de remettre l’offre à plat : Fiducial Gérance existe depuis presque 40 ans et gère 2 milliards d’euros au travers de SCPI, de groupements forestiers et de fonds de fonds.

Le tout avec une approche artisanale : la société de gestion intervient sur chaque étape de la chaine de valeur pour garder un contrôle fin des opérations : « notre particularité, explique Thierry Gaiffe, est d’intervenir sur tous les métiers de la gestion, de A à Z : on gère aussi bien le property que l’asset ». Une façon de faire qui ne semble pas près de changer et qui correspond à la philosophie de la maison : « on est là sur le long terme » témoigne Guirec Penhoat, Président du conseil d’administration.

Toutefois, est-il possible de garder cette image sympathique mais vieillotte alors que le marché connaît de nombreuses mutations (nouveaux usages dans les bureaux, nouveaux modes de consommation au niveau du commerce, etc.) et qu’il devient de plus en plus international ?

Doté d’une équipe d’une cinquantaine de personnes, Fiducial Gérance adresse aussi bien CGP que investisseurs institutionnels, avec à la marge quelques particuliers en direct, clients historiques. Et sous la houlette de son Directeur général, la maison affiche une réelle ambition : doubler de taille dans les 5 ans. « Vraisemblablement par croissance externe » estime un concurrent.

Quoi qu’il en soit, Fiducial Gérance a commencé une mue au cours des dernières année : rationalisation de la gamme en 2016, passage progressif des SCPI de capital fixe en capital variable, ouverture prochaine d’une antenne à Lyon, là où se situe le siège social de Fiducial, pour être plus proche des clients et investissements dans le sud de la France. Bref il semble bien que l’image recherchée soit plus « AM » et moins « Gérance » ; professionnalisme, technicité, et performance sur la durée.

Coté CGP, la maison entend développer une offre de formation, en particulier sur des actifs mal connus et mal maitrisés par les partenaires comme par exemple les forêts. « Il s’agit de l’une de nos expertises avance Thierry Gaiffe. On est loin d’être des novices, on gère de la forêt en direct depuis 35 ans. Actuellement nous sommes en phase de création d’un Groupement Forestier d’Investissement et nous sommes en attente d’agréement par l’AMF ».

D’autres projets sont dans les cartons, mais Thierry Gaiffe préfère avancer d’un pas mesuré avant d’abattre ses cartes. « Une chose est sûre, nous ne voulons pas faire la course à la collecte » résume Guirec Penhoat.

Frédéric LORENZINI

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Fonds à profil de risque 4/7

Fonds YTD
R-co Valor C EUR 11,57%
CM-CIC Pierre C 9,92%
Flornoy Valeurs Familiales 8,81%
CM-CIC Objectif Environnement C 8,25%
Keren Patrimoine C 6,48%
Jupiter Global Ecology Diversified 6,29%
Gutenberg Patrimoine C 6,00%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,75%
Tikehau SubFin Fund - A – Acc – EUR 5,64%
Sextant Grand Large A 5,44%
Jupiter Dynamic Bond 5,37%
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 4,98%
G FUND FUTURE FOR GENERATIONS 4,84%
Galilée Global Thematics - RC 4,83%
Tikehau 2027- R – Acc – EUR 4,78%
Russell Investments Multi-Asset Growth Strategy 4,68%
MAM Target 2027 4,63%
NN Patrimonial BEST 4,57%
BGF ESG Multi-Asset 4,49%
Flexigestion Patrimoine 4,49%
Invesco Pan European High Income 4,41%
OFI INVEST ESG MULTITRACK (R) 4,37%
Sunny Euro Stratégic Plus R 4,35%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 4,28%
VONTOBEL TwentyFour Strategic Income Fund 4,28%
R-co Thematic Silver Plus C EUR 4,28%
Axiom Obligataire OPCVM 4,09%
Invest Latitude Equilibre 3,98%
Echiquier ARTY A 3,65%
JPMorgan Investment Funds – Global Income Fund 3,65%
Betamax Global P 3,59%
Dorval Global Convictions - part R 3,56%
DNCA Invest Beyond Alterosa A 3,53%
Lazard Credit Opportunities RC EUR 3,46%
Auris Selection Def R EUR Acc 3,40%
BL Global Flexible 3,29%
ELEVA Absolute Return Europe R 3,27%
DNCA Invest Eurose A EUR 3,25%
Invest Latitude Patrimoine 3,02%
Pictet-Multi Asset Global Opps R EUR 2,98%
CANDRIAM SRI Bonds Global HY 2,95%
Kirao Multicaps Alpha 2,84%
EdRF Income Europe A EUR 2,80%
RobecoSAM SDG Credit Income 2,78%
Athymis Patrimoine P 2,75%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,67%
Seven Fortress Fund : Class I 2,53%
Carmignac Portfolio Patrimoine Europe 2,49%
RobecoSAM Euro SDG Credits 2,43%
Sextant Bond Picking 2,28%
IVO Short Duration SRI 2,25%
Carmignac Patrimoine A EUR Acc 2,05%
CANDRIAM SRI Bonds Emerging Markets 2,00%
M&G (Lux) Global Macro Bond Fund 1,88%
Gay-Lussac Europe Flex Diversifiés 1,55%
Tikehau International Cross Assets – R – Acc – EUR 1,33%
Nordea 1 - Stable Return Fund 1,30%
HELIUM SELECTION 1,27%
Seven Diversified Fund Class I 1,22%
Lazard Patrimoine RC 1,11%
Sanso Objectif Durable 2024 A 1,07%
Ethna-AKTIV 0,80%
BNY Mellon Global Real Return Fund (EUR) 0,37%
Jupiter Strategic Absolute Return Bund Fund -0,23%
HELIUM ALPHA -0,86%
Nordea 1 – Alpha 10 MA Fund -1,53%

Fonds à profil de risque 5/7

Fonds YTD
C-Quadrat Europe Selection 13,27%
Robeco Global Consumer Trends 13,16%
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 12,17%
R-co Conviction Equity Value Euro C EUR 12,15%
Sofidy Selection 1 11,57%
Aberdeen Standard SICAV I - Listed Private Capital 10,32%
OTEA 1 9,77%
Sycomore [email protected] 9,48%
Comgest Monde C 9,40%
CM-CIC Global Leaders C 8,90%
R-co 4Change Inclusion & Handicap Equity C EUR 8,63%
Sycomore Eco Solutions 8,26%
Sextant Autour du Monde A 8,13%
DNCA Evolutif C 7,91%
Amplegest Proactif AC 7,72%
Dorval Convictions - Part R 7,37%
Robeco Sustainable Global Stars Equities 7,16%
Carmignac Portfolio Emerging Patrimoine 6,54%
Pluvalca Sustainable Opportunities 6,34%
COGEFI Flex Dynamic P 6,08%
Sycomore Shared Growth R 6,04%
First Eagle Amundi International AE-C 5,69%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 5,38%
Global Proactive Portfolio - P 5,24%
Amplegest Long Short IC 4,78%
Amplegest Long Short AC 4,77%
HMG DECOUVERTES PME - part C 4,68%
Raymond James Funds Smicrocaps 4,66%
Janus Henderson Balanced Fund 4,43%
Ecofi Agir pour le Climat 4,26%
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 4,11%
JPMorgan Investment Funds - Global Macro Opportunities Fund 4,09%
BBM V-Flex AC 3,41%
IVO Fixed Income EUR R Acc 3,16%
MAM Solution 2,86%
Covéa Flexible ISR C 2,37%
HMG Découvertes C 2,36%
DWS Invest Top Dividend 2,28%
CPR Invest – Croissance Réactive 2,13%
AXAWF Global Optimal Income E Cap EUR 1,93%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,03%
Hesper Fund – Global solutions (T-12 EUR) -0,25%
Nordea 1 – Alpha 15 MA Fund -2,30%

Fonds à profil de risque 6/7

Fonds YTD
Claresco Innovation 20,73%
BlueBox Funds Global Technology classe C 20,03%
Invesco Global Consumer Trends 20,01%
Janus Henderson Horizon Global Technology Leaders Fund 18,54%
BNY Mellon Mobility Innovation Fund 18,05%
Prévoir Gestion Actions C 17,33%
Fidelity Global Technology A-Dis-EUR 16,82%
MS INVF Europe Opportunity 15,11%
C-Quadrat Europe Multicap 15,07%
SRI Pictet – Clean Energy Transition – P EUR : 5 14,85%
G Fund – Avenir Europe 14,61%
BNP PARIBAS Disruptive technology 14,55%
Groupama Avenir Euro 14,03%
Montbleu Etoiles 13,73%
GALILEO MIDCAP 13,69%
Haas Actions Croissance C 13,62%
DNB Technology 13,60%
QUADRIGE MULTICAPS EUROPE 13,58%
RobecoSAM Smart Energy Equities 13,57%
Mansartis Europe C 13,41%
CANDRIAM Equities L Robotics 13,38%
LO Funds Global Prestige P EUR Acc 13,32%
Constance Be World A 13,28%
Quadrige Europe Midcaps 12,41%
Dorval European Climate Initiative Part R 12,38%
MainFirst Global Equities Fund 12,35%
Oddo BHF Immobilier CR-EUR 12,32%
Vega France Opportunités RC 12,32%
ELEVA Euroland Selection R 12,19%
Pluvalca Disruptive Opportunities A 12,07%
Threadneedle (Lux) Global Smaller Companies 11,88%
Renaissance Europe C 11,80%
Varenne Selection A-EUR 11,72%
C-Quadrat Global Equity ESG 11,62%
Amplegest Pricing Power IC 11,48%
Amplegest Pricing Power FC 11,43%
Amplegest Pricing Power AC 11,32%
CANDRIAM SRI Equities EMU 11,24%
VONTOBEL Clean Technology 11,17%
Valeur Intrinsèque P 11,09%
AAA Actions Agro Alimentaire RC 11,09%
Lazard Equity SRI C 11,02%
Templeton Global Climate Change Fund 11,01%
MainFirst Germany Fund (A) 10,86%
Clartan Ethos Esg Europe Small&Mid Cap C 10,80%
CPR Invest – Global Disruptive Opportunities 10,75%
BNPPARIBAS AQUA CLASSIC C 10,73%
Galilée Innovation Europe - RC 10,67%
OFI INVEST US EQUITY 10,60%
Janus Henderson Horizon Global Sustainable Equity Fund 10,59%
EXPORT EUROPE PALATINE R 10,59%
LF LUX Inflection Point Carb Imp Glb R EUR 10,53%
Talence Euromidcap 10,52%
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 10,50%
C-Quadrat Europe Smallcap 10,45%
EdR SICAV Euro Sust Growth A EUR 10,34%
Ostrum Actions Small&Mid Cap Euro RC 10,30%
HSBC SRI Euroland Equity AC 10,21%
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 10,10%
EdRF Big Data A EUR 10,09%
BSO France P 9,92%
Threadneedle Pan European ESG Equities 9,88%
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 9,74%
Mandarine Active Part R 9,66%
PALATINE PLANETE C 9,63%
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,60%
SRI Pictet – Global Megatrend Selection – P EUR : 4 9,49%
Ofi Invest ISR Grandes Marques A 9,44%
Amplegest MidCaps IC 9,43%
Amplegest MidCaps FC 9,35%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 9,35%
Amplegest Midcaps AC 9,27%
COGEFI Elixir P 9,27%
Amilton Premium Europe R 9,23%
Roche-Brune Euro Valeurs Responsables 9,21%
BNP Paribas Climate Impact 9,20%
Claresco USA 9,15%
MC Convictions France 9,15%
Clartan Valeurs C 9,15%
Sélection Action Rendement 9,07%
Wise 5 9,05%
SRI Pictet – Global Environmental Opportunities – P EUR : 4 9,05%
Covéa Ruptures A (C) 8,92%
Richelieu Family Small Cap R 8,90%
Jupiter Global Ecology Growth 8,90%
Kirao Smallcaps 8,86%
OFI RS ACT4 POSITIVE ECONOMY 8,84%
Platinium Ariane C 8,82%
Echiquier Agenor SRI Mid Cap Europe A 8,79%
Europa One R 8,64%
G Fund - Avenir Small Cap 8,63%
Russell Investments Low Carbon 8,57%
Kirao Multicaps AC 8,56%
Ecofi Avenir Plus 8,54%
Fideas Smart for Climate P Actions Eurozone ISR 8,47%
Generali Europe Mid-Caps 8,32%
Jupiter Financial Innovation 8,27%
COGEFI Prospective P 8,25%
G Fund World (R) Evolutions 8,23%
BDL Convictions 8,23%
QUADRIGE RENDEMENT France Midcaps 8,12%
Invesco Asia Consumer Demand 8,06%
Dorval Manageurs Small Cap Euro - Part R 8,05%
BDL Transition 8,00%
Portzamparc Opportunités ISR 7,94%
CG Nouvelle Asie C 7,93%
Galilée World Equity Thematics – RC 7,90%
Centifolia C A/I 7,88%
Candriam Eqs L Eurp Innovt C EUR Cap 7,88%
Sélection Action Rendement International 7,81%
Allianz Global Intelligent Cities - AT (H2-EUR) 7,76%
Fidelity World A-Acc-EUR 7,68%
Amundi Actions USA ISR P C 7,66%
Russell Investments World Equity Fund 7,66%
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 7,63%
DNB Fund Future Waves 7,60%
DNCA Invest Archer Mid-Cap Europe B EUR 7,54%
MCA Entreprendre PME 7,52%
Roche-Brune Euro PME 7,49%
Echiquier World Equity Growth A 7,41%
CPR Invest – Climate Action 7,37%
BNP PARIBAS CHINA EQUITY 7,32%
Montségur Croissance C 7,30%
Ecofi Trajectoires Durables 7,27%
GIS SRI Ageing Population 7,27%
Prévoir Pangea R 7,24%
Ecofi Enjeux Futurs 7,22%
Portzamparc PME ISR 7,18%
Russell Investments China Equity Fund 7,14%
Montségur Rendement C 7,11%
Echiquier Positive Impact Europe A 7,07%
Covéa Terra A (C) 7,06%
Sanso Smart Climate 6,96%
Portzamparc Europe PME ISR 6,93%
Tocqueville Silver Age ISR 6,91%
IDAM Small France R 6,88%
Erasmus Small Cap Euro R 6,82%
Copernic - RC 6,76%
Digital Stars Europe Acc 6,63%
HMG Rendement D A/I 6,59%
Digital Stars Europe 6,56%
Portzamparc Entrepreneurs ISR 6,55%
Sextant PME 6,51%
Mandarine Global Transition Part R 6,45%
Keren Essentiels C 6,31%
Nova Europe A 6,11%
ELEVA Leaders Small et Mid Cap Europe R 6,06%
DNCA Invest Beyond Global Leaders B EUR 6,04%
M&G (Lux) Positive Impact Fund 5,96%
Federal Multi PME P 5,80%
Quadrige France Smallcaps C 5,79%
Amundi Europe Microcaps PC 5,74%
Aberdeen Standard SICAV I - China A Share Equity 5,51%
COGEFI Chrysalide P 5,43%
Amplegest PME IC 5,39%
SLF (LUX) Equity Climate Impact EUR R Cap 5,34%
TCW Relative Value US Equities Fund 5,34%
JPMorgan Investment Funds – China A-Share Opportunities 5,25%
Pluvalca Initiative PME 5,24%
Amplegest PME AC 5,24%
Claresco Avenir P 5,19%
Gay-Lussac Green Impact 5,16%
Mandarine Europe Microcap R EUR 5,08%
Seven European Equity Class I 4,85%
Seven UCITS Seven European Eqty Fd EUR-R 4,77%
Candriam SRI Equity Em Mkts C EUR Acc 4,75%
MS INVF Asia Opportunity 4,57%
NN Global Impact Opps 4,47%
M&G (Lux) Global Listed Infrastructure Fund 4,24%
CPR Invest – Global Silver Age 4,19%
DNB Nordic Equities 3,88%
Betamax Europe Smart for Climate P Actions Europe 3,16%
Norden SRI 2,89%
FFG 2,58%
Alterna Plus 2,56%
Janus Henderson Horizon Biotechnology Fund 1,68%
Legg Mason ClearBridge Infrastructure Value Fund 1,67%
CANDRIAM Equities L Oncology Impact 1,57%
M&G (Lux) Episode Macro Fund EUR S-H Acc 1,56%
BDL REMPART 0,44%
JPMorgan Funds - Global Healthcare Fund 0,32%
Arc Actions Santé Innovante A -0,16%
BNP PARIBAS HEALTH CARE INNOVATORS -0,94%
Janus Henderson Global Life Sciences Fund -1,29%

Tous les fonds

Fonds YTD SRRI
MS INVF US Growth 23,09% 7/7
AXIOM EUROPEAN BANKS EQUITY 21,97% 7/7
Claresco Innovation 20,73% 6/7
BlueBox Funds Global Technology classe C 20,03% 6/7
Invesco Global Consumer Trends 20,01% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 18,54% 6/7
Echiquier Artificial Intelligence B EUR 18,17% 7/7
BNY Mellon Mobility Innovation Fund 18,05% 6/7
Prévoir Gestion Actions C 17,33% 6/7
Fidelity Global Technology A-Dis-EUR 16,82% 6/7
MS INVF Europe Opportunity 15,11% 6/7
C-Quadrat Europe Multicap 15,07% 6/7
BNP PARIBAS ENERGY TRANSITION 14,91% 7/7
SRI Pictet – Clean Energy Transition – P EUR : 5 14,85% 6/7
G Fund – Avenir Europe 14,61% 6/7
BNP PARIBAS Disruptive technology 14,55% 6/7
Groupama Avenir Euro 14,03% 6/7
Montbleu Etoiles 13,73% 6/7
GALILEO MIDCAP 13,69% 6/7
Haas Actions Croissance C 13,62% 6/7
DNB Technology 13,60% 6/7
QUADRIGE MULTICAPS EUROPE 13,58% 6/7
RobecoSAM Smart Energy Equities 13,57% 6/7
Mansartis Europe C 13,41% 6/7
CANDRIAM Equities L Robotics 13,38% 6/7
LO Funds Global Prestige P EUR Acc 13,32% 6/7
Constance Be World A 13,28% 6/7
C-Quadrat Europe Selection 13,27% 5/7
Robeco Global Consumer Trends 13,16% 5/7
Quadrige Europe Midcaps 12,41% 6/7
Dorval European Climate Initiative Part R 12,38% 6/7
MainFirst Global Equities Fund 12,35% 6/7
Oddo BHF Immobilier CR-EUR 12,32% 6/7
Vega France Opportunités RC 12,32% 6/7
ELEVA Euroland Selection R 12,19% 6/7
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 12,17% 5/7
R-co Conviction Equity Value Euro C EUR 12,15% 5/7
Pluvalca Disruptive Opportunities A 12,07% 6/7
Threadneedle (Lux) Global Smaller Companies 11,88% 6/7
Renaissance Europe C 11,80% 6/7
Varenne Selection A-EUR 11,72% 6/7
C-Quadrat Global Equity ESG 11,62% 6/7
R-co Valor C EUR 11,57% 4/7
Sofidy Selection 1 11,57% 5/7
Amplegest Pricing Power IC 11,48% 6/7
Amplegest Pricing Power FC 11,43% 6/7
Amplegest Pricing Power AC 11,32% 6/7
CANDRIAM SRI Equities EMU 11,24% 6/7
VONTOBEL Clean Technology 11,17% 6/7
Valeur Intrinsèque P 11,09% 6/7
AAA Actions Agro Alimentaire RC 11,09% 6/7
Lazard Equity SRI C 11,02% 6/7
Templeton Global Climate Change Fund 11,01% 6/7
MainFirst Germany Fund (A) 10,86% 6/7
Clartan Ethos Esg Europe Small&Mid Cap C 10,80% 6/7
CPR Invest – Global Disruptive Opportunities 10,75% 6/7
BNPPARIBAS AQUA CLASSIC C 10,73% 6/7
Galilée Innovation Europe - RC 10,67% 6/7
OFI INVEST US EQUITY 10,60% 6/7
Janus Henderson Horizon Global Sustainable Equity Fund 10,59% 6/7
EXPORT EUROPE PALATINE R 10,59% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 10,53% 6/7
Talence Euromidcap 10,52% 6/7
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 10,50% 6/7
C-Quadrat Europe Smallcap 10,45% 6/7
EdR SICAV Euro Sust Growth A EUR 10,34% 6/7
Aberdeen Standard SICAV I - Listed Private Capital 10,32% 5/7
Ostrum Actions Small&Mid Cap Euro RC 10,30% 6/7
HSBC SRI Euroland Equity AC 10,21% 6/7
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 10,10% 6/7
EdRF Big Data A EUR 10,09% 6/7
BSO France P 9,92% 6/7
CM-CIC Pierre C 9,92% 4/7
Threadneedle Pan European ESG Equities 9,88% 6/7
DNB Fund Renewable Energy 9,78% 7/7
OTEA 1 9,77% 5/7
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 9,74% 6/7
Mandarine Active Part R 9,66% 6/7
PALATINE PLANETE C 9,63% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 9,60% 6/7
SRI Pictet – Global Megatrend Selection – P EUR : 4 9,49% 6/7
Sycomore [email protected] 9,48% 5/7
Ofi Invest ISR Grandes Marques A 9,44% 6/7
Amplegest MidCaps IC 9,43% 6/7
Comgest Monde C 9,40% 5/7
Amplegest MidCaps FC 9,35% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 9,35% 6/7
Amplegest Midcaps AC 9,27% 6/7
COGEFI Elixir P 9,27% 6/7
Amilton Premium Europe R 9,23% 6/7
Roche-Brune Euro Valeurs Responsables 9,21% 6/7
BNP Paribas Climate Impact 9,20% 6/7
Claresco USA 9,15% 6/7
MC Convictions France 9,15% 6/7
Clartan Valeurs C 9,15% 6/7
Sélection Action Rendement 9,07% 6/7
Wise 5 9,05% 6/7
SRI Pictet – Global Environmental Opportunities – P EUR : 4 9,05% 6/7
Covéa Ruptures A (C) 8,92% 6/7
CM-CIC Global Leaders C 8,90% 5/7
Richelieu Family Small Cap R 8,90% 6/7
Jupiter Global Ecology Growth 8,90% 6/7
Kirao Smallcaps 8,86% 6/7
OFI RS ACT4 POSITIVE ECONOMY 8,84% 6/7
Platinium Ariane C 8,82% 6/7
Flornoy Valeurs Familiales 8,81% 4/7
Echiquier Agenor SRI Mid Cap Europe A 8,79% 6/7
Europa One R 8,64% 6/7
R-co 4Change Inclusion & Handicap Equity C EUR 8,63% 5/7
G Fund - Avenir Small Cap 8,63% 6/7
Russell Investments Low Carbon 8,57% 6/7
Kirao Multicaps AC 8,56% 6/7
Ecofi Avenir Plus 8,54% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 8,47% 6/7
Generali Europe Mid-Caps 8,32% 6/7
Jupiter Financial Innovation 8,27% 6/7
Sycomore Eco Solutions 8,26% 5/7
CM-CIC Objectif Environnement C 8,25% 4/7
COGEFI Prospective P 8,25% 6/7
G Fund World (R) Evolutions 8,23% 6/7
BDL Convictions 8,23% 6/7
Sextant Autour du Monde A 8,13% 5/7
QUADRIGE RENDEMENT France Midcaps 8,12% 6/7
Invesco Asia Consumer Demand 8,06% 6/7
Dorval Manageurs Small Cap Euro - Part R 8,05% 6/7
BDL Transition 8,00% 6/7
Portzamparc Opportunités ISR 7,94% 6/7
CG Nouvelle Asie C 7,93% 6/7
DNCA Evolutif C 7,91% 5/7
Galilée World Equity Thematics – RC 7,90% 6/7
Centifolia C A/I 7,88% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 7,88% 6/7
Sélection Action Rendement International 7,81% 6/7
Allianz Global Intelligent Cities - AT (H2-EUR) 7,76% 6/7
Amplegest Proactif AC 7,72% 5/7
Fidelity World A-Acc-EUR 7,68% 6/7
Amundi Actions USA ISR P C 7,66% 6/7
Russell Investments World Equity Fund 7,66% 6/7
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 7,63% 6/7
DNB Fund Future Waves 7,60% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 7,54% 6/7
MCA Entreprendre PME 7,52% 6/7
Roche-Brune Euro PME 7,49% 6/7
Echiquier World Equity Growth A 7,41% 6/7
Dorval Convictions - Part R 7,37% 5/7
CPR Invest – Climate Action 7,37% 6/7
BNP PARIBAS CHINA EQUITY 7,32% 6/7
Montségur Croissance C 7,30% 6/7
Ecofi Trajectoires Durables 7,27% 6/7
GIS SRI Ageing Population 7,27% 6/7
Prévoir Pangea R 7,24% 6/7
Ecofi Enjeux Futurs 7,22% 6/7
Portzamparc PME ISR 7,18% 6/7
Robeco Sustainable Global Stars Equities 7,16% 5/7
Russell Investments China Equity Fund 7,14% 6/7
Montségur Rendement C 7,11% 6/7
Echiquier Positive Impact Europe A 7,07% 6/7
Covéa Terra A (C) 7,06% 6/7
Sanso Smart Climate 6,96% 6/7
Portzamparc Europe PME ISR 6,93% 6/7
Tocqueville Silver Age ISR 6,91% 6/7
IDAM Small France R 6,88% 6/7
Erasmus Small Cap Euro R 6,82% 6/7
Copernic - RC 6,76% 6/7
Digital Stars Europe Acc 6,63% 6/7
HMG Rendement D A/I 6,59% 6/7
Digital Stars Europe 6,56% 6/7
Portzamparc Entrepreneurs ISR 6,55% 6/7
Carmignac Portfolio Emerging Patrimoine 6,54% 5/7
Sextant PME 6,51% 6/7
Keren Patrimoine C 6,48% 4/7
Mandarine Global Transition Part R 6,45% 6/7
Pluvalca Sustainable Opportunities 6,34% 5/7
Keren Essentiels C 6,31% 6/7
Jupiter Global Ecology Diversified 6,29% 4/7
Nova Europe A 6,11% 6/7
COGEFI Flex Dynamic P 6,08% 5/7
ELEVA Leaders Small et Mid Cap Europe R 6,06% 6/7
Sycomore Shared Growth R 6,04% 5/7
DNCA Invest Beyond Global Leaders B EUR 6,04% 6/7
Gutenberg Patrimoine C 6,00% 4/7
M&G (Lux) Positive Impact Fund 5,96% 6/7
Federal Multi PME P 5,80% 6/7
Quadrige France Smallcaps C 5,79% 6/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 5,75% 4/7
Amundi Europe Microcaps PC 5,74% 6/7
First Eagle Amundi International AE-C 5,69% 5/7
Tikehau SubFin Fund - A – Acc – EUR 5,64% 4/7
Aberdeen Standard SICAV I - China A Share Equity 5,51% 6/7
Sextant Grand Large A 5,44% 4/7
COGEFI Chrysalide P 5,43% 6/7
Amplegest PME IC 5,39% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 5,38% 5/7
Jupiter Dynamic Bond 5,37% 4/7
SLF (LUX) Equity Climate Impact EUR R Cap 5,34% 6/7
TCW Relative Value US Equities Fund 5,34% 6/7
JPMorgan Investment Funds – China A-Share Opportunities 5,25% 6/7
Pluvalca Initiative PME 5,24% 6/7
Global Proactive Portfolio - P 5,24% 5/7
Amplegest PME AC 5,24% 6/7
Claresco Avenir P 5,19% 6/7
Gay-Lussac Green Impact 5,16% 6/7
Mandarine Europe Microcap R EUR 5,08% 6/7
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 4,98% 4/7
Seven European Equity Class I 4,85% 6/7
G FUND FUTURE FOR GENERATIONS 4,84% 4/7
Galilée Global Thematics - RC 4,83% 4/7
Tikehau 2027- R – Acc – EUR 4,78% 4/7
Amplegest Long Short IC 4,78% 5/7
Amplegest Long Short AC 4,77% 5/7
Seven UCITS Seven European Eqty Fd EUR-R 4,77% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 4,75% 6/7
HMG DECOUVERTES PME - part C 4,68% 5/7
Russell Investments Multi-Asset Growth Strategy 4,68% 4/7
Raymond James Funds Smicrocaps 4,66% 5/7
MAM Target 2027 4,63% 4/7
MS INVF Asia Opportunity 4,57% 6/7
NN Patrimonial BEST 4,57% 4/7
BGF ESG Multi-Asset 4,49% 4/7
Flexigestion Patrimoine 4,49% 4/7
NN Global Impact Opps 4,47% 6/7
Janus Henderson Balanced Fund 4,43% 5/7
Invesco Pan European High Income 4,41% 4/7
Sycomore Allocation Patrimoine R 4,38% 3/7
OFI INVEST ESG MULTITRACK (R) 4,37% 4/7
Sunny Euro Stratégic Plus R 4,35% 4/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 4,28% 4/7
VONTOBEL TwentyFour Strategic Income Fund 4,28% 4/7
R-co Thematic Silver Plus C EUR 4,28% 4/7
Ecofi Agir pour le Climat 4,26% 5/7
M&G (Lux) Global Listed Infrastructure Fund 4,24% 6/7
CPR Invest – Global Silver Age 4,19% 6/7
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 4,11% 5/7
Axiom Obligataire OPCVM 4,09% 4/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 4,09% 5/7
Invest Latitude Equilibre 3,98% 4/7
DNB Nordic Equities 3,88% 6/7
DWS Concept Kaldemorgen 3,88% 3/7
OMNIBOND 3,80% 3/7
Echiquier ARTY A 3,65% 4/7
JPMorgan Investment Funds – Global Income Fund 3,65% 4/7
Betamax Global P 3,59% 4/7
Dorval Global Convictions - part R 3,56% 4/7
DNCA Invest Beyond Alterosa A 3,53% 4/7
Lazard Credit Opportunities RC EUR 3,46% 4/7
BBM V-Flex AC 3,41% 5/7
Auris Selection Def R EUR Acc 3,40% 4/7
Federal Ethi-Patrimoine 3,39% 3/7
BL Global Flexible 3,29% 4/7
ELEVA Absolute Return Europe R 3,27% 4/7
DNCA Invest Eurose A EUR 3,25% 4/7
IVO Fixed Income EUR R Acc 3,16% 5/7
Betamax Europe Smart for Climate P Actions Europe 3,16% 6/7
Invest Latitude Patrimoine 3,02% 4/7
Pictet-Multi Asset Global Opps R EUR 2,98% 4/7
CANDRIAM SRI Bonds Global HY 2,95% 4/7
Clartan Patrimoine C 2,94% 3/7
NN Green Bond 2,93% 3/7
Stratégie Rendement 2,92% 3/7
Norden SRI 2,89% 6/7
MAM Solution 2,86% 5/7
Kirao Multicaps Alpha 2,84% 4/7
EdRF Income Europe A EUR 2,80% 4/7
RobecoSAM SDG Credit Income 2,78% 4/7
Haas Epargne Patrimoine C 2,78% 3/7
HELIUM INVEST 2,77% 3/7
Athymis Patrimoine P 2,75% 4/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 2,67% 4/7
Trusteam Optimum A 2,63% 3/7
FFG 2,58% 6/7
Alterna Plus 2,56% 6/7
Seven Fortress Fund : Class I 2,53% 4/7
Carmignac Portfolio Patrimoine Europe 2,49% 4/7
Rentoblig 2,44% 3/7
RobecoSAM Euro SDG Credits 2,43% 4/7
Axiom Optimal Fix 2,43% 3/7
Covéa Flexible ISR C 2,37% 5/7
HMG Découvertes C 2,36% 5/7
Sextant Bond Picking 2,28% 4/7
DWS Invest Top Dividend 2,28% 5/7
IVO Short Duration SRI 2,25% 4/7
CPR Invest – Croissance Réactive 2,13% 5/7
Carmignac Patrimoine A EUR Acc 2,05% 4/7
CANDRIAM SRI Bonds Emerging Markets 2,00% 4/7
AXAWF Global Optimal Income E Cap EUR 1,93% 5/7
Dorval Global Convictions Patrimoine - part R 1,88% 3/7
M&G (Lux) Global Macro Bond Fund 1,88% 4/7
Dôm Reflex 1,87% 3/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 1,81% 3/7
Tikehau Short Duration – R – Acc – EUR 1,78% 2/7
GIS Euro Corporate Short Term Bond 1,69% 3/7
Janus Henderson Horizon Biotechnology Fund 1,68% 6/7
Legg Mason ClearBridge Infrastructure Value Fund 1,67% 6/7
CANDRIAM Equities L Oncology Impact 1,57% 6/7
M&G (Lux) Episode Macro Fund EUR S-H Acc 1,56% 6/7
Gay-Lussac Europe Flex Diversifiés 1,55% 4/7
CANDRIAM Patrimoine Obli Inter 1,50% 3/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 1,44% 2/7
Tikehau International Cross Assets – R – Acc – EUR 1,33% 4/7
Nordea 1 - Stable Return Fund 1,30% 4/7
HELIUM SELECTION 1,27% 4/7
Seven Diversified Fund Class I 1,22% 4/7
BNY Mellon Sustainable Global Dynamic Bond Fund 1,16% 3/7
BNP PARIBAS Diversipierre 1,16% 2/7
Lazard Patrimoine RC 1,11% 4/7
Sanso Objectif Durable 2024 A 1,07% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,03% 5/7
Exane Pleiade Fund 0,83% 3/7
HELIUM FUND 0,81% 3/7
Ethna-AKTIV 0,80% 4/7
Sanso Short Duration C 0,76% 3/7
CANDRIAM Absolute Return Equity Market Neutral 0,64% 7/7
BDL REMPART 0,44% 6/7
BNY Mellon Global Real Return Fund (EUR) 0,37% 4/7
JPMorgan Funds - Global Healthcare Fund 0,32% 6/7
SRI Pictet – Atlas – P EUR : 2 0,31% 3/7
G FUND - ALPHA FIXED INCOME 0,29% 3/7
AIS Protect 0,10% 3/7
Arc Actions Santé Innovante A -0,16% 6/7
Jupiter Strategic Absolute Return Bund Fund -0,23% 4/7
Hesper Fund – Global solutions (T-12 EUR) -0,25% 5/7
CANDRIAM Risk Arbitrage -0,41% 3/7
HELIUM ALPHA -0,86% 4/7
BNP PARIBAS HEALTH CARE INNOVATORS -0,94% 6/7
Durandal -1,12% 3/7
Janus Henderson Global Life Sciences Fund -1,29% 6/7
Nordea 1 – Alpha 10 MA Fund -1,53% 4/7
Nordea 1 – Alpha 15 MA Fund -2,30% 5/7

Fonds à profil de risque 4/7

Fonds 1 mois
R-co Valor C EUR 4,99%
CM-CIC Pierre C 4,96%
Flornoy Valeurs Familiales 4,74%
CM-CIC Objectif Environnement C 3,82%
Keren Patrimoine C 4,16%
Jupiter Global Ecology Diversified 5,48%
Gutenberg Patrimoine C 3,66%
SCHELCHER PRINCE CONVERTIBLES ESG (P) 4,00%
Tikehau SubFin Fund - A – Acc – EUR 4,74%
Sextant Grand Large A 3,62%
Jupiter Dynamic Bond 3,80%
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,69%
G FUND FUTURE FOR GENERATIONS 2,05%
Galilée Global Thematics - RC 3,56%
Tikehau 2027- R – Acc – EUR 3,94%
Russell Investments Multi-Asset Growth Strategy 2,79%
MAM Target 2027 3,12%
NN Patrimonial BEST 1,74%
BGF ESG Multi-Asset 3,38%
Flexigestion Patrimoine 2,57%
Invesco Pan European High Income 3,11%
OFI INVEST ESG MULTITRACK (R) 2,69%
Sunny Euro Stratégic Plus R 3,51%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 2,90%
VONTOBEL TwentyFour Strategic Income Fund 3,23%
R-co Thematic Silver Plus C EUR 1,33%
Axiom Obligataire OPCVM 3,05%
Invest Latitude Equilibre 1,13%
Echiquier ARTY A 2,14%
JPMorgan Investment Funds – Global Income Fund 2,26%
Betamax Global P 1,98%
Dorval Global Convictions - part R 2,36%
DNCA Invest Beyond Alterosa A 2,89%
Lazard Credit Opportunities RC EUR 4,16%
Auris Selection Def R EUR Acc 2,51%
BL Global Flexible 0,56%
ELEVA Absolute Return Europe R 1,08%
DNCA Invest Eurose A EUR 1,70%
Invest Latitude Patrimoine 0,70%
Pictet-Multi Asset Global Opps R EUR 1,55%
CANDRIAM SRI Bonds Global HY 1,31%
Kirao Multicaps Alpha 1,08%
EdRF Income Europe A EUR 1,47%
RobecoSAM SDG Credit Income 1,46%
Athymis Patrimoine P 2,11%
SCHELCHER IVO GLOBAL YIELD 2024 (P) 1,63%
Seven Fortress Fund : Class I 1,15%
Carmignac Portfolio Patrimoine Europe 1,70%
RobecoSAM Euro SDG Credits 1,62%
Sextant Bond Picking 1,87%
IVO Short Duration SRI 1,33%
Carmignac Patrimoine A EUR Acc -0,06%
CANDRIAM SRI Bonds Emerging Markets 1,34%
M&G (Lux) Global Macro Bond Fund 0,61%
Gay-Lussac Europe Flex Diversifiés 0,93%
Tikehau International Cross Assets – R – Acc – EUR 0,97%
Nordea 1 - Stable Return Fund 0,52%
HELIUM SELECTION 0,83%
Seven Diversified Fund Class I 0,22%
Lazard Patrimoine RC 0,87%
Sanso Objectif Durable 2024 A 0,84%
Ethna-AKTIV 0,65%
BNY Mellon Global Real Return Fund (EUR) -1,03%
Jupiter Strategic Absolute Return Bund Fund -0,14%
HELIUM ALPHA -0,86%
Nordea 1 – Alpha 10 MA Fund -1,78%

Fonds à profil de risque 5/7

Fonds 1 mois
C-Quadrat Europe Selection 9,44%
Robeco Global Consumer Trends 9,27%
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 12,49%
R-co Conviction Equity Value Euro C EUR 5,03%
Sofidy Selection 1 6,70%
Aberdeen Standard SICAV I - Listed Private Capital 9,96%
OTEA 1 5,64%
Sycomore [email protected] 4,96%
Comgest Monde C 6,33%
CM-CIC Global Leaders C 6,12%
R-co 4Change Inclusion & Handicap Equity C EUR 4,26%
Sycomore Eco Solutions 4,47%
Sextant Autour du Monde A 5,23%
DNCA Evolutif C 3,91%
Amplegest Proactif AC 3,45%
Dorval Convictions - Part R 3,53%
Robeco Sustainable Global Stars Equities 5,74%
Carmignac Portfolio Emerging Patrimoine 2,28%
Pluvalca Sustainable Opportunities 3,16%
COGEFI Flex Dynamic P 3,15%
Sycomore Shared Growth R 2,41%
First Eagle Amundi International AE-C 2,10%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 2,04%
Global Proactive Portfolio - P 3,08%
Amplegest Long Short IC 1,41%
Amplegest Long Short AC 1,41%
HMG DECOUVERTES PME - part C 3,05%
Raymond James Funds Smicrocaps 2,96%
Janus Henderson Balanced Fund 2,78%
Ecofi Agir pour le Climat 2,02%
Aberdeen Standard Sicav II - Multi-Asset Climate Opportunities Fund 3,73%
JPMorgan Investment Funds - Global Macro Opportunities Fund 4,15%
BBM V-Flex AC 1,48%
IVO Fixed Income EUR R Acc 2,13%
MAM Solution 1,15%
Covéa Flexible ISR C 0,66%
HMG Découvertes C 0,95%
DWS Invest Top Dividend -0,54%
CPR Invest – Croissance Réactive 0,41%
AXAWF Global Optimal Income E Cap EUR 0,14%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,18%
Hesper Fund – Global solutions (T-12 EUR) -0,39%
Nordea 1 – Alpha 15 MA Fund -2,64%

Fonds à profil de risque 6/7

Fonds 1 mois
Claresco Innovation 19,13%
BlueBox Funds Global Technology classe C 17,15%
Invesco Global Consumer Trends 15,99%
Janus Henderson Horizon Global Technology Leaders Fund 16,12%
BNY Mellon Mobility Innovation Fund 13,17%
Prévoir Gestion Actions C 13,00%
Fidelity Global Technology A-Dis-EUR 12,15%
MS INVF Europe Opportunity 10,59%
C-Quadrat Europe Multicap 9,32%
SRI Pictet – Clean Energy Transition – P EUR : 5 14,22%
G Fund – Avenir Europe 10,21%
BNP PARIBAS Disruptive technology 11,82%
Groupama Avenir Euro 11,19%
Montbleu Etoiles 7,09%
GALILEO MIDCAP 12,68%
Haas Actions Croissance C 7,46%
DNB Technology 9,73%
QUADRIGE MULTICAPS EUROPE 7,50%
RobecoSAM Smart Energy Equities 10,78%
Mansartis Europe C 7,14%
CANDRIAM Equities L Robotics 12,10%
LO Funds Global Prestige P EUR Acc 8,66%
Constance Be World A 9,16%
Quadrige Europe Midcaps 6,49%
Dorval European Climate Initiative Part R 7,23%
MainFirst Global Equities Fund 9,33%
Oddo BHF Immobilier CR-EUR 6,28%
Vega France Opportunités RC 6,26%
ELEVA Euroland Selection R 5,31%
Pluvalca Disruptive Opportunities A 7,07%
Threadneedle (Lux) Global Smaller Companies 8,26%
Renaissance Europe C 6,79%
Varenne Selection A-EUR 4,29%
C-Quadrat Global Equity ESG 8,55%
Amplegest Pricing Power IC 6,14%
Amplegest Pricing Power FC 6,09%
Amplegest Pricing Power AC 6,01%
CANDRIAM SRI Equities EMU 5,61%
VONTOBEL Clean Technology 6,92%
Valeur Intrinsèque P 6,27%
AAA Actions Agro Alimentaire RC 5,96%
Lazard Equity SRI C 4,86%
Templeton Global Climate Change Fund 6,15%
MainFirst Germany Fund (A) 5,07%
Clartan Ethos Esg Europe Small&Mid Cap C 4,89%
CPR Invest – Global Disruptive Opportunities 9,00%
BNPPARIBAS AQUA CLASSIC C 6,48%
Galilée Innovation Europe - RC 7,04%
OFI INVEST US EQUITY 8,15%
Janus Henderson Horizon Global Sustainable Equity Fund 8,53%
EXPORT EUROPE PALATINE R 4,50%
LF LUX Inflection Point Carb Imp Glb R EUR 8,29%
Talence Euromidcap 5,84%
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 5,00%
C-Quadrat Europe Smallcap 7,00%
EdR SICAV Euro Sust Growth A EUR 4,46%
Ostrum Actions Small&Mid Cap Euro RC 6,03%
HSBC SRI Euroland Equity AC 4,05%
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 8,01%
EdRF Big Data A EUR 6,73%
BSO France P 4,11%
Threadneedle Pan European ESG Equities 4,66%
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 10,37%
Mandarine Active Part R 5,33%
PALATINE PLANETE C 5,06%
VONTOBEL mtx Sustainable Emerging Markets Leaders 4,07%
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,09%
Ofi Invest ISR Grandes Marques A 5,74%
Amplegest MidCaps IC 5,75%
Amplegest MidCaps FC 5,70%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,05%
Amplegest Midcaps AC 5,63%
COGEFI Elixir P 5,33%
Amilton Premium Europe R 5,75%
Roche-Brune Euro Valeurs Responsables 3,91%
BNP Paribas Climate Impact 6,77%
Claresco USA 7,52%
MC Convictions France 5,69%
Clartan Valeurs C 4,20%
Sélection Action Rendement 4,77%
Wise 5 4,64%
SRI Pictet – Global Environmental Opportunities – P EUR : 4 7,58%
Covéa Ruptures A (C) 6,83%
Richelieu Family Small Cap R 4,82%
Jupiter Global Ecology Growth 8,02%
Kirao Smallcaps 4,28%
OFI RS ACT4 POSITIVE ECONOMY 4,54%
Platinium Ariane C 5,65%
Echiquier Agenor SRI Mid Cap Europe A 6,39%
Europa One R 4,78%
G Fund - Avenir Small Cap 6,84%
Russell Investments Low Carbon 5,80%
Kirao Multicaps AC 3,39%
Ecofi Avenir Plus 5,46%
Fideas Smart for Climate P Actions Eurozone ISR 3,40%
Generali Europe Mid-Caps 5,54%
Jupiter Financial Innovation 5,58%
COGEFI Prospective P 5,14%
G Fund World (R) Evolutions 5,40%
BDL Convictions 3,60%
QUADRIGE RENDEMENT France Midcaps 4,35%
Invesco Asia Consumer Demand 3,53%
Dorval Manageurs Small Cap Euro - Part R 4,65%
BDL Transition 5,38%
Portzamparc Opportunités ISR 3,63%
CG Nouvelle Asie C 2,91%
Galilée World Equity Thematics – RC 5,53%
Centifolia C A/I 3,16%
Candriam Eqs L Eurp Innovt C EUR Cap 3,88%
Sélection Action Rendement International 4,39%
Allianz Global Intelligent Cities - AT (H2-EUR) 7,49%
Fidelity World A-Acc-EUR 4,76%
Amundi Actions USA ISR P C 5,54%
Russell Investments World Equity Fund 4,93%
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 5,11%
DNB Fund Future Waves 5,50%
DNCA Invest Archer Mid-Cap Europe B EUR 5,63%
MCA Entreprendre PME 5,05%
Roche-Brune Euro PME 4,24%
Echiquier World Equity Growth A 4,79%
CPR Invest – Climate Action 4,27%
BNP PARIBAS CHINA EQUITY -0,64%
Montségur Croissance C 3,89%
Ecofi Trajectoires Durables 4,27%
GIS SRI Ageing Population 3,11%
Prévoir Pangea R 4,96%
Ecofi Enjeux Futurs 4,39%
Portzamparc PME ISR 7,04%
Russell Investments China Equity Fund 0,55%
Montségur Rendement C 2,37%
Echiquier Positive Impact Europe A 3,95%
Covéa Terra A (C) 3,58%
Sanso Smart Climate 4,21%
Portzamparc Europe PME ISR 7,04%
Tocqueville Silver Age ISR 2,68%
IDAM Small France R 4,37%
Erasmus Small Cap Euro R 4,12%
Copernic - RC 4,32%
Digital Stars Europe Acc 4,07%
HMG Rendement D A/I 4,11%
Digital Stars Europe 4,00%
Portzamparc Entrepreneurs ISR 3,39%
Sextant PME 3,46%
Mandarine Global Transition Part R 4,92%
Keren Essentiels C 5,43%
Nova Europe A 5,18%
ELEVA Leaders Small et Mid Cap Europe R 3,45%
DNCA Invest Beyond Global Leaders B EUR 5,01%
M&G (Lux) Positive Impact Fund 4,51%
Federal Multi PME P 3,81%
Quadrige France Smallcaps C 3,48%
Amundi Europe Microcaps PC 3,91%
Aberdeen Standard SICAV I - China A Share Equity 1,43%
COGEFI Chrysalide P 3,49%
Amplegest PME IC 3,73%
SLF (LUX) Equity Climate Impact EUR R Cap 4,31%
TCW Relative Value US Equities Fund 2,31%
JPMorgan Investment Funds – China A-Share Opportunities 0,15%
Pluvalca Initiative PME 4,45%
Amplegest PME AC 3,61%
Claresco Avenir P 2,70%
Gay-Lussac Green Impact 2,79%
Mandarine Europe Microcap R EUR 3,24%
Seven European Equity Class I 1,83%
Seven UCITS Seven European Eqty Fd EUR-R 1,76%
Candriam SRI Equity Em Mkts C EUR Acc 0,86%
MS INVF Asia Opportunity -2,16%
NN Global Impact Opps 3,13%
M&G (Lux) Global Listed Infrastructure Fund 2,55%
CPR Invest – Global Silver Age 1,37%
DNB Nordic Equities 3,03%
Betamax Europe Smart for Climate P Actions Europe -0,06%
Norden SRI 0,56%
FFG -0,73%
Alterna Plus 1,59%
Janus Henderson Horizon Biotechnology Fund 2,25%
Legg Mason ClearBridge Infrastructure Value Fund -0,27%
CANDRIAM Equities L Oncology Impact 0,48%
M&G (Lux) Episode Macro Fund EUR S-H Acc 0,94%
BDL REMPART -1,70%
JPMorgan Funds - Global Healthcare Fund -0,02%
Arc Actions Santé Innovante A -1,54%
BNP PARIBAS HEALTH CARE INNOVATORS -1,23%
Janus Henderson Global Life Sciences Fund -1,03%

Tous les fonds

Fonds 1 mois SRRI
MS INVF US Growth 27,77% 7/7
AXIOM EUROPEAN BANKS EQUITY 9,66% 7/7
Claresco Innovation 19,13% 6/7
BlueBox Funds Global Technology classe C 17,15% 6/7
Invesco Global Consumer Trends 15,99% 6/7
Janus Henderson Horizon Global Technology Leaders Fund 16,12% 6/7
Echiquier Artificial Intelligence B EUR 21,88% 7/7
BNY Mellon Mobility Innovation Fund 13,17% 6/7
Prévoir Gestion Actions C 13,00% 6/7
Fidelity Global Technology A-Dis-EUR 12,15% 6/7
MS INVF Europe Opportunity 10,59% 6/7
C-Quadrat Europe Multicap 9,32% 6/7
BNP PARIBAS ENERGY TRANSITION 13,61% 7/7
SRI Pictet – Clean Energy Transition – P EUR : 5 14,22% 6/7
G Fund – Avenir Europe 10,21% 6/7
BNP PARIBAS Disruptive technology 11,82% 6/7
Groupama Avenir Euro 11,19% 6/7
Montbleu Etoiles 7,09% 6/7
GALILEO MIDCAP 12,68% 6/7
Haas Actions Croissance C 7,46% 6/7
DNB Technology 9,73% 6/7
QUADRIGE MULTICAPS EUROPE 7,50% 6/7
RobecoSAM Smart Energy Equities 10,78% 6/7
Mansartis Europe C 7,14% 6/7
CANDRIAM Equities L Robotics 12,10% 6/7
LO Funds Global Prestige P EUR Acc 8,66% 6/7
Constance Be World A 9,16% 6/7
C-Quadrat Europe Selection 9,44% 5/7
Robeco Global Consumer Trends 9,27% 5/7
Quadrige Europe Midcaps 6,49% 6/7
Dorval European Climate Initiative Part R 7,23% 6/7
MainFirst Global Equities Fund 9,33% 6/7
Oddo BHF Immobilier CR-EUR 6,28% 6/7
Vega France Opportunités RC 6,26% 6/7
ELEVA Euroland Selection R 5,31% 6/7
TCW Funds - TCW Global Artificial Intelligence Equity Fund - AEHE 12,49% 5/7
R-co Conviction Equity Value Euro C EUR 5,03% 5/7
Pluvalca Disruptive Opportunities A 7,07% 6/7
Threadneedle (Lux) Global Smaller Companies 8,26% 6/7
Renaissance Europe C 6,79% 6/7
Varenne Selection A-EUR 4,29% 6/7
C-Quadrat Global Equity ESG 8,55% 6/7
R-co Valor C EUR 4,99% 4/7
Sofidy Selection 1 6,70% 5/7
Amplegest Pricing Power IC 6,14% 6/7
Amplegest Pricing Power FC 6,09% 6/7
Amplegest Pricing Power AC 6,01% 6/7
CANDRIAM SRI Equities EMU 5,61% 6/7
VONTOBEL Clean Technology 6,92% 6/7
Valeur Intrinsèque P 6,27% 6/7
AAA Actions Agro Alimentaire RC 5,96% 6/7
Lazard Equity SRI C 4,86% 6/7
Templeton Global Climate Change Fund 6,15% 6/7
MainFirst Germany Fund (A) 5,07% 6/7
Clartan Ethos Esg Europe Small&Mid Cap C 4,89% 6/7
CPR Invest – Global Disruptive Opportunities 9,00% 6/7
BNPPARIBAS AQUA CLASSIC C 6,48% 6/7
Galilée Innovation Europe - RC 7,04% 6/7
OFI INVEST US EQUITY 8,15% 6/7
Janus Henderson Horizon Global Sustainable Equity Fund 8,53% 6/7
EXPORT EUROPE PALATINE R 4,50% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 8,29% 6/7
Talence Euromidcap 5,84% 6/7
OFI INVEST ESG EQUITY CLIMATE CHANGE (RC) 5,00% 6/7
C-Quadrat Europe Smallcap 7,00% 6/7
EdR SICAV Euro Sust Growth A EUR 4,46% 6/7
Aberdeen Standard SICAV I - Listed Private Capital 9,96% 5/7
Ostrum Actions Small&Mid Cap Euro RC 6,03% 6/7
HSBC SRI Euroland Equity AC 4,05% 6/7
SLF (LUX) Equity Green Buildings & Infrastructure Impact EUR R Cap 8,01% 6/7
EdRF Big Data A EUR 6,73% 6/7
BSO France P 4,11% 6/7
CM-CIC Pierre C 4,96% 4/7
Threadneedle Pan European ESG Equities 4,66% 6/7
DNB Fund Renewable Energy 6,33% 7/7
OTEA 1 5,64% 5/7
Allianz Pet and Animal Wellbeing - AT (H2-EUR) 10,37% 6/7
Mandarine Active Part R 5,33% 6/7
PALATINE PLANETE C 5,06% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 4,07% 6/7
SRI Pictet – Global Megatrend Selection – P EUR : 4 7,09% 6/7
Sycomore [email protected] 4,96% 5/7
Ofi Invest ISR Grandes Marques A 5,74% 6/7
Amplegest MidCaps IC 5,75% 6/7
Comgest Monde C 6,33% 5/7
Amplegest MidCaps FC 5,70% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,05% 6/7
Amplegest Midcaps AC 5,63% 6/7
COGEFI Elixir P 5,33% 6/7
Amilton Premium Europe R 5,75% 6/7
Roche-Brune Euro Valeurs Responsables 3,91% 6/7
BNP Paribas Climate Impact 6,77% 6/7
Claresco USA 7,52% 6/7
MC Convictions France 5,69% 6/7
Clartan Valeurs C 4,20% 6/7
Sélection Action Rendement 4,77% 6/7
Wise 5 4,64% 6/7
SRI Pictet – Global Environmental Opportunities – P EUR : 4 7,58% 6/7
Covéa Ruptures A (C) 6,83% 6/7
CM-CIC Global Leaders C 6,12% 5/7
Richelieu Family Small Cap R 4,82% 6/7
Jupiter Global Ecology Growth 8,02% 6/7
Kirao Smallcaps 4,28% 6/7
OFI RS ACT4 POSITIVE ECONOMY 4,54% 6/7
Platinium Ariane C 5,65% 6/7
Flornoy Valeurs Familiales 4,74% 4/7
Echiquier Agenor SRI Mid Cap Europe A 6,39% 6/7
Europa One R 4,78% 6/7
R-co 4Change Inclusion & Handicap Equity C EUR 4,26% 5/7
G Fund - Avenir Small Cap 6,84% 6/7
Russell Investments Low Carbon 5,80% 6/7
Kirao Multicaps AC 3,39% 6/7
Ecofi Avenir Plus 5,46% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 3,40% 6/7
Generali Europe Mid-Caps 5,54% 6/7
Jupiter Financial Innovation 5,58% 6/7
Sycomore Eco Solutions 4,47% 5/7
CM-CIC Objectif Environnement C 3,82% 4/7
COGEFI Prospective P 5,14% 6/7
G Fund World (R) Evolutions 5,40% 6/7
BDL Convictions 3,60% 6/7
Sextant Autour du Monde A 5,23% 5/7
QUADRIGE RENDEMENT France Midcaps 4,35% 6/7
Invesco Asia Consumer Demand 3,53% 6/7
Dorval Manageurs Small Cap Euro - Part R 4,65% 6/7
BDL Transition 5,38% 6/7
Portzamparc Opportunités ISR 3,63% 6/7
CG Nouvelle Asie C 2,91% 6/7
DNCA Evolutif C 3,91% 5/7
Galilée World Equity Thematics – RC 5,53% 6/7
Centifolia C A/I 3,16% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 3,88% 6/7
Sélection Action Rendement International 4,39% 6/7
Allianz Global Intelligent Cities - AT (H2-EUR) 7,49% 6/7
Amplegest Proactif AC 3,45% 5/7
Fidelity World A-Acc-EUR 4,76% 6/7
Amundi Actions USA ISR P C 5,54% 6/7
Russell Investments World Equity Fund 4,93% 6/7
SLF (LUX) Equity Environment & Biodiversity Impact EUR R Cap 5,11% 6/7
DNB Fund Future Waves 5,50% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 5,63% 6/7
MCA Entreprendre PME 5,05% 6/7
Roche-Brune Euro PME 4,24% 6/7
Echiquier World Equity Growth A 4,79% 6/7
Dorval Convictions - Part R 3,53% 5/7
CPR Invest – Climate Action 4,27% 6/7
BNP PARIBAS CHINA EQUITY -0,64% 6/7
Montségur Croissance C 3,89% 6/7
Ecofi Trajectoires Durables 4,27% 6/7
GIS SRI Ageing Population 3,11% 6/7
Prévoir Pangea R 4,96% 6/7
Ecofi Enjeux Futurs 4,39% 6/7
Portzamparc PME ISR 7,04% 6/7
Robeco Sustainable Global Stars Equities 5,74% 5/7
Russell Investments China Equity Fund 0,55% 6/7
Montségur Rendement C 2,37% 6/7
Echiquier Positive Impact Europe A 3,95% 6/7
Covéa Terra A (C) 3,58% 6/7
Sanso Smart Climate 4,21% 6/7
Portzamparc Europe PME ISR 7,04% 6/7
Tocqueville Silver Age ISR 2,68% 6/7
IDAM Small France R 4,37% 6/7
Erasmus Small Cap Euro R 4,12% 6/7
Copernic - RC 4,32% 6/7
Digital Stars Europe Acc 4,07% 6/7
HMG Rendement D A/I 4,11% 6/7
Digital Stars Europe 4,00% 6/7
Portzamparc Entrepreneurs ISR 3,39% 6/7
Carmignac Portfolio Emerging Patrimoine 2,28% 5/7
Sextant PME 3,46% 6/7
Keren Patrimoine C 4,16% 4/7
Mandarine Global Transition Part R 4,92% 6/7
Pluvalca Sustainable Opportunities 3,16% 5/7
Keren Essentiels C 5,43% 6/7
Jupiter Global Ecology Diversified 5,48% 4/7
Nova Europe A 5,18% 6/7
COGEFI Flex Dynamic P 3,15% 5/7
ELEVA Leaders Small et Mid Cap Europe R 3,45% 6/7
Sycomore Shared Growth R 2,41% 5/7
DNCA Invest Beyond Global Leaders B EUR 5,01% 6/7
Gutenberg Patrimoine C 3,66% 4/7
M&G (Lux) Positive Impact Fund 4,51% 6/7
Federal Multi PME P 3,81% 6/7
Quadrige France Smallcaps C 3,48% 6/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) 4,00% 4/7
Amundi Europe Microcaps PC 3,91% 6/7
First Eagle Amundi International AE-C 2,10% 5/7
Tikehau SubFin Fund - A – Acc – EUR 4,74% 4/7
Aberdeen Standard SICAV I - China A Share Equity 1,43% 6/7
Sextant Grand Large A 3,62% 4/7
COGEFI Chrysalide P 3,49% 6/7
Amplegest PME IC 3,73% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 2,04% 5/7
Jupiter Dynamic Bond 3,80% 4/7
SLF (LUX) Equity Climate Impact EUR R Cap 4,31% 6/7
TCW Relative Value US Equities Fund 2,31% 6/7
JPMorgan Investment Funds – China A-Share Opportunities 0,15% 6/7
Pluvalca Initiative PME 4,45% 6/7
Global Proactive Portfolio - P 3,08% 5/7
Amplegest PME AC 3,61% 6/7
Claresco Avenir P 2,70% 6/7
Gay-Lussac Green Impact 2,79% 6/7
Mandarine Europe Microcap R EUR 3,24% 6/7
SLF (LUX) Bond High Yield Opportunity 2026 EUR R Cap 3,69% 4/7
Seven European Equity Class I 1,83% 6/7
G FUND FUTURE FOR GENERATIONS 2,05% 4/7
Galilée Global Thematics - RC 3,56% 4/7
Tikehau 2027- R – Acc – EUR 3,94% 4/7
Amplegest Long Short IC 1,41% 5/7
Amplegest Long Short AC 1,41% 5/7
Seven UCITS Seven European Eqty Fd EUR-R 1,76% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 0,86% 6/7
HMG DECOUVERTES PME - part C 3,05% 5/7
Russell Investments Multi-Asset Growth Strategy 2,79% 4/7
Raymond James Funds Smicrocaps 2,96% 5/7
MAM Target 2027 3,12% 4/7
MS INVF Asia Opportunity -2,16% 6/7
NN Patrimonial BEST 1,74% 4/7
BGF ESG Multi-Asset 3,38% 4/7
Flexigestion Patrimoine 2,57% 4/7
NN Global Impact Opps 3,13% 6/7
Janus Henderson Balanced Fund 2,78% 5/7
Invesco Pan European High Income 3,11% 4/7
Sycomore Allocation Patrimoine R 2,79%