Transcipt de l’interview faite sur BFM Business au sujet du fonds FDC Citadelle de la Financière de la Cité.

Aujourd’hui vous nous parlez du fonds FDC Citadelle, de quoi s’agit-il ?

  • FDC : Financière de la Cité, une boutique
  • Citadelle : actions Euro grande cap
  • Le fonds fête ses 3 ans
  • Noté 5 étoiles par MS et Quantalys

Quels sont les résultats ?

  • En performances, bien
  • 7,80% par an sur 3 ans
  • Plutôt faible volatilité
  • S’est montré plutôt défensif fin 2018

On trouve quoi dans ce fonds ?

  • Plutôt une approche value
  • Cherche des actions faiblement valorisées
  • Portefeuille très concentré : environ 25 lignes !
  • Assez typique des portefeuilles de conviction
  • Les 10 premières lignes : 57% des encours

Concrètement, il y a quoi en portefeuille ?

  • Des valeurs connues :
  • Sanofi, Nokia, Gemalto…
  • Et de moins connues :
  • NH Group (Hotel), Kion Group (industrie)
  • Attention, un fort tropisme français :

On y va ?

  • C’est une offre qui se regarde
  • Maison sérieuse
  • Plusieurs fonds qui se comportent bien :
  • FDC Vectis (obligations globales), Monceau Patrimoine…

Fonds à profil de risque 4/7

Fonds YTD
Seven UCITS Seven Fortress Fund EUR-I 5,60%
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 3,39%
Carmignac Patrimoine A EUR Acc 1,38%
Ofi Flexible Global Multi Asset R 0,98%
AIM Lux AIM Europe Selection C EUR 0,12%
Varenne Valeur A-EUR -0,53%
AIM Réactif C -0,74%
Seven UCITS Seven Diversified Fund EUR-I -0,76%
Oddo BHF ProActif Europe CR-EUR -0,98%
Flexigestion Patrimoine -1,18%
DNCA Evolutif C -1,41%
Annapurna Alpha Europe C -2,22%
Invest Latitude Monde A -2,34%
Ethna-DYNAMISCH T -2,50%
Athymis Patrimoine P -2,52%
MDPS TOBAM Anti-Benchmark Multi-Asset B1 -3,06%
DPAM L Bonds Emerging Markets Sust L EUR -3,67%
Lazard Patrimoine RC -4,02%
DWS Concept Kaldemorgen EUR LC -4,27%
SLF (F) Harmony P -4,36%
Gutenberg Patrimoine C -4,44%
Alienor Alter Euro A -4,79%
Betamax Global P A/I -4,84%
Raymond James Microcaps A -5,13%
DNCA Invest Beyond Alterosa A -5,17%
BBM V-Flex AC -5,41%
SLF (F) Vitality P -6,13%
Rouvier Evolution C -6,67%
EdRF Income Europe A EUR -7,06%
EdR Patrimoine A -7,11%
Invesco Balanced-Risk Allc E EUR Acc -7,11%
Amplegest Long/Short IC -7,23%
Amplegest Long/Short AC -7,44%
BNP Paribas Em Bd Opps Cl C -7,62%
BNP Paribas Target Risk Balanced Cl R -8,03%
DNCA Invest Eurose A EUR -8,91%
Apprécio E (EUR) -9,21%
Jupiter Flexible Inc L EUR Acc -9,22%
Otea 1 R -9,72%
Gaspal Patrimoine R -9,95%
Bellatrix C -10,67%
Fidelity Patrimoine A-Acc-EUR -11,21%
Amplegest Proactif AC -12,35%
SLF (F) Opportunité Hi Yld 2023 P Cap -12,81%
Arc Patrimoine C -16,32%
IVO Fixed Income EUR R Acc -17,74%
HMG Rendement D A/I -20,77%

Fonds à profil de risque 5/7

Fonds YTD
Candriam Eqs L Onclgy Impct CH EUR Cap 8,32%
Constance Be World A 6,65%
Montségur Croissance C 6,56%
DNCA Invest Beyond Global Leaders B EUR 5,38%
JPM Global Macro Opps A (acc) EUR 5,23%
JPM Global Macro Opps D (acc) EUR 4,91%
Comgest Growth Eurp Smlr Coms EUR Acc 3,27%
Threadneedle (Lux) Glb Smlr Coms ZE 1,60%
Candriam Eqs L Eurp Innovt C EUR Cap 1,54%
Richelieu Family Small Cap R 0,26%
Erasmus Small Cap Euro R 0,00%
Amilton Premium Europe R -0,15%
Nordea 1 - Global Climate & Envir BP EUR -0,24%
Sélection Action Rendement International -0,38%
CPR Croissance Réactive P -0,77%
DNCA Invest Archer Mid-Cap Europe B EUR -1,09%
Covéa Flexible ISR C -1,24%
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc -1,70%
Sycomore Shared Growth R -1,72%
CM-CIC Global Leaders C -1,82%
Tikehau Global Value P -2,37%
Platinium Ariane C -2,37%
Tocqueville Megatrends C -2,82%
Seven UCITS Seven European Eqty Fd EUR-I -2,92%
Sycomore Fund Eco Solutions R EUR -2,95%
Seven UCITS Seven European Eqty Fd EUR-R -3,18%
Quadrige Multicaps Europe C -3,59%
Dorval Convictions PEA RC -4,25%
Sycomore Fund Happy @ Work R -4,98%
Digital Stars Europe Acc -5,07%
Digital Stars Europe P EUR -5,15%
Ecofi Enjeux Futurs C -5,31%
Sofidy Selection 1 P -5,43%
EdR SICAV Euro Sust Growth A EUR -5,53%
Aviva Grandes Marques ISR A A/I -5,53%
Nova Europe A -5,58%
Nouvelle Stratégie 50 -5,88%
Sextant PME A -6,03%
Federal Multi PME P -6,17%
Amplegest Pricing Power IC -6,21%
AXAWF Global Optimal Income E Cap EUR -6,36%
Amplegest Pricing Power FC -6,42%
Sélection Action Rendement -6,50%
BNP Paribas Climate Impact Privl C -6,55%
Amplegest Pricing Power AC -6,63%
Flornoy Valeurs Familiales R -6,63%
Kirao Multicaps AC -7,31%
CM-CIC Pierre C -7,51%
CM-CIC Objectif Environnement C -7,68%
Ostrum Actions Small&Mid Cap Euro RC -7,89%
Amundi Europe Microcaps PC -7,97%
MDPS TOBAM AntiBench Euro Equity B -8,05%
First Eagle Amundi International AE-C -8,12%
Talence Optimal AC -8,30%
CPR Silver Age P A/I -8,33%
DWS Invest Top Dividend LC -8,95%
Montbleu Etoiles -9,02%
Mandarine Europe Microcap R EUR -9,81%
Vega France Opportunités RC -10,07%
Quadrige Europe Midcaps C -10,14%
AAA Actions Agro Alimentaire RC -10,16%
AIM Lux AIM Europe Multicaps C EUR -10,25%
Betamax Europe P A/I -10,38%
Franklin Glbl Fdmtl Strats A(acc)EUR -10,46%
Amplegest PME IC -10,69%
Tiepolo Valeurs C -10,98%
Amplegest PME AC -11,10%
Martin Maurel Valeurs Humaines C EUR -11,15%
BNY Mellon Global Equity Inc EUR A Acc -11,15%
AIM Lux C-Quadrat Europe Microcap R EUR -11,29%
MCA Entreprendre PME -11,74%
Aviva Flexible Emergents A -12,01%
Oddo BHF Immobilier CR-EUR -12,06%
Mandarine Opportunités R -12,24%
IDAM Small France R -12,78%
MC Convictions France -12,78%
DNCA Invest Beyond Infras & Trans B EUR -12,86%
Mandarine Optimal Value R -12,93%
AMM Finance SICAV-Amazone Euro Fd -13,04%
Amplegest Midcaps IC -13,10%
Amplegest Midcaps FC -13,28%
Amplegest Midcaps AC -13,51%
Wise5 -14,76%
Templeton Em Mkts Smlr Coms A(acc)EUR -14,93%
Montségur Rendement C -14,95%
Keren Essentiels C -15,04%
Aviva Valeurs Immobilières A A/I -15,14%
Rouvier Valeurs C -16,55%
Sextant Autour du Monde A -16,65%
BDL Convictions C -17,36%
HMG Globetrotter C -18,29%
AIM Lux C-Quadrat Global Microcap R EUR -20,88%
Centifolia C A/I -21,20%

Fonds à profil de risque 6/7

Fonds YTD
Fidelity Global Technology A-Dis-EUR 8,90%
BNP Paribas Disrpt Tech Cl C 7,18%
Prévoir Gestion Actions C 5,09%
Candriam Eqs L Rbtc&Innov Tech CH EURCap 4,75%
Pluvalca Disruptive Opportunities A 4,10%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 3,88%
LO Funds Global Prestige P EUR Acc 3,16%
Jupiter Financial Innovt L EUR Acc 0,16%
HAAS Actions Croissance C -0,29%
Fidelity World A-Acc-EUR -1,87%
OFI FUND RS European Eq Pstv Economy R-C -2,01%
Echiquier World Equity Growth A -2,44%
LF LUX Inflection Point Carb Imp Glb R € -3,78%
Mansartis Europe C -4,34%
Prévoir Pangea R -4,41%
US Opéra C -4,95%
Candriam SRI Equity Em Mkts C EUR Acc -5,12%
Swiss Life (LUX) Equity USA R USD Cap -5,15%
R-co Valor C EUR -5,84%
Amundi Actions USA ISR P C -6,13%
Europa One R -6,90%
EdRF Big Data A EUR -7,11%
Vontobel mtx Sust EmMkts Ldrs I USD -7,81%
Portzamparc Europe PME C -8,72%
Templeton Asian Growth N(acc)USD -8,87%
NN (L) Euro High Dividend P Cap EUR -8,99%
Candriam SRI Equity EMU C EUR Acc -9,31%
Claresco Avenir P -9,83%
Eleva UCITS Eleva Euroland Sel R EUR acc -10,03%
HSBC SRI Euroland Equity AC -10,05%
Allianz Valeurs Durables RC -10,05%
EdRF Global Emerging A EUR -10,11%
Generali IS SRI Ageing Population DX EUR -10,23%
Lazard Equity SRI C -10,67%
Valeur Intrinsèque P -12,18%
Anthracite B -13,41%
BSO France P -14,11%
Quadrige France Smallcaps C -18,98%
Dorval Manageurs R C -19,16%
Generali IS European Eq Rcvy D EUR Acc -21,56%
Carmignac Pf Commodities A EUR Acc -21,70%
Fidelity France A-Dis-EUR -27,71%
Fideas Smart for Climate Act Euroz P A/I 0,00%

Fonds à profil de risque 7/7

Tous les fonds

Fonds YTD SRRI
Candriam Abs Ret Eq Mkt Netrl C EUR 11,52% 7/7
Fidelity Global Technology A-Dis-EUR 8,90% 6/7
Candriam Eqs L Onclgy Impct CH EUR Cap 8,32% 5/7
BNP Paribas Disrpt Tech Cl C 7,18% 6/7
Constance Be World A 6,65% 5/7
Montségur Croissance C 6,56% 5/7
Seven UCITS Seven Fortress Fund EUR-I 5,60% 4/7
DNCA Invest Beyond Global Leaders B EUR 5,38% 5/7
JPM Global Macro Opps A (acc) EUR 5,23% 5/7
Prévoir Gestion Actions C 5,09% 6/7
JPM Global Macro Opps D (acc) EUR 4,91% 5/7
Candriam Eqs L Rbtc&Innov Tech CH EURCap 4,75% 6/7
Pluvalca Disruptive Opportunities A 4,10% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 3,88% 6/7
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 3,39% 4/7
Comgest Growth Eurp Smlr Coms EUR Acc 3,27% 5/7
LO Funds Global Prestige P EUR Acc 3,16% 6/7
Jupiter Dynamic Bond L EUR Acc 1,83% 3/7
Threadneedle (Lux) Glb Smlr Coms ZE 1,60% 5/7
Candriam Eqs L Eurp Innovt C EUR Cap 1,54% 5/7
Carmignac Patrimoine A EUR Acc 1,38% 4/7
Ofi Flexible Global Multi Asset R 0,98% 4/7
Richelieu Family Small Cap R 0,26% 5/7
Candriam SRI Bd Glbl Hi Yld C EUR Acc 0,19% 3/7
Jupiter Financial Innovt L EUR Acc 0,16% 6/7
AIM Lux AIM Europe Selection C EUR 0,12% 4/7
Erasmus Small Cap Euro R 0,00% 5/7
Amilton Premium Europe R -0,15% 5/7
Franklin European Ttl Ret A(acc)EUR -0,19% 3/7
Nordea 1 - Global Climate & Envir BP EUR -0,24% 5/7
HAAS Actions Croissance C -0,29% 6/7
Sélection Action Rendement International -0,38% 5/7
Varenne Valeur A-EUR -0,53% 4/7
AIM Réactif C -0,74% 4/7
Seven UCITS Seven Diversified Fund EUR-I -0,76% 4/7
CPR Croissance Réactive P -0,77% 5/7
Oddo BHF ProActif Europe CR-EUR -0,98% 4/7
DNCA Invest Archer Mid-Cap Europe B EUR -1,09% 5/7
Vontobel TwentyFour StratInc HI Hdg EUR -1,10% 3/7
Flexigestion Patrimoine -1,18% 4/7
Covéa Flexible ISR C -1,24% 5/7
DNCA Evolutif C -1,41% 4/7
Pictet-Multi Asset Global Opps R EUR -1,43% 3/7
Candriam Patrimoine Obli-Inter C -1,48% 2/7
EdRF Bond Allocation A EUR Acc -1,67% 3/7
GF Fidélité P -1,70% 3/7
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc -1,70% 5/7
Sycomore Shared Growth R -1,72% 5/7
Candriam Risk Arbitrage C -1,74% 3/7
CM-CIC Global Leaders C -1,82% 5/7
Fidelity World A-Acc-EUR -1,87% 6/7
OFI FUND RS European Eq Pstv Economy R-C -2,01% 6/7
Haas Epargne Patrimoine C -2,07% 3/7
Annapurna Alpha Europe C -2,22% 4/7
Invest Latitude Monde A -2,34% 4/7
Tikehau Global Value P -2,37% 5/7
Platinium Ariane C -2,37% 5/7
Groupama Crédit Euro ISR IC -2,40% 3/7
Echiquier World Equity Growth A -2,44% 6/7
Ethna-DYNAMISCH T -2,50% 4/7
Athymis Patrimoine P -2,52% 4/7
SLF (F) Defensive P -2,66% 3/7
Tocqueville Megatrends C -2,82% 5/7
Seven UCITS Seven European Eqty Fd EUR-I -2,92% 5/7
Sycomore Fund Eco Solutions R EUR -2,95% 5/7
Auris Selection Def R EUR Acc -2,99% 3/7
MDPS TOBAM Anti-Benchmark Multi-Asset B1 -3,06% 4/7
EdR SICAV Euro Sustainable Credit A EUR -3,14% 3/7
Seven UCITS Seven European Eqty Fd EUR-R -3,18% 5/7
CamGestion Obligations Europe Classic -3,55% 3/7
Quadrige Multicaps Europe C -3,59% 5/7
DPAM L Bonds Emerging Markets Sust L EUR -3,67% 4/7
Trusteam Optimum A -3,69% 2/7
Candriam SRI Bond Em Mkts C H EUR Acc -3,71% 3/7
LF LUX Inflection Point Carb Imp Glb R € -3,78% 6/7
Lazard Patrimoine RC -4,02% 4/7
Alterna Plus -4,05% 3/7
Dorval Convictions PEA RC -4,25% 5/7
DWS Concept Kaldemorgen EUR LC -4,27% 4/7
Mansartis Europe C -4,34% 6/7
SLF (F) Harmony P -4,36% 4/7
Prévoir Pangea R -4,41% 6/7
Federal Ethi-Patrimoine A -4,44% 2/7
Gutenberg Patrimoine C -4,44% 4/7
Alienor Alter Euro A -4,79% 4/7
Aviva Investors Alpha Yield I A/I -4,83% 3/7
Betamax Global P A/I -4,84% 4/7
US Opéra C -4,95% 6/7
Sycomore Fund Happy @ Work R -4,98% 5/7
Digital Stars Europe Acc -5,07% 5/7
Candriam SRI Equity Em Mkts C EUR Acc -5,12% 6/7
Raymond James Microcaps A -5,13% 4/7
Swiss Life (LUX) Equity USA R USD Cap -5,15% 6/7
Digital Stars Europe P EUR -5,15% 5/7
DNCA Invest Beyond Alterosa A -5,17% 4/7
Ecofi Enjeux Futurs C -5,31% 5/7
Sextant Bond Picking A -5,40% 2/7
BBM V-Flex AC -5,41% 4/7
Sofidy Selection 1 P -5,43% 5/7
EdR SICAV Euro Sust Growth A EUR -5,53% 5/7
Aviva Grandes Marques ISR A A/I -5,53% 5/7
Karakoram Euro Rendement Réel C -5,55% 2/7
Nova Europe A -5,58% 5/7
Sanso Short Duration C -5,60% 3/7
R-co Valor C EUR -5,84% 6/7
Nouvelle Stratégie 50 -5,88% 5/7
Sextant PME A -6,03% 5/7
SLF (F) Vitality P -6,13% 4/7
Amundi Actions USA ISR P C -6,13% 6/7
Federal Multi PME P -6,17% 5/7
Amplegest Pricing Power IC -6,21% 5/7
Sycomore Allocation Patrimoine R -6,24% 3/7
CPG Oblig -6,35% 3/7
AXAWF Global Optimal Income E Cap EUR -6,36% 5/7
Amplegest Pricing Power FC -6,42% 5/7
Sélection Action Rendement -6,50% 5/7
BNP Paribas Climate Impact Privl C -6,55% 5/7
Amplegest Pricing Power AC -6,63% 5/7
Flornoy Valeurs Familiales R -6,63% 5/7
Cogefi Short Term Bond P -6,66% 3/7
Rouvier Evolution C -6,67% 4/7
Twenty First Capital Rendement Euro + C -6,79% 3/7
Europa One R -6,90% 6/7
Sextant Grand Large A -7,05% 3/7
EdRF Income Europe A EUR -7,06% 4/7
EdR Patrimoine A -7,11% 4/7
EdRF Big Data A EUR -7,11% 6/7
Invesco Balanced-Risk Allc E EUR Acc -7,11% 4/7
Amplegest Long/Short IC -7,23% 4/7
Kirao Multicaps AC -7,31% 5/7
Amplegest Long/Short AC -7,44% 4/7
Salamandre Euro Rendement C -7,44% 3/7
CM-CIC Pierre C -7,51% 5/7
BNP Paribas Em Bd Opps Cl C -7,62% 4/7
CM-CIC Objectif Environnement C -7,68% 5/7
Sunny Euro Stratégic Plus R -7,68% 3/7
Vontobel mtx Sust EmMkts Ldrs I USD -7,81% 6/7
Ostrum Actions Small&Mid Cap Euro RC -7,89% 5/7
Amundi Europe Microcaps PC -7,97% 5/7
BNP Paribas Target Risk Balanced Cl R -8,03% 4/7
MDPS TOBAM AntiBench Euro Equity B -8,05% 5/7
First Eagle Amundi International AE-C -8,12% 5/7
Talence Optimal AC -8,30% 5/7
CPR Silver Age P A/I -8,33% 5/7
Portzamparc Europe PME C -8,72% 6/7
Templeton Asian Growth N(acc)USD -8,87% 6/7
DNCA Invest Eurose A EUR -8,91% 4/7
DWS Invest Top Dividend LC -8,95% 5/7
NN (L) Euro High Dividend P Cap EUR -8,99% 6/7
Montbleu Etoiles -9,02% 5/7
Apprécio E (EUR) -9,21% 4/7
Jupiter Flexible Inc L EUR Acc -9,22% 4/7
Candriam SRI Equity EMU C EUR Acc -9,31% 6/7
Otea 1 R -9,72% 4/7
Mandarine Europe Microcap R EUR -9,81% 5/7
Claresco Avenir P -9,83% 6/7
Gaspal Patrimoine R -9,95% 4/7
Eleva UCITS Eleva Euroland Sel R EUR acc -10,03% 6/7
HSBC SRI Euroland Equity AC -10,05% 6/7
Allianz Valeurs Durables RC -10,05% 6/7
Vega France Opportunités RC -10,07% 5/7
Vontobel Emerging Mkt Corp Bd I USD -10,07% 3/7
EdRF Global Emerging A EUR -10,11% 6/7
Quadrige Europe Midcaps C -10,14% 5/7
AAA Actions Agro Alimentaire RC -10,16% 5/7
Generali IS SRI Ageing Population DX EUR -10,23% 6/7
AIM Lux AIM Europe Multicaps C EUR -10,25% 5/7
Betamax Europe P A/I -10,38% 5/7
Franklin Glbl Fdmtl Strats A(acc)EUR -10,46% 5/7
Bellatrix C -10,67% 4/7
Lazard Equity SRI C -10,67% 6/7
Amplegest PME IC -10,69% 5/7
Tiepolo Valeurs C -10,98% 5/7
Amplegest PME AC -11,10% 5/7
Martin Maurel Valeurs Humaines C EUR -11,15% 5/7
BNY Mellon Global Equity Inc EUR A Acc -11,15% 5/7
Fidelity Patrimoine A-Acc-EUR -11,21% 4/7
AIM Lux C-Quadrat Europe Microcap R EUR -11,29% 5/7
MCA Entreprendre PME -11,74% 5/7
Aviva Flexible Emergents A -12,01% 5/7
Oddo BHF Immobilier CR-EUR -12,06% 5/7
Valeur Intrinsèque P -12,18% 6/7
Mandarine Opportunités R -12,24% 5/7
Amplegest Proactif AC -12,35% 4/7
IDAM Small France R -12,78% 5/7
MC Convictions France -12,78% 5/7
SLF (F) Opportunité Hi Yld 2023 P Cap -12,81% 4/7
DNCA Invest Beyond Infras & Trans B EUR -12,86% 5/7
Mandarine Optimal Value R -12,93% 5/7
AMM Finance SICAV-Amazone Euro Fd -13,04% 5/7
Amplegest Midcaps IC -13,10% 5/7
Amplegest Midcaps FC -13,28% 5/7
Anthracite B -13,41% 6/7
Amplegest Midcaps AC -13,51% 5/7
BSO France P -14,11% 6/7
Wise5 -14,76% 5/7
Templeton Em Mkts Smlr Coms A(acc)EUR -14,93% 5/7
Montségur Rendement C -14,95% 5/7
Keren Essentiels C -15,04% 5/7
Aviva Valeurs Immobilières A A/I -15,14% 5/7
Arc Patrimoine C -16,32% 4/7
Rouvier Valeurs C -16,55% 5/7
Sextant Autour du Monde A -16,65% 5/7
BDL Convictions C -17,36% 5/7
IVO Fixed Income EUR R Acc -17,74% 4/7
HMG Globetrotter C -18,29% 5/7
Quadrige France Smallcaps C -18,98% 6/7
Dorval Manageurs R C -19,16% 6/7
HMG Rendement D A/I -20,77% 4/7
AIM Lux C-Quadrat Global Microcap R EUR -20,88% 5/7
Centifolia C A/I -21,20% 5/7
Generali IS European Eq Rcvy D EUR Acc -21,56% 6/7
Carmignac Pf Commodities A EUR Acc -21,70% 6/7
Fidelity France A-Dis-EUR -27,71% 6/7
H2O Multistrategies R C -60,30% 7/7
Fideas Smart for Climate Act Euroz P A/I 0,00% 6/7

Fonds à profil de risque 4/7

Fonds 1 mois
Seven UCITS Seven Fortress Fund EUR-I 0,21%
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 3,45%
Carmignac Patrimoine A EUR Acc 4,56%
Ofi Flexible Global Multi Asset R 6,17%
AIM Lux AIM Europe Selection C EUR 8,61%
Varenne Valeur A-EUR 4,41%
AIM Réactif C 0,21%
Seven UCITS Seven Diversified Fund EUR-I 0,33%
Oddo BHF ProActif Europe CR-EUR 3,57%
Flexigestion Patrimoine 4,32%
DNCA Evolutif C 8,31%
Annapurna Alpha Europe C 1,77%
Invest Latitude Monde A -2,34%
Ethna-DYNAMISCH T 4,29%
Athymis Patrimoine P 2,51%
MDPS TOBAM Anti-Benchmark Multi-Asset B1 5,34%
DPAM L Bonds Emerging Markets Sust L EUR 5,54%
Lazard Patrimoine RC 5,49%
DWS Concept Kaldemorgen EUR LC 2,45%
SLF (F) Harmony P 5,02%
Gutenberg Patrimoine C 7,29%
Alienor Alter Euro A 0,90%
Betamax Global P A/I 2,44%
Raymond James Microcaps A 9,65%
DNCA Invest Beyond Alterosa A 4,39%
BBM V-Flex AC 8,26%
SLF (F) Vitality P 7,28%
Rouvier Evolution C 6,79%
EdRF Income Europe A EUR 3,27%
EdR Patrimoine A 3,25%
Invesco Balanced-Risk Allc E EUR Acc 5,45%
Amplegest Long/Short IC 7,90%
Amplegest Long/Short AC 7,86%
BNP Paribas Em Bd Opps Cl C 7,45%
BNP Paribas Target Risk Balanced Cl R 2,07%
DNCA Invest Eurose A EUR 4,40%
Apprécio E (EUR) 7,95%
Jupiter Flexible Inc L EUR Acc 4,74%
Otea 1 R 7,39%
Gaspal Patrimoine R 5,71%
Bellatrix C 6,62%
Fidelity Patrimoine A-Acc-EUR 7,39%
Amplegest Proactif AC 3,51%
SLF (F) Opportunité Hi Yld 2023 P Cap 7,75%
Arc Patrimoine C 2,30%
IVO Fixed Income EUR R Acc 16,07%
HMG Rendement D A/I 8,05%

Fonds à profil de risque 5/7

Fonds 1 mois
Candriam Eqs L Onclgy Impct CH EUR Cap 8,27%
Constance Be World A 10,68%
Montségur Croissance C 10,73%
DNCA Invest Beyond Global Leaders B EUR 5,72%
JPM Global Macro Opps A (acc) EUR 1,62%
JPM Global Macro Opps D (acc) EUR 1,56%
Comgest Growth Eurp Smlr Coms EUR Acc 9,42%
Threadneedle (Lux) Glb Smlr Coms ZE 13,28%
Candriam Eqs L Eurp Innovt C EUR Cap 11,36%
Richelieu Family Small Cap R 13,08%
Erasmus Small Cap Euro R 12,52%
Amilton Premium Europe R 14,10%
Nordea 1 - Global Climate & Envir BP EUR 11,67%
Sélection Action Rendement International 4,87%
CPR Croissance Réactive P 3,74%
DNCA Invest Archer Mid-Cap Europe B EUR 14,01%
Covéa Flexible ISR C 6,09%
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc 8,63%
Sycomore Shared Growth R 8,02%
CM-CIC Global Leaders C 6,79%
Tikehau Global Value P 9,99%
Platinium Ariane C 12,59%
Tocqueville Megatrends C 12,53%
Seven UCITS Seven European Eqty Fd EUR-I 14,23%
Sycomore Fund Eco Solutions R EUR 15,11%
Seven UCITS Seven European Eqty Fd EUR-R 14,08%
Quadrige Multicaps Europe C 11,02%
Dorval Convictions PEA RC 12,08%
Sycomore Fund Happy @ Work R 10,93%
Digital Stars Europe Acc 12,08%
Digital Stars Europe P EUR 9,35%
Ecofi Enjeux Futurs C 10,29%
Sofidy Selection 1 P 10,98%
EdR SICAV Euro Sust Growth A EUR 11,85%
Aviva Grandes Marques ISR A A/I 7,49%
Nova Europe A 8,51%
Nouvelle Stratégie 50 10,83%
Sextant PME A 11,47%
Federal Multi PME P 8,81%
Amplegest Pricing Power IC 13,38%
AXAWF Global Optimal Income E Cap EUR 8,15%
Amplegest Pricing Power FC 13,34%
Sélection Action Rendement 7,09%
BNP Paribas Climate Impact Privl C 13,19%
Amplegest Pricing Power AC 13,28%
Flornoy Valeurs Familiales R 11,59%
Kirao Multicaps AC 12,86%
CM-CIC Pierre C 13,89%
CM-CIC Objectif Environnement C 13,39%
Ostrum Actions Small&Mid Cap Euro RC 14,72%
Amundi Europe Microcaps PC 12,07%
MDPS TOBAM AntiBench Euro Equity B 9,75%
First Eagle Amundi International AE-C 2,49%
Talence Optimal AC 12,83%
CPR Silver Age P A/I 7,76%
DWS Invest Top Dividend LC 3,39%
Montbleu Etoiles 11,01%
Mandarine Europe Microcap R EUR 10,27%
Vega France Opportunités RC 14,04%
Quadrige Europe Midcaps C 13,43%
AAA Actions Agro Alimentaire RC 6,86%
AIM Lux AIM Europe Multicaps C EUR 10,45%
Betamax Europe P A/I 7,04%
Franklin Glbl Fdmtl Strats A(acc)EUR 3,47%
Amplegest PME IC 11,96%
Tiepolo Valeurs C 13,46%
Amplegest PME AC 11,87%
Martin Maurel Valeurs Humaines C EUR 14,89%
BNY Mellon Global Equity Inc EUR A Acc 5,50%
AIM Lux C-Quadrat Europe Microcap R EUR 8,39%
MCA Entreprendre PME 11,98%
Aviva Flexible Emergents A 8,08%
Oddo BHF Immobilier CR-EUR 14,82%
Mandarine Opportunités R 14,41%
IDAM Small France R 8,65%
MC Convictions France 14,76%
DNCA Invest Beyond Infras & Trans B EUR 10,88%
Mandarine Optimal Value R 15,80%
AMM Finance SICAV-Amazone Euro Fd 12,28%
Amplegest Midcaps IC 13,30%
Amplegest Midcaps FC 13,26%
Amplegest Midcaps AC 13,22%
Wise5 10,91%
Templeton Em Mkts Smlr Coms A(acc)EUR 11,40%
Montségur Rendement C 11,20%
Keren Essentiels C 15,41%
Aviva Valeurs Immobilières A A/I 14,48%
Rouvier Valeurs C 9,64%
Sextant Autour du Monde A 6,34%
BDL Convictions C 15,78%
HMG Globetrotter C 5,86%
AIM Lux C-Quadrat Global Microcap R EUR 5,10%
Centifolia C A/I 12,85%

Fonds à profil de risque 6/7

Fonds 1 mois
Fidelity Global Technology A-Dis-EUR 9,97%
BNP Paribas Disrpt Tech Cl C 6,41%
Prévoir Gestion Actions C 16,44%
Candriam Eqs L Rbtc&Innov Tech CH EURCap 14,82%
Pluvalca Disruptive Opportunities A 9,65%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 12,36%
LO Funds Global Prestige P EUR Acc 10,68%
Jupiter Financial Innovt L EUR Acc 11,90%
HAAS Actions Croissance C 12,20%
Fidelity World A-Acc-EUR 8,61%
OFI FUND RS European Eq Pstv Economy R-C 12,28%
Echiquier World Equity Growth A 7,05%
LF LUX Inflection Point Carb Imp Glb R € 6,63%
Mansartis Europe C 12,96%
Prévoir Pangea R 7,94%
US Opéra C 6,24%
Candriam SRI Equity Em Mkts C EUR Acc 6,65%
Swiss Life (LUX) Equity USA R USD Cap 6,42%
R-co Valor C EUR 7,74%
Amundi Actions USA ISR P C 6,02%
Europa One R 11,85%
EdRF Big Data A EUR 10,36%
Vontobel mtx Sust EmMkts Ldrs I USD 6,54%
Portzamparc Europe PME C 9,67%
Templeton Asian Growth N(acc)USD 6,03%
NN (L) Euro High Dividend P Cap EUR 15,94%
Candriam SRI Equity EMU C EUR Acc 15,61%
Claresco Avenir P 12,35%
Eleva UCITS Eleva Euroland Sel R EUR acc 11,93%
HSBC SRI Euroland Equity AC 14,13%
Allianz Valeurs Durables RC 14,81%
EdRF Global Emerging A EUR 8,20%
Generali IS SRI Ageing Population DX EUR 9,49%
Lazard Equity SRI C 15,37%
Valeur Intrinsèque P 16,63%
Anthracite B 16,43%
BSO France P 12,36%
Quadrige France Smallcaps C 7,29%
Dorval Manageurs R C 18,59%
Generali IS European Eq Rcvy D EUR Acc 10,37%
Carmignac Pf Commodities A EUR Acc 6,16%
Fidelity France A-Dis-EUR 16,81%
Fideas Smart for Climate Act Euroz P A/I 14,10%

Fonds à profil de risque 7/7

Tous les fonds

Fonds 1 mois SRRI
Candriam Abs Ret Eq Mkt Netrl C EUR 6,99% 7/7
Fidelity Global Technology A-Dis-EUR 9,97% 6/7
Candriam Eqs L Onclgy Impct CH EUR Cap 8,27% 5/7
BNP Paribas Disrpt Tech Cl C 6,41% 6/7
Constance Be World A 10,68% 5/7
Montségur Croissance C 10,73% 5/7
Seven UCITS Seven Fortress Fund EUR-I 0,21% 4/7
DNCA Invest Beyond Global Leaders B EUR 5,72% 5/7
JPM Global Macro Opps A (acc) EUR 1,62% 5/7
Prévoir Gestion Actions C 16,44% 6/7
JPM Global Macro Opps D (acc) EUR 1,56% 5/7
Candriam Eqs L Rbtc&Innov Tech CH EURCap 14,82% 6/7
Pluvalca Disruptive Opportunities A 9,65% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 12,36% 6/7
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 3,45% 4/7
Comgest Growth Eurp Smlr Coms EUR Acc 9,42% 5/7
LO Funds Global Prestige P EUR Acc 10,68% 6/7
Jupiter Dynamic Bond L EUR Acc 1,57% 3/7
Threadneedle (Lux) Glb Smlr Coms ZE 13,28% 5/7
Candriam Eqs L Eurp Innovt C EUR Cap 11,36% 5/7
Carmignac Patrimoine A EUR Acc 4,56% 4/7
Ofi Flexible Global Multi Asset R 6,17% 4/7
Richelieu Family Small Cap R 13,08% 5/7
Candriam SRI Bd Glbl Hi Yld C EUR Acc 3,84% 3/7
Jupiter Financial Innovt L EUR Acc 11,90% 6/7
AIM Lux AIM Europe Selection C EUR 8,61% 4/7
Erasmus Small Cap Euro R 12,52% 5/7
Amilton Premium Europe R 14,10% 5/7
Franklin European Ttl Ret A(acc)EUR 2,06% 3/7
Nordea 1 - Global Climate & Envir BP EUR 11,67% 5/7
HAAS Actions Croissance C 12,20% 6/7
Sélection Action Rendement International 4,87% 5/7
Varenne Valeur A-EUR 4,41% 4/7
AIM Réactif C 0,21% 4/7
Seven UCITS Seven Diversified Fund EUR-I 0,33% 4/7
CPR Croissance Réactive P 3,74% 5/7
Oddo BHF ProActif Europe CR-EUR 3,57% 4/7
DNCA Invest Archer Mid-Cap Europe B EUR 14,01% 5/7
Vontobel TwentyFour StratInc HI Hdg EUR 5,05% 3/7
Flexigestion Patrimoine 4,32% 4/7
Covéa Flexible ISR C 6,09% 5/7
DNCA Evolutif C 8,31% 4/7
Pictet-Multi Asset Global Opps R EUR 2,20% 3/7
Candriam Patrimoine Obli-Inter C 0,19% 2/7
EdRF Bond Allocation A EUR Acc 2,72% 3/7
GF Fidélité P 1,82% 3/7
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc 8,63% 5/7
Sycomore Shared Growth R 8,02% 5/7
Candriam Risk Arbitrage C -0,22% 3/7
CM-CIC Global Leaders C 6,79% 5/7
Fidelity World A-Acc-EUR 8,61% 6/7
OFI FUND RS European Eq Pstv Economy R-C 12,28% 6/7
Haas Epargne Patrimoine C 4,33% 3/7
Annapurna Alpha Europe C 1,77% 4/7
Invest Latitude Monde A -2,34% 4/7
Tikehau Global Value P 9,99% 5/7
Platinium Ariane C 12,59% 5/7
Groupama Crédit Euro ISR IC 1,19% 3/7
Echiquier World Equity Growth A 7,05% 6/7
Ethna-DYNAMISCH T 4,29% 4/7
Athymis Patrimoine P 2,51% 4/7
SLF (F) Defensive P 2,82% 3/7
Tocqueville Megatrends C 12,53% 5/7
Seven UCITS Seven European Eqty Fd EUR-I 14,23% 5/7
Sycomore Fund Eco Solutions R EUR 15,11% 5/7
Auris Selection Def R EUR Acc 4,61% 3/7
MDPS TOBAM Anti-Benchmark Multi-Asset B1 5,34% 4/7
EdR SICAV Euro Sustainable Credit A EUR 1,87% 3/7
Seven UCITS Seven European Eqty Fd EUR-R 14,08% 5/7
CamGestion Obligations Europe Classic 1,71% 3/7
Quadrige Multicaps Europe C 11,02% 5/7
DPAM L Bonds Emerging Markets Sust L EUR 5,54% 4/7
Trusteam Optimum A 2,53% 2/7
Candriam SRI Bond Em Mkts C H EUR Acc 6,57% 3/7
LF LUX Inflection Point Carb Imp Glb R € 6,63% 6/7
Lazard Patrimoine RC 5,49% 4/7
Alterna Plus 3,38% 3/7
Dorval Convictions PEA RC 12,08% 5/7
DWS Concept Kaldemorgen EUR LC 2,45% 4/7
Mansartis Europe C 12,96% 6/7
SLF (F) Harmony P 5,02% 4/7
Prévoir Pangea R 7,94% 6/7
Federal Ethi-Patrimoine A 2,45% 2/7
Gutenberg Patrimoine C 7,29% 4/7
Alienor Alter Euro A 0,90% 4/7
Aviva Investors Alpha Yield I A/I 2,62% 3/7
Betamax Global P A/I 2,44% 4/7
US Opéra C 6,24% 6/7
Sycomore Fund Happy @ Work R 10,93% 5/7
Digital Stars Europe Acc 12,08% 5/7
Candriam SRI Equity Em Mkts C EUR Acc 6,65% 6/7
Raymond James Microcaps A 9,65% 4/7
Swiss Life (LUX) Equity USA R USD Cap 6,42% 6/7
Digital Stars Europe P EUR 9,35% 5/7
DNCA Invest Beyond Alterosa A 4,39% 4/7
Ecofi Enjeux Futurs C 10,29% 5/7
Sextant Bond Picking A 4,28% 2/7
BBM V-Flex AC 8,26% 4/7
Sofidy Selection 1 P 10,98% 5/7
EdR SICAV Euro Sust Growth A EUR 11,85% 5/7
Aviva Grandes Marques ISR A A/I 7,49% 5/7
Karakoram Euro Rendement Réel C 5,91% 2/7
Nova Europe A 8,51% 5/7
Sanso Short Duration C 2,24% 3/7
R-co Valor C EUR 7,74% 6/7
Nouvelle Stratégie 50 10,83% 5/7
Sextant PME A 11,47% 5/7
SLF (F) Vitality P 7,28% 4/7
Amundi Actions USA ISR P C 6,02% 6/7
Federal Multi PME P 8,81% 5/7
Amplegest Pricing Power IC 13,38% 5/7
Sycomore Allocation Patrimoine R 3,91% 3/7
CPG Oblig 3,07% 3/7
AXAWF Global Optimal Income E Cap EUR 8,15% 5/7
Amplegest Pricing Power FC 13,34% 5/7
Sélection Action Rendement 7,09% 5/7
BNP Paribas Climate Impact Privl C 13,19% 5/7
Amplegest Pricing Power AC 13,28% 5/7
Flornoy Valeurs Familiales R 11,59% 5/7
Cogefi Short Term Bond P 2,59% 3/7
Rouvier Evolution C 6,79% 4/7
Twenty First Capital Rendement Euro + C 4,49% 3/7
Europa One R 11,85% 6/7
Sextant Grand Large A 3,42% 3/7
EdRF Income Europe A EUR 3,27% 4/7
EdR Patrimoine A 3,25% 4/7
EdRF Big Data A EUR 10,36% 6/7
Invesco Balanced-Risk Allc E EUR Acc 5,45% 4/7
Amplegest Long/Short IC 7,90% 4/7
Kirao Multicaps AC 12,86% 5/7
Amplegest Long/Short AC 7,86% 4/7
Salamandre Euro Rendement C 3,26% 3/7
CM-CIC Pierre C 13,89% 5/7
BNP Paribas Em Bd Opps Cl C 7,45% 4/7
CM-CIC Objectif Environnement C 13,39% 5/7
Sunny Euro Stratégic Plus R 7,04% 3/7
Vontobel mtx Sust EmMkts Ldrs I USD 6,54% 6/7
Ostrum Actions Small&Mid Cap Euro RC 14,72% 5/7
Amundi Europe Microcaps PC 12,07% 5/7
BNP Paribas Target Risk Balanced Cl R 2,07% 4/7
MDPS TOBAM AntiBench Euro Equity B 9,75% 5/7
First Eagle Amundi International AE-C 2,49% 5/7
Talence Optimal AC 12,83% 5/7
CPR Silver Age P A/I 7,76% 5/7
Portzamparc Europe PME C 9,67% 6/7
Templeton Asian Growth N(acc)USD 6,03% 6/7
DNCA Invest Eurose A EUR 4,40% 4/7
DWS Invest Top Dividend LC 3,39% 5/7
NN (L) Euro High Dividend P Cap EUR 15,94% 6/7
Montbleu Etoiles 11,01% 5/7
Apprécio E (EUR) 7,95% 4/7
Jupiter Flexible Inc L EUR Acc 4,74% 4/7
Candriam SRI Equity EMU C EUR Acc 15,61% 6/7
Otea 1 R 7,39% 4/7
Mandarine Europe Microcap R EUR 10,27% 5/7
Claresco Avenir P 12,35% 6/7
Gaspal Patrimoine R 5,71% 4/7
Eleva UCITS Eleva Euroland Sel R EUR acc 11,93% 6/7
HSBC SRI Euroland Equity AC 14,13% 6/7
Allianz Valeurs Durables RC 14,81% 6/7
Vega France Opportunités RC 14,04% 5/7
Vontobel Emerging Mkt Corp Bd I USD 10,37% 3/7
EdRF Global Emerging A EUR 8,20% 6/7
Quadrige Europe Midcaps C 13,43% 5/7
AAA Actions Agro Alimentaire RC 6,86% 5/7
Generali IS SRI Ageing Population DX EUR 9,49% 6/7
AIM Lux AIM Europe Multicaps C EUR 10,45% 5/7
Betamax Europe P A/I 7,04% 5/7
Franklin Glbl Fdmtl Strats A(acc)EUR 3,47% 5/7
Bellatrix C 6,62% 4/7
Lazard Equity SRI C 15,37% 6/7
Amplegest PME IC 11,96% 5/7
Tiepolo Valeurs C 13,46% 5/7
Amplegest PME AC 11,87% 5/7
Martin Maurel Valeurs Humaines C EUR 14,89% 5/7
BNY Mellon Global Equity Inc EUR A Acc 5,50% 5/7
Fidelity Patrimoine A-Acc-EUR 7,39% 4/7
AIM Lux C-Quadrat Europe Microcap R EUR 8,39% 5/7
MCA Entreprendre PME 11,98% 5/7
Aviva Flexible Emergents A 8,08% 5/7
Oddo BHF Immobilier CR-EUR 14,82% 5/7
Valeur Intrinsèque P 16,63% 6/7
Mandarine Opportunités R 14,41% 5/7
Amplegest Proactif AC 3,51% 4/7
IDAM Small France R 8,65% 5/7
MC Convictions France 14,76% 5/7
SLF (F) Opportunité Hi Yld 2023 P Cap 7,75% 4/7
DNCA Invest Beyond Infras & Trans B EUR 10,88% 5/7
Mandarine Optimal Value R 15,80% 5/7
AMM Finance SICAV-Amazone Euro Fd 12,28% 5/7
Amplegest Midcaps IC 13,30% 5/7
Amplegest Midcaps FC 13,26% 5/7
Anthracite B 16,43% 6/7
Amplegest Midcaps AC 13,22% 5/7
BSO France P 12,36% 6/7
Wise5 10,91% 5/7
Templeton Em Mkts Smlr Coms A(acc)EUR 11,40% 5/7
Montségur Rendement C 11,20% 5/7
Keren Essentiels C 15,41% 5/7
Aviva Valeurs Immobilières A A/I 14,48% 5/7
Arc Patrimoine C 2,30% 4/7
Rouvier Valeurs C 9,64% 5/7
Sextant Autour du Monde A 6,34% 5/7
BDL Convictions C 15,78% 5/7
IVO Fixed Income EUR R Acc 16,07% 4/7
HMG Globetrotter C 5,86% 5/7
Quadrige France Smallcaps C 7,29% 6/7
Dorval Manageurs R C 18,59% 6/7
HMG Rendement D A/I 8,05% 4/7
AIM Lux C-Quadrat Global Microcap R EUR 5,10% 5/7
Centifolia C A/I 12,85% 5/7
Generali IS European Eq Rcvy D EUR Acc 10,37% 6/7
Carmignac Pf Commodities A EUR Acc 6,16% 6/7
Fidelity France A-Dis-EUR 16,81% 6/7
H2O Multistrategies R C 32,43% 7/7
Fideas Smart for Climate Act Euroz P A/I 14,10% 6/7

Fonds à profil de risque 4/7

Fonds 1 an
Seven UCITS Seven Fortress Fund EUR-I 1,84%
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 8,46%
Carmignac Patrimoine A EUR Acc 7,79%
Ofi Flexible Global Multi Asset R 8,80%
AIM Lux AIM Europe Selection C EUR 3,67%
Varenne Valeur A-EUR 3,12%
AIM Réactif C 3,07%
Seven UCITS Seven Diversified Fund EUR-I -0,25%
Oddo BHF ProActif Europe CR-EUR -0,65%
Flexigestion Patrimoine 0,86%
DNCA Evolutif C 4,18%
Annapurna Alpha Europe C 0,00%
Invest Latitude Monde A 3,36%
Ethna-DYNAMISCH T 5,61%
Athymis Patrimoine P 1,11%
MDPS TOBAM Anti-Benchmark Multi-Asset B1 1,17%
DPAM L Bonds Emerging Markets Sust L EUR 2,50%
Lazard Patrimoine RC 1,21%
DWS Concept Kaldemorgen EUR LC 2,48%
SLF (F) Harmony P 0,38%
Gutenberg Patrimoine C -0,63%
Alienor Alter Euro A -4,60%
Betamax Global P A/I 0,13%
Raymond James Microcaps A 5,42%
DNCA Invest Beyond Alterosa A 2,39%
BBM V-Flex AC -3,51%
SLF (F) Vitality P 0,01%
Rouvier Evolution C -2,49%
EdRF Income Europe A EUR -4,00%
EdR Patrimoine A -4,17%
Invesco Balanced-Risk Allc E EUR Acc -3,17%
Amplegest Long/Short IC -2,62%
Amplegest Long/Short AC -3,11%
BNP Paribas Em Bd Opps Cl C -1,78%
BNP Paribas Target Risk Balanced Cl R 0,40%
DNCA Invest Eurose A EUR -4,30%
Apprécio E (EUR) -6,85%
Jupiter Flexible Inc L EUR Acc -6,08%
Otea 1 R -4,30%
Gaspal Patrimoine R -6,46%
Bellatrix C -5,17%
Fidelity Patrimoine A-Acc-EUR -8,56%
Amplegest Proactif AC -8,10%
SLF (F) Opportunité Hi Yld 2023 P Cap -8,04%
Arc Patrimoine C -12,47%
IVO Fixed Income EUR R Acc -15,49%
HMG Rendement D A/I -14,40%

Fonds à profil de risque 5/7

Fonds 1 an
Candriam Eqs L Onclgy Impct CH EUR Cap 31,77%
Constance Be World A 23,82%
Montségur Croissance C 18,38%
DNCA Invest Beyond Global Leaders B EUR 22,27%
JPM Global Macro Opps A (acc) EUR 4,23%
JPM Global Macro Opps D (acc) EUR 3,50%
Comgest Growth Eurp Smlr Coms EUR Acc 17,50%
Threadneedle (Lux) Glb Smlr Coms ZE 19,59%
Candriam Eqs L Eurp Innovt C EUR Cap 15,63%
Richelieu Family Small Cap R 15,01%
Erasmus Small Cap Euro R 14,30%
Amilton Premium Europe R 10,83%
Nordea 1 - Global Climate & Envir BP EUR 15,90%
Sélection Action Rendement International 7,38%
CPR Croissance Réactive P 1,38%
DNCA Invest Archer Mid-Cap Europe B EUR 14,91%
Covéa Flexible ISR C 0,45%
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc 14,33%
Sycomore Shared Growth R 9,58%
CM-CIC Global Leaders C 10,96%
Tikehau Global Value P 9,89%
Platinium Ariane C 4,67%
Tocqueville Megatrends C 8,36%
Seven UCITS Seven European Eqty Fd EUR-I 4,94%
Sycomore Fund Eco Solutions R EUR 9,26%
Seven UCITS Seven European Eqty Fd EUR-R 4,19%
Quadrige Multicaps Europe C 10,29%
Dorval Convictions PEA RC -5,43%
Sycomore Fund Happy @ Work R 3,29%
Digital Stars Europe Acc 7,06%
Digital Stars Europe P EUR 0,00%
Ecofi Enjeux Futurs C 10,53%
Sofidy Selection 1 P 3,03%
EdR SICAV Euro Sust Growth A EUR 3,54%
Aviva Grandes Marques ISR A A/I 4,91%
Nova Europe A 6,67%
Nouvelle Stratégie 50 1,49%
Sextant PME A 1,43%
Federal Multi PME P 1,70%
Amplegest Pricing Power IC 5,51%
AXAWF Global Optimal Income E Cap EUR -0,30%
Amplegest Pricing Power FC 5,02%
Sélection Action Rendement 3,96%
BNP Paribas Climate Impact Privl C 9,53%
Amplegest Pricing Power AC 4,38%
Flornoy Valeurs Familiales R 2,93%
Kirao Multicaps AC 5,19%
CM-CIC Pierre C 4,16%
CM-CIC Objectif Environnement C 2,42%
Ostrum Actions Small&Mid Cap Euro RC 3,19%
Amundi Europe Microcaps PC 1,92%
MDPS TOBAM AntiBench Euro Equity B -4,00%
First Eagle Amundi International AE-C 1,52%
Talence Optimal AC -4,67%
CPR Silver Age P A/I 2,81%
DWS Invest Top Dividend LC -1,01%
Montbleu Etoiles -4,83%
Mandarine Europe Microcap R EUR 6,60%
Vega France Opportunités RC -1,22%
Quadrige Europe Midcaps C 1,12%
AAA Actions Agro Alimentaire RC -4,24%
AIM Lux AIM Europe Multicaps C EUR -3,98%
Betamax Europe P A/I 2,65%
Franklin Glbl Fdmtl Strats A(acc)EUR -4,35%
Amplegest PME IC -4,12%
Tiepolo Valeurs C -2,95%
Amplegest PME AC -5,14%
Martin Maurel Valeurs Humaines C EUR 1,26%
BNY Mellon Global Equity Inc EUR A Acc -2,26%
AIM Lux C-Quadrat Europe Microcap R EUR 0,00%
MCA Entreprendre PME -5,25%
Aviva Flexible Emergents A -2,10%
Oddo BHF Immobilier CR-EUR -4,79%
Mandarine Opportunités R -1,43%
IDAM Small France R -4,94%
MC Convictions France -8,26%
DNCA Invest Beyond Infras & Trans B EUR -2,51%
Mandarine Optimal Value R -3,73%
AMM Finance SICAV-Amazone Euro Fd -4,05%
Amplegest Midcaps IC -4,37%
Amplegest Midcaps FC -4,79%
Amplegest Midcaps AC -5,42%
Wise5 -8,39%
Templeton Em Mkts Smlr Coms A(acc)EUR -14,93%
Montségur Rendement C -8,04%
Keren Essentiels C -14,54%
Aviva Valeurs Immobilières A A/I -6,32%
Rouvier Valeurs C -6,99%
Sextant Autour du Monde A -8,41%
BDL Convictions C -3,65%
HMG Globetrotter C -14,60%
AIM Lux C-Quadrat Global Microcap R EUR 0,00%
Centifolia C A/I -14,57%

Fonds à profil de risque 6/7

Fonds 1 an
Fidelity Global Technology A-Dis-EUR 36,82%
BNP Paribas Disrpt Tech Cl C 24,56%
Prévoir Gestion Actions C 18,12%
Candriam Eqs L Rbtc&Innov Tech CH EURCap 23,38%
Pluvalca Disruptive Opportunities A 20,05%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 16,99%
LO Funds Global Prestige P EUR Acc 17,19%
Jupiter Financial Innovt L EUR Acc 8,62%
HAAS Actions Croissance C 13,21%
Fidelity World A-Acc-EUR 11,73%
OFI FUND RS European Eq Pstv Economy R-C 11,70%
Echiquier World Equity Growth A 11,62%
LF LUX Inflection Point Carb Imp Glb R € 8,00%
Mansartis Europe C 6,25%
Prévoir Pangea R 8,37%
US Opéra C 9,09%
Candriam SRI Equity Em Mkts C EUR Acc 9,12%
Swiss Life (LUX) Equity USA R USD Cap 7,35%
R-co Valor C EUR 4,90%
Amundi Actions USA ISR P C 9,51%
Europa One R 0,80%
EdRF Big Data A EUR 6,04%
Vontobel mtx Sust EmMkts Ldrs I USD 5,41%
Portzamparc Europe PME C -1,04%
Templeton Asian Growth N(acc)USD 3,68%
NN (L) Euro High Dividend P Cap EUR -1,25%
Candriam SRI Equity EMU C EUR Acc 3,30%
Claresco Avenir P -0,94%
Eleva UCITS Eleva Euroland Sel R EUR acc 6,17%
HSBC SRI Euroland Equity AC -0,27%
Allianz Valeurs Durables RC 1,76%
EdRF Global Emerging A EUR 4,26%
Generali IS SRI Ageing Population DX EUR 2,48%
Lazard Equity SRI C -1,15%
Valeur Intrinsèque P -14,56%
Anthracite B -4,18%
BSO France P -3,34%
Quadrige France Smallcaps C -11,05%
Dorval Manageurs R C -17,51%
Generali IS European Eq Rcvy D EUR Acc -19,08%
Carmignac Pf Commodities A EUR Acc -16,01%
Fidelity France A-Dis-EUR -24,00%
Fideas Smart for Climate Act Euroz P A/I 0,00%

Fonds à profil de risque 7/7

Tous les fonds

Fonds 1 an SRRI
Candriam Abs Ret Eq Mkt Netrl C EUR 16,80% 7/7
Fidelity Global Technology A-Dis-EUR 36,82% 6/7
Candriam Eqs L Onclgy Impct CH EUR Cap 31,77% 5/7
BNP Paribas Disrpt Tech Cl C 24,56% 6/7
Constance Be World A 23,82% 5/7
Montségur Croissance C 18,38% 5/7
Seven UCITS Seven Fortress Fund EUR-I 1,84% 4/7
DNCA Invest Beyond Global Leaders B EUR 22,27% 5/7
JPM Global Macro Opps A (acc) EUR 4,23% 5/7
Prévoir Gestion Actions C 18,12% 6/7
JPM Global Macro Opps D (acc) EUR 3,50% 5/7
Candriam Eqs L Rbtc&Innov Tech CH EURCap 23,38% 6/7
Pluvalca Disruptive Opportunities A 20,05% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 16,99% 6/7
Eleva UCITS Eleva Abs Ret Eurp R EUR acc 8,46% 4/7
Comgest Growth Eurp Smlr Coms EUR Acc 17,50% 5/7
LO Funds Global Prestige P EUR Acc 17,19% 6/7
Jupiter Dynamic Bond L EUR Acc 3,29% 3/7
Threadneedle (Lux) Glb Smlr Coms ZE 19,59% 5/7
Candriam Eqs L Eurp Innovt C EUR Cap 15,63% 5/7
Carmignac Patrimoine A EUR Acc 7,79% 4/7
Ofi Flexible Global Multi Asset R 8,80% 4/7
Richelieu Family Small Cap R 15,01% 5/7
Candriam SRI Bd Glbl Hi Yld C EUR Acc 4,39% 3/7
Jupiter Financial Innovt L EUR Acc 8,62% 6/7
AIM Lux AIM Europe Selection C EUR 3,67% 4/7
Erasmus Small Cap Euro R 14,30% 5/7
Amilton Premium Europe R 10,83% 5/7
Franklin European Ttl Ret A(acc)EUR 2,99% 3/7
Nordea 1 - Global Climate & Envir BP EUR 15,90% 5/7
HAAS Actions Croissance C 13,21% 6/7
Sélection Action Rendement International 7,38% 5/7
Varenne Valeur A-EUR 3,12% 4/7
AIM Réactif C 3,07% 4/7
Seven UCITS Seven Diversified Fund EUR-I -0,25% 4/7
CPR Croissance Réactive P 1,38% 5/7
Oddo BHF ProActif Europe CR-EUR -0,65% 4/7
DNCA Invest Archer Mid-Cap Europe B EUR 14,91% 5/7
Vontobel TwentyFour StratInc HI Hdg EUR 3,01% 3/7
Flexigestion Patrimoine 0,86% 4/7
Covéa Flexible ISR C 0,45% 5/7
DNCA Evolutif C 4,18% 4/7
Pictet-Multi Asset Global Opps R EUR 2,04% 3/7
Candriam Patrimoine Obli-Inter C 0,30% 2/7
EdRF Bond Allocation A EUR Acc -0,88% 3/7
GF Fidélité P 1,66% 3/7
Eleva UCITS Eleva Ldrs SMCap Eurp R€ acc 14,33% 5/7
Sycomore Shared Growth R 9,58% 5/7
Candriam Risk Arbitrage C -1,24% 3/7
CM-CIC Global Leaders C 10,96% 5/7
Fidelity World A-Acc-EUR 11,73% 6/7
OFI FUND RS European Eq Pstv Economy R-C 11,70% 6/7
Haas Epargne Patrimoine C 0,12% 3/7
Annapurna Alpha Europe C 0,00% 4/7
Invest Latitude Monde A 3,36% 4/7
Tikehau Global Value P 9,89% 5/7
Platinium Ariane C 4,67% 5/7
Groupama Crédit Euro ISR IC -0,14% 3/7
Echiquier World Equity Growth A 11,62% 6/7
Ethna-DYNAMISCH T 5,61% 4/7
Athymis Patrimoine P 1,11% 4/7
SLF (F) Defensive P 0,65% 3/7
Tocqueville Megatrends C 8,36% 5/7
Seven UCITS Seven European Eqty Fd EUR-I 4,94% 5/7
Sycomore Fund Eco Solutions R EUR 9,26% 5/7
Auris Selection Def R EUR Acc -1,85% 3/7
MDPS TOBAM Anti-Benchmark Multi-Asset B1 1,17% 4/7
EdR SICAV Euro Sustainable Credit A EUR -0,66% 3/7
Seven UCITS Seven European Eqty Fd EUR-R 4,19% 5/7
CamGestion Obligations Europe Classic 3,89% 3/7
Quadrige Multicaps Europe C 10,29% 5/7
DPAM L Bonds Emerging Markets Sust L EUR 2,50% 4/7
Trusteam Optimum A -1,75% 2/7
Candriam SRI Bond Em Mkts C H EUR Acc 0,00% 3/7
LF LUX Inflection Point Carb Imp Glb R € 8,00% 6/7
Lazard Patrimoine RC 1,21% 4/7
Alterna Plus -0,06% 3/7
Dorval Convictions PEA RC -5,43% 5/7
DWS Concept Kaldemorgen EUR LC 2,48% 4/7
Mansartis Europe C 6,25% 6/7
SLF (F) Harmony P 0,38% 4/7
Prévoir Pangea R 8,37% 6/7
Federal Ethi-Patrimoine A -1,40% 2/7
Gutenberg Patrimoine C -0,63% 4/7
Alienor Alter Euro A -4,60% 4/7
Aviva Investors Alpha Yield I A/I 0,43% 3/7
Betamax Global P A/I 0,13% 4/7
US Opéra C 9,09% 6/7
Sycomore Fund Happy @ Work R 3,29% 5/7
Digital Stars Europe Acc 7,06% 5/7
Candriam SRI Equity Em Mkts C EUR Acc 9,12% 6/7
Raymond James Microcaps A 5,42% 4/7
Swiss Life (LUX) Equity USA R USD Cap 7,35% 6/7
Digital Stars Europe P EUR 0,00% 5/7
DNCA Invest Beyond Alterosa A 2,39% 4/7
Ecofi Enjeux Futurs C 10,53% 5/7
Sextant Bond Picking A -3,07% 2/7
BBM V-Flex AC -3,51% 4/7