Patrimoine24 donne la parole à Fundesys pour un commentaire sur un fonds ou sur l’actualité financière.

Jerome 2 200x300

Rappel du style de gestion (tel que perçu par Fundesys)

Gestion opportuniste sur grandes valeurs de croissance françaises (SRRI : 5).

Le gérant cherche à dégager une "performance régulière" avec une volatilité inférieure de 15 à 20% à celle de l'indice par une gestion opportuniste sur large caps françaises "qualité/croissance", en mixant :

  • • Une approche fondamentale d’ordre stratégique à MT, selon l'approche classique : mix produits / clients, barrières à l'entrée, stratégie / structure financière, revisitée à l'aune du cycle de vie des sociétés défini par le BCG (émergence / croissance / "vache à lait" / déclin) ; la valorisation est regardée mais n'est pas un critère de sélection en tant que tel ;

• L'approche momentum valide chaque mois les choix en portefeuille par le suivi de la dynamique des cours via les moyennes mobiles de long terme; les titres déclinants sont mis en alerte négative avec une probabilité élevée de sortie sur confirmation des signaux négatifs lors des screenings suivants

 Les pondérations sont fixées en fonction de la liquidité des titres.

Positionnement/principaux mouvements

30 à 40 titres environ, à 90/95% large caps. Les ventilations sectorielles ne résultent que de la sélection de titres, mais l'approche implicitement "qualité" du processus conduit à la surpondération récurrente des secteurs biens d'équipement peu cycliques (Air Liquide, Dassault Systèmes, …,15 à 20%), de la santé (15/20% en moyenne), de la consommation (cyclique et non cyclique, 10 à 15% chaque) et la technologie (5/10%) tandis que les secteurs cycliques (énergie, matériaux et) ou sans croissance (télécoms) ainsi que les financières sont structurellement sous-pondérés.

Synthèse Fundesys

La valeur ajoutée s'illustre par un sharpe ratio supérieur, en tendance, de 10 à 20% à celui de l’indice ; ceci provient de la bonne articulation : a) de l'approche fondamentale / stratégique / moyen terme cherchant la qualité des sociétés retenues, donc en général moins risquées que l'indice avec : b) l'approche momentum visant à concentrer le portefeuille sur les titres où cette qualité performe le mieux. Il en résulte un portefeuille robuste à moyen terme capable d'accompagner la hausse MT des actions françaises dans des conditions de volatilité et de drawdown meilleures que celui-ci. C'est donc un véhicule de fond de portefeuille qui est parmi les derniers à souffrir de marchés baissiers ou incertains.

En revanche le fonds sous performe logiquement, tous les bull market de "recovery" / value.

Référencements en AV française : Generali, AEP, LA Mondiale

Dans leur version complète ces commentaires incluent : la vision macro des gérants, les principaux mouvements et positionnements du fonds (présentés ici), l’avis de Fundesys et leurs préconisations.

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

Visitez le site de Fundesys : https://www.fundesys.com/

Fonds à profil de risque 2/7

Fonds à profil de risque 4/7

Fonds YTD
MainFirst Absolute Return Multi Asset 11,86%
Raymond James Microcaps A 11,31%
OFI RS Multitrack 11,20%
Legg Mason Brandywine Global Income Optimiser Fund 10,73%
Carmignac Patrimoine A EUR Acc 10,46%
Ruffer Total Return International 10,12%
Varenne Valeur A-EUR 8,04%
ELEVA Absolute Return Europe R 7,13%
Nordea 1 – Alpha 10 MA Fund 7,08%
VONTOBEL TwentyFour Strategic Income Fund 5,74%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 5,58%
Kirao Multicaps Alpha 5,38%
CANDRIAM SRI Bonds Global HY 5,18%
Flexigestion Patrimoine 5,04%
CamGestion Obligations Europe Classic 4,23%
Axiom Obligataire OPCVM 3,98%
Ethna-DYNAMISCH 3,43%
Amplegest Long Short IC 3,02%
RobecoSAM Euro SDG Credits 2,78%
Amplegest Long Short AC 2,56%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 2,12%
Aviva Investors Alpha Yield I A/I 2,03%
Echiquier ARTY A 1,99%
Alienor Alter Euro A 1,99%
Athymis Patrimoine P 1,97%
Lazard Patrimoine RC 1,67%
BL Global Flexible 1,04%
Invest Latitude Patrimoine 1,00%
Oddo BHF ProActif Europe CR-EUR 0,53%
Annapurna Alpha Europe C 0,20%
Gutenberg Patrimoine C 0,16%
DNCA Invest Beyond Alterosa A -0,25%
Betamax Global P -0,33%
Swiss Life Funds (F) - Multi Asset Balanced -0,53%
Ethna-AKTIV -0,75%
Sunny Euro Stratégic Plus R -0,85%
Seven Fortress Fund : Class I -0,95%
Seven Diversified Fund Class I -1,15%
DNCA Evolutif C -1,29%
Swiss Life Funds (F) - Multi Asset Growth -1,37%
Otea 1 R -1,37%
BBM V-Flex AC -1,78%
Invest Latitude Equilibre -2,03%
DWS Concept Kaldemorgen -2,41%
Salamandre Euro Rendement C -2,72%
DPAM L Bonds Emerging Markets Sust L EUR -3,19%
EdRF Income Europe A EUR -3,25%
BNP Paribas Target Risk Balanced Cl R -3,68%
SLF (F) Opportunité High Yield 2023 P -3,83%
DNCA Invest Eurose A EUR -3,95%
Amplegest Proactif AC -4,01%
Sextant Grand Large A -4,24%
Clartan Evolution C -4,56%
VONTOBEL Emerging Markets Corporate Bond -6,52%
Fidelity Patrimoine A-Acc-EUR -7,05%
IVO Fixed Income EUR R Acc -7,66%
Gaspal Patrimoine R -8,68%
Bellatrix C -8,74%
Arc Patrimoine C -11,30%

Fonds à profil de risque 5/7

Fonds YTD
Robeco Global Consumer Trends 31,12%
Constance Be World A 30,00%
Sextant PME 20,54%
Sycomore Eco Solutions 19,34%
C-Quadrat Europe Selection 18,65%
DNCA Invest Beyond Global Leaders B EUR 15,34%
Montségur Croissance C 13,44%
Ecofi Agir pour le Climat 12,78%
Nordea 1 – Alpha 15 MA Fund 11,47%
JPM Global Macro Opps A (acc) EUR 9,76%
Echiquier Agenor SRI Mid Cap Europe A 9,75%
JPM Global Macro Opps D (acc) EUR 8,89%
Comgest Monde C 8,62%
Tikehau Global Value P 8,28%
Sycomore [email protected] 6,27%
Keren Essentiels C 5,88%
Amplegest PME IC 5,13%
QUADRIGE MULTICAPS EUROPE 4,60%
Covéa Flexible ISR C 4,58%
Amplegest PME AC 4,01%
IDAM Small France R 3,93%
C-Quadrat Global Equity ESG 3,76%
Invesco Balanced-Risk Allc E EUR Acc 2,67%
Flornoy Valeurs Familiales R 2,03%
Ostrum Actions Small&Mid Cap Euro RC 2,01%
CPR Croissance Réactive P 1,69%
Sycomore Shared Growth R 1,66%
Amplegest Pricing Power IC 1,58%
Kirao Smallcaps 1,25%
Amplegest Pricing Power FC 1,20%
Montbleu Etoiles 0,86%
Amplegest Pricing Power AC 0,60%
Jupiter Flexible Income 0,40%
HMG DECOUVERTES PME - part C -0,28%
Tiepolo Valeurs C -0,63%
EXPORT EUROPE PALATINE R -0,82%
Seven European Equity Class I -1,49%
Seven UCITS Seven European Eqty Fd EUR-R -1,64%
AXAWF Global Optimal Income E Cap EUR -1,91%
Kirao Multicaps AC -1,91%
HMG Découvertes C -1,95%
Sofidy Selection 1 P -2,28%
Amplegest MidCaps IC -2,76%
Sélection Action Rendement -2,77%
Amplegest MidCaps FC -2,86%
Aviva Flexible Emergents A -3,09%
First Eagle Amundi International AE-C -3,22%
Amplegest Midcaps AC -3,52%
BNY Mellon Global Equity Inc EUR A Acc -5,03%
Amazone Euro Fund -5,39%
Dorval Convictions PEA RC -5,45%
Betamax Europe Smart for Climate P Actions Europe -6,16%
Wise 5 -6,32%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -7,09%
BDL Convictions C -7,91%
DWS Invest Top Dividend -8,11%
Sextant Autour du Monde A -8,22%
Montségur Rendement C -10,27%
Talence Optimal AC -12,50%
Centifolia C A/I -15,04%
HMG Globetrotter C -19,22%
HMG Rendement D A/I -19,98%

Fonds à profil de risque 6/7

Fonds YTD
MS INVF US Growth 93,66%
Echiquier Artificial Intelligence B EUR 69,62%
JPMorgan Funds – US Technology Fund 58,89%
Franklin Technology Fund 43,47%
RobecoSAM Smart Energy Equities 40,50%
MainFirst Global Equities Fund 37,00%
MS INVF Asia Opportunity 36,87%
CANDRIAM Equities L Robotics 32,56%
COGEFI Prospective P 30,64%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 30,20%
COGEFI Chrysalide P 28,74%
BNP Paribas Disrpt Tech Cl C 28,21%
MS INVF Europe Opportunity 28,09%
Fidelity Global Technology A-Dis-EUR 26,66%
LO Funds Global Prestige P EUR Acc 26,29%
VONTOBEL Clean Technology 22,96%
Threadneedle (Lux) Global Smaller Companies 22,24%
CANDRIAM Equities L Oncology Impact 21,95%
Prévoir Gestion Actions C 19,96%
Erasmus Small Cap Euro R 19,19%
Candriam SRI Equity Em Mkts C EUR Acc 19,01%
G Fund World (R) Evolutions 17,39%
Pictet-Global Environmental Opportunities-P EUR 16,70%
Comgest Growth Eurp Smlr Coms EUR Acc 16,65%
Nordea 1 - Global Climate & Envir BP EUR 16,04%
Pluvalca Disruptive Opportunities A 15,87%
Echiquier World Equity Growth A 14,55%
Richelieu Family Small Cap R 14,34%
BNP Paribas Climate Impact Privl C 14,03%
Templeton Asian Growth Fund N(acc)USD 13,41%
Jupiter Financial Innovation 13,36%
CG Nouvelle Asie C 13,34%
Groupama Avenir Euro 13,08%
CM-CIC Global Leaders C 12,41%
OFI FUND RS European Eq Pstv Economy R-C 12,39%
Amilton Premium Europe R 12,36%
DNCA Invest Archer Mid-Cap Europe B EUR 12,36%
G Fund – Avenir Europe 11,83%
ELEVA Leaders Small et Mid Cap Europe R 11,10%
Candriam Eqs L Eurp Innovt C EUR Cap 10,89%
Pictet-Global Megatrend Selection-P EUR 10,84%
Echiquier Positive Impact Europe A 10,79%
LF LUX Inflection Point Carb Imp Glb R EUR 10,50%
MCA Entreprendre PME 10,45%
Ecofi Avenir Plus 9,49%
Federal Multi PME P 9,43%
EdRF Big Data A EUR 8,91%
Prévoir Pangea R 8,86%
Fidelity World A-Acc-EUR 8,72%
Mandarine Europe Microcap R EUR 8,30%
Digital Stars Europe Acc 8,15%
Aviva Grandes Marques ISR A A/I 7,67%
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,33%
Renaissance Europe C 7,29%
Quadrige Europe Midcaps C 7,09%
Portzamparc Europe PME C 6,81%
Tocqueville Megatrends C 6,76%
BNP Paribas Health Cr Innovtr Cl Cap 6,60%
Digital Stars Europe 6,47%
Amundi Europe Microcaps PC 6,44%
Mansartis Europe C 6,04%
Talence Euromidcap 6,00%
Platinium Ariane C 5,66%
PALATINE PLANETE C 5,59%
Sélection Action Rendement International 5,58%
R-co Valor C EUR 5,56%
CM-CIC Objectif Environnement C 5,40%
Haas Actions Croissance C 5,24%
C-Quadrat Europe Multicap 5,12%
Ecofi Enjeux Futurs 4,65%
BNPPARIBAS AQUA C 4,55%
C-Quadrat Europe Smallcap 4,38%
Nova Europe A 4,34%
COGEFI Elixir P 4,03%
MC Convictions France 2,61%
Amundi Actions USA ISR P C 2,30%
ELEVA Euroland Selection R 2,18%
EdR SICAV Euro Sust Growth A EUR 2,12%
SLF (Lux) Equity USA R 2,05%
CM-CIC Pierre C 1,37%
CANDRIAM SRI Equities EMU 1,33%
Anthracite B 1,15%
Europa One R 1,06%
Valeur Intrinsèque P 0,65%
Allianz Valeurs Durables RC -0,08%
Claresco Avenir P -0,13%
Carmignac Pf Commodities A EUR Acc -0,61%
Nouvelle Stratégie 50 -0,62%
Vega France Opportunités RC -1,08%
HSBC SRI Euroland Equity AC -1,36%
Martin Maurel Valeurs Humaines C EUR -1,68%
Portzamparc PME C -1,84%
Lazard Equity SRI C -2,73%
Mandarine Opportunités R -3,01%
NN (L) Euro High Dividend P Cap EUR -3,10%
BNP PARIBAS développement Humain -3,31%
Portzamparc Entrepreneurs -4,46%
Mandarine Optimal Value R -5,15%
CPR Silver Age P A/I -5,23%
Generali IS SRI Ageing Population DX EUR -5,63%
DNCA Invest Beyond Infras & Trans B EUR -6,02%
AAA Actions Agro Alimentaire RC -7,08%
BSO France P -7,89%
Dorval Manageurs R C -8,58%
Quadrige France Smallcaps C -10,40%
Oddo BHF Immobilier CR-EUR -12,31%
Clartan Valeurs C -12,67%
Generali IS European Eq Rcvy D EUR Acc -13,57%
Aviva Valeurs Immobilières A A/I -14,95%
Fidelity France A-Dis-EUR -16,27%
Fideas Smart for Climate P Actions Eurozone ISR 0,00%

Fonds à profil de risque 7/7

Tous les fonds

Fonds YTD SRRI
MS INVF US Growth 93,66% 6/7
Echiquier Artificial Intelligence B EUR 69,62% 6/7
JPMorgan Funds – US Technology Fund 58,89% 6/7
Franklin Technology Fund 43,47% 6/7
RobecoSAM Smart Energy Equities 40,50% 6/7
MainFirst Global Equities Fund 37,00% 6/7
MS INVF Asia Opportunity 36,87% 6/7
CANDRIAM Equities L Robotics 32,56% 6/7
Robeco Global Consumer Trends 31,12% 5/7
COGEFI Prospective P 30,64% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 30,20% 6/7
Constance Be World A 30,00% 5/7
COGEFI Chrysalide P 28,74% 6/7
BNP Paribas Disrpt Tech Cl C 28,21% 6/7
MS INVF Europe Opportunity 28,09% 6/7
Fidelity Global Technology A-Dis-EUR 26,66% 6/7
LO Funds Global Prestige P EUR Acc 26,29% 6/7
VONTOBEL Clean Technology 22,96% 6/7
Threadneedle (Lux) Global Smaller Companies 22,24% 6/7
CANDRIAM Equities L Oncology Impact 21,95% 6/7
Sextant PME 20,54% 5/7
Prévoir Gestion Actions C 19,96% 6/7
Sycomore Eco Solutions 19,34% 5/7
Erasmus Small Cap Euro R 19,19% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 19,01% 6/7
C-Quadrat Europe Selection 18,65% 5/7
G Fund World (R) Evolutions 17,39% 6/7
Pictet-Global Environmental Opportunities-P EUR 16,70% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 16,65% 6/7
Nordea 1 - Global Climate & Envir BP EUR 16,04% 6/7
Pluvalca Disruptive Opportunities A 15,87% 6/7
DNCA Invest Beyond Global Leaders B EUR 15,34% 5/7
Echiquier World Equity Growth A 14,55% 6/7
Richelieu Family Small Cap R 14,34% 6/7
BNP Paribas Climate Impact Privl C 14,03% 6/7
Montségur Croissance C 13,44% 5/7
Templeton Asian Growth Fund N(acc)USD 13,41% 6/7
Jupiter Financial Innovation 13,36% 6/7
CG Nouvelle Asie C 13,34% 6/7
Groupama Avenir Euro 13,08% 6/7
Ecofi Agir pour le Climat 12,78% 5/7
CM-CIC Global Leaders C 12,41% 6/7
OFI FUND RS European Eq Pstv Economy R-C 12,39% 6/7
Amilton Premium Europe R 12,36% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 12,36% 6/7
MainFirst Absolute Return Multi Asset 11,86% 4/7
G Fund – Avenir Europe 11,83% 6/7
Nordea 1 – Alpha 15 MA Fund 11,47% 5/7
CANDRIAM Absolute Return Equity Market Neutral 11,46% 7/7
Raymond James Microcaps A 11,31% 4/7
OFI RS Multitrack 11,20% 4/7
ELEVA Leaders Small et Mid Cap Europe R 11,10% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 10,89% 6/7
Pictet-Global Megatrend Selection-P EUR 10,84% 6/7
Echiquier Positive Impact Europe A 10,79% 6/7
Legg Mason Brandywine Global Income Optimiser Fund 10,73% 4/7
LF LUX Inflection Point Carb Imp Glb R EUR 10,50% 6/7
Carmignac Patrimoine A EUR Acc 10,46% 4/7
MCA Entreprendre PME 10,45% 6/7
Ruffer Total Return International 10,12% 4/7
JPM Global Macro Opps A (acc) EUR 9,76% 5/7
Echiquier Agenor SRI Mid Cap Europe A 9,75% 5/7
Pictet TR-Atlas-P EUR 9,58% 3/7
Ecofi Avenir Plus 9,49% 6/7
Federal Multi PME P 9,43% 6/7
EdRF Big Data A EUR 8,91% 6/7
JPM Global Macro Opps D (acc) EUR 8,89% 5/7
Prévoir Pangea R 8,86% 6/7
Fidelity World A-Acc-EUR 8,72% 6/7
Comgest Monde C 8,62% 5/7
Mandarine Europe Microcap R EUR 8,30% 6/7
Tikehau Global Value P 8,28% 5/7
Digital Stars Europe Acc 8,15% 6/7
Varenne Valeur A-EUR 8,04% 4/7
Aviva Grandes Marques ISR A A/I 7,67% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,33% 6/7
Renaissance Europe C 7,29% 6/7
Axiom Equity 7,14% 7/7
ELEVA Absolute Return Europe R 7,13% 4/7
Quadrige Europe Midcaps C 7,09% 6/7
Nordea 1 – Alpha 10 MA Fund 7,08% 4/7
Franklin European Total Return Fund A(acc)EUR 6,87% 3/7
Portzamparc Europe PME C 6,81% 6/7
Tocqueville Megatrends C 6,76% 6/7
BNP Paribas Health Cr Innovtr Cl Cap 6,60% 6/7
Digital Stars Europe 6,47% 6/7
Amundi Europe Microcaps PC 6,44% 6/7
Sycomore [email protected] 6,27% 5/7
Mansartis Europe C 6,04% 6/7
Talence Euromidcap 6,00% 6/7
Keren Essentiels C 5,88% 5/7
VONTOBEL TwentyFour Strategic Income Fund 5,74% 4/7
Platinium Ariane C 5,66% 6/7
PALATINE PLANETE C 5,59% 6/7
Sélection Action Rendement International 5,58% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 5,58% 4/7
R-co Valor C EUR 5,56% 6/7
CM-CIC Objectif Environnement C 5,40% 6/7
Jupiter Dynamic Bond 5,40% 3/7
Kirao Multicaps Alpha 5,38% 4/7
Haas Actions Croissance C 5,24% 6/7
CANDRIAM SRI Bonds Global HY 5,18% 4/7
Amplegest PME IC 5,13% 5/7
C-Quadrat Europe Multicap 5,12% 6/7
Flexigestion Patrimoine 5,04% 4/7
Ecofi Enjeux Futurs 4,65% 6/7
QUADRIGE MULTICAPS EUROPE 4,60% 5/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 4,59% 3/7
Covéa Flexible ISR C 4,58% 5/7
BNPPARIBAS AQUA C 4,55% 6/7
C-Quadrat Europe Smallcap 4,38% 6/7
Nova Europe A 4,34% 6/7
CamGestion Obligations Europe Classic 4,23% 4/7
GF Fidélité P 4,15% 3/7
COGEFI Elixir P 4,03% 6/7
Amplegest PME AC 4,01% 5/7
Axiom Obligataire OPCVM 3,98% 4/7
IDAM Small France R 3,93% 5/7
C-Quadrat Global Equity ESG 3,76% 5/7
Ethna-DYNAMISCH 3,43% 4/7
Amplegest Long Short IC 3,02% 4/7
Pictet-Multi Asset Global Opps R EUR 2,82% 3/7
RobecoSAM Euro SDG Credits 2,78% 4/7
Invesco Balanced-Risk Allc E EUR Acc 2,67% 5/7
MC Convictions France 2,61% 6/7
Amplegest Long Short AC 2,56% 4/7
CANDRIAM SRI Bonds Emerging Markets 2,37% 3/7
Amundi Actions USA ISR P C 2,30% 6/7
CPG Oblig 2,29% 3/7
Groupama Crédit Euro ISR IC 2,20% 3/7
ELEVA Euroland Selection R 2,18% 6/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 2,12% 4/7
EdR SICAV Euro Sust Growth A EUR 2,12% 6/7
SLF (Lux) Equity USA R 2,05% 6/7
Aviva Investors Alpha Yield I A/I 2,03% 4/7
Flornoy Valeurs Familiales R 2,03% 5/7
Ostrum Actions Small&Mid Cap Euro RC 2,01% 5/7
Echiquier ARTY A 1,99% 4/7
Alienor Alter Euro A 1,99% 4/7
Athymis Patrimoine P 1,97% 4/7
Sextant Bond Picking 1,81% 3/7
CPR Croissance Réactive P 1,69% 5/7
Lazard Patrimoine RC 1,67% 4/7
Sycomore Shared Growth R 1,66% 5/7
Amplegest Pricing Power IC 1,58% 5/7
CM-CIC Pierre C 1,37% 6/7
CANDRIAM SRI Equities EMU 1,33% 6/7
Axiom Optimal Fix 1,29% 3/7
Kirao Smallcaps 1,25% 5/7
Amplegest Pricing Power FC 1,20% 5/7
Anthracite B 1,15% 6/7
Europa One R 1,06% 6/7
BL Global Flexible 1,04% 4/7
Invest Latitude Patrimoine 1,00% 4/7
Montbleu Etoiles 0,86% 5/7
Auris Selection Def R EUR Acc 0,82% 3/7
Valeur Intrinsèque P 0,65% 6/7
Amplegest Pricing Power AC 0,60% 5/7
Oddo BHF ProActif Europe CR-EUR 0,53% 4/7
Jupiter Flexible Income 0,40% 5/7
Swiss Life Funds (F) - Multi Asset Moderate 0,38% 3/7
CANDRIAM Patrimoine Obli Inter 0,21% 3/7
Annapurna Alpha Europe C 0,20% 4/7
Gutenberg Patrimoine C 0,16% 4/7
Alterna Plus 0,12% 3/7
Trusteam Optimum A -0,04% 3/7
Allianz Valeurs Durables RC -0,08% 6/7
Federal Ethi-Patrimoine A -0,11% 3/7
Claresco Avenir P -0,13% 6/7
Haas Epargne Patrimoine C -0,18% 3/7
DNCA Invest Beyond Alterosa A -0,25% 4/7
HMG DECOUVERTES PME - part C -0,28% 5/7
Betamax Global P -0,33% 4/7
Swiss Life Funds (F) - Multi Asset Balanced -0,53% 4/7
Federal Ethi-Patrimoine -0,56% 3/7
Nordea 1 - Stable Return Fund -0,58% 3/7
Carmignac Pf Commodities A EUR Acc -0,61% 6/7
Nouvelle Stratégie 50 -0,62% 6/7
Tiepolo Valeurs C -0,63% 5/7
CANDRIAM Risk Arbitrage -0,73% 3/7
Ethna-AKTIV -0,75% 4/7
EXPORT EUROPE PALATINE R -0,82% 5/7
BNP Paribas perspectives CT -0,82% 3/7
Sunny Euro Stratégic Plus R -0,85% 4/7
Seven Fortress Fund : Class I -0,95% 4/7
Twenty First Capital Rendement Euro + C -1,04% 3/7
Vega France Opportunités RC -1,08% 6/7
Seven Diversified Fund Class I -1,15% 4/7
DNCA Evolutif C -1,29% 4/7
HSBC SRI Euroland Equity AC -1,36% 6/7
Swiss Life Funds (F) - Multi Asset Growth -1,37% 4/7
Otea 1 R -1,37% 4/7
Seven European Equity Class I -1,49% 5/7
Seven UCITS Seven European Eqty Fd EUR-R -1,64% 5/7
Martin Maurel Valeurs Humaines C EUR -1,68% 6/7
Karakoram Euro Rendement Réel C -1,72% 2/7
BBM V-Flex AC -1,78% 4/7
Portzamparc PME C -1,84% 6/7
AXAWF Global Optimal Income E Cap EUR -1,91% 5/7
Kirao Multicaps AC -1,91% 5/7
HMG Découvertes C -1,95% 5/7
Sycomore Allocation Patrimoine R -1,97% 3/7
Invest Latitude Equilibre -2,03% 4/7
Sofidy Selection 1 P -2,28% 5/7
DWS Concept Kaldemorgen -2,41% 4/7
Sanso Short Duration C -2,42% 3/7
Salamandre Euro Rendement C -2,72% 4/7
Lazard Equity SRI C -2,73% 6/7
Amplegest MidCaps IC -2,76% 5/7
Sélection Action Rendement -2,77% 5/7
Amplegest MidCaps FC -2,86% 5/7
Mandarine Opportunités R -3,01% 6/7
Aviva Flexible Emergents A -3,09% 5/7
NN (L) Euro High Dividend P Cap EUR -3,10% 6/7
DPAM L Bonds Emerging Markets Sust L EUR -3,19% 4/7
First Eagle Amundi International AE-C -3,22% 5/7
EdRF Income Europe A EUR -3,25% 4/7
BNP PARIBAS développement Humain -3,31% 6/7
Amplegest Midcaps AC -3,52% 5/7
BNP Paribas Target Risk Balanced Cl R -3,68% 4/7
SLF (F) Opportunité High Yield 2023 P -3,83% 4/7
DNCA Invest Eurose A EUR -3,95% 4/7
Amplegest Proactif AC -4,01% 4/7
Sextant Grand Large A -4,24% 4/7
Portzamparc Entrepreneurs -4,46% 6/7
Clartan Evolution C -4,56% 4/7
BNY Mellon Global Equity Inc EUR A Acc -5,03% 5/7
Mandarine Optimal Value R -5,15% 6/7
CPR Silver Age P A/I -5,23% 6/7
Amazone Euro Fund -5,39% 5/7
Dorval Convictions PEA RC -5,45% 5/7
Generali IS SRI Ageing Population DX EUR -5,63% 6/7
DNCA Invest Beyond Infras & Trans B EUR -6,02% 6/7
Betamax Europe Smart for Climate P Actions Europe -6,16% 5/7
Wise 5 -6,32% 5/7
VONTOBEL Emerging Markets Corporate Bond -6,52% 4/7
Fidelity Patrimoine A-Acc-EUR -7,05% 4/7
AAA Actions Agro Alimentaire RC -7,08% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -7,09% 5/7
IVO Fixed Income EUR R Acc -7,66% 4/7
BSO France P -7,89% 6/7
BDL Convictions C -7,91% 5/7
DWS Invest Top Dividend -8,11% 5/7
Sextant Autour du Monde A -8,22% 5/7
Dorval Manageurs R C -8,58% 6/7
Gaspal Patrimoine R -8,68% 4/7
Bellatrix C -8,74% 4/7
Montségur Rendement C -10,27% 5/7
Quadrige France Smallcaps C -10,40% 6/7
Arc Patrimoine C -11,30% 4/7
Oddo BHF Immobilier CR-EUR -12,31% 6/7
Talence Optimal AC -12,50% 5/7
Clartan Valeurs C -12,67% 6/7
Generali IS European Eq Rcvy D EUR Acc -13,57% 6/7
Aviva Valeurs Immobilières A A/I -14,95% 6/7
Centifolia C A/I -15,04% 5/7
Fidelity France A-Dis-EUR -16,27% 6/7
HMG Globetrotter C -19,22% 5/7
HMG Rendement D A/I -19,98% 5/7
AIS Protect 0,00% 3/7
Fideas Smart for Climate P Actions Eurozone ISR 0,00% 6/7

Fonds à profil de risque 2/7

Fonds à profil de risque 4/7

Fonds 1 mois
MainFirst Absolute Return Multi Asset 1,13%
Raymond James Microcaps A 3,56%
OFI RS Multitrack 3,97%
Legg Mason Brandywine Global Income Optimiser Fund 2,23%
Carmignac Patrimoine A EUR Acc 4,44%
Ruffer Total Return International 3,11%
Varenne Valeur A-EUR 5,39%
ELEVA Absolute Return Europe R -0,41%
Nordea 1 – Alpha 10 MA Fund 0,38%
VONTOBEL TwentyFour Strategic Income Fund 2,71%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,83%
Kirao Multicaps Alpha -1,28%
CANDRIAM SRI Bonds Global HY 1,74%
Flexigestion Patrimoine 1,57%
CamGestion Obligations Europe Classic 2,58%
Axiom Obligataire OPCVM 2,86%
Ethna-DYNAMISCH 3,61%
Amplegest Long Short IC 10,68%
RobecoSAM Euro SDG Credits 1,13%
Amplegest Long Short AC 10,63%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,98%
Aviva Investors Alpha Yield I A/I 2,98%
Echiquier ARTY A 2,22%
Alienor Alter Euro A 3,62%
Athymis Patrimoine P 1,75%
Lazard Patrimoine RC 3,78%
BL Global Flexible 0,73%
Invest Latitude Patrimoine 0,92%
Oddo BHF ProActif Europe CR-EUR 0,45%
Annapurna Alpha Europe C 0,49%
Gutenberg Patrimoine C 1,96%
DNCA Invest Beyond Alterosa A 1,97%
Betamax Global P 2,86%
Swiss Life Funds (F) - Multi Asset Balanced 2,12%
Ethna-AKTIV 1,26%
Sunny Euro Stratégic Plus R 4,00%
Seven Fortress Fund : Class I -5,32%
Seven Diversified Fund Class I -0,93%
DNCA Evolutif C -0,80%
Swiss Life Funds (F) - Multi Asset Growth 2,97%
Otea 1 R 10,97%
BBM V-Flex AC 4,65%
Invest Latitude Equilibre 1,84%
DWS Concept Kaldemorgen 3,29%
Salamandre Euro Rendement C 1,96%
DPAM L Bonds Emerging Markets Sust L EUR 3,53%
EdRF Income Europe A EUR 3,14%
BNP Paribas Target Risk Balanced Cl R 2,67%
SLF (F) Opportunité High Yield 2023 P 5,16%
DNCA Invest Eurose A EUR 5,10%
Amplegest Proactif AC 5,88%
Sextant Grand Large A 3,82%
Clartan Evolution C 6,94%
VONTOBEL Emerging Markets Corporate Bond 2,67%
Fidelity Patrimoine A-Acc-EUR 5,42%
IVO Fixed Income EUR R Acc 5,00%
Gaspal Patrimoine R 1,58%
Bellatrix C 5,51%
Arc Patrimoine C 3,67%

Fonds à profil de risque 5/7

Fonds 1 mois
Robeco Global Consumer Trends 2,95%
Constance Be World A 5,21%
Sextant PME 6,50%
Sycomore Eco Solutions 9,51%
C-Quadrat Europe Selection 6,05%
DNCA Invest Beyond Global Leaders B EUR 3,16%
Montségur Croissance C 2,01%
Ecofi Agir pour le Climat 6,20%
Nordea 1 – Alpha 15 MA Fund 0,46%
JPM Global Macro Opps A (acc) EUR 2,70%
Echiquier Agenor SRI Mid Cap Europe A 1,20%
JPM Global Macro Opps D (acc) EUR 2,47%
Comgest Monde C 2,50%
Tikehau Global Value P 6,52%
Sycomore [email protected] 3,17%
Keren Essentiels C 9,42%
Amplegest PME IC 2,53%
QUADRIGE MULTICAPS EUROPE 6,51%
Covéa Flexible ISR C 1,95%
Amplegest PME AC 2,31%
IDAM Small France R 7,06%
C-Quadrat Global Equity ESG 1,23%
Invesco Balanced-Risk Allc E EUR Acc 4,65%
Flornoy Valeurs Familiales R 2,69%
Ostrum Actions Small&Mid Cap Euro RC 8,13%
CPR Croissance Réactive P 2,73%
Sycomore Shared Growth R 3,61%
Amplegest Pricing Power IC 5,56%
Kirao Smallcaps 9,53%
Amplegest Pricing Power FC 5,53%
Montbleu Etoiles 8,06%
Amplegest Pricing Power AC 5,46%
Jupiter Flexible Income 7,44%
HMG DECOUVERTES PME - part C 5,90%
Tiepolo Valeurs C 10,60%
EXPORT EUROPE PALATINE R 4,43%
Seven European Equity Class I 0,22%
Seven UCITS Seven European Eqty Fd EUR-R 0,58%
AXAWF Global Optimal Income E Cap EUR 1,49%
Kirao Multicaps AC 5,56%
HMG Découvertes C 7,07%
Sofidy Selection 1 P 6,40%
Amplegest MidCaps IC 2,68%
Sélection Action Rendement -0,43%
Amplegest MidCaps FC 2,98%
Aviva Flexible Emergents A 6,92%
First Eagle Amundi International AE-C 4,50%
Amplegest Midcaps AC 2,80%
BNY Mellon Global Equity Inc EUR A Acc 9,01%
Amazone Euro Fund 8,67%
Dorval Convictions PEA RC 7,26%
Betamax Europe Smart for Climate P Actions Europe 6,33%
Wise 5 6,00%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 2,97%
BDL Convictions C 12,39%
DWS Invest Top Dividend 6,38%
Sextant Autour du Monde A 5,99%
Montségur Rendement C 11,95%
Talence Optimal AC 1,12%
Centifolia C A/I 12,46%
HMG Globetrotter C 8,52%
HMG Rendement D A/I 15,86%

Fonds à profil de risque 6/7

Fonds 1 mois
MS INVF US Growth 5,05%
Echiquier Artificial Intelligence B EUR 8,19%
JPMorgan Funds – US Technology Fund 8,59%
Franklin Technology Fund 2,68%
RobecoSAM Smart Energy Equities 16,79%
MainFirst Global Equities Fund 5,28%
MS INVF Asia Opportunity 7,66%
CANDRIAM Equities L Robotics 6,39%
COGEFI Prospective P 7,87%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,58%
COGEFI Chrysalide P 6,69%
BNP Paribas Disrpt Tech Cl C 2,20%
MS INVF Europe Opportunity 5,27%
Fidelity Global Technology A-Dis-EUR 10,54%
LO Funds Global Prestige P EUR Acc 5,10%
VONTOBEL Clean Technology 6,44%
Threadneedle (Lux) Global Smaller Companies 8,00%
CANDRIAM Equities L Oncology Impact 0,16%
Prévoir Gestion Actions C 2,36%
Erasmus Small Cap Euro R 5,75%
Candriam SRI Equity Em Mkts C EUR Acc 7,97%
G Fund World (R) Evolutions 3,07%
Pictet-Global Environmental Opportunities-P EUR 3,83%
Comgest Growth Eurp Smlr Coms EUR Acc 2,84%
Nordea 1 - Global Climate & Envir BP EUR 4,86%
Pluvalca Disruptive Opportunities A 4,03%
Echiquier World Equity Growth A 5,65%
Richelieu Family Small Cap R 7,09%
BNP Paribas Climate Impact Privl C 6,34%
Templeton Asian Growth Fund N(acc)USD 7,70%
Jupiter Financial Innovation 6,88%
CG Nouvelle Asie C 7,75%
Groupama Avenir Euro 3,19%
CM-CIC Global Leaders C 2,97%
OFI FUND RS European Eq Pstv Economy R-C 5,56%
Amilton Premium Europe R 7,40%
DNCA Invest Archer Mid-Cap Europe B EUR 6,85%
G Fund – Avenir Europe 2,99%
ELEVA Leaders Small et Mid Cap Europe R 1,40%
Candriam Eqs L Eurp Innovt C EUR Cap 1,03%
Pictet-Global Megatrend Selection-P EUR 4,09%
Echiquier Positive Impact Europe A 2,10%
LF LUX Inflection Point Carb Imp Glb R EUR 7,03%
MCA Entreprendre PME 8,90%
Ecofi Avenir Plus 2,30%
Federal Multi PME P 4,34%
EdRF Big Data A EUR 12,56%
Prévoir Pangea R 2,55%
Fidelity World A-Acc-EUR 9,75%
Mandarine Europe Microcap R EUR 6,74%
Digital Stars Europe Acc 3,35%
Aviva Grandes Marques ISR A A/I 6,42%
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,12%
Renaissance Europe C 3,44%
Quadrige Europe Midcaps C 17,32%
Portzamparc Europe PME C 4,06%
Tocqueville Megatrends C 3,38%
BNP Paribas Health Cr Innovtr Cl Cap 1,45%
Digital Stars Europe 3,29%
Amundi Europe Microcaps PC 6,82%
Mansartis Europe C 3,25%
Talence Euromidcap 7,74%
Platinium Ariane C 3,15%
PALATINE PLANETE C 4,50%
Sélection Action Rendement International 0,44%
R-co Valor C EUR 7,05%
CM-CIC Objectif Environnement C 5,60%
Haas Actions Croissance C 5,19%
C-Quadrat Europe Multicap 9,10%
Ecofi Enjeux Futurs 6,89%
BNPPARIBAS AQUA C 4,65%
C-Quadrat Europe Smallcap 7,04%
Nova Europe A 2,38%
COGEFI Elixir P 3,86%
MC Convictions France 7,64%
Amundi Actions USA ISR P C 3,22%
ELEVA Euroland Selection R 8,08%
EdR SICAV Euro Sust Growth A EUR 5,25%
SLF (Lux) Equity USA R 3,84%
CM-CIC Pierre C 6,73%
CANDRIAM SRI Equities EMU 8,99%
Anthracite B 13,75%
Europa One R 2,12%
Valeur Intrinsèque P 10,60%
Allianz Valeurs Durables RC 8,44%
Claresco Avenir P 5,90%
Carmignac Pf Commodities A EUR Acc 5,28%
Nouvelle Stratégie 50 4,31%
Vega France Opportunités RC 6,94%
HSBC SRI Euroland Equity AC 8,57%
Martin Maurel Valeurs Humaines C EUR 8,61%
Portzamparc PME C 3,38%
Lazard Equity SRI C 10,65%
Mandarine Opportunités R 8,19%
NN (L) Euro High Dividend P Cap EUR 11,44%
BNP PARIBAS développement Humain 3,69%
Portzamparc Entrepreneurs 3,08%
Mandarine Optimal Value R 6,45%
CPR Silver Age P A/I 5,27%
Generali IS SRI Ageing Population DX EUR 5,01%
DNCA Invest Beyond Infras & Trans B EUR 9,51%
AAA Actions Agro Alimentaire RC 2,42%
BSO France P 7,10%
Dorval Manageurs R C 14,33%
Quadrige France Smallcaps C 8,56%
Oddo BHF Immobilier CR-EUR 7,00%
Clartan Valeurs C 11,61%
Generali IS European Eq Rcvy D EUR Acc 14,90%
Aviva Valeurs Immobilières A A/I 12,03%
Fidelity France A-Dis-EUR 19,60%
Fideas Smart for Climate P Actions Eurozone ISR 7,57%

Fonds à profil de risque 7/7

Tous les fonds

Fonds 1 mois SRRI
MS INVF US Growth 5,05% 6/7
Echiquier Artificial Intelligence B EUR 8,19% 6/7
JPMorgan Funds – US Technology Fund 8,59% 6/7
Franklin Technology Fund 2,68% 6/7
RobecoSAM Smart Energy Equities 16,79% 6/7
MainFirst Global Equities Fund 5,28% 6/7
MS INVF Asia Opportunity 7,66% 6/7
CANDRIAM Equities L Robotics 6,39% 6/7
Robeco Global Consumer Trends 2,95% 5/7
COGEFI Prospective P 7,87% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 7,58% 6/7
Constance Be World A 5,21% 5/7
COGEFI Chrysalide P 6,69% 6/7
BNP Paribas Disrpt Tech Cl C 2,20% 6/7
MS INVF Europe Opportunity 5,27% 6/7
Fidelity Global Technology A-Dis-EUR 10,54% 6/7
LO Funds Global Prestige P EUR Acc 5,10% 6/7
VONTOBEL Clean Technology 6,44% 6/7
Threadneedle (Lux) Global Smaller Companies 8,00% 6/7
CANDRIAM Equities L Oncology Impact 0,16% 6/7
Sextant PME 6,50% 5/7
Prévoir Gestion Actions C 2,36% 6/7
Sycomore Eco Solutions 9,51% 5/7
Erasmus Small Cap Euro R 5,75% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 7,97% 6/7
C-Quadrat Europe Selection 6,05% 5/7
G Fund World (R) Evolutions 3,07% 6/7
Pictet-Global Environmental Opportunities-P EUR 3,83% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 2,84% 6/7
Nordea 1 - Global Climate & Envir BP EUR 4,86% 6/7
Pluvalca Disruptive Opportunities A 4,03% 6/7
DNCA Invest Beyond Global Leaders B EUR 3,16% 5/7
Echiquier World Equity Growth A 5,65% 6/7
Richelieu Family Small Cap R 7,09% 6/7
BNP Paribas Climate Impact Privl C 6,34% 6/7
Montségur Croissance C 2,01% 5/7
Templeton Asian Growth Fund N(acc)USD 7,70% 6/7
Jupiter Financial Innovation 6,88% 6/7
CG Nouvelle Asie C 7,75% 6/7
Groupama Avenir Euro 3,19% 6/7
Ecofi Agir pour le Climat 6,20% 5/7
CM-CIC Global Leaders C 2,97% 6/7
OFI FUND RS European Eq Pstv Economy R-C 5,56% 6/7
Amilton Premium Europe R 7,40% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 6,85% 6/7
MainFirst Absolute Return Multi Asset 1,13% 4/7
G Fund – Avenir Europe 2,99% 6/7
Nordea 1 – Alpha 15 MA Fund 0,46% 5/7
CANDRIAM Absolute Return Equity Market Neutral 1,43% 7/7
Raymond James Microcaps A 3,56% 4/7
OFI RS Multitrack 3,97% 4/7
ELEVA Leaders Small et Mid Cap Europe R 1,40% 6/7
Candriam Eqs L Eurp Innovt C EUR Cap 1,03% 6/7
Pictet-Global Megatrend Selection-P EUR 4,09% 6/7
Echiquier Positive Impact Europe A 2,10% 6/7
Legg Mason Brandywine Global Income Optimiser Fund 2,23% 4/7
LF LUX Inflection Point Carb Imp Glb R EUR 7,03% 6/7
Carmignac Patrimoine A EUR Acc 4,44% 4/7
MCA Entreprendre PME 8,90% 6/7
Ruffer Total Return International 3,11% 4/7
JPM Global Macro Opps A (acc) EUR 2,70% 5/7
Echiquier Agenor SRI Mid Cap Europe A 1,20% 5/7
Pictet TR-Atlas-P EUR -0,63% 3/7
Ecofi Avenir Plus 2,30% 6/7
Federal Multi PME P 4,34% 6/7
EdRF Big Data A EUR 12,56% 6/7
JPM Global Macro Opps D (acc) EUR 2,47% 5/7
Prévoir Pangea R 2,55% 6/7
Fidelity World A-Acc-EUR 9,75% 6/7
Comgest Monde C 2,50% 5/7
Mandarine Europe Microcap R EUR 6,74% 6/7
Tikehau Global Value P 6,52% 5/7
Digital Stars Europe Acc 3,35% 6/7
Varenne Valeur A-EUR 5,39% 4/7
Aviva Grandes Marques ISR A A/I 6,42% 6/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 7,12% 6/7
Renaissance Europe C 3,44% 6/7
Axiom Equity 32,25% 7/7
ELEVA Absolute Return Europe R -0,41% 4/7
Quadrige Europe Midcaps C 17,32% 6/7
Nordea 1 – Alpha 10 MA Fund 0,38% 4/7
Franklin European Total Return Fund A(acc)EUR 2,42% 3/7
Portzamparc Europe PME C 4,06% 6/7
Tocqueville Megatrends C 3,38% 6/7
BNP Paribas Health Cr Innovtr Cl Cap 1,45% 6/7
Digital Stars Europe 3,29% 6/7
Amundi Europe Microcaps PC 6,82% 6/7
Sycomore [email protected] 3,17% 5/7
Mansartis Europe C 3,25% 6/7
Talence Euromidcap 7,74% 6/7
Keren Essentiels C 9,42% 5/7
VONTOBEL TwentyFour Strategic Income Fund 2,71% 4/7
Platinium Ariane C 3,15% 6/7
PALATINE PLANETE C 4,50% 6/7
Sélection Action Rendement International 0,44% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 2,83% 4/7
R-co Valor C EUR 7,05% 6/7
CM-CIC Objectif Environnement C 5,60% 6/7
Jupiter Dynamic Bond 1,20% 3/7
Kirao Multicaps Alpha -1,28% 4/7
Haas Actions Croissance C 5,19% 6/7
CANDRIAM SRI Bonds Global HY 1,74% 4/7
Amplegest PME IC 2,53% 5/7
C-Quadrat Europe Multicap 9,10% 6/7
Flexigestion Patrimoine 1,57% 4/7
Ecofi Enjeux Futurs 6,89% 6/7
QUADRIGE MULTICAPS EUROPE 6,51% 5/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) 2,12% 3/7
Covéa Flexible ISR C 1,95% 5/7
BNPPARIBAS AQUA C 4,65% 6/7
C-Quadrat Europe Smallcap 7,04% 6/7
Nova Europe A 2,38% 6/7
CamGestion Obligations Europe Classic 2,58% 4/7
GF Fidélité P 1,47% 3/7
COGEFI Elixir P 3,86% 6/7
Amplegest PME AC 2,31% 5/7
Axiom Obligataire OPCVM 2,86% 4/7
IDAM Small France R 7,06% 5/7
C-Quadrat Global Equity ESG 1,23% 5/7
Ethna-DYNAMISCH 3,61% 4/7
Amplegest Long Short IC 10,68% 4/7
Pictet-Multi Asset Global Opps R EUR 1,81% 3/7
RobecoSAM Euro SDG Credits 1,13% 4/7
Invesco Balanced-Risk Allc E EUR Acc 4,65% 5/7
MC Convictions France 7,64% 6/7
Amplegest Long Short AC 10,63% 4/7
CANDRIAM SRI Bonds Emerging Markets 2,98% 3/7
Amundi Actions USA ISR P C 3,22% 6/7
CPG Oblig 4,45% 3/7
Groupama Crédit Euro ISR IC 1,12% 3/7
ELEVA Euroland Selection R 8,08% 6/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,98% 4/7
EdR SICAV Euro Sust Growth A EUR 5,25% 6/7
SLF (Lux) Equity USA R 3,84% 6/7
Aviva Investors Alpha Yield I A/I 2,98% 4/7
Flornoy Valeurs Familiales R 2,69% 5/7
Ostrum Actions Small&Mid Cap Euro RC 8,13% 5/7
Echiquier ARTY A 2,22% 4/7
Alienor Alter Euro A 3,62% 4/7
Athymis Patrimoine P 1,75% 4/7
Sextant Bond Picking 3,67% 3/7
CPR Croissance Réactive P 2,73% 5/7
Lazard Patrimoine RC 3,78% 4/7
Sycomore Shared Growth R 3,61% 5/7
Amplegest Pricing Power IC 5,56% 5/7
CM-CIC Pierre C 6,73% 6/7
CANDRIAM SRI Equities EMU 8,99% 6/7
Axiom Optimal Fix 0,86% 3/7
Kirao Smallcaps 9,53% 5/7
Amplegest Pricing Power FC 5,53% 5/7
Anthracite B 13,75% 6/7
Europa One R 2,12% 6/7
BL Global Flexible 0,73% 4/7
Invest Latitude Patrimoine 0,92% 4/7
Montbleu Etoiles 8,06% 5/7
Auris Selection Def R EUR Acc 4,64% 3/7
Valeur Intrinsèque P 10,60% 6/7
Amplegest Pricing Power AC 5,46% 5/7
Oddo BHF ProActif Europe CR-EUR 0,45% 4/7
Jupiter Flexible Income 7,44% 5/7
Swiss Life Funds (F) - Multi Asset Moderate 1,61% 3/7
CANDRIAM Patrimoine Obli Inter 0,44% 3/7
Annapurna Alpha Europe C 0,49% 4/7
Gutenberg Patrimoine C 1,96% 4/7
Alterna Plus 2,19% 3/7
Trusteam Optimum A 2,13% 3/7
Allianz Valeurs Durables RC 8,44% 6/7
Federal Ethi-Patrimoine A 2,19% 3/7
Claresco Avenir P 5,90% 6/7
Haas Epargne Patrimoine C 1,51% 3/7
DNCA Invest Beyond Alterosa A 1,97% 4/7
HMG DECOUVERTES PME - part C 5,90% 5/7
Betamax Global P 2,86% 4/7
Swiss Life Funds (F) - Multi Asset Balanced 2,12% 4/7
Federal Ethi-Patrimoine 2,14% 3/7
Nordea 1 - Stable Return Fund 1,43% 3/7
Carmignac Pf Commodities A EUR Acc 5,28% 6/7
Nouvelle Stratégie 50 4,31% 6/7
Tiepolo Valeurs C 10,60% 5/7
CANDRIAM Risk Arbitrage 0,84% 3/7
Ethna-AKTIV 1,26% 4/7
EXPORT EUROPE PALATINE R 4,43% 5/7
BNP Paribas perspectives CT 0,91% 3/7
Sunny Euro Stratégic Plus R 4,00% 4/7
Seven Fortress Fund : Class I -5,32% 4/7
Twenty First Capital Rendement Euro + C 1,99% 3/7
Vega France Opportunités RC 6,94% 6/7
Seven Diversified Fund Class I -0,93% 4/7
DNCA Evolutif C -0,80% 4/7
HSBC SRI Euroland Equity AC 8,57% 6/7
Swiss Life Funds (F) - Multi Asset Growth 2,97% 4/7
Otea 1 R 10,97% 4/7
Seven European Equity Class I 0,22% 5/7
Seven UCITS Seven European Eqty Fd EUR-R 0,58% 5/7
Martin Maurel Valeurs Humaines C EUR 8,61% 6/7
Karakoram Euro Rendement Réel C 2,35% 2/7
BBM V-Flex AC 4,65% 4/7
Portzamparc PME C 3,38% 6/7
AXAWF Global Optimal Income E Cap EUR 1,49% 5/7
Kirao Multicaps AC 5,56% 5/7
HMG Découvertes C 7,07% 5/7
Sycomore Allocation Patrimoine R 3,09% 3/7
Invest Latitude Equilibre 1,84% 4/7
Sofidy Selection 1 P 6,40% 5/7
DWS Concept Kaldemorgen 3,29% 4/7
Sanso Short Duration C 1,87% 3/7
Salamandre Euro Rendement C 1,96% 4/7
Lazard Equity SRI C 10,65% 6/7
Amplegest MidCaps IC 2,68% 5/7
Sélection Action Rendement -0,43% 5/7
Amplegest MidCaps FC 2,98% 5/7
Mandarine Opportunités R 8,19% 6/7
Aviva Flexible Emergents A 6,92% 5/7
NN (L) Euro High Dividend P Cap EUR 11,44% 6/7
DPAM L Bonds Emerging Markets Sust L EUR 3,53% 4/7
First Eagle Amundi International AE-C 4,50% 5/7
EdRF Income Europe A EUR 3,14% 4/7
BNP PARIBAS développement Humain 3,69% 6/7
Amplegest Midcaps AC 2,80% 5/7
BNP Paribas Target Risk Balanced Cl R 2,67% 4/7
SLF (F) Opportunité High Yield 2023 P 5,16% 4/7
DNCA Invest Eurose A EUR 5,10% 4/7
Amplegest Proactif AC 5,88% 4/7
Sextant Grand Large A 3,82% 4/7
Portzamparc Entrepreneurs 3,08% 6/7
Clartan Evolution C 6,94% 4/7
BNY Mellon Global Equity Inc EUR A Acc 9,01% 5/7
Mandarine Optimal Value R 6,45% 6/7
CPR Silver Age P A/I 5,27% 6/7
Amazone Euro Fund 8,67% 5/7
Dorval Convictions PEA RC 7,26% 5/7
Generali IS SRI Ageing Population DX EUR 5,01% 6/7
DNCA Invest Beyond Infras & Trans B EUR 9,51% 6/7
Betamax Europe Smart for Climate P Actions Europe 6,33% 5/7
Wise 5 6,00% 5/7
VONTOBEL Emerging Markets Corporate Bond 2,67% 4/7
Fidelity Patrimoine A-Acc-EUR 5,42% 4/7
AAA Actions Agro Alimentaire RC 2,42% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B 2,97% 5/7
IVO Fixed Income EUR R Acc 5,00% 4/7
BSO France P 7,10% 6/7
BDL Convictions C 12,39% 5/7
DWS Invest Top Dividend 6,38% 5/7
Sextant Autour du Monde A 5,99% 5/7
Dorval Manageurs R C 14,33% 6/7
Gaspal Patrimoine R 1,58% 4/7
Bellatrix C 5,51% 4/7
Montségur Rendement C 11,95% 5/7
Quadrige France Smallcaps C 8,56% 6/7
Arc Patrimoine C 3,67% 4/7
Oddo BHF Immobilier CR-EUR 7,00% 6/7
Talence Optimal AC 1,12% 5/7
Clartan Valeurs C 11,61% 6/7
Generali IS European Eq Rcvy D EUR Acc 14,90% 6/7
Aviva Valeurs Immobilières A A/I 12,03% 6/7
Centifolia C A/I 12,46% 5/7
Fidelity France A-Dis-EUR 19,60% 6/7
HMG Globetrotter C 8,52% 5/7
HMG Rendement D A/I 15,86% 5/7
AIS Protect -0,32% 3/7
Fideas Smart for Climate P Actions Eurozone ISR 7,57% 6/7

Fonds à profil de risque 2/7

Fonds à profil de risque 4/7

Fonds 1 an
MainFirst Absolute Return Multi Asset 12,84%
Raymond James Microcaps A 15,09%
OFI RS Multitrack 12,15%
Legg Mason Brandywine Global Income Optimiser Fund 10,23%
Carmignac Patrimoine A EUR Acc 11,75%
Ruffer Total Return International 12,33%
Varenne Valeur A-EUR 9,90%
ELEVA Absolute Return Europe R 7,92%
Nordea 1 – Alpha 10 MA Fund 5,96%
VONTOBEL TwentyFour Strategic Income Fund 6,76%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 7,19%
Kirao Multicaps Alpha 7,64%
CANDRIAM SRI Bonds Global HY 6,23%
Flexigestion Patrimoine 5,90%
CamGestion Obligations Europe Classic 4,71%
Axiom Obligataire OPCVM 4,92%
Ethna-DYNAMISCH 5,31%
Amplegest Long Short IC 4,49%
RobecoSAM Euro SDG Credits 2,88%
Amplegest Long Short AC 3,97%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,62%
Aviva Investors Alpha Yield I A/I 3,62%
Echiquier ARTY A 2,97%
Alienor Alter Euro A 2,91%
Athymis Patrimoine P 2,49%
Lazard Patrimoine RC 3,12%
BL Global Flexible 2,62%
Invest Latitude Patrimoine 0,93%
Oddo BHF ProActif Europe CR-EUR -0,36%
Annapurna Alpha Europe C 1,56%
Gutenberg Patrimoine C 1,63%
DNCA Invest Beyond Alterosa A 1,10%
Betamax Global P 0,67%
Swiss Life Funds (F) - Multi Asset Balanced 0,37%
Ethna-AKTIV -0,04%
Sunny Euro Stratégic Plus R 0,76%
Seven Fortress Fund : Class I -0,98%
Seven Diversified Fund Class I -1,46%
DNCA Evolutif C -0,02%
Swiss Life Funds (F) - Multi Asset Growth 0,12%
Otea 1 R -1,21%
BBM V-Flex AC -1,72%
Invest Latitude Equilibre -1,60%
DWS Concept Kaldemorgen -1,80%
Salamandre Euro Rendement C -1,75%
DPAM L Bonds Emerging Markets Sust L EUR -1,98%
EdRF Income Europe A EUR -2,41%
BNP Paribas Target Risk Balanced Cl R -2,33%
SLF (F) Opportunité High Yield 2023 P -1,12%
DNCA Invest Eurose A EUR -3,50%
Amplegest Proactif AC -1,68%
Sextant Grand Large A -2,99%
Clartan Evolution C -4,42%
VONTOBEL Emerging Markets Corporate Bond -5,53%
Fidelity Patrimoine A-Acc-EUR -5,35%
IVO Fixed Income EUR R Acc -4,31%
Gaspal Patrimoine R -8,09%
Bellatrix C -8,16%
Arc Patrimoine C -9,21%

Fonds à profil de risque 5/7

Fonds 1 an
Robeco Global Consumer Trends 35,39%
Constance Be World A 34,13%
Sextant PME 25,79%
Sycomore Eco Solutions 24,56%
C-Quadrat Europe Selection 19,55%
DNCA Invest Beyond Global Leaders B EUR 20,04%
Montségur Croissance C 15,34%
Ecofi Agir pour le Climat 14,46%
Nordea 1 – Alpha 15 MA Fund 9,80%
JPM Global Macro Opps A (acc) EUR 9,76%
Echiquier Agenor SRI Mid Cap Europe A 14,90%
JPM Global Macro Opps D (acc) EUR 9,39%
Comgest Monde C 10,74%
Tikehau Global Value P 10,34%
Sycomore [email protected] 9,23%
Keren Essentiels C 14,07%
Amplegest PME IC 11,76%
QUADRIGE MULTICAPS EUROPE 6,90%
Covéa Flexible ISR C 5,73%
Amplegest PME AC 9,38%
IDAM Small France R 11,34%
C-Quadrat Global Equity ESG 5,40%
Invesco Balanced-Risk Allc E EUR Acc 3,30%
Flornoy Valeurs Familiales R 3,07%
Ostrum Actions Small&Mid Cap Euro RC 4,41%
CPR Croissance Réactive P 1,99%
Sycomore Shared Growth R 4,09%
Amplegest Pricing Power IC 3,07%
Kirao Smallcaps 5,29%
Amplegest Pricing Power FC 2,58%
Montbleu Etoiles 2,85%
Amplegest Pricing Power AC 1,97%
Jupiter Flexible Income 1,43%
HMG DECOUVERTES PME - part C 3,83%
Tiepolo Valeurs C 1,42%
EXPORT EUROPE PALATINE R 0,06%
Seven European Equity Class I -0,65%
Seven UCITS Seven European Eqty Fd EUR-R -0,86%
AXAWF Global Optimal Income E Cap EUR -0,73%
Kirao Multicaps AC 1,38%
HMG Découvertes C 2,96%
Sofidy Selection 1 P 0,13%
Amplegest MidCaps IC 2,06%
Sélection Action Rendement -1,20%
Amplegest MidCaps FC 2,39%
Aviva Flexible Emergents A -1,02%
First Eagle Amundi International AE-C -2,49%
Amplegest Midcaps AC 1,38%
BNY Mellon Global Equity Inc EUR A Acc -3,30%
Amazone Euro Fund -4,49%
Dorval Convictions PEA RC -4,66%
Betamax Europe Smart for Climate P Actions Europe -4,34%