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

 

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

L’objectif de gestion consiste à battre l'indice S&P 500 par une gestion opportuniste de valeurs américaines de toutes capitalisations, selon une approche "value".

Process d’investissement  1/Les valeurs sont filtrées selon des critères de capitalisation (>1,5 Mds) et de valorisation (quartile le moins cher de chaque secteur, sur la base du ratio P/B de milieu de cycle). 2/Chaque titre est analysé dans une optique purement bottom-up, visant à éliminer les "value trap" (il s’agit en quelque sorte d’une approche « best in value » au sein de chaque secteur) : a) situation financière, b) business model, c) prudence du management dans sa stratégie de croissance. Entre 100 et 200 valeurs sont ainsi identifiées. Pas d'analyse top-down ni de recherche de revalorisation rapide par facteurs ou catalyseurs dans ce processus d'investissement (élément différentiant des autres gérants "value"). 3/Discipline d'achat/vente : approche buy and hold, à horizon d'investissement 3-5 ans. Les titres sont vendus si leur valorisation devient trop élevée ou si les fondamentaux se dégradent.

Construction du portefeuille. 60 à 100 valeurs américaines, à 70/80% large caps et 20/30% mid et small caps ; Peu de paris sectoriels par construction, les gérants cherchant la surperformance par le stock picking, d'où il ressort des écarts sectoriels vs l'indice de 0 à 5% en général, à l'exception de la technologie, toujours sous-pondérée de 10 pts environ. Les P/B et ROE sont inférieurs de 40/50% en moyenne par rapport au S&P 500 pour des ratios d'endettement en ligne voire inférieurs, reflétant la bonne qualité des sociétés en portefeuille; l’approche est donc davantage  value / qualité que "deep et cyclical value". 15 à 20 valeurs sont renouvelées chaque année.  

Les principales valeurs (au 30/09) traduisent cette approche best in value  « trans- sectorielle : Johnson & Johnson, Comcast, Bristol-Myers Squibb, Oracle Corporation, Pfizer, JP Morgan, Anthem

Synthèse Fundesys 

  • L’approche « best in value » oblige à une exposition sur tous les secteurs, limitant les risques (et effets désastreux sur les performances) de la plupart des fonds value classiques la plupart du temps absents ou très sous-exposés à la technologie et aux  valeurs de croissance / ínnovation d’une façon générale ; il en ressort de plus un risque modéré (2è/3è décile) au sein de sa catégorie des fonds Actions américaines Value
  • Si l’on croit à la victoire de J. Biden aux élections de mardi prochain et à la probabilité élevée d’un rallye « value » conséquemment au plan de soutien / de relance massif qu’il a promis, alors ce véhicule est adapté, dans de bonnes conditions de risque, à ce scenario de marché, en complément des fonds recommandés par ailleurs par Fundesys.

 

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 : www.fundesys.com

Fonds à profil de risque 2/7

Fonds YTD
HELIUM FUND 0,86%

Fonds à profil de risque 4/7

Fonds YTD
Raymond James Microcaps A 5,66%
Varenne Global 5,30%
Amplegest Proactif AC 4,47%
Invest Latitude Equilibre 4,45%
Varenne Valeur A-EUR 4,39%
Lazard Patrimoine RC 3,42%
HELIUM INVEST 3,34%
Ruffer Total Return International 3,27%
Amplegest Long Short IC 3,00%
Amplegest Long Short AC 2,94%
VONTOBEL Emerging Markets Corporate Bond 2,92%
OMNIBOND 2,74%
Ethna-DYNAMISCH 2,65%
Arc Patrimoine C 2,59%
BDL Transition 2,51%
DWS Concept Kaldemorgen 2,50%
Ethna-AKTIV 2,29%
Fidelity Patrimoine A-Acc-EUR 2,09%
Sextant Grand Large A 2,08%
DNCA Invest Eurose A EUR 1,87%
Sycomore Allocation Patrimoine R 1,85%
Swiss Life Funds (F) - Multi Asset Growth 1,81%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,64%
SLF (F) Opportunité High Yield 2023 P 1,53%
Sunny Euro Stratégic Plus R 1,53%
BNY Mellon Global Real Return Fund (EUR) 1,47%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,39%
Carmignac Patrimoine A EUR Acc 1,32%
Russell Investments Multi-Asset Growth Strategy 1,21%
OFI RS Multitrack 1,14%
Annapurna Alpha Europe C 1,10%
Axiom Obligataire OPCVM 1,04%
ELEVA Absolute Return Europe R 0,92%
Aviva Investors Alpha Yield I A/I 0,78%
Echiquier ARTY A 0,74%
Athymis Patrimoine P 0,70%
VONTOBEL TwentyFour Strategic Income Fund 0,69%
Gaspal Patrimoine R 0,63%
Salamandre Euro Rendement C 0,60%
Swiss Life Funds (F) - Multi Asset Balanced 0,57%
BNP Paribas Target Risk Balanced Cl R 0,45%
MainFirst Absolute Return Multi Asset 0,35%
EdRF Income Europe A EUR 0,27%
Betamax Global P 0,05%
CANDRIAM SRI Bonds Global HY 0,03%
Invest Latitude Patrimoine -0,15%
NN Patrimonial BEST -0,25%
Jupiter Global Ecology Diversified -0,32%
Legg Mason Brandywine Global Income Optimiser Fund -0,35%
Oddo BHF ProActif Europe CR-EUR -0,43%
BL Global Flexible -0,57%
RobecoSAM Euro SDG Credits -0,63%
CamGestion Obligations Europe Classic -0,83%
Gutenberg Patrimoine C -0,85%
Seven Diversified Fund Class I -0,94%
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,02%
DPAM L Bonds Emerging Markets Sust L EUR -1,46%
DNCA Invest Beyond Alterosa A -1,64%
Kirao Multicaps Alpha -1,80%
Nordea 1 – Alpha 10 MA Fund -2,20%
M&G (Lux) Global Macro Bond Fund -2,22%
Seven Fortress Fund : Class I -3,51%
CANDRIAM SRI Bonds Emerging Markets -3,66%

Fonds à profil de risque 5/7

Fonds YTD
Varenne Selection A-EUR 10,20%
QUADRIGE RENDEMENT France Midcaps 8,64%
HMG DECOUVERTES PME - part C 7,85%
DNCA Invest Beyond Global Leaders B EUR 7,31%
HMG Rendement D A/I 6,57%
Sextant Autour du Monde A 6,49%
HMG Découvertes C 6,31%
Sextant PME 5,61%
Wise 5 5,53%
C-Quadrat Global Equity ESG 5,49%
Amplegest PME IC 5,13%
Ostrum Actions Small&Mid Cap Euro RC 4,94%
Comgest Monde C 4,30%
Aviva Flexible Emergents A 3,79%
QUADRIGE MULTICAPS EUROPE 3,66%
Dorval Convictions PEA RC 3,29%
Robeco Global Consumer Trends 3,22%
DWS Invest Top Dividend 3,20%
Synchrony Dynamic A 3,08%
IVO Fixed Income EUR R Acc 3,08%
Amazone Euro Fund 3,02%
Bellatrix C 3,01%
Invesco Balanced-Risk Allc E EUR Acc 2,94%
AXAWF Global Optimal Income E Cap EUR 2,91%
Jupiter Flexible Income 2,81%
BNY Mellon Global Equity Inc EUR A Acc 2,56%
Otea 1 R 2,47%
JPM Global Macro Opps A (acc) EUR 2,45%
JPMorgan Investment Funds - Global Macro Opportunities Fund 2,43%
BBM V-Flex AC 2,30%
BGF ESG Multi-Asset 2,30%
Tikehau Global Value P 2,26%
First Eagle Amundi International AE-C 2,22%
Tiepolo Valeurs C 2,18%
Kirao Smallcaps 2,16%
Amplegest PME AC 2,12%
DNCA Evolutif C 2,07%
Sycomore Eco Solutions 1,93%
CPR Croissance Réactive P 1,23%
Clartan Evolution C 1,04%
Sycomore Shared Growth R 0,69%
C-Quadrat Europe Selection 0,65%
Ecofi Agir pour le Climat 0,59%
Talence Optimal AC 0,57%
Sycomore [email protected] 0,26%
COGEFI Flex Dynamic P 0,07%
Tocqueville Megatrends C -0,10%
Covéa Flexible ISR C -0,51%
Sélection Action Rendement -0,63%
Montbleu Etoiles -0,71%
Seven UCITS Seven European Eqty Fd EUR-R -0,73%
Echiquier Agenor SRI Mid Cap Europe A -1,00%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -1,04%
Seven European Equity Class I -2,66%
Sofidy Selection 1 P -3,02%
Nordea 1 – Alpha 15 MA Fund -3,22%

Fonds à profil de risque 6/7

Fonds YTD
BNY Mellon Mobility Innovation Fund 13,56%
MS INVF Asia Opportunity 13,29%
Templeton Asian Growth Fund N(acc)USD 12,81%
Russell Investments China Equity Fund 12,12%
Quadrige France Smallcaps C 11,96%
Fidelity Global Technology A-Dis-EUR 9,87%
Candriam SRI Equity Em Mkts C EUR Acc 9,83%
Claresco Innovation 9,59%
Fidelity France A-Dis-EUR 9,12%
EdRF Big Data A EUR 9,10%
Quadrige Europe Midcaps 8,94%
MS INVF US Growth 8,81%
VONTOBEL mtx Sustainable Emerging Markets Leaders 8,53%
MCA Entreprendre PME 8,33%
G Fund World (R) Evolutions 8,07%
LF LUX Inflection Point Carb Imp Glb R EUR 8,04%
Claresco USA 8,00%
Valeur Intrinsèque P 7,92%
DNB Technology 7,49%
Erasmus Small Cap Euro R 7,20%
JPMorgan Funds – US Technology Fund 7,06%
Mandarine Europe Microcap R EUR 6,91%
Russell Investments World Equity Fund 6,89%
CANDRIAM Equities L Robotics 6,76%
BNP PARIBAS CHINA EQUITY 6,73%
Richelieu Family Small Cap R 6,71%
BDL Convictions 6,67%
Europa One R 6,53%
Federal Multi PME P 6,49%
OFI INVEST US EQUITY 6,40%
Echiquier Artificial Intelligence B EUR 6,31%
Amundi Europe Microcaps PC 6,31%
R-co Valor C EUR 6,29%
BNP Paribas Climate Impact 6,13%
Mandarine Optimal Value R 6,09%
LO Funds Global Prestige P EUR Acc 6,08%
RobecoSAM Smart Energy Equities 6,03%
Anthracite B 5,72%
Digital Stars Europe 5,70%
COGEFI Chrysalide P 5,69%
G Fund – Avenir Europe 5,65%
CG Nouvelle Asie C 5,63%
SLF (Lux) Equity USA R 5,58%
Digital Stars Europe Acc 5,48%
Nova Europe A 5,47%
Keren Essentiels C 5,21%
Centifolia C A/I 5,16%
Jupiter Financial Innovation 5,14%
Russell Investments Low Carbon 5,11%
Fidelity World A-Acc-EUR 5,10%
Schroder ISF Glb Clmt Chg Eq A Acc EUR 5,04%
BNPPARIBAS AQUA CLASSIC C 4,93%
Pictet-Global Megatrend Selection-P EUR 4,82%
Amundi Actions USA ISR P C 4,81%
Aviva Grandes Marques ISR A A/I 4,78%
Covéa Terra A (C) 4,64%
MS INVF Europe Opportunity 4,56%
Amilton Premium Europe R 4,55%
COGEFI Prospective P 4,51%
IDAM Small France R 4,48%
Allianz Valeurs Durables RC 4,44%
Claresco Avenir P 4,39%
NN (L) Euro High Dividend P Cap EUR 4,34%
Franklin Technology Fund 4,31%
ELEVA Euroland Selection R 4,28%
Amplegest Pricing Power FC 4,25%
Groupama Avenir Euro 4,18%
MainFirst Global Equities Fund 4,01%
DNCA Invest Archer Mid-Cap Europe B EUR 3,94%
C-Quadrat Europe Smallcap 3,94%
Nordea 1 - Global Climate & Envir BP EUR 3,89%
Comgest Growth Eurp Smlr Coms EUR Acc 3,86%
Prévoir Gestion Actions C 3,69%
Dorval Manageurs R C 3,69%
Lazard Equity SRI C 3,60%
Portzamparc Europe PME C 3,59%
Haas Actions Croissance C 3,56%
BNP Paribas Climate Impact Privl C 3,49%
Synchrony Swiss Small & Mid Caps A CHF 3,45%
CPR Silver Age P A/I 3,45%
Prévoir Pangea R 3,43%
VONTOBEL Clean Technology 3,25%
Threadneedle (Lux) Global Smaller Companies 3,25%
C-Quadrat Europe Multicap 3,21%
Amplegest Pricing Power AC 3,09%
MC Convictions France 3,07%
GIS SRI Ageing Population 2,95%
Talence Euromidcap 2,92%
Amplegest Pricing Power IC 2,90%
Platinium Ariane C 2,87%
Renaissance Europe C 2,87%
Threadneedle Pan European ESG Equities 2,83%
M&G (Lux) Positive Impact Fund 2,79%
Capital Group New Perspective Fund (LUX) 2,77%
ELEVA Leaders Small et Mid Cap Europe R 2,75%
Pluvalca Disruptive Opportunities A 2,64%
Carmignac Pf Commodities A EUR Acc 2,63%
Clartan Valeurs C 2,47%
EXPORT EUROPE PALATINE R 2,38%
Flornoy Valeurs Familiales R 2,24%
Portzamparc Entrepreneurs 2,23%
Portzamparc PME C 2,22%
M&G (Lux) Global Listed Infrastructure Fund 2,19%
Martin Maurel Valeurs Humaines C EUR 2,18%
EdR SICAV Euro Sust Growth A EUR 2,16%
Pictet-Global Environmental Opportunities-P EUR 2,11%
Betamax Europe Smart for Climate P Actions Europe 1,99%
Mandarine Opportunités R 1,95%
Echiquier World Equity Growth A 1,94%
BSO France P 1,78%
Nouvelle Stratégie 50 1,77%
CM-CIC Global Leaders C 1,72%
Covéa Ruptures A (C) 1,66%
Vega France Opportunités RC 1,64%
Fideas Smart for Climate P Actions Eurozone ISR 1,64%
Mansartis Europe C 1,57%
Ecofi Enjeux Futurs 1,54%
CANDRIAM SRI Equities EMU 1,39%
NN Global Impact Opps 1,26%
Candriam Eqs L Eurp Innovt C EUR Cap 1,19%
DNB Nordic Equities 0,91%
Montségur Rendement C 0,64%
OFI RS ACT4 POSITIVE ECONOMY 0,54%
BNP PARIBAS HEALTH CARE INNOVATORS 0,47%
Kirao Multicaps AC 0,39%
BNP PARIBAS Disruptive technology 0,35%
Amplegest MidCaps IC 0,34%
Sélection Action Rendement International 0,25%
PALATINE PLANETE C 0,22%
Amplegest Midcaps AC 0,15%
COGEFI Elixir P 0,13%
CM-CIC Objectif Environnement C 0,00%
OFI RS EQUITY CLIMATE -0,24%
Amplegest MidCaps FC -0,32%
Ecofi Avenir Plus -0,39%
BNP PARIBAS développement Humain -0,48%
Echiquier Positive Impact Europe A -1,03%
Synchrony Swiss All Caps A CHF -1,21%
CANDRIAM Equities L Oncology Impact -1,87%
AAA Actions Agro Alimentaire RC -2,08%
CM-CIC Pierre C -2,21%
Aviva Valeurs Immobilières A A/I -3,31%
Oddo BHF Immobilier CR-EUR -4,29%

Tous les fonds

Fonds YTD SRRI
Axiom Equity 17,97% 7/7
BNY Mellon Mobility Innovation Fund 13,56% 6/7
MS INVF Asia Opportunity 13,29% 6/7
Templeton Asian Growth Fund N(acc)USD 12,81% 6/7
Russell Investments China Equity Fund 12,12% 6/7
Quadrige France Smallcaps C 11,96% 6/7
Varenne Selection A-EUR 10,20% 5/7
Fidelity Global Technology A-Dis-EUR 9,87% 6/7
Candriam SRI Equity Em Mkts C EUR Acc 9,83% 6/7
Claresco Innovation 9,59% 6/7
Fidelity France A-Dis-EUR 9,12% 6/7
EdRF Big Data A EUR 9,10% 6/7
Quadrige Europe Midcaps 8,94% 6/7
MS INVF US Growth 8,81% 6/7
QUADRIGE RENDEMENT France Midcaps 8,64% 5/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 8,53% 6/7
MCA Entreprendre PME 8,33% 6/7
Vatel Flexible C 8,19% 3/7
G Fund World (R) Evolutions 8,07% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 8,04% 6/7
Claresco USA 8,00% 6/7
Valeur Intrinsèque P 7,92% 6/7
HMG DECOUVERTES PME - part C 7,85% 5/7
DNB Technology 7,49% 6/7
DNCA Invest Beyond Global Leaders B EUR 7,31% 5/7
Erasmus Small Cap Euro R 7,20% 6/7
JPMorgan Funds – US Technology Fund 7,06% 6/7
Mandarine Europe Microcap R EUR 6,91% 6/7
Russell Investments World Equity Fund 6,89% 6/7
CANDRIAM Equities L Robotics 6,76% 6/7
BNP PARIBAS CHINA EQUITY 6,73% 6/7
Richelieu Family Small Cap R 6,71% 6/7
BDL Convictions 6,67% 6/7
HMG Rendement D A/I 6,57% 5/7
Europa One R 6,53% 6/7
Sextant Autour du Monde A 6,49% 5/7
Federal Multi PME P 6,49% 6/7
OFI INVEST US EQUITY 6,40% 6/7
Echiquier Artificial Intelligence B EUR 6,31% 6/7
Amundi Europe Microcaps PC 6,31% 6/7
HMG Découvertes C 6,31% 5/7
R-co Valor C EUR 6,29% 6/7
BNP PARIBAS ENERGY TRANSITION 6,25% 7/7
BNP Paribas Climate Impact 6,13% 6/7
Mandarine Optimal Value R 6,09% 6/7
LO Funds Global Prestige P EUR Acc 6,08% 6/7
RobecoSAM Smart Energy Equities 6,03% 6/7
Anthracite B 5,72% 6/7
Digital Stars Europe 5,70% 6/7
COGEFI Chrysalide P 5,69% 6/7
Raymond James Microcaps A 5,66% 4/7
G Fund – Avenir Europe 5,65% 6/7
CG Nouvelle Asie C 5,63% 6/7
Sextant PME 5,61% 5/7
SLF (Lux) Equity USA R 5,58% 6/7
Wise 5 5,53% 5/7
C-Quadrat Global Equity ESG 5,49% 5/7
Digital Stars Europe Acc 5,48% 6/7
Nova Europe A 5,47% 6/7
Varenne Global 5,30% 4/7
Keren Essentiels C 5,21% 6/7
Centifolia C A/I 5,16% 6/7
Jupiter Financial Innovation 5,14% 6/7
Amplegest PME IC 5,13% 5/7
Russell Investments Low Carbon 5,11% 6/7
Fidelity World A-Acc-EUR 5,10% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR 5,04% 6/7
Ostrum Actions Small&Mid Cap Euro RC 4,94% 5/7
BNPPARIBAS AQUA CLASSIC C 4,93% 6/7
Pictet-Global Megatrend Selection-P EUR 4,82% 6/7
Amundi Actions USA ISR P C 4,81% 6/7
Aviva Grandes Marques ISR A A/I 4,78% 6/7
Covéa Terra A (C) 4,64% 6/7
MS INVF Europe Opportunity 4,56% 6/7
Amilton Premium Europe R 4,55% 6/7
COGEFI Prospective P 4,51% 6/7
IDAM Small France R 4,48% 6/7
Amplegest Proactif AC 4,47% 4/7
Invest Latitude Equilibre 4,45% 4/7
Allianz Valeurs Durables RC 4,44% 6/7
Claresco Avenir P 4,39% 6/7
Varenne Valeur A-EUR 4,39% 4/7
NN (L) Euro High Dividend P Cap EUR 4,34% 6/7
Franklin Technology Fund 4,31% 6/7
Comgest Monde C 4,30% 5/7
ELEVA Euroland Selection R 4,28% 6/7
Amplegest Pricing Power FC 4,25% 6/7
Groupama Avenir Euro 4,18% 6/7
MainFirst Global Equities Fund 4,01% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 3,94% 6/7
C-Quadrat Europe Smallcap 3,94% 6/7
Nordea 1 - Global Climate & Envir BP EUR 3,89% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 3,86% 6/7
Aviva Flexible Emergents A 3,79% 5/7
Prévoir Gestion Actions C 3,69% 6/7
Dorval Manageurs R C 3,69% 6/7
QUADRIGE MULTICAPS EUROPE 3,66% 5/7
Lazard Equity SRI C 3,60% 6/7
Portzamparc Europe PME C 3,59% 6/7
Haas Actions Croissance C 3,56% 6/7
BNP Paribas Climate Impact Privl C 3,49% 6/7
Synchrony Swiss Small & Mid Caps A CHF 3,45% 6/7
CPR Silver Age P A/I 3,45% 6/7
Prévoir Pangea R 3,43% 6/7
Lazard Patrimoine RC 3,42% 4/7
HELIUM SELECTION 3,34% 3/7
HELIUM INVEST 3,34% 4/7
Pictet TR-Atlas-P EUR 3,30% 3/7
Dorval Convictions PEA RC 3,29% 5/7
Ruffer Total Return International 3,27% 4/7
VONTOBEL Clean Technology 3,25% 6/7
Threadneedle (Lux) Global Smaller Companies 3,25% 6/7
Robeco Global Consumer Trends 3,22% 5/7
C-Quadrat Europe Multicap 3,21% 6/7
DWS Invest Top Dividend 3,20% 5/7
Amplegest Pricing Power AC 3,09% 6/7
Synchrony Dynamic A 3,08% 5/7
IVO Fixed Income EUR R Acc 3,08% 5/7
MC Convictions France 3,07% 6/7
Amazone Euro Fund 3,02% 5/7
Bellatrix C 3,01% 5/7
Amplegest Long Short IC 3,00% 4/7
GIS SRI Ageing Population 2,95% 6/7
Amplegest Long Short AC 2,94% 4/7
Invesco Balanced-Risk Allc E EUR Acc 2,94% 5/7
VONTOBEL Emerging Markets Corporate Bond 2,92% 4/7
Talence Euromidcap 2,92% 6/7
AXAWF Global Optimal Income E Cap EUR 2,91% 5/7
Amplegest Pricing Power IC 2,90% 6/7
Platinium Ariane C 2,87% 6/7
Renaissance Europe C 2,87% 6/7
Threadneedle Pan European ESG Equities 2,83% 6/7
Jupiter Flexible Income 2,81% 5/7
M&G (Lux) Positive Impact Fund 2,79% 6/7
Capital Group New Perspective Fund (LUX) 2,77% 6/7
CANDRIAM Absolute Return Equity Market Neutral 2,76% 7/7
ELEVA Leaders Small et Mid Cap Europe R 2,75% 6/7
OMNIBOND 2,74% 4/7
Ethna-DYNAMISCH 2,65% 4/7
Pluvalca Disruptive Opportunities A 2,64% 6/7
Carmignac Pf Commodities A EUR Acc 2,63% 6/7
Arc Patrimoine C 2,59% 4/7
BNY Mellon Global Equity Inc EUR A Acc 2,56% 5/7
BDL Transition 2,51% 4/7
DWS Concept Kaldemorgen 2,50% 4/7
Otea 1 R 2,47% 5/7
Clartan Valeurs C 2,47% 6/7
JPM Global Macro Opps A (acc) EUR 2,45% 5/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 2,43% 5/7
EXPORT EUROPE PALATINE R 2,38% 6/7
BBM V-Flex AC 2,30% 5/7
BGF ESG Multi-Asset 2,30% 5/7
Ethna-AKTIV 2,29% 4/7
Sextant Bond Picking 2,28% 3/7
Tikehau Global Value P 2,26% 5/7
Flornoy Valeurs Familiales R 2,24% 6/7
Portzamparc Entrepreneurs 2,23% 6/7
First Eagle Amundi International AE-C 2,22% 5/7
Portzamparc PME C 2,22% 6/7
M&G (Lux) Global Listed Infrastructure Fund 2,19% 6/7
Martin Maurel Valeurs Humaines C EUR 2,18% 6/7
Tiepolo Valeurs C 2,18% 5/7
Kirao Smallcaps 2,16% 5/7
EdR SICAV Euro Sust Growth A EUR 2,16% 6/7
Amplegest PME AC 2,12% 5/7
Pictet-Global Environmental Opportunities-P EUR 2,11% 6/7
Fidelity Patrimoine A-Acc-EUR 2,09% 4/7
Sextant Grand Large A 2,08% 4/7
DNCA Evolutif C 2,07% 5/7
Betamax Europe Smart for Climate P Actions Europe 1,99% 6/7
Mandarine Opportunités R 1,95% 6/7
Echiquier World Equity Growth A 1,94% 6/7
Sycomore Eco Solutions 1,93% 5/7
DNCA Invest Eurose A EUR 1,87% 4/7
Sycomore Allocation Patrimoine R 1,85% 4/7
Swiss Life Funds (F) - Multi Asset Growth 1,81% 4/7
BSO France P 1,78% 6/7
Nouvelle Stratégie 50 1,77% 6/7
CM-CIC Global Leaders C 1,72% 6/7
Covéa Ruptures A (C) 1,66% 6/7
Vega France Opportunités RC 1,64% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 1,64% 6/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 1,64% 4/7
Mansartis Europe C 1,57% 6/7
Ecofi Enjeux Futurs 1,54% 6/7
SLF (F) Opportunité High Yield 2023 P 1,53% 4/7
Sunny Euro Stratégic Plus R 1,53% 4/7
BNY Mellon Global Real Return Fund (EUR) 1,47% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 1,39% 4/7
CANDRIAM SRI Equities EMU 1,39% 6/7
Pictet-Multi Asset Global Opps R EUR 1,39% 3/7
Carmignac Patrimoine A EUR Acc 1,32% 4/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 1,30% 3/7
Alterna Plus 1,28% 3/7
NN Global Impact Opps 1,26% 6/7
Exane Pleiade Fund 1,25% 3/7
CPR Croissance Réactive P 1,23% 5/7
Russell Investments Multi-Asset Growth Strategy 1,21% 4/7
Montségur Croissance C 1,20% /7
Candriam Eqs L Eurp Innovt C EUR Cap 1,19% 6/7
OFI RS Multitrack 1,14% 4/7
Annapurna Alpha Europe C 1,10% 4/7
Clartan Evolution C 1,04% 5/7
Axiom Obligataire OPCVM 1,04% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,95% 3/7
ELEVA Absolute Return Europe R 0,92% 4/7
DNB Nordic Equities 0,91% 6/7
Axiom Optimal Fix 0,89% 3/7
HELIUM FUND 0,86% 2/7
Trusteam Optimum A 0,82% 3/7
Aviva Investors Alpha Yield I A/I 0,78% 4/7
CANDRIAM Risk Arbitrage 0,75% 3/7
Echiquier ARTY A 0,74% 4/7
Federal Ethi-Patrimoine A 0,74% 3/7
Athymis Patrimoine P 0,70% 4/7
Sycomore Shared Growth R 0,69% 5/7
VONTOBEL TwentyFour Strategic Income Fund 0,69% 4/7
Federal Ethi-Patrimoine 0,67% 3/7
C-Quadrat Europe Selection 0,65% 5/7
Montségur Rendement C 0,64% 6/7
Gaspal Patrimoine R 0,63% 4/7
Auris Selection Def R EUR Acc 0,63% 3/7
Salamandre Euro Rendement C 0,60% 4/7
Sanso Short Duration C 0,59% 3/7
Ecofi Agir pour le Climat 0,59% 5/7
Talence Optimal AC 0,57% 5/7
Swiss Life Funds (F) - Multi Asset Balanced 0,57% 4/7
OFI RS ACT4 POSITIVE ECONOMY 0,54% 6/7
Haas Epargne Patrimoine C 0,50% 3/7
BNP PARIBAS HEALTH CARE INNOVATORS 0,47% 6/7
BNP Paribas Target Risk Balanced Cl R 0,45% 4/7
CANDRIAM Patrimoine Obli Inter 0,42% 3/7
Kirao Multicaps AC 0,39% 6/7
MainFirst Absolute Return Multi Asset 0,35% 4/7
BNP PARIBAS Disruptive technology 0,35% 6/7
Amplegest MidCaps IC 0,34% 6/7
EdRF Income Europe A EUR 0,27% 4/7
Sycomore [email protected] 0,26% 5/7
Sélection Action Rendement International 0,25% 6/7
PALATINE PLANETE C 0,22% 6/7
Amplegest Midcaps AC 0,15% 6/7
COGEFI Elixir P 0,13% 6/7
COGEFI Flex Dynamic P 0,07% 5/7
Betamax Global P 0,05% 4/7
GIS Euro Corporate Short Term Bond 0,05% 3/7
CANDRIAM SRI Bonds Global HY 0,03% 4/7
BNP Paribas perspectives CT 0,02% 3/7
CM-CIC Objectif Environnement C 0,00% 6/7
Tocqueville Megatrends C -0,10% 5/7
Twenty First Capital Rendement Euro + C -0,11% 3/7
Swiss Life Funds (F) - Multi Asset Moderate -0,14% 3/7
GF Fidélité P -0,15% 3/7
Invest Latitude Patrimoine -0,15% 4/7
OFI RS EQUITY CLIMATE -0,24% 6/7
NN Patrimonial BEST -0,25% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) -0,31% 3/7
Amplegest MidCaps FC -0,32% 6/7
Jupiter Global Ecology Diversified -0,32% 4/7
Nordea 1 - Stable Return Fund -0,35% 3/7
Legg Mason Brandywine Global Income Optimiser Fund -0,35% 4/7
Ecofi Avenir Plus -0,39% 6/7
Oddo BHF ProActif Europe CR-EUR -0,43% 4/7
BNP PARIBAS développement Humain -0,48% 6/7
Covéa Flexible ISR C -0,51% 5/7
BL Global Flexible -0,57% 4/7
Groupama Crédit Euro ISR IC -0,60% 3/7
Sélection Action Rendement -0,63% 5/7
RobecoSAM Euro SDG Credits -0,63% 4/7
Montbleu Etoiles -0,71% 5/7
Seven UCITS Seven European Eqty Fd EUR-R -0,73% 5/7
CamGestion Obligations Europe Classic -0,83% 4/7
Gutenberg Patrimoine C -0,85% 4/7
AIS Protect -0,88% 3/7
Seven Diversified Fund Class I -0,94% 4/7
Alienor Alter Euro A -0,96% 3/7
BNY Mellon Sustainable Global Dynamic Bond Fund -0,99% 3/7
Echiquier Agenor SRI Mid Cap Europe A -1,00% 5/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,02% 4/7
Echiquier Positive Impact Europe A -1,03% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -1,04% 5/7
Synchrony Swiss All Caps A CHF -1,21% 6/7
DPAM L Bonds Emerging Markets Sust L EUR -1,46% 4/7
Jupiter Dynamic Bond -1,49% 3/7
DNCA Invest Beyond Alterosa A -1,64% 4/7
Kirao Multicaps Alpha -1,80% 4/7
CANDRIAM Equities L Oncology Impact -1,87% 6/7
AAA Actions Agro Alimentaire RC -2,08% 6/7
Nordea 1 – Alpha 10 MA Fund -2,20% 4/7
CM-CIC Pierre C -2,21% 6/7
M&G (Lux) Global Macro Bond Fund -2,22% 4/7
Seven European Equity Class I -2,66% 5/7
Franklin European Total Return Fund A(acc)EUR -2,69% 3/7
NN Green Bond -2,71% 3/7
Sofidy Selection 1 P -3,02% 5/7
Nordea 1 – Alpha 15 MA Fund -3,22% 5/7
Aviva Valeurs Immobilières A A/I -3,31% 6/7
Seven Fortress Fund : Class I -3,51% 4/7
CANDRIAM SRI Bonds Emerging Markets -3,66% 4/7
Oddo BHF Immobilier CR-EUR -4,29% 6/7

Fonds à profil de risque 2/7

Fonds 1 mois
HELIUM FUND 0,30%

Fonds à profil de risque 4/7

Fonds 1 mois
Raymond James Microcaps A 2,13%
Varenne Global 3,83%
Amplegest Proactif AC 0,93%
Invest Latitude Equilibre 1,92%
Varenne Valeur A-EUR 3,00%
Lazard Patrimoine RC 1,92%
HELIUM INVEST 1,94%
Ruffer Total Return International 1,65%
Amplegest Long Short IC 1,34%
Amplegest Long Short AC 1,08%
VONTOBEL Emerging Markets Corporate Bond 1,68%
OMNIBOND 1,04%
Ethna-DYNAMISCH 1,88%
Arc Patrimoine C 1,63%
BDL Transition 0,11%
DWS Concept Kaldemorgen 0,06%
Ethna-AKTIV 0,59%
Fidelity Patrimoine A-Acc-EUR 1,58%
Sextant Grand Large A 2,35%
DNCA Invest Eurose A EUR 1,21%
Sycomore Allocation Patrimoine R 1,11%
Swiss Life Funds (F) - Multi Asset Growth 0,12%
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,28%
SLF (F) Opportunité High Yield 2023 P 0,80%
Sunny Euro Stratégic Plus R 0,89%
BNY Mellon Global Real Return Fund (EUR) 0,47%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,49%
Carmignac Patrimoine A EUR Acc 0,72%
Russell Investments Multi-Asset Growth Strategy -0,15%
OFI RS Multitrack -0,99%
Annapurna Alpha Europe C -0,50%
Axiom Obligataire OPCVM 0,61%
ELEVA Absolute Return Europe R 0,38%
Aviva Investors Alpha Yield I A/I 0,34%
Echiquier ARTY A 0,07%
Athymis Patrimoine P -0,08%
VONTOBEL TwentyFour Strategic Income Fund 0,48%
Gaspal Patrimoine R 0,34%
Salamandre Euro Rendement C 0,33%
Swiss Life Funds (F) - Multi Asset Balanced -0,52%
BNP Paribas Target Risk Balanced Cl R -0,17%
MainFirst Absolute Return Multi Asset -2,30%
EdRF Income Europe A EUR 0,04%
Betamax Global P -0,43%
CANDRIAM SRI Bonds Global HY 0,07%
Invest Latitude Patrimoine -0,35%
NN Patrimonial BEST -0,95%
Jupiter Global Ecology Diversified -1,83%
Legg Mason Brandywine Global Income Optimiser Fund 0,35%
Oddo BHF ProActif Europe CR-EUR -1,30%
BL Global Flexible -2,09%
RobecoSAM Euro SDG Credits -0,58%
CamGestion Obligations Europe Classic -0,80%
Gutenberg Patrimoine C -0,09%
Seven Diversified Fund Class I -2,29%
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,03%
DPAM L Bonds Emerging Markets Sust L EUR -0,79%
DNCA Invest Beyond Alterosa A -2,50%
Kirao Multicaps Alpha -2,24%
Nordea 1 – Alpha 10 MA Fund -1,68%
M&G (Lux) Global Macro Bond Fund -2,35%
Seven Fortress Fund : Class I -4,23%
CANDRIAM SRI Bonds Emerging Markets -2,13%

Fonds à profil de risque 5/7

Fonds 1 mois
Varenne Selection A-EUR 7,62%
QUADRIGE RENDEMENT France Midcaps 2,99%
HMG DECOUVERTES PME - part C 3,97%
DNCA Invest Beyond Global Leaders B EUR -0,09%
HMG Rendement D A/I 5,18%
Sextant Autour du Monde A 4,63%
HMG Découvertes C 3,93%
Sextant PME 2,13%
Wise 5 3,26%
C-Quadrat Global Equity ESG 1,05%
Amplegest PME IC 2,10%
Ostrum Actions Small&Mid Cap Euro RC 0,32%
Comgest Monde C 0,56%
Aviva Flexible Emergents A 0,16%
QUADRIGE MULTICAPS EUROPE 2,32%
Dorval Convictions PEA RC 1,53%
Robeco Global Consumer Trends 0,17%
DWS Invest Top Dividend -0,38%
Synchrony Dynamic A 0,54%
IVO Fixed Income EUR R Acc 2,12%
Amazone Euro Fund 2,01%
Bellatrix C 1,63%
Invesco Balanced-Risk Allc E EUR Acc 1,30%
AXAWF Global Optimal Income E Cap EUR -0,48%
Jupiter Flexible Income -0,49%
BNY Mellon Global Equity Inc EUR A Acc 0,20%
Otea 1 R 1,75%
JPM Global Macro Opps A (acc) EUR 1,32%
JPMorgan Investment Funds - Global Macro Opportunities Fund 1,34%
BBM V-Flex AC 1,07%
BGF ESG Multi-Asset -0,11%
Tikehau Global Value P 0,54%
First Eagle Amundi International AE-C 0,29%
Tiepolo Valeurs C 1,28%
Kirao Smallcaps 2,70%
Amplegest PME AC -0,95%
DNCA Evolutif C 0,47%
Sycomore Eco Solutions -3,55%
CPR Croissance Réactive P -0,39%
Clartan Evolution C 0,26%
Sycomore Shared Growth R -1,81%
C-Quadrat Europe Selection -0,62%
Ecofi Agir pour le Climat -1,26%
Talence Optimal AC -0,46%
Sycomore [email protected] -0,50%
COGEFI Flex Dynamic P -2,62%
Tocqueville Megatrends C -3,71%
Covéa Flexible ISR C -1,59%
Sélection Action Rendement -1,82%
Montbleu Etoiles 2,84%
Seven UCITS Seven European Eqty Fd EUR-R -2,33%
Echiquier Agenor SRI Mid Cap Europe A -1,97%
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -2,59%
Seven European Equity Class I -4,26%
Sofidy Selection 1 P -0,22%
Nordea 1 – Alpha 15 MA Fund -2,53%

Fonds à profil de risque 6/7

Fonds 1 mois
BNY Mellon Mobility Innovation Fund 0,90%
MS INVF Asia Opportunity 1,68%
Templeton Asian Growth Fund N(acc)USD 1,67%
Russell Investments China Equity Fund -0,32%
Quadrige France Smallcaps C 5,29%
Fidelity Global Technology A-Dis-EUR 3,60%
Candriam SRI Equity Em Mkts C EUR Acc -1,46%
Claresco Innovation -0,74%
Fidelity France A-Dis-EUR 7,12%
EdRF Big Data A EUR 5,48%
Quadrige Europe Midcaps 5,60%
MS INVF US Growth 1,16%
VONTOBEL mtx Sustainable Emerging Markets Leaders 0,86%
MCA Entreprendre PME 9,20%
G Fund World (R) Evolutions 2,24%
LF LUX Inflection Point Carb Imp Glb R EUR 1,21%
Claresco USA 4,14%
Valeur Intrinsèque P 5,22%
DNB Technology 4,21%
Erasmus Small Cap Euro R 1,39%
JPMorgan Funds – US Technology Fund -1,86%
Mandarine Europe Microcap R EUR 3,21%
Russell Investments World Equity Fund 3,81%
CANDRIAM Equities L Robotics -0,15%
BNP PARIBAS CHINA EQUITY -7,19%
Richelieu Family Small Cap R 2,19%
BDL Convictions 5,03%
Europa One R -0,88%
Federal Multi PME P 3,18%
OFI INVEST US EQUITY 4,15%
Echiquier Artificial Intelligence B EUR -1,16%
Amundi Europe Microcaps PC 2,90%
R-co Valor C EUR 2,35%
BNP Paribas Climate Impact -0,30%
Mandarine Optimal Value R 3,03%
LO Funds Global Prestige P EUR Acc 0,56%
RobecoSAM Smart Energy Equities -6,64%
Anthracite B 0,57%
Digital Stars Europe 1,77%
COGEFI Chrysalide P 3,06%
G Fund – Avenir Europe 2,03%
CG Nouvelle Asie C 0,92%
SLF (Lux) Equity USA R 0,75%
Digital Stars Europe Acc 1,41%
Nova Europe A 0,60%
Keren Essentiels C 2,95%
Centifolia C A/I 4,27%
Jupiter Financial Innovation 2,31%
Russell Investments Low Carbon 2,18%
Fidelity World A-Acc-EUR 1,01%
Schroder ISF Glb Clmt Chg Eq A Acc EUR -1,46%
BNPPARIBAS AQUA CLASSIC C 0,44%
Pictet-Global Megatrend Selection-P EUR -0,60%
Amundi Actions USA ISR P C 2,41%
Aviva Grandes Marques ISR A A/I 4,04%
Covéa Terra A (C) 1,55%
MS INVF Europe Opportunity 3,16%
Amilton Premium Europe R 0,10%
COGEFI Prospective P 2,20%
IDAM Small France R 1,29%
Allianz Valeurs Durables RC 1,89%
Claresco Avenir P 0,33%
NN (L) Euro High Dividend P Cap EUR 3,28%
Franklin Technology Fund -2,49%
ELEVA Euroland Selection R 0,85%
Amplegest Pricing Power FC 1,80%
Groupama Avenir Euro -1,42%
MainFirst Global Equities Fund -2,42%
DNCA Invest Archer Mid-Cap Europe B EUR 1,66%
C-Quadrat Europe Smallcap 0,55%
Nordea 1 - Global Climate & Envir BP EUR -1,60%
Comgest Growth Eurp Smlr Coms EUR Acc 2,15%
Prévoir Gestion Actions C -1,75%
Dorval Manageurs R C 1,65%
Lazard Equity SRI C 2,18%
Portzamparc Europe PME C 0,67%
Haas Actions Croissance C 0,98%
BNP Paribas Climate Impact Privl C -2,40%
Synchrony Swiss Small & Mid Caps A CHF 1,52%
CPR Silver Age P A/I 1,68%
Prévoir Pangea R -0,59%
VONTOBEL Clean Technology -3,03%
Threadneedle (Lux) Global Smaller Companies -0,94%
C-Quadrat Europe Multicap 1,17%
Amplegest Pricing Power AC 0,72%
MC Convictions France 1,04%
GIS SRI Ageing Population 1,59%
Talence Euromidcap -1,31%
Amplegest Pricing Power IC 0,47%
Platinium Ariane C -0,64%
Renaissance Europe C 2,64%
Threadneedle Pan European ESG Equities 0,92%
M&G (Lux) Positive Impact Fund -1,82%
Capital Group New Perspective Fund (LUX) -2,08%
ELEVA Leaders Small et Mid Cap Europe R 1,15%
Pluvalca Disruptive Opportunities A -1,07%
Carmignac Pf Commodities A EUR Acc -3,24%
Clartan Valeurs C 1,28%
EXPORT EUROPE PALATINE R 0,88%
Flornoy Valeurs Familiales R 0,57%
Portzamparc Entrepreneurs -0,91%
Portzamparc PME C -1,54%
M&G (Lux) Global Listed Infrastructure Fund 1,19%
Martin Maurel Valeurs Humaines C EUR 1,50%
EdR SICAV Euro Sust Growth A EUR -0,04%
Pictet-Global Environmental Opportunities-P EUR -4,57%
Betamax Europe Smart for Climate P Actions Europe 0,07%
Mandarine Opportunités R 0,07%
Echiquier World Equity Growth A 0,29%
BSO France P 1,45%
Nouvelle Stratégie 50 0,38%
CM-CIC Global Leaders C -0,13%
Covéa Ruptures A (C) -1,31%
Vega France Opportunités RC 0,97%
Fideas Smart for Climate P Actions Eurozone ISR 0,06%
Mansartis Europe C -0,27%
Ecofi Enjeux Futurs -2,31%
CANDRIAM SRI Equities EMU 0,27%
NN Global Impact Opps -0,34%
Candriam Eqs L Eurp Innovt C EUR Cap -1,70%
DNB Nordic Equities -5,63%
Montségur Rendement C -0,91%
OFI RS ACT4 POSITIVE ECONOMY -3,44%
BNP PARIBAS HEALTH CARE INNOVATORS -6,16%
Kirao Multicaps AC -0,11%
BNP PARIBAS Disruptive technology -4,18%
Amplegest MidCaps IC -1,98%
Sélection Action Rendement International -0,86%
PALATINE PLANETE C -3,39%
Amplegest Midcaps AC -2,11%
COGEFI Elixir P -0,25%
CM-CIC Objectif Environnement C -3,03%
OFI RS EQUITY CLIMATE -2,79%
Amplegest MidCaps FC -2,60%
Ecofi Avenir Plus -3,65%
BNP PARIBAS développement Humain -1,35%
Echiquier Positive Impact Europe A -2,83%
Synchrony Swiss All Caps A CHF -3,36%
CANDRIAM Equities L Oncology Impact -6,56%
AAA Actions Agro Alimentaire RC -0,93%
CM-CIC Pierre C -2,12%
Aviva Valeurs Immobilières A A/I -0,17%
Oddo BHF Immobilier CR-EUR -1,19%

Tous les fonds

Fonds 1 mois SRRI
Axiom Equity 18,04% 7/7
BNY Mellon Mobility Innovation Fund 0,90% 6/7
MS INVF Asia Opportunity 1,68% 6/7
Templeton Asian Growth Fund N(acc)USD 1,67% 6/7
Russell Investments China Equity Fund -0,32% 6/7
Quadrige France Smallcaps C 5,29% 6/7
Varenne Selection A-EUR 7,62% 5/7
Fidelity Global Technology A-Dis-EUR 3,60% 6/7
Candriam SRI Equity Em Mkts C EUR Acc -1,46% 6/7
Claresco Innovation -0,74% 6/7
Fidelity France A-Dis-EUR 7,12% 6/7
EdRF Big Data A EUR 5,48% 6/7
Quadrige Europe Midcaps 5,60% 6/7
MS INVF US Growth 1,16% 6/7
QUADRIGE RENDEMENT France Midcaps 2,99% 5/7
VONTOBEL mtx Sustainable Emerging Markets Leaders 0,86% 6/7
MCA Entreprendre PME 9,20% 6/7
Vatel Flexible C 3,46% 3/7
G Fund World (R) Evolutions 2,24% 6/7
LF LUX Inflection Point Carb Imp Glb R EUR 1,21% 6/7
Claresco USA 4,14% 6/7
Valeur Intrinsèque P 5,22% 6/7
HMG DECOUVERTES PME - part C 3,97% 5/7
DNB Technology 4,21% 6/7
DNCA Invest Beyond Global Leaders B EUR -0,09% 5/7
Erasmus Small Cap Euro R 1,39% 6/7
JPMorgan Funds – US Technology Fund -1,86% 6/7
Mandarine Europe Microcap R EUR 3,21% 6/7
Russell Investments World Equity Fund 3,81% 6/7
CANDRIAM Equities L Robotics -0,15% 6/7
BNP PARIBAS CHINA EQUITY -7,19% 6/7
Richelieu Family Small Cap R 2,19% 6/7
BDL Convictions 5,03% 6/7
HMG Rendement D A/I 5,18% 5/7
Europa One R -0,88% 6/7
Sextant Autour du Monde A 4,63% 5/7
Federal Multi PME P 3,18% 6/7
OFI INVEST US EQUITY 4,15% 6/7
Echiquier Artificial Intelligence B EUR -1,16% 6/7
Amundi Europe Microcaps PC 2,90% 6/7
HMG Découvertes C 3,93% 5/7
R-co Valor C EUR 2,35% 6/7
BNP PARIBAS ENERGY TRANSITION -8,61% 7/7
BNP Paribas Climate Impact -0,30% 6/7
Mandarine Optimal Value R 3,03% 6/7
LO Funds Global Prestige P EUR Acc 0,56% 6/7
RobecoSAM Smart Energy Equities -6,64% 6/7
Anthracite B 0,57% 6/7
Digital Stars Europe 1,77% 6/7
COGEFI Chrysalide P 3,06% 6/7
Raymond James Microcaps A 2,13% 4/7
G Fund – Avenir Europe 2,03% 6/7
CG Nouvelle Asie C 0,92% 6/7
Sextant PME 2,13% 5/7
SLF (Lux) Equity USA R 0,75% 6/7
Wise 5 3,26% 5/7
C-Quadrat Global Equity ESG 1,05% 5/7
Digital Stars Europe Acc 1,41% 6/7
Nova Europe A 0,60% 6/7
Varenne Global 3,83% 4/7
Keren Essentiels C 2,95% 6/7
Centifolia C A/I 4,27% 6/7
Jupiter Financial Innovation 2,31% 6/7
Amplegest PME IC 2,10% 5/7
Russell Investments Low Carbon 2,18% 6/7
Fidelity World A-Acc-EUR 1,01% 6/7
Schroder ISF Glb Clmt Chg Eq A Acc EUR -1,46% 6/7
Ostrum Actions Small&Mid Cap Euro RC 0,32% 5/7
BNPPARIBAS AQUA CLASSIC C 0,44% 6/7
Pictet-Global Megatrend Selection-P EUR -0,60% 6/7
Amundi Actions USA ISR P C 2,41% 6/7
Aviva Grandes Marques ISR A A/I 4,04% 6/7
Covéa Terra A (C) 1,55% 6/7
MS INVF Europe Opportunity 3,16% 6/7
Amilton Premium Europe R 0,10% 6/7
COGEFI Prospective P 2,20% 6/7
IDAM Small France R 1,29% 6/7
Amplegest Proactif AC 0,93% 4/7
Invest Latitude Equilibre 1,92% 4/7
Allianz Valeurs Durables RC 1,89% 6/7
Claresco Avenir P 0,33% 6/7
Varenne Valeur A-EUR 3,00% 4/7
NN (L) Euro High Dividend P Cap EUR 3,28% 6/7
Franklin Technology Fund -2,49% 6/7
Comgest Monde C 0,56% 5/7
ELEVA Euroland Selection R 0,85% 6/7
Amplegest Pricing Power FC 1,80% 6/7
Groupama Avenir Euro -1,42% 6/7
MainFirst Global Equities Fund -2,42% 6/7
DNCA Invest Archer Mid-Cap Europe B EUR 1,66% 6/7
C-Quadrat Europe Smallcap 0,55% 6/7
Nordea 1 - Global Climate & Envir BP EUR -1,60% 6/7
Comgest Growth Eurp Smlr Coms EUR Acc 2,15% 6/7
Aviva Flexible Emergents A 0,16% 5/7
Prévoir Gestion Actions C -1,75% 6/7
Dorval Manageurs R C 1,65% 6/7
QUADRIGE MULTICAPS EUROPE 2,32% 5/7
Lazard Equity SRI C 2,18% 6/7
Portzamparc Europe PME C 0,67% 6/7
Haas Actions Croissance C 0,98% 6/7
BNP Paribas Climate Impact Privl C -2,40% 6/7
Synchrony Swiss Small & Mid Caps A CHF 1,52% 6/7
CPR Silver Age P A/I 1,68% 6/7
Prévoir Pangea R -0,59% 6/7
Lazard Patrimoine RC 1,92% 4/7
HELIUM SELECTION 1,36% 3/7
HELIUM INVEST 1,94% 4/7
Pictet TR-Atlas-P EUR 1,56% 3/7
Dorval Convictions PEA RC 1,53% 5/7
Ruffer Total Return International 1,65% 4/7
VONTOBEL Clean Technology -3,03% 6/7
Threadneedle (Lux) Global Smaller Companies -0,94% 6/7
Robeco Global Consumer Trends 0,17% 5/7
C-Quadrat Europe Multicap 1,17% 6/7
DWS Invest Top Dividend -0,38% 5/7
Amplegest Pricing Power AC 0,72% 6/7
Synchrony Dynamic A 0,54% 5/7
IVO Fixed Income EUR R Acc 2,12% 5/7
MC Convictions France 1,04% 6/7
Amazone Euro Fund 2,01% 5/7
Bellatrix C 1,63% 5/7
Amplegest Long Short IC 1,34% 4/7
GIS SRI Ageing Population 1,59% 6/7
Amplegest Long Short AC 1,08% 4/7
Invesco Balanced-Risk Allc E EUR Acc 1,30% 5/7
VONTOBEL Emerging Markets Corporate Bond 1,68% 4/7
Talence Euromidcap -1,31% 6/7
AXAWF Global Optimal Income E Cap EUR -0,48% 5/7
Amplegest Pricing Power IC 0,47% 6/7
Platinium Ariane C -0,64% 6/7
Renaissance Europe C 2,64% 6/7
Threadneedle Pan European ESG Equities 0,92% 6/7
Jupiter Flexible Income -0,49% 5/7
M&G (Lux) Positive Impact Fund -1,82% 6/7
Capital Group New Perspective Fund (LUX) -2,08% 6/7
CANDRIAM Absolute Return Equity Market Neutral 1,96% 7/7
ELEVA Leaders Small et Mid Cap Europe R 1,15% 6/7
OMNIBOND 1,04% 4/7
Ethna-DYNAMISCH 1,88% 4/7
Pluvalca Disruptive Opportunities A -1,07% 6/7
Carmignac Pf Commodities A EUR Acc -3,24% 6/7
Arc Patrimoine C 1,63% 4/7
BNY Mellon Global Equity Inc EUR A Acc 0,20% 5/7
BDL Transition 0,11% 4/7
DWS Concept Kaldemorgen 0,06% 4/7
Otea 1 R 1,75% 5/7
Clartan Valeurs C 1,28% 6/7
JPM Global Macro Opps A (acc) EUR 1,32% 5/7
JPMorgan Investment Funds - Global Macro Opportunities Fund 1,34% 5/7
EXPORT EUROPE PALATINE R 0,88% 6/7
BBM V-Flex AC 1,07% 5/7
BGF ESG Multi-Asset -0,11% 5/7
Ethna-AKTIV 0,59% 4/7
Sextant Bond Picking 1,29% 3/7
Tikehau Global Value P 0,54% 5/7
Flornoy Valeurs Familiales R 0,57% 6/7
Portzamparc Entrepreneurs -0,91% 6/7
First Eagle Amundi International AE-C 0,29% 5/7
Portzamparc PME C -1,54% 6/7
M&G (Lux) Global Listed Infrastructure Fund 1,19% 6/7
Martin Maurel Valeurs Humaines C EUR 1,50% 6/7
Tiepolo Valeurs C 1,28% 5/7
Kirao Smallcaps 2,70% 5/7
EdR SICAV Euro Sust Growth A EUR -0,04% 6/7
Amplegest PME AC -0,95% 5/7
Pictet-Global Environmental Opportunities-P EUR -4,57% 6/7
Fidelity Patrimoine A-Acc-EUR 1,58% 4/7
Sextant Grand Large A 2,35% 4/7
DNCA Evolutif C 0,47% 5/7
Betamax Europe Smart for Climate P Actions Europe 0,07% 6/7
Mandarine Opportunités R 0,07% 6/7
Echiquier World Equity Growth A 0,29% 6/7
Sycomore Eco Solutions -3,55% 5/7
DNCA Invest Eurose A EUR 1,21% 4/7
Sycomore Allocation Patrimoine R 1,11% 4/7
Swiss Life Funds (F) - Multi Asset Growth 0,12% 4/7
BSO France P 1,45% 6/7
Nouvelle Stratégie 50 0,38% 6/7
CM-CIC Global Leaders C -0,13% 6/7
Covéa Ruptures A (C) -1,31% 6/7
Vega France Opportunités RC 0,97% 6/7
Fideas Smart for Climate P Actions Eurozone ISR 0,06% 6/7
C-Quadrat GreenStars ESG Flexible (ex-AIM REACTIF) 0,28% 4/7
Mansartis Europe C -0,27% 6/7
Ecofi Enjeux Futurs -2,31% 6/7
SLF (F) Opportunité High Yield 2023 P 0,80% 4/7
Sunny Euro Stratégic Plus R 0,89% 4/7
BNY Mellon Global Real Return Fund (EUR) 0,47% 4/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 -0,49% 4/7
CANDRIAM SRI Equities EMU 0,27% 6/7
Pictet-Multi Asset Global Opps R EUR 0,47% 3/7
Carmignac Patrimoine A EUR Acc 0,72% 4/7
SCHELCHER IVO GLOBAL YIELD 2024 (P) 0,96% 3/7
Alterna Plus 0,30% 3/7
NN Global Impact Opps -0,34% 6/7
Exane Pleiade Fund -0,07% 3/7
CPR Croissance Réactive P -0,39% 5/7
Russell Investments Multi-Asset Growth Strategy -0,15% 4/7
Montségur Croissance C -0,38% /7
Candriam Eqs L Eurp Innovt C EUR Cap -1,70% 6/7
OFI RS Multitrack -0,99% 4/7
Annapurna Alpha Europe C -0,50% 4/7
Clartan Evolution C 0,26% 5/7
Axiom Obligataire OPCVM 0,61% 4/7
SCHELCHER PRINCE OBLIGATION MOYEN TERME (P) 0,68% 3/7
ELEVA Absolute Return Europe R 0,38% 4/7
DNB Nordic Equities -5,63% 6/7
Axiom Optimal Fix 0,38% 3/7
HELIUM FUND 0,30% 2/7
Trusteam Optimum A 0,35% 3/7
Aviva Investors Alpha Yield I A/I 0,34% 4/7
CANDRIAM Risk Arbitrage -0,09% 3/7
Echiquier ARTY A 0,07% 4/7
Federal Ethi-Patrimoine A 0,42% 3/7
Athymis Patrimoine P -0,08% 4/7
Sycomore Shared Growth R -1,81% 5/7
VONTOBEL TwentyFour Strategic Income Fund 0,48% 4/7
Federal Ethi-Patrimoine 0,38% 3/7
C-Quadrat Europe Selection -0,62% 5/7
Montségur Rendement C -0,91% 6/7
Gaspal Patrimoine R 0,34% 4/7
Auris Selection Def R EUR Acc 0,45% 3/7
Salamandre Euro Rendement C 0,33% 4/7
Sanso Short Duration C 0,19% 3/7
Ecofi Agir pour le Climat -1,26% 5/7
Talence Optimal AC -0,46% 5/7
Swiss Life Funds (F) - Multi Asset Balanced -0,52% 4/7
OFI RS ACT4 POSITIVE ECONOMY -3,44% 6/7
Haas Epargne Patrimoine C -0,19% 3/7
BNP PARIBAS HEALTH CARE INNOVATORS -6,16% 6/7
BNP Paribas Target Risk Balanced Cl R -0,17% 4/7
CANDRIAM Patrimoine Obli Inter 0,22% 3/7
Kirao Multicaps AC -0,11% 6/7
MainFirst Absolute Return Multi Asset -2,30% 4/7
BNP PARIBAS Disruptive technology -4,18% 6/7
Amplegest MidCaps IC -1,98% 6/7
EdRF Income Europe A EUR 0,04% 4/7
Sycomore [email protected] -0,50% 5/7
Sélection Action Rendement International -0,86% 6/7
PALATINE PLANETE C -3,39% 6/7
Amplegest Midcaps AC -2,11% 6/7
COGEFI Elixir P -0,25% 6/7
COGEFI Flex Dynamic P -2,62% 5/7
Betamax Global P -0,43% 4/7
GIS Euro Corporate Short Term Bond -0,05% 3/7
CANDRIAM SRI Bonds Global HY 0,07% 4/7
BNP Paribas perspectives CT -0,16% 3/7
CM-CIC Objectif Environnement C -3,03% 6/7
Tocqueville Megatrends C -3,71% 5/7
Twenty First Capital Rendement Euro + C -0,09% 3/7
Swiss Life Funds (F) - Multi Asset Moderate -0,70% 3/7
GF Fidélité P -0,22% 3/7
Invest Latitude Patrimoine -0,35% 4/7
OFI RS EQUITY CLIMATE -2,79% 6/7
NN Patrimonial BEST -0,95% 4/7
Edmond de Rothschild Fund Bond Allocation (part A-EUR) -0,23% 3/7
Amplegest MidCaps FC -2,60% 6/7
Jupiter Global Ecology Diversified -1,83% 4/7
Nordea 1 - Stable Return Fund -0,88% 3/7
Legg Mason Brandywine Global Income Optimiser Fund 0,35% 4/7
Ecofi Avenir Plus -3,65% 6/7
Oddo BHF ProActif Europe CR-EUR -1,30% 4/7
BNP PARIBAS développement Humain -1,35% 6/7
Covéa Flexible ISR C -1,59% 5/7
BL Global Flexible -2,09% 4/7
Groupama Crédit Euro ISR IC -0,63% 3/7
Sélection Action Rendement -1,82% 5/7
RobecoSAM Euro SDG Credits -0,58% 4/7
Montbleu Etoiles 2,84% 5/7
Seven UCITS Seven European Eqty Fd EUR-R -2,33% 5/7
CamGestion Obligations Europe Classic -0,80% 4/7
Gutenberg Patrimoine C -0,09% 4/7
AIS Protect -0,72% 3/7
Seven Diversified Fund Class I -2,29% 4/7
Alienor Alter Euro A -0,47% 3/7
BNY Mellon Sustainable Global Dynamic Bond Fund -0,74% 3/7
Echiquier Agenor SRI Mid Cap Europe A -1,97% 5/7
SCHELCHER PRINCE CONVERTIBLES ESG (P) -1,03% 4/7
Echiquier Positive Impact Europe A -2,83% 6/7
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Euro Equity Fund part B -2,59% 5/7
Synchrony Swiss All Caps A CHF -3,36% 6/7
DPAM L Bonds Emerging Markets Sust L EUR -0,79% 4/7
Jupiter Dynamic Bond -1,18% 3/7
DNCA Invest Beyond Alterosa A -2,50% 4/7
Kirao Multicaps Alpha -2,24% 4/7
CANDRIAM Equities L Oncology Impact -6,56% 6/7
AAA Actions Agro Alimentaire RC -0,93% 6/7
Nordea 1 – Alpha 10 MA Fund -1,68% 4/7
CM-CIC Pierre C -2,12% 6/7
M&G (Lux) Global Macro Bond Fund -2,35% 4/7
Seven European Equity Class I -4,26% 5/7
Franklin European Total Return Fund A(acc)EUR -2,41% 3/7
NN Green Bond -2,92% 3/7
Sofidy Selection 1 P -0,22% 5/7
Nordea 1 – Alpha 15 MA Fund -2,53% 5/7
Aviva Valeurs Immobilières A A/I -0,17% 6/7
Seven Fortress Fund : Class I -4,23% 4/7
CANDRIAM SRI Bonds Emerging Markets -2,13% 4/7
Oddo BHF Immobilier CR-EUR -1,19% 6/7

Fonds à profil de risque 2/7

Fonds 1 an
HELIUM FUND 2,15%

Fonds à profil de risque 3/7

Fonds 1 an