CAC 40	Perf Jour	Perf Ytd
7380.74	+0.92%	-2.15%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
IDE Dynamic World Flexible	20.60%
First Eagle Amundi International Fund	16.44%
R-co Valor	16.12%
GF Ambition Solidaire	14.37%
DNCA Invest Evolutif	13.85%
R-co Valor Balanced	11.52%
ACATIS Value Event	10.66%
ODDO BHF Exklusiv : Polaris Balanced	9.58%
Mansartis Investissements ISR	9.23%
Russell Inv. MAGS	9.17%
Carmignac Patrimoine	7.06%
CPR Croissance Réactive	6.92%
Ofi Invest ESG MultiTrack	6.87%
BNY Mellon Global Real Return Fund (EUR)	6.67%
Tikehau International Cross Assets	6.65%
GIS Global Multi Asset Income	6.64%
Sienna Diversifié Flexible Monde	6.18%
Lazard Patrimoine Opportunities SRI	6.10%
Exane Ceres	5.94%
Tailor Allocation Defensive	5.87%
Dorval Global Allocation	5.86%
Dorval Convictions	5.67%
Mandarine Solution	5.58%
Sycomore Next Generation	5.54%
JPMorgan Funds - Global Macro Opportunities	5.48%
Echiquier Allocation Flexible	4.92%
Exclusif 21	4.33%
VEGA Euro Rendement ISR	4.01%
Dorval Global Conservative	3.95%
Auris Diversified Beta	3.86%
Echiquier ARTY SRI	3.51%
Trusteam ROC Flex	3.32%
Ginjer Actifs 360	3.14%
Eurose	2.85%
Moneta Long Short	2.61%
Equilibre Ecologique	2.51%
M&G (Lux) Dynamic Allocation Fund	2.44%
Lazard Patrimoine SRI	2.20%
VEGA Patrimoine ISR	1.83%
Sextant Grand Large	0.92%
Cogefi Flex Dynamic	-0.58%
Ruffer Total Return International	-2.73%
H2O Moderato	-3.07%
BDL Rempart	-3.44%
Vivienne Ouessant	-3.81%
Gay-Lussac Europe Flex	-3.87%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co Thematic Blockchain Global Equity	55.55%
Loomis Sayles U.S. Growth	42.42%
Echiquier Artificial Intelligence	38.26%
Franklin Technology Fund	35.28%
Sycomore Sustainable Tech	34.11%
Franklin U.S. Opportunities Fund	33.55%
MS INVF Global Opportunity	33.35%
Pictet - Digital	31.71%
Athymis Millennial	29.41%
CPR Global Disruptive Opportunities	29.38%
BNP Paribas Funds Disruptive Technology	28.10%
ODDO BHF Artificial Intelligence	26.58%
CM-AM Global Gold	26.26%
Carmignac Investissement	25.24%
Groupama Global Disruption	25.12%
Ofi Invest ISR Grandes Marques	24.47%
Fidelity Global Technology	24.24%
VIA Smart Equity World	23.52%
M&G (Lux) Global Dividend Fund	22.40%
Echiquier World Equity Growth	20.71%
Russell Inv. World Equity Fund	20.45%
AXA WF Robotech	19.67%
Covéa Ruptures	19.18%
Mirova Global Sustainable Equity	19.17%
Sanso Smart Climate	19.12%
BNP Paribas US Small Cap	19.05%
HMG Globetrotter	18.69%
EdR Fund Big Data	18.48%
Pictet - Security	18.45%
Square Megatrends Champions	18.12%
Thematics AI and Robotics	16.38%
Comgest Monde	16.02%
Janus Henderson Horizon Global Sustainable Equity Fund	15.77%
JPMorgan Funds - Global Dividend	14.13%
MS INVF Global Brands	14.10%
Mandarine Global Microcap	13.97%
Digital Stars Europe	13.96%
Thematics Meta	13.70%
Pictet - Global Megatrend Selection	12.89%
JPMorgan Funds - China A-Share Opportunities	12.57%
Mandarine Global Transition	12.37%
Pictet - Premium Brands	12.24%
CPR Invest Hydrogen	11.44%
Aperture European Innovation	11.18%
R-co Valor 4Change Global Equity	10.38%
Pictet - Clean Energy Transition	9.89%
FTGF ClearBridge Infrastructure Value	9.86%
Pictet - Water	8.59%
GemEquity	8.43%
Pictet - Global Environmental Opportunities	7.88%
Jupiter Global Ecology Growth	7.15%
Echiquier World Next Leaders	7.06%
Sextant Tech	6.84%
Thematics Water	6.15%
GIS SRI Ageing Population	5.27%
Sienna Actions Bas Carbone ISR	5.17%
BNP Paribas Aqua	5.15%
M&G (Lux) Global Listed Infrastructure Fund	4.42%
Aesculape SRI	4.26%
JPMorgan Funds - Global Healthcare	3.19%
Piquemal Houghton Global Equities	2.71%
EdR Fund US Value	2.28%
DNCA Invest Beyond Semperosa	-0.08%
Ecofi Enjeux Futurs	-0.12%
EdR Fund Healthcare	-1.52%
AXA Aedificandi	-2.99%
Templeton Global Climate Change Fund	-3.08%
Candriam Equities L Oncology Impact	-4.49%
Candriam EQ L Europe Innovation	-4.77%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Auris Gravity US Equity Fund	32.90%
Jupiter Merian Global Equity Absolute Return	8.82%
Pictet TR - Atlas	8.61%
AXA WF Euro Credit Total Return	8.53%
Cigogne UCITS Credit opportunities	5.90%
Exane Pleiade	5.84%
Sanso MultiStratégies	5.43%
Candriam Bonds Credit Alpha	4.64%
DNCA Invest Alpha Bonds	3.47%
Fidelity Absolute Return Global Equity Fund	3.42%
Syquant Capital - Helium Selection	3.35%
Candriam Absolute Return Equity Market Neutral	2.81%
H2O Adagio	0.67%
M&G (Lux) Episode Macro Fund	-1.67%
Vivienne Bréhat	-9.56%

Fonds obligataires datés : le point sur l'offre…

La plateforme Nortia propose une matrice de son offre en fonds obligataires datés...

NOM DU FONDS	TRA (Bruts)	NOMBRE DE LIGNES	SENSI	DURATION	NOTATION MOYENNE DES TITRES	DATE DE FIN DE SOUSCRIPTION
SEXTANT 2027	6,70%	26	3,40	3,6	B-	18/04/2024
CARMIGNAC CREDIT 2027	7,43%	136	2,87	3,08	BBB-	-
CARMIGNAC CREDIT 2025	6,87%	175	2,69	2,87	BBB	-
MILLESIMA WORLD 2028	5,60%	169	3,73	3,7	BB	31/05/2023
PLUVALCA CREDIT OPPORTUNITES 2028	6,30%	70	4,26	4,43	BB	31/12/2028
IVO 2028	7,20%	72	3,65	3,4	BB	-
KEREN RECOVERY 2027	6,47%	56	2,74	3,03	B+	30/09/2023
LA FRANCAISE RENDEMENT GLOBAL 2028	7,85%	151	3,65	4,11	B	-
OCTO RENDEMENT 2025	6,53%	148	2,25	2,25	BB	-
ODDO BHF GLOBAL TARGET 2026	5,76%	173	NC	2,74	BB-	29/12/2023
R-CO THEMATIC TARGET 2026 HY	8,20%	146	3,00	3,2	BB & B	31/12/2026
R-CO TARGET 2028 IG	4,90%	102	4,30	4,6	A & BBB	31/12/2028
SANSO OBJECTIF DURABLE 2024	4,69%	166	1,11	1,16	BBB-	31/12/2024
SCHELCHER IVO GLOBAL YIELD 2024	8,15%	151	1,65	1,59	B	-
SUNNY OPPORTUNITES 2025	6,43%	56	1,89	2,5	B	31/03/2023
SLF BOND HIGH YIELD OPPORTUNITY 2026	7,74%	180	2,98	2,98	B/B+	-
SYCOYIELD 2026	5,40%	76	2,97	2,95	BB	-
TAILOR CREDIT 2028	6,75%	192	3,85	4,12	BB+/-	-
TIKEHAU 2027	8,00%	84	2,50	2,3	BB	-
TIKEHAU 2025	4,87%	57	2,20	3,1	BBB	-
LAZARD CREDIT 2027	4,22%	74	4,30	4,2	BBB-	28/04/2023
OFI INVEST HIGH YIELD 2027	5,50%	99	2,85	NA	BB+	31/12/2024
ECOFI OPTIM 26	5,62%	53	2,81	2,85	BBB-	-

Source des données : Documents Sociétés de Gestion - Data au 31/01/2023

Pour en savoir plus sur Nortia, cliquez ici.

Publié le vendredi 3 mars 2023

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	44.58%
CPR Croissance Dynamique	17.51%
Alken Fund Small Cap Europe	12.30%
Sycomore Europe Happy @ Work	11.62%
Alken European Opportunities	11.57%
Tailor Actions Avenir ISR	9.34%
Amplegest Pricing Power	9.06%
Groupama Opportunities Europe	8.66%
DNCA Invest SRI Norden Europe	8.51%
Uzès WWW Perf	8.36%
Echiquier Major SRI Growth Europe	7.90%
Tocqueville Croissance Euro ISR	7.80%
VEGA Europe Convictions ISR	6.31%
Tocqueville Euro Equity ISR	6.29%
DNCA Invest Archer Mid-Cap Europe	6.24%
HMG Découvertes	6.23%
Europe Income Family	5.87%
Echiquier Positive Impact Europe	5.62%
BNP Paribas Développement Humain	4.67%
Gay-Lussac Microcaps Europe	4.50%
Indépendance Europe Small	3.59%
EdR SICAV Tricolore Convictions	3.56%
VEGA France Opportunités ISR	3.52%
EdR SICAV Euro Sustainable Equity	3.03%
Mandarine Europe Microcap	2.87%
Dorval Manageurs	2.00%
R-co Conviction Equity Value Euro	1.89%
Fidelity Europe	1.75%
BDL Convictions	0.39%
Athymis Trendsetters Europe	0.38%
Mandarine Premium Europe	0.11%
Palatine Europe Sustainable Employment	-0.27%
Mandarine Unique	-0.59%
R-co Thematic Real Estate	-0.81%
Centifolia	-1.44%
Dorval European Climate Initiative	-1.58%
Indépendance France Small & Mid	-1.87%
LONVIA Mid-Cap Europe	-2.74%
LFR Euro Développement Durable ISR	-3.04%
Dorval Manageurs Europe	-3.07%
Moneta Multi Caps	-3.45%
France Engagement	-4.81%
Pluvalca Small Caps	-5.19%
Covéa Perspectives Entreprises	-5.34%
Groupama Avenir Euro	-6.17%
Richelieu Family	-6.29%
Mirova Europe Environmental Equity	-6.57%
Quadrator SRI	-6.61%
Mandarine Social Leaders	-6.62%
Sycomore Europe Eco Solutions	-6.68%
Eiffel Nova Europe ISR	-9.44%
Quadrige France Smallcaps	-11.34%
Lazard Small Caps France	-13.67%
Quadrige Europe Midcaps	-17.59%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Lazard Convertible Global	7.29%
M Global Convertibles SRI	4.43%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom Obligataire	12.92%
Omnibond	12.72%
AXA IM FIIS US Short Duration High Yield	12.47%
Groupama Axiom Legacy	12.42%
Amundi Cash USD	12.18%
IVO Fixed Income	10.29%
Tikehau European High Yield	9.20%
Ofi Invest ESG Alpha Yield	9.05%
Schelcher Global High Yield ESG	8.96%
BNP Paribas Funds Euro High Yield Bd	8.74%
Carmignac Portfolio Credit	8.17%
Eiffel Rendement 2028	7.47%
Tikehau 2027	7.01%
SLF (LUX) Bond High Yield Opportunity 2026	6.79%
La Française Rendement Global 2028	6.68%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	6.53%
Auris Euro Rendement	6.50%
Richelieu Euro Credit Unconstrained	5.66%
Tailor Crédit Rendement Cible	5.39%
Tailor Credit 2028 C	5.20%
Pluvalca Credit Opportunities 2028	5.13%
Lazard Credit Opportunities	5.02%
La Française Credit Innovation	4.64%
ODDO BHF Global Target 2028	4.60%
Ofi Invest High Yield 2027	4.55%
Sycoyield 2026	4.45%
Auris Investment Grade	4.43%
Ostrum SRI Crédit Ultra Short Plus	4.39%
Sanso Short Duration	4.39%
BNP Paribas Bond 6 M	4.03%
EdR Fund Bond Allocation	2.92%
Franklin European Total Return Fund	1.84%
Groupama Alpha Fixed Income Plus	0.00%
FTGF Brandywine Global Income Optimiser Fund	-0.12%
LO Funds - Short-Term Money Market CHF	-0.16%
Jupiter Dynamic Bond	-1.59%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.71%
H2O Multibonds	-9.04%