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%

L'interview "décalée H24" d'Alain Benso (Directeur du Développement chez Richelieu Gestion)…

🤝 Ses rencontres...

La personne la plus bosseuse ?

Alain Benso : Thomas Ibanez, une machine de guerre !!! [Ndlr H24 : Sales Director, Private Wealth Luxembourg, French Market chez IQ-EQ et ex Alfi Partners, ex Sycomore AM...]

La personne la plus sincère ?

Alain Benso : Olivier Chamard [Sycomore AM] avec qui j’ai eu le plaisir de travailler pendant 14 ans.

La personne avec qui vous avez le plus appris ?

Alain Benso : Jérôme Tordo, associé fondateur de Sycomore AM. Quelqu’un qui associe intelligence, compétence, rigueur et qui a su rester humble et simple dans la réussite [Ndlr H24 : Jérôme Tordo est désormais Président et co-responsable de la gestion de Cypanga Asset Management]

La personne avec qui vous aimeriez travailler ?

Alain Benso : Carlos Tavares [Ndlr H24 : DG de Stellantis]

💡 Ses idées d'investissement...

Le fonds à ne jamais sortir d'un portefeuille :

Alain Benso :

Richelieu America ESG
Twenty First Funds Exclusif 21, enfin tant que Christian Mariais ne part pas à la retraite !!

Le fonds à acheter en 2023 ?

Alain Benso :

Toujours Richelieu America ESG !
IDAM SmallCap France

🎁 Bonus ...

Un cadeau que vous avez offert à Noël ?

Alain Benso : Un sac à main 👜.

Votre + beau cadeau de Noël ?

Alain Benso : Ma maison terminée sur mon île natale 😊

H24 : Et pour en savoir plus sur Richelieu Gestion, Cliquez ici.

Publié le mercredi 28 décembre 2022

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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%