Jupiter AM : Cinq questions clés pour les investisseurs obligataires
Ariel Bezalel et Harry Richards répondent à cinq questions sur les marchés obligataires mondiaux et la stratégie des obligations flexibles de Jupiter.
Ariel Bezalel et Harry Richards répondent à cinq questions sur les marchés obligataires mondiaux et la stratégie des obligations flexibles de Jupiter.
Cyrille GENESLAY, Gérant Gestion Diversifiée à CPR AM, fait un point sur l'actualité des marchés.
Nous avons rencontré Séverine FLOTTES de POUZOLS, Fondatrice de La Financière de l'Aubrac.
Alors que l’épidémie semble progressivement disparaître en Europe, les marchés de crédit en auront bientôt effacé tous les stigmates, tant les valorisations rebondissent rapidement, comme en témoignent les graphiques ci-dessous représentant les performances des différentes catégories obligataires. Peu d’analyse donc et peu de contradiction possible devant de telles courbes tant le mouvement est fort, consensuel et généralisé à tous les actifs.
ESMA, formation, assemblée générale, …
Pour illustrer ce titre un brin provocateur, il suffit de prendre plusieurs exemples et bien entendu une volonté de transmettre tout en se réservant l’usufruit.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,17% |
Fonds | YTD |
---|---|
Montségur Croissance C | 5,00% |
Haas Epargne Patrimoine C | 0,98% |
DNCA Invest Eurose A EUR | 0,84% |
Sycomore Allocation Patrimoine R | 0,82% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
OMNIBOND | 0,79% |
Exane Pleiade Fund | 0,78% |
Pictet – Atlas – P EUR : 2 | 0,72% |
Durandal | 0,66% |
Federal Ethi-Patrimoine | 0,57% |
Dorval Global Conservative | 0,48% |
HELIUM INVEST | 0,38% |
Clartan Patrimoine C | 0,38% |
CANDRIAM Risk Arbitrage | 0,36% |
Axiom Short Duration Bond Fund | 0,34% |
G FUND - ALPHA FIXED INCOME | 0,25% |
Trusteam Optimum A | 0,19% |
HELIUM FUND | 0,16% |
AIS Protect | 0,14% |
CANDRIAM Patrimoine Obli Inter | 0,07% |
Sanso Short Duration C | 0,05% |
Pluvalca Rentoblig | -0,14% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
Stratégie Rendement | -0,38% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,38% |
Dôm Reflex | -0,42% |
NN Green Bond | -0,63% |
Kirao Multicaps Alpha | -1,52% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 5,90% |
MS INVF US Growth | 5,52% |
H2O Multibonds | 5,52% |
Echiquier Artificial Intelligence B EUR | 3,84% |
BNP PARIBAS ENERGY TRANSITION | 3,82% |
Invesco Global Consumer Trends | 3,03% |
CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,46% |
DNB Fund Renewable Energy | -0,34% |
MS INVF Asia Opportunity | -2,38% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,23% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 2,76% |
Haas Epargne Patrimoine C | 0,86% |
DNCA Invest Eurose A EUR | 0,94% |
Sycomore Allocation Patrimoine R | 0,39% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,57% |
OMNIBOND | 1,17% |
Exane Pleiade Fund | 0,59% |
Pictet – Atlas – P EUR : 2 | 0,45% |
Durandal | 1,19% |
Federal Ethi-Patrimoine | 0,15% |
Dorval Global Conservative | 0,12% |
HELIUM INVEST | 0,49% |
Clartan Patrimoine C | 0,31% |
CANDRIAM Risk Arbitrage | 0,60% |
Axiom Short Duration Bond Fund | 0,44% |
G FUND - ALPHA FIXED INCOME | 0,37% |
Trusteam Optimum A | 0,23% |
HELIUM FUND | 0,55% |
AIS Protect | 0,26% |
CANDRIAM Patrimoine Obli Inter | 0,14% |
Sanso Short Duration C | 0,16% |
Pluvalca Rentoblig | -0,37% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,55% |
Stratégie Rendement | -0,67% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,00% |
Dôm Reflex | -0,68% |
NN Green Bond | -1,03% |
Kirao Multicaps Alpha | -0,60% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 6,99% |
MS INVF US Growth | 5,05% |
H2O Multibonds | 1,60% |
Echiquier Artificial Intelligence B EUR | -0,43% |
BNP PARIBAS ENERGY TRANSITION | 3,41% |
Invesco Global Consumer Trends | 5,82% |
CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
abrdn Global Real Estate Active Thematics UCITS ETF | 2,94% |
DNB Fund Renewable Energy | -1,78% |
MS INVF Asia Opportunity | -3,90% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,73% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 14,66% |
Haas Epargne Patrimoine C | 7,66% |
DNCA Invest Eurose A EUR | 4,33% |
Sycomore Allocation Patrimoine R | 6,86% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
OMNIBOND | 11,68% |
Exane Pleiade Fund | 7,53% |
Pictet – Atlas – P EUR : 2 | 9,03% |
Durandal | 2,85% |
Federal Ethi-Patrimoine | 6,63% |
Dorval Global Conservative | 4,93% |
HELIUM INVEST | 5,92% |
Clartan Patrimoine C | 4,37% |
CANDRIAM Risk Arbitrage | 5,47% |
Axiom Short Duration Bond Fund | 7,00% |
G FUND - ALPHA FIXED INCOME | 4,35% |
Trusteam Optimum A | 5,57% |
HELIUM FUND | 4,27% |
AIS Protect | 4,39% |
CANDRIAM Patrimoine Obli Inter | 4,45% |
Sanso Short Duration C | 4,02% |
Pluvalca Rentoblig | 4,96% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,43% |
Stratégie Rendement | 5,77% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,15% |
Dôm Reflex | 3,53% |
NN Green Bond | 4,06% |
Kirao Multicaps Alpha | 2,20% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 58,76% |
MS INVF US Growth | 69,21% |
H2O Multibonds | -1,45% |
Echiquier Artificial Intelligence B EUR | 38,98% |
BNP PARIBAS ENERGY TRANSITION | 6,10% |
Invesco Global Consumer Trends | 39,16% |
CANDRIAM Absolute Return Equity Market Neutral | 4,28% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,42% |
DNB Fund Renewable Energy | -3,83% |
MS INVF Asia Opportunity | 33,39% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,32% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 9,64% |
Haas Epargne Patrimoine C | 4,59% |
DNCA Invest Eurose A EUR | 5,02% |
Sycomore Allocation Patrimoine R | 5,50% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,33% |
OMNIBOND | 10,26% |
Exane Pleiade Fund | 3,27% |
Pictet – Atlas – P EUR : 2 | 6,16% |
Durandal | 2,77% |
Federal Ethi-Patrimoine | 5,10% |
Dorval Global Conservative | 2,88% |
HELIUM INVEST | 4,42% |
Clartan Patrimoine C | 4,02% |
CANDRIAM Risk Arbitrage | 3,57% |
Axiom Short Duration Bond Fund | 5,79% |
G FUND - ALPHA FIXED INCOME | 4,15% |
Trusteam Optimum A | 4,78% |
HELIUM FUND | 3,46% |
AIS Protect | 1,94% |
CANDRIAM Patrimoine Obli Inter | 4,31% |
Sanso Short Duration C | 3,57% |
Pluvalca Rentoblig | 4,79% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,09% |
Stratégie Rendement | 6,03% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,61% |
Dôm Reflex | 3,92% |
NN Green Bond | 3,46% |
Kirao Multicaps Alpha | -1,38% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 33,68% |
MS INVF US Growth | 46,28% |
H2O Multibonds | 5,02% |
Echiquier Artificial Intelligence B EUR | 43,15% |
BNP PARIBAS ENERGY TRANSITION | -24,20% |
Invesco Global Consumer Trends | 24,18% |
CANDRIAM Absolute Return Equity Market Neutral | 5,82% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -12,06% |
MS INVF Asia Opportunity | 1,99% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,13% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 3,57% |
Haas Epargne Patrimoine C | 1,69% |
DNCA Invest Eurose A EUR | 2,40% |
Sycomore Allocation Patrimoine R | 0,56% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,59% |
OMNIBOND | 4,13% |
Exane Pleiade Fund | 2,39% |
Pictet – Atlas – P EUR : 2 | 2,66% |
Durandal | 0,09% |
Federal Ethi-Patrimoine | 0,73% |
Dorval Global Conservative | 0,96% |
HELIUM INVEST | 1,73% |
Clartan Patrimoine C | 1,43% |
CANDRIAM Risk Arbitrage | 1,64% |
Axiom Short Duration Bond Fund | 2,73% |
G FUND - ALPHA FIXED INCOME | 2,71% |
Trusteam Optimum A | 0,62% |
HELIUM FUND | 2,45% |
AIS Protect | -1,87% |
CANDRIAM Patrimoine Obli Inter | 1,61% |
Sanso Short Duration C | 1,63% |
Pluvalca Rentoblig | 1,81% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,86% |
Stratégie Rendement | 2,29% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,14% |
Dôm Reflex | 2,76% |
NN Green Bond | -4,27% |
Kirao Multicaps Alpha | -5,75% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 21,36% |
MS INVF US Growth | 5,09% |
H2O Multibonds | 10,97% |
Echiquier Artificial Intelligence B EUR | 5,34% |
BNP PARIBAS ENERGY TRANSITION | -21,85% |
Invesco Global Consumer Trends | 2,73% |
CANDRIAM Absolute Return Equity Market Neutral | 0,93% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -7,81% |
MS INVF Asia Opportunity | -2,54% |