BILAN 2020 / PERSPECTIVES 2021 - ADEQUITY France
Bilan de 2020 et les Perspectives de 2021 de ADEQUITY France, avec ARNAUD HENIN, directeur d'Adequity France.
Bilan de 2020 et les Perspectives de 2021 de ADEQUITY France, avec ARNAUD HENIN, directeur d'Adequity France.
45/45/10, ce n’est bien entendu pas la recette d’une martingale, mais force est de constater que si vous aviez investi sur le fonds JP Morgan Asie ex-Japan, vous auriez réalisé près de 80% de performance en 5 ans et qu’en investissant 10 000 euros au 1er Décembre 2015, vous auriez maintenant 17 982 euros en portefeuille.
Toute l'équipe de La Financière de l'Echiquier vous souhaite de très belles fêtes de fin d'année !
Toute l’équipe Morgan Stanley IM Paris vous souhaite de joyeuses fêtes et une excellente année 2021 ! PEACE !
L'équipe Octo AM est heureuse de vous adresser aujourd'hui leur dernier hebdo de 2020, année éprouvante s’il en est, de laquelle les investisseurs se sortiront finalement plutôt mieux que de l’économie réelle, merci les banques centrales !
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,37% |
Fonds | YTD |
---|---|
Montségur Croissance C | 5,99% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,36% |
Sycomore Allocation Patrimoine R | 1,67% |
DNCA Invest Eurose A EUR | 1,52% |
OMNIBOND | 1,35% |
Pictet – Atlas – P EUR : 2 | 1,27% |
Haas Epargne Patrimoine C | 1,23% |
Federal Ethi-Patrimoine | 1,22% |
HELIUM INVEST | 1,07% |
Dorval Global Conservative | 1,05% |
Exane Pleiade Fund | 0,96% |
Clartan Patrimoine C | 0,96% |
Trusteam Optimum A | 0,83% |
Durandal | 0,77% |
Axiom Short Duration Bond Fund | 0,69% |
HELIUM FUND | 0,62% |
CANDRIAM Risk Arbitrage | 0,41% |
G FUND - ALPHA FIXED INCOME | 0,40% |
Sanso Short Duration C | 0,38% |
AIS Protect | 0,24% |
Kirao Multicaps Alpha | 0,23% |
CANDRIAM Patrimoine Obli Inter | 0,19% |
Pluvalca Rentoblig | 0,15% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,11% |
NN Green Bond | 0,09% |
Stratégie Rendement | 0,00% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,05% |
Dôm Reflex | -0,23% |
Fonds | YTD |
---|---|
H2O Multibonds | 10,45% |
Axiom European Banks Equity | 10,44% |
MS INVF US Growth | 9,74% |
Invesco Global Consumer Trends | 6,36% |
Echiquier Artificial Intelligence B EUR | 5,81% |
CANDRIAM Absolute Return Equity Market Neutral | 1,05% |
MS INVF Asia Opportunity | -0,26% |
BNP PARIBAS ENERGY TRANSITION | -1,10% |
DNB Fund Renewable Energy | -1,29% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,37% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 6,14% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,38% |
Sycomore Allocation Patrimoine R | 1,93% |
DNCA Invest Eurose A EUR | 1,67% |
OMNIBOND | 1,41% |
Pictet – Atlas – P EUR : 2 | 1,27% |
Haas Epargne Patrimoine C | 1,36% |
Federal Ethi-Patrimoine | 1,40% |
HELIUM INVEST | 1,07% |
Dorval Global Conservative | 1,10% |
Exane Pleiade Fund | 0,93% |
Clartan Patrimoine C | 1,00% |
Trusteam Optimum A | 0,93% |
Durandal | 1,01% |
Axiom Short Duration Bond Fund | 0,72% |
HELIUM FUND | 0,67% |
CANDRIAM Risk Arbitrage | 0,46% |
G FUND - ALPHA FIXED INCOME | 0,42% |
Sanso Short Duration C | 0,39% |
AIS Protect | 0,25% |
Kirao Multicaps Alpha | 0,79% |
CANDRIAM Patrimoine Obli Inter | 0,20% |
Pluvalca Rentoblig | 0,15% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
NN Green Bond | 0,09% |
Stratégie Rendement | 0,00% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,07% |
Dôm Reflex | -0,22% |
Fonds | 1 mois |
---|---|
H2O Multibonds | 9,20% |
Axiom European Banks Equity | 10,97% |
MS INVF US Growth | 9,74% |
Invesco Global Consumer Trends | 6,36% |
Echiquier Artificial Intelligence B EUR | 5,29% |
CANDRIAM Absolute Return Equity Market Neutral | 1,32% |
MS INVF Asia Opportunity | -0,26% |
BNP PARIBAS ENERGY TRANSITION | -2,30% |
DNB Fund Renewable Energy | -0,96% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,56% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 9,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
Sycomore Allocation Patrimoine R | 6,29% |
DNCA Invest Eurose A EUR | 4,69% |
OMNIBOND | 11,12% |
Pictet – Atlas – P EUR : 2 | 8,62% |
Haas Epargne Patrimoine C | 6,75% |
Federal Ethi-Patrimoine | 5,95% |
HELIUM INVEST | 6,59% |
Dorval Global Conservative | 4,73% |
Exane Pleiade Fund | 6,31% |
Clartan Patrimoine C | 4,39% |
Trusteam Optimum A | 5,57% |
Durandal | 1,64% |
Axiom Short Duration Bond Fund | 6,72% |
HELIUM FUND | 4,35% |
CANDRIAM Risk Arbitrage | 5,30% |
G FUND - ALPHA FIXED INCOME | 4,12% |
Sanso Short Duration C | 4,21% |
AIS Protect | 3,63% |
Kirao Multicaps Alpha | 2,80% |
CANDRIAM Patrimoine Obli Inter | 4,37% |
Pluvalca Rentoblig | 4,70% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,95% |
NN Green Bond | 3,42% |
Stratégie Rendement | 5,46% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,97% |
Dôm Reflex | 3,14% |
Fonds | 1 an |
---|---|
H2O Multibonds | 4,46% |
Axiom European Banks Equity | 57,22% |
MS INVF US Growth | 71,47% |
Invesco Global Consumer Trends | 42,18% |
Echiquier Artificial Intelligence B EUR | 33,61% |
CANDRIAM Absolute Return Equity Market Neutral | 4,17% |
MS INVF Asia Opportunity | 37,71% |
BNP PARIBAS ENERGY TRANSITION | -3,24% |
DNB Fund Renewable Energy | -6,82% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,29% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 10,89% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,34% |
Sycomore Allocation Patrimoine R | 5,76% |
DNCA Invest Eurose A EUR | 5,09% |
OMNIBOND | 9,57% |
Pictet – Atlas – P EUR : 2 | 6,51% |
Haas Epargne Patrimoine C | 4,76% |
Federal Ethi-Patrimoine | 5,53% |
HELIUM INVEST | 4,56% |
Dorval Global Conservative | 3,10% |
Exane Pleiade Fund | 3,23% |
Clartan Patrimoine C | 4,33% |
Trusteam Optimum A | 5,10% |
Durandal | 2,60% |
Axiom Short Duration Bond Fund | 5,63% |
HELIUM FUND | 3,64% |
CANDRIAM Risk Arbitrage | 3,65% |
G FUND - ALPHA FIXED INCOME | 4,14% |
Sanso Short Duration C | 3,67% |
AIS Protect | 2,19% |
Kirao Multicaps Alpha | -0,19% |
CANDRIAM Patrimoine Obli Inter | 4,45% |
Pluvalca Rentoblig | 4,93% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
NN Green Bond | 4,19% |
Stratégie Rendement | 6,16% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,44% |
Dôm Reflex | 4,11% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 6,85% |
Axiom European Banks Equity | 32,74% |
MS INVF US Growth | 43,71% |
Invesco Global Consumer Trends | 22,86% |
Echiquier Artificial Intelligence B EUR | 41,77% |
CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
MS INVF Asia Opportunity | 4,11% |
BNP PARIBAS ENERGY TRANSITION | -27,18% |
DNB Fund Renewable Energy | -11,64% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,27% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 6,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,09% |
Sycomore Allocation Patrimoine R | 1,66% |
DNCA Invest Eurose A EUR | 3,01% |
OMNIBOND | 4,38% |
Pictet – Atlas – P EUR : 2 | 3,06% |
Haas Epargne Patrimoine C | 2,13% |
Federal Ethi-Patrimoine | 1,19% |
HELIUM INVEST | 2,16% |
Dorval Global Conservative | 1,54% |
Exane Pleiade Fund | 2,76% |
Clartan Patrimoine C | 2,02% |
Trusteam Optimum A | 1,08% |
Durandal | 0,10% |
Axiom Short Duration Bond Fund | 2,96% |
HELIUM FUND | 2,64% |
CANDRIAM Risk Arbitrage | 1,63% |
G FUND - ALPHA FIXED INCOME | 2,74% |
Sanso Short Duration C | 1,83% |
AIS Protect | -1,23% |
Kirao Multicaps Alpha | -3,93% |
CANDRIAM Patrimoine Obli Inter | 1,95% |
Pluvalca Rentoblig | 1,97% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,21% |
NN Green Bond | -3,82% |
Stratégie Rendement | 2,55% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,64% |
Dôm Reflex | 2,94% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 12,15% |
Axiom European Banks Equity | 24,16% |
MS INVF US Growth | 9,21% |
Invesco Global Consumer Trends | 5,55% |
Echiquier Artificial Intelligence B EUR | 8,95% |
CANDRIAM Absolute Return Equity Market Neutral | 0,86% |
MS INVF Asia Opportunity | -0,43% |
BNP PARIBAS ENERGY TRANSITION | -19,73% |
DNB Fund Renewable Energy | -5,56% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |