Dette émergente : revue 2019 et perspectives 2020
Les performances de l’année 2019 se sont avérées spectaculaires pour la plupart des classes d’actifs et la dette émergente n’a pas fait exception.
Les performances de l’année 2019 se sont avérées spectaculaires pour la plupart des classes d’actifs et la dette émergente n’a pas fait exception.
7 fonds OFI AM sont désormais labellisés par le label d’État créé en 2016.
Tocqueville Finance lance sa nouvelle offre de gestion pilotée : sa particularité est d’être investi à 60% minimum en action monde, tout en respectant un niveau de risque SRRI égale à 4.
Mutavie, filiale épargne assurance-vie de la Macif, a choisi de maintenir le rendement euros de son contrat phare Multi Vie afin d’accompagner les épargnants dans la diversification de leur épargne.
Allianz Global Investors, l'un des leaders mondiaux de la gestion active, élargit son offre d'investissement responsable en repositionnant sa principale gamme de produits multi-asset en stratégie d'Investissement Socialement Responsable (ISR).
En 2019, les fonds levés par les introductions en Bourse en Europe, ainsi que le nombre de transactions, ont significativement baissé. C’est ce que révèle le dernier rapport « IPO Watch Europe » du cabinet de conseil et d’audit PwC.
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% |