Podcast avec Violaine de Serrant
Retrouvez notre podcast avec Violaine de Serrant, Directrice Distribution France, Belgique & Luxembourg, BNY Mellon Investment Management
Retrouvez notre podcast avec Violaine de Serrant, Directrice Distribution France, Belgique & Luxembourg, BNY Mellon Investment Management
Les vaccins sont arrivés en un temps record - non pas parce que le circuit a été raccourci, mais plutôt parce que tout le monde est allé plus vite.
Par rapport au cycle de marché de 2015 et comparés aux marchés d'actions des autres régions, les marchés chinois présentent de bien meilleures caractéristiques. Le rebond de 2020 s’explique par plusieurs facteurs.
Retrouvez le Bilan de 2020 et les Perspectives de 2021 d'INOCAP Gestion, avec Félicien NGUYEN, Directeur Marketing et Communication.
Point de vue de Jonathan CURTIS, Portfolio Manager and Research Analyst chez Franklin Templeton Group.
Alors que l’année 2020 restera synonyme de crise sanitaire et économique, la forte volatilité des indices boursiers a coïncidé avec l’arrivée, ou le retour, de nombreux investisseurs en actions.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,30% |
Fonds | YTD |
---|---|
Montségur Croissance C | 4,66% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,77% |
Sycomore Allocation Patrimoine R | 1,29% |
DNCA Invest Eurose A EUR | 1,26% |
Pictet – Atlas – P EUR : 2 | 1,24% |
OMNIBOND | 1,14% |
HELIUM INVEST | 0,89% |
Dorval Global Conservative | 0,89% |
Federal Ethi-Patrimoine | 0,79% |
Haas Epargne Patrimoine C | 0,79% |
Clartan Patrimoine C | 0,68% |
Durandal | 0,64% |
Exane Pleiade Fund | 0,64% |
Trusteam Optimum A | 0,63% |
HELIUM FUND | 0,60% |
Axiom Short Duration Bond Fund | 0,59% |
G FUND - ALPHA FIXED INCOME | 0,37% |
Sanso Short Duration C | 0,30% |
CANDRIAM Risk Arbitrage | 0,30% |
AIS Protect | 0,22% |
CANDRIAM Patrimoine Obli Inter | 0,16% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,05% |
Pluvalca Rentoblig | -0,10% |
Kirao Multicaps Alpha | -0,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,21% |
Stratégie Rendement | -0,24% |
NN Green Bond | -0,37% |
Dôm Reflex | -0,45% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 10,06% |
H2O Multibonds | 8,94% |
MS INVF US Growth | 8,78% |
Echiquier Artificial Intelligence B EUR | 5,32% |
Invesco Global Consumer Trends | 4,79% |
CANDRIAM Absolute Return Equity Market Neutral | 0,80% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
BNP PARIBAS ENERGY TRANSITION | -1,10% |
MS INVF Asia Opportunity | -1,29% |
DNB Fund Renewable Energy | -1,29% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,31% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 3,85% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,08% |
Sycomore Allocation Patrimoine R | 1,48% |
DNCA Invest Eurose A EUR | 1,43% |
Pictet – Atlas – P EUR : 2 | 1,16% |
OMNIBOND | 1,35% |
HELIUM INVEST | 0,94% |
Dorval Global Conservative | 0,76% |
Federal Ethi-Patrimoine | 0,99% |
Haas Epargne Patrimoine C | 0,89% |
Clartan Patrimoine C | 0,76% |
Durandal | 0,91% |
Exane Pleiade Fund | 0,61% |
Trusteam Optimum A | 0,73% |
HELIUM FUND | 0,83% |
Axiom Short Duration Bond Fund | 0,66% |
G FUND - ALPHA FIXED INCOME | 0,40% |
Sanso Short Duration C | 0,36% |
CANDRIAM Risk Arbitrage | 0,42% |
AIS Protect | 0,24% |
CANDRIAM Patrimoine Obli Inter | 0,20% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,07% |
Pluvalca Rentoblig | 0,01% |
Kirao Multicaps Alpha | 0,04% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,08% |
Stratégie Rendement | -0,17% |
NN Green Bond | -0,43% |
Dôm Reflex | -0,35% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 10,83% |
H2O Multibonds | 7,57% |
MS INVF US Growth | 9,75% |
Echiquier Artificial Intelligence B EUR | 3,83% |
Invesco Global Consumer Trends | 4,79% |
CANDRIAM Absolute Return Equity Market Neutral | 1,24% |
abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
BNP PARIBAS ENERGY TRANSITION | -2,30% |
MS INVF Asia Opportunity | -0,80% |
DNB Fund Renewable Energy | -0,96% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,49% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 8,35% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,22% |
Sycomore Allocation Patrimoine R | 5,94% |
DNCA Invest Eurose A EUR | 4,43% |
Pictet – Atlas – P EUR : 2 | 8,61% |
OMNIBOND | 10,92% |
HELIUM INVEST | 6,39% |
Dorval Global Conservative | 4,56% |
Federal Ethi-Patrimoine | 5,43% |
Haas Epargne Patrimoine C | 6,22% |
Clartan Patrimoine C | 4,05% |
Durandal | 2,01% |
Exane Pleiade Fund | 5,99% |
Trusteam Optimum A | 5,38% |
HELIUM FUND | 4,29% |
Axiom Short Duration Bond Fund | 6,62% |
G FUND - ALPHA FIXED INCOME | 4,13% |
Sanso Short Duration C | 4,12% |
CANDRIAM Risk Arbitrage | 5,11% |
AIS Protect | 3,70% |
CANDRIAM Patrimoine Obli Inter | 4,37% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,97% |
Pluvalca Rentoblig | 4,39% |
Kirao Multicaps Alpha | 2,70% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,47% |
Stratégie Rendement | 5,13% |
NN Green Bond | 3,71% |
Dôm Reflex | 2,84% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 59,63% |
H2O Multibonds | 1,89% |
MS INVF US Growth | 64,96% |
Echiquier Artificial Intelligence B EUR | 31,99% |
Invesco Global Consumer Trends | 37,78% |
CANDRIAM Absolute Return Equity Market Neutral | 4,19% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
BNP PARIBAS ENERGY TRANSITION | -3,24% |
MS INVF Asia Opportunity | 35,13% |
DNB Fund Renewable Energy | -6,82% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,24% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 10,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,83% |
Sycomore Allocation Patrimoine R | 5,44% |
DNCA Invest Eurose A EUR | 4,91% |
Pictet – Atlas – P EUR : 2 | 6,36% |
OMNIBOND | 9,58% |
HELIUM INVEST | 4,46% |
Dorval Global Conservative | 2,92% |
Federal Ethi-Patrimoine | 5,17% |
Haas Epargne Patrimoine C | 4,44% |
Clartan Patrimoine C | 4,12% |
Durandal | 2,48% |
Exane Pleiade Fund | 3,01% |
Trusteam Optimum A | 4,94% |
HELIUM FUND | 3,63% |
Axiom Short Duration Bond Fund | 5,57% |
G FUND - ALPHA FIXED INCOME | 4,12% |
Sanso Short Duration C | 3,63% |
CANDRIAM Risk Arbitrage | 3,58% |
AIS Protect | 2,21% |
CANDRIAM Patrimoine Obli Inter | 4,38% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,44% |
Pluvalca Rentoblig | 4,71% |
Kirao Multicaps Alpha | -0,35% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
Stratégie Rendement | 5,94% |
NN Green Bond | 4,01% |
Dôm Reflex | 3,90% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 32,57% |
H2O Multibonds | 7,38% |
MS INVF US Growth | 42,09% |
Echiquier Artificial Intelligence B EUR | 39,37% |
Invesco Global Consumer Trends | 20,98% |
CANDRIAM Absolute Return Equity Market Neutral | 5,27% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
BNP PARIBAS ENERGY TRANSITION | -27,18% |
MS INVF Asia Opportunity | 3,39% |
DNB Fund Renewable Energy | -11,64% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,25% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 5,73% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,28% |
Sycomore Allocation Patrimoine R | 1,53% |
DNCA Invest Eurose A EUR | 2,92% |
Pictet – Atlas – P EUR : 2 | 3,05% |
OMNIBOND | 4,31% |
HELIUM INVEST | 2,10% |
Dorval Global Conservative | 1,49% |
Federal Ethi-Patrimoine | 1,05% |
Haas Epargne Patrimoine C | 1,99% |
Clartan Patrimoine C | 1,93% |
Durandal | 0,06% |
Exane Pleiade Fund | 2,66% |
Trusteam Optimum A | 1,01% |
HELIUM FUND | 2,63% |
Axiom Short Duration Bond Fund | 2,92% |
G FUND - ALPHA FIXED INCOME | 2,73% |
Sanso Short Duration C | 1,80% |
CANDRIAM Risk Arbitrage | 1,59% |
AIS Protect | -1,24% |
CANDRIAM Patrimoine Obli Inter | 1,94% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,64% |
Pluvalca Rentoblig | 1,89% |
Kirao Multicaps Alpha | -4,04% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,10% |
Stratégie Rendement | 2,47% |
NN Green Bond | -4,12% |
Dôm Reflex | 2,87% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 24,02% |
H2O Multibonds | 11,63% |
MS INVF US Growth | 12,66% |
Echiquier Artificial Intelligence B EUR | 8,79% |
Invesco Global Consumer Trends | 5,76% |
CANDRIAM Absolute Return Equity Market Neutral | 0,78% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
BNP PARIBAS ENERGY TRANSITION | -19,73% |
MS INVF Asia Opportunity | 0,43% |
DNB Fund Renewable Energy | -5,56% |