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 | 0,27% |
Fonds | YTD |
---|---|
Montségur Croissance C | 3,51% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,82% |
Pictet – Atlas – P EUR : 2 | 1,23% |
DNCA Invest Eurose A EUR | 1,21% |
Sycomore Allocation Patrimoine R | 1,16% |
OMNIBOND | 1,13% |
Dorval Global Conservative | 0,85% |
HELIUM INVEST | 0,77% |
Federal Ethi-Patrimoine | 0,73% |
Clartan Patrimoine C | 0,64% |
HELIUM FUND | 0,62% |
Haas Epargne Patrimoine C | 0,61% |
Axiom Short Duration Bond Fund | 0,55% |
Durandal | 0,53% |
Trusteam Optimum A | 0,51% |
Exane Pleiade Fund | 0,45% |
G FUND - ALPHA FIXED INCOME | 0,36% |
CANDRIAM Risk Arbitrage | 0,25% |
Sanso Short Duration C | 0,24% |
AIS Protect | 0,21% |
CANDRIAM Patrimoine Obli Inter | 0,13% |
Pluvalca Rentoblig | -0,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,26% |
Kirao Multicaps Alpha | -0,26% |
Stratégie Rendement | -0,26% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,34% |
Dôm Reflex | -0,44% |
NN Green Bond | -0,75% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 9,09% |
H2O Multibonds | 8,45% |
MS INVF US Growth | 7,19% |
Echiquier Artificial Intelligence B EUR | 6,58% |
Invesco Global Consumer Trends | 4,50% |
CANDRIAM Absolute Return Equity Market Neutral | 0,96% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
BNP PARIBAS ENERGY TRANSITION | -1,10% |
MS INVF Asia Opportunity | -1,67% |
DNB Fund Renewable Energy | -2,64% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,29% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 2,71% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,13% |
Pictet – Atlas – P EUR : 2 | 1,15% |
DNCA Invest Eurose A EUR | 1,38% |
Sycomore Allocation Patrimoine R | 1,35% |
OMNIBOND | 1,34% |
Dorval Global Conservative | 0,72% |
HELIUM INVEST | 0,82% |
Federal Ethi-Patrimoine | 0,92% |
Clartan Patrimoine C | 0,73% |
HELIUM FUND | 0,85% |
Haas Epargne Patrimoine C | 0,71% |
Axiom Short Duration Bond Fund | 0,61% |
Durandal | 0,79% |
Trusteam Optimum A | 0,61% |
Exane Pleiade Fund | 0,41% |
G FUND - ALPHA FIXED INCOME | 0,39% |
CANDRIAM Risk Arbitrage | 0,37% |
Sanso Short Duration C | 0,30% |
AIS Protect | 0,23% |
CANDRIAM Patrimoine Obli Inter | 0,16% |
Pluvalca Rentoblig | 0,00% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,13% |
Kirao Multicaps Alpha | -0,11% |
Stratégie Rendement | -0,18% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,22% |
Dôm Reflex | -0,34% |
NN Green Bond | -0,59% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 9,85% |
H2O Multibonds | 7,09% |
MS INVF US Growth | 4,96% |
Echiquier Artificial Intelligence B EUR | 5,07% |
Invesco Global Consumer Trends | 3,25% |
CANDRIAM Absolute Return Equity Market Neutral | 1,41% |
abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
BNP PARIBAS ENERGY TRANSITION | -2,30% |
MS INVF Asia Opportunity | -2,31% |
DNB Fund Renewable Energy | -3,08% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,50% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 7,53% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,66% |
Pictet – Atlas – P EUR : 2 | 8,94% |
DNCA Invest Eurose A EUR | 4,33% |
Sycomore Allocation Patrimoine R | 6,05% |
OMNIBOND | 10,97% |
Dorval Global Conservative | 4,74% |
HELIUM INVEST | 6,33% |
Federal Ethi-Patrimoine | 5,62% |
Clartan Patrimoine C | 4,18% |
HELIUM FUND | 4,28% |
Haas Epargne Patrimoine C | 6,11% |
Axiom Short Duration Bond Fund | 6,63% |
Durandal | 2,00% |
Trusteam Optimum A | 5,26% |
Exane Pleiade Fund | 5,74% |
G FUND - ALPHA FIXED INCOME | 4,16% |
CANDRIAM Risk Arbitrage | 5,06% |
Sanso Short Duration C | 4,06% |
AIS Protect | 3,86% |
CANDRIAM Patrimoine Obli Inter | 4,36% |
Pluvalca Rentoblig | 4,57% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
Kirao Multicaps Alpha | 1,95% |
Stratégie Rendement | 5,33% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,50% |
Dôm Reflex | 3,09% |
NN Green Bond | 3,02% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 56,83% |
H2O Multibonds | 0,04% |
MS INVF US Growth | 64,62% |
Echiquier Artificial Intelligence B EUR | 36,55% |
Invesco Global Consumer Trends | 38,21% |
CANDRIAM Absolute Return Equity Market Neutral | 3,98% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
BNP PARIBAS ENERGY TRANSITION | -3,24% |
MS INVF Asia Opportunity | 31,86% |
DNB Fund Renewable Energy | -9,25% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,23% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 9,56% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,86% |
Pictet – Atlas – P EUR : 2 | 6,36% |
DNCA Invest Eurose A EUR | 4,88% |
Sycomore Allocation Patrimoine R | 5,37% |
OMNIBOND | 9,57% |
Dorval Global Conservative | 2,91% |
HELIUM INVEST | 4,40% |
Federal Ethi-Patrimoine | 5,14% |
Clartan Patrimoine C | 4,10% |
HELIUM FUND | 3,64% |
Haas Epargne Patrimoine C | 4,34% |
Axiom Short Duration Bond Fund | 5,55% |
Durandal | 2,42% |
Trusteam Optimum A | 4,88% |
Exane Pleiade Fund | 2,91% |
G FUND - ALPHA FIXED INCOME | 4,12% |
CANDRIAM Risk Arbitrage | 3,55% |
Sanso Short Duration C | 3,60% |
AIS Protect | 2,20% |
CANDRIAM Patrimoine Obli Inter | 4,36% |
Pluvalca Rentoblig | 4,71% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,78% |
Kirao Multicaps Alpha | -0,43% |
Stratégie Rendement | 5,93% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,13% |
Dôm Reflex | 3,91% |
NN Green Bond | 3,60% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 31,98% |
H2O Multibonds | 7,14% |
MS INVF US Growth | 41,42% |
Echiquier Artificial Intelligence B EUR | 40,20% |
Invesco Global Consumer Trends | 21,21% |
CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
BNP PARIBAS ENERGY TRANSITION | -27,18% |
MS INVF Asia Opportunity | 2,06% |
DNB Fund Renewable Energy | -12,75% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,24% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 5,34% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,26% |
Pictet – Atlas – P EUR : 2 | 3,05% |
DNCA Invest Eurose A EUR | 2,90% |
Sycomore Allocation Patrimoine R | 1,49% |
OMNIBOND | 4,31% |
Dorval Global Conservative | 1,48% |
HELIUM INVEST | 2,05% |
Federal Ethi-Patrimoine | 1,03% |
Clartan Patrimoine C | 1,91% |
HELIUM FUND | 2,64% |
Haas Epargne Patrimoine C | 1,92% |
Axiom Short Duration Bond Fund | 2,91% |
Durandal | 0,02% |
Trusteam Optimum A | 0,97% |
Exane Pleiade Fund | 2,59% |
G FUND - ALPHA FIXED INCOME | 2,73% |
CANDRIAM Risk Arbitrage | 1,58% |
Sanso Short Duration C | 1,78% |
AIS Protect | -1,24% |
CANDRIAM Patrimoine Obli Inter | 1,93% |
Pluvalca Rentoblig | 1,89% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
Kirao Multicaps Alpha | -4,09% |
Stratégie Rendement | 2,47% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,74% |
Dôm Reflex | 2,87% |
NN Green Bond | -4,24% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 23,65% |
H2O Multibonds | 11,46% |
MS INVF US Growth | 12,11% |
Echiquier Artificial Intelligence B EUR | 9,22% |
Invesco Global Consumer Trends | 5,66% |
CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
BNP PARIBAS ENERGY TRANSITION | -19,73% |
MS INVF Asia Opportunity | 0,30% |
DNB Fund Renewable Energy | -5,99% |