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 | 0,24% |
Fonds | YTD |
---|---|
Montségur Croissance C | 6,96% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,88% |
Pictet – Atlas – P EUR : 2 | 1,32% |
Sycomore Allocation Patrimoine R | 1,16% |
DNCA Invest Eurose A EUR | 1,06% |
Haas Epargne Patrimoine C | 0,87% |
OMNIBOND | 0,86% |
Dorval Global Conservative | 0,78% |
Federal Ethi-Patrimoine | 0,75% |
HELIUM INVEST | 0,67% |
CANDRIAM Risk Arbitrage | 0,55% |
Exane Pleiade Fund | 0,51% |
Axiom Short Duration Bond Fund | 0,49% |
Clartan Patrimoine C | 0,46% |
HELIUM FUND | 0,37% |
G FUND - ALPHA FIXED INCOME | 0,34% |
Trusteam Optimum A | 0,32% |
Durandal | 0,30% |
Sanso Short Duration C | 0,22% |
AIS Protect | 0,20% |
CANDRIAM Patrimoine Obli Inter | 0,10% |
Pluvalca Rentoblig | -0,18% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,30% |
Stratégie Rendement | -0,33% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,33% |
Dôm Reflex | -0,48% |
NN Green Bond | -0,64% |
Kirao Multicaps Alpha | -0,92% |
Fonds | YTD |
---|---|
H2O Multibonds | 10,05% |
Axiom European Banks Equity | 8,34% |
Echiquier Artificial Intelligence B EUR | 5,50% |
BNP PARIBAS ENERGY TRANSITION | 5,28% |
MS INVF US Growth | 3,38% |
CANDRIAM Absolute Return Equity Market Neutral | 0,85% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,82% |
Invesco Global Consumer Trends | -0,67% |
DNB Fund Renewable Energy | -2,62% |
MS INVF Asia Opportunity | -4,40% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,30% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 6,30% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,34% |
Pictet – Atlas – P EUR : 2 | 1,22% |
Sycomore Allocation Patrimoine R | 1,12% |
DNCA Invest Eurose A EUR | 1,38% |
Haas Epargne Patrimoine C | 0,89% |
OMNIBOND | 0,95% |
Dorval Global Conservative | 0,74% |
Federal Ethi-Patrimoine | 0,85% |
HELIUM INVEST | 0,84% |
CANDRIAM Risk Arbitrage | 0,70% |
Exane Pleiade Fund | 0,52% |
Axiom Short Duration Bond Fund | 0,60% |
Clartan Patrimoine C | 0,58% |
HELIUM FUND | 0,70% |
G FUND - ALPHA FIXED INCOME | 0,37% |
Trusteam Optimum A | 0,47% |
Durandal | 0,70% |
Sanso Short Duration C | 0,28% |
AIS Protect | 0,23% |
CANDRIAM Patrimoine Obli Inter | 0,13% |
Pluvalca Rentoblig | -0,21% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,19% |
Stratégie Rendement | -0,34% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,33% |
Dôm Reflex | -0,52% |
NN Green Bond | -0,49% |
Kirao Multicaps Alpha | -0,36% |
Fonds | 1 mois |
---|---|
H2O Multibonds | 7,58% |
Axiom European Banks Equity | 10,54% |
Echiquier Artificial Intelligence B EUR | 2,08% |
BNP PARIBAS ENERGY TRANSITION | 3,23% |
MS INVF US Growth | 1,41% |
CANDRIAM Absolute Return Equity Market Neutral | 1,53% |
abrdn Global Real Estate Active Thematics UCITS ETF | 1,53% |
Invesco Global Consumer Trends | -1,86% |
DNB Fund Renewable Energy | -3,06% |
MS INVF Asia Opportunity | -5,02% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,59% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 12,41% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,27% |
Pictet – Atlas – P EUR : 2 | 9,36% |
Sycomore Allocation Patrimoine R | 6,45% |
DNCA Invest Eurose A EUR | 4,31% |
Haas Epargne Patrimoine C | 6,89% |
OMNIBOND | 11,03% |
Dorval Global Conservative | 4,91% |
Federal Ethi-Patrimoine | 6,10% |
HELIUM INVEST | 6,59% |
CANDRIAM Risk Arbitrage | 5,51% |
Exane Pleiade Fund | 5,92% |
Axiom Short Duration Bond Fund | 6,80% |
Clartan Patrimoine C | 4,25% |
HELIUM FUND | 4,16% |
G FUND - ALPHA FIXED INCOME | 4,25% |
Trusteam Optimum A | 5,30% |
Durandal | 1,52% |
Sanso Short Duration C | 4,12% |
AIS Protect | 4,10% |
CANDRIAM Patrimoine Obli Inter | 4,36% |
Pluvalca Rentoblig | 4,65% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,89% |
Stratégie Rendement | 5,60% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,07% |
Dôm Reflex | 3,31% |
NN Green Bond | 3,62% |
Kirao Multicaps Alpha | 1,77% |
Fonds | 1 an |
---|---|
H2O Multibonds | 1,46% |
Axiom European Banks Equity | 56,13% |
Echiquier Artificial Intelligence B EUR | 34,91% |
BNP PARIBAS ENERGY TRANSITION | 3,26% |
MS INVF US Growth | 61,39% |
CANDRIAM Absolute Return Equity Market Neutral | 4,61% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,73% |
Invesco Global Consumer Trends | 33,21% |
DNB Fund Renewable Energy | -8,38% |
MS INVF Asia Opportunity | 28,53% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,28% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 11,30% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,90% |
Pictet – Atlas – P EUR : 2 | 6,43% |
Sycomore Allocation Patrimoine R | 5,62% |
DNCA Invest Eurose A EUR | 5,08% |
Haas Epargne Patrimoine C | 4,56% |
OMNIBOND | 9,71% |
Dorval Global Conservative | 2,96% |
Federal Ethi-Patrimoine | 5,27% |
HELIUM INVEST | 4,43% |
CANDRIAM Risk Arbitrage | 3,70% |
Exane Pleiade Fund | 3,01% |
Axiom Short Duration Bond Fund | 5,73% |
Clartan Patrimoine C | 4,08% |
HELIUM FUND | 3,51% |
G FUND - ALPHA FIXED INCOME | 4,13% |
Trusteam Optimum A | 4,84% |
Durandal | 2,48% |
Sanso Short Duration C | 3,63% |
AIS Protect | 2,07% |
CANDRIAM Patrimoine Obli Inter | 4,40% |
Pluvalca Rentoblig | 4,73% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
Stratégie Rendement | 6,01% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,70% |
Dôm Reflex | 3,88% |
NN Green Bond | 3,65% |
Kirao Multicaps Alpha | -0,90% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 7,05% |
Axiom European Banks Equity | 33,95% |
Echiquier Artificial Intelligence B EUR | 43,00% |
BNP PARIBAS ENERGY TRANSITION | -25,02% |
MS INVF US Growth | 38,87% |
CANDRIAM Absolute Return Equity Market Neutral | 5,41% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Invesco Global Consumer Trends | 18,18% |
DNB Fund Renewable Energy | -12,74% |
MS INVF Asia Opportunity | 0,63% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,20% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 6,22% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,58% |
Pictet – Atlas – P EUR : 2 | 3,14% |
Sycomore Allocation Patrimoine R | 1,49% |
DNCA Invest Eurose A EUR | 3,15% |
Haas Epargne Patrimoine C | 2,19% |
OMNIBOND | 4,22% |
Dorval Global Conservative | 1,38% |
Federal Ethi-Patrimoine | 1,07% |
HELIUM INVEST | 1,86% |
CANDRIAM Risk Arbitrage | 1,73% |
Exane Pleiade Fund | 2,88% |
Axiom Short Duration Bond Fund | 2,86% |
Clartan Patrimoine C | 2,08% |
HELIUM FUND | 2,57% |
G FUND - ALPHA FIXED INCOME | 2,73% |
Trusteam Optimum A | 0,86% |
Durandal | 0,17% |
Sanso Short Duration C | 1,73% |
AIS Protect | -1,12% |
CANDRIAM Patrimoine Obli Inter | 1,83% |
Pluvalca Rentoblig | 1,82% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,79% |
Stratégie Rendement | 2,41% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,03% |
Dôm Reflex | 2,90% |
NN Green Bond | -4,26% |
Kirao Multicaps Alpha | -4,63% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 13,13% |
Axiom European Banks Equity | 26,00% |
Echiquier Artificial Intelligence B EUR | 8,35% |
BNP PARIBAS ENERGY TRANSITION | -20,01% |
MS INVF US Growth | 8,45% |
CANDRIAM Absolute Return Equity Market Neutral | 1,08% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Invesco Global Consumer Trends | 3,20% |
DNB Fund Renewable Energy | -6,16% |
MS INVF Asia Opportunity | -1,60% |