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 | 0,27% |
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% |