L’approche thématique selon M&G
Rencontre avec Benjamin de Frouville, Directeur Commercial Distribution chez M&G France.
Rencontre avec Benjamin de Frouville, Directeur Commercial Distribution chez M&G France.
Pictet AM, considéré comme le pionnier européen de la gestion thématique, a lancé son premier fonds thématique en 1995. Un quart de siècle plus tard, la formule a fait florès et a essaimé dans de nombreuses équipes de gestion. Ces dernières y trouvent un levier de croissance et construisent ainsi une offre de diversification, désormais appréciée et bien comprise des investisseurs.
Rencontre avec Bertrand Conchon, Directeur Adjoint des Partenariats Distribution chez OFI Asset Management.
Rencontre avec Karim Carmoun, Président de Robeco France.
Rencontre avec Mario Petrachi, Directeur Commercial France et Luxembourg, GENERALI Investments Partners.
Lancé en 2020 au plus fort de la pandémie, le fonds G Fund New Deal Europe a pour objectif d’orienter l’épargne des français vers la relance économique en Europe. Mirela Agache Durand revient sur les convictions qui ont animé cette initiative et livre sa vision quant aux défis de la sortie de crise.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,93% |
Fonds | YTD |
---|---|
OMNIBOND | 10,76% |
Montségur Croissance C | 9,63% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,45% |
Pictet – Atlas – P EUR : 2 | 6,84% |
Axiom Short Duration Bond Fund | 6,28% |
Haas Epargne Patrimoine C | 5,34% |
Sycomore Allocation Patrimoine R | 4,52% |
Stratégie Rendement | 4,44% |
Trusteam Optimum A | 4,34% |
Exane Pleiade Fund | 4,30% |
CANDRIAM Risk Arbitrage | 4,08% |
G FUND - ALPHA FIXED INCOME | 3,97% |
Pluvalca Rentoblig | 3,96% |
AIS Protect | 3,85% |
Federal Ethi-Patrimoine | 3,85% |
Dorval Global Conservative | 3,78% |
Sanso Short Duration C | 3,66% |
CANDRIAM Patrimoine Obli Inter | 3,60% |
Clartan Patrimoine C | 3,55% |
DNCA Invest Eurose A EUR | 3,19% |
Durandal | 2,80% |
Dôm Reflex | 2,64% |
CT (LUX) EUROPEAN SOCIAL BOND | 2,63% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,48% |
HELIUM INVEST | 2,48% |
HELIUM FUND | 2,43% |
NN Green Bond | 1,89% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 39,18% |
Echiquier Artificial Intelligence B EUR | 25,11% |
MS INVF US Growth | 22,28% |
Invesco Global Consumer Trends | 16,80% |
abrdn Global Real Estate Active Thematics UCITS ETF | 7,97% |
CANDRIAM Absolute Return Equity Market Neutral | 3,78% |
DNB Fund Renewable Energy | -7,38% |
BNP PARIBAS ENERGY TRANSITION | -14,56% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,33% |
Fonds | 1 mois |
---|---|
OMNIBOND | -0,08% |
Montségur Croissance C | -0,92% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,13% |
Pictet – Atlas – P EUR : 2 | 0,06% |
Axiom Short Duration Bond Fund | 0,39% |
Haas Epargne Patrimoine C | -0,16% |
Sycomore Allocation Patrimoine R | 0,22% |
Stratégie Rendement | 0,49% |
Trusteam Optimum A | 0,14% |
Exane Pleiade Fund | 0,27% |
CANDRIAM Risk Arbitrage | 0,22% |
G FUND - ALPHA FIXED INCOME | 0,39% |
Pluvalca Rentoblig | 0,33% |
AIS Protect | 0,26% |
Federal Ethi-Patrimoine | 0,22% |
Dorval Global Conservative | -0,22% |
Sanso Short Duration C | 0,42% |
CANDRIAM Patrimoine Obli Inter | 0,41% |
Clartan Patrimoine C | 0,20% |
DNCA Invest Eurose A EUR | 0,06% |
Durandal | -0,57% |
Dôm Reflex | -0,04% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,25% |
HELIUM INVEST | 0,69% |
HELIUM FUND | 0,40% |
NN Green Bond | -0,60% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | -0,76% |
Echiquier Artificial Intelligence B EUR | 7,69% |
MS INVF US Growth | 10,99% |
Invesco Global Consumer Trends | 5,32% |
abrdn Global Real Estate Active Thematics UCITS ETF | -1,02% |
CANDRIAM Absolute Return Equity Market Neutral | -0,07% |
DNB Fund Renewable Energy | -3,26% |
BNP PARIBAS ENERGY TRANSITION | 0,15% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,92% |
Fonds | 1 an |
---|---|
OMNIBOND | 16,30% |
Montségur Croissance C | 23,47% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,83% |
Pictet – Atlas – P EUR : 2 | 8,71% |
Axiom Short Duration Bond Fund | 9,25% |
Haas Epargne Patrimoine C | 10,42% |
Sycomore Allocation Patrimoine R | 9,98% |
Stratégie Rendement | 9,81% |
Trusteam Optimum A | 8,63% |
Exane Pleiade Fund | 6,02% |
CANDRIAM Risk Arbitrage | 5,38% |
G FUND - ALPHA FIXED INCOME | 4,65% |
Pluvalca Rentoblig | 7,99% |
AIS Protect | 5,73% |
Federal Ethi-Patrimoine | 9,70% |
Dorval Global Conservative | 7,86% |
Sanso Short Duration C | 4,71% |
CANDRIAM Patrimoine Obli Inter | 6,26% |
Clartan Patrimoine C | 6,68% |
DNCA Invest Eurose A EUR | 6,93% |
Durandal | 5,87% |
Dôm Reflex | 7,13% |
CT (LUX) EUROPEAN SOCIAL BOND | 8,43% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 12,05% |
HELIUM INVEST | 6,20% |
HELIUM FUND | 4,42% |
NN Green Bond | 9,49% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 59,43% |
Echiquier Artificial Intelligence B EUR | 53,80% |
MS INVF US Growth | 59,19% |
Invesco Global Consumer Trends | 34,49% |
abrdn Global Real Estate Active Thematics UCITS ETF | 29,46% |
CANDRIAM Absolute Return Equity Market Neutral | 5,90% |
DNB Fund Renewable Energy | 15,93% |
BNP PARIBAS ENERGY TRANSITION | 0,81% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,05% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,22% |
Montségur Croissance C | 12,29% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 5,02% |
Pictet – Atlas – P EUR : 2 | 5,20% |
Axiom Short Duration Bond Fund | 6,89% |
Haas Epargne Patrimoine C | 5,41% |
Sycomore Allocation Patrimoine R | 6,80% |
Stratégie Rendement | 7,95% |
Trusteam Optimum A | 6,34% |
Exane Pleiade Fund | 2,46% |
CANDRIAM Risk Arbitrage | 1,78% |
G FUND - ALPHA FIXED INCOME | 3,94% |
Pluvalca Rentoblig | 6,17% |
AIS Protect | 1,84% |
Federal Ethi-Patrimoine | 6,41% |
Dorval Global Conservative | 3,48% |
Sanso Short Duration C | 3,86% |
CANDRIAM Patrimoine Obli Inter | 5,58% |
Clartan Patrimoine C | 5,58% |
DNCA Invest Eurose A EUR | 6,92% |
Durandal | 0,76% |
Dôm Reflex | 5,86% |
CT (LUX) EUROPEAN SOCIAL BOND | 5,35% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,16% |
HELIUM INVEST | 5,20% |
HELIUM FUND | 4,07% |
NN Green Bond | 4,47% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 44,35% |
Echiquier Artificial Intelligence B EUR | 25,40% |
MS INVF US Growth | 19,61% |
Invesco Global Consumer Trends | 14,57% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,81% |
DNB Fund Renewable Energy | -3,99% |
BNP PARIBAS ENERGY TRANSITION | -20,95% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,74% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,50% |
Montségur Croissance C | 0,72% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,71% |
Pictet – Atlas – P EUR : 2 | 1,70% |
Axiom Short Duration Bond Fund | 2,31% |
Haas Epargne Patrimoine C | 1,20% |
Sycomore Allocation Patrimoine R | 0,03% |
Stratégie Rendement | 2,24% |
Trusteam Optimum A | 0,30% |
Exane Pleiade Fund | 1,91% |
CANDRIAM Risk Arbitrage | 1,10% |
G FUND - ALPHA FIXED INCOME | 2,31% |
Pluvalca Rentoblig | 1,39% |
AIS Protect | -1,17% |
Federal Ethi-Patrimoine | 0,33% |
Dorval Global Conservative | 0,61% |
Sanso Short Duration C | 1,40% |
CANDRIAM Patrimoine Obli Inter | 1,44% |
Clartan Patrimoine C | 1,62% |
DNCA Invest Eurose A EUR | 2,79% |
Durandal | -0,21% |
Dôm Reflex | 2,83% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,31% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,30% |
HELIUM INVEST | 1,62% |
HELIUM FUND | 2,18% |
NN Green Bond | -4,75% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 21,79% |
Echiquier Artificial Intelligence B EUR | -7,50% |
MS INVF US Growth | -12,76% |
Invesco Global Consumer Trends | -8,47% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,35% |
DNB Fund Renewable Energy | -7,59% |
BNP PARIBAS ENERGY TRANSITION | -31,20% |