Retour au visuel initial de PER Objectif Retraite
Rang Tech. | OPCVM et Trackers / ETF | VL | Synthèse Tech- nique | Momentums | Accé- léra- tion | ROBO Analyse & Contrarian | ROBO Profil | Classe de Risque | PEA PME ISR | Focus Principal | Zone Géo | VOLAT -ilité | Ratio de Sharpe | Ratio de Sortino | Recul Maxi | Analyse | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Absolu | Relatif | ||||||||||||||||
67 | HMG Découvertes C | 307.2 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | PEA | Actions | France | + | +++++ | +++++ | +++ | Hausse |
65 | First Eagle Amundi Int'l AEC | 243.2 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | ++ | +++ | Hausse | |
61 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
61 | R Co Opal Equilibre | 476.5 | ++++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | + | ++++ | + | Hausse | |
61 | Mirova Women Lead. Equity RA | 159.1 | ++++ | +++++ | ++ | Neutre | * * * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | + | Hausse |
60 | Echiquier World Equity Growth G | 480.8 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | ++ | ++ | Hausse | |
59 | Fidelity World Fund AE | 39.60 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | Neutre | + | Hausse | |
59 | Mandarine Europe Microcap R | 24.50 | +++ | +++++ | ++ | Neutre | 3 | Equilibre | ISR PME | Actions | Europe | + | - - - - - | - - - - | - - - - | Hausse | |
59 | Tikehau Equity Selection R | 1 062 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | +++ | +++ | Hausse | |
57 | BGF US Flexible Eqty A2 | 60.60 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | USA | Neutre | +++++ | + | Neutre | Hausse | |
56 | M&G Lux Dynamic Allocation A | 11.00 | +++ | +++++ | + | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - - | + | ++ | Hausse | |
55 | Fundsmith Eqt. Fd. T | 63.40 | +++ | +++++ | + | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | +++ | +++ | Hausse | |
55 | Enjeux Croissance Monde | 253.6 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | + | ++++ | + | + | Hausse | |
53 | Taux = + 20% | +++ | +++++ | Monétaire | |||||||||||||
53 | DNCA Inv. Convertibles B | 156.5 | +++ | +++++ | Neutre | Neutre | * | 3 | Equilibre | ISR | Convert. | Europe | ++ | - - - - | Neutre | +++ | Neutre (+) |
53 | Stratégie Monde | 1 820 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | ++++ | +++ | +++ | Neutre (+) | |
52 | Roche Brune Euro PME Resp. P | 189.1 | +++ | +++++ | Neutre | Neutre | 4 | Equilibre | ISR PME | Actions | Euro Zone | Neutre | - - - - - | - | - - | Neutre (+) | |
52 | Fidelity American Growth A | 27.70 | +++ | +++++ | Neutre | Neutre | * * * * | 3 | Equilibre | Actions | USA | + | ++ | ++ | + | Neutre (+) | |
49 | Mandarine Global Microcap R | 173.3 | +++ | +++++ | Neutre | Neutre | 4 | Equilibre | Actions | Monde | + | - - - - - | - - - - | - - - | Neutre (+) | ||
44 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
10 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
0 | Taux ZERO | Neutre | Neutre | Monétaire |
Rang Tech. | OPCVM et Trackers / ETF | VL | Synthèse Tech- nique | Momentums | Accé- léra- tion | ROBO Analyse & Contrarian | ROBO Profil | Classe de Risque | PEA PME ISR | Focus Principal | Zone Géo | VOLAT -ilité | Ratio de Sharpe | Ratio de Sortino | Recul Maxi | Analyse | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Absolu | Relatif | ||||||||||||||||
61 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
51 | G Fund Europn. CV Bonds NC | 153.7 | +++ | +++++ | Neutre | Neutre | * * | 2 | Equilibre | Convert. | Europe | +++ | - - - | - | ++++ | Neutre (-) | |
50 | R Co Conviction Club C | 186.1 | +++ | +++++ | Neutre | Neutre | * * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - | ++++ | +++ | Neutre (-) | |
45 | Finaltis Titans R | 121.6 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | ++++ | +++ | +++ | Neutre (-) | |
44 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
42 | Invesco Pan Eurpn. High Income E | 22.90 | +++ | +++++ | - | Neutre | * * | 2 | Equilibre | Flexibles | Europe | +++ | - - | ++ | ++ | Conserver | |
41 | JPM IF Global Income D | 142.5 | +++ | +++++ | - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - | - - - | +++ | Conserver | ||
40 | Kirao Multicaps Alpha C | 115.3 | +++ | +++++ | - | Neutre | * | 3 | Equilibre | PEA | Flexibles | Euro Zone | ++ | - - - | - | +++ | Conserver |
39 | Ofi Inv. ESG MultiTrack R | 175.3 | ++ | +++++ | - | Neutre | * * | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Conserver |
39 | Vega Monde Patrimoine RC | 154.0 | ++ | +++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | Neutre | +++ | Conserver | |
39 | YCAP Tactical Invest. B | 99.10 | ++ | ++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | ++++ | - | +++ | Conserver | |
39 | MAM Global Strategies | 133.6 | ++ | +++++ | - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - - | - - | +++ | Conserver | ||
37 | Ofi Inv. ESG Equilibre RC | 104.8 | ++ | ++++ | - | Neutre | * * * * | 2 | Equilibre | ISR | Flexibles | Euro Zone | +++ | +++ | + | ++++ | Conserver |
37 | BNY Mellon Global Real Return A | 1.40 | ++ | ++++ | - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | + | Conserver | ||
33 | Carmignac Patrimoine E | 167.6 | ++ | ++++ | - | Neutre | * * | 3 | Equilibre | Flexibles | Monde | +++ | + | Neutre | +++ | Conserver | |
31 | Tikehau Eurpn. H/Y Units R | 149.7 | ++ | ++++ | - - | Neutre | * * | 2 | Equilibre | Oblig. | Euro Zone | +++ | + | ++++ | Neutre | Conserver | |
31 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
30 | M&G Lux Emerg. Mrkt Bond A | 12.70 | ++ | ++++ | - - | Neutre | * * | 3 | Equilibre | Oblig. | Emergents | ++ | +++ | - | ++++ | Conserver | |
25 | Schroder Glob. Credit Income A | 127.1 | ++ | +++ | - - | Neutre | 3 | Equilibre | Oblig. | Monde | +++ | - | - - - - - | Neutre | Conserver | ||
21 | Global Harmonie A | 1 198 | + | +++ | - - | Neutre | 3 | Equilibre | Flexibles | Monde | +++ | ++ | - | ++ | Conserver | ||
20 | JPM Global Healthcare D | 173.3 | + | +++ | - - | Neutre | 4 | Equilibre | Actions | Monde | Neutre | + | - - - - | - | Conserver | ||
17 | JPM Emerging Mrkt Sm'll Cap D | 164.2 | + | ++ | - - | Neutre | 4 | Equilibre | Actions | Emergents | Neutre | - - - | - - - | - - - | Conserver | ||
11 | CS L Smll/Mid Cap Alpha L/S. B | 161.3 | + | + | - - - | Neutre | 3 | Equilibre | Actions | Europe | ++ | - - - | +++ | +++ | Conserver | ||
10 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
7 | M&G Lux Optimal Income A | 10.30 | Neutre | + | - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | + | Neutre | ++++ | Conserver (-) | ||
4 | Lazard Convertible Global RC | 471.0 | Neutre | + | - - - - | Neutre | 3 | Equilibre | Convert. | Monde | + | Neutre | - - | Neutre | Conserver (-) | ||
3 | Templeton Global Total Return AAC | 22.40 | Neutre | Neutre | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - | - - - - - | ++ | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-15 | Fidelity Euro Bond E | 26.70 | - | - | - - - - | Neutre | 3 | Equilibre | Oblig. | Europe | ++ | - - | - - - - - | ++ | Baisse (-) | ||
-47 | Taux = - 5% | - - - | - - | Monétaire | |||||||||||||
-51 | Nordea Stable Return BP | 17.40 | - - - | - - - | - - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | +++ | - - | ++ | Baisse (-) | ||
-51 | M&G Lux Global Macro Bond A | 13.50 | - - - | - - - | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - - - | - - - - - | - - | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - | Monétaire | |||||||||||||
-85 | Nordea Alpha 10 MA BP | 12.90 | - - - - - | - - - - - | - - - - - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | Neutre | - - | - | Baisse (-) | ||
-91 | Taux = - 15% | - - - - - | - - - - - | Monétaire |