Retour au visuel initial de PER Generali Patrimoine
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 | ||||||||||||||||
95 | Ixios Gold P | 1 649 | +++++ | +++++ | +++++ | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | Neutre | Neutre | - - - - - | Hausse (+) | |
83 | Sycomore Sélect. Responsable R | 510.0 | +++++ | +++++ | ++++ | Neutre | * * * * * | 5 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | + | ++++ | Neutre | Hausse (+) |
80 | GIS SRI European Equity DX | 246.4 | +++++ | +++++ | ++++ | Neutre | * * * * | 5 | Dynamique | ISR | Actions | Europe | - - | - | +++ | + | Hausse (+) |
80 | Thematics Waters RA | 182.1 | +++++ | +++++ | ++++ | Neutre | * * * * | 5 | Dynamique | ISR | Actions | Monde | - | Neutre | Neutre | Neutre | Hausse (+) |
79 | GemChina R | 91.00 | ++++ | +++++ | ++++ | Neutre | 7 | Audace | ISR | Actions | Asie | - - - - - | - - - - - | - - - - | - - - - - | Hausse (+) | |
78 | Centifolia C | 467.0 | ++++ | +++++ | ++++ | Neutre | * * * | 5 | Dynamique | ISR PEA | Actions | France | - - - | Neutre | +++++ | - - - | Hausse (+) |
77 | DNCA Actions S/M Cap Euro R | 499.6 | ++++ | +++++ | +++ | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - - | ++++ | - - - - | Hausse (+) | |
76 | Nordea Emerg. Stars Eqty. BPE | 127.7 | ++++ | +++++ | +++ | Neutre | 5 | Dynamique | ISR | Actions | Emergents | - - | - - - | - - - - | - - - - | Hausse | |
76 | Carmignac Emergents A | 1 258 | ++++ | +++++ | +++ | Neutre | 6 | Audace | ISR | Actions | Emergents | - - - - | ++ | Neutre | - - - - | Hausse (+) | |
73 | Vega Transformation Resp. RC | 138.4 | ++++ | +++++ | +++ | Neutre | * * * | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - | ++++ | Neutre | Hausse |
71 | Ofi Inv. ESG Equity Climate Change RC | 1 550 | ++++ | +++++ | +++ | Neutre | * | 6 | Audace | ISR PEA | Actions | Europe | - - - | - - | ++ | - - - | Hausse |
70 | Sycomore FS Eurp. Happy @ Work R | 171.1 | ++++ | +++++ | +++ | Neutre | * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | - - | +++ | - - | Hausse |
70 | Mandarine Global Sport R | 110.1 | ++++ | +++++ | +++ | Neutre | * * | 5 | Dynamique | ISR | Actions | Monde | - | - - - | Neutre | - | Hausse |
70 | Roche Brune Eurp. Val. Resp. P | 3 553 | ++++ | +++++ | +++ | Neutre | * * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | Neutre | +++++ | Neutre | Hausse |
68 | Mirova Euro Sust. Eqty RA | 154.7 | ++++ | +++++ | ++ | Neutre | * * | 6 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | - - | ++++ | Neutre | Hausse |
68 | Echiquier Positive Impact Europe A | 299.6 | ++++ | +++++ | +++ | Neutre | * * * * | 5 | Dynamique | ISR PEA | Actions | Europe | - - | ++ | ++ | Neutre | Hausse |
65 | Ecofi Enjeux Futurs C | 125.1 | ++++ | +++++ | ++ | Neutre | * * * | 5 | Dynamique | ISR | Actions | Monde | - | + | + | - - | Hausse |
65 | Pluvalca Sust. Opportunities A | 150.3 | ++++ | +++++ | +++ | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - - | Hausse | |
65 | Mirova Global Sust. Equity RA | 312.5 | ++++ | +++++ | ++ | Neutre | * * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | - | Hausse |
65 | Sycomore FS Eurp. Eco Solutions R | 159.1 | ++++ | +++++ | +++ | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - - | Hausse | |
64 | Mandarine Premium Europe R | 283.3 | ++++ | +++++ | ++ | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - - | - - - - | + | - - - | Hausse | |
63 | BGF Sustainable Energy A2 | 15.90 | ++++ | +++++ | ++ | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | - - - | Neutre | - - - - | Hausse | |
62 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
61 | Mirova Europe Environnement RC | 2 015 | ++++ | +++++ | ++ | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - | - - - - | Hausse | |
61 | Ofi Inv. ESG Euro Equity Smart Beta XL | 110.4 | ++++ | +++++ | ++ | Neutre | 6 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | - - - - | Neutre | - | Hausse | |
61 | Erasmus Small Cap Euro R | 264.7 | ++++ | +++++ | ++ | Neutre | 5 | Dynamique | ISR PME | Actions | Euro Zone | - - | - - - - | Neutre | - | Hausse | |
61 | Quadrige Rendt France Midcaps C | 219.3 | ++++ | +++++ | ++ | Neutre | 6 | Audace | ISR PEA | Actions | France | - - - | - - - - | +++ | - - - - | Hausse | |
60 | EdR SICAV Euro Sustainable Equity A | 587.8 | ++++ | +++++ | + | Neutre | * * * * | 5 | Dynamique | ISR PEA | Actions | Euro Zone | - - | ++ | ++++ | + | Hausse |
59 | Mirova Europe Envir. Equity RA | 185.2 | +++ | +++++ | + | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - | Hausse | |
58 | DNCA Inv. SRI Norden Eurp A | 220.8 | +++ | +++++ | + | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - | - | - | - - - - - | Hausse | |
58 | Portzamparc Entrepreneurs ISR C | 105.5 | +++ | +++++ | + | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - - | - - | + | - - - - | Hausse | |
58 | ABN Amro Parnassus US ESG Eqts A | 229.3 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | ISR | Actions | USA | Neutre | +++++ | ++ | Neutre | Hausse |
58 | Ecofi Trajectoires Durables C | 180.3 | +++ | +++++ | ++ | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - - | - - | - - - | Hausse | |
57 | Eleva Sust. Impact Europe A | 109.4 | +++ | +++++ | + | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - | - - - - | + | - | Hausse | |
56 | EdR SICAV Eqt. Euro Solve A | 112.8 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | ISR PEA | Actions | Euro Zone | + | +++ | +++++ | ++ | Hausse |
55 | Sycomore Inclusive Jobs RC | 85.90 | +++ | +++++ | + | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - | - - - - | - - | - - | Hausse | |
54 | Taux = + 20% | +++ | +++++ | Monétaire | |||||||||||||
54 | GIS SRI Ageing Population DX | 165.0 | +++ | +++++ | + | Neutre | * * | 5 | Dynamique | ISR | Actions | Europe | - - | Neutre | +++ | - | Hausse |
54 | AB Sustain. Glob'l Thematic A | 42.00 | +++ | +++++ | + | Neutre | * * | 4 | Dynamique | ISR | Actions | Monde | - | +++ | - | - | Hausse |
54 | Carmignac Ptf. Grande Europe A | 341.4 | +++ | +++++ | + | Neutre | * * * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | ++++ | ++++ | Neutre | Hausse |
53 | Candriam Eqties. L Oncology Imp. C | 207.8 | +++ | +++++ | + | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | - - - | - - | - - - - | Hausse | |
53 | Pictet Global Envir. Opport. P | 360.2 | +++ | +++++ | + | Neutre | * | 5 | Dynamique | ISR | Actions | Monde | - - | ++ | Neutre | - - | Hausse |
53 | Carmignac Ptf. Patrim. Europe A | 132.7 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | - - - | - - - - | ++++ | Neutre (+) |
51 | Palatine Planète I | 41.30 | +++ | +++++ | Neutre | Neutre | * | 6 | Audace | ISR PEA | Actions | Europe | - - - | - - | +++ | - | Neutre (+) |
49 | Pluvalca Disrupt. Opport. A | 129.9 | +++ | +++++ | Neutre | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - - | - - - | - - | - - - - - | Neutre (+) | |
49 | Thematics Meta RA | 171.4 | +++ | +++++ | Neutre | Neutre | * * * | 4 | Dynamique | ISR | Actions | Monde | Neutre | +++ | Neutre | + | Neutre (+) |
49 | Sycomore FS Global Hum. Cap. RC | 104.1 | +++ | ++++ | + | Neutre | * * * * | 4 | Dynamique | ISR | Actions | Monde | Neutre | ++++ | ++ | + | Hausse |
46 | Candriam Sust. Eqt. World C | 35.60 | +++ | +++++ | Neutre | Neutre | * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | +++ | Neutre | Neutre | Neutre (+) |
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
45 | Insertion Emplois Dynamique RC | 281.8 | +++ | +++++ | Neutre | Neutre | * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | Neutre | +++ | Neutre | |
44 | Thematics AI and Robotics RA | 216.7 | +++ | ++++ | Neutre | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - | ++++ | +++ | - - - - | Neutre (+) | |
33 | Thematics Safety RA | 168.9 | ++ | ++++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | ++++ | Neutre | - - - | Neutre (-) | |
11 | 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 | ||||||||||||||||
62 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
51 | DNCA Inv. Beyond Alterosa A | 112.8 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | |
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
43 | Ofi Inv. ESG MultiTrack R | 175.5 | +++ | +++++ | Neutre | Neutre | * * | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Neutre (-) |
41 | Choix Solidaire C | 80.60 | +++ | +++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - | +++++ | Conserver |
40 | BGF ESG Multi Asset A2 | 19.10 | +++ | +++++ | - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | - - | - - - - - | + | Conserver | |
38 | Quadrige Multicaps Europe C | 139.1 | ++ | ++++ | Neutre | Neutre | * | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - | +++++ | Neutre | Neutre (-) |
38 | Athymis Better Life | 141.7 | ++ | ++++ | Neutre | Neutre | 6 | Audace | ISR | Actions | Monde | - - - | Neutre | Neutre | Neutre | Neutre (-) | |
37 | Eurose C | 429.1 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | Conserver |
35 | EdRF Income Europe A | 127.0 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | + | +++ | Conserver |
32 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
31 | M&G Lux Positive Impact A | 15.20 | ++ | ++++ | - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | - - - | - - | Neutre | Conserver | |
27 | Ofi Inv. ESG Prudent Euro RC | 97.00 | ++ | +++ | - - | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - - | +++++ | Conserver |
17 | La Française Trésorerie ISR R | 89 581 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | ++++ | +++++ | Conserver |
17 | Generali Trésorerie ISR B | 3 660 | + | ++ | - - - | Neutre | * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | - | +++++ | Conserver |
17 | Candriam Sust. Bond Glb. H/Y C | 111.5 | + | ++ | - - - | Neutre | * * | 1 | Prudent | ISR | Oblig. | Monde | ++++ | +++ | ++ | +++++ | Conserver |
16 | Octo Crédit ISR Court Terme B | 1 071 | + | ++ | - - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | +++++ | - - - - | Neutre | +++++ | Conserver | |
11 | Sycomore FS Sust. Tech R | 150.5 | + | ++ | - | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | +++++ | ++++ | - - - - | Conserver | |
11 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
8 | Lonvia Avenir Mid Cap Eurp. Retail | 99.00 | Neutre | + | - - | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - | - - | - - - - - | Conserver | |
6 | Thematics Susbc. Economy RA | 131.4 | Neutre | + | - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | +++ | - - | - | Conserver | |
6 | DNCA Inv. Glb. New World A | 90.20 | Neutre | ++ | - - - | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | +++++ | +++ | - - - | Conserver | |
4 | EdRF Healthcare A | 1 403 | Neutre | + | - - - | Neutre | 4 | Dynamique | ISR | Actions | Monde | - | + | - | Neutre | Conserver (-) | |
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-1 | Lazard Patrimoine SRI RC | 124.9 | Neutre | Neutre | - - - - | Neutre | 2 | Prudent | ISR | Flexibles | Monde | ++++ | - - - - - | - - - - | Neutre | Baisse (-) | |
-9 | Mirova Global Green Bond IA | 726.6 | Neutre | Neutre | - - - - | Neutre | 2 | Equilibre | ISR | Oblig. | Monde | +++ | - | - - - - - | +++ | Baisse (-) | |
-47 | Taux = - 5% | - - - | - - | Monétaire |