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 | ||||||||||||||||
68 | HMG Découvertes C | 306.9 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | PEA | Actions | France | + | +++++ | +++++ | +++ | Hausse |
67 | First Eagle Amundi Int'l AEC | 243.6 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | ++ | +++ | Hausse | |
63 | Echiquier World Equity Growth G | 481.0 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | ++ | ++ | Hausse | |
62 | R Co Opal Equilibre | 475.6 | ++++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | + | ++++ | + | Hausse | |
62 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
61 | BGF US Flexible Eqty A2 | 60.40 | ++++ | +++++ | ++ | Neutre | * * * * | 4 | Equilibre | Actions | USA | Neutre | +++++ | + | Neutre | 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 | |
58 | Tikehau Equity Selection R | 1 060 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | +++ | +++ | Hausse | |
55 | Roche Brune Euro PME Resp. P | 189.8 | +++ | +++++ | + | Neutre | 4 | Equilibre | ISR PME | Actions | Euro Zone | Neutre | - - - - - | - | - - | Hausse | |
54 | Enjeux Croissance Monde | 252.5 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | + | ++++ | + | + | Hausse | |
54 | DNCA Inv. Convertibles B | 156.5 | +++ | +++++ | Neutre | Neutre | * | 3 | Equilibre | ISR | Convert. | Europe | ++ | - - - - | Neutre | +++ | Neutre (+) |
54 | M&G Lux Dynamic Allocation A | 10.90 | +++ | +++++ | Neutre | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - - | + | ++ | Neutre (+) | |
54 | Taux = + 20% | +++ | +++++ | Monétaire | |||||||||||||
52 | Mandarine Global Microcap R | 173.7 | +++ | +++++ | Neutre | Neutre | 4 | Equilibre | Actions | Monde | + | - - - - - | - - - - | - - - | Neutre (+) | ||
51 | Mirova Women Lead. Equity RA | 157.9 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | + | Hausse |
51 | Fidelity American Growth A | 27.70 | +++ | +++++ | Neutre | Neutre | * * * * | 3 | Equilibre | Actions | USA | + | ++ | ++ | + | Neutre (+) | |
49 | Stratégie Monde | 1 812 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | ++++ | +++ | +++ | Neutre (+) | |
47 | Fundsmith Eqt. Fd. T | 62.80 | +++ | ++++ | Neutre | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | +++ | +++ | Neutre (+) | |
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
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 | |||||||||||||
49 | G Fund Europn. CV Bonds NC | 153.2 | +++ | +++++ | Neutre | Neutre | * * | 2 | Equilibre | Convert. | Europe | +++ | - - - | - | ++++ | Neutre (-) | |
47 | R Co Conviction Club C | 185.5 | +++ | +++++ | Neutre | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - | ++++ | +++ | Neutre (-) | |
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
42 | Ofi Inv. ESG MultiTrack R | 175.5 | +++ | +++++ | Neutre | Neutre | * * | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Neutre (-) |
42 | Finaltis Titans R | 121.2 | +++ | +++++ | Neutre | Neutre | * * * * | 3 | Equilibre | Flexibles | Monde | + | ++++ | +++ | +++ | Neutre (-) | |
41 | Invesco Pan Eurpn. High Income E | 22.90 | +++ | +++++ | - | Neutre | * * | 2 | Equilibre | Flexibles | Europe | +++ | - - | ++ | ++ | Conserver | |
41 | Ofi Inv. ESG Equilibre RC | 105.1 | +++ | +++++ | - | Neutre | * * * * | 2 | Equilibre | ISR | Flexibles | Euro Zone | +++ | +++ | + | ++++ | Conserver |
39 | JPM IF Global Income D | 142.2 | ++ | ++++ | - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - | - - - | +++ | Conserver | ||
38 | BNY Mellon Global Real Return A | 1.40 | ++ | ++++ | - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | + | Conserver | ||
38 | Carmignac Patrimoine E | 168.1 | ++ | ++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | +++ | + | Neutre | +++ | Conserver | |
35 | MAM Global Strategies | 133.1 | ++ | ++++ | - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - - | - - | +++ | Conserver | ||
34 | Kirao Multicaps Alpha C | 114.6 | ++ | ++++ | - | Neutre | 3 | Equilibre | PEA | Flexibles | Euro Zone | ++ | - - - | - | +++ | Conserver | |
32 | Vega Monde Patrimoine RC | 153.1 | ++ | ++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | Neutre | +++ | Conserver | |
32 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
29 | Tikehau Eurpn. H/Y Units R | 149.5 | ++ | ++++ | - - | Neutre | * * | 2 | Equilibre | Oblig. | Euro Zone | +++ | + | ++++ | Neutre | Conserver | |
28 | YCAP Tactical Invest. B | 98.30 | ++ | +++ | - - | Neutre | * * | 3 | Equilibre | Flexibles | Monde | ++ | ++++ | - | +++ | Conserver | |
26 | JPM Global Healthcare D | 174.2 | ++ | +++ | - | Neutre | 4 | Equilibre | Actions | Monde | Neutre | + | - - - - | - | Conserver | ||
25 | Schroder Glob. Credit Income A | 127.0 | ++ | +++ | - - | Neutre | 3 | Equilibre | Oblig. | Monde | +++ | - | - - - - - | Neutre | Conserver | ||
24 | M&G Lux Emerg. Mrkt Bond A | 12.60 | + | +++ | - - | Neutre | * * | 3 | Equilibre | Oblig. | Emergents | ++ | +++ | - | ++++ | Conserver | |
22 | Global Harmonie A | 1 198 | + | +++ | - - | Neutre | * | 3 | Equilibre | Flexibles | Monde | +++ | ++ | - | ++ | Conserver | |
11 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
7 | JPM Emerging Mrkt Sm'll Cap D | 163.0 | Neutre | + | - - - | Neutre | 4 | Equilibre | Actions | Emergents | Neutre | - - - | - - - | - - - | Conserver | ||
5 | Fidelity Euro Bond E | 26.90 | Neutre | + | - - - | Neutre | 3 | Equilibre | Oblig. | Europe | ++ | - - | - - - - - | ++ | Conserver (-) | ||
5 | M&G Lux Optimal Income A | 10.30 | Neutre | Neutre | - - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | + | Neutre | ++++ | Conserver (-) | ||
3 | Templeton Global Total Return AAC | 22.40 | Neutre | Neutre | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - | - - - - - | ++ | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-5 | Lazard Convertible Global RC | 469.4 | Neutre | Neutre | - - - - | Neutre | 3 | Equilibre | Convert. | Monde | + | Neutre | - - | Neutre | Baisse (-) | ||
-17 | CS L Smll/Mid Cap Alpha L/S. B | 159.7 | - | - | - - - - | Neutre | 3 | Equilibre | Actions | Europe | ++ | - - - | +++ | +++ | Baisse (-) | ||
-47 | Taux = - 5% | - - - | - - | Monétaire | |||||||||||||
-52 | Nordea Stable Return BP | 17.40 | - - - | - - - | - - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | +++ | - - | ++ | Baisse (-) | ||
-57 | M&G Lux Global Macro Bond A | 13.50 | - - - | - - - | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - - - | - - - - - | - - | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - | Monétaire | |||||||||||||
-87 | Nordea Alpha 10 MA BP | 12.90 | - - - - - | - - - - - | - - - - - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | Neutre | - - | - | Baisse (-) | ||
-90 | Taux = - 15% | - - - - - | - - - - - | Monétaire |