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 | ||||||||||||||||
65 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
55 | DNCA Inv. Beyond Alterosa A | 113.3 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | Neutre (+) |
54 | Lazard Patrimoine Equilibre | 3 276 | +++ | +++++ | Neutre | Neutre | * * * | 2 | Prudent | Flexibles | Monde | ++++ | - - | Neutre | +++++ | Neutre (+) | |
47 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
12 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
10 | Taux FG = + 3.5% | + | ++ | 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 | ||||||||||||||||
65 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
51 | Invest Latitude Equilibre A | 1 381 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - - - | ++++ | Neutre (+) | |
47 | Twenty First Exclusif 21 C | 2 119 | +++ | +++++ | Neutre | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - - - | ++++ | Neutre (-) | ||
47 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
40 | La Française Lux Carb. Impact Income R | 91.10 | +++ | +++++ | - | Neutre | * * | 2 | Prudent | Flexibles | Monde | +++ | - - - | - | ++++ | Conserver | |
39 | Fourpoints Equilibre R | 116.5 | ++ | +++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - | +++ | Conserver | ||
39 | Latitude Patrimoine A | 1 299 | ++ | ++++ | - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
38 | R Co Opal Modéré | 14.40 | ++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | + | ++ | Conserver | ||
38 | Stratégie Monde Equilibre | 1 194 | ++ | +++++ | - | Neutre | * * * | 2 | Prudent | Flexibles | Monde | +++ | +++ | Neutre | ++++ | Conserver | |
37 | DNCA Inv. Eurose B | 173.9 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | + | ++++ | ++++ | Conserver |
37 | Eurose C | 429.2 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | +++ | ++ | +++++ | ++++ | Conserver |
36 | IVO Fixed Income R | 133.6 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | Oblig. | Monde | ++++ | ++ | ++++ | ++++ | Conserver | |
35 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
35 | Pictet Multi Asset Global Opp. R | 122.4 | ++ | ++++ | - | Neutre | * | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - - | +++ | Conserver | |
35 | Eleva Absolute Return Europe A | 142.6 | ++ | ++++ | - | Neutre | 1 | Prudent | Actions | Europe | ++++ | - - - - - | ++++ | ++++ | Conserver | ||
34 | Ecofi Patrimoine P | 184.4 | ++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - | - - - - | ++++ | Conserver | ||
34 | Sextant Bond Picking A | 107.9 | ++ | ++++ | - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | ++++ | Conserver | ||
34 | Tikehau Intl. Cross Assets R | 695.8 | ++ | ++++ | - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++++ | - - - | +++++ | Conserver | |
34 | Axiom Short Duration Bond R | 1 122 | ++ | ++++ | - | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | - - - | - | +++ | Conserver | ||
33 | Sycomore Alloc. Patrimoine R | 144.1 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | Flexibles | Monde | ++++ | - - | ++ | ++++ | Conserver | |
32 | Schelcher Glb. High Yield ESG P | 205.1 | ++ | ++++ | - | Neutre | * * * | 2 | Prudent | Oblig. | Europe | ++++ | + | ++++ | +++ | Conserver | |
28 | Muzinich Europeyield A | 263.5 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | +++++ | ++++ | Conserver | |
28 | Echiquier Hybrid Bonds A | 102.3 | ++ | +++ | - - | Neutre | * * * | 1 | Prudent | Oblig. | Euro Zone | +++++ | +++ | ++ | ++++ | Conserver | |
28 | DNCA Inv. Alpha Bonds B | 120.8 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | ++++ | ++++ | +++++ | ++++ | Conserver | |
26 | M&G Lux Global Target Return A | 11.40 | ++ | +++ | - - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | - - - - - | +++ | +++++ | Conserver | ||
26 | Helium Selection B | 1 618 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Flexibles | Monde | +++++ | ++++ | +++++ | +++++ | Conserver | |
24 | Echiquier Alloc. Flexible A | 127.4 | + | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | ++ | Conserver | ||
24 | Schelcher Flex. Short Duration ESG P | 175.0 | + | +++ | - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | - - | +++++ | +++++ | Conserver | |
24 | Auris Euro Rendement R | 131.1 | + | +++ | - - | Neutre | * * * | 1 | Prudent | Flexibles | Europe | ++++ | +++ | +++ | +++ | Conserver | |
19 | R Co Conviction Credit Euro C | 455.1 | + | ++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | + | +++++ | Conserver | |
19 | Jupiter Merian Glb. Eqt. Abs. Ret. A | 1.50 | + | ++ | - - | Neutre | * * * | 2 | Prudent | Flexibles | Monde | ++++ | +++ | +++++ | ++++ | Conserver | |
18 | Stratégie Rendement Resp. P | 553.8 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | +++ | +++++ | Conserver | |
18 | Helium Performance B | 1 369 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++ | +++++ | +++++ | Conserver | |
17 | Candriam Patrimoine Obli Inter C | 1 288 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Oblig. | OCDE | +++++ | ++++ | ++++ | +++++ | Conserver | |
17 | Stratégie Monde Défensif | 1 011 | + | ++ | - - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - | ++++ | Conserver | ||
17 | Muzinich Enhancedyield Short Term A | 171.0 | + | ++ | - - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - | - - | ++++ | Conserver | ||
17 | H2O Largo NC | 113.3 | + | ++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | + | +++++ | +++++ | Conserver | |
17 | Patrimoine Réactif A | 114.1 | + | ++ | - - - | Neutre | 1 | Prudent | Flexibles | Monde | ++++ | - - - - - | - - - - - | ++++ | Conserver | ||
16 | Clartan Patrimoine C | 59.30 | + | ++ | - - - | Neutre | 1 | Prudent | Flexibles | Monde | ++++ | - - - | +++ | ++++ | Conserver | ||
15 | Sunny Euro Crédit R | 118.8 | + | ++ | - - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | Neutre | ++++ | Conserver | ||
12 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
10 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
6 | Mirova Euro Green+Sust.Corp.Bd. RA | 162.1 | Neutre | + | - - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | ++++ | + | - - - - | +++++ | Conserver (-) | |
5 | EdRF Bond Allocation A | 222.3 | Neutre | Neutre | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - | - - - - | ++++ | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire |