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 | ||||||||||||||||
82 | Taux = + 25% | +++++ | +++++ | Monétaire | |||||||||||||
78 | Franklin India A | 73.30 | ++++ | +++++ | ++++ | Neutre | * * * * * | 4 | Equilibre | Actions | Asie | + | +++++ | Neutre | - - | Hausse (+) | |
75 | Taux = + 20% | ++++ | +++++ | Monétaire | |||||||||||||
53 | Pictet Chinese Loc. Cur. Debt P | 107.2 | +++ | +++++ | + | Neutre | 2 | Equilibre | Oblig. | Asie | +++ | - - - - - | - - - - - | - - - - | Hausse | ||
50 | Fidelity Asian Smaller Cies. A | 36.20 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Actions | Asie | + | ++++ | + | + | Hausse | |
46 | Fidelity Global Multi Asset Income Y | 17.20 | +++ | +++++ | + | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | Neutre | Hausse | ||
44 | EdR SICAV Eqt. Euro Solve A | 110.2 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | ISR PEA | Actions | Euro Zone | + | +++ | +++++ | ++ | Hausse |
43 | R Co Valor Balanced C | 127.5 | +++ | +++++ | + | Neutre | * * * * * | 2 | Equilibre | Flexibles | Monde | +++ | +++ | +++ | +++ | Hausse | |
43 | HMG Découvertes C | 294.7 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | PEA | Actions | France | + | +++++ | +++++ | +++ | Hausse |
40 | M&G Lux Emerg. Mrkt Bond A | 12.60 | +++ | ++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Oblig. | Emergents | ++ | +++ | - | ++++ | Neutre (+) | |
40 | Cogefi Flex Dynamic P | 101.9 | +++ | +++++ | Neutre | Neutre | * * | 4 | Equilibre | Flexibles | Monde | Neutre | - - | - | ++ | Neutre (+) | |
39 | CM-AM Convertibles Euro RC | 15.90 | ++ | ++++ | + | Neutre | * * * | 3 | Equilibre | Convert. | Europe | +++ | - | - - | ++++ | Hausse | |
39 | Piquemal Hough. Glb. Equities R | 1 049 | ++ | +++++ | + | Neutre | 4 | Equilibre | Actions | Monde | Neutre | - - - - - | Neutre | - | Hausse | ||
39 | First Eagle Amundi Int'l AEC | 236.6 | ++ | ++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | ++ | +++ | Hausse | |
37 | LOS The Balanced PA | 145.4 | ++ | ++++ | Neutre | Neutre | * * * | 2 | Equilibre | Flexibles | Monde | +++ | - | - - - | +++ | Neutre (+) | |
35 | Templeton Asian Smaller Cies. A | 76.40 | ++ | ++++ | + | Neutre | 4 | Equilibre | Actions | Asie | Neutre | - - | - - | - - - - | Hausse | ||
35 | Carmignac Patrimoine E | 166.4 | ++ | ++++ | + | Neutre | * * * * * | 2 | Equilibre | Flexibles | Monde | +++ | + | Neutre | +++ | Hausse | |
35 | Sapienta Global Opport. C | 112.2 | ++ | +++ | Neutre | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - | ++ | ++ | Neutre (+) | |
34 | Tikehau Credit Plus R | 148.0 | ++ | +++ | Neutre | Neutre | * * * * | 2 | Equilibre | Oblig. | Euro Zone | +++ | + | ++++ | Neutre | Neutre (+) | |
34 | M&G Lux Dynamic Allocation A | 10.70 | ++ | +++ | Neutre | Neutre | * * | 3 | Equilibre | Flexibles | Monde | ++ | - - - | + | ++ | Neutre (+) | |
34 | HMG Découvertes PME C | 144.3 | ++ | ++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | PME | Actions | France | + | +++ | ++++ | Neutre | Neutre (+) |
33 | Lazard Patrimoine Croissance C | 527.2 | ++ | ++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | +++ | ++++ | Neutre (+) | |
33 | Fidelity World Fund AE | 38.10 | ++ | ++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | Neutre | + | Hausse | |
32 | Mandarine Global Microcap R | 168.4 | ++ | ++++ | Neutre | Neutre | 4 | Equilibre | Actions | Monde | + | - - - - - | - - - - | - - - | Neutre (+) | ||
32 | Enjeux Croissance Monde | 246.7 | ++ | ++++ | + | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | + | ++++ | + | + | Hausse | |
31 | Agilis R | 188.7 | ++ | ++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | +++ | +++ | Neutre (+) | |
29 | Russell Inv. World Equity Fd. II EHT | 237.4 | ++ | ++++ | + | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | +++ | + | Hausse | |
29 | Varenne Valeur A | 419.1 | ++ | +++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | + | - - - | Neutre | - - | Neutre (+) | ||
28 | Latitude Croissance A | 168.1 | ++ | +++ | Neutre | Neutre | * | 3 | Equilibre | Flexibles | Monde | ++ | ++++ | - - - - | ++ | Neutre (+) | |
28 | Mirova Global Sust. Equity RA | 300.8 | ++ | ++ | + | Neutre | * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | - | Hausse |
27 | Echiquier World Equity Growth G | 466.6 | ++ | +++ | + | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | ++ | ++ | Hausse | |
26 | ABN Amro Parnassus US ESG Eqts A | 221.4 | ++ | +++ | Neutre | Neutre | * * * * | 4 | Equilibre | ISR | Actions | USA | Neutre | +++++ | ++ | Neutre | Neutre (+) |
26 | CM-AM Flexible Euro RC | 16.50 | ++ | +++ | + | Neutre | * * * * | 3 | Equilibre | PEA | Flexibles | Europe | + | - - | ++ | +++ | Hausse |
24 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
22 | Wise World ISR | 146.5 | + | ++ | Neutre | Neutre | * * * * | 4 | Equilibre | Actions | Monde | Neutre | +++++ | ++ | + | Neutre (+) | |
21 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
17 | Capital Group New Persp. B | 20.20 | + | ++ | Neutre | Neutre | * * * * | 4 | Equilibre | Actions | Monde | Neutre | +++++ | ++ | ++ | Neutre (+) | |
15 | JPM Global Healthcare D | 171.7 | + | + | Neutre | Neutre | 4 | Equilibre | Actions | Monde | Neutre | + | - - - - | - | Neutre (+) | ||
11 | Athymis Millennial P | 177.5 | + | + | Neutre | Neutre | * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | - - | Neutre | Neutre (+) | |
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 | ||||||||||||||||
82 | Taux = + 25% | +++++ | +++++ | Monétaire | |||||||||||||
35 | Acatis Value Event A | 362.5 | ++ | +++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++++ | ++ | +++ | ||
34 | BNY Mellon Global Real Return A | 1.40 | ++ | +++ | Neutre | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | + | Neutre (-) | ||
33 | Lumyna PSAM Glb. Event UCITS C | 104.0 | ++ | +++ | Neutre | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | Neutre | Neutre (-) | ||
30 | GIS Glb. Multi Asset Income DX | 120.2 | ++ | +++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | +++++ | ++ | ||
29 | Russell Inv. Multi Ass. Growth Strat. Eur. B | 13.10 | ++ | +++ | Neutre | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | +++ | +++ | - | +++ | Neutre (-) | |
27 | Equilibre Ecologique C | 1 346 | ++ | ++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - - | - - - - | ++ | Neutre (-) | ||
26 | TOBAM AntiBench. Mult. Asset B1 | 93.40 | ++ | ++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - | - - - - | ++ | Neutre (-) | ||
24 | Amplegest Long/Short AC | 108.4 | + | ++ | Neutre | Neutre | * | 3 | Equilibre | Actions | Europe | ++ | - - - | +++ | ++ | Neutre (-) | |
24 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
21 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
19 | Tempo | 158.1 | + | ++ | - | Neutre | 4 | Equilibre | Flexibles | OCDE | Neutre | - - - - - | - - - | - - - | Conserver | ||
14 | Candriam Sust. Eqt. World C | 34.10 | + | + | Neutre | Neutre | * | 4 | Equilibre | ISR | Actions | Monde | Neutre | +++ | Neutre | Neutre | Neutre (-) |
13 | GLG Smallcaps A | 308.2 | + | + | - | Neutre | 3 | Equilibre | PEA | Actions | Euro Zone | + | - - - | + | + | Conserver | |
11 | Kirao Multicaps Alpha C | 111.9 | + | + | - | Neutre | 3 | Equilibre | PEA | Flexibles | Euro Zone | ++ | - - - | - | +++ | Conserver | |
10 | Comgest Growth Global Flex | 13.90 | + | + | - - | Neutre | * * | 4 | Equilibre | Flexibles | Monde | + | +++++ | ++ | +++ | Conserver | |
9 | Ofi Inv. ESG MultiTrack R | 170.4 | Neutre | + | - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Conserver | |
6 | Tikehau Equity Selection R | 1 003 | Neutre | Neutre | - | Neutre | * * | 3 | Equilibre | Actions | Monde | + | +++++ | +++ | +++ | Conserver | |
1 | Dauphine Megatrends C | 142.5 | Neutre | Neutre | - - | Neutre | 4 | Equilibre | Flexibles | Monde | Neutre | +++ | - | Neutre | Conserver | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-2 | H2O Moderato FCP NC | 115.7 | Neutre | Neutre | - | Neutre | * * | 3 | Equilibre | Flexibles | Monde | ++ | + | +++++ | +++ | Baisse | |
-5 | BGF ESG Multi Asset A2 | 18.40 | Neutre | Neutre | - - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | - - | - - - - - | + | Baisse | |
-10 | Lazard Credit Opport. RC | 652.5 | - | Neutre | - - | Neutre | 4 | Equilibre | Oblig. | Monde | + | - - - - - | - - - | - - - - | Baisse | ||
-14 | BlueBay Inv. Grade Gov. Bond R | 121.4 | - | - | - - | Neutre | 3 | Equilibre | Oblig. | Europe | ++ | + | - - - - - | +++ | Baisse | ||
-18 | Mirova Global Green Bond IA | 724.0 | - | - | - - | Neutre | 2 | Equilibre | ISR | Oblig. | Monde | +++ | - | - - - - - | +++ | Baisse | |
-26 | GLG Green Impact A | 381.5 | - - | - | - - | Neutre | 4 | Equilibre | PEA | Actions | Europe | + | Neutre | Neutre | + | Baisse | |
-37 | FTGF BW Glb. Inc. Optim. A | 98.30 | - - | - - | - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - | - - - - | ++ | Baisse | ||
-39 | Lazard Convertible Global RC | 464.0 | - - | - - | - - - | Neutre | 3 | Equilibre | Convert. | Monde | + | Neutre | - - | Neutre | Baisse | ||
-41 | JPM Global Gov. Bond A | 11.80 | - - - | - - - | - - - | Neutre | 2 | Equilibre | Oblig. | Monde | +++ | - - - | - - - - - | ++ | Baisse | ||
-49 | M&G Lux Optimal Income A | 10.10 | - - - | - - - | - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | + | Neutre | ++++ | Baisse | ||
-49 | Taux = - 5% | - - - | - - - | Monétaire | |||||||||||||
-50 | Talence Sélection PME AC | 175.3 | - - - | - - - | - - - | Neutre | 4 | Equilibre | PME | Actions | France | Neutre | - - - - - | - - - | - - - | Baisse | |
-55 | Nordea Stable Return BP | 17.30 | - - - | - - - | - - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | +++ | - - | ++ | Baisse (-) | ||
-68 | M&G Lux Global Macro Bond A | 13.50 | - - - - | - - - - | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - - - | - - - - - | - - | Baisse (-) | ||
-72 | Nordea Alpha 10 MA BP | 13.10 | - - - - | - - - - - | - - - - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | Neutre | - - | - - | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - - | Monétaire |