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 | |||||||||||||
81 | Ixios Gold P | 1 531 | +++++ | +++++ | +++++ | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | Neutre | Neutre | - - - - - | Hausse (+) | |
75 | Taux = + 20% | ++++ | +++++ | Monétaire | |||||||||||||
55 | Ofi Inv. ESG Euro Equity Smart Beta XL | 107.1 | +++ | +++++ | ++ | Neutre | 6 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | - - - - | Neutre | - | Hausse | |
53 | Centifolia C | 443.0 | +++ | +++++ | ++ | Neutre | * * * | 5 | Dynamique | ISR PEA | Actions | France | - - - | Neutre | +++++ | - - - | Hausse |
51 | DNCA Actions S/M Cap Euro R | 476.9 | +++ | ++++ | +++ | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - - | ++++ | - - - - | Hausse | |
50 | GIS SRI European Equity DX | 236.2 | +++ | ++++ | +++ | Neutre | * * * * | 5 | Dynamique | ISR | Actions | Europe | - - | - | +++ | + | Hausse |
44 | EdR SICAV Eqt. Euro Solve A | 110.2 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | ISR PEA | Actions | Euro Zone | + | +++ | +++++ | ++ | Hausse |
42 | Choix Solidaire C | 79.40 | +++ | ++++ | Neutre | Neutre | * * * * * | 1 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | +++ | +++++ | Neutre (+) |
42 | Sycomore Sélect. Responsable R | 483.3 | +++ | ++++ | +++ | Neutre | * * * * | 5 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | + | ++++ | Neutre | Hausse |
40 | DNCA Inv. Beyond Alterosa A | 109.9 | +++ | +++ | Neutre | Neutre | * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | Neutre (+) |
39 | Eurose C | 422.7 | ++ | +++ | Neutre | Neutre | * * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | Neutre (+) |
38 | Carmignac Ptf. Patrim. Europe A | 129.7 | ++ | ++++ | Neutre | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | - - - | - - - - | ++++ | Neutre (+) |
33 | Thematics Waters RA | 170.3 | ++ | +++ | + | Neutre | * * | 5 | Dynamique | ISR | Actions | Monde | - | Neutre | Neutre | Neutre | Hausse |
30 | Carmignac Emergents A | 1 195 | ++ | ++++ | + | Neutre | 6 | Audace | ISR | Actions | Emergents | - - - - | ++ | Neutre | - - - - | Hausse | |
29 | Mirova Euro Sust. Eqty RA | 147.2 | ++ | +++ | Neutre | Neutre | * | 6 | Dynamique | ISR PEA | Actions | Euro Zone | - - - | - - | ++++ | Neutre | Neutre (+) |
29 | Roche Brune Eurp. Val. Resp. P | 3 398 | ++ | ++++ | + | Neutre | * * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | Neutre | +++++ | Neutre | Hausse |
28 | Mirova Global Sust. Equity RA | 300.8 | ++ | ++ | + | Neutre | * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | - | Hausse |
27 | Mandarine Premium Europe R | 270.3 | ++ | ++++ | Neutre | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - - | - - - - | + | - - - | Neutre (+) | |
26 | Nordea Emerg. Stars Eqty. BPE | 122.5 | ++ | ++++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Emergents | - - | - - - | - - - - | - - - - | Neutre (+) | |
26 | ABN Amro Parnassus US ESG Eqts A | 221.4 | ++ | +++ | Neutre | Neutre | * * * * | 4 | Equilibre | ISR | Actions | USA | Neutre | +++++ | ++ | Neutre | Neutre (+) |
25 | EdR SICAV Euro Sustainable Equity A | 569.7 | ++ | +++ | Neutre | Neutre | * * * | 5 | Dynamique | ISR PEA | Actions | Euro Zone | - - | ++ | ++++ | + | |
24 | Ofi Inv. ESG Equity Climate Change RC | 1 461 | + | +++ | Neutre | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - | - - | ++ | - - - | Neutre (-) | |
24 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
24 | Portzamparc Entrepreneurs ISR C | 102.1 | + | ++++ | Neutre | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - - | - - | + | - - - - | Neutre (-) | |
23 | Mandarine Global Sport R | 104.8 | + | +++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | - - - | Neutre | - | Neutre (+) | |
22 | Vega Transformation Resp. RC | 130.8 | + | +++ | Neutre | Neutre | * | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - | ++++ | Neutre | Neutre (+) |
21 | GIS SRI Ageing Population DX | 159.6 | + | +++ | Neutre | Neutre | * | 5 | Dynamique | ISR | Actions | Europe | - - | Neutre | +++ | - | |
21 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
20 | Echiquier Positive Impact Europe A | 285.2 | + | ++ | Neutre | Neutre | * * | 5 | Dynamique | ISR PEA | Actions | Europe | - - | ++ | ++ | Neutre | Neutre (-) |
20 | M&G Lux Positive Impact A | 15.10 | + | +++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | - - - | - - | Neutre | Neutre (+) | |
16 | Sycomore FS Global Education RC | 101.4 | + | +++ | Neutre | Neutre | * * * * | 4 | Dynamique | ISR | Actions | Monde | Neutre | ++++ | ++ | + | Neutre (+) |
16 | Pictet Global Envir. Opport. P | 347.5 | + | ++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | ++ | Neutre | - - | Neutre (+) | |
14 | Sycomore FS Eurp. Happy @ Work R | 162.8 | + | +++ | Neutre | Neutre | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | - - | +++ | - - | Neutre (+) | |
11 | Athymis Better Life | 137.5 | + | + | Neutre | Neutre | 6 | Audace | ISR | Actions | Monde | - - - | Neutre | Neutre | - | Neutre (-) | |
10 | Carmignac Ptf. Grande Europe A | 325.5 | + | + | Neutre | Neutre | * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | ++++ | ++++ | Neutre | Neutre (-) |
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-2 | Sycomore FS Sust. Tech R | 146.0 | Neutre | + | Neutre | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | +++++ | ++++ | - - - - | Neutre (-) | |
-49 | Taux = - 5% | - - - | - - - | 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 | |||||||||||||
32 | Generali Trésorerie ISR B | 3 651 | ++ | +++ | Neutre | Neutre | * * * * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | - | +++++ | Neutre (-) |
31 | La Française Trésorerie ISR R | 89 366 | ++ | +++ | Neutre | Neutre | * * * * * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | ++++ | +++++ | Neutre (-) |
27 | Octo Crédit ISR Court Terme B | 1 067 | ++ | ++ | - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | +++++ | - - - - | Neutre | +++++ | Conserver | |
26 | EdRF Income Europe A | 125.0 | ++ | ++ | Neutre | Neutre | * * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | + | +++ | Neutre (-) |
24 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
21 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
20 | Palatine Planète I | 39.70 | + | ++ | - | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - | - - | +++ | - - | Conserver | |
18 | Lazard Patrimoine SRI RC | 125.1 | + | + | - | Neutre | 2 | Prudent | ISR | Flexibles | Monde | ++++ | - - - - - | - - - - | Neutre | Conserver | |
18 | Thematics Safety RA | 160.8 | + | ++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | ++++ | Neutre | - - - | Neutre (-) | |
16 | Ofi Inv. ESG Prudent Euro RC | 95.70 | + | + | - | Neutre | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - - | +++++ | Conserver | |
14 | Candriam Sust. Eqt. World C | 34.10 | + | + | Neutre | Neutre | * | 4 | Equilibre | ISR | Actions | Monde | Neutre | +++ | Neutre | Neutre | Neutre (-) |
10 | DNCA Inv. SRI Norden Eurp A | 209.1 | + | + | Neutre | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - | - | - | - - - - - | Neutre (-) | |
9 | Ofi Inv. ESG MultiTrack R | 170.4 | Neutre | + | - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Conserver | |
8 | Ecofi Enjeux Futurs C | 117.8 | Neutre | + | - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | + | + | - - | Conserver | |
4 | Candriam Sust. Bond Glb. H/Y C | 110.0 | Neutre | Neutre | - - | Neutre | * * | 1 | Prudent | ISR | Oblig. | Monde | ++++ | +++ | ++ | +++++ | Conserver |
4 | Sycomore FS Eurp. Eco Solutions R | 147.9 | Neutre | Neutre | - | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - - | Conserver | |
1 | Thematics Meta RA | 162.1 | Neutre | Neutre | - - | Neutre | 4 | Dynamique | ISR | Actions | Monde | - | +++ | Neutre | + | Conserver | |
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
0 | Quadrige Rendt France Midcaps C | 204.4 | Neutre | Neutre | - | Neutre | 6 | Audace | ISR PEA | Actions | France | - - - | - - - - | +++ | - - - - | ||
-5 | BGF ESG Multi Asset A2 | 18.40 | Neutre | Neutre | - - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | - - | - - - - - | + | Baisse | |
-9 | DNCA Inv. Glb. New World A | 86.90 | Neutre | Neutre | - - | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - - | +++++ | +++ | - - - | Baisse | |
-14 | GemChina R | 83.90 | - | - | - | Neutre | 7 | Audace | ISR | Actions | Asie | - - - - - | - - - - - | - - - - | - - - - - | Baisse | |
-16 | Erasmus Small Cap Euro R | 248.5 | - | - | - - | Neutre | 5 | Dynamique | ISR PME | Actions | Euro Zone | - - | - - - - | Neutre | - | Baisse | |
-18 | Eleva Sust. Impact Europe A | 103.5 | - | - | - - | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - | - - - - | + | - | Baisse | |
-18 | Mirova Global Green Bond IA | 724.0 | - | - | - - | Neutre | 2 | Equilibre | ISR | Oblig. | Monde | +++ | - | - - - - - | +++ | Baisse | |
-18 | Mirova Europe Environnement RC | 1 890 | - | - | - - | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - | - - - - | Baisse | |
-19 | Mirova Europe Envir. Equity RA | 175.2 | - | - | - - | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - | Baisse | |
-19 | Pluvalca Sust. Opportunities A | 135.5 | - | - | - - | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - - | - - - | - - - - - | Baisse | |
-22 | Sycomore Inclusive Jobs RC | 81.40 | - | - | - - | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - | - - - - | - - | - - | Baisse | |
-24 | Candriam Eqties. L Oncology Imp. C | 194.5 | - | - | - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | - - - | - - | - - - - | Baisse | |
-28 | Thematics AI and Robotics RA | 200.2 | - - | - | - - - | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - | ++++ | +++ | - - - - | Baisse | |
-35 | Insertion Emplois Dynamique RC | 267.6 | - - | - - | - - - | Neutre | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | Neutre | +++ | Neutre | Baisse | |
-40 | EdRF Healthcare A | 1 387 | - - - | - - | - - - | Neutre | 4 | Dynamique | ISR | Actions | Monde | - | + | - | Neutre | Baisse | |
-49 | Quadrige Multicaps Europe C | 133.4 | - - - | - - - | - - - | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - | +++++ | Neutre | Baisse | |
-49 | Taux = - 5% | - - - | - - - | Monétaire | |||||||||||||
-52 | Thematics Susbc. Economy RA | 127.1 | - - - | - - - | - - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | +++ | - - | - | Baisse (-) | |
-59 | AB Sustain. Glob'l Thematic A | 38.60 | - - - | - - - | - - - - | Neutre | 4 | Dynamique | ISR | Actions | Monde | - | +++ | - | - | Baisse (-) | |
-63 | BGF Sustainable Energy A2 | 14.70 | - - - - | - - - - | - - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | - - - | Neutre | - - - - | Baisse (-) | |
-73 | Ecofi Trajectoires Durables C | 166.9 | - - - - | - - - - | - - - - | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - - | - - | - - - | Baisse (-) | |
-76 | Taux = - 10% | - - - - | - - - - - | Monétaire | |||||||||||||
-84 | Pluvalca Disrupt. Opport. A | 120.8 | - - - - - | - - - - - | - - - - - | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - - | - - - | - - | - - - - - | Baisse (-) | |
-86 | Taux = - 20% | - - - - - | - - - - - | Monétaire | |||||||||||||
-87 | Lonvia Avenir Mid Cap Eurp. Retail | 92.70 | - - - - - | - - - - - | - - - - - | Neutre | 7 | Audace | ISR PEA | Actions | Europe | - - - - | - - - - | - - | - - - - - | Baisse (-) | |
-89 | Taux = - 25% | - - - - - | - - - - - | Monétaire |