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 | ||||||||||||||||
75 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
65 | Quadrige France Smallcaps C | 268.0 | ++++ | +++++ | ++ | Neutre | * * | 4 | Dynamique | ISR PME | Actions | France | - | - - - | ++++ | - - - | Hausse |
60 | Centifolia C | 443.2 | ++++ | +++++ | ++ | Neutre | * * * | 5 | Dynamique | ISR PEA | Actions | France | - - - | Neutre | +++++ | - - - | Hausse |
60 | DNCA Inv. Archer Mid Cap Eurp. B | 216.8 | ++++ | +++++ | +++ | Neutre | * * | 5 | Dynamique | ISR PEA | Actions | Europe | - - | - - | ++ | - - | Hausse |
59 | Sycomore Sélect. Responsable R | 485.7 | +++ | ++++ | +++ | Neutre | * * * * | 5 | Dynamique | ISR PEA | Actions | Euro Zone | - - | + | ++++ | Neutre | Hausse |
59 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
56 | GemAsia R | 112.2 | +++ | +++++ | ++ | Neutre | 6 | Dynamique | ISR | Actions | Asie | - - - | - - - | - - - | - - - - | Hausse | |
53 | Lazard Small Caps Euro SRI I | 968.8 | +++ | +++++ | ++ | Neutre | * * * | 4 | Dynamique | ISR PEA | Actions | Euro Zone | Neutre | - - - | ++++ | Neutre | Hausse |
46 | Taux = + 10% | +++ | +++++ | Monétaire | |||||||||||||
45 | Carmignac Emergents A | 1 206 | +++ | +++++ | ++ | Neutre | 6 | Audace | ISR | Actions | Emergents | - - - - | ++ | Neutre | - - - - | Hausse | |
45 | DNCA Inv. Convertibles B | 152.5 | +++ | +++++ | Neutre | Neutre | 3 | Equilibre | ISR | Convert. | Europe | ++ | - - - - | Neutre | +++ | Neutre (+) | |
43 | Roche Brune Euro Val. Resp. P | 1 914 | +++ | +++++ | + | Neutre | * | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - | +++++ | - - - | Hausse |
42 | Roche Brune Eurp. Val. Resp. P | 3 402 | +++ | ++++ | + | Neutre | * * * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | Neutre | +++++ | Neutre | Hausse |
42 | M&G Lux Positive Impact A | 15.30 | +++ | ++++ | ++ | Neutre | * | 5 | Dynamique | ISR | Actions | Monde | - | - - - | - - | Neutre | Hausse |
41 | Eleva European Selection A | 204.9 | +++ | ++++ | ++ | Neutre | * * | 5 | Dynamique | ISR | Actions | Europe | - - | - - | ++++ | - - | Hausse |
41 | Eleva Leaders S/M. Cap Europe R | 167.8 | +++ | ++++ | + | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - | - - - - - | - - | - - - - | Hausse | |
41 | Pictet Global Envir. Opport. P | 354.5 | +++ | ++++ | ++ | Neutre | * * | 5 | Dynamique | ISR | Actions | Monde | - - | ++ | Neutre | - - | Hausse |
38 | Quadrige Rendt France Midcaps C | 207.6 | ++ | ++++ | Neutre | Neutre | 6 | Audace | ISR PEA | Actions | France | - - - | - - - - | +++ | - - - - | Neutre (+) | |
38 | Dorval Convictions PEA RC | 261.4 | ++ | ++++ | + | Neutre | * * * | 4 | Dynamique | ISR PEA | Flexibles | Europe | Neutre | - - - | +++ | Neutre | Hausse |
38 | Mandarine Europe Microcap R | 23.40 | ++ | ++++ | Neutre | Neutre | 3 | Equilibre | ISR PME | Actions | Europe | + | - - - - - | - - - - | - - - - | Neutre (+) | |
36 | Mandarine Premium Europe R | 269.3 | ++ | ++++ | Neutre | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - - | - - - - | + | - - - | Neutre (-) | |
35 | Ofi Inv. Act4 Posit. Eco. RC | 134.1 | ++ | ++++ | + | Neutre | 5 | Dynamique | ISR PEA | Actions | Europe | - - - | - - - - - | - - | - - - | Hausse | |
35 | DNCA Inv. Beyond Semperosa A | 164.4 | ++ | ++++ | Neutre | Neutre | * * * | 5 | Dynamique | ISR PEA | Actions | Europe | - | ++ | +++ | + | Neutre (+) |
34 | Ofi Inv. ESG Equity Climate Change RC | 1 462 | ++ | ++++ | Neutre | Neutre | 6 | Audace | ISR PEA | Actions | Europe | - - - | - - | ++ | - - - | Neutre (+) | |
31 | Mirova Women Lead. Equity RA | 153.0 | ++ | +++ | + | Neutre | * * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | + | Hausse |
27 | Echiquier Positive Impact Europe A | 286.8 | ++ | +++ | Neutre | Neutre | * * | 5 | Dynamique | ISR PEA | Actions | Europe | - - | ++ | ++ | Neutre | Neutre (+) |
26 | Sycomore FS Eurp. Happy @ Work R | 164.1 | ++ | +++ | Neutre | Neutre | * | 6 | Dynamique | ISR PEA | Actions | Europe | - - - | - - | +++ | - - | Neutre (+) |
23 | LFR Inclusion Responsable ISR P | 141.0 | + | +++ | Neutre | Neutre | * | 6 | Audace | ISR PEA | Actions | Europe | - - - - | - | ++++ | Neutre | Neutre (+) |
20 | Trecento Santé ISR R | 2 117 | + | ++ | Neutre | Neutre | 4 | Dynamique | ISR | Actions | Monde | Neutre | - - | - - - | Neutre | Neutre (+) | |
18 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
16 | 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 | ||||||||||||||||
75 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
44 | Eurose C | 424.3 | +++ | ++++ | Neutre | Neutre | * * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | |
43 | DNCA Inv. Eurose B | 172.0 | +++ | ++++ | Neutre | Neutre | * * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | + | ++++ | ++++ | Neutre (-) |
42 | DNCA Inv. Beyond Alterosa A | 110.2 | +++ | ++++ | Neutre | Neutre | * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | Neutre (-) |
31 | Ofi Inv. ESG Equilibre RC | 103.0 | ++ | +++ | - | Neutre | * * * | 2 | Equilibre | ISR | Flexibles | Euro Zone | +++ | +++ | + | ++++ | Conserver |
28 | BGF Sustainable Energy A2 | 15.20 | ++ | +++ | Neutre | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | - - - | Neutre | - - - - | Neutre (-) | |
27 | AXA WF ACT Social Progress AC | 124.4 | ++ | ++ | Neutre | Neutre | 4 | Dynamique | ISR | Actions | Monde | Neutre | - - - - | - - - - | - - | Neutre (-) | |
21 | Ofi Inv. ESG MultiTrack R | 171.2 | + | ++ | - | Neutre | * | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Conserver |
18 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
17 | EdRF China A | 242.0 | + | ++ | Neutre | Neutre | 7 | Audace | ISR | Actions | Asie | - - - - - | - - - - | - - - | - - - - - | Neutre (-) | |
16 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
15 | Thematics Meta RA | 163.9 | + | + | - | Neutre | * | 4 | Dynamique | ISR | Actions | Monde | Neutre | +++ | Neutre | + | Conserver |
14 | Mirova Euro Green+Sust.Corp.Bd. RA | 161.2 | + | + | - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | ++++ | + | - - - - | +++++ | Conserver | |
11 | Thematics Safety RA | 162.8 | + | + | - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - - | ++++ | Neutre | - - - | Conserver | |
7 | Thematics AI and Robotics RA | 206.1 | Neutre | + | - | Neutre | 7 | Audace | ISR | Actions | Monde | - - - - | ++++ | +++ | - - - - | Conserver | |
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-1 | Roche Brune Euro PME Resp. P | 180.6 | Neutre | Neutre | - - | Neutre | 4 | Equilibre | ISR PME | Actions | Euro Zone | Neutre | - - - - - | - | - - | Baisse | |
-9 | Sofidy Sélection 1 P | 146.8 | Neutre | Neutre | - - | Neutre | 7 | Audace | ISR | Actions | Europe | - - - - - | - - - - | - - - | - - - - - | Baisse | |
-9 | EdRF Healthcare A | 1 389 | Neutre | Neutre | - - - | Neutre | 4 | Dynamique | ISR | Actions | Monde | - | + | - | Neutre | Baisse | |
-19 | Quadrige Multicaps Europe C | 134.3 | - | - | - - - | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - | - | +++++ | Neutre | Baisse | |
-22 | Thematics Susbc. Economy RA | 129.0 | - | - | - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | +++ | - - | - | Baisse | |
-23 | Ecofi Trajectoires Durables C | 169.9 | - | - | - - - | Neutre | 6 | Audace | ISR PEA | Actions | Euro Zone | - - - - | - - - | - - | - - - | Baisse | |
-31 | Eiffel Nova Europe ISR A | 222.3 | - - | - - | - - - | Neutre | 4 | Dynamique | ISR PME | Actions | Europe | - | - - - - - | - - - | - - - - - | Baisse | |
-49 | Taux = - 5% | - - - | - - - | Monétaire | |||||||||||||
-98 | Thematics Waters RA | 170.1 | - - - - - | - - - - - | - - - - - | Neutre | 5 | Dynamique | ISR | Actions | Monde | - | Neutre | Neutre | Neutre | Baisse (-) |