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 | ||||||||||||||||
76 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
58 | Keren Patrimoine C | 2?279.8 | +++ | +++++ | + | Neutre | * * * * * | 2 | Prudent | Flexibles | Euro Zone | +++ | Neutre | +++++ | ++++ | Hausse | |
51 | Jupiter Merian Glb. Eqt. Abs. Ret. A | 1.50 | +++ | +++++ | Neutre | Neutre | * * * * * | 2 | Prudent | Flexibles | Monde | ++++ | +++ | +++++ | ++++ | Neutre (+) | |
50 | Twenty First Exclusif 21 C | 2?094.9 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - - - | +++ | Neutre (+) | |
49 | Templeton Emerg. Mrkt Small'r Cies A | 19.60 | +++ | +++++ | ++ | Neutre | * * * * * | 1 | Prudent | Actions | Emergents | +++++ | + | Neutre | +++++ | Hausse | |
49 | Lazard Patrimoine Equilibre | 3?197.6 | +++ | +++++ | Neutre | Neutre | * * * | 1 | Prudent | Flexibles | Monde | ++++ | - - | Neutre | +++++ | Neutre (+) | |
48 | Fourpoints Equilibre R | 115.1 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - | +++ | Neutre (+) | |
48 | Sycomore Alloc. Patrimoine R | 142.9 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | Flexibles | Monde | ++++ | - - | ++ | ++++ | Neutre (+) | |
48 | Eleva Absolute Return Europe A | 141.4 | +++ | +++++ | Neutre | Neutre | * | 1 | Prudent | Actions | Europe | ++++ | - - - - - | ++++ | ++++ | Neutre (+) | |
47 | Echiquier Hybrid Bonds A | 101.7 | +++ | ++++ | Neutre | Neutre | * * * * * | 1 | Prudent | Oblig. | Euro Zone | +++++ | +++ | ++ | ++++ | Neutre (+) | |
47 | Pictet Multi Asset Global Opp. R | 121.8 | +++ | +++++ | Neutre | Neutre | * * * | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - - | +++ | Neutre (+) | |
47 | Taux = + 10% | +++ | +++++ | Monétaire | |||||||||||||
44 | IVO Fixed Income R | 132.4 | +++ | ++++ | Neutre | Neutre | * * * * * | 2 | Prudent | Oblig. | Monde | ++++ | ++ | ++++ | ++++ | Neutre (+) | |
44 | Invest Latitude Equilibre A | 1?347.9 | +++ | ++++ | Neutre | Neutre | * | 2 | Prudent | Flexibles | Monde | ++++ | +++ | - - - - - | ++++ | Neutre (+) | |
43 | Axiom Obligataire C | 2?114.2 | +++ | ++++ | Neutre | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - - | - - - | 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 | ||||||||||||||||
76 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
46 | Axiom Short Duration Bond R | 1?111.9 | +++ | ++++ | Neutre | Neutre | * | 1 | Prudent | Oblig. | Monde | ++++ | - - - | - | +++ | ||
44 | Eurose C | 424.3 | +++ | ++++ | Neutre | Neutre | * * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | Neutre (+) |
44 | DNCA Inv. Eurose B | 172.0 | +++ | ++++ | Neutre | Neutre | * * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | + | ++++ | ++++ | Neutre (+) |
43 | DNCA Inv. Beyond Alterosa A | 110.2 | +++ | ++++ | Neutre | Neutre | * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | Neutre (-) |
40 | R Co Opal Modéré | 14.20 | +++ | ++++ | Neutre | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | + | ++ | Neutre (-) | ||
38 | Schelcher Glb. High Yield ESG P | 202.8 | ++ | +++ | Neutre | Neutre | * * * * | 1 | Prudent | Oblig. | Europe | ++++ | + | ++++ | +++ | Neutre (-) | |
37 | Ecofi Patrimoine P | 182.1 | ++ | +++ | Neutre | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - | - - - - | ++++ | Neutre (-) | ||
37 | Sextant Bond Picking A | 106.8 | ++ | +++ | Neutre | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | ++++ | Neutre (-) | ||
36 | La Française Lux Carb. Impact Income R | 89.50 | ++ | +++ | Neutre | Neutre | * * | 2 | Prudent | Flexibles | Monde | +++ | - - - | Neutre | ++++ | Neutre (-) | |
35 | Schelcher Flex. Short Duration ESG P | 173.7 | ++ | +++ | - | Neutre | * * * | 1 | Prudent | Oblig. | Monde | +++++ | - - | +++++ | +++++ | Conserver | |
33 | Helium Selection B | 1?605.2 | ++ | +++ | - | Neutre | * * * * * | 1 | Prudent | Flexibles | Monde | +++++ | ++++ | +++++ | +++++ | Conserver | |
33 | Muzinich Europeyield A | 261.0 | ++ | +++ | - | Neutre | * * * * * | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | +++++ | ++++ | Conserver | |
33 | R Co Conviction Credit Euro C | 453.0 | ++ | +++ | - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | + | +++++ | Conserver | |
33 | Latitude Patrimoine A | 1?277.5 | ++ | +++ | - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
32 | Invesco Pan Eurpn. High Income E | 22.50 | ++ | +++ | - | Neutre | * * | 2 | Prudent | Flexibles | Europe | +++ | - - | ++ | ++ | Conserver | |
31 | Echiquier Alloc. Flexible A | 126.6 | ++ | +++ | - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | ++ | Conserver | ||
30 | Clartan Patrimoine C | 59.20 | ++ | +++ | - | Neutre | * * | 1 | Prudent | Flexibles | Monde | ++++ | - - - | +++ | ++++ | Conserver | |
30 | Stratégie Monde Equilibre | 1?171.5 | ++ | +++ | - | Neutre | * * * | 2 | Prudent | Flexibles | Monde | +++ | +++ | Neutre | ++++ | Conserver | |
30 | DNCA Inv. Alpha Bonds B | 119.7 | ++ | +++ | - | Neutre | * * * * * | 1 | Prudent | Oblig. | Monde | ++++ | ++++ | +++++ | ++++ | Conserver | |
28 | Tikehau Intl. Cross Assets R | 685.0 | ++ | +++ | - | Neutre | * * | 1 | Prudent | Flexibles | Monde | +++++ | +++++ | - - - | +++++ | Conserver | |
27 | Helium Performance B | 1?364.5 | ++ | +++ | - | Neutre | * * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++ | +++++ | +++++ | Conserver | |
23 | Stratégie Rendement Resp. P | 550.0 | + | ++ | - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | +++ | +++++ | Conserver | |
23 | Auris Euro Rendement R | 129.7 | + | ++ | - | Neutre | * * * | 1 | Prudent | Flexibles | Europe | ++++ | +++ | +++ | +++ | Conserver | |
22 | Sunny Euro Crédit R | 118.3 | + | ++ | - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | Neutre | ++++ | Conserver | ||
22 | Candriam Patrimoine Obli Inter C | 1?280.9 | + | ++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | OCDE | +++++ | ++++ | ++++ | +++++ | Conserver | |
19 | Muzinich Enhancedyield Short Term A | 170.0 | + | ++ | - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - | - - | ++++ | Conserver | ||
19 | M&G Lux Global Target Return A | 11.20 | + | ++ | - - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | - - - - - | +++ | +++++ | Conserver | ||
18 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
16 | Taux FG = + 3.5% | + | ++ | Monétaire | |||||||||||||
14 | Mirova Euro Green+Sust.Corp.Bd. RA | 161.2 | + | + | - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | ++++ | + | - - - - | +++++ | Conserver | |
14 | Stratégie Monde Défensif | 1?000.2 | + | + | - - | Neutre | * | 2 | Prudent | Flexibles | Monde | ++++ | +++ | - - - | ++++ | Conserver | |
13 | H2O Largo NC | 112.5 | + | + | - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | + | +++++ | +++++ | Conserver | |
7 | Patrimoine Réactif A | 112.7 | Neutre | Neutre | - - - | Neutre | 1 | Prudent | Flexibles | Monde | ++++ | - - - - - | - - - - - | ++++ | Conserver | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-1 | EdRF Bond Allocation A | 221.1 | Neutre | Neutre | - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - | - - - - | ++++ | Baisse | ||
-48 | Taux = - 5% | - - - | - - - | Monétaire |