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 | ||||||||||||||||
65 | GLG. Microcaps Europe P | 223.0 | ++++ | +++++ | ++ | Neutre | 2 | Prudent | PEA | Actions | Euro Zone | +++ | - - - - - | - - - - | ++ | Hausse | |
62 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
52 | Carmignac Ptf. Patrim. Europe A | 132.7 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | - - - | - - - - | ++++ | Neutre (+) |
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
11 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | 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 | ||||||||||||||||
62 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
51 | DNCA Inv. Beyond Alterosa A | 112.8 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | |
45 | Candriam Abso. Retrn Eqty Mrkt Neutr'l C | 220.6 | +++ | +++++ | Neutre | Neutre | * * * * * | 2 | Prudent | Flexibles | Euro Zone | +++ | ++++ | + | ++++ | Neutre (-) | |
45 | Carmignac Ptf. Credit A | 142.6 | +++ | +++++ | Neutre | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | Neutre | - - | - - - - - | Neutre (-) | ||
45 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
44 | Eleva Absolute Return Europe A | 143.4 | +++ | +++++ | Neutre | Neutre | 1 | Prudent | Actions | Europe | ++++ | - - - - - | ++++ | ++++ | Neutre (-) | ||
43 | Pictet TR Atlas P | 126.3 | +++ | +++++ | - | Neutre | * * * | 1 | Prudent | Actions | Monde | +++++ | +++ | - - - - | +++++ | Conserver | |
43 | Axiom Obligataire C | 2 147 | +++ | +++++ | Neutre | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - - | - - - | Neutre | Neutre (-) | ||
42 | Invest Latitude Equilibre A | 1 371 | +++ | +++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | +++ | - - - - - | ++++ | Conserver | ||
41 | BDLCM Fd. Durandal B | 104.3 | +++ | +++++ | - | Neutre | 1 | Prudent | Flexibles | OCDE | +++++ | - - - - - | - - - - - | ++++ | Conserver | ||
41 | Choix Solidaire C | 80.60 | +++ | +++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - | +++++ | Conserver |
40 | DWS Concept Kaldemorgen LC | 171.4 | +++ | +++++ | - | Neutre | * * * | 2 | Prudent | Flexibles | Monde | ++++ | + | - | ++++ | Conserver | |
38 | Monocle Fund B | 1 208 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | Flexibles | Monde | ++++ | ++++ | - | ++++ | Conserver | |
37 | Tikehau Intl. Cross Assets R | 696.4 | ++ | ++++ | - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++++ | - - - | +++++ | Conserver | |
37 | Eurose C | 429.1 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | Conserver |
36 | Keren Patrimoine C | 2 285 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | Flexibles | Euro Zone | +++ | Neutre | +++++ | ++++ | Conserver | |
34 | Fourpoints Equilibre R | 116.1 | ++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - | +++ | Conserver | ||
34 | Ruffer Tot. Ret. International OI | 1.50 | ++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | - - - - | Conserver | ||
34 | EdRF Income Europe A | 127.0 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | + | +++ | Conserver |
34 | Allocation Protection 80 R | 1 036 | ++ | ++++ | - | Neutre | * * * | 1 | Prudent | PEA | Flexibles | Monde | +++++ | +++ | - | +++++ | Conserver |
33 | Sextant Bond Picking A | 107.9 | ++ | ++++ | - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | ++++ | Conserver | ||
32 | Sycomore Alloc. Patrimoine R | 143.8 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | Flexibles | Monde | ++++ | - - | ++ | ++++ | Conserver | |
32 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
31 | Latitude Patrimoine A | 1 293 | ++ | ++++ | - - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
30 | GLG Europe Flex A | 190.9 | ++ | ++++ | - - | Neutre | 1 | Prudent | Flexibles | Europe | ++++ | - | - - - | ++++ | Conserver | ||
28 | Octo Crédit Value C | 1 128 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | ++++ | +++ | ++++ | ++++ | Conserver | |
27 | Omnibond R | 1 632 | ++ | +++ | - - | Neutre | 2 | Prudent | Oblig. | Euro Zone | ++++ | - - - - | ++ | + | Conserver | ||
27 | Helium Selection B | 1 618 | ++ | +++ | - - | Neutre | * * * * * | 1 | Prudent | Flexibles | Monde | +++++ | ++++ | +++++ | +++++ | Conserver | |
26 | Ofi Inv. ESG Prudent Euro RC | 97.00 | ++ | +++ | - - | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - - | +++++ | Conserver |
26 | DNCA Inv. Alpha Bonds B | 120.7 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | ++++ | ++++ | +++++ | ++++ | Conserver | |
25 | Pictet Multi Asset Global Opp. R | 121.7 | ++ | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - - | +++ | Conserver | ||
25 | Sélectiz RC | 107.7 | ++ | +++ | - - | Neutre | * * | 1 | Prudent | Flexibles | Monde | +++++ | - | + | +++++ | Conserver | |
25 | Stratégie & Conviction | 147.6 | ++ | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - | + | Conserver | ||
24 | PIMCO GIS Diversified Income E | 14.40 | + | +++ | - - | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | - - - | - - - | ++++ | Conserver | ||
22 | GEFIP Patrimonial | 510.1 | + | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - | - - | ++++ | Conserver | ||
21 | R Co Conviction Credit Euro C | 455.4 | + | +++ | - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | + | +++++ | Conserver | |
19 | Pictet Emerging Corp. Bonds HP | 80.30 | + | +++ | - - - | Neutre | 2 | Prudent | Oblig. | Emergents | ++++ | - - - - | - - - - | ++++ | Conserver | ||
18 | Echiquier Alloc. Flexible A | 127.1 | + | ++ | - - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | ++ | Conserver | ||
18 | Patrimoine International AC | 115.8 | + | ++ | - - - | Neutre | * | 1 | Prudent | Flexibles | Monde | +++++ | ++ | - | +++++ | Conserver | |
17 | Generali Trésorerie ISR B | 3 660 | + | ++ | - - - | Neutre | * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | - | +++++ | Conserver |
17 | La Française Trésorerie ISR R | 89 581 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | ++++ | +++++ | Conserver |
17 | CM-AM Credit Low Duration RD | 28 490 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Oblig. | OCDE | +++++ | ++++ | ++++ | +++++ | Conserver | |
17 | Candriam Sust. Bond Glb. H/Y C | 111.5 | + | ++ | - - - | Neutre | * * | 1 | Prudent | ISR | Oblig. | Monde | ++++ | +++ | ++ | +++++ | Conserver |
17 | Helium Performance B | 1 369 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++ | +++++ | +++++ | Conserver | |
16 | Fidelity Euro Cash A | 10.80 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
16 | Octo Crédit ISR Court Terme B | 1 071 | + | ++ | - - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | +++++ | - - - - | Neutre | +++++ | Conserver | |
16 | EdR Credit Very Short Term C | 130.4 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Europe | +++++ | ++ | - - - - - | +++++ | Conserver | ||
15 | AIS Credit Opportunities DX | 103.3 | + | ++ | - - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
15 | RMM Trésorerie 6M C | 1 029 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Europe | +++++ | - | - - - - - | +++++ | Conserver | ||
15 | AXA IM FIIS Eurp.Sh.Dur.H/Y E | 133.7 | + | ++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | ++++ | +++++ | Conserver | |
15 | Lazard Euro Money Market A | 4 408 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
11 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
11 | GLG Heritage A | 174.5 | + | + | - - - | Neutre | 1 | Prudent | Flexibles | Europe | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
11 | Helium Fund B | 1 190 | + | + | - - - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | - - | ++++ | +++++ | Conserver | ||
11 | Fidelity Flexible Bond A | 10.10 | + | + | - - - | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | - - - - - | - - - - | +++ | Conserver | ||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
8 | CM-AM Obli Flexible RC | 102.3 | Neutre | + | - - - - | Neutre | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | Neutre | +++++ | Conserver (-) | ||
7 | Ostrum Euro Inflation RA | 46.20 | Neutre | Neutre | - - - - | Neutre | 1 | Prudent | Oblig. | Euro Zone | +++++ | + | - - - - | ++++ | Conserver (-) | ||
6 | Invesco Global Inv. Grade Corp. Bond A | 9.90 | Neutre | + | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - | - - - | +++ | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-1 | Lazard Patrimoine SRI RC | 124.9 | Neutre | Neutre | - - - - | Neutre | 2 | Prudent | ISR | Flexibles | Monde | ++++ | - - - - - | - - - - | Neutre | Baisse (-) | |
-11 | GIS Euro Bonds 1/3Y DY | 99.10 | - | - | - - - - | Neutre | 1 | Prudent | Oblig. | Euro Zone | +++++ | ++ | - - - - | +++++ | Baisse (-) | ||
-11 | EdRF Bond Allocation A | 221.3 | - | Neutre | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - | - - - - | ++++ | Baisse (-) | ||
-15 | Lazard Eurpn. Alternative B | 116.2 | - | - | - - - - | Neutre | 1 | Prudent | Actions | Europe | ++++ | - - - - - | - - - | +++ | Baisse (-) | ||
-24 | Jupiter GF Dynamic Bond L | 11.10 | - | - | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - - | - - - - | + | Baisse (-) | ||
-47 | Taux = - 5% | - - - | - - | Monétaire | |||||||||||||
-66 | Lumyna Sandbar Glb. Eqt. Mkt. Neut. UCITS C | 78.10 | - - - - | - - - - | - - - - - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - - | - - - - - | + | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - | Monétaire | |||||||||||||
-125 | Oddo BHF Polaris Moderate CR | 69.40 | - - - - - | - - - - - | - - - - - | - - | 1 | Prudent | Flexibles | Monde | ++++ | ++ | - | +++++ | Baisse (-) |