🔵 La sélection de fonds pour les Entreprises

🔵 La sélection de fonds pour les Entreprises

AVIS FINANCIERS

Actualités

Tous les fonds pour les Entreprises

Actualisé le 09/09/2016 ⁽⁴⁾

Libellé

Performances ⁽³⁾
Depuis 01/01	Depuis 1 an	Depuis 3 ans	Depuis 5 ans

Durée de placement
minimum recommandée

Indicateur Synthétique
de Risque⁽²⁾

Allocation Pilotée Equillibre

Assurance vie
CTO

-0.45%

+6.22%

+22.85%

+19.03%

3 ans

3

Allocation Pilotée Offensive

Assurance vie
CTO

-0.30%

+8.48%

+33.22%

+33.94%

5 ans

3

Centifolia - Part C

PEA
CTO

+1.42%

+4.83%

+32.69%

+48.86%

5 ans

4

Centifolia - Part I

CTO

+1.14%

+5.61%

+36.63%

+56.97%

5 ans

4

DNCA Actions Euro PME - Part R

Assurance vie
PEA
PEA-PME
CTO

-1.77%

+10.89%

+4.38%

-2.40%

5 ans

4

DNCA Actions Européennes - Part I/C

PEA
CTO

-22.57%

-18.37%

-6.22%

-1.34%

5 mois

N/A

DNCA Actions Européennes - Part R/C

Assurance vie
PEA
CTO

-22.95%

-18.86%

-7.90%

-4.16%

5 mois

N/A

DNCA Actions Global Emergents I (C)

Assurance vie
CTO

+3.46%

+2.96%

-11.24%

+13.13%

5 mois

4

DNCA Actions Global Emergents R (C)

Assurance vie
CTO

+2.80%

+2.24%

-13.25%

+8.89%

5 mois

4

DNCA Beyond Engage - Part I

PEA
CTO

+4.07%

+13.00%

+40.96%

+74.43%

5 mois

4

DNCA Convertibles Euro - Part I/C

Assurance vie
CTO

-13.11%

-14.88%

-7.13%

-10.22%

4 mois

N/A

DNCA Convertibles Euro - Part R/C

Assurance vie
CTO

-13.38%

-15.52%

-9.21%

-13.40%

4 mois

N/A

DNCA INVEST Archer Mid-Cap Europe - Part A

Assurance vie
PEA
CTO

-2.71%

+6.39%

+37.73%

+34.26%

5 ans

4

DNCA INVEST Archer Mid-Cap Europe - Part I

Assurance vie
PEA
CTO

-2.58%

+7.04%

+39.98%

+38.07%

5 ans

4

DNCA Invest Sustain Alterosa - Part A

Assurance vie
CTO

-0.98%

+2.04%

+10.44%

+2.54%

3 ans

2

DNCA Invest Sustain Alterosa - Part I

CTO

-0.83%

+2.78%

+12.93%

+6.37%

3 ans

2

DNCA Invest Sustain Climate - Part A2

Assurance vie
PEA
CTO

+3.01%

+14.02%

-

-

5 ans

4

DNCA Invest Sustain Climate - Part AD2

Assurance vie
PEA
CTO

+3.02%

+14.02%

-

-

5 ans

4

DNCA Invest Sustain Climate - Part WI

Assurance vie
PEA
CTO

+3.11%

+14.50%

-

-

5 ans

4

DNCA Invest Credit Conviction - Part A

Assurance vie
CTO

+0.15%

+3.95%

+20.47%

+11.70%

2 ans

2

DNCA Invest Credit Conviction - Part I

CTO

+0.24%

+4.40%

+22.93%

+14.98%

2 mois

2

DNCA Invest Beyond Infrastructure & Transition - Part A

Assurance vie
PEA
CTO

-4.85%

-1.42%

+9.80%

+7.18%

5 mois

N/A

DNCA Invest Beyond Infrastructure & Transition - Part I

Assurance vie
PEA
CTO

-4.56%

-0.61%

+13.03%

+12.46%

5 mois

N/A

DNCA Invest Sustain Semperosa - Part A

Assurance vie
PEA
CTO

-3.23%

-2.40%

+10.14%

+12.58%

5 ans

4

DNCA Invest Sustain Semperosa - Part I

PEA
CTO

-3.05%

-1.57%

+12.93%

+17.49%

5 mois

4

DNCA Invest Euro Dividend Grower A2

Assurance vie
PEA
CTO

-2.09%

+0.30%

+29.06%

-

5 ans

4

DNCA Global New World - Part R/C

Assurance vie
CTO

+4.21%

+29.88%

+69.39%

+170.76%

5 mois

N/A

DNCA Invest - Global New World I EUR

Assurance vie
CTO

-4.74%

+8.18%

+55.34%

-

5 ans

5

DNCA Invest SRI Europe Growth - Part I

PEA
CTO

-1.17%

-1.49%

+5.99%

+9.83%

5 mois

4

DNCA Invest SRI Europe Growth - Part A

Assurance vie
PEA
CTO

-1.38%

-2.50%

+2.76%

+4.52%

5 ans

4

DNCA Invest SRI Norden Europe - Part A

Assurance vie
PEA
CTO

-5.05%

-10.62%

+6.13%

-4.03%

5 ans

4

DNCA Invest SRI Norden Europe - Part I/C

PEA
CTO

-4.88%

-9.87%

+8.84%

-0.11%

5 ans

4

DNCA SRI Euro Quality - Part I/C

PEA
CTO

+11.70%

+11.41%

+38.62%

+50.12%

5 mois

4

DNCA SRI Euro Quality - Part R/C

Assurance vie
PEA
CTO

+11.24%

+10.75%

+36.18%

+45.75%

5 mois

4

Dorval Convictions - Part I

Assurance vie
CTO

-1.28%

+4.25%

+25.80%

+28.59%

3 ans

3

Dorval Convictions - Part R

Assurance vie
CTO

-1.45%

+3.42%

+22.82%

+23.72%

3 ans

3

Dorval Global Conservative - Part I

Assurance vie
CTO

-0.07%

+3.99%

+12.85%

+10.39%

2 ans

2

Dorval Global Conservative - Part R

Assurance vie
CTO

-0.19%

+3.37%

+10.99%

+7.28%

2 ans

2

Dorval Drivers Europe - Part I

Assurance vie
PEA
CTO

-5.15%

-4.41%

+12.47%

+19.64%

5 ans

4

Dorval Drivers Europe - Part R/C

Assurance vie
PEA
CTO

-5.33%

-5.27%

+9.38%

+14.03%

5 ans

4

Dorval Manageurs Europe - Part I

Assurance vie
PEA
CTO

+5.89%

-1.03%

+29.41%

+52.94%

5 ans

4

Dorval Drivers Smid Continental Europe - Part R / C

Assurance vie
PEA
PEA-PME
CTO

-0.25%

+10.58%

-16.31%

-22.09%

5 ans

4

Dorval Manageurs Smid Cap Euro - Part I/C

Assurance vie
PEA
CTO

+8.59%

+0.35%

-6.41%

-3.23%

5 mois

4

Dorval Manageurs Smid Cap Euro - Part R/C

Assurance vie
PEA
CTO

+8.06%

-0.65%

-9.18%

-7.95%

5 mois

5

Eurose

Assurance vie
CTO

+0.64%

+4.33%

+19.74%

+22.08%

3 ans

2

DNCA Invest Eurose - Part I

Assurance vie
CTO

+0.75%

+4.84%

+21.88%

+25.73%

3 mois

2

Harris Associates Global Equity Fund - Part I

Assurance vie
CTO

-1.14%

+2.97%

+26.47%

+26.68%

3 ans

5

Harris Associates Global Equity Fund - Part (R/A)

Assurance vie
CTO

-1.36%

+1.85%

+22.40%

+19.96%

3 ans

5

Insertion Emplois Dynamique - Part I / C

Assurance vie
PEA
CTO

-4.68%

-5.81%

-4.82%

-2.71%

5 ans

4

Insertion Emplois Dynamique - Part R / C

Assurance vie
PEA
CTO

-4.80%

-6.37%

-6.50%

-5.56%

5 ans

4

Mirova Actions Europe - Part C

Assurance vie
PEA
CTO

-0.03%

+2.85%

+16.52%

+8.17%

5 ans

4

Mirova Actions Europe - Part I

Assurance vie
PEA
CTO

+0.23%

+4.14%

+20.97%

+15.14%

5 ans

4

Mirova Actions Monde - Part C

Assurance vie
CTO

-2.58%

+2.40%

+31.25%

+30.84%

5 ans

4

Mirova Emploi France - Part C

Assurance vie
PEA
CTO

-4.82%

-6.46%

-6.75%

-6.03%

5 ans

4

Mirova Euro Green and Sustainable Bond fund - Part I / A

Assurance vie
CTO

-0.22%

+3.11%

+10.53%

-9.75%

2 ans

3

Mirova Euro Green and Sustainable Bond Fund - Part R / A

Assurance vie
CTO

-0.31%

+2.66%

+9.07%

-11.72%

2 ans

3

Mirova Euro Green and Sustainable Corporate Bond - Part R / A

Assurance vie
CTO

-0.33%

+2.47%

+11.69%

-5.53%

3 ans

2

Mirova Euro Green and Sustainable Corporate Bond - Part I / A

CTO

-0.24%

+2.92%

+13.17%

-3.44%

3 ans

2

Mirova Euro Sustainable Equity - Part I/A

PEA
CTO

+0.08%

+4.67%

+36.91%

+38.57%

5 ans

4

Mirova Euro Sustainable Equity - Part R / A

Assurance vie
PEA
CTO

-0.10%

+3.80%

+33.51%

+32.88%

5 ans

4

Mirova Europe Environmental Equity - Part I/A

PEA
CTO

+2.66%

+9.84%

+8.49%

+1.75%

5 ans

4

Mirova Europe Environmental Equity - Part R/A

Assurance vie
PEA
CTO

+2.48%

+8.92%

+5.79%

-2.43%

5 ans

4

Mirova Europe Environnement - Part C

Assurance vie
PEA
CTO

+2.50%

+9.07%

+6.21%

-1.77%

5 ans

4

Mirova Europe Sustainable Economy R / A EUR

Assurance vie
CTO

-0.87%

+3.04%

+14.80%

+1.92%

3 ans

3

Mirova Europe Sustainable Economy I / A EUR

Assurance vie
CTO

-0.72%

+3.80%

+17.37%

+5.77%

3 ans

3

Mirova Europe Sustainable Equity - Part I / A

Assurance vie
PEA
CTO

+0.24%

+4.16%

+20.98%

+15.12%

5 ans

4

Mirova Europe Sustainable Equity - Part R / A

Assurance vie
PEA
CTO

+0.07%

+3.28%

+17.97%

+10.41%

5 ans

4

Mirova Global Green Bond Fund - Part R / A

Assurance vie
CTO

-0.25%

+2.36%

+6.04%

-14.86%

3 ans

3

Mirova Global Green Bond Fund - Part I / A

CTO

-0.16%

+2.82%

+7.44%

-12.97%

3 ans

3

Mirova Global Sustainable Equity - Part R / A

Assurance vie
CTO

-2.61%

+2.35%

+31.15%

+30.69%

5 ans

4

Mirova Global Sustainable Equity - Part I / A

CTO

-2.39%

+3.43%

+35.31%

+37.58%

5 ans

4

Mirova Obli Euro - Part R(C)

Assurance vie
CTO

-0.31%

+2.69%

+9.20%

-11.53%

2 ans

2

Mirova Women Leaders and Diversity Equity - Part R/A

Assurance vie
CTO

-2.44%

+1.66%

+36.46%

+30.67%

5 ans

4

Mirova Women Leaders and Diversity Equity - Part I/A

CTO

-2.23%

+2.73%

+40.70%

+37.56%

5 ans

4

Natixis Actions US Growth - Part H/R

Assurance vie
CTO

-8.03%

+9.63%

+68.72%

+45.45%

5 ans

5

Natixis Actions US Growth R USD

Assurance vie
CTO

-7.88%

+11.93%

+77.21%

+61.23%

5 ans

5

Natixis Actions US Growth I USD

Assurance vie
CTO

-7.73%

+12.70%

+80.26%

+66.65%

5 ans

5

Natixis Conservative Risk Parity I/A EUR

Assurance vie
CTO

+1.91%

+6.48%

+15.34%

+6.99%

3 ans

2

Natixis Conservative Risk Parity

Assurance vie
CTO

+1.76%

+5.71%

+12.86%

+3.14%

3 ans

2

Natixis Diversified Solution - Part I

Assurance vie
CTO

-0.23%

+4.65%

+15.21%

+1.84%

3 ans

3

Natixis Diversified Solution - Part R

Assurance vie
CTO

-0.33%

+4.12%

+13.48%

-0.69%

3 ans

3

Natixis Equity Capital Optim

CTO

-0.74%

-2.74%

+0.38%

-0.70%

3 ans

4

Natixis ESG Conservative R/A (EUR)

Assurance vie
CTO

-0.70%

+2.78%

+14.04%

+4.17%

3 ans

2

Natixis ESG Dynamic Fund R/A(EUR)

Assurance vie
CTO

-1.77%

+2.98%

+21.74%

+22.30%

5 ans

4

Natixis ESG Moderate Fund R/A EUR

Assurance vie
CTO

-1.18%

+2.92%

+18.19%

+13.69%

5 ans

3

Ostrum SRI Credit Euro 1-3- Part I / C

Assurance vie
CTO

-0.16%

+2.37%

+13.15%

+8.33%

2 ans

2

Ostrum SRI Crédit Euro 1-3 - Part R / C

Assurance vie
CTO

-0.23%

+2.06%

+12.14%

+6.72%

2 ans

2

Ostrum Credit Ultra Short Plus - Part I/C

Assurance vie
CTO

+0.42%

+2.76%

+11.90%

+13.29%

2 ans

2

Ostrum Credit Ultra Short Plus - Part SI

Assurance vie
CTO

+0.43%

+2.72%

+11.83%

+13.17%

2 ans

1

Loomis Sayles Euro ABS IG - Part I EUR Cap

Assurance vie
CTO

+0.45%

+2.52%

+12.52%

+12.20%

1 an

2

Ostrum Total Return Sovereign - Part I / A

CTO

+0.36%

+1.25%

+2.52%

-0.50%

1 an

2

Ostrum Total Return Sovereign - Part R / A

CTO

+0.30%

+0.95%

+1.62%

-1.93%

1 an

2

Ostrum Euro High Income Fund - ¨Part I/A

Assurance vie
CTO

-0.43%

+5.09%

+26.41%

+13.75%

3 ans

3

Ostrum Euro High Income Fund - ¨Part R/A

Assurance vie
CTO

-0.53%

+4.51%

+23.85%

+9.81%

3 ans

3

Ostrum Euro Inflation - Part I (A)

Assurance vie
CTO

+1.71%

+3.96%

+8.25%

+12.71%

2 ans

3

Ostrum Euro Inflation - Part R/A

Assurance vie
CTO

+1.63%

+3.56%

+6.98%

+10.54%

2 ans

2

Ostrum Global Emerging Bonds I/A EUR Cap

Assurance vie
CTO

-7.11%

-0.93%

+2.15%

-

3 ans

N/A

Ostrum Global Emerging Bonds - Part R/A

Assurance vie
CTO

+1.47%

+3.82%

+20.76%

+14.04%

3 ans

3

Natixis Intl Funds(Lux) I Ostrum Global Inflation Fd I/A Eur C

Assurance vie
CTO

+1.15%

+2.09%

-0.67%

-11.32%

2 ans

3

Ostrum Global Inflation Fund - Part R(C) EUR

Assurance vie
CTO

+1.01%

+1.49%

-2.42%

-13.90%

2 ans

3

Ostrum Credit Short Duration - Part R / C

Assurance vie
CTO

-0.25%

+2.06%

+12.55%

+6.87%

2 ans

2

Ostrum Credit Short Duration - Part I / A

Assurance vie
CTO

-0.15%

+2.56%

+14.18%

+9.38%

2 ans

2

Ostrum SRI Credit 6M - Part R/C

Assurance vie
CTO

+0.45%

+2.70%

-

-

6 mois

1

Ostrum SRI Credit 6M - Part I/C

Assurance vie
CTO

+0.46%

+2.73%

+11.80%

-

6 mois

1

Ostrum SRI Credit 12M - Part L

Assurance vie
CTO

+0.29%

+2.81%

+13.52%

+12.75%

1 an

2

Ostrum SRI Credit 12M - Part I

Assurance vie
CTO

+0.32%

+2.98%

+14.13%

+13.81%

1 an

2

Ostrum SRI Crossover

Assurance vie
CTO

-0.15%

+3.71%

+18.64%

+10.44%

3 ans

2

Ostrum SRI Crossover - Part L

Assurance vie
CTO

-0.25%

+3.25%

+17.63%

+9.06%

3 ans

2

Ostrum Euro Bonds 1-3 - Part R (C)

Assurance vie
CTO

-0.09%

+1.57%

+6.83%

+0.79%

2 ans

2

Ostrum Euro Bonds 1-3 - Part I

CTO

-0.02%

+1.90%

+7.86%

+2.44%

2 ans

2

Ostrum SRI Euro Bonds 3-5 - Part E

Assurance vie
CTO

-0.24%

+2.10%

+6.74%

-3.50%

3 ans

2

Ostrum SRI Euro Bonds 3-5 - Part I

Assurance vie
CTO

-0.17%

+2.41%

+7.71%

-2.12%

3 ans

2

Ostrum SRI Euro Minvol Equity - Part R

Assurance vie
PEA
CTO

+4.74%

+7.72%

+30.83%

+33.55%

5 ans

3

Ostrum Europe MinVol Equity- Part R/A

Assurance vie
CTO

+6.94%

+9.73%

+33.81%

+40.57%

5 ans

4

Ostrum SRI Euro Sovereign Bonds - Part I

Assurance vie
CTO

+0.09%

+2.23%

+4.39%

-13.30%

3 ans

3

Ostrum SRI Euro Sovereign Bonds - Part R (C)

Assurance vie
CTO

+0.04%

+1.97%

+3.61%

-14.38%

3 ans

3

Ostrum Europe MinVol Equity - Part I/A

Assurance vie
CTO

+7.18%

+10.93%

+38.26%

+48.41%

5 ans

4

Ostrum Global MinVol Equity- Part R/C

Assurance vie
CTO

+5.37%

+7.16%

+29.88%

+38.41%

5 ans

3

Ostrum Global MinVol Equity - Part I/A EUR

Assurance vie
CTO

+5.61%

+8.33%

+34.17%

+46.08%

5 ans

3

Ostrum Total Return Dynamic - Part R/A (EUR)

Assurance vie
CTO

-1.73%

+3.01%

+11.62%

+1.10%

5 ans

3

Ostrum Total Return Dynamic - Part I/A

Assurance vie
CTO

-1.55%

+3.88%

+14.50%

+5.44%

5 ans

3

Thematics Europe Selection - Part I / C

Assurance vie
PEA
CTO

-5.02%

-7.76%

-0.60%

-6.18%

5 ans

4

Thematics Europe Selection - Part C

Assurance vie
PEA
CTO

-5.12%

-8.22%

-2.08%

-8.49%

5 ans

4

Thematics AI and Robotics - Part H / R

Assurance vie
CTO

-5.42%

+17.05%

+39.67%

+25.36%

5 ans

5

Thematics AI and Robotics - Part H / I

Assurance vie
CTO

-5.29%

+17.99%

+43.12%

+30.63%

5 ans

5

Thematics Meta Fund - Part H / R

Assurance vie
CTO

-5.18%

+1.06%

+18.60%

-6.08%

5 ans

5

Thematics Meta Fund - Part H / I

Assurance vie
CTO

-5.08%

+1.81%

+21.63%

-2.28%

5 mois

5

Thematics Safety Fund - Part H / R

Assurance vie
CTO

-3.08%

+2.32%

+29.88%

-10.92%

5 ans

5

Thematics Safety Fund - Part H / I

Assurance vie
CTO

-2.89%

+3.20%

+33.12%

-7.09%

5 ans

5

Thematics Water Fund - Part H / R

Assurance vie
CTO

+1.76%

+10.71%

+22.78%

+16.76%

5 ans

4

Thematics Water Fund - Part H / I

Assurance vie
CTO

+1.95%

+11.53%

+25.92%

+21.72%

5 ans

4

VEGA Alpha Opportunités ISR - Part I

Assurance vie
PEA
CTO

-2.19%

-1.84%

+6.85%

-1.17%

3 ans

2

Vega Alpha Opportunités ISR - Part R

Assurance vie
PEA
CTO

-2.28%

-1.39%

+6.49%

-2.30%

3 ans

2

VEGA Court Terme Dynamique - Part R

Assurance vie
CTO

+0.16%

+2.31%

+11.09%

+7.32%

1 an

2

VEGA Court Terme Dynamique - Part I

CTO

+0.22%

+2.59%

+12.04%

+8.86%

1 an

2

VEGA Euro Opportunités ISR - Part I/C

PEA
CTO

-2.31%

+4.33%

+16.48%

+10.51%

5 ans

4

VEGA Euro Opportunités ISR - Part R

Assurance vie
PEA
CTO

-2.50%

+3.34%

+12.63%

+4.00%

5 ans

4

VEGA Euro Rendement ISR - Part R

Assurance vie
CTO

-0.87%

+1.84%

+13.79%

+5.51%

3 ans

2

VEGA Euro Rendement ISR - Part I/C

CTO

-0.74%

+2.46%

+15.67%

+8.45%

3 ans

2

VEGA Europe Convictions ISR - Part I

Assurance vie
PEA
CTO

-4.21%

-0.11%

+18.14%

+18.45%

5 ans

4

VEGA Europe Convictions ISR - Part R

Assurance vie
PEA
CTO

-4.44%

-1.26%

+14.06%

+11.62%

5 ans

4

VEGA Europe Autonomie - Part R / C

Assurance vie
PEA
CTO

+3.77%

+10.11%

+26.11%

+23.85%

5 ans

4

VEGA France Opportunités ISR - Part I/C

PEA
CTO

-4.90%

-2.37%

+17.08%

+22.60%

5 ans

4

VEGA France Opportunités ISR - Part R/C

Assurance vie
PEA
CTO

-5.12%

-3.46%

+13.05%

+15.45%

5 ans

4

VEGA Grande Amerique - Part R

CTO

-2.77%

+2.50%

+32.02%

+28.49%

8 ans

4

VEGA Grande Amérique - Part I

CTO

-2.46%

+4.09%

+38.26%

+38.88%

8 ans

4

VEGA Grande Asie - Part I

Assurance vie
CTO

+5.62%

+15.89%

+25.63%

-0.31%

8 ans

4

VEGA Grande Asie - Part R

Assurance vie
CTO

+5.56%

+15.62%

+23.48%

-4.99%

8 ans

4

VEGA Grande Europe - Part I

Assurance vie
PEA
CTO

-1.23%

+3.66%

+20.62%

+17.25%

7 ans

4

VEGA Grande Europe - Part R

Assurance vie
PEA
CTO

-1.19%

+3.88%

+19.90%

+13.44%

7 ans

4

VEGA Monde Patrimoine - Part R

Assurance vie
CTO

-1.40%

+4.78%

+21.10%

+15.18%

5 ans

3

VEGA Monde Patrimoine - Part I

Assurance vie
CTO

+4.11%

-2.57%

+15.95%

+17.41%

5 mois

3

VEGA Patrimoine ISR - Part R/C

Assurance vie
CTO

-2.95%

+1.61%

+17.95%

+13.70%

3 ans

3

Aucuns fonds ne correspond à vos critères dans cette liste.

(1) Ce sélecteur de fonds ne constitue aucunement une recommandation personnalisée. Il vous est recommandé de contacter votre conseiller habituel avant toute souscription pour bénéficier d’une information ou d’un conseil adapté à votre situation personnelle.
(2) Le calcul de l'Indicateur Synthétique de Risque (ISR), tel que défini par le règlement PRIIP, s'appuie à la fois sur la mesure du risque de marché et du risque de crédit. Il part de l'hypothèse que vous conserverez le produit pendant la période de détention recommandée. Il est calculé périodiquement et peut évoluer dans le temps. L'indicateur de risque est présenté sur une échelle numérique de 1 (le moins risqué) à 7 (le plus risqué).
(3) Les performances présentées sont des performances cumulées.
Les performances passées ne sont pas un indicateur fiable des performances futures. Les performances citées sont nettes de frais de gestion mais hors commission de souscription dans le PEA et le CTO, et hors frais d'entrée, d'arbitrage, et de gestion du contrat dans le cadre d'un contrat d'assurance-vie et de capitalisation.
(4) La date affichée correspond à l'actualisation la plus récente. Elle peut différer d'un fonds à l'autre. Consultez le détail d'un fonds pour consulter la date précise d'actualisation de ses performances.