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 | ||||||||||||||||
74 | Fidelity Asian Smaller Cies. A | 38.20 | ++++ | +++++ | +++ | Neutre | * * * * * | 3 | Equilibre | Actions | Asie | + | ++++ | + | + | Hausse | |
69 | Piquemal Hough. Glb. Equities R | 1 096 | ++++ | +++++ | +++ | Neutre | 4 | Equilibre | Actions | Monde | Neutre | - - - - - | Neutre | - | Hausse | ||
68 | Russell Inv. World Equity Fd. II EHT | 246.7 | ++++ | +++++ | ++ | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | +++ | + | Hausse | |
67 | HMG Découvertes C | 307.2 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | PEA | Actions | France | + | +++++ | +++++ | +++ | Hausse |
65 | Mirova Global Sust. Equity RA | 315.1 | ++++ | +++++ | ++ | Neutre | * * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | ++++ | ++ | - | Hausse |
65 | First Eagle Amundi Int'l AEC | 243.2 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | ++ | +++ | Hausse | |
63 | HMG Découvertes PME C | 150.9 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | PME | Actions | France | + | +++ | ++++ | Neutre | Hausse |
63 | Templeton Asian Smaller Cies. A | 78.40 | ++++ | +++++ | ++ | Neutre | 4 | Equilibre | Actions | Asie | Neutre | - - | - - | - - - - | Hausse | ||
62 | Capital Group New Persp. B | 21.20 | ++++ | +++++ | ++ | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | +++++ | ++ | ++ | Hausse | |
61 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
60 | Echiquier World Equity Growth G | 480.8 | ++++ | +++++ | ++ | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | ++ | ++ | Hausse | |
59 | Fidelity World Fund AE | 39.60 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | Neutre | + | Hausse | |
59 | Tikehau Equity Selection R | 1 062 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | Actions | Monde | + | +++++ | +++ | +++ | Hausse | |
56 | Cogefi Flex Dynamic P | 105.4 | +++ | +++++ | + | Neutre | * * | 4 | Equilibre | Flexibles | Monde | Neutre | - - | - | ++ | Hausse | |
56 | EdR SICAV Eqt. Euro Solve A | 112.9 | +++ | +++++ | + | Neutre | * * * * * | 3 | Equilibre | ISR PEA | Actions | Euro Zone | + | +++ | +++++ | ++ | Hausse |
56 | M&G Lux Dynamic Allocation A | 11.00 | +++ | +++++ | + | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - - | + | ++ | Hausse | |
55 | Wise World ISR | 152.6 | +++ | +++++ | + | Neutre | * * * * * | 4 | Equilibre | Actions | Monde | Neutre | +++++ | ++ | + | Hausse | |
55 | Enjeux Croissance Monde | 253.6 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | Actions | Monde | + | ++++ | + | + | Hausse | |
54 | R Co Valor Balanced C | 129.8 | +++ | +++++ | Neutre | Neutre | * * * * * | 2 | Equilibre | Flexibles | Monde | +++ | +++ | +++ | +++ | Neutre (+) | |
53 | GLG Green Impact A | 401.4 | +++ | +++++ | + | Neutre | * * * | 4 | Equilibre | PEA | Actions | Europe | + | Neutre | Neutre | + | Hausse |
53 | Taux = + 20% | +++ | +++++ | Monétaire | |||||||||||||
52 | Latitude Croissance A | 173.7 | +++ | +++++ | Neutre | Neutre | * * | 3 | Equilibre | Flexibles | Monde | ++ | ++++ | - - - - | ++ | Neutre (+) | |
52 | Candriam Sust. Eqt. World C | 35.70 | +++ | +++++ | + | Neutre | * * * | 4 | Equilibre | ISR | Actions | Monde | Neutre | +++ | Neutre | Neutre | Hausse |
51 | GIS Glb. Multi Asset Income DX | 124.3 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | +++++ | ++ | Neutre (+) | |
51 | ABN Amro Parnassus US ESG Eqts A | 228.6 | +++ | +++++ | + | Neutre | * * * * | 4 | Equilibre | ISR | Actions | USA | Neutre | +++++ | ++ | Neutre | Hausse |
50 | CM-AM Flexible Euro RC | 16.80 | +++ | +++++ | Neutre | Neutre | * * * | 3 | Equilibre | PEA | Flexibles | Europe | + | - - | ++ | +++ | Neutre (+) |
50 | Lazard Patrimoine Croissance C | 538.5 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++ | +++ | ++++ | Neutre (+) | |
50 | Amplegest Long/Short AC | 112.1 | +++ | +++++ | Neutre | Neutre | * * * | 3 | Equilibre | Actions | Europe | ++ | - - - | +++ | ++ | Neutre (+) | |
49 | TOBAM AntiBench. Mult. Asset B1 | 96.90 | +++ | +++++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - | - - - - | ++ | Neutre (+) | ||
49 | Mandarine Global Microcap R | 173.3 | +++ | +++++ | Neutre | Neutre | 4 | Equilibre | Actions | Monde | + | - - - - - | - - - - | - - - | Neutre (+) | ||
44 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
34 | Athymis Millennial P | 182.9 | ++ | ++++ | Neutre | Neutre | * * | 4 | Equilibre | Actions | Monde | Neutre | ++++ | - - | Neutre | Neutre (-) | |
10 | 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 | ||||||||||||||||
61 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
51 | Sapienta Global Opport. C | 115.2 | +++ | +++++ | Neutre | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | - - | ++ | ++ | Neutre (+) | |
50 | Equilibre Ecologique C | 1 389 | +++ | +++++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | - - - - | - - - - | ++ | Neutre (-) | ||
47 | CM-AM Convertibles Euro RC | 16.20 | +++ | +++++ | Neutre | Neutre | * * | 3 | Equilibre | Convert. | Europe | +++ | - | - - | ++++ | Neutre (-) | |
47 | Acatis Value Event A | 371.7 | +++ | +++++ | Neutre | Neutre | * * * * * | 3 | Equilibre | Flexibles | Monde | ++ | +++++ | ++ | +++ | Neutre (-) | |
46 | Lumyna PSAM Glb. Event UCITS C | 107.3 | +++ | +++++ | Neutre | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | Neutre | Neutre (-) | ||
45 | LOS The Balanced PA | 148.1 | +++ | +++++ | Neutre | Neutre | * * | 2 | Equilibre | Flexibles | Monde | +++ | - | - - - | +++ | Neutre (-) | |
45 | Amplegest PME AC | 204.6 | +++ | +++++ | Neutre | Neutre | 4 | Equilibre | PME | Actions | France | Neutre | - - - - - | - - - - - | - - - - | Neutre (-) | |
44 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
44 | GLG Smallcaps A | 318.3 | +++ | +++++ | Neutre | Neutre | * | 3 | Equilibre | PEA | Actions | Euro Zone | + | - - - | + | + | Neutre (-) |
43 | Russell Inv. Multi Ass. Growth Strat. Eur. B | 13.50 | +++ | +++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | +++ | +++ | - | +++ | Neutre (-) | |
42 | Invesco Pan Eurpn. High Income E | 22.90 | +++ | +++++ | - | Neutre | * * | 2 | Equilibre | Flexibles | Europe | +++ | - - | ++ | ++ | Conserver | |
41 | Talence Sélection PME AC | 183.6 | +++ | ++++ | Neutre | Neutre | 4 | Equilibre | PME | Actions | France | Neutre | - - - - - | - - - | - - - | Neutre (-) | |
41 | Agilis R | 191.9 | +++ | +++++ | - | Neutre | * * * * | 3 | Equilibre | Flexibles | Monde | + | +++ | +++ | +++ | Conserver | |
40 | Kirao Multicaps Alpha C | 115.3 | +++ | +++++ | - | Neutre | * | 3 | Equilibre | PEA | Flexibles | Euro Zone | ++ | - - - | - | +++ | Conserver |
39 | Varenne Valeur A | 431.2 | ++ | ++++ | Neutre | Neutre | 3 | Equilibre | Flexibles | Monde | + | - - - | Neutre | - - | Neutre (-) | ||
39 | Tempo | 163.0 | ++ | +++++ | - | Neutre | 4 | Equilibre | Flexibles | OCDE | Neutre | - - - - - | - - - | - - - | Conserver | ||
39 | Ofi Inv. ESG MultiTrack R | 175.3 | ++ | +++++ | - | Neutre | * * | 3 | Equilibre | ISR | Flexibles | Monde | ++ | +++ | - - | + | Conserver |
38 | Dauphine Megatrends C | 148.5 | ++ | ++++ | - | Neutre | * * | 4 | Equilibre | Flexibles | Monde | Neutre | +++ | - | Neutre | Conserver | |
37 | BNY Mellon Global Real Return A | 1.40 | ++ | ++++ | - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | + | Conserver | ||
36 | BGF ESG Multi Asset A2 | 19.00 | ++ | ++++ | - | Neutre | 3 | Equilibre | ISR | Flexibles | Monde | ++ | - - | - - - - - | + | Conserver | |
34 | Comgest Growth Global Flex | 14.50 | ++ | ++++ | - | Neutre | * * * | 4 | Equilibre | Flexibles | Monde | + | +++++ | ++ | +++ | Conserver | |
34 | H2O Moderato FCP NC | 118.5 | ++ | ++++ | - | Neutre | * * * | 3 | Equilibre | Flexibles | Monde | ++ | + | +++++ | +++ | Conserver | |
33 | Carmignac Patrimoine E | 167.6 | ++ | ++++ | - | Neutre | * * | 3 | Equilibre | Flexibles | Monde | +++ | + | Neutre | +++ | Conserver | |
33 | Fidelity Global Multi Asset Income Y | 17.30 | ++ | ++++ | - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | - - - - - | - - - - - | Neutre | Conserver | ||
31 | Tikehau Eurpn. H/Y Units R | 149.7 | ++ | ++++ | - - | Neutre | * * | 2 | Equilibre | Oblig. | Euro Zone | +++ | + | ++++ | Neutre | Conserver | |
31 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
30 | M&G Lux Emerg. Mrkt Bond A | 12.70 | ++ | ++++ | - - | Neutre | * * | 3 | Equilibre | Oblig. | Emergents | ++ | +++ | - | ++++ | Conserver | |
29 | Franklin India A | 73.20 | ++ | ++++ | - | Neutre | * * | 4 | Equilibre | Actions | Asie | + | +++++ | Neutre | - - | Conserver | |
20 | JPM Global Healthcare D | 173.3 | + | +++ | - - | Neutre | 4 | Equilibre | Actions | Monde | Neutre | + | - - - - | - | Conserver | ||
17 | Lazard Credit Opport. RC | 661.2 | + | +++ | - - - | Neutre | 4 | Equilibre | Oblig. | Monde | + | - - - - - | - - - | - - - - | Conserver | ||
11 | Pictet Chinese Loc. Cur. Debt P | 105.9 | + | + | - - - | Neutre | 2 | Equilibre | Oblig. | Asie | +++ | - - - - - | - - - - - | - - - - | Conserver | ||
10 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
7 | FTGF BW Glb. Inc. Optim. A | 99.80 | Neutre | + | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - | - - - - | ++ | Conserver (-) | ||
7 | BlueBay Inv. Grade Gov. Bond R | 122.5 | Neutre | + | - - - | Neutre | 3 | Equilibre | Oblig. | Europe | ++ | + | - - - - - | +++ | Conserver (-) | ||
7 | Mirova Global Green Bond IA | 731.9 | Neutre | + | - - - | Neutre | 2 | Equilibre | ISR | Oblig. | Monde | +++ | - | - - - - - | +++ | Conserver (-) | |
7 | M&G Lux Optimal Income A | 10.30 | Neutre | + | - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | + | Neutre | ++++ | Conserver (-) | ||
5 | Candriam Eqties. L Biotech C | 838.4 | Neutre | + | - - - | Neutre | 4 | Equilibre | Actions | Monde | Neutre | - - | - - | - - - - | Conserver | ||
4 | Lazard Convertible Global RC | 471.0 | Neutre | + | - - - - | Neutre | 3 | Equilibre | Convert. | Monde | + | Neutre | - - | Neutre | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-13 | JPM Global Gov. Bond A | 11.90 | - | Neutre | - - - - | Neutre | 2 | Equilibre | Oblig. | Monde | +++ | - - - | - - - - - | ++ | Baisse (-) | ||
-47 | Taux = - 5% | - - - | - - | Monétaire | |||||||||||||
-51 | M&G Lux Global Macro Bond A | 13.50 | - - - | - - - | - - - - | Neutre | 3 | Equilibre | Oblig. | Monde | ++ | - - - - - | - - - - - | - - | Baisse (-) | ||
-51 | Nordea Stable Return BP | 17.40 | - - - | - - - | - - - - | Neutre | 2 | Equilibre | Flexibles | Monde | +++ | +++ | - - | ++ | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - | Monétaire | |||||||||||||
-85 | Nordea Alpha 10 MA BP | 12.90 | - - - - - | - - - - - | - - - - - | Neutre | 3 | Equilibre | Flexibles | Monde | ++ | Neutre | - - | - | Baisse (-) | ||
-91 | Taux = - 15% | - - - - - | - - - - - | Monétaire |