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 | ||||||||||||||||
67 | GLG. Microcaps Europe P | 224.0 | ++++ | +++++ | ++ | Neutre | 2 | Prudent | PEA | Actions | Euro Zone | +++ | - - - - - | - - - - | ++ | Hausse | |
61 | Taux = + 25% | ++++ | +++++ | Monétaire | |||||||||||||
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 | DNCA Inv. Beyond Alterosa A | 113.0 | +++ | +++++ | Neutre | Neutre | * * * | 2 | Prudent | ISR | Flexibles | OCDE | ++++ | - | Neutre | ++++ | |
50 | Carmignac Ptf. Patrim. Europe A | 132.5 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | - - - | - - - - | ++++ | Neutre (-) |
48 | Axiom Obligataire C | 2 158 | +++ | +++++ | Neutre | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - - | - - - | Neutre | Neutre (-) | ||
47 | Invest Latitude Equilibre A | 1 378 | +++ | +++++ | Neutre | Neutre | * | 2 | Prudent | Flexibles | Monde | ++++ | +++ | - - - - - | ++++ | Neutre (-) | |
47 | Carmignac Ptf. Credit A | 142.9 | +++ | +++++ | Neutre | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | Neutre | - - | - - - - - | Neutre (-) | ||
45 | Pictet TR Atlas P | 126.6 | +++ | +++++ | - | Neutre | * * * | 1 | Prudent | Actions | Monde | +++++ | +++ | - - - - | +++++ | Neutre (-) | |
44 | Taux = + 15% | +++ | +++++ | Monétaire | |||||||||||||
43 | BDLCM Fd. Durandal B | 104.6 | +++ | +++++ | - | Neutre | 1 | Prudent | Flexibles | OCDE | +++++ | - - - - - | - - - - - | ++++ | Conserver | ||
43 | Monocle Fund B | 1 213 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | Flexibles | Monde | ++++ | ++++ | - | ++++ | Neutre (-) | |
42 | Candriam Abso. Retrn Eqty Mrkt Neutr'l C | 220.3 | +++ | +++++ | Neutre | Neutre | * * * * | 2 | Prudent | Flexibles | Euro Zone | +++ | ++++ | + | ++++ | Neutre (-) | |
42 | DWS Concept Kaldemorgen LC | 171.7 | +++ | +++++ | - | Neutre | * * * | 2 | Prudent | Flexibles | Monde | ++++ | + | - | ++++ | Conserver | |
41 | Ruffer Tot. Ret. International OI | 1.50 | +++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | - - - - | Conserver | ||
40 | Eleva Absolute Return Europe A | 143.1 | +++ | +++++ | - | Neutre | 1 | Prudent | Actions | Europe | ++++ | - - - - - | ++++ | ++++ | Conserver | ||
38 | Keren Patrimoine C | 2 289 | ++ | +++++ | - | Neutre | * * * * | 2 | Prudent | Flexibles | Euro Zone | +++ | Neutre | +++++ | ++++ | Conserver | |
38 | Eurose C | 429.7 | ++ | ++++ | - | Neutre | * * * * | 2 | Prudent | ISR | Flexibles | Euro Zone | ++++ | ++ | +++++ | ++++ | Conserver |
38 | Choix Solidaire C | 80.60 | ++ | +++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - | +++++ | Conserver |
36 | Fourpoints Equilibre R | 116.4 | ++ | ++++ | - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - | - | +++ | Conserver | ||
36 | Tikehau Intl. Cross Assets R | 697.0 | ++ | ++++ | - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++++ | - - - | +++++ | Conserver | |
36 | Latitude Patrimoine A | 1 297 | ++ | ++++ | - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
35 | Sycomore Alloc. Patrimoine R | 144.1 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | Flexibles | Monde | ++++ | - - | ++ | ++++ | Conserver | |
34 | EdRF Income Europe A | 127.0 | ++ | ++++ | - | Neutre | * * | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | + | +++ | Conserver |
33 | Allocation Protection 80 R | 1 037 | ++ | ++++ | - - | Neutre | * * * | 1 | Prudent | PEA | Flexibles | Monde | +++++ | +++ | - | +++++ | Conserver |
32 | Sextant Bond Picking A | 107.9 | ++ | ++++ | - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | ++++ | Conserver | ||
32 | Pictet Multi Asset Global Opp. R | 122.3 | ++ | ++++ | - - | Neutre | * | 2 | Prudent | Flexibles | Monde | +++ | +++ | - - - - | +++ | Conserver | |
32 | Omnibond R | 1 638 | ++ | ++++ | - | Neutre | 2 | Prudent | Oblig. | Euro Zone | ++++ | - - - - | ++ | + | Conserver | ||
31 | Taux = + 10% | ++ | ++++ | Monétaire | |||||||||||||
31 | GLG Europe Flex A | 191.2 | ++ | ++++ | - - | Neutre | 1 | Prudent | Flexibles | Europe | ++++ | - | - - - | ++++ | Conserver | ||
30 | Sélectiz RC | 108.1 | ++ | ++++ | - - | Neutre | * * | 1 | Prudent | Flexibles | Monde | +++++ | - | + | +++++ | Conserver | |
29 | Octo Crédit Value C | 1 130 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | ++++ | +++ | ++++ | ++++ | Conserver | |
26 | DNCA Inv. Alpha Bonds B | 120.7 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Oblig. | Monde | ++++ | ++++ | +++++ | ++++ | Conserver | |
26 | Pictet Emerging Corp. Bonds HP | 80.60 | ++ | +++ | - - | Neutre | 2 | Prudent | Oblig. | Emergents | ++++ | - - - - | - - - - | ++++ | Conserver | ||
26 | Helium Selection B | 1 618 | ++ | +++ | - - | Neutre | * * * * | 1 | Prudent | Flexibles | Monde | +++++ | ++++ | +++++ | +++++ | Conserver | |
25 | Echiquier Alloc. Flexible A | 127.7 | ++ | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - - - - | ++ | Conserver | ||
23 | Ofi Inv. ESG Prudent Euro RC | 96.80 | + | +++ | - - | Neutre | 2 | Prudent | ISR | Flexibles | Europe | ++++ | Neutre | - - - | +++++ | Conserver | |
23 | Stratégie & Conviction | 147.4 | + | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - - | - - | + | Conserver | ||
22 | Patrimoine International AC | 116.1 | + | +++ | - - | Neutre | * | 1 | Prudent | Flexibles | Monde | +++++ | ++ | - | +++++ | Conserver | |
22 | GEFIP Patrimonial | 510.3 | + | +++ | - - | Neutre | 2 | Prudent | Flexibles | Monde | +++ | - - - - | - - | ++++ | Conserver | ||
20 | R Co Conviction Credit Euro C | 455.4 | + | +++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | Monde | +++++ | ++++ | + | +++++ | Conserver | |
19 | PIMCO GIS Diversified Income E | 14.30 | + | +++ | - - - | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | - - - | - - - | ++++ | Conserver | ||
17 | Generali Trésorerie ISR B | 3 661 | + | ++ | - - - | Neutre | * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | - | +++++ | Conserver |
17 | Candriam Sust. Bond Glb. H/Y C | 111.6 | + | ++ | - - - | Neutre | * * | 1 | Prudent | ISR | Oblig. | Monde | ++++ | +++ | ++ | +++++ | Conserver |
17 | Helium Performance B | 1 369 | + | ++ | - - - | Neutre | * * * | 1 | Prudent | Flexibles | Monde | +++++ | +++ | +++++ | +++++ | Conserver | |
17 | CM-AM Credit Low Duration RD | 28 503 | + | ++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | OCDE | +++++ | ++++ | ++++ | +++++ | Conserver | |
16 | AXA IM FIIS Eurp.Sh.Dur.H/Y E | 133.8 | + | ++ | - - - | Neutre | * * | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | ++++ | +++++ | Conserver | |
16 | EdR Credit Very Short Term C | 130.4 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Europe | +++++ | ++ | - - - - - | +++++ | Conserver | ||
16 | Octo Crédit ISR Court Terme B | 1 071 | + | ++ | - - - | Neutre | 1 | Prudent | ISR | Oblig. | Monde | +++++ | - - - - | Neutre | +++++ | Conserver | |
16 | GLG Heritage A | 175.1 | + | ++ | - - - | Neutre | 1 | Prudent | Flexibles | Europe | +++++ | Neutre | - - - - - | +++++ | Conserver | ||
16 | La Française Trésorerie ISR R | 89 592 | + | ++ | - - - | Neutre | * * | 1 | Prudent | ISR | Monétaires | Europe | +++++ | ++++ | ++++ | +++++ | Conserver |
15 | Lazard Euro Money Market A | 4 410 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
15 | Fidelity Euro Cash A | 10.80 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
15 | RMM Trésorerie 6M C | 1 029 | + | ++ | - - - | Neutre | 1 | Prudent | Monétaires | Europe | +++++ | - | - - - - - | +++++ | Conserver | ||
15 | AIS Credit Opportunities DX | 103.4 | + | ++ | - - - | Neutre | 1 | Prudent | Oblig. | Monde | +++++ | - - - - - | - - - - - | +++++ | Conserver | ||
12 | Ostrum Euro Inflation RA | 46.40 | + | + | - - - | Neutre | 1 | Prudent | Oblig. | Euro Zone | +++++ | + | - - - - | ++++ | Conserver | ||
12 | CM-AM Obli Flexible RC | 102.6 | + | + | - - - | Neutre | * | 1 | Prudent | Oblig. | Europe | +++++ | ++++ | Neutre | +++++ | Conserver | |
11 | Helium Fund B | 1 191 | + | + | - - - | Neutre | 1 | Prudent | Flexibles | Monde | +++++ | - - | ++++ | +++++ | Conserver | ||
11 | Invesco Global Inv. Grade Corp. Bond A | 9.90 | + | + | - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - | - - - | +++ | Conserver | ||
10 | Tx ESTER j/j rate | + | ++ | Monétaire | |||||||||||||
9 | Taux FG = + 3.5% | Neutre | ++ | Monétaire | |||||||||||||
8 | Fidelity Flexible Bond A | 10.00 | Neutre | + | - - - | Neutre | 2 | Prudent | Oblig. | Monde | ++++ | - - - - - | - - - - | +++ | Conserver (-) | ||
7 | EdRF Bond Allocation A | 222.7 | Neutre | + | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - | - - - - | ++++ | Conserver (-) | ||
6 | Lazard Patrimoine SRI RC | 125.5 | Neutre | Neutre | - - - - | Neutre | 2 | Prudent | ISR | Flexibles | Monde | ++++ | - - - - - | - - - - | Neutre | Conserver (-) | |
3 | Jupiter GF Dynamic Bond L | 11.20 | Neutre | Neutre | - - - - | Neutre | 2 | Prudent | Oblig. | Monde | +++ | - - - - - | - - - - | + | Conserver (-) | ||
0 | Taux ZERO | Neutre | Neutre | Monétaire | |||||||||||||
-3 | Lazard Eurpn. Alternative B | 116.5 | Neutre | Neutre | - - - - | Neutre | 1 | Prudent | Actions | Europe | ++++ | - - - - - | - - - | +++ | Baisse (-) | ||
-5 | GIS Euro Bonds 1/3Y DY | 99.30 | Neutre | Neutre | - - - - | Neutre | 1 | Prudent | Oblig. | Euro Zone | +++++ | ++ | - - - - | +++++ | Baisse (-) | ||
-47 | Taux = - 5% | - - - | - - | Monétaire | |||||||||||||
-64 | Lumyna Sandbar Glb. Eqt. Mkt. Neut. UCITS C | 78.20 | - - - - | - - - | - - - - - | Neutre | 2 | Prudent | Flexibles | Monde | ++++ | - - - - - | - - - - - | + | Baisse (-) | ||
-76 | Taux = - 10% | - - - - | - - - - | Monétaire | |||||||||||||
-125 | Oddo BHF Polaris Moderate CR | 69.10 | - - - - - | - - - - - | - - - - - | - - | 1 | Prudent | Flexibles | Monde | ++++ | ++ | - | +++++ | Baisse (-) |