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Performance des catégories Morningstar

Catégories

Liste de toutes les Catégories Morningstar avec les performances de tous les fonds de la catégorie sur 3 mois, depuis le début de l'année, 1 an, 3 ans et 5 ans. La catégorie Morningstar est utilisée comme benchmark des fonds, par exemple dans la fiche-fonds Morningstar. Cliquez sur une catégorie pour afficher la liste des fonds qui la composent.

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Catégorie
Morningstar
YTD
(%)
3 m
(%)
12 m
(%)
3 a
(ann.)
5 a
(ann.)
3 a
(volat.)
Date
Actions Secteur Technologies29,075,9610,3618,7917,3216,0513/09/2019
Actions Etats-Unis Gdes Cap. Croissance27,235,1110,7515,8613,9113,6613/09/2019
Actions Russie30,815,2929,7815,158,5017,5013/09/2019
Actions Brésil23,544,5464,4014,972,9827,2613/09/2019
Actions Secteur Non-Coté30,508,6111,4814,8010,3911,8013/09/2019
Actions Grèce31,930,4919,5514,63-4,0117,9913/09/2019
Actions Etats-Unis Flex Cap24,745,057,2812,8811,6914,5713/09/2019
Actions BRIC19,393,9921,6112,788,5612,7413/09/2019
Actions Etats-Unis Gdes Cap. Mixte24,395,739,2412,6711,6913,0313/09/2019
Actions Thaïlande16,952,489,1012,297,5112,8913/09/2019
Actions Internationales Gdes Cap. Croissance23,544,498,9411,4910,0612,0213/09/2019
Matières Premières - Métaux Précieux26,8417,2136,9411,394,7713,8313/09/2019
Actions Etats-Unis Petites Cap.23,204,930,1411,1410,7817,8313/09/2019
Actions Europe Emergente23,224,0124,9010,934,2613,5613/09/2019
Actions Suisse Petites & Moy. Cap.26,384,970,9110,8113,0312,3513/09/2019
Actions Pays-Bas27,865,0310,7510,5812,2813,3113/09/2019
Actions Etats-Unis Moyennes Cap.26,176,025,7310,3410,6215,4613/09/2019
Actions Secteur Matériaux & Industrie23,074,716,2210,267,5214,4913/09/2019
Actions Grande Chine20,278,5912,3210,159,5515,7813/09/2019
Actions Pacifique hors Japon19,513,4613,4410,046,1410,8013/09/2019
Actions Secteur Finance20,553,515,1210,036,7414,9913/09/2019
Actions Taiwan Grandes Cap. 19,979,7611,1410,008,6213,4313/09/2019
Actions France Grandes Cap.22,634,747,609,976,5112,5113/09/2019
Actions Norvège10,010,78-6,829,895,3814,5313/09/2019
Actions Secteur Biens Conso. & Services23,455,2711,659,858,9912,4113/09/2019
Actions Etats-Unis Gdes Cap. Value20,645,647,039,7910,0313,5013/09/2019
Actions Secteur Services Publics20,815,0422,149,728,4511,1613/09/2019
Actions Chine18,707,3212,439,628,6316,4813/09/2019
Actions Suisse Grandes Cap.23,923,7310,399,298,139,7813/09/2019
Actions Secteur Eau25,505,1510,339,108,5011,3513/09/2019
Actions Internationales Gdes Cap. Mixte20,044,436,978,927,8411,0413/09/2019
Actions Secteur Ecologie24,084,458,638,817,4812,3413/09/2019
Actions Japon Petites & Moy. Cap.11,473,60-3,248,6611,8913,5713/09/2019
Actions Italie19,576,051,358,482,6116,4013/09/2019
Allocation Grande Chine15,294,3513,388,31-10,5813/09/2019
Actions Internationales Petites Cap.19,513,400,498,308,6112,9413/09/2019
Actions Asie-Pacifique hors Japon14,503,978,758,246,6412,1413/09/2019
Actions Singapour11,532,5812,398,104,1812,8113/09/2019
Actions Australie & Nouvelle-Zélande22,577,0811,238,084,4512,0013/09/2019
Actions Pologne-7,12-6,32-4,518,07-5,1115,0613/09/2019
Actions Asie hors Japon14,915,099,807,826,9612,5613/09/2019
Actions Amérique Latine13,380,1725,727,791,0219,4013/09/2019
Actions Asie-Pacifique hors Japon Rendement15,084,1311,417,786,3110,4113/09/2019
Fonds à horizon 2046+17,584,096,607,766,879,8713/09/2019
Actions Europe hors UK Gdes Cap.20,484,325,307,586,4311,5813/09/2019
Actions Internationales Rendement18,024,028,287,506,9510,0913/09/2019
Actions Internationales Flex-Cap.17,853,933,817,487,0512,2113/09/2019
Immobilier - Indirect Asie17,561,9918,967,477,2110,3113/09/2019
Actions Zone Euro Moyennes Cap.19,042,57-3,057,447,3813,0713/09/2019
Actions Japon Flex Cap12,884,98-0,577,438,9012,8013/09/2019
Actions Secteur Santé12,572,482,597,428,3113,2813/09/2019
Actions Europe Gdes Cap. Croissance22,743,215,307,427,3811,3813/09/2019
Actions Zone Euro Petites Cap.12,702,23-4,097,397,9913,7413/09/2019
Actions Europe Moyennes Cap.19,802,34-1,177,367,7812,5813/09/2019
Actions Royaume-Uni Petites Cap.12,13-2,10-5,937,336,1814,1413/09/2019
Fonds à horizon 2041-204516,493,846,147,326,489,3313/09/2019
Actions Secteur Agriculture18,623,404,497,264,6911,8613/09/2019
Actions Chine - A Shares33,307,9326,037,1811,1618,5613/09/2019
Actions Secteur Energies Alternatives24,935,5414,077,173,3515,0613/09/2019
Actions Internationales Gdes Cap. Value16,014,673,637,166,5911,4013/09/2019
Actions Afrique & Moyen-Orient12,76-1,1511,387,130,2411,6013/09/2019
Actions Marchés Emergents13,823,5210,987,094,4811,5413/09/2019
Actions Europe Emergente hors Russie8,751,278,807,083,5611,9313/09/2019
Fonds à horizon 2036-204016,613,856,297,086,058,5713/09/2019
Actions Hong Kong10,511,946,937,077,1114,0613/09/2019
Allocation USD Agressive17,064,249,047,057,219,3413/09/2019
Actions Asie-Pacifique avec Japon14,524,816,687,046,9810,9513/09/2019
Actions Japon Grandes Cap.14,676,613,346,978,5911,0313/09/2019
Actions Europe Petites Cap.14,84-0,02-5,426,898,4113,3113/09/2019
Actions Zone Euro Grandes Cap.18,293,763,546,835,2412,0413/09/2019
Allocation GBP Audacieuse15,953,515,376,755,3810,2813/09/2019
Actions Secteur Infrastructures19,883,9416,586,636,4010,5213/09/2019
Actions Europe hors UK Petites & Moy. Cap.16,221,09-3,236,358,3312,7013/09/2019
Actions Espagne6,82-0,05-5,026,343,4212,3713/09/2019
Fonds à horizon 2031-203513,913,415,426,285,538,0213/09/2019
Actions Suède16,203,253,726,216,8912,6013/09/2019
Actions Royaume-Uni Moyennes Cap.19,783,090,736,116,0514,5313/09/2019
Actions Europe Gdes Cap. Mixte18,262,613,896,044,6510,8713/09/2019
Actions Internationales Chariah Islamique14,323,892,145,955,5110,7013/09/2019
Immobilier - Indirect International22,443,4315,195,867,9511,0013/09/2019
Actions Europe du Nord Petites & Moy. Cap.14,49-0,36-1,765,839,6012,9513/09/2019
Immobilier - Indirect Zone Euro10,32-1,63-0,965,838,5610,7925/06/2019
Actions Europe du Nord15,161,322,505,806,3811,1913/09/2019
Allocation USD Modérée14,534,2310,395,776,497,4813/09/2019
Allocation EUR Agressive - International14,743,363,905,534,668,7613/09/2019
Obligations Internationales Haut Rendement13,263,8911,565,496,736,3813/09/2019
Obligations USD Haut Rendement13,183,6410,525,466,606,8613/09/2019
Fonds à horizon 2026-203013,873,546,405,304,786,7813/09/2019
Actions Vietnam7,883,762,355,268,6013,0213/09/2019
Actions Europe Gdes Cap. Value14,402,890,965,253,4311,8113/09/2019
Actions Allemagne Gdes Cap.16,821,99-1,685,165,0213,6813/09/2019
Obligations Internationales ILS15,284,9312,175,147,086,9313/09/2019
Actions Royaume-Uni Grandes Cap15,001,523,935,103,3611,6513/09/2019
Allocation USD Flexible14,093,918,645,106,338,5213/09/2019
Allocation GBP Modérément Audacieuse13,982,925,295,044,219,3413/09/2019
Actions Europe Rendement14,622,263,485,023,9810,5813/09/2019
Allocation Marchés Emergents12,033,3411,295,023,308,1913/09/2019
Actions Europe Flex Cap15,982,05-0,535,015,4211,9613/09/2019
Obligations Marchés Emergents Emprunts Privés13,644,1316,674,987,246,2113/09/2019
Actions Allemagne Petites & Moy. Cap.13,441,39-5,064,965,6313,2113/09/2019
Actions Zone Euro Flex Cap14,901,681,734,965,2912,5713/09/2019
Actions ASEAN11,332,5511,314,953,049,9313/09/2019
Allocation EUR Agressive11,482,201,464,934,538,9413/09/2019
Allocation NOK Agressive12,832,511,204,834,999,8713/09/2019
Actions Royaume-Uni Flex Cap15,321,150,104,833,9513,4713/09/2019
Allocation Asie13,164,0911,564,715,488,0813/09/2019
Obligations Europe Haut Rendement-0,14-0,773,054,595,844,6827/04/2018
Obligations Internationales Chariah Islamique14,256,8721,704,536,777,1713/09/2019
Obligations Internationales Emprunts Privés Couvertes en USD13,554,6415,284,487,106,3213/09/2019
Actions Secteur Ressources Naturelles15,144,072,524,46-0,3016,5613/09/2019
Immobilier - Indirect Amérique du Nord25,704,5916,574,349,1615,1013/09/2019
Obligations Internationales Flexibles Couvertes en USD11,433,8612,944,296,346,2313/09/2019
Obligations EUR Long Terme18,877,5120,654,277,069,0313/09/2019
Actions Secteur Biotechnologie14,550,90-6,264,225,6720,3113/09/2019
Convertibles Internationales Couvertes en USD12,363,947,684,186,187,3013/09/2019
Obligations Asie Haut Rendement12,402,7014,664,157,806,5413/09/2019
Allocation SEK Agressive12,563,243,574,145,028,1813/09/2019
Allocation USD Prudente11,363,8210,554,095,486,3513/09/2019
Obligations USD Emprunts Privés14,104,7615,854,086,456,4613/09/2019
Obligations USD Flexibles10,883,4311,684,086,136,2213/09/2019
Immobilier - Indirect Europe12,850,060,514,066,6611,3813/09/2019
Obligations Marchés Emergents13,203,7115,994,036,086,4613/09/2019
Allocation CHF Agressive14,394,416,073,953,907,7113/09/2019
Obligations Asie12,483,9715,783,806,386,0613/09/2019
Obligations Internationales Emprunts Privés11,743,7412,563,805,734,8513/09/2019
Obligations EUR Haut Rendement8,362,674,303,743,623,3813/09/2019
Actions Secteur Communication21,384,6311,733,715,0811,8313/09/2019
Actions Marchés Emergents Petites & Moy. Cap.12,002,987,953,703,4911,2013/09/2019
Actions Inde0,93-5,560,113,626,6416,3413/09/2019
Obligations Marchés Emergents Devise Locale11,484,2218,333,402,357,6713/09/2019
Obligations Internationales Flexibles8,862,669,213,305,375,4113/09/2019
Obligations Internationales Couvertes en USD9,373,2512,863,255,936,6313/09/2019
Allocation EUR Modérée - International10,152,643,343,242,975,7213/09/2019
Obligations Asie - Devise Locale9,234,3515,273,224,875,3913/09/2019
Allocation EUR Flexible - International10,132,561,973,222,567,0313/09/2019
Allocation GBP Modérée11,012,404,633,222,658,2413/09/2019
Obligations Internationales Indexées sur l'Inflation Couvertes en USD9,943,8511,603,146,677,0013/09/2019
Fonds à horizon 2021-20259,522,573,713,092,744,6413/09/2019
Actions Royaume-Uni Rendement12,150,741,013,092,8212,1513/09/2019
Convertibles Internationales9,732,454,053,074,615,8213/09/2019
Actions Afrique7,912,124,333,07-4,6611,9113/09/2019
Obligations RMB Haut Rendement10,221,8113,383,04-6,0613/09/2019
Allocation EUR Flexible9,232,021,633,032,317,3713/09/2019
Allocation GBP Flexible11,032,303,852,972,429,0513/09/2019
Obligations RMB8,262,0610,672,974,775,6213/09/2019
Obligations Internationales Haut Rendement Couvertes en EUR8,231,773,472,962,333,7513/09/2019
Allocation CHF Modérée12,514,796,802,893,896,2213/09/2019
Obligations USD Diversifiées10,763,8513,702,865,626,3013/09/2019
Obligations GBP Haut Rendement9,912,575,182,862,007,8813/09/2019
Obligations Internationales Haut Rendement Couvertes en GBP10,132,015,092,841,318,1713/09/2019
Obligations NOK Haut Rendement3,86-0,420,082,83-2,546,9113/09/2019
Allocation EUR Modérée9,142,002,062,752,556,3413/09/2019
Actions Marchés Frontières6,59-0,763,712,670,409,1713/09/2019
Fonds à horizon 2016-20206,182,013,982,372,293,4613/09/2019
Actions Afrique du Sud & Namibie8,511,807,912,310,6016,0913/09/2019
Actions Canada21,064,606,212,25-1,3212,8813/09/2019
Obligations GBP Indexées sur l'Inflation11,862,6113,022,235,519,9413/09/2019
Obligations Internationales Indexées sur l'Inflation8,172,7310,562,221,784,9613/09/2019
Actions Asie hors Japon Petites & Moy. Cap.10,051,725,002,223,1312,3213/09/2019
Obligations USD Diversifiées Court Terme5,972,358,572,194,366,3613/09/2019
Obligations Internationales Haut Rendement Couvertes en CHF10,623,946,192,183,625,6013/09/2019
Obligations DKK3,600,663,772,092,391,9813/09/2019
Obligations Internationales Dominante USD9,352,9911,261,974,605,7013/09/2019
Allocation GBP Modérément Prudente9,112,104,961,901,747,1113/09/2019
Monétaires USD Court Terme4,612,237,541,894,076,4013/09/2019
Obligations EUR Emprunts Privés6,172,045,201,882,262,2713/09/2019
Allocation SEK Modérée7,122,362,621,862,736,7813/09/2019
Allocation GBP Prudente8,602,105,501,851,896,8213/09/2019
Obligations Marchés Emergents Emprunts Privés Dominante EUR7,941,847,551,842,173,8513/09/2019
Obligations USD Emprunts d'Etat8,502,9912,281,824,346,9413/09/2019
Allocation EUR Prudente6,691,833,251,791,723,3213/09/2019
Obligations USD Indexées sur l'Inflation9,382,8610,641,773,716,6413/09/2019
Allocation EUR Prudente - International7,142,063,281,751,843,4213/09/2019
Monétaires USD4,872,307,701,743,916,3513/09/2019
Obligations DKK Domestiques2,620,382,801,701,951,6313/09/2019
Obligations Europe Emergente8,123,6712,501,672,504,9513/09/2019
Obligations GBP Emprunts Privés9,342,317,901,622,747,8113/09/2019
Matières Premières - Softs11,291,6211,211,61-4,6124,8624/11/2016
Obligations RMB Offshore4,011,599,211,58-6,1213/09/2019
Obligations Europe6,272,706,321,582,372,7813/09/2019
Obligations Internationales8,152,919,881,533,424,4713/09/2019
Obligations GBP Flexibles8,482,396,381,531,987,0813/09/2019
Obligations EUR Emprunts d'Etat6,472,946,961,512,233,2413/09/2019
Convertibles Europe6,231,42-0,161,471,894,5813/09/2019
Obligations EUR Flexibles5,712,094,091,431,182,5813/09/2019
Obligations Marchés Emergents Dominante EUR8,561,818,061,432,055,7513/09/2019
Allocation SEK Flexible7,462,051,671,421,748,1813/09/2019
Obligations HDK5,752,539,411,404,466,2613/09/2019
Obligations EUR Indexées sur l'Inflation5,363,723,791,391,503,4713/09/2019
Convertibles Internationales Couvertes en EUR7,031,29-0,371,371,345,1413/09/2019
Obligations Internationales Flexibles Couvertes en EUR5,551,273,771,311,412,8713/09/2019
Obligations Internationales Flexibles Couvertes en GBP7,831,685,581,290,647,1813/09/2019
Obligations Internationales Emprunts Privés Couvertes en EUR7,532,105,911,291,793,1013/09/2019
Allocation CHF Prudente9,724,336,091,282,615,4413/09/2019
Convertibles Internationales Couvertes en CHF9,533,712,801,263,186,6613/09/2019
Obligations EUR Diversifiées5,432,195,101,201,822,4113/09/2019
Fonds à horizon 2011-20153,911,532,461,200,644,5313/09/2019
Obligations GBP Diversifiées8,662,277,451,182,507,8713/09/2019
Obligations Internationales Emprunts Privés Couvertes en CHF10,494,429,181,134,015,9413/09/2019
Obligations Internationales Dominante EUR5,102,004,870,951,572,3313/09/2019
Convertibles Internationales Couvertes en GBP8,771,640,400,92-0,199,6213/09/2019
Obligations Internationales Flexibles Couvertes en CHF8,023,276,750,862,705,3713/09/2019
Obligations Internationales Emprunts Privés Couvertes en GBP8,962,047,320,830,706,7513/09/2019
Immobilier - Direct Europe2,150,732,340,660,453,4113/09/2019
Obligations GBP Emprunts d'Etat9,602,889,830,643,259,0813/09/2019
Actions France Petites & Moy. Cap.14,061,52-6,440,511,8114,3213/09/2019
Obligations EUR Emprunts Privés Court Terme2,330,681,450,490,580,9213/09/2019
Obligations Internationales Dominante CHF7,963,487,900,462,255,7113/09/2019
Obligations Internationales Indexées sur l'Inflation Couvertes en EUR4,781,573,430,321,533,2813/09/2019
Obligations Internationales Couvertes en EUR4,061,023,820,300,592,7713/09/2019
Obligations CHF5,712,946,720,302,666,0213/09/2019
Actions Indonésie6,251,6516,410,260,5615,5813/09/2019
Obligations Internationales Indexées sur l'Inflation Couvertes en GBP6,641,615,060,260,516,5713/09/2019
Obligations Internationales Couvertes en GBP5,941,105,900,240,226,8913/09/2019
Obligations Internationales Couvertes en CHF6,662,917,170,182,275,9013/09/2019
Obligations Internationales Couvertes en NOK4,63-0,682,600,16-1,276,5013/09/2019
Obligations EUR Emprunts d'Etat Court Terme1,210,481,340,010,071,4413/09/2019
Obligations EUR Diversifiées Court Terme1,220,430,77-0,020,161,0113/09/2019
Actions Secteur Energie9,200,37-10,69-0,18-6,8317,7013/09/2019
Swap EONIA PEA-0,17-0,06-0,25-0,19-0,120,0312/09/2019
Obligations EUR Très Court Terme0,240,06-0,08-0,20-0,060,4513/09/2019
Obligations NOK Court Terme2,12-0,77-1,06-0,23-1,845,9013/09/2019
Monétaires EUR-0,09-0,01-0,25-0,32-0,210,1513/09/2019
Obligations PLN0,35-0,711,34-0,39-0,255,0813/09/2019
Monétaires EUR Court Terme-0,34-0,12-0,47-0,47-0,340,0413/09/2019
Obligations JPY7,752,6013,34-0,485,198,0813/09/2019
Obligations NOK2,13-0,98-0,57-0,48-1,515,6613/09/2019
Matières Premières - Divers5,553,16-1,70-0,69-7,2310,5313/09/2019
Immobilier - Direct International0,970,240,40-0,78-1,034,4913/09/2019
Monétaires CHF2,392,212,38-0,851,245,0213/09/2019
Actions EMEA-3,38-8,211,10-0,903,3914,0827/04/2018
Allocation SEK Prudente1,741,881,36-0,92-0,235,4013/09/2019
Obligations CHF Court Terme2,442,312,64-0,931,405,1713/09/2019
Matières Premières - Bétail-12,971,13-11,82-1,05-3,6118,8224/11/2016
Monétaires GBP Court Terme1,390,060,87-1,06-1,886,7113/09/2019
Obligations GBP Diversifiées Court Terme2,200,311,68-1,08-1,556,6013/09/2019
Monétaires GBP1,220,010,71-1,19-1,966,7113/09/2019
Actions Secteur Métaux Précieux34,6222,0148,59-1,755,5422,1313/09/2019
Obligations SEK Emprunts Privés-2,261,230,07-2,20-1,775,7013/09/2019
Obligations SEK-1,881,011,38-2,55-1,135,4413/09/2019
Actions Belgique7,864,15-6,44-3,082,8612,0911/09/2019
Obligations AUD-3,75-3,49-7,60-3,30-1,867,6127/04/2018
Matières Premières - Energie3,27-19,07-31,22-3,79-23,3007/08/2019
Actions Corée-6,48-1,13-15,12-4,77-2,5115,3213/09/2019
Obligations CAD-4,36-1,99-6,42-5,21-1,086,8027/04/2018
Immobilier - Direct Autres2,201,083,17-6,63-12,809,1413/09/2019
Matières Premières - Agriculture-9,17-9,20-9,45-9,21-8,8911,6013/09/2019
Actions Turquie9,1614,6726,44-9,25-7,8830,9913/09/2019
Actions Asie-Pacifique Autres-------
Actions Autres-------
Actions Chariah Islamique Autres-------
Actions Etats-Unis - Devises Couvertes-------
Actions Internationales - Devises Couvertes-------
Actions Japon - Devises Couvertes-------
Allocation Autres Devises-------
Alt - Arbitrage Valeur Relative-------
Alt - Arbitrages Diversifiés -------
Alt - Autres-------
Alt - Devises-------
Alt - Event Driven-------
Alt - Fonds de Fonds Alternatifs - Actions-------
Alt - Fonds de Fonds Alternatifs - Multistratégies-------
Alt - Global Macro-------
Alt - Long/Short Actions - Autres-------
Alt - Long/Short Actions - Europe-------
Alt - Long/Short Actions - International-------
Alt - Long/Short Actions - Marchés Emergents-------
Alt - Long/Short Actions - UK-------
Alt - Long/Short Actions - US-------
Alt - Long/Short Crédit-------
Alt - Market Neutral - Actions-------
Alt - Multistratégies-------
Alt - Systematic Futures-------
Alt - Volatilité-------
Autres-------
Convertibles Autres-------
Diversified Arbitrage-------
Fonds à Capital Protégé-------
Fonds Garantis-------
Fund of Funds - Macro/Systematic-------
Fund of Funds - Equity-------
Fund of Funds - Event-------
Fund of Funds - Multistrategy-------
Global Long/Short Equity-------
Global Macro-------
Immobilier - Indirect Autres-------
Long/Short Debt-------
Long-Only Debt -------
Long-Only Equity -------
Long-Only Other -------
Matières Premières - Céréales-5,17-2,44-2,69---17/07/2019
Matières Premières - Industrie & Métaux0,58-9,29---11,4617/07/2019
Monétaires Autres Devises-------
Multistrategy-------
Obligations à échéance-------
Obligations Autres-------
Obligations Autres Devises Indexées sur l'Inflation-------
Obligations EUR Subordonnées-------
Obligations Haut Rendement Couvertes en Autres Devises-------
Systematic Futures-------
Trading - Leveraged/Inverse Actions-------
Trading - Leveraged/Inverse Matières Premières-------
Trading - Leveraged/Inverse Obligations-------
Performances sur 1 an, 3 ans et 5 ans des catégories Morningstar de fonds.
Les performances sont calculées en Euro (EUR).

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