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.

×
Catégorie
Morningstar
YTD
(%)
3 m
(%)
12 m
(%)
3 a
(ann.)
5 a
(ann.)
3 a
(volat.)
Date
Actions Secteur Biotechnologie27,1410,0795,9048,0535,9220,7921/05/2015
Actions Secteur Santé21,579,2655,4632,8223,1711,4421/05/2015
Actions Danemark27,0914,0229,8132,3518,8411,0721/05/2015
Actions Royaume-Uni Moyennes Cap.25,1712,7939,5830,9624,6810,9221/05/2015
Actions Chine - A Shares48,2237,90163,1530,4716,1628,0021/05/2015
Actions France Petites & Moy. Cap.22,7419,5326,8627,05-11,4113/04/2015
Actions Royaume-Uni Petites Cap.21,4412,4326,9726,5623,0010,5521/05/2015
Actions Suède Petites & Moyennes Cap.23,488,9923,0726,4419,6213,6021/05/2015
Actions Suisse Petites & Moy. Cap.25,3612,9334,3225,7920,019,3721/05/2015
Actions Europe Petites Cap.25,0712,0825,8525,6918,3110,9621/05/2015
Actions Europe hors UK Petites & Moy. Cap.23,9311,6524,9625,6018,1210,3721/05/2015
Actions Etats-Unis Moyennes Cap.14,754,9441,7925,5017,4510,5421/05/2015
Actions Italie28,4711,7818,7125,4211,1317,3021/05/2015
Actions Secteur Non-Coté15,685,2826,4825,3015,5511,0721/05/2015
Actions Espagne21,978,4612,2125,1611,6916,8221/05/2015
Immobilier - Indirect Europe20,243,7535,5825,1318,2712,2721/05/2015
Actions Zone Euro Moyennes Cap.24,618,1816,7124,9815,8011,8821/05/2015
Actions Europe Moyennes Cap.24,7811,2428,8624,8918,2510,5821/05/2015
Actions Chine33,0122,7171,3824,6312,8015,2821/05/2015
Actions Europe hors UK Gdes Cap.22,279,8625,4724,5815,5910,8121/05/2015
Actions Etats-Unis Gdes Cap. Croissance14,224,1043,0524,2918,3610,1421/05/2015
Actions Royaume-Uni Gdes Cap. Value20,028,1524,5124,2018,108,8621/05/2015
Actions Royaume-Uni Flex Cap21,259,8528,6824,1519,3710,0921/05/2015
Actions Internationales Petites Cap.19,298,3234,4424,1016,059,3821/05/2015
Actions Secteur Finance18,269,2838,5424,1013,4012,5521/05/2015
Actions Suisse Grandes Cap.23,1611,7128,6624,0617,259,0321/05/2015
Actions Belgique18,497,4821,3723,9910,119,3220/05/2015
Actions Etats-Unis Gdes Cap. Mixte12,263,8739,5823,8817,159,0021/05/2015
Actions Etats-Unis Flex Cap12,783,7738,0123,8416,9810,3921/05/2015
Actions Etats-Unis Gdes Cap. Value10,343,2235,2723,7216,759,0821/05/2015
Actions Inde12,25-2,8144,7823,649,5121,2321/05/2015
Actions Japon Petites & Moy. Cap.23,109,8748,5423,5214,2815,1721/05/2015
Actions Royaume-Uni Rendement20,068,4128,1923,3418,518,9621/05/2015
Actions Suède Grandes Cap.19,666,6219,3023,1416,8113,6121/05/2015
Actions Zone Euro Grandes Cap.20,878,0320,4823,0812,7611,9221/05/2015
Actions Allemagne Gdes Cap.20,737,4822,6023,0415,6512,9621/05/2015
Actions Europe Gdes Cap. Croissance23,519,9529,0922,9017,389,9421/05/2015
Actions Secteur Energies Alternatives22,1810,8925,4722,875,3213,6321/05/2015
Actions Etats-Unis Petites Cap.13,145,0835,5522,7616,7411,8921/05/2015
Actions France Grandes Cap.22,237,9817,6222,6211,7511,7321/05/2015
Actions Europe Gdes Cap. Value20,177,5119,6422,4913,0210,9021/05/2015
Actions Europe du Nord23,4910,3221,2222,2715,8312,3421/05/2015
Actions Secteur Eau13,307,2322,5522,2614,979,2721/05/2015
Actions Secteur Technologies16,906,4143,2022,2515,8711,5821/05/2015
Actions Europe Rendement18,937,0520,6222,1414,959,4521/05/2015
Actions Royaume-Uni Gdes Cap. Croissance21,179,1731,2221,8916,979,8921/05/2015
Actions Internationales Gdes Cap. Value16,136,0630,0021,8714,238,3321/05/2015
Actions Royaume-Uni Gdes Cap. Mixte20,368,3926,6821,8517,079,5421/05/2015
Actions Europe Gdes Cap. Mixte20,988,5323,7721,5914,3210,0521/05/2015
Actions Grande Chine28,3417,6353,9021,5312,2612,5421/05/2015
Actions Europe Flex Cap21,879,4323,0021,5214,4610,1921/05/2015
Actions Zone Euro Flex Cap17,897,4323,2221,38-11,4521/05/2015
Actions Internationales Gdes Cap. Croissance16,746,4435,9921,1114,419,0321/05/2015
Actions Pays-Bas22,989,8425,6621,0912,0712,0821/05/2015
Actions Japon Grandes Cap.26,3611,2048,0420,9510,8213,0321/05/2015
Actions Hong Kong27,4016,7251,6820,9012,6513,3221/05/2015
Actions Secteur Communication17,305,2831,5220,8815,9510,8321/05/2015
Actions Secteur Ecologie18,638,2128,0020,8011,599,7021/05/2015
Actions Internationales Gdes Cap. Mixte16,276,3431,2720,2113,638,4021/05/2015
Actions Afrique & Moyen-Orient12,994,3219,4619,5311,4613,3921/05/2015
Actions Internationales Flex-Cap.16,796,8130,4319,3812,169,3021/05/2015
Actions Internationales Rendement15,355,6527,9718,9314,788,2021/05/2015
Immobilier - Indirect Asie18,826,8134,1618,6113,1914,0821/05/2015
Actions Vietnam8,69-2,5027,9418,427,2517,2821/05/2015
Actions Secteur Biens Conso. & Services17,146,0632,6918,3715,6511,2521/05/2015
Actions Asie-Pacifique avec Japon22,229,7638,9718,3211,0810,7821/05/2015
Actions Asie hors Japon19,988,9138,8517,9711,7911,7021/05/2015
Actions Secteur Infrastructures14,146,3832,7417,9012,0211,2121/05/2015
Fonds à horizon 2036-204014,855,7425,2817,5611,467,8821/05/2015
Allocation GBP Agressive16,317,0627,3717,4913,437,5421/05/2015
Actions Marchés Frontières9,963,7316,5717,317,3210,5221/05/2015
Fonds à horizon 2046+14,975,3326,1917,2211,649,0521/05/2015
Actions Taiwan Grandes Cap. 19,758,7735,3817,1912,9811,5321/05/2015
Fonds à horizon 2031-203514,415,4724,7317,1912,107,8721/05/2015
Immobilier - Indirect International11,801,7732,0817,0314,1911,8721/05/2015
Fonds à horizon 2041-204514,995,5726,0616,9911,968,3821/05/2015
Actions Asie-Pacifique hors Japon17,046,3430,9116,6912,1011,5421/05/2015
Fonds à horizon 2026-203012,844,7523,9716,6710,977,1521/05/2015
Convertibles Internationales Couvertes en USD15,325,1332,6516,4510,658,0621/05/2015
Actions Allemagne Petites & Moy. Cap.15,155,2915,8416,3213,5510,1621/05/2015
Convertibles Internationales Couvertes en GBP15,887,2723,9716,1712,857,0021/05/2015
Actions Secteur Matériaux & Industrie18,596,8528,2515,8510,2212,2821/05/2015
Convertibles Internationales Couvertes en CHF21,525,6425,6615,7114,6310,3421/05/2015
Actions Pologne16,588,8113,6815,575,1816,6321/05/2015
Allocation SEK Agressive13,265,3317,7115,4212,198,7821/05/2015
Immobilier - Indirect Amérique du Nord6,99-2,7430,0415,1115,2415,2321/05/2015
Actions Secteur Services Publics7,854,0924,3014,9610,8510,8121/05/2015
Allocation GBP Modérée14,236,1224,2914,6611,686,6521/05/2015
Actions Internationales Chariah Islamique15,685,1825,7714,639,338,8021/05/2015
Obligations GBP Haut Rendement13,706,4217,7514,4013,146,9021/05/2015
Convertibles Internationales13,564,3224,8314,369,826,4921/05/2015
Allocation USD Modérée13,144,0228,4414,029,687,7421/05/2015
Fonds à horizon 2021-202510,523,9817,7113,869,925,8621/05/2015
Actions Secteur Agriculture14,375,3526,3013,7911,289,5621/05/2015
Actions Thaïlande8,82-3,0430,0813,5918,7618,3221/05/2015
Allocation EUR Agressive - International11,424,2319,7613,358,317,1121/05/2015
Allocation GBP Flexible14,155,8823,2113,3410,528,2321/05/2015
Convertibles Asie/Japon15,849,6424,6813,327,778,4221/05/2015
Allocation EUR Agressive12,074,4714,9113,288,047,9521/05/2015
Allocation USD Agressive14,124,7630,3612,998,397,7721/05/2015
Allocation USD Flexible13,944,8928,0512,938,408,6821/05/2015
Actions Singapour11,945,5221,1012,8510,2911,6121/05/2015
Obligations GBP Emprunts Privés10,293,5521,9112,5711,618,5921/05/2015
Obligations Asie Haut Rendement13,386,0529,7312,559,489,0821/05/2015
Obligations Internationales Haut Rendement Couvertes en GBP12,965,6915,4412,5212,906,9021/05/2015
Actions Autriche21,768,5013,4812,494,9514,4621/05/2015
Obligations Internationales Haut Rendement Couvertes en CHF18,824,3318,4412,3515,2810,1821/05/2015
Actions Norvège19,808,928,3612,169,7614,6521/05/2015
Allocation Asie13,524,4429,1812,1310,439,7321/05/2015
Actions Zone Euro Petites Cap.13,675,977,9412,1111,4411,8321/05/2015
Obligations GBP Flexibles10,554,0119,3112,0310,957,6021/05/2015
Actions ASEAN10,742,6322,7111,8612,2713,3421/05/2015
Allocation GBP Prudente12,305,1421,7011,6710,476,5221/05/2015
Actions Europe Emergente hors Russie10,815,6812,0211,663,5213,2121/05/2015
Actions Malaisie13,984,9411,9811,5712,0912,6921/05/2015
Obligations Internationales Haut Rendement11,973,9121,2311,539,887,7421/05/2015
Obligations USD Haut Rendement12,133,6421,9411,4410,318,0721/05/2015
Actions Marchés Emergents15,856,1624,3811,447,3611,9621/05/2015
Actions Corée22,5012,4622,9911,378,7613,8921/05/2015
Obligations EUR Long Terme1,45-3,2517,1811,109,078,8421/05/2015
Actions BRIC21,907,9929,1111,074,3514,8121/05/2015
Obligations Internationales Flexibles Couvertes en GBP10,984,0917,3511,0210,227,0220/05/2015
Actions EMEA18,646,6318,3510,938,0713,9121/05/2015
Allocation CHF Agressive17,814,8923,8510,908,878,0621/05/2015
Actions Afrique du Sud & Namibie15,913,5421,1910,8310,5013,6821/05/2015
Convertibles Internationales Couvertes en EUR6,152,848,7610,777,585,1421/05/2015
Allocation CHF Modérée17,765,1224,6510,7010,628,2221/05/2015
Obligations Internationales ILS10,181,4318,0810,709,348,3621/05/2015
Obligations Marchés Emergents Emprunts Privés13,446,1625,5510,698,328,8521/05/2015
Fonds à horizon 2016-20208,272,9413,9010,447,534,5221/05/2015
Obligations GBP Indexées sur l'Inflation9,976,2826,8910,2513,579,4521/05/2015
Convertibles Europe8,853,218,7510,236,325,1521/05/2015
Actions Australie & Nouvelle-Zélande11,940,9813,6410,238,8716,4621/05/2015
Obligations Europe Haut Rendement4,332,034,5710,158,724,3021/05/2015
Allocation USD Prudente11,263,1026,6510,036,158,4321/05/2015
Obligations GBP Diversifiées9,773,7122,349,9710,508,8221/05/2015
Allocation EUR Modérée8,772,8711,489,806,206,3821/05/2015
Actions Turquie1,98-0,9317,779,653,2227,8521/05/2015
Obligations EUR Haut Rendement3,581,623,539,598,174,1721/05/2015
Obligations Internationales Emprunts Privés Couvertes en USD9,571,5526,489,597,3010,4121/05/2015
Allocation SEK Flexible11,544,3713,069,575,739,9021/05/2015
Obligations Internationales Emprunts Privés Couvertes en CHF15,952,3420,719,5212,5011,3621/05/2015
Obligations Internationales Emprunts Privés Couvertes en GBP10,483,9117,489,509,137,4121/05/2015
Allocation EUR Modérée - International7,162,4412,829,376,085,2121/05/2015
Obligations RMB10,975,6028,479,286,739,2621/05/2015
Obligations Internationales Flexibles Couvertes en CHF16,663,0818,899,11-9,8220/05/2015
Obligations Internationales Couvertes en CHF15,112,7818,759,0811,6011,0121/05/2015
Actions Asie-Pacifique Chariah Islamique15,805,5227,179,07-11,2621/05/2015
Obligations Internationales Flexibles Couvertes en USD10,732,9124,059,035,819,1920/05/2015
Actions Canada8,4210,3220,478,906,239,9030/04/2015
Obligations Internationales Couvertes en GBP9,923,9617,958,729,077,2821/05/2015
Obligations USD Flexibles10,572,8623,658,566,868,9521/05/2015
Actions Afrique9,564,7411,368,544,5712,6321/05/2015
Fonds à horizon 2011-20156,112,619,768,547,433,8321/05/2015
Allocation EUR Flexible - International8,323,0312,508,495,366,2821/05/2015
Obligations Asie10,763,5925,808,495,859,1921/05/2015
Obligations Marchés Emergents11,254,3621,428,428,008,8921/05/2015
Obligations USD Emprunts Privés9,221,5324,768,337,4410,0221/05/2015
Allocation CHF Prudente17,623,4721,118,118,558,5721/05/2015
Obligations Internationales Emprunts Privés8,071,5220,878,096,278,2521/05/2015
Allocation EUR Flexible8,023,048,987,924,716,6121/05/2015
Obligations Internationales Couvertes en USD8,811,6725,967,816,0710,0421/05/2015
Obligations GBP Emprunts d'Etat8,113,2124,787,7310,0110,0721/05/2015
Obligations Internationales Flexibles10,142,9223,427,565,908,5620/05/2015
Obligations Internationales Dominante USD9,773,0624,707,375,929,4021/05/2015
Obligations HDK10,943,6727,547,335,699,9421/05/2015
Obligations Internationales Dominante CHF11,842,8316,907,298,809,8721/05/2015
Obligations CHF14,872,7318,597,059,2010,8321/05/2015
Obligations USD Diversifiées9,241,9825,086,946,0910,3121/05/2015
Obligations Internationales Haut Rendement Couvertes en EUR3,211,460,506,927,824,8621/05/2015
Obligations Europe2,690,068,006,685,333,4721/05/2015
Allocation Marchés Emergents12,134,1118,136,514,229,1221/05/2015
Obligations Internationales Indexées sur l'Inflation Couvertes en USD9,642,2626,656,446,7211,8121/05/2015
Obligations PLN5,531,765,836,445,298,0421/05/2015
Allocation EUR Prudente4,351,286,976,434,503,4121/05/2015
Obligations Asie - Devise Locale9,052,3721,596,155,828,9621/05/2015
Allocation EUR Prudente - International4,391,238,136,094,153,4021/05/2015
Obligations EUR Emprunts Privés0,76-0,784,126,075,262,8221/05/2015
Obligations Internationales Indexées sur l'Inflation Couvertes en GBP10,034,1317,046,038,638,3921/05/2015
Allocation SEK Prudente6,373,795,755,956,126,0321/05/2015
Obligations USD Diversifiées Court Terme9,292,4823,135,693,589,2821/05/2015
Obligations Internationales Chariah Islamique9,932,8122,245,485,0210,2521/05/2015
Obligations EUR Emprunts d'Etat0,45-1,216,445,404,253,6821/05/2015
Obligations EUR Flexibles2,240,453,655,404,793,3121/05/2015
Obligations Marchés Emergents Emprunts Privés Dominante EUR3,963,212,735,386,385,5421/05/2015
Obligations Internationales7,001,3316,615,115,217,8721/05/2015
Obligations EUR Diversifiées0,60-0,885,245,094,253,0521/05/2015
Obligations USD Emprunts d'Etat8,612,2323,345,074,1310,2621/05/2015
Obligations Europe Emergente5,542,106,175,044,046,6521/05/2015
Obligations CHF Court Terme16,142,6718,524,846,829,7721/05/2015
Monétaires CHF15,242,9017,134,796,749,5821/05/2015
Monétaires USD Court Terme8,832,2422,924,772,539,3421/05/2015
Monétaires USD8,932,2722,854,732,499,3021/05/2015
Monétaires GBP Court Terme9,444,2814,374,674,456,0721/05/2015
Obligations Internationales Emprunts Privés Couvertes en EUR0,63-0,732,464,454,543,9821/05/2015
Obligations Internationales Dominante EUR2,540,236,234,173,523,4121/05/2015
Actions Europe Emergente23,229,354,254,020,3517,6021/05/2015
Obligations Internationales Flexibles Couvertes en EUR1,640,391,623,973,83-21/05/2015
Obligations DKK Long Terme-0,50-2,454,333,964,974,1021/05/2015
Obligations Marchés Emergents Dominante EUR2,772,031,113,895,537,0721/05/2015
Monétaires GBP8,973,9914,013,623,636,2721/05/2015
Obligations Internationales Couvertes en EUR0,19-0,421,823,283,893,4121/05/2015
Monétaires SGD8,004,0115,403,223,807,1821/05/2015
Actions Indonésie2,09-3,2015,553,208,3122,4021/05/2015
Obligations EUR Emprunts Privés Court Terme0,600,091,073,162,581,2021/05/2015
Obligations EUR Indexées sur l'Inflation2,090,083,653,062,504,0821/05/2015
Obligations USD Indexées sur l'Inflation9,642,5121,722,975,1611,2321/05/2015
Obligations Internationales Couvertes en NOK9,392,321,682,896,048,2821/05/2015
Obligations SEK Emprunts Privés3,142,91-1,072,714,525,5720/05/2015
Obligations DKK-0,83-2,051,922,293,082,6621/05/2015
Obligations Internationales Indexées sur l'Inflation6,601,6112,982,253,698,0721/05/2015
Obligations SEK2,891,951,942,244,515,8521/05/2015
Obligations EUR Diversifiées Court Terme0,590,071,611,991,811,2021/05/2015
Obligations EUR Emprunts d'Etat Court Terme0,500,181,161,861,641,2721/05/2015
Obligations Marchés Emergents Devise Locale6,981,658,131,753,059,5121/05/2015
Obligations Internationales Indexées sur l'Inflation Couvertes en EUR0,75-0,052,431,303,584,9821/05/2015
Obligations CAD4,562,6416,141,183,397,5821/05/2015
Actions Secteur Energie11,293,57-11,901,160,0315,8621/05/2015
Obligations EUR Très Court Terme0,160,030,360,740,970,5421/05/2015
Obligations NOK7,460,951,400,683,367,0721/05/2015
Monétaires SEK2,302,79-2,510,342,415,1021/05/2015
Obligations TRY-1,92-4,588,480,29-0,4914,6821/05/2015
Monétaires EUR0,030,010,160,270,510,1521/05/2015
Monétaires EUR Court Terme0,020,000,100,080,280,0521/05/2015
Obligations AUD4,711,2511,280,086,9610,1721/05/2015
Swap EONIA PEA0,000,000,000,000,060,0321/05/2015
Obligations NOK Court Terme8,622,24-1,27-0,492,087,1421/05/2015
Monétaires CAD3,354,8110,49-0,730,286,5721/05/2015
Actions Russie43,4316,781,54-0,95-2,7225,9621/05/2015
Monétaires AUD5,323,206,73-1,102,779,3021/05/2015
Actions Secteur Ressources Naturelles9,881,66-0,73-1,27-1,1815,5421/05/2015
Actions Amérique Latine5,663,45-1,43-1,33-0,4116,2321/05/2015
Immobilier - Direct Europe0,14-0,09-0,95-1,340,314,7121/05/2015
Matières Premières - Industrie & Métaux5,236,2512,01-3,71-2,8415,6221/05/2015
Actions Brésil1,221,96-8,10-5,19-3,9521,0221/05/2015
Matières Premières - Agriculture-2,54-2,58-11,85-6,540,4415,6821/05/2015
Matières Premières - Céréales-4,39-2,97-12,68-7,100,5524,8820/05/2015
Matières Premières - Divers2,271,44-14,39-7,52-2,7112,3721/05/2015
Matières Premières - Métaux Précieux8,621,206,77-8,24-0,7520,8021/05/2015
Obligations JPY7,410,353,37-8,37-2,0213,8721/05/2015
Matières Premières - Energie13,777,11-30,12-10,76-3,8421,4720/05/2015
Actions Secteur Métaux Précieux16,192,664,38-15,21-11,2634,0221/05/2015
Actions Afrique & Moyen-Orient Autres-------
Actions Amériques Autres-------
Actions Asie hors Japon - Devises Couvertes-------
Actions Asie-Pacifique - Devises Couvertes-------
Actions Asie-Pacifique Autres-------
Actions Chariah Islamique Autres-------
Actions Etats-Unis - Devises Couvertes-------
Actions Europe - Devises Couvertes-------
Actions Europe Autres-------
Actions Grèce3,55-2,13---34,5921/05/2015
Actions Internationales - Devises Couvertes-------
Actions Japon - Devises Couvertes-------
Actions Marchés Emergents - Devises Couvertes-------
Actions Secteur Autres-------
Allocation Autres Devises-------
Alt - Arbitrage Dette-------
Alt - Arbitrages Diversifiés -------
Alt - Autres-------
Alt - Devises-------
Alt - Event Driven-------
Alt - Fonds de Fonds Alternatifs - Actions-------
Alt - Fonds de Fonds Alternatifs - Autres-------
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 Obligations-------
Alt - Market Neutral - Actions-------
Alt - Multistratégies-------
Alt - Systematic Futures-------
Alt - Volatilité-------
Autres-------
Convertibles Autres-------
Convertibles Couvertes en Autres Devises-------
Diversified Arbitrage-------
Emerging Markets Long/Short Equity-------
Fonds à Capital Protégé-------
Fonds Garantis-------
Fund of Funds - Macro/Systematic-------
Fund of Funds - Debt-------
Fund of Funds - Equity-------
Fund of Funds - Event-------
Fund of Funds - Multistrategy-------
Fund of Funds - Relative Value-------
Global Long/Short Equity-------
Immobilier - Indirect Autres-------
Immobilier - Indirect Zone Euro-3,55---11,8221/05/2015
Long/Short Debt-------
Long-Only Debt -------
Long-Only Other -------
Monétaires Autres Devises-------
Multistrategy-------
Obligations à échéance-------
Obligations Autres-------
Obligations Autres Devises Indexées sur l'Inflation-------
Obligations Haut Rendement Couvertes en Autres Devises-------
Obligations Internationales Couvertes en Autres Devises-------
Trading - Leveraged/Inverse Actions-------
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).