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 Technologies9,2413,5534,7017,7215,8516,2818/02/2020
Matières Premières - Métaux Précieux15,6819,6751,4417,485,6013,4618/02/2020
Actions Etats-Unis Gdes Cap. Croissance11,4914,4131,5116,8213,6213,7218/02/2020
Actions Secteur Services Publics13,1716,0831,1213,949,5311,2218/02/2020
Actions Internationales Gdes Cap. Croissance8,0111,5127,5613,4510,3311,7118/02/2020
Actions Secteur Non-Coté7,3811,3132,0313,1510,8112,2218/02/2020
Actions Grèce0,513,9830,1513,102,2217,2818/02/2020
Actions BRIC2,018,8021,2812,4810,0213,1118/02/2020
Actions Etats-Unis Gdes Cap. Mixte8,5010,8026,5812,2410,9312,6218/02/2020
Actions Suisse Petites & Moy. Cap.5,3910,3128,8111,8313,4812,4818/02/2020
Actions Etats-Unis Flex Cap8,4710,7624,0611,8110,6514,2018/02/2020
Actions Brésil-2,3710,2521,9711,669,9325,9218/02/2020
Immobilier - Indirect Europe6,1910,1324,6911,496,1110,5818/02/2020
Immobilier - Indirect Zone Euro2,455,4316,0211,407,419,6903/02/2020
Actions Royaume-Uni Petites Cap.3,0413,5727,5511,208,5714,2518/02/2020
Actions Secteur Eau7,3111,3627,6511,129,7211,5018/02/2020
Actions Russie3,929,8734,6211,0815,0415,8618/02/2020
Actions Suisse Grandes Cap.6,5810,6830,3911,058,509,4718/02/2020
Actions Secteur Energies Alternatives12,9021,0532,4911,006,4215,4418/02/2020
Actions Grande Chine3,478,7719,2810,888,6416,0218/02/2020
Actions Pays-Bas6,326,5827,3610,5511,5413,2518/02/2020
Actions Secteur Ecologie6,3010,0424,4410,397,8312,4218/02/2020
Actions Secteur Santé6,2011,5019,2610,247,0313,1918/02/2020
Actions Europe Gdes Cap. Croissance5,349,0326,219,966,9511,1618/02/2020
Actions Royaume-Uni Moyennes Cap.2,2811,4126,939,936,0114,7818/02/2020
Actions France Grandes Cap.1,722,4620,219,527,2212,2718/02/2020
Actions Europe Moyennes Cap.4,339,1423,779,467,2212,6218/02/2020
Actions Chine4,449,4716,319,357,2716,7118/02/2020
Actions Italie5,467,0921,229,254,1314,9018/02/2020
Actions Secteur Biotechnologie7,3314,9316,949,094,7420,3618/02/2020
Actions Secteur Biens Conso. & Services4,156,6619,819,016,8812,4818/02/2020
Actions Chine - A Shares3,607,4423,388,965,9918,1918/02/2020
Actions Secteur Finance6,549,5122,928,727,5114,5618/02/2020
Actions Internationales Gdes Cap. Mixte5,518,1320,508,667,3010,9618/02/2020
Actions Taiwan Grandes Cap. 0,924,0125,858,598,5514,2818/02/2020
Actions Europe Petites Cap.3,529,0920,738,518,8513,5518/02/2020
Actions Etats-Unis Petites Cap.6,338,9617,248,509,9116,5518/02/2020
Actions Secteur Infrastructures6,488,9621,078,416,3410,5218/02/2020
Immobilier - Indirect International7,887,9520,378,405,9910,4518/02/2020
Actions Asie hors Japon3,127,0916,308,366,3912,7918/02/2020
Actions Espagne5,899,5917,968,335,3111,9118/02/2020
Obligations EUR Long Terme4,862,7317,708,304,168,7318/02/2020
Actions Europe hors UK Gdes Cap.3,686,2320,198,286,0711,3418/02/2020
Actions Europe Emergente1,906,0525,348,198,1013,1218/02/2020
Fonds à horizon 2046+4,687,4319,227,926,429,8418/02/2020
Actions Europe du Nord5,009,9120,077,876,7711,1318/02/2020
Actions Asie-Pacifique hors Japon3,065,9514,577,726,3912,1718/02/2020
Actions Etats-Unis Moyennes Cap.6,147,6420,847,728,8114,7918/02/2020
Actions Internationales Petites Cap.4,437,2916,757,698,1712,8718/02/2020
Allocation Grande Chine4,767,0213,377,67-10,7618/02/2020
Actions Zone Euro Moyennes Cap.3,646,1018,347,616,8612,8618/02/2020
Actions Suède4,699,7023,707,506,7112,5418/02/2020
Allocation GBP Audacieuse3,417,5517,787,445,0810,3518/02/2020
Actions Internationales Flex-Cap.4,557,9417,447,446,8812,4818/02/2020
Immobilier - Indirect Asie4,226,7512,877,435,3610,3918/02/2020
Actions Zone Euro Petites Cap.1,635,6314,787,368,4213,7318/02/2020
Fonds à horizon 2041-20454,407,0517,937,326,069,3118/02/2020
Actions Secteur Matériaux & Industrie2,824,0018,117,307,1714,4518/02/2020
Actions Royaume-Uni Flex Cap1,218,4419,567,214,2513,6618/02/2020
Actions Europe du Nord Petites & Moy. Cap.1,779,3524,107,1110,3013,6418/02/2020
Actions Internationales Rendement3,856,2217,897,076,1810,0618/02/2020
Fonds à horizon 2036-20404,186,9117,827,035,878,5818/02/2020
Actions Europe Gdes Cap. Mixte3,726,5219,116,854,5810,7418/02/2020
Actions Etats-Unis Gdes Cap. Value4,235,6817,326,757,9912,9818/02/2020
Actions Zone Euro Grandes Cap.3,104,4417,976,624,9311,6818/02/2020
Actions Marchés Emergents2,396,9914,786,615,2611,8818/02/2020
Allocation GBP Modérément Audacieuse3,436,9316,616,523,809,1718/02/2020
Actions Europe hors UK Petites & Moy. Cap.2,656,2515,556,377,9712,6418/02/2020
Actions Hong Kong2,026,394,396,365,7814,3418/02/2020
Immobilier - Indirect Amérique du Nord10,458,1120,416,274,9915,0718/02/2020
Actions Pacifique hors Japon3,955,0913,616,195,5710,5618/02/2020
Fonds à horizon 2031-20353,785,9315,046,145,207,9818/02/2020
Actions Asie-Pacifique avec Japon1,663,4513,146,096,4011,0918/02/2020
Allocation USD Agressive5,146,9517,526,065,169,1218/02/2020
Actions Japon Petites & Moy. Cap.-4,14-2,118,155,9110,2013,5518/02/2020
Actions Internationales Chariah Islamique3,786,3314,975,864,0510,7718/02/2020
Actions Amérique Latine-0,538,048,245,865,2318,7618/02/2020
Actions Allemagne Petites & Moy. Cap.4,417,4917,645,826,0013,3318/02/2020
Actions Royaume-Uni Grandes Cap0,435,6514,975,782,8011,7918/02/2020
Actions Europe Rendement2,915,4315,965,713,9210,5418/02/2020
Obligations GBP Emprunts Privés4,415,8815,745,682,146,1518/02/2020
Allocation EUR Agressive - International3,776,1014,495,614,568,6718/02/2020
Actions Inde4,925,9819,105,564,4616,1318/02/2020
Actions Europe Flex Cap2,465,9815,725,535,0911,9918/02/2020
Fonds à horizon 2026-20303,545,3714,435,484,346,7018/02/2020
Actions Secteur Communication8,6610,1522,445,463,6911,2818/02/2020
Actions Zone Euro Flex Cap2,953,9113,555,445,2412,2018/02/2020
Obligations Internationales Chariah Islamique7,347,2319,245,385,517,2118/02/2020
Actions Royaume-Uni Rendement0,186,3714,945,362,5112,4518/02/2020
Actions Asie-Pacifique hors Japon Rendement0,672,869,625,354,5810,6518/02/2020
Allocation EUR Agressive3,185,1213,005,334,568,7918/02/2020
Allocation SEK Agressive5,288,2717,545,265,358,0718/02/2020
Allocation GBP Modérée3,316,2314,465,222,258,0718/02/2020
Obligations Marchés Emergents Emprunts Privés6,056,4016,755,196,636,2318/02/2020
Obligations GBP Haut Rendement3,285,9014,835,182,407,3018/02/2020
Actions Internationales Gdes Cap. Value2,944,8313,775,185,4311,4418/02/2020
Allocation USD Modérée5,426,2715,565,174,927,5418/02/2020
Obligations USD Emprunts Privés6,085,6517,865,104,916,5618/02/2020
Actions Japon Flex Cap-2,77-1,929,275,057,6912,8818/02/2020
Obligations Internationales Emprunts Privés Couvertes en USD5,975,4816,965,035,296,4218/02/2020
Obligations GBP Emprunts d'Etat5,145,2714,075,031,917,2218/02/2020
Obligations GBP Diversifiées4,295,4614,375,021,556,3918/02/2020
Obligations Internationales Haut Rendement Couvertes en GBP3,115,9213,825,021,857,6218/02/2020
Actions Allemagne Gdes Cap.2,924,2717,974,994,4813,2918/02/2020
Obligations Internationales Emprunts Privés Couvertes en GBP3,955,4915,284,960,776,1318/02/2020
Allocation GBP Flexible3,366,3914,514,891,868,6318/02/2020
Obligations GBP Flexibles3,755,3014,034,871,336,1618/02/2020
Allocation Asie3,555,1213,184,844,408,2218/02/2020
Actions Japon Grandes Cap.-0,75-0,3512,164,766,6111,1918/02/2020
Obligations GBP Indexées sur l'Inflation6,346,7513,744,753,759,7618/02/2020
Allocation CHF Agressive5,037,5918,944,703,407,7518/02/2020
Allocation Marchés Emergents2,905,9912,834,683,878,2118/02/2020
Allocation USD Flexible5,396,2115,194,634,658,1718/02/2020
Allocation GBP Prudente3,335,0413,204,591,536,2818/02/2020
Obligations Europe Haut Rendement-0,14-0,773,054,595,844,6827/04/2018
Actions Singapour-0,50-1,264,064,572,6612,4518/02/2020
Obligations Marchés Emergents5,416,4314,924,515,636,4118/02/2020
Obligations Internationales Emprunts Privés4,664,7014,774,424,304,9518/02/2020
Allocation GBP Modérément Prudente3,425,6113,154,381,466,5118/02/2020
Obligations Internationales Haut Rendement4,345,3313,784,325,676,1318/02/2020
Actions Europe Gdes Cap. Value1,673,9512,704,273,1811,6518/02/2020
Obligations Internationales Flexibles Couvertes en GBP3,305,1812,714,140,706,6218/02/2020
Obligations USD Haut Rendement4,575,2612,874,115,346,5918/02/2020
Actions Norvège-2,494,343,504,095,9215,1218/02/2020
Obligations Asie5,514,8614,604,085,086,1818/02/2020
Obligations Asie - Devise Locale4,184,2511,344,053,485,3218/02/2020
Actions Europe Emergente hors Russie1,062,369,834,024,5311,5518/02/2020
Convertibles Internationales Couvertes en GBP4,427,5513,843,89-0,069,3118/02/2020
Actions Secteur Agriculture0,182,869,053,862,6311,8218/02/2020
Obligations RMB4,734,677,673,823,795,7318/02/2020
Actions Marchés Emergents Petites & Moy. Cap.3,386,4213,043,813,8411,4218/02/2020
Obligations Asie Haut Rendement5,535,1714,043,717,056,4118/02/2020
Allocation USD Prudente5,065,1013,123,713,736,2418/02/2020
Obligations Internationales Flexibles Couvertes en USD4,994,8213,163,674,676,3018/02/2020
Allocation EUR Modérée - International2,594,0710,183,662,855,7218/02/2020
Obligations Marchés Emergents Devise Locale2,974,8612,443,642,967,3318/02/2020
Actions Thaïlande-5,99-8,24-4,673,622,2313,6718/02/2020
Actions Australie & Nouvelle-Zélande3,263,7416,703,584,9011,7718/02/2020
Allocation NOK Agressive2,525,9311,713,564,9110,0918/02/2020
Allocation EUR Flexible - International2,874,6110,933,522,636,8818/02/2020
Obligations Internationales Couvertes en GBP3,444,5511,633,52-0,265,9618/02/2020
Convertibles Internationales Couvertes en USD6,427,2614,863,474,297,1818/02/2020
Convertibles Internationales4,565,7211,533,434,225,9918/02/2020
Obligations USD Flexibles4,734,4712,623,424,406,1618/02/2020
Allocation CHF Modérée4,436,8716,743,382,236,3318/02/2020
Obligations USD Diversifiées5,614,6613,833,383,696,4518/02/2020
Obligations EUR Haut Rendement1,032,748,043,353,863,2618/02/2020
Actions Afrique & Moyen-Orient0,322,955,193,320,4710,4218/02/2020
Obligations SGD1,171,599,313,313,484,4718/02/2020
Allocation EUR Flexible2,614,0510,623,282,357,2918/02/2020
Obligations Internationales Indexées sur l'Inflation Couvertes en GBP3,824,9611,673,240,205,8218/02/2020
Obligations Internationales Couvertes en USD5,214,3112,183,203,756,4118/02/2020
Fonds à horizon 2021-20252,574,1610,423,192,434,4518/02/2020
Allocation EUR Modérée2,313,689,363,112,345,8818/02/2020
Obligations Marchés Emergents Emprunts Privés Dominante EUR2,043,188,622,943,433,5118/02/2020
Actions ASEAN-2,00-2,61-0,722,831,169,9418/02/2020
Actions Afrique1,311,742,652,79-2,3910,7918/02/2020
Actions Vietnam-0,16-4,74-1,762,796,4713,4118/02/2020
Obligations Internationales Flexibles3,654,1210,212,793,885,2018/02/2020
Obligations Europe2,122,067,302,771,882,5418/02/2020
Obligations Internationales Emprunts Privés Couvertes en EUR1,832,288,462,762,012,8518/02/2020
Obligations Internationales Haut Rendement Couvertes en EUR0,812,476,702,733,093,6518/02/2020
Obligations Marchés Emergents Dominante EUR1,983,798,132,733,175,3018/02/2020
Obligations Internationales Indexées sur l'Inflation Couvertes en USD5,474,6511,822,704,417,2518/02/2020
Obligations Europe Emergente1,832,519,172,692,384,7318/02/2020
Obligations Internationales3,583,3910,042,672,374,4818/02/2020
Obligations Internationales Emprunts Privés Couvertes en CHF4,295,3815,922,672,316,1618/02/2020
Obligations EUR Emprunts Privés1,141,245,602,521,952,1618/02/2020
Obligations HDK5,274,6010,432,483,546,3118/02/2020
Obligations EUR Emprunts d'Etat1,560,955,652,411,313,0718/02/2020
Obligations RMB Haut Rendement4,801,746,542,40-6,2118/02/2020
Allocation EUR Prudente1,792,396,822,371,593,1518/02/2020
Actions Asie hors Japon Petites & Moy. Cap.2,424,119,842,373,3112,4618/02/2020
Obligations USD Indexées sur l'Inflation5,014,4011,832,29-7,3318/02/2020
Fonds à horizon 2016-20202,082,737,032,271,683,3518/02/2020
Obligations USD Emprunts d'Etat4,853,5810,912,252,477,3018/02/2020
Obligations Internationales ILS4,803,6710,212,243,187,1118/02/2020
Allocation SEK Modérée2,855,4011,012,232,767,4818/02/2020
Allocation EUR Prudente - International1,882,727,042,211,683,3418/02/2020
Obligations Internationales Dominante USD4,814,3411,002,183,065,7618/02/2020
Allocation SEK Flexible3,086,2013,292,152,468,0318/02/2020
Obligations Internationales Haut Rendement Couvertes en CHF2,935,2512,812,142,255,7018/02/2020
Obligations PLN-0,041,203,772,100,724,7918/02/2020
Obligations DKK1,180,882,482,081,632,0518/02/2020
Convertibles Internationales Couvertes en EUR2,344,126,791,971,605,2218/02/2020
Allocation CHF Prudente3,865,5213,931,961,215,6318/02/2020
Obligations EUR Diversifiées1,251,104,941,941,332,2918/02/2020
Obligations EUR Flexibles0,921,425,481,901,262,4818/02/2020
Obligations RMB Offshore4,584,825,531,891,096,2818/02/2020
Convertibles Internationales Couvertes en CHF4,646,9513,541,881,626,8418/02/2020
Convertibles Europe3,023,777,291,771,614,3718/02/2020
Obligations JPY3,191,606,841,734,397,7118/02/2020
Obligations Internationales Indexées sur l'Inflation4,263,7810,001,672,105,2418/02/2020
Matières Premières - Softs11,291,6211,211,61-4,6124,8624/11/2016
Obligations DKK Domestiques0,840,591,311,601,351,7418/02/2020
Obligations Internationales Flexibles Couvertes en EUR1,031,825,251,601,552,8918/02/2020
Obligations EUR Indexées sur l'Inflation0,850,824,891,591,063,1518/02/2020
Obligations GBP Diversifiées Court Terme2,323,326,781,56-1,875,5518/02/2020
Fonds à horizon 2011-20151,642,806,271,500,554,2618/02/2020
Obligations Internationales Dominante EUR1,531,634,941,421,122,3018/02/2020
Monétaires GBP Court Terme2,153,116,041,41-2,065,7518/02/2020
Monétaires GBP2,153,115,991,39-2,065,7418/02/2020
Obligations USD Diversifiées Court Terme4,173,137,871,382,506,1318/02/2020
Obligations Internationales Couvertes en CHF3,694,1911,711,331,086,1318/02/2020
Immobilier - Direct International1,642,315,011,320,454,6118/02/2020
Obligations Internationales Couvertes en EUR1,121,234,351,260,752,5118/02/2020
Obligations Internationales Dominante CHF3,534,5111,011,241,236,0818/02/2020
Monétaires USD Court Terme3,882,756,400,912,006,0818/02/2020
Obligations Internationales Flexibles Couvertes en CHF3,154,6911,140,910,565,6018/02/2020
Monétaires USD3,942,786,510,851,926,0318/02/2020
Actions Marchés Frontières1,642,774,020,772,169,0318/02/2020
Obligations Internationales Indexées sur l'Inflation Couvertes en EUR1,471,534,250,751,253,2718/02/2020
Actions Canada6,326,2617,740,660,2512,8418/02/2020
Obligations EUR Emprunts Privés Court Terme0,380,542,060,580,660,9218/02/2020
Obligations CHF3,594,059,350,480,516,4518/02/2020
Actions Secteur Métaux Précieux0,6210,7230,930,338,4321,1818/02/2020
Obligations EUR Diversifiées Court Terme0,210,271,030,050,110,9918/02/2020
Immobilier - Direct Europe-0,96-0,81-0,49-0,020,283,8218/02/2020
Obligations EUR Emprunts d'Etat Court Terme0,270,100,75-0,06-0,081,4018/02/2020
Actions Pologne3,115,675,48-0,130,2213,3418/02/2020
Obligations EUR Très Court Terme0,080,080,11-0,21-0,110,4418/02/2020
Obligations NOK Haut Rendement-0,971,881,60-0,230,476,9018/02/2020
Swap EONIA PEA-0,04-0,08-0,28-0,23-0,150,0318/02/2020
Monétaires EUR-0,03-0,07-0,26-0,31-0,210,1418/02/2020
Monétaires EUR Court Terme-0,07-0,13-0,47-0,45-0,330,0518/02/2020
Monétaires CHF2,242,846,00-0,78-0,665,1918/02/2020
Obligations Internationales Couvertes en NOK-0,242,254,08-0,78-0,266,4018/02/2020
Actions Belgique4,527,3911,84-0,813,0912,1712/02/2020
Allocation SEK Prudente1,383,335,53-0,850,135,0618/02/2020
Actions EMEA-3,38-8,211,10-0,903,3914,0827/04/2018
Obligations CHF Court Terme2,322,855,77-0,96-0,845,4118/02/2020
Matières Premières - Bétail-12,971,13-11,82-1,05-3,6118,8224/11/2016
Actions Secteur Ressources Naturelles-1,752,435,58-1,161,1016,4318/02/2020
Immobilier - Direct Autres0,891,3310,35-1,18-1,0416,6018/02/2020
Actions Corée0,842,59-3,18-1,53-0,5316,2818/02/2020
Obligations NOK Court Terme-1,411,12-0,26-2,07-1,366,2018/02/2020
Actions Indonésie-1,910,58-5,48-2,26-1,5015,1618/02/2020
Obligations SEK Emprunts Privés-0,041,622,01-2,27-0,655,4018/02/2020
Obligations NOK-0,901,42-0,77-2,28-1,675,9318/02/2020
Actions Afrique du Sud & Namibie-2,882,263,69-2,33-1,4916,4918/02/2020
Obligations SEK-0,230,540,57-2,47-1,175,1018/02/2020
Actions France Petites & Moy. Cap.-2,94-0,068,31-2,70-0,4214,1218/02/2020
Obligations AUD-3,75-3,49-7,60-3,30-1,867,6127/04/2018
Actions Turquie6,409,0410,52-4,31-7,8432,9618/02/2020
Matières Premières - Divers-4,17-1,71-2,98-4,45-5,6310,9318/02/2020
Obligations CAD-4,36-1,99-6,42-5,21-1,086,8027/04/2018
Actions Secteur Energie-4,88-2,21-8,67-5,40-4,3617,6418/02/2020
Matières Premières - Energie-15,76-10,28-6,89-8,81-24,1411/02/2020
Matières Premières - Agriculture-2,971,47-5,84-11,25-9,2211,8518/02/2020
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-------
Fund of Funds - Relative Value-------
Global Long/Short Equity-------
Global Macro-------
Immobilier - Indirect Autres-------
Long/Short Debt-------
Long-Only Debt -------
Long-Only Equity -------
Long-Only Other -------
Matières Premières - Autres-------
Matières Premières - Céréales-7,87-6,80-10,07---03/02/2020
Matières Premières - Industrie & Métaux-9,92-4,94-7,89---03/02/2020
Monétaires Autres Devises-------
Multistrategy-------
Obligations à échéance-------
Obligations Autres-------
Obligations Autres Devises Indexées sur l'Inflation-------
Obligations EUR Subordonnées-------
Systematic Futures-------
Trading - Leveraged/Inverse Actions-------
Trading - Leveraged/Inverse Autres-------
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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