Investment Vehicles and Fonds
Emmanuel Daugeras · 38 rows · 20 columns
A list of available funds, with Morning Star rankings, long term performance, and French PEA or life insurance compliance.
Schema
| Column | Type | Description |
|---|---|---|
| Priority | text | |
| Name | text | |
| ISIN | text | |
| Type | text | |
| Geography | text | |
| Strategy | text | |
| PEA Compliant | text | |
| Linxea Available | text | |
| Fortuneo Available | text | |
| Morning Star Rating | text | |
| Morning Star Page | text | |
| Boursorama | text | |
| URL | text | |
| 1Y Perf | text | |
| 5 Y Perf (% Annualized) | text | |
| 10 Y Perf (% Annualized) | text | |
| Entry Fees | text | |
| Annual Fees | text | |
| Perf Fees | text | |
| Comments | text |
Preview (first 20 rows)
| Priority | Name | ISIN | Type | Geography | Strategy | PEA Compliant | Linxea Available | Fortuneo Available | Morning Star Rating | Morning Star Page | Boursorama | URL | 1Y Perf | 5 Y Perf (% Annualized) | 10 Y Perf (% Annualized) | Entry Fees | Annual Fees | Perf Fees | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMUNDI MSCI World II UC ETF D | FR0010315770 | Equity | World | ETF World | No | Yes | https://www.boursorama.com/bourse/trackers/cours/performances-risques/1rTWLD/ | |||||||||||
| 1 | Amundi DJ Global Titans 50 UCITS ETF Dist | FR0007075494 | Equity | World | ETF World | No | 5 | https://global.morningstar.com/fr/investissements/etf/0P00000HUH/cours | https://www.boursorama.com/bourse/trackers/cours/performances-risques/1rTMGT/ | https://www.amundietf.fr/fr/professionnels/produits/equity/amundi-dj-global-titans-50-ucits-etf-dist/fr0007075494 | Mirrors the largest 50 companies in the world by market cap, profits and revenues | ||||||||
| 1 | DNCA INVEST ARCHER MID CAP EUROPE | LU1366712518 | Equity | Europe | Value | Yes | Yes | 5 | https://www.boursorama.com/bourse/opcvm/cours/0P000188P3/ | 0.6 | |||||||||
| 3 | DNCA Value Europe - Part C - EUR | FR0010058008 | Equity | Europe | Value | Yes | Yes | 3 | https://www.boursorama.com/bourse/opcvm/cours/MP-806042/ | https://www.dnca-investments.com/fonds/dnca-value-europe/parts/c-fr0010058008 | |||||||||
| 3 | Franklin U.S. Opportunities Fund A(acc)EUR | LU0260869739 | Equity | USA | 2 | https://global.morningstar.com/fr/investissements/fonds/FOGBR05JGL/cours | https://www.boursorama.com/bourse/opcvm/cours/MP-985202/ | https://www.franklintempleton.fr/valeurs-liquidatives-et-performances/nos-fonds/produits/4913/T/franklin-u-s-opportunities-fund/LU0260869739 | |||||||||||
| 1 | INDEPENDANCE ET EXPANSION SICAV FRANCE SMALL A | LU0131510165 | Equity | France | Value | Yes | Yes | 5 | https://global.morningstar.com/fr/investissements/fonds/F0GBR06C2S/cours | https://www.boursorama.com/bourse/opcvm/cours/0P00001UFS/ | https://www.independance-am.com/nos-fonds/france-small/ | ||||||||
| 1 | INDEPENDANCE EUROPE SMALL AC | LU1832174962 | Equity | Europe | Value | Yes | Yes | 5 | https://global.morningstar.com/fr/investissements/fonds/0P0001DKPM/cours | https://www.boursorama.com/bourse/opcvm/cours/0P0001DKPM/ | https://www.independance-am.com/en/our-funds/europe-small/ | ||||||||
| 2 | M&G (Lux) GLOBAL DIVIDEND FUND | LU1670710075 | Equity | World | Dividend Growth | No | Yes | 3 | https://global.morningstar.com/fr/investissements/fonds/F000010L6M/cours | https://www.boursorama.com/bourse/opcvm/cours/0P0001DFMP/ | |||||||||
| 2 | M&G (Lux) North American Dividend Fund | LU1670627253 | Equity | USA | Dividend Growth | No | Yes | 4 | https://global.morningstar.com/en-eu/investments/funds/F000010L89/quote | ||||||||||
| 2 | Tocqueville Dividende C | FR0010546929 | Equity | Europe | Dividend Growth | Yes | Yes | 1 | https://global.morningstar.com/fr/investissements/fonds/F0GBR04N26/cours?investissements=fr | https://www.boursorama.com/bourse/opcvm/cours/MP-804712/ | |||||||||
| 2 | DNCA INVEST EVOLUTIF C | LU2661119755 | Hybrid Equity Bonds | World | No | https://global.morningstar.com/fr/investissements/fonds/F00001HCS3/cours | https://www.dnca-investments.com/fr-be/fonds/dnca-invest-evolutif/parts/c-lu2661119755 | ||||||||||||
| 2 | Sycoyield 2026 RC | FR001400A6Y0 | Bonds | https://global.morningstar.com/fr/investissements/fonds/F00001DG5V/cours | https://www.boursorama.com/bourse/opcvm/cours/0P0001PENW/ | ||||||||||||||
| 3 | AGILIS I | FR001400H8R3 | Hybrid Equity Bonds | https://global.morningstar.com/fr/investissements/fonds/F00001GGP9/cours?investissements=fr | https://www.boursorama.com/bourse/opcvm/cours/MP-498539/ | ||||||||||||||
| 1 | H2O Multi Strategies | FR0010923383 | Hybrid Equity Bonds | 5 | https://global.morningstar.com/fr/investissements/fonds/F000015UA4/cours | https://www.boursorama.com/bourse/opcvm/cours/0P0001KW7W/ | Beware of draw donws | ||||||||||||
| 3 | Agora Actions Euro I | FR001400HH99 | Equity | 3 | https://global.morningstar.com/fr/investissements/fonds/F000003Z12/cours | https://www.boursorama.com/bourse/opcvm/cours/MP-543270/ | |||||||||||||
| 3 | Carmignac emergents | FR0010149302 | Equity | Emerging Countries | 3 | https://global.morningstar.com/fr/investissements/fonds/F0GBR04F8J/cours | https://www.boursorama.com/bourse/opcvm/cours/MP-802603/ | ||||||||||||
| 3 | Echiquier Agressor | FR0010321802 | Equity | Europe | Yes | Yes | 2 | https://global.morningstar.com/fr/investissements/fonds/F0GBR04QCF/cours?investissements=fr | https://www.boursorama.com/bourse/opcvm/cours/MP-800952/ | ||||||||||
| 3 | FF - Sustainable Asia Equity Fund A-EUR | LU0069452877 | Equity | Asia | 3 | https://global.morningstar.com/fr/investissements/fonds/0P00000LV2/cours | https://www.boursorama.com/bourse/opcvm/cours/MP-434122/ | ||||||||||||
| 2 | FF Global technology fund A - EUR DIS | LU0099574567 | 4 | https://global.morningstar.com/fr/investissements/fonds/F0GBR04D20/cours | https://www.boursorama.com/bourse/opcvm/cours/MP-575277/ | ||||||||||||||
| 2 | Pictet - Global Environmental Opportunities P EUR | LU0503631714 | 4 | https://global.morningstar.com/fr/investissements/fonds/F00000JQ83/cours | https://www.boursorama.com/bourse/opcvm/cours/0P0000PTZO/ |