Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Retrouvez le replay de la Webconférence sur le fonds Buy & Watch Climate Target 2028 avec vos interlocuteurs CPRAM :
Anne Rakotoarisoa, Responsable Commerciale France & Monaco ;
Lucie Dronneau, Gérante Obligataire ;
Sonya Gaimes, Investment Specialist
Pour visualiser la vidéo, cliquez ICI ou sur le visuel ci-dessus.
Pour accéder au site de CPR AM, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,05% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
| OMNIBOND | 10,86% |
| Pictet – Atlas – P EUR : 2 | 7,78% |
| Montségur Croissance C | 7,76% |
| Axiom Short Duration Bond Fund | 6,42% |
| Haas Epargne Patrimoine C | 5,35% |
| Stratégie Rendement | 4,68% |
| Exane Pleiade Fund | 4,61% |
| Sycomore Allocation Patrimoine R | 4,34% |
| Trusteam Optimum A | 4,25% |
| CANDRIAM Risk Arbitrage | 4,21% |
| Dorval Global Conservative | 4,14% |
| Pluvalca Rentoblig | 4,05% |
| G FUND - ALPHA FIXED INCOME | 4,02% |
| AIS Protect | 3,96% |
| Sanso Short Duration C | 3,75% |
| CANDRIAM Patrimoine Obli Inter | 3,74% |
| Federal Ethi-Patrimoine | 3,64% |
| DNCA Invest Eurose A EUR | 3,37% |
| Clartan Patrimoine C | 3,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,09% |
| Durandal | 2,68% |
| Dôm Reflex | 2,68% |
| NN Green Bond | 2,54% |
| HELIUM INVEST | 2,53% |
| HELIUM FUND | 2,35% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,34% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 39,54% |
| Axiom European Banks Equity | 39,46% |
| Echiquier Artificial Intelligence B EUR | 32,25% |
| Invesco Global Consumer Trends | 27,24% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,01% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,71% |
| DNB Fund Renewable Energy | -11,66% |
| BNP PARIBAS ENERGY TRANSITION | -12,92% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,40% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,81% |
| OMNIBOND | 0,85% |
| Pictet – Atlas – P EUR : 2 | 1,08% |
| Montségur Croissance C | -1,62% |
| Axiom Short Duration Bond Fund | 0,43% |
| Haas Epargne Patrimoine C | 0,16% |
| Stratégie Rendement | 0,68% |
| Exane Pleiade Fund | 0,56% |
| Sycomore Allocation Patrimoine R | 0,39% |
| Trusteam Optimum A | 0,36% |
| CANDRIAM Risk Arbitrage | 0,23% |
| Dorval Global Conservative | 0,39% |
| Pluvalca Rentoblig | 0,55% |
| G FUND - ALPHA FIXED INCOME | 0,31% |
| AIS Protect | 0,29% |
| Sanso Short Duration C | 0,43% |
| CANDRIAM Patrimoine Obli Inter | 0,42% |
| Federal Ethi-Patrimoine | -0,17% |
| DNCA Invest Eurose A EUR | 0,44% |
| Clartan Patrimoine C | 0,08% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,50% |
| Durandal | 0,05% |
| Dôm Reflex | 0,16% |
| NN Green Bond | 0,60% |
| HELIUM INVEST | 0,36% |
| HELIUM FUND | 0,19% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,14% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 20,60% |
| Axiom European Banks Equity | 1,96% |
| Echiquier Artificial Intelligence B EUR | 6,41% |
| Invesco Global Consumer Trends | 13,14% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,18% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,95% |
| DNB Fund Renewable Energy | -7,05% |
| BNP PARIBAS ENERGY TRANSITION | 0,71% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,80% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,43% |
| OMNIBOND | 15,91% |
| Pictet – Atlas – P EUR : 2 | 8,80% |
| Montségur Croissance C | 14,57% |
| Axiom Short Duration Bond Fund | 9,00% |
| Haas Epargne Patrimoine C | 8,87% |
| Stratégie Rendement | 8,82% |
| Exane Pleiade Fund | 5,71% |
| Sycomore Allocation Patrimoine R | 8,43% |
| Trusteam Optimum A | 7,58% |
| CANDRIAM Risk Arbitrage | 5,42% |
| Dorval Global Conservative | 7,23% |
| Pluvalca Rentoblig | 7,28% |
| G FUND - ALPHA FIXED INCOME | 4,62% |
| AIS Protect | 5,41% |
| Sanso Short Duration C | 4,52% |
| CANDRIAM Patrimoine Obli Inter | 5,47% |
| Federal Ethi-Patrimoine | 7,88% |
| DNCA Invest Eurose A EUR | 6,30% |
| Clartan Patrimoine C | 5,80% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,91% |
| Durandal | 4,74% |
| Dôm Reflex | 5,96% |
| NN Green Bond | 8,78% |
| HELIUM INVEST | 5,34% |
| HELIUM FUND | 3,83% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,10% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 70,33% |
| Axiom European Banks Equity | 53,73% |
| Echiquier Artificial Intelligence B EUR | 48,25% |
| Invesco Global Consumer Trends | 37,09% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 22,49% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,66% |
| DNB Fund Renewable Energy | 7,29% |
| BNP PARIBAS ENERGY TRANSITION | 8,65% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,00% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 5,30% |
| OMNIBOND | 10,11% |
| Pictet – Atlas – P EUR : 2 | 5,95% |
| Montségur Croissance C | 10,07% |
| Axiom Short Duration Bond Fund | 6,86% |
| Haas Epargne Patrimoine C | 5,17% |
| Stratégie Rendement | 7,86% |
| Exane Pleiade Fund | 2,75% |
| Sycomore Allocation Patrimoine R | 6,31% |
| Trusteam Optimum A | 6,02% |
| CANDRIAM Risk Arbitrage | 2,96% |
| Dorval Global Conservative | 3,49% |
| Pluvalca Rentoblig | 6,00% |
| G FUND - ALPHA FIXED INCOME | 3,93% |
| AIS Protect | 1,81% |
| Sanso Short Duration C | 3,72% |
| CANDRIAM Patrimoine Obli Inter | 5,21% |
| Federal Ethi-Patrimoine | 6,00% |
| DNCA Invest Eurose A EUR | 6,30% |
| Clartan Patrimoine C | 5,11% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,14% |
| Durandal | 1,58% |
| Dôm Reflex | 5,53% |
| NN Green Bond | 4,63% |
| HELIUM INVEST | 4,93% |
| HELIUM FUND | 3,91% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,11% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 30,19% |
| Axiom European Banks Equity | 40,03% |
| Echiquier Artificial Intelligence B EUR | 32,81% |
| Invesco Global Consumer Trends | 19,59% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 6,03% |
| DNB Fund Renewable Energy | -10,57% |
| BNP PARIBAS ENERGY TRANSITION | -25,25% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,89% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,55% |
| OMNIBOND | 3,44% |
| Pictet – Atlas – P EUR : 2 | 1,88% |
| Montségur Croissance C | -0,55% |
| Axiom Short Duration Bond Fund | 2,40% |
| Haas Epargne Patrimoine C | 0,93% |
| Stratégie Rendement | 2,28% |
| Exane Pleiade Fund | 2,10% |
| Sycomore Allocation Patrimoine R | -0,21% |
| Trusteam Optimum A | 0,16% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Dorval Global Conservative | 0,60% |
| Pluvalca Rentoblig | 1,34% |
| G FUND - ALPHA FIXED INCOME | 2,37% |
| AIS Protect | -1,37% |
| Sanso Short Duration C | 1,39% |
| CANDRIAM Patrimoine Obli Inter | 1,53% |
| Federal Ethi-Patrimoine | 0,04% |
| DNCA Invest Eurose A EUR | 2,61% |
| Clartan Patrimoine C | 1,28% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,39% |
| Durandal | -0,18% |
| Dôm Reflex | 2,73% |
| NN Green Bond | -4,90% |
| HELIUM INVEST | 1,60% |
| HELIUM FUND | 2,14% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,58% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -10,67% |
| Axiom European Banks Equity | 21,64% |
| Echiquier Artificial Intelligence B EUR | -6,95% |
| Invesco Global Consumer Trends | -6,62% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,31% |
| DNB Fund Renewable Energy | -9,85% |
| BNP PARIBAS ENERGY TRANSITION | -31,17% |