Terre d'Epargne de Pictet Asset Management - Le mot du mois : résilience
Nos convictions pour les trois prochains mois.
Nos convictions pour les trois prochains mois.
Les promesses de croissance de la 4e révolution industrielle sont vertigineuses. L’intelligence artificielle et ses avancées technologiques bénéficient à de nombreux secteurs économiques : la santé, les semi-conducteurs ou encore la sécurité digitale. Ces trois industries constituent autant de thèmes d’investissement.
Nos convictions pour les trois prochains mois.
Le règlement « Succession » permet à tout citoyen européen de choisir la loi applicable à sa succession internationale.
Le mandat de protection future permet de confier ses intérêts à un tiers de confiance.
L’activité humaine ne doit plus seulement préserver la planète : elle doit la réparer. C’est la proposition des entreprises de l’économie régénérative. Pour les soutenir, les investisseurs peuvent s’orienter vers des fonds à impact.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,90% |
BNP PARIBAS Diversipierre | -5,51% |
Fonds | YTD |
---|---|
OMNIBOND | 10,36% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,09% |
Montségur Croissance C | 7,86% |
Pictet – Atlas – P EUR : 2 | 6,58% |
Axiom Short Duration Bond Fund | 6,22% |
Haas Epargne Patrimoine C | 4,97% |
Exane Pleiade Fund | 4,50% |
Stratégie Rendement | 4,31% |
Trusteam Optimum A | 4,20% |
Sycomore Allocation Patrimoine R | 4,17% |
CANDRIAM Risk Arbitrage | 4,05% |
G FUND - ALPHA FIXED INCOME | 3,97% |
AIS Protect | 3,86% |
Pluvalca Rentoblig | 3,72% |
Dorval Global Conservative | 3,70% |
Sanso Short Duration C | 3,62% |
CANDRIAM Patrimoine Obli Inter | 3,60% |
Federal Ethi-Patrimoine | 3,47% |
Clartan Patrimoine C | 3,31% |
DNCA Invest Eurose A EUR | 2,96% |
Durandal | 2,73% |
CT (LUX) EUROPEAN SOCIAL BOND | 2,63% |
Dôm Reflex | 2,42% |
HELIUM INVEST | 2,40% |
HELIUM FUND | 2,40% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,21% |
NN Green Bond | 1,80% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 37,88% |
Echiquier Artificial Intelligence B EUR | 24,06% |
MS INVF US Growth | 20,29% |
Invesco Global Consumer Trends | 15,13% |
CANDRIAM Absolute Return Equity Market Neutral | 3,75% |
DNB Fund Renewable Energy | -7,38% |
BNP PARIBAS ENERGY TRANSITION | -14,46% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,28% |
BNP PARIBAS Diversipierre | 0,16% |
Fonds | 1 mois |
---|---|
OMNIBOND | -0,45% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,09% |
Montségur Croissance C | -1,81% |
Pictet – Atlas – P EUR : 2 | -0,04% |
Axiom Short Duration Bond Fund | 0,30% |
Haas Epargne Patrimoine C | -0,41% |
Exane Pleiade Fund | 0,82% |
Stratégie Rendement | 0,30% |
Trusteam Optimum A | 0,13% |
Sycomore Allocation Patrimoine R | 0,09% |
CANDRIAM Risk Arbitrage | 0,12% |
G FUND - ALPHA FIXED INCOME | 0,40% |
AIS Protect | 0,26% |
Pluvalca Rentoblig | 0,07% |
Dorval Global Conservative | -0,16% |
Sanso Short Duration C | 0,36% |
CANDRIAM Patrimoine Obli Inter | 0,37% |
Federal Ethi-Patrimoine | -0,69% |
Clartan Patrimoine C | 0,00% |
DNCA Invest Eurose A EUR | 0,14% |
Durandal | -0,16% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
Dôm Reflex | -0,28% |
HELIUM INVEST | 0,30% |
HELIUM FUND | 0,38% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
NN Green Bond | -1,30% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | -0,30% |
Echiquier Artificial Intelligence B EUR | 6,55% |
MS INVF US Growth | 9,19% |
Invesco Global Consumer Trends | 3,82% |
CANDRIAM Absolute Return Equity Market Neutral | -0,07% |
DNB Fund Renewable Energy | -3,26% |
BNP PARIBAS ENERGY TRANSITION | 0,26% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,84% |
BNP PARIBAS Diversipierre | -11,57% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,73% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,11% |
Montségur Croissance C | 20,69% |
Pictet – Atlas – P EUR : 2 | 8,29% |
Axiom Short Duration Bond Fund | 9,12% |
Haas Epargne Patrimoine C | 9,94% |
Exane Pleiade Fund | 6,08% |
Stratégie Rendement | 9,53% |
Trusteam Optimum A | 8,35% |
Sycomore Allocation Patrimoine R | 9,54% |
CANDRIAM Risk Arbitrage | 5,31% |
G FUND - ALPHA FIXED INCOME | 4,63% |
AIS Protect | 5,68% |
Pluvalca Rentoblig | 7,65% |
Dorval Global Conservative | 7,76% |
Sanso Short Duration C | 4,61% |
CANDRIAM Patrimoine Obli Inter | 6,15% |
Federal Ethi-Patrimoine | 8,89% |
Clartan Patrimoine C | 6,36% |
DNCA Invest Eurose A EUR | 6,70% |
Durandal | 5,73% |
CT (LUX) EUROPEAN SOCIAL BOND | 8,43% |
Dôm Reflex | 6,79% |
HELIUM INVEST | 6,07% |
HELIUM FUND | 4,37% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 11,56% |
NN Green Bond | 8,85% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 56,99% |
Echiquier Artificial Intelligence B EUR | 52,16% |
MS INVF US Growth | 53,62% |
Invesco Global Consumer Trends | 30,50% |
CANDRIAM Absolute Return Equity Market Neutral | 6,01% |
DNB Fund Renewable Energy | 15,93% |
BNP PARIBAS ENERGY TRANSITION | -1,00% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,03% |
BNP PARIBAS Diversipierre | -10,04% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,02% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,85% |
Montségur Croissance C | 11,38% |
Pictet – Atlas – P EUR : 2 | 5,12% |
Axiom Short Duration Bond Fund | 6,86% |
Haas Epargne Patrimoine C | 5,22% |
Exane Pleiade Fund | 2,56% |
Stratégie Rendement | 7,88% |
Trusteam Optimum A | 6,26% |
Sycomore Allocation Patrimoine R | 6,62% |
CANDRIAM Risk Arbitrage | 1,76% |
G FUND - ALPHA FIXED INCOME | 3,94% |
AIS Protect | 1,84% |
Pluvalca Rentoblig | 6,04% |
Dorval Global Conservative | 3,44% |
Sanso Short Duration C | 3,84% |
CANDRIAM Patrimoine Obli Inter | 5,59% |
Federal Ethi-Patrimoine | 6,03% |
Clartan Patrimoine C | 5,46% |
DNCA Invest Eurose A EUR | 6,80% |
Durandal | 0,73% |
CT (LUX) EUROPEAN SOCIAL BOND | 5,35% |
Dôm Reflex | 5,75% |
HELIUM INVEST | 5,16% |
HELIUM FUND | 4,06% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,01% |
NN Green Bond | 4,59% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 43,68% |
Echiquier Artificial Intelligence B EUR | 24,88% |
MS INVF US Growth | 17,82% |
Invesco Global Consumer Trends | 12,27% |
CANDRIAM Absolute Return Equity Market Neutral | 5,80% |
DNB Fund Renewable Energy | -3,99% |
BNP PARIBAS ENERGY TRANSITION | -21,61% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,73% |
BNP PARIBAS Diversipierre | -7,80% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,38% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,81% |
Montségur Croissance C | 0,14% |
Pictet – Atlas – P EUR : 2 | 1,62% |
Axiom Short Duration Bond Fund | 2,29% |
Haas Epargne Patrimoine C | 1,07% |
Exane Pleiade Fund | 1,98% |
Stratégie Rendement | 2,20% |
Trusteam Optimum A | 0,28% |
Sycomore Allocation Patrimoine R | -0,08% |
CANDRIAM Risk Arbitrage | 1,09% |
G FUND - ALPHA FIXED INCOME | 2,31% |
AIS Protect | -1,17% |
Pluvalca Rentoblig | 1,31% |
Dorval Global Conservative | 0,58% |
Sanso Short Duration C | 1,39% |
CANDRIAM Patrimoine Obli Inter | 1,44% |
Federal Ethi-Patrimoine | 0,23% |
Clartan Patrimoine C | 1,54% |
DNCA Invest Eurose A EUR | 2,71% |
Durandal | -0,23% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,31% |
Dôm Reflex | 2,76% |
HELIUM INVEST | 1,59% |
HELIUM FUND | 2,17% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,39% |
NN Green Bond | -4,75% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 21,41% |
Echiquier Artificial Intelligence B EUR | -7,76% |
MS INVF US Growth | -13,23% |
Invesco Global Consumer Trends | -8,91% |
CANDRIAM Absolute Return Equity Market Neutral | 2,34% |
DNB Fund Renewable Energy | -7,59% |
BNP PARIBAS ENERGY TRANSITION | -31,17% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |