Terre d’Epargne - Le monde d’hier : nos convictions en avril 2022
[Pictet] L’Amérique crée des emplois et le chômage y retrouve ses plus bas.
[Pictet] L’Amérique crée des emplois et le chômage y retrouve ses plus bas.
Tour d’horizon des solutions offertes aux particuliers par Benoist Lombard, Président de Laplace, dans ce replay de l'émission BFM Patrimoine sur BFM Business.
[Pictet] Les donations familiales peuvent bénéficier d’abattements tous les 15 ans.
[Pictet] Il est possible de transmettre son entreprise à ses enfants dans des conditions fiscales avantageuses.
Benoist Lombard, président de Laplace a répondu aux questions des auditeurs de BFM Business :
➝ Je mets gratuitement à disposition un logement à ma fille, mon fils peut-il contester ?
➝ Faut-il déclarer mes comptes en ligne ?
➝ Quelle option de déduction pour mes dons, à l’IR ou à l’IFI ?
[Pictet] Élections présidentielles : les uns ressuscitent l’ISF quand les autres proposent d’alléger l’IFI.
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% |