Terre d’Epargne - Professionnels indépendants : de nouvelles mesures de protection du patrimoine
[Pictet] Le 15 mai 2022, la protection du patrimoine personnel de l’entrepreneur individuel devient automatique.
[Pictet] Le 15 mai 2022, la protection du patrimoine personnel de l’entrepreneur individuel devient automatique.
[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 ?
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,17% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 11,61% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,15% |
Montségur Croissance C | 8,97% |
Pictet – Atlas – P EUR : 2 | 7,88% |
Axiom Short Duration Bond Fund | 6,59% |
Haas Epargne Patrimoine C | 5,89% |
Exane Pleiade Fund | 5,26% |
Stratégie Rendement | 5,13% |
Sycomore Allocation Patrimoine R | 4,94% |
CANDRIAM Risk Arbitrage | 4,55% |
Pluvalca Rentoblig | 4,48% |
Dorval Global Conservative | 4,33% |
Trusteam Optimum A | 4,30% |
Federal Ethi-Patrimoine | 4,27% |
G FUND - ALPHA FIXED INCOME | 4,12% |
AIS Protect | 4,08% |
CANDRIAM Patrimoine Obli Inter | 3,94% |
Sanso Short Duration C | 3,85% |
Clartan Patrimoine C | 3,52% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,34% |
NN Green Bond | 3,24% |
HELIUM INVEST | 3,08% |
Dôm Reflex | 3,04% |
DNCA Invest Eurose A EUR | 2,92% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,87% |
Durandal | 2,82% |
HELIUM FUND | 2,59% |
Fonds | YTD |
---|---|
MS INVF US Growth | 52,37% |
Echiquier Artificial Intelligence B EUR | 39,17% |
Axiom European Banks Equity | 38,76% |
Invesco Global Consumer Trends | 31,97% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,47% |
CANDRIAM Absolute Return Equity Market Neutral | 4,26% |
BNP PARIBAS ENERGY TRANSITION | -7,48% |
DNB Fund Renewable Energy | -11,48% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,30% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,07% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,09% |
Montségur Croissance C | -0,53% |
Pictet – Atlas – P EUR : 2 | 1,35% |
Axiom Short Duration Bond Fund | 0,33% |
Haas Epargne Patrimoine C | 0,55% |
Exane Pleiade Fund | 0,97% |
Stratégie Rendement | 0,78% |
Sycomore Allocation Patrimoine R | 0,45% |
CANDRIAM Risk Arbitrage | 0,28% |
Pluvalca Rentoblig | 0,67% |
Dorval Global Conservative | 0,47% |
Trusteam Optimum A | 0,14% |
Federal Ethi-Patrimoine | 0,52% |
G FUND - ALPHA FIXED INCOME | 0,22% |
AIS Protect | 0,28% |
CANDRIAM Patrimoine Obli Inter | 0,40% |
Sanso Short Duration C | 0,24% |
Clartan Patrimoine C | 0,02% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,49% |
NN Green Bond | 0,92% |
HELIUM INVEST | 0,79% |
Dôm Reflex | 0,41% |
DNCA Invest Eurose A EUR | -0,35% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,51% |
Durandal | -0,60% |
HELIUM FUND | 0,32% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 26,75% |
Echiquier Artificial Intelligence B EUR | 11,91% |
Axiom European Banks Equity | -0,83% |
Invesco Global Consumer Trends | 14,28% |
abrdn Global Real Estate Active Thematics UCITS ETF | 2,96% |
CANDRIAM Absolute Return Equity Market Neutral | 0,33% |
BNP PARIBAS ENERGY TRANSITION | 7,56% |
DNB Fund Renewable Energy | -4,76% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,42% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 14,88% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,97% |
Montségur Croissance C | 11,07% |
Pictet – Atlas – P EUR : 2 | 8,50% |
Axiom Short Duration Bond Fund | 8,65% |
Haas Epargne Patrimoine C | 8,37% |
Exane Pleiade Fund | 6,38% |
Stratégie Rendement | 8,50% |
Sycomore Allocation Patrimoine R | 7,95% |
CANDRIAM Risk Arbitrage | 5,52% |
Pluvalca Rentoblig | 7,13% |
Dorval Global Conservative | 6,48% |
Trusteam Optimum A | 6,83% |
Federal Ethi-Patrimoine | 7,60% |
G FUND - ALPHA FIXED INCOME | 4,56% |
AIS Protect | 5,15% |
CANDRIAM Patrimoine Obli Inter | 5,23% |
Sanso Short Duration C | 4,57% |
Clartan Patrimoine C | 5,61% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,18% |
NN Green Bond | 8,59% |
HELIUM INVEST | 5,10% |
Dôm Reflex | 5,77% |
DNCA Invest Eurose A EUR | 5,17% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,44% |
Durandal | 4,09% |
HELIUM FUND | 3,50% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 77,14% |
Echiquier Artificial Intelligence B EUR | 50,47% |
Axiom European Banks Equity | 45,49% |
Invesco Global Consumer Trends | 38,78% |
abrdn Global Real Estate Active Thematics UCITS ETF | 22,93% |
CANDRIAM Absolute Return Equity Market Neutral | 5,22% |
BNP PARIBAS ENERGY TRANSITION | 9,11% |
DNB Fund Renewable Energy | 2,24% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,72% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,42% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,41% |
Montségur Croissance C | 9,31% |
Pictet – Atlas – P EUR : 2 | 5,98% |
Axiom Short Duration Bond Fund | 6,46% |
Haas Epargne Patrimoine C | 4,74% |
Exane Pleiade Fund | 3,04% |
Stratégie Rendement | 7,09% |
Sycomore Allocation Patrimoine R | 5,99% |
CANDRIAM Risk Arbitrage | 3,12% |
Pluvalca Rentoblig | 5,48% |
Dorval Global Conservative | 3,27% |
Trusteam Optimum A | 5,29% |
Federal Ethi-Patrimoine | 5,25% |
G FUND - ALPHA FIXED INCOME | 3,97% |
AIS Protect | 1,67% |
CANDRIAM Patrimoine Obli Inter | 4,84% |
Sanso Short Duration C | 3,57% |
Clartan Patrimoine C | 4,76% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,67% |
NN Green Bond | 3,71% |
HELIUM INVEST | 5,06% |
Dôm Reflex | 4,70% |
DNCA Invest Eurose A EUR | 5,73% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,04% |
Durandal | 1,84% |
HELIUM FUND | 3,91% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 39,91% |
Echiquier Artificial Intelligence B EUR | 39,65% |
Axiom European Banks Equity | 36,72% |
Invesco Global Consumer Trends | 21,79% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,37% |
BNP PARIBAS ENERGY TRANSITION | -23,02% |
DNB Fund Renewable Energy | -9,19% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,95% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,62% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,29% |
Montségur Croissance C | 0,52% |
Pictet – Atlas – P EUR : 2 | 1,79% |
Axiom Short Duration Bond Fund | 2,47% |
Haas Epargne Patrimoine C | 1,08% |
Exane Pleiade Fund | 2,34% |
Stratégie Rendement | 2,46% |
Sycomore Allocation Patrimoine R | 0,02% |
CANDRIAM Risk Arbitrage | 1,22% |
Pluvalca Rentoblig | 1,52% |
Dorval Global Conservative | 0,67% |
Trusteam Optimum A | 0,20% |
Federal Ethi-Patrimoine | 0,23% |
G FUND - ALPHA FIXED INCOME | 2,41% |
AIS Protect | -1,51% |
CANDRIAM Patrimoine Obli Inter | 1,58% |
Sanso Short Duration C | 1,43% |
Clartan Patrimoine C | 1,64% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,30% |
NN Green Bond | -4,46% |
HELIUM INVEST | 1,75% |
Dôm Reflex | 2,90% |
DNCA Invest Eurose A EUR | 2,60% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,25% |
Durandal | 0,02% |
HELIUM FUND | 2,25% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -7,45% |
Echiquier Artificial Intelligence B EUR | -4,30% |
Axiom European Banks Equity | 22,25% |
Invesco Global Consumer Trends | -4,95% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,08% |
BNP PARIBAS ENERGY TRANSITION | -28,54% |
DNB Fund Renewable Energy | -9,79% |