Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Investissement, protection, prévoyance, planification, transmission de patrimoine… L’assurance-vie remplit de très nombreux services et on la qualifie de couteau suisse de l’épargnant. Elle bénéficie en outre d’un régime fiscal favorable.
Plus une succession est anticipée, moins elle est sujette à débat et moins elle est taxée.Vous pouvez agir maintenant sur le montant de votre imposition.
Des règles précises régissent la gestion d’un portefeuille de titres démembrés, à la suite d’une succession.
Le financement de la protection de la biodiversité constitue un enjeu crucial. La biodiversité est menacée. Sa dégradation a un impact négatif sur l’activité économique. L’objectif de la COP 15 consiste à restaurer au moins 30% des écosystèmes dégradés d'ici à 2030. Acteurs privés et publics doivent intensifier leurs efforts pour soutenir cette stratégie de préservation.
Découvrez comment agir avant le 31 décembre 2023 pour réduire votre facture fiscale en 2024.
La hausse des prix de l’immobilier se répercute sur l’IFI, selon les statistiques collectées en 2022 par Bercy.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 3,92% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 8,57% |
| Pictet – Atlas – P EUR : 2 | 6,72% |
| Axiom Short Duration Bond Fund | 6,24% |
| Montségur Croissance C | 5,36% |
| Haas Epargne Patrimoine C | 4,71% |
| Stratégie Rendement | 4,28% |
| Exane Pleiade Fund | 4,18% |
| Trusteam Optimum A | 4,06% |
| CANDRIAM Risk Arbitrage | 4,04% |
| G FUND - ALPHA FIXED INCOME | 4,01% |
| AIS Protect | 3,91% |
| Sycomore Allocation Patrimoine R | 3,81% |
| Pluvalca Rentoblig | 3,72% |
| CANDRIAM Patrimoine Obli Inter | 3,66% |
| Sanso Short Duration C | 3,64% |
| Dorval Global Conservative | 3,53% |
| Federal Ethi-Patrimoine | 3,31% |
| Clartan Patrimoine C | 3,23% |
| DNCA Invest Eurose A EUR | 2,97% |
| HELIUM INVEST | 2,47% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,45% |
| Dôm Reflex | 2,44% |
| HELIUM FUND | 2,42% |
| Durandal | 2,27% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,01% |
| NN Green Bond | 1,72% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 42,08% |
| Echiquier Artificial Intelligence B EUR | 21,76% |
| MS INVF US Growth | 20,52% |
| Invesco Global Consumer Trends | 14,40% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,69% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,84% |
| DNB Fund Renewable Energy | -6,31% |
| BNP PARIBAS ENERGY TRANSITION | -11,50% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,27% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | -0,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,66% |
| Pictet – Atlas – P EUR : 2 | 0,05% |
| Axiom Short Duration Bond Fund | 0,28% |
| Montségur Croissance C | -3,31% |
| Haas Epargne Patrimoine C | -0,52% |
| Stratégie Rendement | 0,25% |
| Exane Pleiade Fund | 0,43% |
| Trusteam Optimum A | 0,12% |
| CANDRIAM Risk Arbitrage | 0,13% |
| G FUND - ALPHA FIXED INCOME | 0,34% |
| AIS Protect | 0,25% |
| Sycomore Allocation Patrimoine R | -0,25% |
| Pluvalca Rentoblig | 0,19% |
| CANDRIAM Patrimoine Obli Inter | 0,36% |
| Sanso Short Duration C | 0,31% |
| Dorval Global Conservative | -0,22% |
| Federal Ethi-Patrimoine | -0,49% |
| Clartan Patrimoine C | 0,00% |
| DNCA Invest Eurose A EUR | 0,17% |
| HELIUM INVEST | 0,36% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,27% |
| Dôm Reflex | -0,16% |
| HELIUM FUND | 0,36% |
| Durandal | -0,56% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,30% |
| NN Green Bond | -0,44% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 4,23% |
| Echiquier Artificial Intelligence B EUR | 1,98% |
| MS INVF US Growth | 9,63% |
| Invesco Global Consumer Trends | 3,00% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -1,69% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,22% |
| DNB Fund Renewable Energy | -0,37% |
| BNP PARIBAS ENERGY TRANSITION | 4,30% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,57% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,23% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,60% |
| Pictet – Atlas – P EUR : 2 | 8,12% |
| Axiom Short Duration Bond Fund | 8,77% |
| Montségur Croissance C | 13,72% |
| Haas Epargne Patrimoine C | 8,19% |
| Stratégie Rendement | 8,50% |
| Exane Pleiade Fund | 5,38% |
| Trusteam Optimum A | 7,33% |
| CANDRIAM Risk Arbitrage | 5,13% |
| G FUND - ALPHA FIXED INCOME | 4,61% |
| AIS Protect | 5,43% |
| Sycomore Allocation Patrimoine R | 8,94% |
| Pluvalca Rentoblig | 6,96% |
| CANDRIAM Patrimoine Obli Inter | 5,45% |
| Sanso Short Duration C | 4,44% |
| Dorval Global Conservative | 6,51% |
| Federal Ethi-Patrimoine | 7,50% |
| Clartan Patrimoine C | 5,59% |
| DNCA Invest Eurose A EUR | 5,82% |
| HELIUM INVEST | 5,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,20% |
| Dôm Reflex | 5,79% |
| HELIUM FUND | 3,97% |
| Durandal | 4,26% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,68% |
| NN Green Bond | 7,75% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 55,05% |
| Echiquier Artificial Intelligence B EUR | 42,91% |
| MS INVF US Growth | 46,76% |
| Invesco Global Consumer Trends | 25,79% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 25,91% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,22% |
| DNB Fund Renewable Energy | 10,96% |
| BNP PARIBAS ENERGY TRANSITION | -5,15% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,99% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 9,86% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,59% |
| Pictet – Atlas – P EUR : 2 | 5,20% |
| Axiom Short Duration Bond Fund | 6,80% |
| Montségur Croissance C | 9,54% |
| Haas Epargne Patrimoine C | 4,93% |
| Stratégie Rendement | 7,81% |
| Exane Pleiade Fund | 2,21% |
| Trusteam Optimum A | 6,05% |
| CANDRIAM Risk Arbitrage | 2,87% |
| G FUND - ALPHA FIXED INCOME | 3,89% |
| AIS Protect | 1,86% |
| Sycomore Allocation Patrimoine R | 6,29% |
| Pluvalca Rentoblig | 5,99% |
| CANDRIAM Patrimoine Obli Inter | 5,30% |
| Sanso Short Duration C | 3,71% |
| Dorval Global Conservative | 3,33% |
| Federal Ethi-Patrimoine | 6,00% |
| Clartan Patrimoine C | 5,12% |
| DNCA Invest Eurose A EUR | 6,42% |
| HELIUM INVEST | 5,41% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,52% |
| Dôm Reflex | 5,52% |
| HELIUM FUND | 4,09% |
| Durandal | 0,92% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,03% |
| NN Green Bond | 5,08% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 41,50% |
| Echiquier Artificial Intelligence B EUR | 30,64% |
| MS INVF US Growth | 22,18% |
| Invesco Global Consumer Trends | 13,86% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,58% |
| DNB Fund Renewable Energy | -4,53% |
| BNP PARIBAS ENERGY TRANSITION | -20,12% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,78% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,31% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,28% |
| Pictet – Atlas – P EUR : 2 | 1,55% |
| Axiom Short Duration Bond Fund | 2,34% |
| Montségur Croissance C | -1,36% |
| Haas Epargne Patrimoine C | 0,77% |
| Stratégie Rendement | 2,17% |
| Exane Pleiade Fund | 2,00% |
| Trusteam Optimum A | 0,11% |
| CANDRIAM Risk Arbitrage | 1,07% |
| G FUND - ALPHA FIXED INCOME | 2,36% |
| AIS Protect | -1,41% |
| Sycomore Allocation Patrimoine R | -0,20% |
| Pluvalca Rentoblig | 1,28% |
| CANDRIAM Patrimoine Obli Inter | 1,53% |
| Sanso Short Duration C | 1,37% |
| Dorval Global Conservative | 0,42% |
| Federal Ethi-Patrimoine | -0,03% |
| Clartan Patrimoine C | 1,28% |
| DNCA Invest Eurose A EUR | 2,48% |
| HELIUM INVEST | 1,61% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,69% |
| Dôm Reflex | 2,67% |
| HELIUM FUND | 2,17% |
| Durandal | -0,43% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,58% |
| NN Green Bond | -5,25% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,76% |
| Echiquier Artificial Intelligence B EUR | -9,52% |
| MS INVF US Growth | -13,96% |
| Invesco Global Consumer Trends | -9,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,20% |
| DNB Fund Renewable Energy | -7,16% |
| BNP PARIBAS ENERGY TRANSITION | -29,99% |