Entretien avec Didier ROMAN
Focus sur le fonds Haas Actions Croissance, avec Didier ROMAN, Responsable de la Gestion Actions chez Haas Gestion.
Focus sur le fonds Haas Actions Croissance, avec Didier ROMAN, Responsable de la Gestion Actions chez Haas Gestion.
Immobilier, Marchés Actions et Private Equity avec Emmanuella PILLEUX, Responsable des Partenariats à INTENCIAL PATRIMOINE, Constance VEDIE DE LA HESLIERE, Responsable relation clientèle à SwissLife AM, Responsable Distribution à Groupama AM et Paul-Edouard FALCK, Responsable des Partenariats à NextStage AM.
Nous avons rencontré Marc GIRAULT, Cofondateur et Directeur de la Gestion HMG FINANCE.
Arrivées chez OTEA Capital, point sur OTEA du 1er au 27/04, …
Webinar, digitalisation, compte-titres, monde associatif, …
Nous avons rencontré Anne-France GAUTHIER, directeur commercial de VIE PLUS.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,12% |
Fonds | YTD |
---|---|
OMNIBOND | 11,03% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,57% |
Pictet – Atlas – P EUR : 2 | 7,32% |
Axiom Short Duration Bond Fund | 6,53% |
Montségur Croissance C | 6,12% |
Haas Epargne Patrimoine C | 5,39% |
Exane Pleiade Fund | 5,15% |
Stratégie Rendement | 4,88% |
Sycomore Allocation Patrimoine R | 4,42% |
CANDRIAM Risk Arbitrage | 4,40% |
Pluvalca Rentoblig | 4,19% |
G FUND - ALPHA FIXED INCOME | 4,08% |
Trusteam Optimum A | 4,03% |
AIS Protect | 4,03% |
Dorval Global Conservative | 3,91% |
Sanso Short Duration C | 3,89% |
CANDRIAM Patrimoine Obli Inter | 3,83% |
Federal Ethi-Patrimoine | 3,81% |
Clartan Patrimoine C | 3,24% |
Durandal | 3,17% |
DNCA Invest Eurose A EUR | 3,09% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,03% |
HELIUM INVEST | 2,95% |
Dôm Reflex | 2,73% |
NN Green Bond | 2,68% |
HELIUM FUND | 2,55% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,47% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 43,08% |
MS INVF US Growth | 39,54% |
Echiquier Artificial Intelligence B EUR | 30,57% |
Invesco Global Consumer Trends | 25,00% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,73% |
CANDRIAM Absolute Return Equity Market Neutral | 3,66% |
BNP PARIBAS ENERGY TRANSITION | -11,94% |
DNB Fund Renewable Energy | -12,84% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,22% |
Fonds | 1 mois |
---|---|
OMNIBOND | 0,25% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,76% |
Pictet – Atlas – P EUR : 2 | 0,51% |
Axiom Short Duration Bond Fund | 0,27% |
Montségur Croissance C | -3,58% |
Haas Epargne Patrimoine C | -0,35% |
Exane Pleiade Fund | 1,11% |
Stratégie Rendement | 0,25% |
Sycomore Allocation Patrimoine R | -0,40% |
CANDRIAM Risk Arbitrage | 0,10% |
Pluvalca Rentoblig | 0,13% |
G FUND - ALPHA FIXED INCOME | 0,24% |
Trusteam Optimum A | -0,34% |
AIS Protect | 0,24% |
Dorval Global Conservative | -0,26% |
Sanso Short Duration C | 0,27% |
CANDRIAM Patrimoine Obli Inter | 0,29% |
Federal Ethi-Patrimoine | -0,44% |
Clartan Patrimoine C | -0,38% |
Durandal | -0,39% |
DNCA Invest Eurose A EUR | -0,43% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,28% |
HELIUM INVEST | 0,68% |
Dôm Reflex | -0,18% |
NN Green Bond | -0,21% |
HELIUM FUND | 0,30% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,58% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 1,35% |
MS INVF US Growth | 18,57% |
Echiquier Artificial Intelligence B EUR | 5,21% |
Invesco Global Consumer Trends | 9,59% |
abrdn Global Real Estate Active Thematics UCITS ETF | -1,53% |
CANDRIAM Absolute Return Equity Market Neutral | -0,84% |
BNP PARIBAS ENERGY TRANSITION | 2,17% |
DNB Fund Renewable Energy | -6,85% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,49% |
Fonds | 1 an |
---|---|
OMNIBOND | 14,65% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,92% |
Pictet – Atlas – P EUR : 2 | 8,13% |
Axiom Short Duration Bond Fund | 8,59% |
Montségur Croissance C | 9,28% |
Haas Epargne Patrimoine C | 8,01% |
Exane Pleiade Fund | 5,85% |
Stratégie Rendement | 8,43% |
Sycomore Allocation Patrimoine R | 7,62% |
CANDRIAM Risk Arbitrage | 5,43% |
Pluvalca Rentoblig | 6,87% |
G FUND - ALPHA FIXED INCOME | 4,54% |
Trusteam Optimum A | 6,61% |
AIS Protect | 5,29% |
Dorval Global Conservative | 6,19% |
Sanso Short Duration C | 4,58% |
CANDRIAM Patrimoine Obli Inter | 5,21% |
Federal Ethi-Patrimoine | 7,22% |
Clartan Patrimoine C | 5,35% |
Durandal | 4,59% |
DNCA Invest Eurose A EUR | 5,33% |
CT (LUX) EUROPEAN SOCIAL BOND | 6,94% |
HELIUM INVEST | 5,05% |
Dôm Reflex | 5,57% |
NN Green Bond | 7,75% |
HELIUM FUND | 3,79% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,31% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 48,87% |
MS INVF US Growth | 64,21% |
Echiquier Artificial Intelligence B EUR | 43,76% |
Invesco Global Consumer Trends | 32,24% |
abrdn Global Real Estate Active Thematics UCITS ETF | 26,79% |
CANDRIAM Absolute Return Equity Market Neutral | 4,25% |
BNP PARIBAS ENERGY TRANSITION | 0,89% |
DNB Fund Renewable Energy | 0,69% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,75% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,01% |
Pictet – Atlas – P EUR : 2 | 5,64% |
Axiom Short Duration Bond Fund | 6,48% |
Montségur Croissance C | 7,92% |
Haas Epargne Patrimoine C | 4,62% |
Exane Pleiade Fund | 2,77% |
Stratégie Rendement | 7,09% |
Sycomore Allocation Patrimoine R | 5,84% |
CANDRIAM Risk Arbitrage | 3,04% |
Pluvalca Rentoblig | 5,45% |
G FUND - ALPHA FIXED INCOME | 3,97% |
Trusteam Optimum A | 5,29% |
AIS Protect | 1,73% |
Dorval Global Conservative | 3,12% |
Sanso Short Duration C | 3,62% |
CANDRIAM Patrimoine Obli Inter | 4,84% |
Federal Ethi-Patrimoine | 5,14% |
Clartan Patrimoine C | 4,85% |
Durandal | 2,36% |
DNCA Invest Eurose A EUR | 6,04% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,65% |
HELIUM INVEST | 4,99% |
Dôm Reflex | 4,66% |
NN Green Bond | 3,89% |
HELIUM FUND | 3,92% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,05% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 40,14% |
MS INVF US Growth | 31,63% |
Echiquier Artificial Intelligence B EUR | 34,73% |
Invesco Global Consumer Trends | 18,02% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,33% |
BNP PARIBAS ENERGY TRANSITION | -23,88% |
DNB Fund Renewable Energy | -9,89% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,93% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,42% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,89% |
Pictet – Atlas – P EUR : 2 | 1,54% |
Axiom Short Duration Bond Fund | 2,44% |
Montségur Croissance C | -0,67% |
Haas Epargne Patrimoine C | 0,89% |
Exane Pleiade Fund | 2,27% |
Stratégie Rendement | 2,37% |
Sycomore Allocation Patrimoine R | -0,24% |
CANDRIAM Risk Arbitrage | 1,18% |
Pluvalca Rentoblig | 1,40% |
G FUND - ALPHA FIXED INCOME | 2,40% |
Trusteam Optimum A | 0,11% |
AIS Protect | -1,42% |
Dorval Global Conservative | 0,52% |
Sanso Short Duration C | 1,44% |
CANDRIAM Patrimoine Obli Inter | 1,52% |
Federal Ethi-Patrimoine | 0,09% |
Clartan Patrimoine C | 1,41% |
Durandal | 0,11% |
DNCA Invest Eurose A EUR | 2,56% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,35% |
HELIUM INVEST | 1,72% |
Dôm Reflex | 2,79% |
NN Green Bond | -4,98% |
HELIUM FUND | 2,20% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,39% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 23,06% |
MS INVF US Growth | -11,97% |
Echiquier Artificial Intelligence B EUR | -7,94% |
Invesco Global Consumer Trends | -7,36% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,03% |
BNP PARIBAS ENERGY TRANSITION | -30,36% |
DNB Fund Renewable Energy | -10,15% |