Interview de Corinne CALENDINI, Directrice Wealth Management et Banque Patrimoniale chez AXA
Primonial REIM annonce la nomination de Julie DUVILLIER-RAOUL en qualité de Directeur Développement Institutionnel et de Philippe CHAMBERY en qualité de Directeur Développement Retail.
Antoine DUMONT (depuis 7 ans chez Trusteam Finance) rejoint l'équipe Distribution Partenaires aux côté de Mathilde POULMARCH et de Mirko CESCUTTI sous l'autorité d'Odile CONNAC
Nous avons rencontré Olivier Renard, Gérant d’Assistance Courtage Partenaire (ACP)
Portrait de Benoist Lombard, membre du comité éditorial de Patrimoine24
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,13% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 11,31% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,52% |
Pictet – Atlas – P EUR : 2 | 7,56% |
Montségur Croissance C | 7,27% |
Axiom Short Duration Bond Fund | 6,55% |
Haas Epargne Patrimoine C | 5,56% |
Exane Pleiade Fund | 5,12% |
Stratégie Rendement | 4,92% |
Sycomore Allocation Patrimoine R | 4,55% |
CANDRIAM Risk Arbitrage | 4,42% |
Pluvalca Rentoblig | 4,25% |
Dorval Global Conservative | 4,10% |
G FUND - ALPHA FIXED INCOME | 4,07% |
AIS Protect | 4,07% |
Trusteam Optimum A | 3,98% |
CANDRIAM Patrimoine Obli Inter | 3,89% |
Federal Ethi-Patrimoine | 3,86% |
Sanso Short Duration C | 3,82% |
Clartan Patrimoine C | 3,31% |
NN Green Bond | 3,11% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,00% |
HELIUM INVEST | 2,96% |
DNCA Invest Eurose A EUR | 2,87% |
Dôm Reflex | 2,82% |
Durandal | 2,67% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,58% |
HELIUM FUND | 2,55% |
Fonds | YTD |
---|---|
MS INVF US Growth | 51,39% |
Axiom European Banks Equity | 40,44% |
Echiquier Artificial Intelligence B EUR | 37,36% |
Invesco Global Consumer Trends | 30,60% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,13% |
CANDRIAM Absolute Return Equity Market Neutral | 3,78% |
BNP PARIBAS ENERGY TRANSITION | -11,03% |
DNB Fund Renewable Energy | -12,86% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,25% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 0,78% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,38% |
Pictet – Atlas – P EUR : 2 | 0,88% |
Montségur Croissance C | -1,95% |
Axiom Short Duration Bond Fund | 0,29% |
Haas Epargne Patrimoine C | 0,09% |
Exane Pleiade Fund | 1,04% |
Stratégie Rendement | 0,44% |
Sycomore Allocation Patrimoine R | -0,08% |
CANDRIAM Risk Arbitrage | 0,13% |
Pluvalca Rentoblig | 0,36% |
Dorval Global Conservative | 0,11% |
G FUND - ALPHA FIXED INCOME | 0,19% |
AIS Protect | 0,27% |
Trusteam Optimum A | -0,26% |
CANDRIAM Patrimoine Obli Inter | 0,33% |
Federal Ethi-Patrimoine | 0,04% |
Sanso Short Duration C | 0,20% |
Clartan Patrimoine C | -0,25% |
NN Green Bond | 1,00% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,31% |
HELIUM INVEST | 0,65% |
DNCA Invest Eurose A EUR | -0,46% |
Dôm Reflex | 0,11% |
Durandal | -0,86% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,02% |
HELIUM FUND | 0,28% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 28,68% |
Axiom European Banks Equity | 0,68% |
Echiquier Artificial Intelligence B EUR | 10,19% |
Invesco Global Consumer Trends | 13,90% |
abrdn Global Real Estate Active Thematics UCITS ETF | 1,70% |
CANDRIAM Absolute Return Equity Market Neutral | -0,28% |
BNP PARIBAS ENERGY TRANSITION | 3,21% |
DNB Fund Renewable Energy | -6,87% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,44% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 14,67% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,60% |
Pictet – Atlas – P EUR : 2 | 8,33% |
Montségur Croissance C | 10,08% |
Axiom Short Duration Bond Fund | 8,63% |
Haas Epargne Patrimoine C | 8,08% |
Exane Pleiade Fund | 6,09% |
Stratégie Rendement | 8,34% |
Sycomore Allocation Patrimoine R | 7,73% |
CANDRIAM Risk Arbitrage | 5,43% |
Pluvalca Rentoblig | 6,91% |
Dorval Global Conservative | 6,32% |
G FUND - ALPHA FIXED INCOME | 4,52% |
AIS Protect | 5,32% |
Trusteam Optimum A | 6,55% |
CANDRIAM Patrimoine Obli Inter | 5,22% |
Federal Ethi-Patrimoine | 7,24% |
Sanso Short Duration C | 4,55% |
Clartan Patrimoine C | 5,36% |
NN Green Bond | 7,96% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,06% |
HELIUM INVEST | 5,01% |
DNCA Invest Eurose A EUR | 5,07% |
Dôm Reflex | 5,54% |
Durandal | 4,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,12% |
HELIUM FUND | 3,50% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 75,21% |
Axiom European Banks Equity | 47,12% |
Echiquier Artificial Intelligence B EUR | 49,10% |
Invesco Global Consumer Trends | 37,03% |
abrdn Global Real Estate Active Thematics UCITS ETF | 22,55% |
CANDRIAM Absolute Return Equity Market Neutral | 4,71% |
BNP PARIBAS ENERGY TRANSITION | 0,48% |
DNB Fund Renewable Energy | -0,25% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,74% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,31% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,47% |
Pictet – Atlas – P EUR : 2 | 5,83% |
Montségur Croissance C | 8,45% |
Axiom Short Duration Bond Fund | 6,45% |
Haas Epargne Patrimoine C | 4,63% |
Exane Pleiade Fund | 2,91% |
Stratégie Rendement | 7,09% |
Sycomore Allocation Patrimoine R | 5,90% |
CANDRIAM Risk Arbitrage | 3,05% |
Pluvalca Rentoblig | 5,45% |
Dorval Global Conservative | 3,25% |
G FUND - ALPHA FIXED INCOME | 3,95% |
AIS Protect | 1,68% |
Trusteam Optimum A | 5,20% |
CANDRIAM Patrimoine Obli Inter | 4,88% |
Federal Ethi-Patrimoine | 5,11% |
Sanso Short Duration C | 3,58% |
Clartan Patrimoine C | 4,82% |
NN Green Bond | 3,91% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,64% |
HELIUM INVEST | 5,00% |
DNCA Invest Eurose A EUR | 5,92% |
Dôm Reflex | 4,68% |
Durandal | 1,85% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,05% |
HELIUM FUND | 3,93% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 40,86% |
Axiom European Banks Equity | 38,36% |
Echiquier Artificial Intelligence B EUR | 38,88% |
Invesco Global Consumer Trends | 21,81% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,50% |
BNP PARIBAS ENERGY TRANSITION | -23,49% |
DNB Fund Renewable Energy | -9,90% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,93% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,51% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,57% |
Pictet – Atlas – P EUR : 2 | 1,62% |
Montségur Croissance C | -0,42% |
Axiom Short Duration Bond Fund | 2,48% |
Haas Epargne Patrimoine C | 0,94% |
Exane Pleiade Fund | 2,22% |
Stratégie Rendement | 2,42% |
Sycomore Allocation Patrimoine R | -0,14% |
CANDRIAM Risk Arbitrage | 1,20% |
Pluvalca Rentoblig | 1,41% |
Dorval Global Conservative | 0,61% |
G FUND - ALPHA FIXED INCOME | 2,40% |
AIS Protect | -1,42% |
Trusteam Optimum A | 0,08% |
CANDRIAM Patrimoine Obli Inter | 1,59% |
Federal Ethi-Patrimoine | 0,10% |
Sanso Short Duration C | 1,41% |
Clartan Patrimoine C | 1,57% |
NN Green Bond | -4,72% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,46% |
HELIUM INVEST | 1,71% |
DNCA Invest Eurose A EUR | 2,63% |
Dôm Reflex | 2,81% |
Durandal | -0,04% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,32% |
HELIUM FUND | 2,22% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -8,62% |
Axiom European Banks Equity | 23,28% |
Echiquier Artificial Intelligence B EUR | -6,16% |
Invesco Global Consumer Trends | -6,07% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,01% |
BNP PARIBAS ENERGY TRANSITION | -30,13% |
DNB Fund Renewable Energy | -10,29% |