Save the date : Forum One Life (17/10/2019)
L’assureur luxembourgeois organise son 12e Investment Forum près de Bruxelles sur le thème : « Le future de la gestion de fortune ».
L’assureur luxembourgeois organise son 12e Investment Forum près de Bruxelles sur le thème : « Le future de la gestion de fortune ».
Du pouvoir de nuisance d'un ancien salarié qui témoigne en faveur d'un souscripteur mécontent...
Voici une décision récente et marquante touchant la Responsabilité Civile Professionnelle (RCP) des Conseillers en Gestion de Patrimoine (CGP).
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,14% |
Fonds | YTD |
---|---|
Montségur Croissance C | 4,46% |
Haas Epargne Patrimoine C | 0,71% |
OMNIBOND | 0,67% |
DNCA Invest Eurose A EUR | 0,64% |
Pictet – Atlas – P EUR : 2 | 0,59% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,57% |
Exane Pleiade Fund | 0,56% |
Sycomore Allocation Patrimoine R | 0,55% |
Durandal | 0,50% |
Federal Ethi-Patrimoine | 0,35% |
Dorval Global Conservative | 0,34% |
HELIUM INVEST | 0,34% |
Clartan Patrimoine C | 0,25% |
Axiom Short Duration Bond Fund | 0,24% |
G FUND - ALPHA FIXED INCOME | 0,23% |
CANDRIAM Risk Arbitrage | 0,23% |
Trusteam Optimum A | 0,16% |
AIS Protect | 0,13% |
HELIUM FUND | 0,13% |
CANDRIAM Patrimoine Obli Inter | 0,04% |
Sanso Short Duration C | -0,06% |
Pluvalca Rentoblig | -0,23% |
Dôm Reflex | -0,47% |
Stratégie Rendement | -0,48% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,66% |
NN Green Bond | -0,95% |
Kirao Multicaps Alpha | -1,39% |
Fonds | YTD |
---|---|
H2O Multibonds | 6,67% |
MS INVF US Growth | 5,63% |
Axiom European Banks Equity | 5,10% |
Invesco Global Consumer Trends | 3,18% |
BNP PARIBAS ENERGY TRANSITION | 2,84% |
Echiquier Artificial Intelligence B EUR | 2,54% |
CANDRIAM Absolute Return Equity Market Neutral | 0,99% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,46% |
DNB Fund Renewable Energy | -1,07% |
MS INVF Asia Opportunity | -1,51% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,19% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 1,88% |
Haas Epargne Patrimoine C | 0,52% |
OMNIBOND | 1,27% |
DNCA Invest Eurose A EUR | 0,63% |
Pictet – Atlas – P EUR : 2 | 0,28% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,08% |
Exane Pleiade Fund | 0,43% |
Sycomore Allocation Patrimoine R | 0,08% |
Durandal | 0,68% |
Federal Ethi-Patrimoine | -0,13% |
Dorval Global Conservative | -0,14% |
HELIUM INVEST | 0,77% |
Clartan Patrimoine C | 0,15% |
Axiom Short Duration Bond Fund | 0,33% |
G FUND - ALPHA FIXED INCOME | 0,35% |
CANDRIAM Risk Arbitrage | 0,47% |
Trusteam Optimum A | 0,20% |
AIS Protect | 0,26% |
HELIUM FUND | 0,53% |
CANDRIAM Patrimoine Obli Inter | 0,12% |
Sanso Short Duration C | 0,06% |
Pluvalca Rentoblig | -0,46% |
Dôm Reflex | -0,73% |
Stratégie Rendement | -0,78% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,18% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,11% |
NN Green Bond | -1,72% |
Kirao Multicaps Alpha | -0,72% |
Fonds | 1 mois |
---|---|
H2O Multibonds | 1,17% |
MS INVF US Growth | -1,62% |
Axiom European Banks Equity | 4,79% |
Invesco Global Consumer Trends | -0,52% |
BNP PARIBAS ENERGY TRANSITION | -0,43% |
Echiquier Artificial Intelligence B EUR | -2,07% |
CANDRIAM Absolute Return Equity Market Neutral | 0,66% |
abrdn Global Real Estate Active Thematics UCITS ETF | 2,94% |
DNB Fund Renewable Energy | -3,63% |
MS INVF Asia Opportunity | -3,82% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,62% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 13,89% |
Haas Epargne Patrimoine C | 6,99% |
OMNIBOND | 11,60% |
DNCA Invest Eurose A EUR | 3,82% |
Pictet – Atlas – P EUR : 2 | 8,82% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,14% |
Exane Pleiade Fund | 7,35% |
Sycomore Allocation Patrimoine R | 6,21% |
Durandal | 2,65% |
Federal Ethi-Patrimoine | 6,01% |
Dorval Global Conservative | 4,41% |
HELIUM INVEST | 6,35% |
Clartan Patrimoine C | 4,03% |
Axiom Short Duration Bond Fund | 6,84% |
G FUND - ALPHA FIXED INCOME | 4,36% |
CANDRIAM Risk Arbitrage | 5,33% |
Trusteam Optimum A | 5,33% |
AIS Protect | 4,29% |
HELIUM FUND | 4,03% |
CANDRIAM Patrimoine Obli Inter | 4,37% |
Sanso Short Duration C | 3,93% |
Pluvalca Rentoblig | 4,70% |
Dôm Reflex | 3,23% |
Stratégie Rendement | 5,41% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,39% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,65% |
NN Green Bond | 3,29% |
Kirao Multicaps Alpha | 1,96% |
Fonds | 1 an |
---|---|
H2O Multibonds | -3,15% |
MS INVF US Growth | 72,57% |
Axiom European Banks Equity | 56,27% |
Invesco Global Consumer Trends | 40,95% |
BNP PARIBAS ENERGY TRANSITION | -2,33% |
Echiquier Artificial Intelligence B EUR | 35,76% |
CANDRIAM Absolute Return Equity Market Neutral | 4,27% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,42% |
DNB Fund Renewable Energy | -9,69% |
MS INVF Asia Opportunity | 35,17% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,36% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 9,65% |
Haas Epargne Patrimoine C | 4,56% |
OMNIBOND | 10,16% |
DNCA Invest Eurose A EUR | 4,96% |
Pictet – Atlas – P EUR : 2 | 6,12% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,18% |
Exane Pleiade Fund | 3,18% |
Sycomore Allocation Patrimoine R | 5,44% |
Durandal | 2,81% |
Federal Ethi-Patrimoine | 5,15% |
Dorval Global Conservative | 2,83% |
HELIUM INVEST | 4,40% |
Clartan Patrimoine C | 4,04% |
Axiom Short Duration Bond Fund | 5,80% |
G FUND - ALPHA FIXED INCOME | 4,12% |
CANDRIAM Risk Arbitrage | 3,48% |
Trusteam Optimum A | 4,82% |
AIS Protect | 2,01% |
HELIUM FUND | 3,46% |
CANDRIAM Patrimoine Obli Inter | 4,28% |
Sanso Short Duration C | 3,51% |
Pluvalca Rentoblig | 4,88% |
Dôm Reflex | 4,03% |
Stratégie Rendement | 6,08% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,67% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,99% |
NN Green Bond | 3,36% |
Kirao Multicaps Alpha | -1,40% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 5,43% |
MS INVF US Growth | 44,89% |
Axiom European Banks Equity | 32,81% |
Invesco Global Consumer Trends | 22,96% |
BNP PARIBAS ENERGY TRANSITION | -25,48% |
Echiquier Artificial Intelligence B EUR | 43,74% |
CANDRIAM Absolute Return Equity Market Neutral | 5,66% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -12,06% |
MS INVF Asia Opportunity | 3,10% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,12% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 3,66% |
Haas Epargne Patrimoine C | 1,59% |
OMNIBOND | 4,10% |
DNCA Invest Eurose A EUR | 2,33% |
Pictet – Atlas – P EUR : 2 | 2,70% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,67% |
Exane Pleiade Fund | 2,31% |
Sycomore Allocation Patrimoine R | 0,50% |
Durandal | 0,11% |
Federal Ethi-Patrimoine | 0,65% |
Dorval Global Conservative | 0,93% |
HELIUM INVEST | 1,72% |
Clartan Patrimoine C | 1,42% |
Axiom Short Duration Bond Fund | 2,70% |
G FUND - ALPHA FIXED INCOME | 2,70% |
CANDRIAM Risk Arbitrage | 1,56% |
Trusteam Optimum A | 0,58% |
AIS Protect | -1,88% |
HELIUM FUND | 2,43% |
CANDRIAM Patrimoine Obli Inter | 1,60% |
Sanso Short Duration C | 1,58% |
Pluvalca Rentoblig | 1,77% |
Dôm Reflex | 2,73% |
Stratégie Rendement | 2,25% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,20% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,04% |
NN Green Bond | -4,45% |
Kirao Multicaps Alpha | -5,55% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 11,70% |
MS INVF US Growth | 4,87% |
Axiom European Banks Equity | 21,16% |
Invesco Global Consumer Trends | 1,53% |
BNP PARIBAS ENERGY TRANSITION | -23,52% |
Echiquier Artificial Intelligence B EUR | 4,98% |
CANDRIAM Absolute Return Equity Market Neutral | 0,98% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -8,03% |
MS INVF Asia Opportunity | -1,21% |