Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La chute historique des cours du brut laisse espérer une amélioration continue de l’empreinte carbone. Utopie ou réalité ?
Bonne tenue des fonds KIRAO :
→ Kirao Multicaps et Kirao Smallcaps : des fonds tout-terrain surperformants
→ Kirao Multicaps : Lipper Award « Meilleur fonds Actions Zone Euro sur 5 ans »
→ Kirao Multicaps Alpha : performance positive en YTD +1,8%
→ Kirao Smallcaps a fêté ses 5 ans et se classe premier de la catégorie « Actions France, Petites et Moyennes Capitalisations » chez Morningstar
→ Collecte nette positive de 27M€ sur les 3 fonds en 2020
Innovations, digitalisation, offre bonus, Tangram, SCPI, … Retrouvez Yann PELARD, Directeur Commercial Épargne & Retraite chez BNP Paribas Cardif réseau CGP & Courtiers.
Rencontre avec Michel LEGROS, Directeur Général et Associé de Clartan Associés.
Dans ce neuvième #RDVExperts, Cardif vous propose d'aborder l'ingénierie patrimoniale avec Sammanta Hagege, Ingenieure patrimoniale chez BNP Paribas Cardif France.
Quels sont les domaines d'intervention propres à l'ingénieurie patrimoniale ? Quelles sont les expertises les plus sollicitées ? Et quelles sont les règles d'intervention ?
Services informatiques aux entreprises, minières, plateforme pour travailleurs indépendants... Cette semaine, nos analystes gérants vous présentent ces opportunités issues de la crise qui sont venues compléter nos portefeuilles sur les dernières semaines. Pour en parler : Raphaël Moreau, Etienne Guicherd et Julien Faure, gérants-associés chez Amiral Gestion.
| 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% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,40% |
| Dôm Reflex | -0,47% |
| Stratégie Rendement | -0,48% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
| 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% |
| BNP PARIBAS ENERGY TRANSITION | 4,30% |
| Invesco Global Consumer Trends | 3,18% |
| 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 | -0,34% |
| 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% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,89% |
| Dôm Reflex | -0,73% |
| Stratégie Rendement | -0,78% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,18% |
| 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% |
| BNP PARIBAS ENERGY TRANSITION | 1,51% |
| Invesco Global Consumer Trends | -0,52% |
| 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 | -1,78% |
| 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% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,39% |
| Dôm Reflex | 3,23% |
| Stratégie Rendement | 5,41% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,39% |
| 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% |
| BNP PARIBAS ENERGY TRANSITION | 6,92% |
| Invesco Global Consumer Trends | 40,95% |
| 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 | -3,83% |
| 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% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,89% |
| Dôm Reflex | 4,03% |
| Stratégie Rendement | 6,08% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,67% |
| 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% |
| BNP PARIBAS ENERGY TRANSITION | -25,28% |
| Invesco Global Consumer Trends | 22,96% |
| 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% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,89% |
| Dôm Reflex | 2,73% |
| Stratégie Rendement | 2,25% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,20% |
| 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% |
| BNP PARIBAS ENERGY TRANSITION | -23,16% |
| Invesco Global Consumer Trends | 1,53% |
| 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 | -7,81% |
| MS INVF Asia Opportunity | -1,21% |
