Patrimoine24
Toute l'info sur les acteurs du patrimoine 
L’Autorité des marchés financiers dressera chaque trimestre un état des lieux des particuliers ayant passé au moins un ordre d’achat ou de vente en Bourse au cours des trois mois écoulés. Elle publie la première édition de ce tableau de bord, portant sur la période allant de janvier 2018 à décembre 2020.
Point sur PAREF Gestion, Interpierre Europe Centrale, ... avec Matthieu Navarre, Directeur commercial de Paref Gestion.
En 2020, et en dépit d’un contexte très particulier, la Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP) a poursuivi l’adhésion de nouveaux adhérents à un rythme soutenu.
Xavier LEPINE, Président de l'IEIF, répond à Patrimoine24 à l'occasion du lancement du premier fonds ISR dédié à la transformation de bureaux en logements.
Retrouvez les perspectives d'Ariel Bezalel, Responsable de la Stratégie obligataire, de Richard Watts, Responsable de la stratégie, UK Small & Mid Caps et de Matthew Pigott, Gestionnaire de fonds adjoint, marchés émergents
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,37% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,99% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,36% |
| Sycomore Allocation Patrimoine R | 1,67% |
| DNCA Invest Eurose A EUR | 1,52% |
| OMNIBOND | 1,35% |
| Pictet – Atlas – P EUR : 2 | 1,27% |
| Haas Epargne Patrimoine C | 1,23% |
| Federal Ethi-Patrimoine | 1,22% |
| HELIUM INVEST | 1,07% |
| Dorval Global Conservative | 1,05% |
| Exane Pleiade Fund | 0,96% |
| Clartan Patrimoine C | 0,96% |
| Trusteam Optimum A | 0,83% |
| Durandal | 0,77% |
| Axiom Short Duration Bond Fund | 0,69% |
| HELIUM FUND | 0,62% |
| CANDRIAM Risk Arbitrage | 0,41% |
| G FUND - ALPHA FIXED INCOME | 0,40% |
| Sanso Short Duration C | 0,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
| AIS Protect | 0,24% |
| Kirao Multicaps Alpha | 0,23% |
| CANDRIAM Patrimoine Obli Inter | 0,19% |
| Pluvalca Rentoblig | 0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,11% |
| NN Green Bond | 0,09% |
| Stratégie Rendement | 0,00% |
| Dôm Reflex | -0,23% |
| Fonds | YTD |
|---|---|
| H2O Multibonds | 10,45% |
| Axiom European Banks Equity | 10,44% |
| MS INVF US Growth | 9,74% |
| Invesco Global Consumer Trends | 6,36% |
| Echiquier Artificial Intelligence B EUR | 5,81% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,05% |
| BNP PARIBAS ENERGY TRANSITION | 1,05% |
| MS INVF Asia Opportunity | -0,26% |
| DNB Fund Renewable Energy | -1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,37% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 6,14% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,38% |
| Sycomore Allocation Patrimoine R | 1,93% |
| DNCA Invest Eurose A EUR | 1,67% |
| OMNIBOND | 1,41% |
| Pictet – Atlas – P EUR : 2 | 1,27% |
| Haas Epargne Patrimoine C | 1,36% |
| Federal Ethi-Patrimoine | 1,40% |
| HELIUM INVEST | 1,07% |
| Dorval Global Conservative | 1,10% |
| Exane Pleiade Fund | 0,93% |
| Clartan Patrimoine C | 1,00% |
| Trusteam Optimum A | 0,93% |
| Durandal | 1,01% |
| Axiom Short Duration Bond Fund | 0,72% |
| HELIUM FUND | 0,67% |
| CANDRIAM Risk Arbitrage | 0,46% |
| G FUND - ALPHA FIXED INCOME | 0,42% |
| Sanso Short Duration C | 0,39% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
| AIS Protect | 0,25% |
| Kirao Multicaps Alpha | 0,79% |
| CANDRIAM Patrimoine Obli Inter | 0,20% |
| Pluvalca Rentoblig | 0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
| NN Green Bond | 0,09% |
| Stratégie Rendement | 0,00% |
| Dôm Reflex | -0,22% |
| Fonds | 1 mois |
|---|---|
| H2O Multibonds | 9,20% |
| Axiom European Banks Equity | 10,97% |
| MS INVF US Growth | 9,74% |
| Invesco Global Consumer Trends | 6,36% |
| Echiquier Artificial Intelligence B EUR | 5,29% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,32% |
| BNP PARIBAS ENERGY TRANSITION | 0,60% |
| MS INVF Asia Opportunity | -0,26% |
| DNB Fund Renewable Energy | -1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,56% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 9,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
| Sycomore Allocation Patrimoine R | 6,29% |
| DNCA Invest Eurose A EUR | 4,69% |
| OMNIBOND | 11,12% |
| Pictet – Atlas – P EUR : 2 | 8,62% |
| Haas Epargne Patrimoine C | 6,75% |
| Federal Ethi-Patrimoine | 5,95% |
| HELIUM INVEST | 6,59% |
| Dorval Global Conservative | 4,73% |
| Exane Pleiade Fund | 6,31% |
| Clartan Patrimoine C | 4,39% |
| Trusteam Optimum A | 5,57% |
| Durandal | 1,64% |
| Axiom Short Duration Bond Fund | 6,72% |
| HELIUM FUND | 4,35% |
| CANDRIAM Risk Arbitrage | 5,30% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| Sanso Short Duration C | 4,21% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,87% |
| AIS Protect | 3,63% |
| Kirao Multicaps Alpha | 2,80% |
| CANDRIAM Patrimoine Obli Inter | 4,37% |
| Pluvalca Rentoblig | 4,70% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,95% |
| NN Green Bond | 3,42% |
| Stratégie Rendement | 5,46% |
| Dôm Reflex | 3,14% |
| Fonds | 1 an |
|---|---|
| H2O Multibonds | 4,46% |
| Axiom European Banks Equity | 57,22% |
| MS INVF US Growth | 71,47% |
| Invesco Global Consumer Trends | 42,18% |
| Echiquier Artificial Intelligence B EUR | 33,61% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,17% |
| BNP PARIBAS ENERGY TRANSITION | 0,39% |
| MS INVF Asia Opportunity | 37,71% |
| DNB Fund Renewable Energy | -6,86% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,29% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,89% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,34% |
| Sycomore Allocation Patrimoine R | 5,76% |
| DNCA Invest Eurose A EUR | 5,09% |
| OMNIBOND | 9,57% |
| Pictet – Atlas – P EUR : 2 | 6,51% |
| Haas Epargne Patrimoine C | 4,76% |
| Federal Ethi-Patrimoine | 5,53% |
| HELIUM INVEST | 4,56% |
| Dorval Global Conservative | 3,10% |
| Exane Pleiade Fund | 3,23% |
| Clartan Patrimoine C | 4,33% |
| Trusteam Optimum A | 5,10% |
| Durandal | 2,60% |
| Axiom Short Duration Bond Fund | 5,63% |
| HELIUM FUND | 3,64% |
| CANDRIAM Risk Arbitrage | 3,65% |
| G FUND - ALPHA FIXED INCOME | 4,14% |
| Sanso Short Duration C | 3,67% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,59% |
| AIS Protect | 2,19% |
| Kirao Multicaps Alpha | -0,19% |
| CANDRIAM Patrimoine Obli Inter | 4,45% |
| Pluvalca Rentoblig | 4,93% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
| NN Green Bond | 4,19% |
| Stratégie Rendement | 6,16% |
| Dôm Reflex | 4,11% |
| Fonds | 2 ans |
|---|---|
| H2O Multibonds | 6,85% |
| Axiom European Banks Equity | 32,74% |
| MS INVF US Growth | 43,71% |
| Invesco Global Consumer Trends | 22,86% |
| Echiquier Artificial Intelligence B EUR | 41,77% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
| BNP PARIBAS ENERGY TRANSITION | -25,84% |
| MS INVF Asia Opportunity | 4,11% |
| DNB Fund Renewable Energy | -12,02% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,27% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 6,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,09% |
| Sycomore Allocation Patrimoine R | 1,66% |
| DNCA Invest Eurose A EUR | 3,01% |
| OMNIBOND | 4,38% |
| Pictet – Atlas – P EUR : 2 | 3,06% |
| Haas Epargne Patrimoine C | 2,13% |
| Federal Ethi-Patrimoine | 1,19% |
| HELIUM INVEST | 2,16% |
| Dorval Global Conservative | 1,54% |
| Exane Pleiade Fund | 2,76% |
| Clartan Patrimoine C | 2,02% |
| Trusteam Optimum A | 1,08% |
| Durandal | 0,10% |
| Axiom Short Duration Bond Fund | 2,96% |
| HELIUM FUND | 2,64% |
| CANDRIAM Risk Arbitrage | 1,63% |
| G FUND - ALPHA FIXED INCOME | 2,74% |
| Sanso Short Duration C | 1,83% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,41% |
| AIS Protect | -1,23% |
| Kirao Multicaps Alpha | -3,93% |
| CANDRIAM Patrimoine Obli Inter | 1,95% |
| Pluvalca Rentoblig | 1,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,21% |
| NN Green Bond | -3,82% |
| Stratégie Rendement | 2,55% |
| Dôm Reflex | 2,94% |
| Fonds | 3 ans |
|---|---|
| H2O Multibonds | 12,15% |
| Axiom European Banks Equity | 24,16% |
| MS INVF US Growth | 9,21% |
| Invesco Global Consumer Trends | 5,55% |
| Echiquier Artificial Intelligence B EUR | 8,95% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,86% |
| BNP PARIBAS ENERGY TRANSITION | -19,15% |
| MS INVF Asia Opportunity | -0,43% |
| DNB Fund Renewable Energy | -6,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
