SwissLife Gestion Privée - Le fonds du mois
Société de gestion : Fidelity
Société de gestion : Fidelity
Retrouvez Pierre-Christian Imbert, Responsable Juridique France chez BNP Paribas Cardif.
Le leadership disputé entre les Etats-Unis et la Chine, au travers de la bataille des GAFAM (Google, Amazon, Facebook, Apple, Microsoft) vs BATX (Baidu, Alibaba, Tencent, Xiaomi) se poursuit également au travers de sociétés fintechs connues (Ant Financial) ou moins connus...
Au menu de ce brief du mardi avec Jérôme et Chloé : Le crédit d'impôt pour les loyers abandonnés en cette période de COVID & la location meublée, encore des nouveautés avec les réponses ministérielles Grau et Frassa.
Alors que s’approche la fin d’année, les marchés de crédit s’apprêtent à fermer la parenthèse d’une période éprouvante en retrouvant, sur quasiment tous les segments obligataires leurs niveaux de janvier, à la faveur des dernières nouvelles de cette semaine : une saison de publication sans surprise majeure, une élection américaine se terminant sans trop d’incertitude et l’espoir d’un vaccin.
Point sur la SCPI Pierre Capitale, avec Louis-Renaud Margerand, Spécialiste Produits Fonds Immobiliers chez Swiss Life Asset Managers France.
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% |
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% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,05% |
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% |
MS INVF Asia Opportunity | -0,26% |
BNP PARIBAS ENERGY TRANSITION | -1,10% |
DNB Fund Renewable Energy | -1,29% |
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% |
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% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,07% |
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% |
MS INVF Asia Opportunity | -0,26% |
BNP PARIBAS ENERGY TRANSITION | -2,30% |
DNB Fund Renewable Energy | -0,96% |
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% |
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% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,97% |
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% |
MS INVF Asia Opportunity | 37,71% |
BNP PARIBAS ENERGY TRANSITION | -3,24% |
DNB Fund Renewable Energy | -6,82% |
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% |
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% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,44% |
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% |
MS INVF Asia Opportunity | 4,11% |
BNP PARIBAS ENERGY TRANSITION | -27,18% |
DNB Fund Renewable Energy | -11,64% |
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% |
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% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,64% |
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% |
MS INVF Asia Opportunity | -0,43% |
BNP PARIBAS ENERGY TRANSITION | -19,73% |
DNB Fund Renewable Energy | -5,56% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |