Patrimoine24
Toute l'info sur les acteurs du patrimoine 
PERIAL Asset Management fait évoluer l’organisation de son pôle immobilier avec la nomination de Dimitri Maillard en tant que Directeur de la Gestion des Actifs Immobiliers sous la direction de Loïc Hervé, Directeur Général Délégué de PERIAL AM.
Les constructeurs automobiles traditionnels étant contraints de réduire leurs émissions dans le cadre de la lutte contre le changement climatique, les investisseurs sont de plus en plus nombreux à s’intéresser aux purs constructeurs de véhicules électriques. Alessandro Rovelli, analyste Crédit chez Aviva Investors France, étudie les chiffres afin d’évaluer si oui ou non cette tendance est durable.
Les nouveaux enseignements de la nouvelle étude de BARNES Global Property Handbook 2021.
Retrouvez notre podcast avec Pierre Bismuth, Directeur général & Responsable des Gestions à Myria AM.
L'impact de la Covid-19 a été très inégal selon les différents segments des marchés immobiliers industriels et commerciaux aux États-Unis.
OFI Asset Management (OFI AM) et Degroof Petercam Asset Management (DPAM) ont signé un partenariat stratégique avec la création d’une société de gestion commune basée à Hong Kong. Cette société permettra d’établir une présence en Asie et sera spécialisée dans les pays émergents. Selon les termes de l’accord, OFI AM détiendra 66 % et DPAM 34 %.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,30% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 4,66% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,77% |
| Sycomore Allocation Patrimoine R | 1,29% |
| DNCA Invest Eurose A EUR | 1,26% |
| Pictet – Atlas – P EUR : 2 | 1,24% |
| OMNIBOND | 1,14% |
| HELIUM INVEST | 0,89% |
| Dorval Global Conservative | 0,89% |
| Federal Ethi-Patrimoine | 0,79% |
| Haas Epargne Patrimoine C | 0,79% |
| Clartan Patrimoine C | 0,68% |
| Durandal | 0,64% |
| Exane Pleiade Fund | 0,64% |
| Trusteam Optimum A | 0,63% |
| HELIUM FUND | 0,60% |
| Axiom Short Duration Bond Fund | 0,59% |
| G FUND - ALPHA FIXED INCOME | 0,37% |
| Sanso Short Duration C | 0,30% |
| CANDRIAM Risk Arbitrage | 0,30% |
| AIS Protect | 0,22% |
| CANDRIAM Patrimoine Obli Inter | 0,16% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,05% |
| Pluvalca Rentoblig | -0,10% |
| Kirao Multicaps Alpha | -0,11% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,21% |
| Stratégie Rendement | -0,24% |
| NN Green Bond | -0,37% |
| Dôm Reflex | -0,45% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 10,06% |
| H2O Multibonds | 8,94% |
| MS INVF US Growth | 8,78% |
| Echiquier Artificial Intelligence B EUR | 5,32% |
| Invesco Global Consumer Trends | 4,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,80% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
| BNP PARIBAS ENERGY TRANSITION | -1,10% |
| MS INVF Asia Opportunity | -1,29% |
| DNB Fund Renewable Energy | -1,29% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,31% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 3,85% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,08% |
| Sycomore Allocation Patrimoine R | 1,48% |
| DNCA Invest Eurose A EUR | 1,43% |
| Pictet – Atlas – P EUR : 2 | 1,16% |
| OMNIBOND | 1,35% |
| HELIUM INVEST | 0,94% |
| Dorval Global Conservative | 0,76% |
| Federal Ethi-Patrimoine | 0,99% |
| Haas Epargne Patrimoine C | 0,89% |
| Clartan Patrimoine C | 0,76% |
| Durandal | 0,91% |
| Exane Pleiade Fund | 0,61% |
| Trusteam Optimum A | 0,73% |
| HELIUM FUND | 0,83% |
| Axiom Short Duration Bond Fund | 0,66% |
| G FUND - ALPHA FIXED INCOME | 0,40% |
| Sanso Short Duration C | 0,36% |
| CANDRIAM Risk Arbitrage | 0,42% |
| AIS Protect | 0,24% |
| CANDRIAM Patrimoine Obli Inter | 0,20% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,07% |
| Pluvalca Rentoblig | 0,01% |
| Kirao Multicaps Alpha | 0,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,08% |
| Stratégie Rendement | -0,17% |
| NN Green Bond | -0,43% |
| Dôm Reflex | -0,35% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 10,83% |
| H2O Multibonds | 7,57% |
| MS INVF US Growth | 9,75% |
| Echiquier Artificial Intelligence B EUR | 3,83% |
| Invesco Global Consumer Trends | 4,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,24% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
| BNP PARIBAS ENERGY TRANSITION | -2,30% |
| MS INVF Asia Opportunity | -0,80% |
| DNB Fund Renewable Energy | -0,96% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,49% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 8,35% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,22% |
| Sycomore Allocation Patrimoine R | 5,94% |
| DNCA Invest Eurose A EUR | 4,43% |
| Pictet – Atlas – P EUR : 2 | 8,61% |
| OMNIBOND | 10,92% |
| HELIUM INVEST | 6,39% |
| Dorval Global Conservative | 4,56% |
| Federal Ethi-Patrimoine | 5,43% |
| Haas Epargne Patrimoine C | 6,22% |
| Clartan Patrimoine C | 4,05% |
| Durandal | 2,01% |
| Exane Pleiade Fund | 5,99% |
| Trusteam Optimum A | 5,38% |
| HELIUM FUND | 4,29% |
| Axiom Short Duration Bond Fund | 6,62% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| Sanso Short Duration C | 4,12% |
| CANDRIAM Risk Arbitrage | 5,11% |
| AIS Protect | 3,70% |
| CANDRIAM Patrimoine Obli Inter | 4,37% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,97% |
| Pluvalca Rentoblig | 4,39% |
| Kirao Multicaps Alpha | 2,70% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,47% |
| Stratégie Rendement | 5,13% |
| NN Green Bond | 3,71% |
| Dôm Reflex | 2,84% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 59,63% |
| H2O Multibonds | 1,89% |
| MS INVF US Growth | 64,96% |
| Echiquier Artificial Intelligence B EUR | 31,99% |
| Invesco Global Consumer Trends | 37,78% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,19% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
| BNP PARIBAS ENERGY TRANSITION | -3,24% |
| MS INVF Asia Opportunity | 35,13% |
| DNB Fund Renewable Energy | -6,82% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,24% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,83% |
| Sycomore Allocation Patrimoine R | 5,44% |
| DNCA Invest Eurose A EUR | 4,91% |
| Pictet – Atlas – P EUR : 2 | 6,36% |
| OMNIBOND | 9,58% |
| HELIUM INVEST | 4,46% |
| Dorval Global Conservative | 2,92% |
| Federal Ethi-Patrimoine | 5,17% |
| Haas Epargne Patrimoine C | 4,44% |
| Clartan Patrimoine C | 4,12% |
| Durandal | 2,48% |
| Exane Pleiade Fund | 3,01% |
| Trusteam Optimum A | 4,94% |
| HELIUM FUND | 3,63% |
| Axiom Short Duration Bond Fund | 5,57% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| Sanso Short Duration C | 3,63% |
| CANDRIAM Risk Arbitrage | 3,58% |
| AIS Protect | 2,21% |
| CANDRIAM Patrimoine Obli Inter | 4,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,44% |
| Pluvalca Rentoblig | 4,71% |
| Kirao Multicaps Alpha | -0,35% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| Stratégie Rendement | 5,94% |
| NN Green Bond | 4,01% |
| Dôm Reflex | 3,90% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 32,57% |
| H2O Multibonds | 7,38% |
| MS INVF US Growth | 42,09% |
| Echiquier Artificial Intelligence B EUR | 39,37% |
| Invesco Global Consumer Trends | 20,98% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,27% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -27,18% |
| MS INVF Asia Opportunity | 3,39% |
| DNB Fund Renewable Energy | -11,64% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,25% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 5,73% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,28% |
| Sycomore Allocation Patrimoine R | 1,53% |
| DNCA Invest Eurose A EUR | 2,92% |
| Pictet – Atlas – P EUR : 2 | 3,05% |
| OMNIBOND | 4,31% |
| HELIUM INVEST | 2,10% |
| Dorval Global Conservative | 1,49% |
| Federal Ethi-Patrimoine | 1,05% |
| Haas Epargne Patrimoine C | 1,99% |
| Clartan Patrimoine C | 1,93% |
| Durandal | 0,06% |
| Exane Pleiade Fund | 2,66% |
| Trusteam Optimum A | 1,01% |
| HELIUM FUND | 2,63% |
| Axiom Short Duration Bond Fund | 2,92% |
| G FUND - ALPHA FIXED INCOME | 2,73% |
| Sanso Short Duration C | 1,80% |
| CANDRIAM Risk Arbitrage | 1,59% |
| AIS Protect | -1,24% |
| CANDRIAM Patrimoine Obli Inter | 1,94% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,64% |
| Pluvalca Rentoblig | 1,89% |
| Kirao Multicaps Alpha | -4,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,10% |
| Stratégie Rendement | 2,47% |
| NN Green Bond | -4,12% |
| Dôm Reflex | 2,87% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 24,02% |
| H2O Multibonds | 11,63% |
| MS INVF US Growth | 12,66% |
| Echiquier Artificial Intelligence B EUR | 8,79% |
| Invesco Global Consumer Trends | 5,76% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,78% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -19,73% |
| MS INVF Asia Opportunity | 0,43% |
| DNB Fund Renewable Energy | -5,56% |