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 | 0,07% |
Fonds | YTD |
---|---|
Montségur Croissance C | 2,92% |
OMNIBOND | 0,58% |
Haas Epargne Patrimoine C | 0,37% |
DNCA Invest Eurose A EUR | 0,37% |
CANDRIAM Risk Arbitrage | 0,32% |
Exane Pleiade Fund | 0,31% |
Durandal | 0,29% |
HELIUM INVEST | 0,29% |
Pictet – Atlas – P EUR : 2 | 0,25% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,20% |
G FUND - ALPHA FIXED INCOME | 0,18% |
Dorval Global Conservative | 0,17% |
HELIUM FUND | 0,14% |
Sycomore Allocation Patrimoine R | 0,12% |
Axiom Short Duration Bond Fund | 0,12% |
AIS Protect | 0,11% |
Trusteam Optimum A | 0,02% |
Clartan Patrimoine C | 0,00% |
CANDRIAM Patrimoine Obli Inter | -0,01% |
Federal Ethi-Patrimoine | -0,05% |
Sanso Short Duration C | -0,18% |
Pluvalca Rentoblig | -0,36% |
Dôm Reflex | -0,57% |
Stratégie Rendement | -0,63% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,66% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,70% |
NN Green Bond | -0,95% |
Kirao Multicaps Alpha | -1,33% |
Fonds | YTD |
---|---|
H2O Multibonds | 6,13% |
Axiom European Banks Equity | 4,76% |
MS INVF US Growth | 3,45% |
Invesco Global Consumer Trends | 3,35% |
BNP PARIBAS ENERGY TRANSITION | 2,84% |
Echiquier Artificial Intelligence B EUR | 2,47% |
CANDRIAM Absolute Return Equity Market Neutral | 1,22% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,42% |
DNB Fund Renewable Energy | -1,07% |
MS INVF Asia Opportunity | -2,96% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,12% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 0,90% |
OMNIBOND | 1,19% |
Haas Epargne Patrimoine C | 0,12% |
DNCA Invest Eurose A EUR | 0,21% |
CANDRIAM Risk Arbitrage | 0,58% |
Exane Pleiade Fund | 0,23% |
Durandal | 0,19% |
HELIUM INVEST | 0,76% |
Pictet – Atlas – P EUR : 2 | 0,19% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,63% |
G FUND - ALPHA FIXED INCOME | 0,29% |
Dorval Global Conservative | -0,43% |
HELIUM FUND | 0,68% |
Sycomore Allocation Patrimoine R | -0,41% |
Axiom Short Duration Bond Fund | 0,20% |
AIS Protect | 0,24% |
Trusteam Optimum A | 0,01% |
Clartan Patrimoine C | -0,12% |
CANDRIAM Patrimoine Obli Inter | 0,08% |
Federal Ethi-Patrimoine | -0,45% |
Sanso Short Duration C | -0,06% |
Pluvalca Rentoblig | -0,57% |
Dôm Reflex | -0,79% |
Stratégie Rendement | -0,93% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,34% |
NN Green Bond | -1,72% |
Kirao Multicaps Alpha | -0,81% |
Fonds | 1 mois |
---|---|
H2O Multibonds | -0,80% |
Axiom European Banks Equity | 4,50% |
MS INVF US Growth | -2,10% |
Invesco Global Consumer Trends | 0,84% |
BNP PARIBAS ENERGY TRANSITION | -0,43% |
Echiquier Artificial Intelligence B EUR | -0,84% |
CANDRIAM Absolute Return Equity Market Neutral | 0,90% |
abrdn Global Real Estate Active Thematics UCITS ETF | -0,89% |
DNB Fund Renewable Energy | -3,63% |
MS INVF Asia Opportunity | -6,16% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,54% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 12,69% |
OMNIBOND | 11,80% |
Haas Epargne Patrimoine C | 6,63% |
DNCA Invest Eurose A EUR | 3,48% |
CANDRIAM Risk Arbitrage | 5,35% |
Exane Pleiade Fund | 6,86% |
Durandal | 2,10% |
HELIUM INVEST | 5,66% |
Pictet – Atlas – P EUR : 2 | 8,33% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,10% |
G FUND - ALPHA FIXED INCOME | 4,34% |
Dorval Global Conservative | 4,01% |
HELIUM FUND | 3,79% |
Sycomore Allocation Patrimoine R | 5,66% |
Axiom Short Duration Bond Fund | 6,75% |
AIS Protect | 4,16% |
Trusteam Optimum A | 5,10% |
Clartan Patrimoine C | 3,72% |
CANDRIAM Patrimoine Obli Inter | 4,29% |
Federal Ethi-Patrimoine | 5,51% |
Sanso Short Duration C | 3,80% |
Pluvalca Rentoblig | 4,51% |
Dôm Reflex | 3,04% |
Stratégie Rendement | 5,15% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,65% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,80% |
NN Green Bond | 3,29% |
Kirao Multicaps Alpha | 1,59% |
Fonds | 1 an |
---|---|
H2O Multibonds | -5,51% |
Axiom European Banks Equity | 53,60% |
MS INVF US Growth | 64,25% |
Invesco Global Consumer Trends | 40,62% |
BNP PARIBAS ENERGY TRANSITION | -2,33% |
Echiquier Artificial Intelligence B EUR | 36,75% |
CANDRIAM Absolute Return Equity Market Neutral | 4,34% |
abrdn Global Real Estate Active Thematics UCITS ETF | 6,54% |
DNB Fund Renewable Energy | -9,69% |
MS INVF Asia Opportunity | 27,72% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,35% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 9,11% |
OMNIBOND | 10,22% |
Haas Epargne Patrimoine C | 4,41% |
DNCA Invest Eurose A EUR | 4,92% |
CANDRIAM Risk Arbitrage | 3,53% |
Exane Pleiade Fund | 2,98% |
Durandal | 2,58% |
HELIUM INVEST | 4,38% |
Pictet – Atlas – P EUR : 2 | 5,96% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,99% |
G FUND - ALPHA FIXED INCOME | 4,11% |
Dorval Global Conservative | 2,76% |
HELIUM FUND | 3,50% |
Sycomore Allocation Patrimoine R | 5,27% |
Axiom Short Duration Bond Fund | 5,79% |
AIS Protect | 2,00% |
Trusteam Optimum A | 4,84% |
Clartan Patrimoine C | 3,98% |
CANDRIAM Patrimoine Obli Inter | 4,30% |
Federal Ethi-Patrimoine | 4,98% |
Sanso Short Duration C | 3,46% |
Pluvalca Rentoblig | 4,82% |
Dôm Reflex | 4,03% |
Stratégie Rendement | 6,07% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,99% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,59% |
NN Green Bond | 3,36% |
Kirao Multicaps Alpha | -1,15% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 4,73% |
Axiom European Banks Equity | 32,71% |
MS INVF US Growth | 44,33% |
Invesco Global Consumer Trends | 23,18% |
BNP PARIBAS ENERGY TRANSITION | -25,48% |
Echiquier Artificial Intelligence B EUR | 43,75% |
CANDRIAM Absolute Return Equity Market Neutral | 5,77% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -12,06% |
MS INVF Asia Opportunity | 1,79% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,09% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 3,15% |
OMNIBOND | 4,07% |
Haas Epargne Patrimoine C | 1,48% |
DNCA Invest Eurose A EUR | 2,24% |
CANDRIAM Risk Arbitrage | 1,59% |
Exane Pleiade Fund | 2,22% |
Durandal | 0,04% |
HELIUM INVEST | 1,70% |
Pictet – Atlas – P EUR : 2 | 2,58% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,79% |
G FUND - ALPHA FIXED INCOME | 2,69% |
Dorval Global Conservative | 0,87% |
HELIUM FUND | 2,43% |
Sycomore Allocation Patrimoine R | 0,36% |
Axiom Short Duration Bond Fund | 2,66% |
AIS Protect | -1,88% |
Trusteam Optimum A | 0,54% |
Clartan Patrimoine C | 1,34% |
CANDRIAM Patrimoine Obli Inter | 1,58% |
Federal Ethi-Patrimoine | 0,51% |
Sanso Short Duration C | 1,54% |
Pluvalca Rentoblig | 1,73% |
Dôm Reflex | 2,69% |
Stratégie Rendement | 2,20% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,04% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,25% |
NN Green Bond | -4,45% |
Kirao Multicaps Alpha | -5,53% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 11,51% |
Axiom European Banks Equity | 21,03% |
MS INVF US Growth | 3,92% |
Invesco Global Consumer Trends | 1,42% |
BNP PARIBAS ENERGY TRANSITION | -23,52% |
Echiquier Artificial Intelligence B EUR | 4,96% |
CANDRIAM Absolute Return Equity Market Neutral | 1,05% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -8,03% |
MS INVF Asia Opportunity | -2,04% |