Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Dans deux jugements, l’un rendu par le TC d’ANGERS (9 janvier 2019) l’autre par le TGI d’ANGERS (4 juin 2019), la RCP des CGP, recherchée à la suite d’opérations de défiscalisation répondant au dispositif de la loi GIRARDIN industrielle (panneaux photovoltaïques), est écartée.
L’Autorité de contrôle prudentiel et de résolution (ACPR) met en garde le public contre un phénomène de duplication de masse de sites frauduleux de banques en ligne.
La 14ème Convention de l’Association de CGPI ACTUALIS Associés aura lieu le 19 novembre prochain dans les somptueux locaux de JP Morgan 14, Place Vendôme à Paris. Le thème de cette année sera : CGP à l’aube d’un nouveau métier, défis et enjeux.
| 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% |