Sommet BFM patrimoine/CNCGP – Aymeric MELLET – BDL Capital Management
Retrouvez Aymeric MELLET, Analyste, BDL Capital Management.
Retrouvez Aymeric MELLET, Analyste, BDL Capital Management.
Les investisseurs sont confrontés à deux défis majeurs : Omicron et des banques centrales plus agressives.
Retrouvez notre podcast avec Gregory NEULAT, Directeur Général en charge du Développement, Keys REIM.
La publication avancée des chiffres d’inflation de la zone euro montre une nouvelle accélération de l’inflation. Le glissement annuel de l’indice global atteint 4,9%, dépassant ainsi les 4,1% du mois précédent et du sommet de juillet 2008. Les données de l’OCDE montrent qu’il s’agit du niveau d’inflation le plus élevé depuis le début des années 1990. Les +2,6% de variation des prix hors alimentation et énergie constituent également un sommet depuis la création de la zone euro.
Retrouvez le commentaire de Matthieu Bailly, Directeur Général Délégué et Gérant obligataire, Octo Asset Management.
Mandat de protection future par Pierre Pascal Lavielle, Responsable du service Ingénierie patrimoniale retraite & fiscalité BNP Paribas Cardif France, invité des #RDVExperts Cardif.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,51% |
BNP PARIBAS Diversipierre | -5,66% |
Fonds | YTD |
---|---|
OMNIBOND | 10,75% |
Montségur Croissance C | 9,45% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 8,40% |
Pictet – Atlas – P EUR : 2 | 6,68% |
Axiom Short Duration Bond Fund | 5,76% |
Haas Epargne Patrimoine C | 5,07% |
Trusteam Optimum A | 4,06% |
Stratégie Rendement | 3,80% |
Sycomore Allocation Patrimoine R | 3,80% |
Exane Pleiade Fund | 3,79% |
CANDRIAM Risk Arbitrage | 3,79% |
Federal Ethi-Patrimoine | 3,62% |
G FUND - ALPHA FIXED INCOME | 3,60% |
Dorval Global Conservative | 3,55% |
AIS Protect | 3,55% |
Pluvalca Rentoblig | 3,45% |
Durandal | 3,29% |
Sanso Short Duration C | 3,19% |
Clartan Patrimoine C | 3,18% |
CANDRIAM Patrimoine Obli Inter | 3,14% |
DNCA Invest Eurose A EUR | 3,05% |
CT (LUX) EUROPEAN SOCIAL BOND | 2,72% |
Dôm Reflex | 2,58% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,54% |
NN Green Bond | 2,16% |
HELIUM FUND | 1,97% |
HELIUM INVEST | 1,60% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 36,58% |
Echiquier Artificial Intelligence B EUR | 17,10% |
Invesco Global Consumer Trends | 12,87% |
MS INVF US Growth | 10,57% |
CANDRIAM Absolute Return Equity Market Neutral | 3,20% |
DNB Fund Renewable Energy | -7,19% |
BNP PARIBAS ENERGY TRANSITION | -18,05% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,49% |
BNP PARIBAS Diversipierre | 0,20% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,58% |
Montségur Croissance C | -0,35% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,11% |
Pictet – Atlas – P EUR : 2 | 0,54% |
Axiom Short Duration Bond Fund | 0,70% |
Haas Epargne Patrimoine C | 0,85% |
Trusteam Optimum A | 0,52% |
Stratégie Rendement | 0,69% |
Sycomore Allocation Patrimoine R | 0,35% |
Exane Pleiade Fund | -0,13% |
CANDRIAM Risk Arbitrage | 0,14% |
Federal Ethi-Patrimoine | 0,74% |
G FUND - ALPHA FIXED INCOME | 0,42% |
Dorval Global Conservative | 0,41% |
AIS Protect | 0,30% |
Pluvalca Rentoblig | 0,71% |
Durandal | -0,36% |
Sanso Short Duration C | 0,36% |
Clartan Patrimoine C | 0,55% |
CANDRIAM Patrimoine Obli Inter | 0,41% |
DNCA Invest Eurose A EUR | 0,48% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,71% |
Dôm Reflex | 0,50% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,46% |
NN Green Bond | 0,66% |
HELIUM FUND | 0,25% |
HELIUM INVEST | 0,57% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 1,92% |
Echiquier Artificial Intelligence B EUR | 1,95% |
Invesco Global Consumer Trends | 5,42% |
MS INVF US Growth | 6,84% |
CANDRIAM Absolute Return Equity Market Neutral | -0,24% |
DNB Fund Renewable Energy | 1,19% |
BNP PARIBAS ENERGY TRANSITION | 1,82% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,47% |
BNP PARIBAS Diversipierre | -14,20% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,18% |
Montségur Croissance C | 19,51% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,16% |
Pictet – Atlas – P EUR : 2 | 8,32% |
Axiom Short Duration Bond Fund | 8,72% |
Haas Epargne Patrimoine C | 8,61% |
Trusteam Optimum A | 7,31% |
Stratégie Rendement | 8,77% |
Sycomore Allocation Patrimoine R | 7,67% |
Exane Pleiade Fund | 5,28% |
CANDRIAM Risk Arbitrage | 5,11% |
Federal Ethi-Patrimoine | 8,87% |
G FUND - ALPHA FIXED INCOME | 4,64% |
Dorval Global Conservative | 6,39% |
AIS Protect | 4,61% |
Pluvalca Rentoblig | 7,33% |
Durandal | 5,92% |
Sanso Short Duration C | 4,30% |
Clartan Patrimoine C | 5,96% |
CANDRIAM Patrimoine Obli Inter | 5,63% |
DNCA Invest Eurose A EUR | 5,57% |
CT (LUX) EUROPEAN SOCIAL BOND | 8,49% |
Dôm Reflex | 6,86% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 11,60% |
NN Green Bond | 9,58% |
HELIUM FUND | 3,56% |
HELIUM INVEST | 3,69% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 46,65% |
Echiquier Artificial Intelligence B EUR | 37,34% |
Invesco Global Consumer Trends | 18,91% |
MS INVF US Growth | 32,94% |
CANDRIAM Absolute Return Equity Market Neutral | 3,70% |
DNB Fund Renewable Energy | 2,70% |
BNP PARIBAS ENERGY TRANSITION | -25,24% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,64% |
BNP PARIBAS Diversipierre | -11,10% |
Fonds | 2 ans |
---|---|
OMNIBOND | 9,25% |
Montségur Croissance C | 14,67% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 5,08% |
Pictet – Atlas – P EUR : 2 | 4,89% |
Axiom Short Duration Bond Fund | 5,81% |
Haas Epargne Patrimoine C | 5,47% |
Trusteam Optimum A | 6,30% |
Stratégie Rendement | 7,07% |
Sycomore Allocation Patrimoine R | 6,50% |
Exane Pleiade Fund | 2,27% |
CANDRIAM Risk Arbitrage | 1,73% |
Federal Ethi-Patrimoine | 6,57% |
G FUND - ALPHA FIXED INCOME | 3,69% |
Dorval Global Conservative | 3,22% |
AIS Protect | 1,43% |
Pluvalca Rentoblig | 5,61% |
Durandal | 1,18% |
Sanso Short Duration C | 3,37% |
Clartan Patrimoine C | 6,23% |
CANDRIAM Patrimoine Obli Inter | 5,51% |
DNCA Invest Eurose A EUR | 7,68% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,94% |
Dôm Reflex | 6,60% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,32% |
NN Green Bond | 4,13% |
HELIUM FUND | 3,85% |
HELIUM INVEST | 4,09% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 45,99% |
Echiquier Artificial Intelligence B EUR | 20,41% |
Invesco Global Consumer Trends | 9,18% |
MS INVF US Growth | 11,66% |
CANDRIAM Absolute Return Equity Market Neutral | 5,58% |
DNB Fund Renewable Energy | -4,39% |
BNP PARIBAS ENERGY TRANSITION | -28,27% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,49% |
BNP PARIBAS Diversipierre | -8,01% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,52% |
Montségur Croissance C | 0,26% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,28% |
Pictet – Atlas – P EUR : 2 | 1,94% |
Axiom Short Duration Bond Fund | 2,07% |
Haas Epargne Patrimoine C | 1,13% |
Trusteam Optimum A | 0,19% |
Stratégie Rendement | 2,01% |
Sycomore Allocation Patrimoine R | -0,20% |
Exane Pleiade Fund | 1,58% |
CANDRIAM Risk Arbitrage | 0,95% |
Federal Ethi-Patrimoine | 0,19% |
G FUND - ALPHA FIXED INCOME | 2,22% |
Dorval Global Conservative | 0,60% |
AIS Protect | -1,27% |
Pluvalca Rentoblig | 1,16% |
Durandal | -0,43% |
Sanso Short Duration C | 1,20% |
Clartan Patrimoine C | 1,60% |
CANDRIAM Patrimoine Obli Inter | 1,15% |
DNCA Invest Eurose A EUR | 3,08% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,57% |
Dôm Reflex | 2,67% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,52% |
NN Green Bond | -4,89% |
HELIUM FUND | 2,13% |
HELIUM INVEST | 1,38% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 25,34% |
Echiquier Artificial Intelligence B EUR | -7,79% |
Invesco Global Consumer Trends | -9,48% |
MS INVF US Growth | -15,30% |
CANDRIAM Absolute Return Equity Market Neutral | 2,45% |
DNB Fund Renewable Energy | -4,86% |
BNP PARIBAS ENERGY TRANSITION | -28,42% |