RCP et CGP : Le jugement dernier #1
Voici une décision récente et marquante touchant la Responsabilité Civile Professionnelle (RCP) des Conseillers en Gestion de Patrimoine (CGP).
Voici une décision récente et marquante touchant la Responsabilité Civile Professionnelle (RCP) des Conseillers en Gestion de Patrimoine (CGP).
CPR AM lance le fonds actions « CPR Invest - Future Cities » consacré à l’urbanisation durable
Georges Nemes, Président de Patrimmofi, réagit au rapport de la Cour des Comptes dénonçant les gabegies du dispositif Pinel…
Selon une étude de Schroders, si les investisseurs particuliers sont convaincus des vertus de l’ISR, ils tardent encore à passer à l’action…
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,18% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 12,00% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
Pictet – Atlas – P EUR : 2 | 8,10% |
Montségur Croissance C | 7,41% |
Axiom Short Duration Bond Fund | 6,61% |
Haas Epargne Patrimoine C | 5,60% |
Stratégie Rendement | 5,37% |
Exane Pleiade Fund | 5,22% |
Sycomore Allocation Patrimoine R | 4,69% |
Pluvalca Rentoblig | 4,56% |
CANDRIAM Risk Arbitrage | 4,54% |
Trusteam Optimum A | 4,45% |
Dorval Global Conservative | 4,35% |
Federal Ethi-Patrimoine | 4,24% |
G FUND - ALPHA FIXED INCOME | 4,12% |
AIS Protect | 4,11% |
CANDRIAM Patrimoine Obli Inter | 3,96% |
Sanso Short Duration C | 3,87% |
NN Green Bond | 3,75% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
Clartan Patrimoine C | 3,47% |
HELIUM INVEST | 3,26% |
Dôm Reflex | 3,20% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,10% |
HELIUM FUND | 2,71% |
DNCA Invest Eurose A EUR | 2,40% |
Durandal | 2,08% |
Fonds | YTD |
---|---|
MS INVF US Growth | 50,33% |
Echiquier Artificial Intelligence B EUR | 36,16% |
Axiom European Banks Equity | 36,01% |
Invesco Global Consumer Trends | 29,62% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,91% |
CANDRIAM Absolute Return Equity Market Neutral | 4,14% |
BNP PARIBAS ENERGY TRANSITION | -10,20% |
DNB Fund Renewable Energy | -11,35% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,25% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,19% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
Pictet – Atlas – P EUR : 2 | 1,45% |
Montségur Croissance C | -2,06% |
Axiom Short Duration Bond Fund | 0,28% |
Haas Epargne Patrimoine C | 0,33% |
Stratégie Rendement | 0,84% |
Exane Pleiade Fund | 0,98% |
Sycomore Allocation Patrimoine R | 0,23% |
Pluvalca Rentoblig | 0,55% |
CANDRIAM Risk Arbitrage | 0,57% |
Trusteam Optimum A | 0,17% |
Dorval Global Conservative | 0,67% |
Federal Ethi-Patrimoine | 0,38% |
G FUND - ALPHA FIXED INCOME | 0,13% |
AIS Protect | 0,26% |
CANDRIAM Patrimoine Obli Inter | 0,38% |
Sanso Short Duration C | 0,19% |
NN Green Bond | 1,38% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,54% |
Clartan Patrimoine C | -0,05% |
HELIUM INVEST | 0,83% |
Dôm Reflex | 0,44% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,53% |
HELIUM FUND | 0,32% |
DNCA Invest Eurose A EUR | -0,76% |
Durandal | -0,76% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 24,29% |
Echiquier Artificial Intelligence B EUR | 9,53% |
Axiom European Banks Equity | -1,41% |
Invesco Global Consumer Trends | 10,69% |
abrdn Global Real Estate Active Thematics UCITS ETF | 3,36% |
CANDRIAM Absolute Return Equity Market Neutral | 0,45% |
BNP PARIBAS ENERGY TRANSITION | 3,28% |
DNB Fund Renewable Energy | -5,83% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,30% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,05% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
Pictet – Atlas – P EUR : 2 | 8,85% |
Montségur Croissance C | 9,53% |
Axiom Short Duration Bond Fund | 8,58% |
Haas Epargne Patrimoine C | 8,06% |
Stratégie Rendement | 8,57% |
Exane Pleiade Fund | 6,15% |
Sycomore Allocation Patrimoine R | 7,65% |
Pluvalca Rentoblig | 7,08% |
CANDRIAM Risk Arbitrage | 5,26% |
Trusteam Optimum A | 6,82% |
Dorval Global Conservative | 6,46% |
Federal Ethi-Patrimoine | 7,45% |
G FUND - ALPHA FIXED INCOME | 4,49% |
AIS Protect | 5,21% |
CANDRIAM Patrimoine Obli Inter | 5,19% |
Sanso Short Duration C | 4,56% |
NN Green Bond | 8,13% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,31% |
Clartan Patrimoine C | 5,41% |
HELIUM INVEST | 5,36% |
Dôm Reflex | 5,78% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,10% |
HELIUM FUND | 3,63% |
DNCA Invest Eurose A EUR | 4,45% |
Durandal | 3,16% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 74,10% |
Echiquier Artificial Intelligence B EUR | 47,79% |
Axiom European Banks Equity | 42,29% |
Invesco Global Consumer Trends | 36,35% |
abrdn Global Real Estate Active Thematics UCITS ETF | 23,06% |
CANDRIAM Absolute Return Equity Market Neutral | 4,91% |
BNP PARIBAS ENERGY TRANSITION | 5,36% |
DNB Fund Renewable Energy | 2,58% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,59% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,43% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
Pictet – Atlas – P EUR : 2 | 6,06% |
Montségur Croissance C | 7,98% |
Axiom Short Duration Bond Fund | 6,29% |
Haas Epargne Patrimoine C | 4,43% |
Stratégie Rendement | 6,99% |
Exane Pleiade Fund | 2,96% |
Sycomore Allocation Patrimoine R | 5,64% |
Pluvalca Rentoblig | 5,26% |
CANDRIAM Risk Arbitrage | 3,06% |
Trusteam Optimum A | 5,15% |
Dorval Global Conservative | 3,16% |
Federal Ethi-Patrimoine | 5,09% |
G FUND - ALPHA FIXED INCOME | 3,95% |
AIS Protect | 1,60% |
CANDRIAM Patrimoine Obli Inter | 4,59% |
Sanso Short Duration C | 3,50% |
NN Green Bond | 3,99% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,61% |
Clartan Patrimoine C | 4,55% |
HELIUM INVEST | 4,96% |
Dôm Reflex | 4,60% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,87% |
HELIUM FUND | 3,85% |
DNCA Invest Eurose A EUR | 5,16% |
Durandal | 1,57% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 38,23% |
Echiquier Artificial Intelligence B EUR | 37,46% |
Axiom European Banks Equity | 34,49% |
Invesco Global Consumer Trends | 20,87% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
BNP PARIBAS ENERGY TRANSITION | -22,75% |
DNB Fund Renewable Energy | -9,66% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,05% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,87% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
Pictet – Atlas – P EUR : 2 | 2,10% |
Montségur Croissance C | 1,74% |
Axiom Short Duration Bond Fund | 2,53% |
Haas Epargne Patrimoine C | 1,40% |
Stratégie Rendement | 2,69% |
Exane Pleiade Fund | 2,33% |
Sycomore Allocation Patrimoine R | 0,40% |
Pluvalca Rentoblig | 1,69% |
CANDRIAM Risk Arbitrage | 1,21% |
Trusteam Optimum A | 0,44% |
Dorval Global Conservative | 0,94% |
Federal Ethi-Patrimoine | 0,55% |
G FUND - ALPHA FIXED INCOME | 2,40% |
AIS Protect | -1,19% |
CANDRIAM Patrimoine Obli Inter | 1,67% |
Sanso Short Duration C | 1,49% |
NN Green Bond | -4,43% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
Clartan Patrimoine C | 1,94% |
HELIUM INVEST | 1,75% |
Dôm Reflex | 3,06% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,14% |
HELIUM FUND | 2,27% |
DNCA Invest Eurose A EUR | 2,95% |
Durandal | -0,05% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -7,83% |
Echiquier Artificial Intelligence B EUR | -4,63% |
Axiom European Banks Equity | 24,38% |
Invesco Global Consumer Trends | -4,62% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,15% |
BNP PARIBAS ENERGY TRANSITION | -28,33% |
DNB Fund Renewable Energy | -8,45% |