Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La série de mesures de relance commence à contrer la pression déflationniste.
L'indice PMI, les échanges commerciaux, l'inflation, le crédit et les ventes au détail se sont tous stabilisés.
La domination des VE et la percée des puces symbolisent la croissance économique sous-jacente.
Retrouvez notre rencontre avec Christophe INIZAN, Directeur commercial chez La Française.
L’Autorité des marchés financiers (AMF) publie un guide destiné aux professionnels sur les termes à employer pour faciliter la compréhension et la comparaison des frais par leurs clients. L’AMF enrichit son site internet d’une nouvelle rubrique consacrée aux frais, offrant contenus pédagogiques et outils pour aider les épargnants à mieux appréhender les coûts pouvant leur être facturés
Retrouvez Cyrille Geneslay, Gérant allocataire chez CPRAM, pour un point marchés et sur la gamme Croissance.
Retrouvez notre interview avec Jean-Michel GOMES, Responsable d'animation commerciale Canaux externes et Ludmila SURUN, Fund Manager de la SC Pierre Impact chez BNP Paribas REIM France.
Retrouvez notre interview avec Bruno DELL’OSTE, Président associé d'InComon et Président associé de MustCompliance.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,23% |
| BNP PARIBAS Diversipierre | -5,41% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,24% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
| Pictet – Atlas – P EUR : 2 | 8,13% |
| Montségur Croissance C | 7,86% |
| Axiom Short Duration Bond Fund | 6,67% |
| Haas Epargne Patrimoine C | 5,84% |
| Stratégie Rendement | 5,52% |
| Exane Pleiade Fund | 5,47% |
| Sycomore Allocation Patrimoine R | 4,84% |
| Pluvalca Rentoblig | 4,73% |
| CANDRIAM Risk Arbitrage | 4,58% |
| Trusteam Optimum A | 4,57% |
| Federal Ethi-Patrimoine | 4,45% |
| Dorval Global Conservative | 4,43% |
| AIS Protect | 4,14% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| CANDRIAM Patrimoine Obli Inter | 3,96% |
| Sanso Short Duration C | 3,91% |
| NN Green Bond | 3,75% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,54% |
| Clartan Patrimoine C | 3,52% |
| Dôm Reflex | 3,32% |
| HELIUM INVEST | 3,28% |
| HELIUM FUND | 2,72% |
| DNCA Invest Eurose A EUR | 2,55% |
| Durandal | 2,16% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 51,50% |
| Axiom European Banks Equity | 37,36% |
| Echiquier Artificial Intelligence B EUR | 36,25% |
| Invesco Global Consumer Trends | 29,83% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,61% |
| 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 | 0,29% |
| BNP PARIBAS Diversipierre | 0,17% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,34% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
| Pictet – Atlas – P EUR : 2 | 1,33% |
| Montségur Croissance C | -1,61% |
| Axiom Short Duration Bond Fund | 0,34% |
| Haas Epargne Patrimoine C | 0,48% |
| Stratégie Rendement | 0,97% |
| Exane Pleiade Fund | 1,17% |
| Sycomore Allocation Patrimoine R | 0,24% |
| Pluvalca Rentoblig | 0,65% |
| CANDRIAM Risk Arbitrage | 0,46% |
| Trusteam Optimum A | 0,22% |
| Federal Ethi-Patrimoine | 0,48% |
| Dorval Global Conservative | 0,59% |
| AIS Protect | 0,28% |
| G FUND - ALPHA FIXED INCOME | 0,15% |
| CANDRIAM Patrimoine Obli Inter | 0,35% |
| Sanso Short Duration C | 0,24% |
| NN Green Bond | 1,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,87% |
| Clartan Patrimoine C | -0,12% |
| Dôm Reflex | 0,54% |
| HELIUM INVEST | 0,80% |
| HELIUM FUND | 0,31% |
| DNCA Invest Eurose A EUR | -0,73% |
| Durandal | -0,83% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 24,68% |
| Axiom European Banks Equity | -1,31% |
| Echiquier Artificial Intelligence B EUR | 9,93% |
| Invesco Global Consumer Trends | 11,20% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,83% |
| 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 | 5,32% |
| BNP PARIBAS Diversipierre | -9,77% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,13% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
| Pictet – Atlas – P EUR : 2 | 8,83% |
| Montségur Croissance C | 10,48% |
| Axiom Short Duration Bond Fund | 8,61% |
| Haas Epargne Patrimoine C | 8,22% |
| Stratégie Rendement | 8,54% |
| Exane Pleiade Fund | 6,18% |
| Sycomore Allocation Patrimoine R | 7,79% |
| Pluvalca Rentoblig | 7,09% |
| CANDRIAM Risk Arbitrage | 5,30% |
| Trusteam Optimum A | 6,86% |
| Federal Ethi-Patrimoine | 7,47% |
| Dorval Global Conservative | 6,48% |
| AIS Protect | 5,26% |
| G FUND - ALPHA FIXED INCOME | 4,51% |
| CANDRIAM Patrimoine Obli Inter | 5,17% |
| Sanso Short Duration C | 4,59% |
| NN Green Bond | 8,13% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,31% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,47% |
| Clartan Patrimoine C | 5,37% |
| Dôm Reflex | 5,71% |
| HELIUM INVEST | 5,42% |
| HELIUM FUND | 3,65% |
| DNCA Invest Eurose A EUR | 4,45% |
| Durandal | 3,06% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 68,84% |
| Axiom European Banks Equity | 43,33% |
| Echiquier Artificial Intelligence B EUR | 46,48% |
| Invesco Global Consumer Trends | 36,16% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 17,79% |
| 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 | 4,63% |
| BNP PARIBAS Diversipierre | -10,42% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,49% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
| Pictet – Atlas – P EUR : 2 | 6,09% |
| Montségur Croissance C | 8,25% |
| Axiom Short Duration Bond Fund | 6,35% |
| Haas Epargne Patrimoine C | 4,59% |
| Stratégie Rendement | 7,09% |
| Exane Pleiade Fund | 3,02% |
| Sycomore Allocation Patrimoine R | 5,85% |
| Pluvalca Rentoblig | 5,39% |
| CANDRIAM Risk Arbitrage | 3,12% |
| Trusteam Optimum A | 5,24% |
| Federal Ethi-Patrimoine | 5,24% |
| Dorval Global Conservative | 3,32% |
| AIS Protect | 1,64% |
| G FUND - ALPHA FIXED INCOME | 3,94% |
| CANDRIAM Patrimoine Obli Inter | 4,56% |
| Sanso Short Duration C | 3,53% |
| NN Green Bond | 3,99% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,61% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,09% |
| Clartan Patrimoine C | 4,67% |
| Dôm Reflex | 4,66% |
| HELIUM INVEST | 4,97% |
| HELIUM FUND | 3,85% |
| DNCA Invest Eurose A EUR | 5,40% |
| Durandal | 1,59% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 39,34% |
| Axiom European Banks Equity | 36,26% |
| Echiquier Artificial Intelligence B EUR | 37,86% |
| Invesco Global Consumer Trends | 21,06% |
| 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 | 2,06% |
| BNP PARIBAS Diversipierre | -7,75% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,94% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
| Pictet – Atlas – P EUR : 2 | 2,11% |
| Montségur Croissance C | 1,88% |
| Axiom Short Duration Bond Fund | 2,55% |
| Haas Epargne Patrimoine C | 1,48% |
| Stratégie Rendement | 2,74% |
| Exane Pleiade Fund | 2,41% |
| Sycomore Allocation Patrimoine R | 0,45% |
| Pluvalca Rentoblig | 1,75% |
| CANDRIAM Risk Arbitrage | 1,24% |
| Trusteam Optimum A | 0,48% |
| Federal Ethi-Patrimoine | 0,61% |
| Dorval Global Conservative | 0,97% |
| AIS Protect | -1,18% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| CANDRIAM Patrimoine Obli Inter | 1,67% |
| Sanso Short Duration C | 1,50% |
| NN Green Bond | -4,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,28% |
| Clartan Patrimoine C | 1,96% |
| Dôm Reflex | 3,10% |
| HELIUM INVEST | 1,76% |
| HELIUM FUND | 2,27% |
| DNCA Invest Eurose A EUR | 3,00% |
| Durandal | -0,02% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -7,42% |
| Axiom European Banks Equity | 24,79% |
| Echiquier Artificial Intelligence B EUR | -4,61% |
| Invesco Global Consumer Trends | -4,85% |
| 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% |
