Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Suravenir, filiale d’assurance-vie et de prévoyance du groupe Arkéa réaffirme ses convictions et sa stratégie innovante autour du mandat d’arbitrage proposé sur ses contrats d’assurance- Depuis 2 ans, la Gamme Conviction, gamme innovante de mandats d’arbitrage thématiques ne cesse de s’enrichir avec un objectif : permettre au client d’investir en donnant du sens à leur épargne.
Au programme cette semaine avec Nora et Jérôme : les risques associés au dispositif Dutreil en cas de donation en nue-propriété (Cass. com 9 DÉC. 2020, N° 19-14.016) et la manière dont le service étude de cas Fidroit peut vous aider à traiter ce type de dossier.
Retrouvez notre podcast avec Jean-Marie Mercadal, Directeur Général Délégué en charge des gestions, OFI AM.
PAREF Gestion annonce avoir finalisé l’acquisition, pour le compte de la SCPI Interpierre France, de l’actif immobilier « Longchamps » pour près de 22 MEUR.
Ne manquez pas le Point Macro janvier 2021 de Chahine Capital.
Retrouvez notre podcast avec Olivier CHAMARD, Directeur Relations Partenaires chez Sycomore AM.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,24% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 6,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,88% |
| Pictet – Atlas – P EUR : 2 | 1,32% |
| Sycomore Allocation Patrimoine R | 1,16% |
| DNCA Invest Eurose A EUR | 1,06% |
| Haas Epargne Patrimoine C | 0,87% |
| OMNIBOND | 0,86% |
| Dorval Global Conservative | 0,78% |
| Federal Ethi-Patrimoine | 0,75% |
| HELIUM INVEST | 0,67% |
| CANDRIAM Risk Arbitrage | 0,55% |
| Exane Pleiade Fund | 0,51% |
| Axiom Short Duration Bond Fund | 0,49% |
| Clartan Patrimoine C | 0,46% |
| HELIUM FUND | 0,37% |
| G FUND - ALPHA FIXED INCOME | 0,34% |
| Trusteam Optimum A | 0,32% |
| Durandal | 0,30% |
| Sanso Short Duration C | 0,22% |
| AIS Protect | 0,20% |
| CANDRIAM Patrimoine Obli Inter | 0,10% |
| Pluvalca Rentoblig | -0,18% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,30% |
| Stratégie Rendement | -0,33% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,33% |
| Dôm Reflex | -0,48% |
| NN Green Bond | -0,64% |
| Kirao Multicaps Alpha | -0,92% |
| Fonds | YTD |
|---|---|
| H2O Multibonds | 10,05% |
| Axiom European Banks Equity | 8,34% |
| Echiquier Artificial Intelligence B EUR | 5,50% |
| BNP PARIBAS ENERGY TRANSITION | 5,28% |
| MS INVF US Growth | 3,38% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,85% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,82% |
| Invesco Global Consumer Trends | -0,67% |
| DNB Fund Renewable Energy | -2,62% |
| MS INVF Asia Opportunity | -4,40% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,30% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 6,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,34% |
| Pictet – Atlas – P EUR : 2 | 1,22% |
| Sycomore Allocation Patrimoine R | 1,12% |
| DNCA Invest Eurose A EUR | 1,38% |
| Haas Epargne Patrimoine C | 0,89% |
| OMNIBOND | 0,95% |
| Dorval Global Conservative | 0,74% |
| Federal Ethi-Patrimoine | 0,85% |
| HELIUM INVEST | 0,84% |
| CANDRIAM Risk Arbitrage | 0,70% |
| Exane Pleiade Fund | 0,52% |
| Axiom Short Duration Bond Fund | 0,60% |
| Clartan Patrimoine C | 0,58% |
| HELIUM FUND | 0,70% |
| G FUND - ALPHA FIXED INCOME | 0,37% |
| Trusteam Optimum A | 0,47% |
| Durandal | 0,70% |
| Sanso Short Duration C | 0,28% |
| AIS Protect | 0,23% |
| CANDRIAM Patrimoine Obli Inter | 0,13% |
| Pluvalca Rentoblig | -0,21% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,19% |
| Stratégie Rendement | -0,34% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,33% |
| Dôm Reflex | -0,52% |
| NN Green Bond | -0,49% |
| Kirao Multicaps Alpha | -0,36% |
| Fonds | 1 mois |
|---|---|
| H2O Multibonds | 7,58% |
| Axiom European Banks Equity | 10,54% |
| Echiquier Artificial Intelligence B EUR | 2,08% |
| BNP PARIBAS ENERGY TRANSITION | 3,23% |
| MS INVF US Growth | 1,41% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,53% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,53% |
| Invesco Global Consumer Trends | -1,86% |
| DNB Fund Renewable Energy | -3,06% |
| MS INVF Asia Opportunity | -5,02% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,59% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,41% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,27% |
| Pictet – Atlas – P EUR : 2 | 9,36% |
| Sycomore Allocation Patrimoine R | 6,45% |
| DNCA Invest Eurose A EUR | 4,31% |
| Haas Epargne Patrimoine C | 6,89% |
| OMNIBOND | 11,03% |
| Dorval Global Conservative | 4,91% |
| Federal Ethi-Patrimoine | 6,10% |
| HELIUM INVEST | 6,59% |
| CANDRIAM Risk Arbitrage | 5,51% |
| Exane Pleiade Fund | 5,92% |
| Axiom Short Duration Bond Fund | 6,80% |
| Clartan Patrimoine C | 4,25% |
| HELIUM FUND | 4,16% |
| G FUND - ALPHA FIXED INCOME | 4,25% |
| Trusteam Optimum A | 5,30% |
| Durandal | 1,52% |
| Sanso Short Duration C | 4,12% |
| AIS Protect | 4,10% |
| CANDRIAM Patrimoine Obli Inter | 4,36% |
| Pluvalca Rentoblig | 4,65% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,89% |
| Stratégie Rendement | 5,60% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,07% |
| Dôm Reflex | 3,31% |
| NN Green Bond | 3,62% |
| Kirao Multicaps Alpha | 1,77% |
| Fonds | 1 an |
|---|---|
| H2O Multibonds | 1,46% |
| Axiom European Banks Equity | 56,13% |
| Echiquier Artificial Intelligence B EUR | 34,91% |
| BNP PARIBAS ENERGY TRANSITION | 3,26% |
| MS INVF US Growth | 61,39% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,61% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,73% |
| Invesco Global Consumer Trends | 33,21% |
| DNB Fund Renewable Energy | -8,38% |
| MS INVF Asia Opportunity | 28,53% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,28% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 11,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,90% |
| Pictet – Atlas – P EUR : 2 | 6,43% |
| Sycomore Allocation Patrimoine R | 5,62% |
| DNCA Invest Eurose A EUR | 5,08% |
| Haas Epargne Patrimoine C | 4,56% |
| OMNIBOND | 9,71% |
| Dorval Global Conservative | 2,96% |
| Federal Ethi-Patrimoine | 5,27% |
| HELIUM INVEST | 4,43% |
| CANDRIAM Risk Arbitrage | 3,70% |
| Exane Pleiade Fund | 3,01% |
| Axiom Short Duration Bond Fund | 5,73% |
| Clartan Patrimoine C | 4,08% |
| HELIUM FUND | 3,51% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| Trusteam Optimum A | 4,84% |
| Durandal | 2,48% |
| Sanso Short Duration C | 3,63% |
| AIS Protect | 2,07% |
| CANDRIAM Patrimoine Obli Inter | 4,40% |
| Pluvalca Rentoblig | 4,73% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
| Stratégie Rendement | 6,01% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,70% |
| Dôm Reflex | 3,88% |
| NN Green Bond | 3,65% |
| Kirao Multicaps Alpha | -0,90% |
| Fonds | 2 ans |
|---|---|
| H2O Multibonds | 7,05% |
| Axiom European Banks Equity | 33,95% |
| Echiquier Artificial Intelligence B EUR | 43,00% |
| BNP PARIBAS ENERGY TRANSITION | -25,02% |
| MS INVF US Growth | 38,87% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Invesco Global Consumer Trends | 18,18% |
| DNB Fund Renewable Energy | -12,74% |
| MS INVF Asia Opportunity | 0,63% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,20% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 6,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,58% |
| Pictet – Atlas – P EUR : 2 | 3,14% |
| Sycomore Allocation Patrimoine R | 1,49% |
| DNCA Invest Eurose A EUR | 3,15% |
| Haas Epargne Patrimoine C | 2,19% |
| OMNIBOND | 4,22% |
| Dorval Global Conservative | 1,38% |
| Federal Ethi-Patrimoine | 1,07% |
| HELIUM INVEST | 1,86% |
| CANDRIAM Risk Arbitrage | 1,73% |
| Exane Pleiade Fund | 2,88% |
| Axiom Short Duration Bond Fund | 2,86% |
| Clartan Patrimoine C | 2,08% |
| HELIUM FUND | 2,57% |
| G FUND - ALPHA FIXED INCOME | 2,73% |
| Trusteam Optimum A | 0,86% |
| Durandal | 0,17% |
| Sanso Short Duration C | 1,73% |
| AIS Protect | -1,12% |
| CANDRIAM Patrimoine Obli Inter | 1,83% |
| Pluvalca Rentoblig | 1,82% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,79% |
| Stratégie Rendement | 2,41% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,03% |
| Dôm Reflex | 2,90% |
| NN Green Bond | -4,26% |
| Kirao Multicaps Alpha | -4,63% |
| Fonds | 3 ans |
|---|---|
| H2O Multibonds | 13,13% |
| Axiom European Banks Equity | 26,00% |
| Echiquier Artificial Intelligence B EUR | 8,35% |
| BNP PARIBAS ENERGY TRANSITION | -20,01% |
| MS INVF US Growth | 8,45% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,08% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Invesco Global Consumer Trends | 3,20% |
| DNB Fund Renewable Energy | -6,16% |
| MS INVF Asia Opportunity | -1,60% |
