Patrimoine24
Toute l'info sur les acteurs du patrimoine 
En 2019, les fonds levés par les introductions en Bourse en Europe, ainsi que le nombre de transactions, ont significativement baissé. C’est ce que révèle le dernier rapport « IPO Watch Europe » du cabinet de conseil et d’audit PwC.
Comme l’explique Gwenael Moy, patron de Blablacar, au cours de la Thematic Investment Day organisé par CPR AM : « Le levier se trouve du côté des phénomènes qui structurent nos sociétés en profondeur débouchant sur des ruptures ».
Les perspectives des Marchés de Fundesys et recommandations générales.
Keys REIM, société française de gestion de portefeuille, annonce l’acquisition auprès d’Urban Renaissance de l’ensemble de 20 commerces de pied d’immeuble « Les Allées de Montaury », pour le compte de l’un de ses fonds.
Gilles Guibout, responsable des actions européennes chez AXA IM, commente l’évolution des marchés actions en zone euro en décembre et les perspectives pour les semaines à venir.
Paris, le 8 janvier 2020 – Amiral Gestion, société de gestion indépendante avec 3,9 milliards d'euros d'encours sous gestion, annonce aujourd'hui la nomination de Sébastien Ribeiro en tant que gérant spécialisé sur les petites capitalisations françaises.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,19% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,32% |
| DNCA Invest Eurose A EUR | 1,04% |
| Haas Epargne Patrimoine C | 1,03% |
| Sycomore Allocation Patrimoine R | 1,00% |
| OMNIBOND | 0,92% |
| Pictet – Atlas – P EUR : 2 | 0,91% |
| Federal Ethi-Patrimoine | 0,77% |
| Exane Pleiade Fund | 0,71% |
| Durandal | 0,70% |
| HELIUM INVEST | 0,70% |
| Dorval Global Conservative | 0,66% |
| Clartan Patrimoine C | 0,49% |
| CANDRIAM Risk Arbitrage | 0,48% |
| Axiom Short Duration Bond Fund | 0,43% |
| HELIUM FUND | 0,32% |
| G FUND - ALPHA FIXED INCOME | 0,29% |
| Trusteam Optimum A | 0,26% |
| Sanso Short Duration C | 0,18% |
| AIS Protect | 0,15% |
| CANDRIAM Patrimoine Obli Inter | 0,09% |
| Pluvalca Rentoblig | -0,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,19% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,22% |
| Stratégie Rendement | -0,24% |
| Dôm Reflex | -0,32% |
| NN Green Bond | -0,50% |
| Kirao Multicaps Alpha | -0,63% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 7,17% |
| H2O Multibonds | 5,67% |
| Invesco Global Consumer Trends | 5,16% |
| MS INVF US Growth | 5,05% |
| Echiquier Artificial Intelligence B EUR | 4,25% |
| BNP PARIBAS ENERGY TRANSITION | 3,32% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,02% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,36% |
| DNB Fund Renewable Energy | -2,06% |
| MS INVF Asia Opportunity | -4,09% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,24% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 5,26% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,11% |
| DNCA Invest Eurose A EUR | 1,38% |
| Haas Epargne Patrimoine C | 1,20% |
| Sycomore Allocation Patrimoine R | 1,10% |
| OMNIBOND | 1,04% |
| Pictet – Atlas – P EUR : 2 | 0,94% |
| Federal Ethi-Patrimoine | 0,78% |
| Exane Pleiade Fund | 0,75% |
| Durandal | 1,24% |
| HELIUM INVEST | 0,93% |
| Dorval Global Conservative | 0,81% |
| Clartan Patrimoine C | 0,61% |
| CANDRIAM Risk Arbitrage | 0,78% |
| Axiom Short Duration Bond Fund | 0,52% |
| HELIUM FUND | 0,78% |
| G FUND - ALPHA FIXED INCOME | 0,32% |
| Trusteam Optimum A | 0,15% |
| Sanso Short Duration C | 0,29% |
| AIS Protect | 0,22% |
| CANDRIAM Patrimoine Obli Inter | 0,19% |
| Pluvalca Rentoblig | -0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,29% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,44% |
| Stratégie Rendement | -0,31% |
| Dôm Reflex | -0,50% |
| NN Green Bond | -0,90% |
| Kirao Multicaps Alpha | 0,21% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,51% |
| H2O Multibonds | 1,80% |
| Invesco Global Consumer Trends | 8,01% |
| MS INVF US Growth | 4,58% |
| Echiquier Artificial Intelligence B EUR | 2,54% |
| BNP PARIBAS ENERGY TRANSITION | 2,91% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,91% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,70% |
| DNB Fund Renewable Energy | -1,47% |
| MS INVF Asia Opportunity | -5,58% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,66% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,99% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
| DNCA Invest Eurose A EUR | 4,57% |
| Haas Epargne Patrimoine C | 7,53% |
| Sycomore Allocation Patrimoine R | 6,76% |
| OMNIBOND | 11,59% |
| Pictet – Atlas – P EUR : 2 | 8,67% |
| Federal Ethi-Patrimoine | 6,63% |
| Exane Pleiade Fund | 6,84% |
| Durandal | 2,45% |
| HELIUM INVEST | 7,30% |
| Dorval Global Conservative | 5,00% |
| Clartan Patrimoine C | 4,41% |
| CANDRIAM Risk Arbitrage | 5,52% |
| Axiom Short Duration Bond Fund | 6,93% |
| HELIUM FUND | 4,44% |
| G FUND - ALPHA FIXED INCOME | 4,31% |
| Trusteam Optimum A | 5,62% |
| Sanso Short Duration C | 4,10% |
| AIS Protect | 4,19% |
| CANDRIAM Patrimoine Obli Inter | 4,40% |
| Pluvalca Rentoblig | 4,98% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,36% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,28% |
| Stratégie Rendement | 5,86% |
| Dôm Reflex | 3,59% |
| NN Green Bond | 3,86% |
| Kirao Multicaps Alpha | 3,19% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 59,12% |
| H2O Multibonds | -2,66% |
| Invesco Global Consumer Trends | 41,03% |
| MS INVF US Growth | 59,77% |
| Echiquier Artificial Intelligence B EUR | 35,37% |
| BNP PARIBAS ENERGY TRANSITION | 3,37% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,91% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,86% |
| DNB Fund Renewable Energy | -6,25% |
| MS INVF Asia Opportunity | 31,70% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,31% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,65% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,74% |
| DNCA Invest Eurose A EUR | 5,17% |
| Haas Epargne Patrimoine C | 4,75% |
| Sycomore Allocation Patrimoine R | 5,69% |
| OMNIBOND | 9,86% |
| Pictet – Atlas – P EUR : 2 | 6,15% |
| Federal Ethi-Patrimoine | 5,36% |
| Exane Pleiade Fund | 3,17% |
| Durandal | 2,65% |
| HELIUM INVEST | 4,45% |
| Dorval Global Conservative | 3,05% |
| Clartan Patrimoine C | 4,27% |
| CANDRIAM Risk Arbitrage | 3,65% |
| Axiom Short Duration Bond Fund | 5,78% |
| HELIUM FUND | 3,52% |
| G FUND - ALPHA FIXED INCOME | 4,14% |
| Trusteam Optimum A | 4,88% |
| Sanso Short Duration C | 3,62% |
| AIS Protect | 2,04% |
| CANDRIAM Patrimoine Obli Inter | 4,34% |
| Pluvalca Rentoblig | 4,84% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
| Stratégie Rendement | 6,09% |
| Dôm Reflex | 4,05% |
| NN Green Bond | 3,52% |
| Kirao Multicaps Alpha | -0,55% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 34,50% |
| H2O Multibonds | 5,67% |
| Invesco Global Consumer Trends | 25,45% |
| MS INVF US Growth | 45,95% |
| Echiquier Artificial Intelligence B EUR | 43,77% |
| BNP PARIBAS ENERGY TRANSITION | -24,39% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -11,73% |
| MS INVF Asia Opportunity | 1,09% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,15% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 4,16% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,89% |
| DNCA Invest Eurose A EUR | 2,76% |
| Haas Epargne Patrimoine C | 1,92% |
| Sycomore Allocation Patrimoine R | 1,00% |
| OMNIBOND | 4,17% |
| Pictet – Atlas – P EUR : 2 | 2,85% |
| Federal Ethi-Patrimoine | 0,89% |
| Exane Pleiade Fund | 2,69% |
| Durandal | 0,21% |
| HELIUM INVEST | 1,87% |
| Dorval Global Conservative | 1,26% |
| Clartan Patrimoine C | 1,71% |
| CANDRIAM Risk Arbitrage | 1,70% |
| Axiom Short Duration Bond Fund | 2,77% |
| HELIUM FUND | 2,51% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,71% |
| Sanso Short Duration C | 1,70% |
| AIS Protect | -1,40% |
| CANDRIAM Patrimoine Obli Inter | 1,74% |
| Pluvalca Rentoblig | 1,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,87% |
| Stratégie Rendement | 2,39% |
| Dôm Reflex | 2,81% |
| NN Green Bond | -4,31% |
| Kirao Multicaps Alpha | -5,24% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 23,56% |
| H2O Multibonds | 10,99% |
| Invesco Global Consumer Trends | 3,94% |
| MS INVF US Growth | 7,21% |
| Echiquier Artificial Intelligence B EUR | 8,76% |
| BNP PARIBAS ENERGY TRANSITION | -20,51% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -6,96% |
| MS INVF Asia Opportunity | -2,69% |
