Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Après une année 2023 marquée par un ralentissement mondial et la poursuite des désynchronisations régionales, quelles perspectives pour 2024 ? Kevin Thozet, Portfolio Advisor, s'entretient avec le Chef Économiste Raphaël Gallardo sur son scénario global pour 2024.
Benoist Lombard en parlait en 2020, l’Assemblée nationale l’a voté le 18 janvier 2024 !
A peine plus d’un an après sa création par Aéma Groupe, Ofi Invest a mené à bien de nombreux chantiers lui permettant de créer l’unité d’un groupe qui a véritablement changé de dimension et qui affiche 203,6 milliards sous gestion[1] début 2024.
Retrouvez notre podcast avec Alexis Merville, Directeur Général de Fideas Capital. Découvrez la société de gestion avec un point rétrospectif sur l'année 2023 et une présentation des perspectives pour 2024.
Retrouvez le webcast avec les analystes - gérants Alexandre Narboni et Frédéric Yoboué. Les spécialistes font le point sur la gestion de Comgest Monde.
| 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% |
