La Financière de l'Echiquier - Qui a dit Sky is the limit ?
L’Edito du Mois par Olivier de Berranger, Directeur Général Délégué, Directeur de la Gestion d’Actifs, et Rolando Grandi, CFA, gérant.
L’Edito du Mois par Olivier de Berranger, Directeur Général Délégué, Directeur de la Gestion d’Actifs, et Rolando Grandi, CFA, gérant.
Focus sur Pierval Santé, avec Christophe Inizan, Directeur Commercial chez Le Groupe La Française.
Apax évolue et dévoile sa nouvelle identité de marque. « La refonte de notre plateforme et de notre identité visuelle incarnent notre nouvel état d’esprit, nos convictions et nos ambitions.»
Les politiques monétaires et budgétaires mises en œuvre pour relancer la croissance après la crise sanitaire créent un contexte inflationniste qui devrait connaître son pic au deuxième trimestre aux Etats-Unis, en fin d’année en zone d’euro.
Gaëlle et Vincent vous donnent le mode d’emploi pour dynamiser l’épargne salariale de vos clients.
Retrouvez Benjamin FLOTTES DE POUZOLS, Associé Fondateur, Wenimmo.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,37% |
Fonds | YTD |
---|---|
Montségur Croissance C | 5,99% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,36% |
Sycomore Allocation Patrimoine R | 1,67% |
DNCA Invest Eurose A EUR | 1,52% |
OMNIBOND | 1,35% |
Pictet – Atlas – P EUR : 2 | 1,27% |
Haas Epargne Patrimoine C | 1,23% |
Federal Ethi-Patrimoine | 1,22% |
HELIUM INVEST | 1,07% |
Dorval Global Conservative | 1,05% |
Exane Pleiade Fund | 0,96% |
Clartan Patrimoine C | 0,96% |
Trusteam Optimum A | 0,83% |
Durandal | 0,77% |
Axiom Short Duration Bond Fund | 0,69% |
HELIUM FUND | 0,62% |
CANDRIAM Risk Arbitrage | 0,41% |
G FUND - ALPHA FIXED INCOME | 0,40% |
Sanso Short Duration C | 0,38% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
AIS Protect | 0,24% |
Kirao Multicaps Alpha | 0,23% |
CANDRIAM Patrimoine Obli Inter | 0,19% |
Pluvalca Rentoblig | 0,15% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,11% |
NN Green Bond | 0,09% |
Stratégie Rendement | 0,00% |
Dôm Reflex | -0,23% |
Fonds | YTD |
---|---|
H2O Multibonds | 10,45% |
Axiom European Banks Equity | 10,44% |
MS INVF US Growth | 9,74% |
Invesco Global Consumer Trends | 6,36% |
Echiquier Artificial Intelligence B EUR | 5,81% |
CANDRIAM Absolute Return Equity Market Neutral | 1,05% |
BNP PARIBAS ENERGY TRANSITION | 1,05% |
MS INVF Asia Opportunity | -0,26% |
DNB Fund Renewable Energy | -1,41% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,37% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 6,14% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,38% |
Sycomore Allocation Patrimoine R | 1,93% |
DNCA Invest Eurose A EUR | 1,67% |
OMNIBOND | 1,41% |
Pictet – Atlas – P EUR : 2 | 1,27% |
Haas Epargne Patrimoine C | 1,36% |
Federal Ethi-Patrimoine | 1,40% |
HELIUM INVEST | 1,07% |
Dorval Global Conservative | 1,10% |
Exane Pleiade Fund | 0,93% |
Clartan Patrimoine C | 1,00% |
Trusteam Optimum A | 0,93% |
Durandal | 1,01% |
Axiom Short Duration Bond Fund | 0,72% |
HELIUM FUND | 0,67% |
CANDRIAM Risk Arbitrage | 0,46% |
G FUND - ALPHA FIXED INCOME | 0,42% |
Sanso Short Duration C | 0,39% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
AIS Protect | 0,25% |
Kirao Multicaps Alpha | 0,79% |
CANDRIAM Patrimoine Obli Inter | 0,20% |
Pluvalca Rentoblig | 0,15% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
NN Green Bond | 0,09% |
Stratégie Rendement | 0,00% |
Dôm Reflex | -0,22% |
Fonds | 1 mois |
---|---|
H2O Multibonds | 9,20% |
Axiom European Banks Equity | 10,97% |
MS INVF US Growth | 9,74% |
Invesco Global Consumer Trends | 6,36% |
Echiquier Artificial Intelligence B EUR | 5,29% |
CANDRIAM Absolute Return Equity Market Neutral | 1,32% |
BNP PARIBAS ENERGY TRANSITION | 0,60% |
MS INVF Asia Opportunity | -0,26% |
DNB Fund Renewable Energy | -1,41% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,56% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 9,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
Sycomore Allocation Patrimoine R | 6,29% |
DNCA Invest Eurose A EUR | 4,69% |
OMNIBOND | 11,12% |
Pictet – Atlas – P EUR : 2 | 8,62% |
Haas Epargne Patrimoine C | 6,75% |
Federal Ethi-Patrimoine | 5,95% |
HELIUM INVEST | 6,59% |
Dorval Global Conservative | 4,73% |
Exane Pleiade Fund | 6,31% |
Clartan Patrimoine C | 4,39% |
Trusteam Optimum A | 5,57% |
Durandal | 1,64% |
Axiom Short Duration Bond Fund | 6,72% |
HELIUM FUND | 4,35% |
CANDRIAM Risk Arbitrage | 5,30% |
G FUND - ALPHA FIXED INCOME | 4,12% |
Sanso Short Duration C | 4,21% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,87% |
AIS Protect | 3,63% |
Kirao Multicaps Alpha | 2,80% |
CANDRIAM Patrimoine Obli Inter | 4,37% |
Pluvalca Rentoblig | 4,70% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,95% |
NN Green Bond | 3,42% |
Stratégie Rendement | 5,46% |
Dôm Reflex | 3,14% |
Fonds | 1 an |
---|---|
H2O Multibonds | 4,46% |
Axiom European Banks Equity | 57,22% |
MS INVF US Growth | 71,47% |
Invesco Global Consumer Trends | 42,18% |
Echiquier Artificial Intelligence B EUR | 33,61% |
CANDRIAM Absolute Return Equity Market Neutral | 4,17% |
BNP PARIBAS ENERGY TRANSITION | 0,39% |
MS INVF Asia Opportunity | 37,71% |
DNB Fund Renewable Energy | -6,86% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,29% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 10,89% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,34% |
Sycomore Allocation Patrimoine R | 5,76% |
DNCA Invest Eurose A EUR | 5,09% |
OMNIBOND | 9,57% |
Pictet – Atlas – P EUR : 2 | 6,51% |
Haas Epargne Patrimoine C | 4,76% |
Federal Ethi-Patrimoine | 5,53% |
HELIUM INVEST | 4,56% |
Dorval Global Conservative | 3,10% |
Exane Pleiade Fund | 3,23% |
Clartan Patrimoine C | 4,33% |
Trusteam Optimum A | 5,10% |
Durandal | 2,60% |
Axiom Short Duration Bond Fund | 5,63% |
HELIUM FUND | 3,64% |
CANDRIAM Risk Arbitrage | 3,65% |
G FUND - ALPHA FIXED INCOME | 4,14% |
Sanso Short Duration C | 3,67% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,59% |
AIS Protect | 2,19% |
Kirao Multicaps Alpha | -0,19% |
CANDRIAM Patrimoine Obli Inter | 4,45% |
Pluvalca Rentoblig | 4,93% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
NN Green Bond | 4,19% |
Stratégie Rendement | 6,16% |
Dôm Reflex | 4,11% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 6,85% |
Axiom European Banks Equity | 32,74% |
MS INVF US Growth | 43,71% |
Invesco Global Consumer Trends | 22,86% |
Echiquier Artificial Intelligence B EUR | 41,77% |
CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
BNP PARIBAS ENERGY TRANSITION | -25,84% |
MS INVF Asia Opportunity | 4,11% |
DNB Fund Renewable Energy | -12,02% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,27% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 6,17% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,09% |
Sycomore Allocation Patrimoine R | 1,66% |
DNCA Invest Eurose A EUR | 3,01% |
OMNIBOND | 4,38% |
Pictet – Atlas – P EUR : 2 | 3,06% |
Haas Epargne Patrimoine C | 2,13% |
Federal Ethi-Patrimoine | 1,19% |
HELIUM INVEST | 2,16% |
Dorval Global Conservative | 1,54% |
Exane Pleiade Fund | 2,76% |
Clartan Patrimoine C | 2,02% |
Trusteam Optimum A | 1,08% |
Durandal | 0,10% |
Axiom Short Duration Bond Fund | 2,96% |
HELIUM FUND | 2,64% |
CANDRIAM Risk Arbitrage | 1,63% |
G FUND - ALPHA FIXED INCOME | 2,74% |
Sanso Short Duration C | 1,83% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,41% |
AIS Protect | -1,23% |
Kirao Multicaps Alpha | -3,93% |
CANDRIAM Patrimoine Obli Inter | 1,95% |
Pluvalca Rentoblig | 1,97% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,21% |
NN Green Bond | -3,82% |
Stratégie Rendement | 2,55% |
Dôm Reflex | 2,94% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 12,15% |
Axiom European Banks Equity | 24,16% |
MS INVF US Growth | 9,21% |
Invesco Global Consumer Trends | 5,55% |
Echiquier Artificial Intelligence B EUR | 8,95% |
CANDRIAM Absolute Return Equity Market Neutral | 0,86% |
BNP PARIBAS ENERGY TRANSITION | -19,15% |
MS INVF Asia Opportunity | -0,43% |
DNB Fund Renewable Energy | -6,72% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |