Patrimoine24
Toute l'info sur les acteurs du patrimoine 
ALDERAN annonce l’acquisition pour le compte de la SCPI ACTIVIMMO d’un bâtiment indépendant d’activité et d’entreposage, situé ZA Buisson du Couldre à Trappes, sur le territoire de Saint-Quentin en Yvelines, bénéficiant d’une excellente desserte notamment par la nationale 10 et l’autoroute A12.
Nous avons rencontré Emilie Desmomans, conseillère en gestion de patrimoine chez Rhône Capital.
Retrouvez notre podcast avec Sébastien Lemonnier, Gérant Actions européennes chez INOCAP Gestion.
Le Bilan de 2020 et les Perspectives de 2021 de CPR Asset Management, avec Vincent Roynel, Responsable commercial CGP.
De nouvelles opportunités d'investissement... avec Generali Investments.
Retrouvez notre podcast avec Mathieu Chauvin, Président d'Eres Group.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,25% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 6,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,60% |
| DNCA Invest Eurose A EUR | 1,14% |
| Pictet – Atlas – P EUR : 2 | 1,06% |
| OMNIBOND | 1,02% |
| Sycomore Allocation Patrimoine R | 0,91% |
| Dorval Global Conservative | 0,87% |
| HELIUM INVEST | 0,68% |
| Federal Ethi-Patrimoine | 0,63% |
| Clartan Patrimoine C | 0,56% |
| Axiom Short Duration Bond Fund | 0,54% |
| Haas Epargne Patrimoine C | 0,54% |
| CANDRIAM Risk Arbitrage | 0,48% |
| Trusteam Optimum A | 0,39% |
| Durandal | 0,36% |
| G FUND - ALPHA FIXED INCOME | 0,36% |
| HELIUM FUND | 0,35% |
| Exane Pleiade Fund | 0,34% |
| Sanso Short Duration C | 0,22% |
| AIS Protect | 0,20% |
| CANDRIAM Patrimoine Obli Inter | 0,11% |
| Pluvalca Rentoblig | -0,09% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,19% |
| Stratégie Rendement | -0,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,30% |
| Dôm Reflex | -0,38% |
| NN Green Bond | -0,71% |
| Kirao Multicaps Alpha | -0,86% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 8,58% |
| H2O Multibonds | 7,04% |
| MS INVF US Growth | 5,49% |
| Invesco Global Consumer Trends | 2,05% |
| Echiquier Artificial Intelligence B EUR | 2,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,19% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
| DNB Fund Renewable Energy | -2,76% |
| MS INVF Asia Opportunity | -3,47% |
| BNP PARIBAS ENERGY TRANSITION | -3,94% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,26% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 6,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,92% |
| DNCA Invest Eurose A EUR | 1,31% |
| Pictet – Atlas – P EUR : 2 | 0,97% |
| OMNIBOND | 1,23% |
| Sycomore Allocation Patrimoine R | 1,10% |
| Dorval Global Conservative | 0,74% |
| HELIUM INVEST | 0,74% |
| Federal Ethi-Patrimoine | 0,82% |
| Clartan Patrimoine C | 0,64% |
| Axiom Short Duration Bond Fund | 0,61% |
| Haas Epargne Patrimoine C | 0,64% |
| CANDRIAM Risk Arbitrage | 0,60% |
| Trusteam Optimum A | 0,49% |
| Durandal | 0,63% |
| G FUND - ALPHA FIXED INCOME | 0,39% |
| HELIUM FUND | 0,58% |
| Exane Pleiade Fund | 0,31% |
| Sanso Short Duration C | 0,28% |
| AIS Protect | 0,22% |
| CANDRIAM Patrimoine Obli Inter | 0,14% |
| Pluvalca Rentoblig | 0,01% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,06% |
| Stratégie Rendement | -0,18% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,19% |
| Dôm Reflex | -0,28% |
| NN Green Bond | -0,55% |
| Kirao Multicaps Alpha | -0,72% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,34% |
| H2O Multibonds | 5,70% |
| MS INVF US Growth | 3,48% |
| Invesco Global Consumer Trends | 0,83% |
| Echiquier Artificial Intelligence B EUR | 0,55% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
| DNB Fund Renewable Energy | -3,20% |
| MS INVF Asia Opportunity | -4,10% |
| BNP PARIBAS ENERGY TRANSITION | -5,11% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,48% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,41% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,42% |
| DNCA Invest Eurose A EUR | 4,26% |
| Pictet – Atlas – P EUR : 2 | 8,75% |
| OMNIBOND | 10,86% |
| Sycomore Allocation Patrimoine R | 5,79% |
| Dorval Global Conservative | 4,76% |
| HELIUM INVEST | 6,24% |
| Federal Ethi-Patrimoine | 5,52% |
| Clartan Patrimoine C | 4,09% |
| Axiom Short Duration Bond Fund | 6,62% |
| Haas Epargne Patrimoine C | 6,03% |
| CANDRIAM Risk Arbitrage | 5,30% |
| Trusteam Optimum A | 5,13% |
| Durandal | 1,83% |
| G FUND - ALPHA FIXED INCOME | 4,16% |
| HELIUM FUND | 4,00% |
| Exane Pleiade Fund | 5,63% |
| Sanso Short Duration C | 4,04% |
| AIS Protect | 3,85% |
| CANDRIAM Patrimoine Obli Inter | 4,34% |
| Pluvalca Rentoblig | 4,58% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,87% |
| Stratégie Rendement | 5,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,89% |
| Dôm Reflex | 3,15% |
| NN Green Bond | 3,55% |
| Kirao Multicaps Alpha | 1,32% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 56,10% |
| H2O Multibonds | -1,26% |
| MS INVF US Growth | 64,69% |
| Invesco Global Consumer Trends | 36,85% |
| Echiquier Artificial Intelligence B EUR | 30,68% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,22% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
| DNB Fund Renewable Energy | -8,51% |
| MS INVF Asia Opportunity | 29,79% |
| BNP PARIBAS ENERGY TRANSITION | -4,36% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,22% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 11,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,75% |
| DNCA Invest Eurose A EUR | 4,85% |
| Pictet – Atlas – P EUR : 2 | 6,27% |
| OMNIBOND | 9,51% |
| Sycomore Allocation Patrimoine R | 5,25% |
| Dorval Global Conservative | 2,92% |
| HELIUM INVEST | 4,36% |
| Federal Ethi-Patrimoine | 5,08% |
| Clartan Patrimoine C | 4,06% |
| Axiom Short Duration Bond Fund | 5,54% |
| Haas Epargne Patrimoine C | 4,31% |
| CANDRIAM Risk Arbitrage | 3,67% |
| Trusteam Optimum A | 4,81% |
| Durandal | 2,34% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| HELIUM FUND | 3,50% |
| Exane Pleiade Fund | 2,86% |
| Sanso Short Duration C | 3,59% |
| AIS Protect | 2,20% |
| CANDRIAM Patrimoine Obli Inter | 4,35% |
| Pluvalca Rentoblig | 4,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| Stratégie Rendement | 5,93% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
| Dôm Reflex | 3,94% |
| NN Green Bond | 3,62% |
| Kirao Multicaps Alpha | -0,73% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 31,68% |
| H2O Multibonds | 6,44% |
| MS INVF US Growth | 40,28% |
| Invesco Global Consumer Trends | 19,78% |
| Echiquier Artificial Intelligence B EUR | 37,15% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,48% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -12,80% |
| MS INVF Asia Opportunity | 1,12% |
| BNP PARIBAS ENERGY TRANSITION | -28,23% |
| 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 | -1,19% |
| DNCA Invest Eurose A EUR | 2,78% |
| Pictet – Atlas – P EUR : 2 | 3,02% |
| OMNIBOND | 4,23% |
| Sycomore Allocation Patrimoine R | 1,29% |
| Dorval Global Conservative | 1,52% |
| HELIUM INVEST | 1,86% |
| Federal Ethi-Patrimoine | 0,91% |
| Clartan Patrimoine C | 1,84% |
| Axiom Short Duration Bond Fund | 2,91% |
| Haas Epargne Patrimoine C | 1,81% |
| CANDRIAM Risk Arbitrage | 1,68% |
| Trusteam Optimum A | 0,88% |
| Durandal | 0,06% |
| G FUND - ALPHA FIXED INCOME | 2,74% |
| HELIUM FUND | 2,56% |
| Exane Pleiade Fund | 2,47% |
| Sanso Short Duration C | 1,75% |
| AIS Protect | -1,07% |
| CANDRIAM Patrimoine Obli Inter | 1,87% |
| Pluvalca Rentoblig | 1,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,06% |
| Stratégie Rendement | 2,41% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,79% |
| Dôm Reflex | 2,83% |
| NN Green Bond | -4,23% |
| Kirao Multicaps Alpha | -4,37% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,81% |
| H2O Multibonds | 10,86% |
| MS INVF US Growth | 11,61% |
| Invesco Global Consumer Trends | 4,83% |
| Echiquier Artificial Intelligence B EUR | 9,26% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -6,03% |
| MS INVF Asia Opportunity | -0,31% |
| BNP PARIBAS ENERGY TRANSITION | -20,50% |
