Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Pour Mark Heslop et Mark Nichols, de Jupiter, il est plus important de s'en tenir aux entreprises leaders de l'industrie capables de s'adapter au changement que de tenter de prédire les prochains virages de l'économie.
Retrouvez le Bilan de 2020 et les Perspectives de 2021 d'Edmond de Rothschild Asset Management, avec Marie Jacot-Cardoen, Global Head of Distribution.
Retrouvez notre podcast avec Jean-François Castellani, Directeur du développement chez Amplegest.
Présentation de fonds thématiques de ROBECO avec Karim CARMOUN, Président de ROBECO France.
Sélectionnée dans le cadre d’un appel d’offres lancé par la FFA et la CDC, au titre du programme d’investissement « Assureurs-Caisse des Dépôts Relance Durable France » Tocqueville Finance lance, le 15 décembre prochain, un fonds professionnel spécialisé (FPS) dédié au financement des entreprises du secteur de la santé en France.
A la tête de ce nouveau poste, Denis Lehman dirigera la stratégie de gestion valeurs mobilières de Swiss Life Asset Managers pour le compte des compagnies d’assurance du Groupe Swiss Life (PAM) et auprès de la clientèle externe (TPAM) en France.
| 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% |