Patrimoine24
Toute l'info sur les acteurs du patrimoine 
A la suite de nombreux signalements d’épargnants, l’Autorité des marchés financiers met en garde le public à l’encontre des propositions d’investissement dans les parkings, issues généralement de sites internet usurpant les noms d’acteurs financiers ou de groupes cotés en bourse du secteur de la construction.
Paris, le 16 juin 2020. Dans le cadre du renforcement de ses activités en France, le Groupe Mirabaud a nommé Stéphane Jaouen au poste de Directeur Général de la succursale française de sa Banque privée européenne.
AEW Ciloger annonce l’acquisition d’un portefeuille de 4 magasins Monoprix pour le compte de plusieurs de ses véhicules grand public : ATOUT PIERRE DIVERSIFICATION, FRUCTIPIERRE, ACTIPIERRE EUROPE et IMMO DIVERSIFICATION.
La courbe des rendements américains peut dicter ce qui se passe sur les marchés des titres à revenu fixe.
Après avoir parlé à plusieurs reprises de petites et moyennes valeurs au cours de nos précédents calls, nous avons décidé, cette semaine, de nous focaliser sur cette classe d’actifs. Notre gérant small cap, Raphaël Moreau, fait ainsi le point sur Sextant PME.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,19% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 4,59% |
| DNCA Invest Eurose A EUR | 1,02% |
| Exane Pleiade Fund | 0,91% |
| Haas Epargne Patrimoine C | 0,89% |
| OMNIBOND | 0,86% |
| Sycomore Allocation Patrimoine R | 0,83% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
| Durandal | 0,75% |
| Pictet – Atlas – P EUR : 2 | 0,72% |
| Federal Ethi-Patrimoine | 0,60% |
| HELIUM INVEST | 0,47% |
| Clartan Patrimoine C | 0,43% |
| Dorval Global Conservative | 0,36% |
| Axiom Short Duration Bond Fund | 0,34% |
| CANDRIAM Risk Arbitrage | 0,34% |
| G FUND - ALPHA FIXED INCOME | 0,27% |
| Trusteam Optimum A | 0,20% |
| HELIUM FUND | 0,18% |
| AIS Protect | 0,14% |
| CANDRIAM Patrimoine Obli Inter | 0,08% |
| Sanso Short Duration C | 0,05% |
| Pluvalca Rentoblig | -0,11% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
| Stratégie Rendement | -0,33% |
| Dôm Reflex | -0,36% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,42% |
| NN Green Bond | -0,53% |
| Kirao Multicaps Alpha | -1,10% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 6,74% |
| H2O Multibonds | 5,36% |
| MS INVF US Growth | 4,37% |
| BNP PARIBAS ENERGY TRANSITION | 3,82% |
| Invesco Global Consumer Trends | 3,70% |
| Echiquier Artificial Intelligence B EUR | 2,57% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,13% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| DNB Fund Renewable Energy | -1,07% |
| MS INVF Asia Opportunity | -3,55% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,23% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 4,43% |
| DNCA Invest Eurose A EUR | 1,36% |
| Exane Pleiade Fund | 0,95% |
| Haas Epargne Patrimoine C | 1,05% |
| OMNIBOND | 0,97% |
| Sycomore Allocation Patrimoine R | 0,93% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,57% |
| Durandal | 1,29% |
| Pictet – Atlas – P EUR : 2 | 0,45% |
| Federal Ethi-Patrimoine | 0,62% |
| HELIUM INVEST | 0,70% |
| Clartan Patrimoine C | 0,54% |
| Dorval Global Conservative | 0,51% |
| Axiom Short Duration Bond Fund | 0,44% |
| CANDRIAM Risk Arbitrage | 0,63% |
| G FUND - ALPHA FIXED INCOME | 0,30% |
| Trusteam Optimum A | 0,09% |
| HELIUM FUND | 0,64% |
| AIS Protect | 0,21% |
| CANDRIAM Patrimoine Obli Inter | 0,17% |
| Sanso Short Duration C | 0,16% |
| Pluvalca Rentoblig | -0,21% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,55% |
| Stratégie Rendement | -0,40% |
| Dôm Reflex | -0,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,51% |
| NN Green Bond | -0,94% |
| Kirao Multicaps Alpha | -0,27% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,07% |
| H2O Multibonds | 1,50% |
| MS INVF US Growth | 3,90% |
| BNP PARIBAS ENERGY TRANSITION | 3,41% |
| Invesco Global Consumer Trends | 6,51% |
| Echiquier Artificial Intelligence B EUR | 0,89% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 2,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| DNB Fund Renewable Energy | -0,47% |
| MS INVF Asia Opportunity | -5,06% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,65% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,10% |
| DNCA Invest Eurose A EUR | 4,55% |
| Exane Pleiade Fund | 7,05% |
| Haas Epargne Patrimoine C | 7,38% |
| OMNIBOND | 11,51% |
| Sycomore Allocation Patrimoine R | 6,59% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
| Durandal | 2,50% |
| Pictet – Atlas – P EUR : 2 | 9,03% |
| Federal Ethi-Patrimoine | 6,46% |
| HELIUM INVEST | 7,05% |
| Clartan Patrimoine C | 4,35% |
| Dorval Global Conservative | 4,69% |
| Axiom Short Duration Bond Fund | 6,84% |
| CANDRIAM Risk Arbitrage | 5,37% |
| G FUND - ALPHA FIXED INCOME | 4,29% |
| Trusteam Optimum A | 5,56% |
| HELIUM FUND | 4,29% |
| AIS Protect | 4,18% |
| CANDRIAM Patrimoine Obli Inter | 4,38% |
| Sanso Short Duration C | 4,02% |
| Pluvalca Rentoblig | 4,92% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,43% |
| Stratégie Rendement | 5,77% |
| Dôm Reflex | 3,55% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
| NN Green Bond | 4,16% |
| Kirao Multicaps Alpha | 2,70% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 58,48% |
| H2O Multibonds | -2,94% |
| MS INVF US Growth | 67,36% |
| BNP PARIBAS ENERGY TRANSITION | 6,10% |
| Invesco Global Consumer Trends | 40,07% |
| Echiquier Artificial Intelligence B EUR | 33,19% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 9,14% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,28% |
| DNB Fund Renewable Energy | -4,31% |
| MS INVF Asia Opportunity | 31,79% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,31% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,21% |
| DNCA Invest Eurose A EUR | 5,16% |
| Exane Pleiade Fund | 3,27% |
| Haas Epargne Patrimoine C | 4,67% |
| OMNIBOND | 9,83% |
| Sycomore Allocation Patrimoine R | 5,61% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,33% |
| Durandal | 2,68% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Federal Ethi-Patrimoine | 5,27% |
| HELIUM INVEST | 4,33% |
| Clartan Patrimoine C | 4,24% |
| Dorval Global Conservative | 2,90% |
| Axiom Short Duration Bond Fund | 5,73% |
| CANDRIAM Risk Arbitrage | 3,58% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| Trusteam Optimum A | 4,85% |
| HELIUM FUND | 3,44% |
| AIS Protect | 2,04% |
| CANDRIAM Patrimoine Obli Inter | 4,33% |
| Sanso Short Duration C | 3,57% |
| Pluvalca Rentoblig | 4,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,09% |
| Stratégie Rendement | 6,04% |
| Dôm Reflex | 4,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,70% |
| NN Green Bond | 3,51% |
| Kirao Multicaps Alpha | -0,79% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 34,23% |
| H2O Multibonds | 5,52% |
| MS INVF US Growth | 45,48% |
| BNP PARIBAS ENERGY TRANSITION | -24,20% |
| Invesco Global Consumer Trends | 24,58% |
| Echiquier Artificial Intelligence B EUR | 42,61% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,82% |
| DNB Fund Renewable Energy | -11,28% |
| MS INVF Asia Opportunity | 1,37% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,14% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 3,36% |
| DNCA Invest Eurose A EUR | 2,56% |
| Exane Pleiade Fund | 2,67% |
| Haas Epargne Patrimoine C | 1,72% |
| OMNIBOND | 4,13% |
| Sycomore Allocation Patrimoine R | 0,71% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,59% |
| Durandal | 0,21% |
| Pictet – Atlas – P EUR : 2 | 2,66% |
| Federal Ethi-Patrimoine | 0,77% |
| HELIUM INVEST | 1,76% |
| Clartan Patrimoine C | 1,51% |
| Dorval Global Conservative | 1,06% |
| Axiom Short Duration Bond Fund | 2,72% |
| CANDRIAM Risk Arbitrage | 1,63% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,65% |
| HELIUM FUND | 2,45% |
| AIS Protect | -1,57% |
| CANDRIAM Patrimoine Obli Inter | 1,68% |
| Sanso Short Duration C | 1,63% |
| Pluvalca Rentoblig | 1,83% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,86% |
| Stratégie Rendement | 2,32% |
| Dôm Reflex | 2,79% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,11% |
| NN Green Bond | -4,32% |
| Kirao Multicaps Alpha | -5,60% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,54% |
| H2O Multibonds | 10,49% |
| MS INVF US Growth | 6,98% |
| BNP PARIBAS ENERGY TRANSITION | -21,85% |
| Invesco Global Consumer Trends | 3,46% |
| Echiquier Artificial Intelligence B EUR | 6,32% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,93% |
| DNB Fund Renewable Energy | -6,65% |
| MS INVF Asia Opportunity | -2,51% |