Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Lazard Crédit Fi est un fonds obligataire qui investit sur les dettes subordonnées financières (banques et assurances). Le fonds a été créé en 2008. Il a donc traversé de nombreuses crises (Lehman en 2008, dettes souveraines en 2011, crise commerciale US/Chine en 2018) avant d’entrer dans celle du Covid.
Selon Columbia Threadneedle Investments, les actions des sociétés pharmaceutiques européennes devraient rester relativement solides, même face à la crise du Coronavirus. « Si de nombreuses entreprises mises à mal par la crise du coronavirus luttent pour leur survie, les sociétés pharmaceutiques européennes – en particulier les grands acteurs comme AstraZeneca, GlaxoSmithKline, Novartis, Novo Nordisk, Sanofi et Roche – semblent quant à elles bien à l'abri », écrit Isabel Buccellati, analyste actions senior chez Columbia Threadneedle, dans un commentaire récent.
Nous avons rencontré David Tissandier, Responsable de la Multigestion chez DNCA Finance.
Ariel Bezalel et Harry Richards répondent à cinq questions sur les marchés obligataires mondiaux et la stratégie des obligations flexibles de Jupiter.
Cyrille GENESLAY, Gérant Gestion Diversifiée à CPR AM, fait un point sur l'actualité des marchés.
Nous avons rencontré Séverine FLOTTES de POUZOLS, Fondatrice de La Financière de l'Aubrac.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,17% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,00% |
| Haas Epargne Patrimoine C | 0,98% |
| DNCA Invest Eurose A EUR | 0,84% |
| Sycomore Allocation Patrimoine R | 0,82% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
| OMNIBOND | 0,79% |
| Exane Pleiade Fund | 0,78% |
| Pictet – Atlas – P EUR : 2 | 0,72% |
| Durandal | 0,66% |
| Federal Ethi-Patrimoine | 0,57% |
| Dorval Global Conservative | 0,48% |
| HELIUM INVEST | 0,38% |
| Clartan Patrimoine C | 0,38% |
| CANDRIAM Risk Arbitrage | 0,36% |
| Axiom Short Duration Bond Fund | 0,34% |
| G FUND - ALPHA FIXED INCOME | 0,25% |
| Trusteam Optimum A | 0,19% |
| HELIUM FUND | 0,16% |
| AIS Protect | 0,14% |
| CANDRIAM Patrimoine Obli Inter | 0,07% |
| Sanso Short Duration C | 0,05% |
| Pluvalca Rentoblig | -0,14% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
| Stratégie Rendement | -0,38% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,38% |
| Dôm Reflex | -0,42% |
| NN Green Bond | -0,63% |
| Kirao Multicaps Alpha | -1,52% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 5,90% |
| MS INVF US Growth | 5,52% |
| H2O Multibonds | 5,52% |
| Echiquier Artificial Intelligence B EUR | 3,84% |
| BNP PARIBAS ENERGY TRANSITION | 3,82% |
| Invesco Global Consumer Trends | 3,03% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,46% |
| DNB Fund Renewable Energy | -0,34% |
| MS INVF Asia Opportunity | -2,38% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,23% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 2,76% |
| Haas Epargne Patrimoine C | 0,86% |
| DNCA Invest Eurose A EUR | 0,94% |
| Sycomore Allocation Patrimoine R | 0,39% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,57% |
| OMNIBOND | 1,17% |
| Exane Pleiade Fund | 0,59% |
| Pictet – Atlas – P EUR : 2 | 0,45% |
| Durandal | 1,19% |
| Federal Ethi-Patrimoine | 0,15% |
| Dorval Global Conservative | 0,12% |
| HELIUM INVEST | 0,49% |
| Clartan Patrimoine C | 0,31% |
| CANDRIAM Risk Arbitrage | 0,60% |
| Axiom Short Duration Bond Fund | 0,44% |
| G FUND - ALPHA FIXED INCOME | 0,37% |
| Trusteam Optimum A | 0,23% |
| HELIUM FUND | 0,55% |
| AIS Protect | 0,26% |
| CANDRIAM Patrimoine Obli Inter | 0,14% |
| Sanso Short Duration C | 0,16% |
| Pluvalca Rentoblig | -0,37% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,55% |
| Stratégie Rendement | -0,67% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,00% |
| Dôm Reflex | -0,68% |
| NN Green Bond | -1,03% |
| Kirao Multicaps Alpha | -0,60% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 6,99% |
| MS INVF US Growth | 5,05% |
| H2O Multibonds | 1,60% |
| Echiquier Artificial Intelligence B EUR | -0,43% |
| BNP PARIBAS ENERGY TRANSITION | 3,41% |
| Invesco Global Consumer Trends | 5,82% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 2,94% |
| DNB Fund Renewable Energy | -1,78% |
| MS INVF Asia Opportunity | -3,90% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,73% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 14,66% |
| Haas Epargne Patrimoine C | 7,66% |
| DNCA Invest Eurose A EUR | 4,33% |
| Sycomore Allocation Patrimoine R | 6,86% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
| OMNIBOND | 11,68% |
| Exane Pleiade Fund | 7,53% |
| Pictet – Atlas – P EUR : 2 | 9,03% |
| Durandal | 2,85% |
| Federal Ethi-Patrimoine | 6,63% |
| Dorval Global Conservative | 4,93% |
| HELIUM INVEST | 5,92% |
| Clartan Patrimoine C | 4,37% |
| CANDRIAM Risk Arbitrage | 5,47% |
| Axiom Short Duration Bond Fund | 7,00% |
| G FUND - ALPHA FIXED INCOME | 4,35% |
| Trusteam Optimum A | 5,57% |
| HELIUM FUND | 4,27% |
| AIS Protect | 4,39% |
| CANDRIAM Patrimoine Obli Inter | 4,45% |
| Sanso Short Duration C | 4,02% |
| Pluvalca Rentoblig | 4,96% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,43% |
| Stratégie Rendement | 5,77% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,15% |
| Dôm Reflex | 3,53% |
| NN Green Bond | 4,06% |
| Kirao Multicaps Alpha | 2,20% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 58,76% |
| MS INVF US Growth | 69,21% |
| H2O Multibonds | -1,45% |
| Echiquier Artificial Intelligence B EUR | 38,98% |
| BNP PARIBAS ENERGY TRANSITION | 6,10% |
| Invesco Global Consumer Trends | 39,16% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,28% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,42% |
| DNB Fund Renewable Energy | -3,83% |
| MS INVF Asia Opportunity | 33,39% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,32% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 9,64% |
| Haas Epargne Patrimoine C | 4,59% |
| DNCA Invest Eurose A EUR | 5,02% |
| Sycomore Allocation Patrimoine R | 5,50% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,33% |
| OMNIBOND | 10,26% |
| Exane Pleiade Fund | 3,27% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Durandal | 2,77% |
| Federal Ethi-Patrimoine | 5,10% |
| Dorval Global Conservative | 2,88% |
| HELIUM INVEST | 4,42% |
| Clartan Patrimoine C | 4,02% |
| CANDRIAM Risk Arbitrage | 3,57% |
| Axiom Short Duration Bond Fund | 5,79% |
| G FUND - ALPHA FIXED INCOME | 4,15% |
| Trusteam Optimum A | 4,78% |
| HELIUM FUND | 3,46% |
| AIS Protect | 1,94% |
| CANDRIAM Patrimoine Obli Inter | 4,31% |
| Sanso Short Duration C | 3,57% |
| Pluvalca Rentoblig | 4,79% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,09% |
| Stratégie Rendement | 6,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,61% |
| Dôm Reflex | 3,92% |
| NN Green Bond | 3,46% |
| Kirao Multicaps Alpha | -1,38% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 33,68% |
| MS INVF US Growth | 46,28% |
| H2O Multibonds | 5,02% |
| Echiquier Artificial Intelligence B EUR | 43,15% |
| BNP PARIBAS ENERGY TRANSITION | -24,20% |
| Invesco Global Consumer Trends | 24,18% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -12,06% |
| MS INVF Asia Opportunity | 1,99% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,13% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 3,57% |
| Haas Epargne Patrimoine C | 1,69% |
| DNCA Invest Eurose A EUR | 2,40% |
| Sycomore Allocation Patrimoine R | 0,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,59% |
| OMNIBOND | 4,13% |
| Exane Pleiade Fund | 2,39% |
| Pictet – Atlas – P EUR : 2 | 2,66% |
| Durandal | 0,09% |
| Federal Ethi-Patrimoine | 0,73% |
| Dorval Global Conservative | 0,96% |
| HELIUM INVEST | 1,73% |
| Clartan Patrimoine C | 1,43% |
| CANDRIAM Risk Arbitrage | 1,64% |
| Axiom Short Duration Bond Fund | 2,73% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,62% |
| HELIUM FUND | 2,45% |
| AIS Protect | -1,87% |
| CANDRIAM Patrimoine Obli Inter | 1,61% |
| Sanso Short Duration C | 1,63% |
| Pluvalca Rentoblig | 1,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,86% |
| Stratégie Rendement | 2,29% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,14% |
| Dôm Reflex | 2,76% |
| NN Green Bond | -4,27% |
| Kirao Multicaps Alpha | -5,75% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 21,36% |
| MS INVF US Growth | 5,09% |
| H2O Multibonds | 10,97% |
| Echiquier Artificial Intelligence B EUR | 5,34% |
| BNP PARIBAS ENERGY TRANSITION | -21,85% |
| Invesco Global Consumer Trends | 2,73% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,93% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -7,81% |
| MS INVF Asia Opportunity | -2,54% |
