Harvest : une étude très intéressante sur les CGP, présentée la semaine dernière devant un nombreux parterre de compagnie d’assurance vie et de société de gestion
Les CGP : architectes de l’épargne financière des Français.
Les CGP : architectes de l’épargne financière des Français.
CHAHINE CAPITAL, société de gestion pionnière en Europe de la gestion quantitative Momentum actions, annonce le lancement de Digital Market Neutral Europe, son nouveau fonds « Long/Short Equity Market Neutral » exploitant un modèle quantitatif appliqué aux actions européennes.
Invité de BFM Business, Frédéric Lorenzini fait un focus sur l'UpLift Private Equity.
Sébastien Bareau, Président de Patrimo Portage, propose une conférence pour les conseillers en gestion de Patrimoine dont le thème sera « Comment faire de son cerveau un allié ? ». Prévu le mardi 4 février, à 18h40, à l’IMSI.
On oublie trop souvent qu’en matière de LMNP, le marché secondaire quoiqu’encore discret est néanmoins bien vivace : selon Etienne Jacquot du cabinet RevenuPierre « ce sont chaque année quelque 3.000 lots qui changent de main sur un stock de l’ordre de 350.000 unités ».
WiseAM annonce l’acquisition des murs d’un supermarché Match en périphérie de Nancy ainsi que de l’immeuble Blend dans le 8ème arrondissement de Lyon.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,14% |
Fonds | YTD |
---|---|
Montségur Croissance C | 4,46% |
Haas Epargne Patrimoine C | 0,71% |
OMNIBOND | 0,67% |
DNCA Invest Eurose A EUR | 0,64% |
Pictet – Atlas – P EUR : 2 | 0,59% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,57% |
Exane Pleiade Fund | 0,56% |
Sycomore Allocation Patrimoine R | 0,55% |
Durandal | 0,50% |
Federal Ethi-Patrimoine | 0,35% |
Dorval Global Conservative | 0,34% |
HELIUM INVEST | 0,34% |
Clartan Patrimoine C | 0,25% |
Axiom Short Duration Bond Fund | 0,24% |
G FUND - ALPHA FIXED INCOME | 0,23% |
CANDRIAM Risk Arbitrage | 0,23% |
Trusteam Optimum A | 0,16% |
AIS Protect | 0,13% |
HELIUM FUND | 0,13% |
CANDRIAM Patrimoine Obli Inter | 0,04% |
Sanso Short Duration C | -0,06% |
Pluvalca Rentoblig | -0,23% |
Dôm Reflex | -0,47% |
Stratégie Rendement | -0,48% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,66% |
NN Green Bond | -0,95% |
Kirao Multicaps Alpha | -1,39% |
Fonds | YTD |
---|---|
H2O Multibonds | 6,67% |
MS INVF US Growth | 5,63% |
Axiom European Banks Equity | 5,10% |
Invesco Global Consumer Trends | 3,18% |
BNP PARIBAS ENERGY TRANSITION | 2,84% |
Echiquier Artificial Intelligence B EUR | 2,54% |
CANDRIAM Absolute Return Equity Market Neutral | 0,99% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,46% |
DNB Fund Renewable Energy | -1,07% |
MS INVF Asia Opportunity | -1,51% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,19% |
Fonds | 1 mois |
---|---|
Montségur Croissance C | 1,88% |
Haas Epargne Patrimoine C | 0,52% |
OMNIBOND | 1,27% |
DNCA Invest Eurose A EUR | 0,63% |
Pictet – Atlas – P EUR : 2 | 0,28% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,08% |
Exane Pleiade Fund | 0,43% |
Sycomore Allocation Patrimoine R | 0,08% |
Durandal | 0,68% |
Federal Ethi-Patrimoine | -0,13% |
Dorval Global Conservative | -0,14% |
HELIUM INVEST | 0,77% |
Clartan Patrimoine C | 0,15% |
Axiom Short Duration Bond Fund | 0,33% |
G FUND - ALPHA FIXED INCOME | 0,35% |
CANDRIAM Risk Arbitrage | 0,47% |
Trusteam Optimum A | 0,20% |
AIS Protect | 0,26% |
HELIUM FUND | 0,53% |
CANDRIAM Patrimoine Obli Inter | 0,12% |
Sanso Short Duration C | 0,06% |
Pluvalca Rentoblig | -0,46% |
Dôm Reflex | -0,73% |
Stratégie Rendement | -0,78% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,18% |
CT (LUX) EUROPEAN SOCIAL BOND | -1,11% |
NN Green Bond | -1,72% |
Kirao Multicaps Alpha | -0,72% |
Fonds | 1 mois |
---|---|
H2O Multibonds | 1,17% |
MS INVF US Growth | -1,62% |
Axiom European Banks Equity | 4,79% |
Invesco Global Consumer Trends | -0,52% |
BNP PARIBAS ENERGY TRANSITION | -0,43% |
Echiquier Artificial Intelligence B EUR | -2,07% |
CANDRIAM Absolute Return Equity Market Neutral | 0,66% |
abrdn Global Real Estate Active Thematics UCITS ETF | 2,94% |
DNB Fund Renewable Energy | -3,63% |
MS INVF Asia Opportunity | -3,82% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,62% |
Fonds | 1 an |
---|---|
Montségur Croissance C | 13,89% |
Haas Epargne Patrimoine C | 6,99% |
OMNIBOND | 11,60% |
DNCA Invest Eurose A EUR | 3,82% |
Pictet – Atlas – P EUR : 2 | 8,82% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,14% |
Exane Pleiade Fund | 7,35% |
Sycomore Allocation Patrimoine R | 6,21% |
Durandal | 2,65% |
Federal Ethi-Patrimoine | 6,01% |
Dorval Global Conservative | 4,41% |
HELIUM INVEST | 6,35% |
Clartan Patrimoine C | 4,03% |
Axiom Short Duration Bond Fund | 6,84% |
G FUND - ALPHA FIXED INCOME | 4,36% |
CANDRIAM Risk Arbitrage | 5,33% |
Trusteam Optimum A | 5,33% |
AIS Protect | 4,29% |
HELIUM FUND | 4,03% |
CANDRIAM Patrimoine Obli Inter | 4,37% |
Sanso Short Duration C | 3,93% |
Pluvalca Rentoblig | 4,70% |
Dôm Reflex | 3,23% |
Stratégie Rendement | 5,41% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,39% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,65% |
NN Green Bond | 3,29% |
Kirao Multicaps Alpha | 1,96% |
Fonds | 1 an |
---|---|
H2O Multibonds | -3,15% |
MS INVF US Growth | 72,57% |
Axiom European Banks Equity | 56,27% |
Invesco Global Consumer Trends | 40,95% |
BNP PARIBAS ENERGY TRANSITION | -2,33% |
Echiquier Artificial Intelligence B EUR | 35,76% |
CANDRIAM Absolute Return Equity Market Neutral | 4,27% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,42% |
DNB Fund Renewable Energy | -9,69% |
MS INVF Asia Opportunity | 35,17% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,36% |
Fonds | 2 ans |
---|---|
Montségur Croissance C | 9,65% |
Haas Epargne Patrimoine C | 4,56% |
OMNIBOND | 10,16% |
DNCA Invest Eurose A EUR | 4,96% |
Pictet – Atlas – P EUR : 2 | 6,12% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,18% |
Exane Pleiade Fund | 3,18% |
Sycomore Allocation Patrimoine R | 5,44% |
Durandal | 2,81% |
Federal Ethi-Patrimoine | 5,15% |
Dorval Global Conservative | 2,83% |
HELIUM INVEST | 4,40% |
Clartan Patrimoine C | 4,04% |
Axiom Short Duration Bond Fund | 5,80% |
G FUND - ALPHA FIXED INCOME | 4,12% |
CANDRIAM Risk Arbitrage | 3,48% |
Trusteam Optimum A | 4,82% |
AIS Protect | 2,01% |
HELIUM FUND | 3,46% |
CANDRIAM Patrimoine Obli Inter | 4,28% |
Sanso Short Duration C | 3,51% |
Pluvalca Rentoblig | 4,88% |
Dôm Reflex | 4,03% |
Stratégie Rendement | 6,08% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,67% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,99% |
NN Green Bond | 3,36% |
Kirao Multicaps Alpha | -1,40% |
Fonds | 2 ans |
---|---|
H2O Multibonds | 5,43% |
MS INVF US Growth | 44,89% |
Axiom European Banks Equity | 32,81% |
Invesco Global Consumer Trends | 22,96% |
BNP PARIBAS ENERGY TRANSITION | -25,48% |
Echiquier Artificial Intelligence B EUR | 43,74% |
CANDRIAM Absolute Return Equity Market Neutral | 5,66% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -12,06% |
MS INVF Asia Opportunity | 3,10% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,12% |
Fonds | 3 ans |
---|---|
Montségur Croissance C | 3,66% |
Haas Epargne Patrimoine C | 1,59% |
OMNIBOND | 4,10% |
DNCA Invest Eurose A EUR | 2,33% |
Pictet – Atlas – P EUR : 2 | 2,70% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,67% |
Exane Pleiade Fund | 2,31% |
Sycomore Allocation Patrimoine R | 0,50% |
Durandal | 0,11% |
Federal Ethi-Patrimoine | 0,65% |
Dorval Global Conservative | 0,93% |
HELIUM INVEST | 1,72% |
Clartan Patrimoine C | 1,42% |
Axiom Short Duration Bond Fund | 2,70% |
G FUND - ALPHA FIXED INCOME | 2,70% |
CANDRIAM Risk Arbitrage | 1,56% |
Trusteam Optimum A | 0,58% |
AIS Protect | -1,88% |
HELIUM FUND | 2,43% |
CANDRIAM Patrimoine Obli Inter | 1,60% |
Sanso Short Duration C | 1,58% |
Pluvalca Rentoblig | 1,77% |
Dôm Reflex | 2,73% |
Stratégie Rendement | 2,25% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,20% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,04% |
NN Green Bond | -4,45% |
Kirao Multicaps Alpha | -5,55% |
Fonds | 3 ans |
---|---|
H2O Multibonds | 11,70% |
MS INVF US Growth | 4,87% |
Axiom European Banks Equity | 21,16% |
Invesco Global Consumer Trends | 1,53% |
BNP PARIBAS ENERGY TRANSITION | -23,52% |
Echiquier Artificial Intelligence B EUR | 4,98% |
CANDRIAM Absolute Return Equity Market Neutral | 0,98% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
DNB Fund Renewable Energy | -8,03% |
MS INVF Asia Opportunity | -1,21% |