Étude OpinionWay pour ATLAND Voisin & Fundimmo : Culture financière et stratégie d’investissement
Champions de l’épargne peu rémunérée, les Français ne demandent qu’à apprendre à faire fructifier leur capital.
Champions de l’épargne peu rémunérée, les Français ne demandent qu’à apprendre à faire fructifier leur capital.
Retrouvez Sébastien Barbe - Président du Directoire - Arkéa IS.
Retrouvez Patricia Kaveh - Directrice des ventes France et International - Crédit Mutuel IM.
Découvrez l'offre de gestion pilotée de OFI AM : la sélection et le suivi des supports d'investissement ainsi que l'allocation selon le profil de risque et les conditions de marchés.
Retrouvez Elena Ganem - Directrice du développement - FENTHUM.
Retrouvez Christian CACCIUTTOLO - Président de l'UNEP.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,93% |
BNP PARIBAS Diversipierre | -5,58% |
Fonds | YTD |
---|---|
OMNIBOND | 10,80% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,42% |
Montségur Croissance C | 9,38% |
Pictet – Atlas – P EUR : 2 | 6,57% |
Axiom Short Duration Bond Fund | 6,29% |
Haas Epargne Patrimoine C | 5,32% |
Stratégie Rendement | 4,52% |
Sycomore Allocation Patrimoine R | 4,48% |
Trusteam Optimum A | 4,31% |
CANDRIAM Risk Arbitrage | 4,20% |
Exane Pleiade Fund | 4,14% |
Pluvalca Rentoblig | 4,06% |
Federal Ethi-Patrimoine | 3,94% |
G FUND - ALPHA FIXED INCOME | 3,92% |
AIS Protect | 3,84% |
Dorval Global Conservative | 3,68% |
Sanso Short Duration C | 3,66% |
CANDRIAM Patrimoine Obli Inter | 3,56% |
Clartan Patrimoine C | 3,55% |
DNCA Invest Eurose A EUR | 3,22% |
Durandal | 3,21% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,03% |
Dôm Reflex | 2,81% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,66% |
HELIUM INVEST | 2,36% |
HELIUM FUND | 2,32% |
NN Green Bond | 2,30% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 38,37% |
Echiquier Artificial Intelligence B EUR | 23,16% |
MS INVF US Growth | 20,21% |
Invesco Global Consumer Trends | 15,48% |
abrdn Global Real Estate Active Thematics UCITS ETF | 8,27% |
CANDRIAM Absolute Return Equity Market Neutral | 3,95% |
BNP PARIBAS ENERGY TRANSITION | -13,98% |
DNB Fund Renewable Energy | 0,00% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,40% |
BNP PARIBAS Diversipierre | 0,22% |
Fonds | 1 mois |
---|---|
OMNIBOND | -0,10% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,76% |
Montségur Croissance C | 0,21% |
Pictet – Atlas – P EUR : 2 | -0,11% |
Axiom Short Duration Bond Fund | 0,51% |
Haas Epargne Patrimoine C | 0,22% |
Stratégie Rendement | 0,61% |
Sycomore Allocation Patrimoine R | 0,59% |
Trusteam Optimum A | 0,21% |
CANDRIAM Risk Arbitrage | 0,43% |
Exane Pleiade Fund | 0,36% |
Pluvalca Rentoblig | 0,51% |
Federal Ethi-Patrimoine | 0,19% |
G FUND - ALPHA FIXED INCOME | 0,39% |
AIS Protect | 0,29% |
Dorval Global Conservative | 0,11% |
Sanso Short Duration C | 0,45% |
CANDRIAM Patrimoine Obli Inter | 0,40% |
Clartan Patrimoine C | 0,31% |
DNCA Invest Eurose A EUR | -0,01% |
Durandal | -0,11% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,31% |
Dôm Reflex | 0,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,07% |
HELIUM INVEST | 0,77% |
HELIUM FUND | 0,37% |
NN Green Bond | 0,21% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 0,54% |
Echiquier Artificial Intelligence B EUR | 5,38% |
MS INVF US Growth | 7,96% |
Invesco Global Consumer Trends | 4,15% |
abrdn Global Real Estate Active Thematics UCITS ETF | -0,45% |
CANDRIAM Absolute Return Equity Market Neutral | 0,66% |
BNP PARIBAS ENERGY TRANSITION | 4,96% |
DNB Fund Renewable Energy | 0,00% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,95% |
BNP PARIBAS Diversipierre | -11,25% |
Fonds | 1 an |
---|---|
OMNIBOND | 16,16% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,47% |
Montségur Croissance C | 22,07% |
Pictet – Atlas – P EUR : 2 | 8,09% |
Axiom Short Duration Bond Fund | 9,37% |
Haas Epargne Patrimoine C | 10,30% |
Stratégie Rendement | 9,94% |
Sycomore Allocation Patrimoine R | 9,54% |
Trusteam Optimum A | 8,48% |
CANDRIAM Risk Arbitrage | 5,40% |
Exane Pleiade Fund | 5,80% |
Pluvalca Rentoblig | 8,21% |
Federal Ethi-Patrimoine | 9,63% |
G FUND - ALPHA FIXED INCOME | 4,68% |
AIS Protect | 5,62% |
Dorval Global Conservative | 7,63% |
Sanso Short Duration C | 4,76% |
CANDRIAM Patrimoine Obli Inter | 6,26% |
Clartan Patrimoine C | 6,48% |
DNCA Invest Eurose A EUR | 6,79% |
Durandal | 6,48% |
CT (LUX) EUROPEAN SOCIAL BOND | 9,31% |
Dôm Reflex | 7,32% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 12,45% |
HELIUM INVEST | 5,31% |
HELIUM FUND | 4,12% |
NN Green Bond | 10,54% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 57,97% |
Echiquier Artificial Intelligence B EUR | 44,25% |
MS INVF US Growth | 49,29% |
Invesco Global Consumer Trends | 27,48% |
abrdn Global Real Estate Active Thematics UCITS ETF | 28,92% |
CANDRIAM Absolute Return Equity Market Neutral | 5,65% |
BNP PARIBAS ENERGY TRANSITION | -1,39% |
DNB Fund Renewable Energy | 0,00% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,22% |
BNP PARIBAS Diversipierre | -10,17% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,07% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 6,22% |
Montségur Croissance C | 13,23% |
Pictet – Atlas – P EUR : 2 | 5,01% |
Axiom Short Duration Bond Fund | 7,09% |
Haas Epargne Patrimoine C | 5,81% |
Stratégie Rendement | 8,42% |
Sycomore Allocation Patrimoine R | 7,19% |
Trusteam Optimum A | 6,82% |
CANDRIAM Risk Arbitrage | 1,92% |
Exane Pleiade Fund | 2,19% |
Pluvalca Rentoblig | 6,66% |
Federal Ethi-Patrimoine | 6,79% |
G FUND - ALPHA FIXED INCOME | 3,86% |
AIS Protect | 1,93% |
Dorval Global Conservative | 3,53% |
Sanso Short Duration C | 3,98% |
CANDRIAM Patrimoine Obli Inter | 6,02% |
Clartan Patrimoine C | 6,01% |
DNCA Invest Eurose A EUR | 7,49% |
Durandal | 0,62% |
CT (LUX) EUROPEAN SOCIAL BOND | 5,87% |
Dôm Reflex | 6,62% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,73% |
HELIUM INVEST | 4,81% |
HELIUM FUND | 4,05% |
NN Green Bond | 5,01% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 45,07% |
Echiquier Artificial Intelligence B EUR | 25,72% |
MS INVF US Growth | 17,46% |
Invesco Global Consumer Trends | 14,30% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 6,01% |
BNP PARIBAS ENERGY TRANSITION | -20,23% |
DNB Fund Renewable Energy | 0,00% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,71% |
BNP PARIBAS Diversipierre | -7,66% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,52% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,72% |
Montségur Croissance C | 0,79% |
Pictet – Atlas – P EUR : 2 | 1,73% |
Axiom Short Duration Bond Fund | 2,30% |
Haas Epargne Patrimoine C | 1,27% |
Stratégie Rendement | 2,25% |
Sycomore Allocation Patrimoine R | 0,09% |
Trusteam Optimum A | 0,36% |
CANDRIAM Risk Arbitrage | 1,15% |
Exane Pleiade Fund | 1,82% |
Pluvalca Rentoblig | 1,46% |
Federal Ethi-Patrimoine | 0,40% |
G FUND - ALPHA FIXED INCOME | 2,31% |
AIS Protect | -1,28% |
Dorval Global Conservative | 0,56% |
Sanso Short Duration C | 1,43% |
CANDRIAM Patrimoine Obli Inter | 1,45% |
Clartan Patrimoine C | 1,50% |
DNCA Invest Eurose A EUR | 2,79% |
Durandal | -0,15% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,22% |
Dôm Reflex | 2,87% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,33% |
HELIUM INVEST | 1,59% |
HELIUM FUND | 2,16% |
NN Green Bond | -4,61% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 22,47% |
Echiquier Artificial Intelligence B EUR | -7,47% |
MS INVF US Growth | -13,44% |
Invesco Global Consumer Trends | -8,95% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,28% |
BNP PARIBAS ENERGY TRANSITION | -29,59% |
DNB Fund Renewable Energy | 0,00% |