Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Paris, le 14 septembre 2020 - Près de la moitié (40 %) des allocations clients ETF sera placée dans des ETF actifs ou smart beta d'ici 2023, selon les investisseurs sondés* pour la deuxième enquête mondiale annuelle sur les ETF de J.P. Morgan Asset Management (JPMAM).
Paris, le 14 septembre 2020 – Amiral Gestion annonce son rapprochement avec EFIRES, cabinet de conseil stratégique et d’accompagnement opérationnel spécialisé dans les domaines de l’Investissement Responsable (IR) et de la Responsabilité Sociale des Entreprises (RSE). Reconnu sur le marché de la finance responsable, Efires a mené des missions d’ampleur auprès d’acteurs clés du marché, de la banque privée et de la gestion d’actifs représentant plus de 750 milliards d’euros d’encours sous conseil en cumulé depuis sa création en 2013.
Retrouvez Michel Menigoz, Directeur Général de Sanso IS et Co Gérant du Fonds Sanso ESG Market Neutral.
"L'entreprise s'est vue remettre son permis de navigation par la Ministre de la Mer, ce vendredi."
Balado avec Jean-Georges DRESSEL, Directeur Commercial CGP et Echiquier Club à La Financière de L'Échiquier.
Actualités de Nextstage AM, plan de relance gouvernemental, ... avec Grégoire Sentilhes, Président de NextStage AM.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,19% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,32% |
| DNCA Invest Eurose A EUR | 1,04% |
| Haas Epargne Patrimoine C | 1,03% |
| Sycomore Allocation Patrimoine R | 1,00% |
| OMNIBOND | 0,92% |
| Pictet – Atlas – P EUR : 2 | 0,91% |
| Federal Ethi-Patrimoine | 0,77% |
| Exane Pleiade Fund | 0,71% |
| Durandal | 0,70% |
| HELIUM INVEST | 0,70% |
| Dorval Global Conservative | 0,66% |
| Clartan Patrimoine C | 0,49% |
| CANDRIAM Risk Arbitrage | 0,48% |
| Axiom Short Duration Bond Fund | 0,43% |
| HELIUM FUND | 0,32% |
| G FUND - ALPHA FIXED INCOME | 0,29% |
| Trusteam Optimum A | 0,26% |
| Sanso Short Duration C | 0,18% |
| AIS Protect | 0,15% |
| CANDRIAM Patrimoine Obli Inter | 0,09% |
| Pluvalca Rentoblig | -0,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,19% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,22% |
| Stratégie Rendement | -0,24% |
| Dôm Reflex | -0,32% |
| NN Green Bond | -0,50% |
| Kirao Multicaps Alpha | -0,63% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 7,17% |
| H2O Multibonds | 5,67% |
| Invesco Global Consumer Trends | 5,16% |
| MS INVF US Growth | 5,05% |
| Echiquier Artificial Intelligence B EUR | 4,25% |
| BNP PARIBAS ENERGY TRANSITION | 3,32% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,02% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,36% |
| DNB Fund Renewable Energy | -2,06% |
| MS INVF Asia Opportunity | -4,09% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,24% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 5,26% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,11% |
| DNCA Invest Eurose A EUR | 1,38% |
| Haas Epargne Patrimoine C | 1,20% |
| Sycomore Allocation Patrimoine R | 1,10% |
| OMNIBOND | 1,04% |
| Pictet – Atlas – P EUR : 2 | 0,94% |
| Federal Ethi-Patrimoine | 0,78% |
| Exane Pleiade Fund | 0,75% |
| Durandal | 1,24% |
| HELIUM INVEST | 0,93% |
| Dorval Global Conservative | 0,81% |
| Clartan Patrimoine C | 0,61% |
| CANDRIAM Risk Arbitrage | 0,78% |
| Axiom Short Duration Bond Fund | 0,52% |
| HELIUM FUND | 0,78% |
| G FUND - ALPHA FIXED INCOME | 0,32% |
| Trusteam Optimum A | 0,15% |
| Sanso Short Duration C | 0,29% |
| AIS Protect | 0,22% |
| CANDRIAM Patrimoine Obli Inter | 0,19% |
| Pluvalca Rentoblig | -0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,29% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,44% |
| Stratégie Rendement | -0,31% |
| Dôm Reflex | -0,50% |
| NN Green Bond | -0,90% |
| Kirao Multicaps Alpha | 0,21% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,51% |
| H2O Multibonds | 1,80% |
| Invesco Global Consumer Trends | 8,01% |
| MS INVF US Growth | 4,58% |
| Echiquier Artificial Intelligence B EUR | 2,54% |
| BNP PARIBAS ENERGY TRANSITION | 2,91% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,91% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,70% |
| DNB Fund Renewable Energy | -1,47% |
| MS INVF Asia Opportunity | -5,58% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,66% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,99% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
| DNCA Invest Eurose A EUR | 4,57% |
| Haas Epargne Patrimoine C | 7,53% |
| Sycomore Allocation Patrimoine R | 6,76% |
| OMNIBOND | 11,59% |
| Pictet – Atlas – P EUR : 2 | 8,67% |
| Federal Ethi-Patrimoine | 6,63% |
| Exane Pleiade Fund | 6,84% |
| Durandal | 2,45% |
| HELIUM INVEST | 7,30% |
| Dorval Global Conservative | 5,00% |
| Clartan Patrimoine C | 4,41% |
| CANDRIAM Risk Arbitrage | 5,52% |
| Axiom Short Duration Bond Fund | 6,93% |
| HELIUM FUND | 4,44% |
| G FUND - ALPHA FIXED INCOME | 4,31% |
| Trusteam Optimum A | 5,62% |
| Sanso Short Duration C | 4,10% |
| AIS Protect | 4,19% |
| CANDRIAM Patrimoine Obli Inter | 4,40% |
| Pluvalca Rentoblig | 4,98% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,36% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,28% |
| Stratégie Rendement | 5,86% |
| Dôm Reflex | 3,59% |
| NN Green Bond | 3,86% |
| Kirao Multicaps Alpha | 3,19% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 59,12% |
| H2O Multibonds | -2,66% |
| Invesco Global Consumer Trends | 41,03% |
| MS INVF US Growth | 59,77% |
| Echiquier Artificial Intelligence B EUR | 35,37% |
| BNP PARIBAS ENERGY TRANSITION | 3,37% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,91% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,86% |
| DNB Fund Renewable Energy | -6,25% |
| MS INVF Asia Opportunity | 31,70% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,31% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,65% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,74% |
| DNCA Invest Eurose A EUR | 5,17% |
| Haas Epargne Patrimoine C | 4,75% |
| Sycomore Allocation Patrimoine R | 5,69% |
| OMNIBOND | 9,86% |
| Pictet – Atlas – P EUR : 2 | 6,15% |
| Federal Ethi-Patrimoine | 5,36% |
| Exane Pleiade Fund | 3,17% |
| Durandal | 2,65% |
| HELIUM INVEST | 4,45% |
| Dorval Global Conservative | 3,05% |
| Clartan Patrimoine C | 4,27% |
| CANDRIAM Risk Arbitrage | 3,65% |
| Axiom Short Duration Bond Fund | 5,78% |
| HELIUM FUND | 3,52% |
| G FUND - ALPHA FIXED INCOME | 4,14% |
| Trusteam Optimum A | 4,88% |
| Sanso Short Duration C | 3,62% |
| AIS Protect | 2,04% |
| CANDRIAM Patrimoine Obli Inter | 4,34% |
| Pluvalca Rentoblig | 4,84% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
| Stratégie Rendement | 6,09% |
| Dôm Reflex | 4,05% |
| NN Green Bond | 3,52% |
| Kirao Multicaps Alpha | -0,55% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 34,50% |
| H2O Multibonds | 5,67% |
| Invesco Global Consumer Trends | 25,45% |
| MS INVF US Growth | 45,95% |
| Echiquier Artificial Intelligence B EUR | 43,77% |
| BNP PARIBAS ENERGY TRANSITION | -24,39% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -11,73% |
| MS INVF Asia Opportunity | 1,09% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,15% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 4,16% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,89% |
| DNCA Invest Eurose A EUR | 2,76% |
| Haas Epargne Patrimoine C | 1,92% |
| Sycomore Allocation Patrimoine R | 1,00% |
| OMNIBOND | 4,17% |
| Pictet – Atlas – P EUR : 2 | 2,85% |
| Federal Ethi-Patrimoine | 0,89% |
| Exane Pleiade Fund | 2,69% |
| Durandal | 0,21% |
| HELIUM INVEST | 1,87% |
| Dorval Global Conservative | 1,26% |
| Clartan Patrimoine C | 1,71% |
| CANDRIAM Risk Arbitrage | 1,70% |
| Axiom Short Duration Bond Fund | 2,77% |
| HELIUM FUND | 2,51% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,71% |
| Sanso Short Duration C | 1,70% |
| AIS Protect | -1,40% |
| CANDRIAM Patrimoine Obli Inter | 1,74% |
| Pluvalca Rentoblig | 1,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,87% |
| Stratégie Rendement | 2,39% |
| Dôm Reflex | 2,81% |
| NN Green Bond | -4,31% |
| Kirao Multicaps Alpha | -5,24% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 23,56% |
| H2O Multibonds | 10,99% |
| Invesco Global Consumer Trends | 3,94% |
| MS INVF US Growth | 7,21% |
| Echiquier Artificial Intelligence B EUR | 8,76% |
| BNP PARIBAS ENERGY TRANSITION | -20,51% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -6,96% |
| MS INVF Asia Opportunity | -2,69% |