Patrimoine24
Toute l'info sur les acteurs du patrimoine 
L'inflation est le sujet qui a dominé le discours du marché cette année, et cela n'a fait que s'intensifier ces dernières semaines. Pour en discuter, nous avons réuni Ariel Bezalel (responsable de la Obligataire), Ned Naylor-Leyland (responsable de l'or et de l'argent) et Talib Sheikh (responsable de la stratégie multi-actifs) pour examiner les implications pour leurs classes d'actifs.
Chine : les investisseurs sur le qui-vive / Les problèmes d’approvisionnement durent plus longtemps que prévu / Covid : nouvelle encourageante d’un laboratoire américain
Rencontre avec David Kalfon, Président de Sanso Investment Solutions.
Rencontre avec Arnaud Faller, DGD en charge des investissements, CPR Asset Management.
Rencontre avec Sassan Golshani, Directeur du Développement, Peqan.
Rencontre avec Mirko Cescutti, Relation partenaires distribution, Edmond de Rothschild Asset Management.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,37% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,99% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,36% |
| Sycomore Allocation Patrimoine R | 1,67% |
| DNCA Invest Eurose A EUR | 1,52% |
| OMNIBOND | 1,35% |
| Pictet – Atlas – P EUR : 2 | 1,27% |
| Haas Epargne Patrimoine C | 1,23% |
| Federal Ethi-Patrimoine | 1,22% |
| HELIUM INVEST | 1,07% |
| Dorval Global Conservative | 1,05% |
| Exane Pleiade Fund | 0,96% |
| Clartan Patrimoine C | 0,96% |
| Trusteam Optimum A | 0,83% |
| Durandal | 0,77% |
| Axiom Short Duration Bond Fund | 0,69% |
| HELIUM FUND | 0,62% |
| CANDRIAM Risk Arbitrage | 0,41% |
| G FUND - ALPHA FIXED INCOME | 0,40% |
| Sanso Short Duration C | 0,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
| AIS Protect | 0,24% |
| Kirao Multicaps Alpha | 0,23% |
| CANDRIAM Patrimoine Obli Inter | 0,19% |
| Pluvalca Rentoblig | 0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,11% |
| NN Green Bond | 0,09% |
| Stratégie Rendement | 0,00% |
| Dôm Reflex | -0,23% |
| Fonds | YTD |
|---|---|
| H2O Multibonds | 10,45% |
| Axiom European Banks Equity | 10,44% |
| MS INVF US Growth | 9,74% |
| Invesco Global Consumer Trends | 6,36% |
| Echiquier Artificial Intelligence B EUR | 5,81% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,05% |
| BNP PARIBAS ENERGY TRANSITION | 1,05% |
| MS INVF Asia Opportunity | -0,26% |
| DNB Fund Renewable Energy | -1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,37% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 6,14% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 2,38% |
| Sycomore Allocation Patrimoine R | 1,93% |
| DNCA Invest Eurose A EUR | 1,67% |
| OMNIBOND | 1,41% |
| Pictet – Atlas – P EUR : 2 | 1,27% |
| Haas Epargne Patrimoine C | 1,36% |
| Federal Ethi-Patrimoine | 1,40% |
| HELIUM INVEST | 1,07% |
| Dorval Global Conservative | 1,10% |
| Exane Pleiade Fund | 0,93% |
| Clartan Patrimoine C | 1,00% |
| Trusteam Optimum A | 0,93% |
| Durandal | 1,01% |
| Axiom Short Duration Bond Fund | 0,72% |
| HELIUM FUND | 0,67% |
| CANDRIAM Risk Arbitrage | 0,46% |
| G FUND - ALPHA FIXED INCOME | 0,42% |
| Sanso Short Duration C | 0,39% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,34% |
| AIS Protect | 0,25% |
| Kirao Multicaps Alpha | 0,79% |
| CANDRIAM Patrimoine Obli Inter | 0,20% |
| Pluvalca Rentoblig | 0,15% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
| NN Green Bond | 0,09% |
| Stratégie Rendement | 0,00% |
| Dôm Reflex | -0,22% |
| Fonds | 1 mois |
|---|---|
| H2O Multibonds | 9,20% |
| Axiom European Banks Equity | 10,97% |
| MS INVF US Growth | 9,74% |
| Invesco Global Consumer Trends | 6,36% |
| Echiquier Artificial Intelligence B EUR | 5,29% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,32% |
| BNP PARIBAS ENERGY TRANSITION | 0,60% |
| MS INVF Asia Opportunity | -0,26% |
| DNB Fund Renewable Energy | -1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,56% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 9,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,02% |
| Sycomore Allocation Patrimoine R | 6,29% |
| DNCA Invest Eurose A EUR | 4,69% |
| OMNIBOND | 11,12% |
| Pictet – Atlas – P EUR : 2 | 8,62% |
| Haas Epargne Patrimoine C | 6,75% |
| Federal Ethi-Patrimoine | 5,95% |
| HELIUM INVEST | 6,59% |
| Dorval Global Conservative | 4,73% |
| Exane Pleiade Fund | 6,31% |
| Clartan Patrimoine C | 4,39% |
| Trusteam Optimum A | 5,57% |
| Durandal | 1,64% |
| Axiom Short Duration Bond Fund | 6,72% |
| HELIUM FUND | 4,35% |
| CANDRIAM Risk Arbitrage | 5,30% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| Sanso Short Duration C | 4,21% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,87% |
| AIS Protect | 3,63% |
| Kirao Multicaps Alpha | 2,80% |
| CANDRIAM Patrimoine Obli Inter | 4,37% |
| Pluvalca Rentoblig | 4,70% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,95% |
| NN Green Bond | 3,42% |
| Stratégie Rendement | 5,46% |
| Dôm Reflex | 3,14% |
| Fonds | 1 an |
|---|---|
| H2O Multibonds | 4,46% |
| Axiom European Banks Equity | 57,22% |
| MS INVF US Growth | 71,47% |
| Invesco Global Consumer Trends | 42,18% |
| Echiquier Artificial Intelligence B EUR | 33,61% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,17% |
| BNP PARIBAS ENERGY TRANSITION | 0,39% |
| MS INVF Asia Opportunity | 37,71% |
| DNB Fund Renewable Energy | -6,86% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,29% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,89% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,34% |
| Sycomore Allocation Patrimoine R | 5,76% |
| DNCA Invest Eurose A EUR | 5,09% |
| OMNIBOND | 9,57% |
| Pictet – Atlas – P EUR : 2 | 6,51% |
| Haas Epargne Patrimoine C | 4,76% |
| Federal Ethi-Patrimoine | 5,53% |
| HELIUM INVEST | 4,56% |
| Dorval Global Conservative | 3,10% |
| Exane Pleiade Fund | 3,23% |
| Clartan Patrimoine C | 4,33% |
| Trusteam Optimum A | 5,10% |
| Durandal | 2,60% |
| Axiom Short Duration Bond Fund | 5,63% |
| HELIUM FUND | 3,64% |
| CANDRIAM Risk Arbitrage | 3,65% |
| G FUND - ALPHA FIXED INCOME | 4,14% |
| Sanso Short Duration C | 3,67% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,59% |
| AIS Protect | 2,19% |
| Kirao Multicaps Alpha | -0,19% |
| CANDRIAM Patrimoine Obli Inter | 4,45% |
| Pluvalca Rentoblig | 4,93% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
| NN Green Bond | 4,19% |
| Stratégie Rendement | 6,16% |
| Dôm Reflex | 4,11% |
| Fonds | 2 ans |
|---|---|
| H2O Multibonds | 6,85% |
| Axiom European Banks Equity | 32,74% |
| MS INVF US Growth | 43,71% |
| Invesco Global Consumer Trends | 22,86% |
| Echiquier Artificial Intelligence B EUR | 41,77% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
| BNP PARIBAS ENERGY TRANSITION | -25,84% |
| MS INVF Asia Opportunity | 4,11% |
| DNB Fund Renewable Energy | -12,02% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,27% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 6,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,09% |
| Sycomore Allocation Patrimoine R | 1,66% |
| DNCA Invest Eurose A EUR | 3,01% |
| OMNIBOND | 4,38% |
| Pictet – Atlas – P EUR : 2 | 3,06% |
| Haas Epargne Patrimoine C | 2,13% |
| Federal Ethi-Patrimoine | 1,19% |
| HELIUM INVEST | 2,16% |
| Dorval Global Conservative | 1,54% |
| Exane Pleiade Fund | 2,76% |
| Clartan Patrimoine C | 2,02% |
| Trusteam Optimum A | 1,08% |
| Durandal | 0,10% |
| Axiom Short Duration Bond Fund | 2,96% |
| HELIUM FUND | 2,64% |
| CANDRIAM Risk Arbitrage | 1,63% |
| G FUND - ALPHA FIXED INCOME | 2,74% |
| Sanso Short Duration C | 1,83% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,41% |
| AIS Protect | -1,23% |
| Kirao Multicaps Alpha | -3,93% |
| CANDRIAM Patrimoine Obli Inter | 1,95% |
| Pluvalca Rentoblig | 1,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,21% |
| NN Green Bond | -3,82% |
| Stratégie Rendement | 2,55% |
| Dôm Reflex | 2,94% |
| Fonds | 3 ans |
|---|---|
| H2O Multibonds | 12,15% |
| Axiom European Banks Equity | 24,16% |
| MS INVF US Growth | 9,21% |
| Invesco Global Consumer Trends | 5,55% |
| Echiquier Artificial Intelligence B EUR | 8,95% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,86% |
| BNP PARIBAS ENERGY TRANSITION | -19,15% |
| MS INVF Asia Opportunity | -0,43% |
| DNB Fund Renewable Energy | -6,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
