Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La gestion sous mandat, un allié dans votre développement par Jean-Georges Dressel, Directeur Commercial CGP et Echiquier Club de La Financière de l'Echiquier, invité des #RDVExperts Cardif.
• La démission surprise du premier ministre japonais a ravivé le marché
• En Chine, des autorités déterminées à réguler sévèrement leur économie
• La Banque d’Angleterre parle déjà de sortie de crise
Les experts de CPR AM ont été ravis de vous accueillir au Ritz à Paris, à l'occasion de la conférence trimestrielle Petit-Déjeuner Investisseurs, le 9 septembre 2021. Ce fut l'occasion pour eux de vous présenter un panorama des actualités macro-économiques et financières.
La fintech allemande Trade Republic qui s’est lancée en France en janvier dernier après une levée de fonds de 62 millions d’euros, nomme Matthias Baccino au poste de Directeur France.
Les prix des biens ont récemment augmenté plus rapidement que ceux des services, pour la première fois en 25 ans. Nous pensons que cette tendance particulière due à la Covid devrait bientôt s'inverser. Quel dommage...
Inflation transitoire ou non ? ... en podcast avec Matthew MORGAN, Directeur des Investissements de l’Equipe Mulltiactifs chez Jupiter AM.
| 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% |
