Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Alors que le résultat définitif se fait toujours attendre, le plus important pour les marchés ce matin est l'absence nette de vague bleue. D'après ce que nous pouvons observer, les démocrates prendront très probablement la Chambre des représentants, mais ne gagneront pas le Sénat.
Au menu de ce brief du mardi avec Jérôme et Nora :
- L'assujettissement aux cotisations sociales des LMP prévue par le PLFSS pour 2021 et son impact sur les non-résidents.
- La décision de la Cour d'appel de Nîmes du 14 avril dernier, relative aux recours des époux contre un divorce réalisé "sans juge".
PERIAL Asset Management crée PF Hospitalité Europe, une SCPI européenne spécialisée dans l'immobilier d'accueil.
Ne manquez pas notre entretien avec Paul-Edouard FALCK, Responsable des Partenariats à NextStage AM.
Une fois de plus, l'élection américaine a surpris de nombreux analystes. Dans l'état actuel des choses, Donald Trump et le Parti républicain ont fait mieux que prévu. Une victoire écrasante des démocrates semble désormais exclue.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,25% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 6,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,60% |
| DNCA Invest Eurose A EUR | 1,14% |
| Pictet – Atlas – P EUR : 2 | 1,06% |
| OMNIBOND | 1,02% |
| Sycomore Allocation Patrimoine R | 0,91% |
| Dorval Global Conservative | 0,87% |
| HELIUM INVEST | 0,68% |
| Federal Ethi-Patrimoine | 0,63% |
| Clartan Patrimoine C | 0,56% |
| Axiom Short Duration Bond Fund | 0,54% |
| Haas Epargne Patrimoine C | 0,54% |
| CANDRIAM Risk Arbitrage | 0,48% |
| Trusteam Optimum A | 0,39% |
| Durandal | 0,36% |
| G FUND - ALPHA FIXED INCOME | 0,36% |
| HELIUM FUND | 0,35% |
| Exane Pleiade Fund | 0,34% |
| Sanso Short Duration C | 0,22% |
| AIS Protect | 0,20% |
| CANDRIAM Patrimoine Obli Inter | 0,11% |
| Pluvalca Rentoblig | -0,09% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,19% |
| Stratégie Rendement | -0,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,30% |
| Dôm Reflex | -0,38% |
| NN Green Bond | -0,71% |
| Kirao Multicaps Alpha | -0,86% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 8,58% |
| H2O Multibonds | 7,04% |
| MS INVF US Growth | 5,49% |
| Invesco Global Consumer Trends | 2,05% |
| Echiquier Artificial Intelligence B EUR | 2,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,19% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
| DNB Fund Renewable Energy | -2,76% |
| MS INVF Asia Opportunity | -3,47% |
| BNP PARIBAS ENERGY TRANSITION | -3,94% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,26% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 6,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,92% |
| DNCA Invest Eurose A EUR | 1,31% |
| Pictet – Atlas – P EUR : 2 | 0,97% |
| OMNIBOND | 1,23% |
| Sycomore Allocation Patrimoine R | 1,10% |
| Dorval Global Conservative | 0,74% |
| HELIUM INVEST | 0,74% |
| Federal Ethi-Patrimoine | 0,82% |
| Clartan Patrimoine C | 0,64% |
| Axiom Short Duration Bond Fund | 0,61% |
| Haas Epargne Patrimoine C | 0,64% |
| CANDRIAM Risk Arbitrage | 0,60% |
| Trusteam Optimum A | 0,49% |
| Durandal | 0,63% |
| G FUND - ALPHA FIXED INCOME | 0,39% |
| HELIUM FUND | 0,58% |
| Exane Pleiade Fund | 0,31% |
| Sanso Short Duration C | 0,28% |
| AIS Protect | 0,22% |
| CANDRIAM Patrimoine Obli Inter | 0,14% |
| Pluvalca Rentoblig | 0,01% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,06% |
| Stratégie Rendement | -0,18% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,19% |
| Dôm Reflex | -0,28% |
| NN Green Bond | -0,55% |
| Kirao Multicaps Alpha | -0,72% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,34% |
| H2O Multibonds | 5,70% |
| MS INVF US Growth | 3,48% |
| Invesco Global Consumer Trends | 0,83% |
| Echiquier Artificial Intelligence B EUR | 0,55% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
| DNB Fund Renewable Energy | -3,20% |
| MS INVF Asia Opportunity | -4,10% |
| BNP PARIBAS ENERGY TRANSITION | -5,11% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,48% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,41% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,42% |
| DNCA Invest Eurose A EUR | 4,26% |
| Pictet – Atlas – P EUR : 2 | 8,75% |
| OMNIBOND | 10,86% |
| Sycomore Allocation Patrimoine R | 5,79% |
| Dorval Global Conservative | 4,76% |
| HELIUM INVEST | 6,24% |
| Federal Ethi-Patrimoine | 5,52% |
| Clartan Patrimoine C | 4,09% |
| Axiom Short Duration Bond Fund | 6,62% |
| Haas Epargne Patrimoine C | 6,03% |
| CANDRIAM Risk Arbitrage | 5,30% |
| Trusteam Optimum A | 5,13% |
| Durandal | 1,83% |
| G FUND - ALPHA FIXED INCOME | 4,16% |
| HELIUM FUND | 4,00% |
| Exane Pleiade Fund | 5,63% |
| Sanso Short Duration C | 4,04% |
| AIS Protect | 3,85% |
| CANDRIAM Patrimoine Obli Inter | 4,34% |
| Pluvalca Rentoblig | 4,58% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,87% |
| Stratégie Rendement | 5,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,89% |
| Dôm Reflex | 3,15% |
| NN Green Bond | 3,55% |
| Kirao Multicaps Alpha | 1,32% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 56,10% |
| H2O Multibonds | -1,26% |
| MS INVF US Growth | 64,69% |
| Invesco Global Consumer Trends | 36,85% |
| Echiquier Artificial Intelligence B EUR | 30,68% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,22% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
| DNB Fund Renewable Energy | -8,51% |
| MS INVF Asia Opportunity | 29,79% |
| BNP PARIBAS ENERGY TRANSITION | -4,36% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,22% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 11,30% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,75% |
| DNCA Invest Eurose A EUR | 4,85% |
| Pictet – Atlas – P EUR : 2 | 6,27% |
| OMNIBOND | 9,51% |
| Sycomore Allocation Patrimoine R | 5,25% |
| Dorval Global Conservative | 2,92% |
| HELIUM INVEST | 4,36% |
| Federal Ethi-Patrimoine | 5,08% |
| Clartan Patrimoine C | 4,06% |
| Axiom Short Duration Bond Fund | 5,54% |
| Haas Epargne Patrimoine C | 4,31% |
| CANDRIAM Risk Arbitrage | 3,67% |
| Trusteam Optimum A | 4,81% |
| Durandal | 2,34% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| HELIUM FUND | 3,50% |
| Exane Pleiade Fund | 2,86% |
| Sanso Short Duration C | 3,59% |
| AIS Protect | 2,20% |
| CANDRIAM Patrimoine Obli Inter | 4,35% |
| Pluvalca Rentoblig | 4,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| Stratégie Rendement | 5,93% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,15% |
| Dôm Reflex | 3,94% |
| NN Green Bond | 3,62% |
| Kirao Multicaps Alpha | -0,73% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 31,68% |
| H2O Multibonds | 6,44% |
| MS INVF US Growth | 40,28% |
| Invesco Global Consumer Trends | 19,78% |
| Echiquier Artificial Intelligence B EUR | 37,15% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,48% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -12,80% |
| MS INVF Asia Opportunity | 1,12% |
| BNP PARIBAS ENERGY TRANSITION | -28,23% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,20% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 6,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,19% |
| DNCA Invest Eurose A EUR | 2,78% |
| Pictet – Atlas – P EUR : 2 | 3,02% |
| OMNIBOND | 4,23% |
| Sycomore Allocation Patrimoine R | 1,29% |
| Dorval Global Conservative | 1,52% |
| HELIUM INVEST | 1,86% |
| Federal Ethi-Patrimoine | 0,91% |
| Clartan Patrimoine C | 1,84% |
| Axiom Short Duration Bond Fund | 2,91% |
| Haas Epargne Patrimoine C | 1,81% |
| CANDRIAM Risk Arbitrage | 1,68% |
| Trusteam Optimum A | 0,88% |
| Durandal | 0,06% |
| G FUND - ALPHA FIXED INCOME | 2,74% |
| HELIUM FUND | 2,56% |
| Exane Pleiade Fund | 2,47% |
| Sanso Short Duration C | 1,75% |
| AIS Protect | -1,07% |
| CANDRIAM Patrimoine Obli Inter | 1,87% |
| Pluvalca Rentoblig | 1,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,06% |
| Stratégie Rendement | 2,41% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,79% |
| Dôm Reflex | 2,83% |
| NN Green Bond | -4,23% |
| Kirao Multicaps Alpha | -4,37% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,81% |
| H2O Multibonds | 10,86% |
| MS INVF US Growth | 11,61% |
| Invesco Global Consumer Trends | 4,83% |
| Echiquier Artificial Intelligence B EUR | 9,26% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -6,03% |
| MS INVF Asia Opportunity | -0,31% |
| BNP PARIBAS ENERGY TRANSITION | -20,50% |
