Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Edmond de Rothschild Corporate Finance poursuit son développement et annonce l’arrivée de 4 collaborateurs pour soutenir la dynamique actuelle de l’équipe. Après 33 transactions réalisées en 2019, l’équipe Corporate Finance a réalisé 15 transactions depuis le début de l’année 2020 dans un contexte marqué par la crise sanitaire.
L'Inde reste aux prises avec l'épidémie de Covid-19. Le pays enregistre le plus grand nombre de nouveaux cas confirmés par jour et, plus important encore, il n'a pas réussi à aplatir la courbe.
Balado avec Quentin Nansot, Directeur des partenariats CGP chez Marigny Capital.
Une contribution à la transition énergétique vers une faible émission carbone en investissant dans des entreprises qui se consacrent à la recherche de solutions pour lutter contre le changement climatique.
Résumé du premier semestre, situation des marchés financiers, lancement de fonds, … avec Clément Duval, Directeur Commercial France, à Keren Finance.
Analyse des obligations européennes, avec David ZAHN, Head of European Fixed Income chez Franklin Templeton.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,27% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 3,51% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,82% |
| Pictet – Atlas – P EUR : 2 | 1,23% |
| DNCA Invest Eurose A EUR | 1,21% |
| Sycomore Allocation Patrimoine R | 1,16% |
| OMNIBOND | 1,13% |
| Dorval Global Conservative | 0,85% |
| HELIUM INVEST | 0,77% |
| Federal Ethi-Patrimoine | 0,73% |
| Clartan Patrimoine C | 0,64% |
| HELIUM FUND | 0,62% |
| Haas Epargne Patrimoine C | 0,61% |
| Axiom Short Duration Bond Fund | 0,55% |
| Durandal | 0,53% |
| Trusteam Optimum A | 0,51% |
| Exane Pleiade Fund | 0,45% |
| G FUND - ALPHA FIXED INCOME | 0,36% |
| CANDRIAM Risk Arbitrage | 0,25% |
| Sanso Short Duration C | 0,24% |
| AIS Protect | 0,21% |
| CANDRIAM Patrimoine Obli Inter | 0,13% |
| Pluvalca Rentoblig | -0,11% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,26% |
| Kirao Multicaps Alpha | -0,26% |
| Stratégie Rendement | -0,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,34% |
| Dôm Reflex | -0,44% |
| NN Green Bond | -0,75% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 9,09% |
| H2O Multibonds | 8,45% |
| MS INVF US Growth | 7,19% |
| Echiquier Artificial Intelligence B EUR | 6,58% |
| Invesco Global Consumer Trends | 4,50% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,96% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
| BNP PARIBAS ENERGY TRANSITION | -1,10% |
| MS INVF Asia Opportunity | -1,67% |
| DNB Fund Renewable Energy | -2,64% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,29% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 2,71% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,13% |
| Pictet – Atlas – P EUR : 2 | 1,15% |
| DNCA Invest Eurose A EUR | 1,38% |
| Sycomore Allocation Patrimoine R | 1,35% |
| OMNIBOND | 1,34% |
| Dorval Global Conservative | 0,72% |
| HELIUM INVEST | 0,82% |
| Federal Ethi-Patrimoine | 0,92% |
| Clartan Patrimoine C | 0,73% |
| HELIUM FUND | 0,85% |
| Haas Epargne Patrimoine C | 0,71% |
| Axiom Short Duration Bond Fund | 0,61% |
| Durandal | 0,79% |
| Trusteam Optimum A | 0,61% |
| Exane Pleiade Fund | 0,41% |
| G FUND - ALPHA FIXED INCOME | 0,39% |
| CANDRIAM Risk Arbitrage | 0,37% |
| Sanso Short Duration C | 0,30% |
| AIS Protect | 0,23% |
| CANDRIAM Patrimoine Obli Inter | 0,16% |
| Pluvalca Rentoblig | 0,00% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,13% |
| Kirao Multicaps Alpha | -0,11% |
| Stratégie Rendement | -0,18% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,22% |
| Dôm Reflex | -0,34% |
| NN Green Bond | -0,59% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,85% |
| H2O Multibonds | 7,09% |
| MS INVF US Growth | 4,96% |
| Echiquier Artificial Intelligence B EUR | 5,07% |
| Invesco Global Consumer Trends | 3,25% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
| BNP PARIBAS ENERGY TRANSITION | -2,30% |
| MS INVF Asia Opportunity | -2,31% |
| DNB Fund Renewable Energy | -3,08% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,50% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 7,53% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,66% |
| Pictet – Atlas – P EUR : 2 | 8,94% |
| DNCA Invest Eurose A EUR | 4,33% |
| Sycomore Allocation Patrimoine R | 6,05% |
| OMNIBOND | 10,97% |
| Dorval Global Conservative | 4,74% |
| HELIUM INVEST | 6,33% |
| Federal Ethi-Patrimoine | 5,62% |
| Clartan Patrimoine C | 4,18% |
| HELIUM FUND | 4,28% |
| Haas Epargne Patrimoine C | 6,11% |
| Axiom Short Duration Bond Fund | 6,63% |
| Durandal | 2,00% |
| Trusteam Optimum A | 5,26% |
| Exane Pleiade Fund | 5,74% |
| G FUND - ALPHA FIXED INCOME | 4,16% |
| CANDRIAM Risk Arbitrage | 5,06% |
| Sanso Short Duration C | 4,06% |
| AIS Protect | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 4,36% |
| Pluvalca Rentoblig | 4,57% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| Kirao Multicaps Alpha | 1,95% |
| Stratégie Rendement | 5,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,50% |
| Dôm Reflex | 3,09% |
| NN Green Bond | 3,02% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 56,83% |
| H2O Multibonds | 0,04% |
| MS INVF US Growth | 64,62% |
| Echiquier Artificial Intelligence B EUR | 36,55% |
| Invesco Global Consumer Trends | 38,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,98% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
| BNP PARIBAS ENERGY TRANSITION | -3,24% |
| MS INVF Asia Opportunity | 31,86% |
| DNB Fund Renewable Energy | -9,25% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,23% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 9,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,86% |
| Pictet – Atlas – P EUR : 2 | 6,36% |
| DNCA Invest Eurose A EUR | 4,88% |
| Sycomore Allocation Patrimoine R | 5,37% |
| OMNIBOND | 9,57% |
| Dorval Global Conservative | 2,91% |
| HELIUM INVEST | 4,40% |
| Federal Ethi-Patrimoine | 5,14% |
| Clartan Patrimoine C | 4,10% |
| HELIUM FUND | 3,64% |
| Haas Epargne Patrimoine C | 4,34% |
| Axiom Short Duration Bond Fund | 5,55% |
| Durandal | 2,42% |
| Trusteam Optimum A | 4,88% |
| Exane Pleiade Fund | 2,91% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| CANDRIAM Risk Arbitrage | 3,55% |
| Sanso Short Duration C | 3,60% |
| AIS Protect | 2,20% |
| CANDRIAM Patrimoine Obli Inter | 4,36% |
| Pluvalca Rentoblig | 4,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,78% |
| Kirao Multicaps Alpha | -0,43% |
| Stratégie Rendement | 5,93% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,13% |
| Dôm Reflex | 3,91% |
| NN Green Bond | 3,60% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 31,98% |
| H2O Multibonds | 7,14% |
| MS INVF US Growth | 41,42% |
| Echiquier Artificial Intelligence B EUR | 40,20% |
| Invesco Global Consumer Trends | 21,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -27,18% |
| MS INVF Asia Opportunity | 2,06% |
| DNB Fund Renewable Energy | -12,75% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,24% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 5,34% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,26% |
| Pictet – Atlas – P EUR : 2 | 3,05% |
| DNCA Invest Eurose A EUR | 2,90% |
| Sycomore Allocation Patrimoine R | 1,49% |
| OMNIBOND | 4,31% |
| Dorval Global Conservative | 1,48% |
| HELIUM INVEST | 2,05% |
| Federal Ethi-Patrimoine | 1,03% |
| Clartan Patrimoine C | 1,91% |
| HELIUM FUND | 2,64% |
| Haas Epargne Patrimoine C | 1,92% |
| Axiom Short Duration Bond Fund | 2,91% |
| Durandal | 0,02% |
| Trusteam Optimum A | 0,97% |
| Exane Pleiade Fund | 2,59% |
| G FUND - ALPHA FIXED INCOME | 2,73% |
| CANDRIAM Risk Arbitrage | 1,58% |
| Sanso Short Duration C | 1,78% |
| AIS Protect | -1,24% |
| CANDRIAM Patrimoine Obli Inter | 1,93% |
| Pluvalca Rentoblig | 1,89% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
| Kirao Multicaps Alpha | -4,09% |
| Stratégie Rendement | 2,47% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,74% |
| Dôm Reflex | 2,87% |
| NN Green Bond | -4,24% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 23,65% |
| H2O Multibonds | 11,46% |
| MS INVF US Growth | 12,11% |
| Echiquier Artificial Intelligence B EUR | 9,22% |
| Invesco Global Consumer Trends | 5,66% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -19,73% |
| MS INVF Asia Opportunity | 0,30% |
| DNB Fund Renewable Energy | -5,99% |
