Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Paris, le 15 juillet 2020 - Amiral Gestion, société de gestion indépendante (3 milliards d'euros d'actifs sous gestion), annonce la nomination de Borja Aguiar au poste de directeur commercial pour la péninsule ibérique.
Les rotations des styles d’investissement, que nous observons lorsque les investisseurs passent d’un style à un autre, ne datent pas d’hier. Au cours de la plupart des cycles, différents styles d’investissement – croissance, qualité et value – surperforment à différents stades, car les investisseurs achètent et vendent en fonction de leurs perspectives.
Allocation d’actifs, Invest Latitude Patrimoine, Equilibre, Absolu, … avec Constantin PAOLI, Directeur du Développement d’Invest AM.
Actualités de The New Financial Circle : retrouvez le balado avec Antoine Chapelle, Président de The New Financial Circle.
Paris, le 15 juillet 2020 – NextStage AM, l’un des pionniers et leaders du capital développement en France annonce la nomination d’Aloys de Fontaines, Julien Potier et Michaël Strauss-Kahn au poste d’Associé de NextStage AM.
Vontobel AM : Que faire lorsque, sous le coup d’un choc, les investisseurs assèchent la liquidité des marchés ?
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,19% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 4,59% |
| DNCA Invest Eurose A EUR | 1,02% |
| Exane Pleiade Fund | 0,91% |
| Haas Epargne Patrimoine C | 0,89% |
| OMNIBOND | 0,86% |
| Sycomore Allocation Patrimoine R | 0,83% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
| Durandal | 0,75% |
| Pictet – Atlas – P EUR : 2 | 0,72% |
| Federal Ethi-Patrimoine | 0,60% |
| HELIUM INVEST | 0,47% |
| Clartan Patrimoine C | 0,43% |
| Dorval Global Conservative | 0,36% |
| Axiom Short Duration Bond Fund | 0,34% |
| CANDRIAM Risk Arbitrage | 0,34% |
| G FUND - ALPHA FIXED INCOME | 0,27% |
| Trusteam Optimum A | 0,20% |
| HELIUM FUND | 0,18% |
| AIS Protect | 0,14% |
| CANDRIAM Patrimoine Obli Inter | 0,08% |
| Sanso Short Duration C | 0,05% |
| Pluvalca Rentoblig | -0,11% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
| Stratégie Rendement | -0,33% |
| Dôm Reflex | -0,36% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,42% |
| NN Green Bond | -0,53% |
| Kirao Multicaps Alpha | -1,10% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 6,74% |
| H2O Multibonds | 5,36% |
| MS INVF US Growth | 4,37% |
| BNP PARIBAS ENERGY TRANSITION | 3,82% |
| Invesco Global Consumer Trends | 3,70% |
| Echiquier Artificial Intelligence B EUR | 2,57% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,13% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| DNB Fund Renewable Energy | -1,07% |
| MS INVF Asia Opportunity | -3,55% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,23% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 4,43% |
| DNCA Invest Eurose A EUR | 1,36% |
| Exane Pleiade Fund | 0,95% |
| Haas Epargne Patrimoine C | 1,05% |
| OMNIBOND | 0,97% |
| Sycomore Allocation Patrimoine R | 0,93% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,57% |
| Durandal | 1,29% |
| Pictet – Atlas – P EUR : 2 | 0,45% |
| Federal Ethi-Patrimoine | 0,62% |
| HELIUM INVEST | 0,70% |
| Clartan Patrimoine C | 0,54% |
| Dorval Global Conservative | 0,51% |
| Axiom Short Duration Bond Fund | 0,44% |
| CANDRIAM Risk Arbitrage | 0,63% |
| G FUND - ALPHA FIXED INCOME | 0,30% |
| Trusteam Optimum A | 0,09% |
| HELIUM FUND | 0,64% |
| AIS Protect | 0,21% |
| CANDRIAM Patrimoine Obli Inter | 0,17% |
| Sanso Short Duration C | 0,16% |
| Pluvalca Rentoblig | -0,21% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,55% |
| Stratégie Rendement | -0,40% |
| Dôm Reflex | -0,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,51% |
| NN Green Bond | -0,94% |
| Kirao Multicaps Alpha | -0,27% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,07% |
| H2O Multibonds | 1,50% |
| MS INVF US Growth | 3,90% |
| BNP PARIBAS ENERGY TRANSITION | 3,41% |
| Invesco Global Consumer Trends | 6,51% |
| Echiquier Artificial Intelligence B EUR | 0,89% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 2,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| DNB Fund Renewable Energy | -0,47% |
| MS INVF Asia Opportunity | -5,06% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,65% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 12,10% |
| DNCA Invest Eurose A EUR | 4,55% |
| Exane Pleiade Fund | 7,05% |
| Haas Epargne Patrimoine C | 7,38% |
| OMNIBOND | 11,51% |
| Sycomore Allocation Patrimoine R | 6,59% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
| Durandal | 2,50% |
| Pictet – Atlas – P EUR : 2 | 9,03% |
| Federal Ethi-Patrimoine | 6,46% |
| HELIUM INVEST | 7,05% |
| Clartan Patrimoine C | 4,35% |
| Dorval Global Conservative | 4,69% |
| Axiom Short Duration Bond Fund | 6,84% |
| CANDRIAM Risk Arbitrage | 5,37% |
| G FUND - ALPHA FIXED INCOME | 4,29% |
| Trusteam Optimum A | 5,56% |
| HELIUM FUND | 4,29% |
| AIS Protect | 4,18% |
| CANDRIAM Patrimoine Obli Inter | 4,38% |
| Sanso Short Duration C | 4,02% |
| Pluvalca Rentoblig | 4,92% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,43% |
| Stratégie Rendement | 5,77% |
| Dôm Reflex | 3,55% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,12% |
| NN Green Bond | 4,16% |
| Kirao Multicaps Alpha | 2,70% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 58,48% |
| H2O Multibonds | -2,94% |
| MS INVF US Growth | 67,36% |
| BNP PARIBAS ENERGY TRANSITION | 6,10% |
| Invesco Global Consumer Trends | 40,07% |
| Echiquier Artificial Intelligence B EUR | 33,19% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 9,14% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,28% |
| DNB Fund Renewable Energy | -4,31% |
| MS INVF Asia Opportunity | 31,79% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,31% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,21% |
| DNCA Invest Eurose A EUR | 5,16% |
| Exane Pleiade Fund | 3,27% |
| Haas Epargne Patrimoine C | 4,67% |
| OMNIBOND | 9,83% |
| Sycomore Allocation Patrimoine R | 5,61% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,33% |
| Durandal | 2,68% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Federal Ethi-Patrimoine | 5,27% |
| HELIUM INVEST | 4,33% |
| Clartan Patrimoine C | 4,24% |
| Dorval Global Conservative | 2,90% |
| Axiom Short Duration Bond Fund | 5,73% |
| CANDRIAM Risk Arbitrage | 3,58% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| Trusteam Optimum A | 4,85% |
| HELIUM FUND | 3,44% |
| AIS Protect | 2,04% |
| CANDRIAM Patrimoine Obli Inter | 4,33% |
| Sanso Short Duration C | 3,57% |
| Pluvalca Rentoblig | 4,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,09% |
| Stratégie Rendement | 6,04% |
| Dôm Reflex | 4,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,70% |
| NN Green Bond | 3,51% |
| Kirao Multicaps Alpha | -0,79% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 34,23% |
| H2O Multibonds | 5,52% |
| MS INVF US Growth | 45,48% |
| BNP PARIBAS ENERGY TRANSITION | -24,20% |
| Invesco Global Consumer Trends | 24,58% |
| Echiquier Artificial Intelligence B EUR | 42,61% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,82% |
| DNB Fund Renewable Energy | -11,28% |
| MS INVF Asia Opportunity | 1,37% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,14% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 3,36% |
| DNCA Invest Eurose A EUR | 2,56% |
| Exane Pleiade Fund | 2,67% |
| Haas Epargne Patrimoine C | 1,72% |
| OMNIBOND | 4,13% |
| Sycomore Allocation Patrimoine R | 0,71% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,59% |
| Durandal | 0,21% |
| Pictet – Atlas – P EUR : 2 | 2,66% |
| Federal Ethi-Patrimoine | 0,77% |
| HELIUM INVEST | 1,76% |
| Clartan Patrimoine C | 1,51% |
| Dorval Global Conservative | 1,06% |
| Axiom Short Duration Bond Fund | 2,72% |
| CANDRIAM Risk Arbitrage | 1,63% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,65% |
| HELIUM FUND | 2,45% |
| AIS Protect | -1,57% |
| CANDRIAM Patrimoine Obli Inter | 1,68% |
| Sanso Short Duration C | 1,63% |
| Pluvalca Rentoblig | 1,83% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,86% |
| Stratégie Rendement | 2,32% |
| Dôm Reflex | 2,79% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,11% |
| NN Green Bond | -4,32% |
| Kirao Multicaps Alpha | -5,60% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,54% |
| H2O Multibonds | 10,49% |
| MS INVF US Growth | 6,98% |
| BNP PARIBAS ENERGY TRANSITION | -21,85% |
| Invesco Global Consumer Trends | 3,46% |
| Echiquier Artificial Intelligence B EUR | 6,32% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,93% |
| DNB Fund Renewable Energy | -6,65% |
| MS INVF Asia Opportunity | -2,51% |