Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Paris, le 26 février 2020 – Amiral Gestion, société de gestion indépendante avec 3,9 milliards d'euros d'encours sous gestion, annonce aujourd'hui l’arrivée au sein de ses équipes de Sandrine Melendez en charge des Relations Partenaires.
Genève, le 26 février 2020 - Pictet Alternative Advisors SA (PAA), société du groupe Pictet spécialisée dans la gestion alternative, annonce la fermeture à la souscription de son premier fonds axé sur les investissements immobiliers directs, Elevation I. Sursouscrit, le véhicule a atteint son plafond de EUR 700 millions, dépassant ainsi largement son objectif initial fixé à EUR 400 millions.
Pour structurer et renforcer le développement de sa filiale de promotion immobilière, Eric COSSERAT annonce la nomination de Nicolas JULLIEN au poste de Directeur général adjoint de PERIAL Développement. A ce titre, Nicolas JULLIEN entre au comité de direction du groupe.
Antoine Hamoir, gérant chez Candriam, nous explique l'intérêt de s'intéresser aux entreprises innovantes.
En décembre dernier, CPR Invest - Global Disruptive Opportunities franchissait le cap symbolique des 3 ans d’existence. A la clé, l’entrée immédiate dans le clan des fonds notés 5 étoiles par Morningstar. Retrouvez l'interview d'Estelle Ménard, réalisée à cette occasion.
Patrimoine24 donne la parole à Fundesys pour un commentaire sur un fonds ou sur l’actualité financière.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,17% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 5,00% |
| Haas Epargne Patrimoine C | 0,98% |
| DNCA Invest Eurose A EUR | 0,84% |
| Sycomore Allocation Patrimoine R | 0,82% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
| OMNIBOND | 0,79% |
| Exane Pleiade Fund | 0,78% |
| Pictet – Atlas – P EUR : 2 | 0,72% |
| Durandal | 0,66% |
| Federal Ethi-Patrimoine | 0,57% |
| Dorval Global Conservative | 0,48% |
| HELIUM INVEST | 0,38% |
| Clartan Patrimoine C | 0,38% |
| CANDRIAM Risk Arbitrage | 0,36% |
| Axiom Short Duration Bond Fund | 0,34% |
| G FUND - ALPHA FIXED INCOME | 0,25% |
| Trusteam Optimum A | 0,19% |
| HELIUM FUND | 0,16% |
| AIS Protect | 0,14% |
| CANDRIAM Patrimoine Obli Inter | 0,07% |
| Sanso Short Duration C | 0,05% |
| Pluvalca Rentoblig | -0,14% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,33% |
| Stratégie Rendement | -0,38% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,38% |
| Dôm Reflex | -0,42% |
| NN Green Bond | -0,63% |
| Kirao Multicaps Alpha | -1,52% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 5,90% |
| MS INVF US Growth | 5,52% |
| H2O Multibonds | 5,52% |
| Echiquier Artificial Intelligence B EUR | 3,84% |
| BNP PARIBAS ENERGY TRANSITION | 3,82% |
| Invesco Global Consumer Trends | 3,03% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,46% |
| DNB Fund Renewable Energy | -0,34% |
| MS INVF Asia Opportunity | -2,38% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,23% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 2,76% |
| Haas Epargne Patrimoine C | 0,86% |
| DNCA Invest Eurose A EUR | 0,94% |
| Sycomore Allocation Patrimoine R | 0,39% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,57% |
| OMNIBOND | 1,17% |
| Exane Pleiade Fund | 0,59% |
| Pictet – Atlas – P EUR : 2 | 0,45% |
| Durandal | 1,19% |
| Federal Ethi-Patrimoine | 0,15% |
| Dorval Global Conservative | 0,12% |
| HELIUM INVEST | 0,49% |
| Clartan Patrimoine C | 0,31% |
| CANDRIAM Risk Arbitrage | 0,60% |
| Axiom Short Duration Bond Fund | 0,44% |
| G FUND - ALPHA FIXED INCOME | 0,37% |
| Trusteam Optimum A | 0,23% |
| HELIUM FUND | 0,55% |
| AIS Protect | 0,26% |
| CANDRIAM Patrimoine Obli Inter | 0,14% |
| Sanso Short Duration C | 0,16% |
| Pluvalca Rentoblig | -0,37% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,55% |
| Stratégie Rendement | -0,67% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,00% |
| Dôm Reflex | -0,68% |
| NN Green Bond | -1,03% |
| Kirao Multicaps Alpha | -0,60% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 6,99% |
| MS INVF US Growth | 5,05% |
| H2O Multibonds | 1,60% |
| Echiquier Artificial Intelligence B EUR | -0,43% |
| BNP PARIBAS ENERGY TRANSITION | 3,41% |
| Invesco Global Consumer Trends | 5,82% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 2,94% |
| DNB Fund Renewable Energy | -1,78% |
| MS INVF Asia Opportunity | -3,90% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,73% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 14,66% |
| Haas Epargne Patrimoine C | 7,66% |
| DNCA Invest Eurose A EUR | 4,33% |
| Sycomore Allocation Patrimoine R | 6,86% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,95% |
| OMNIBOND | 11,68% |
| Exane Pleiade Fund | 7,53% |
| Pictet – Atlas – P EUR : 2 | 9,03% |
| Durandal | 2,85% |
| Federal Ethi-Patrimoine | 6,63% |
| Dorval Global Conservative | 4,93% |
| HELIUM INVEST | 5,92% |
| Clartan Patrimoine C | 4,37% |
| CANDRIAM Risk Arbitrage | 5,47% |
| Axiom Short Duration Bond Fund | 7,00% |
| G FUND - ALPHA FIXED INCOME | 4,35% |
| Trusteam Optimum A | 5,57% |
| HELIUM FUND | 4,27% |
| AIS Protect | 4,39% |
| CANDRIAM Patrimoine Obli Inter | 4,45% |
| Sanso Short Duration C | 4,02% |
| Pluvalca Rentoblig | 4,96% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,43% |
| Stratégie Rendement | 5,77% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,15% |
| Dôm Reflex | 3,53% |
| NN Green Bond | 4,06% |
| Kirao Multicaps Alpha | 2,20% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 58,76% |
| MS INVF US Growth | 69,21% |
| H2O Multibonds | -1,45% |
| Echiquier Artificial Intelligence B EUR | 38,98% |
| BNP PARIBAS ENERGY TRANSITION | 6,10% |
| Invesco Global Consumer Trends | 39,16% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,28% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,42% |
| DNB Fund Renewable Energy | -3,83% |
| MS INVF Asia Opportunity | 33,39% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,32% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 9,64% |
| Haas Epargne Patrimoine C | 4,59% |
| DNCA Invest Eurose A EUR | 5,02% |
| Sycomore Allocation Patrimoine R | 5,50% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,33% |
| OMNIBOND | 10,26% |
| Exane Pleiade Fund | 3,27% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Durandal | 2,77% |
| Federal Ethi-Patrimoine | 5,10% |
| Dorval Global Conservative | 2,88% |
| HELIUM INVEST | 4,42% |
| Clartan Patrimoine C | 4,02% |
| CANDRIAM Risk Arbitrage | 3,57% |
| Axiom Short Duration Bond Fund | 5,79% |
| G FUND - ALPHA FIXED INCOME | 4,15% |
| Trusteam Optimum A | 4,78% |
| HELIUM FUND | 3,46% |
| AIS Protect | 1,94% |
| CANDRIAM Patrimoine Obli Inter | 4,31% |
| Sanso Short Duration C | 3,57% |
| Pluvalca Rentoblig | 4,79% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,09% |
| Stratégie Rendement | 6,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,61% |
| Dôm Reflex | 3,92% |
| NN Green Bond | 3,46% |
| Kirao Multicaps Alpha | -1,38% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 33,68% |
| MS INVF US Growth | 46,28% |
| H2O Multibonds | 5,02% |
| Echiquier Artificial Intelligence B EUR | 43,15% |
| BNP PARIBAS ENERGY TRANSITION | -24,20% |
| Invesco Global Consumer Trends | 24,18% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -12,06% |
| MS INVF Asia Opportunity | 1,99% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,13% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 3,57% |
| Haas Epargne Patrimoine C | 1,69% |
| DNCA Invest Eurose A EUR | 2,40% |
| Sycomore Allocation Patrimoine R | 0,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,59% |
| OMNIBOND | 4,13% |
| Exane Pleiade Fund | 2,39% |
| Pictet – Atlas – P EUR : 2 | 2,66% |
| Durandal | 0,09% |
| Federal Ethi-Patrimoine | 0,73% |
| Dorval Global Conservative | 0,96% |
| HELIUM INVEST | 1,73% |
| Clartan Patrimoine C | 1,43% |
| CANDRIAM Risk Arbitrage | 1,64% |
| Axiom Short Duration Bond Fund | 2,73% |
| G FUND - ALPHA FIXED INCOME | 2,71% |
| Trusteam Optimum A | 0,62% |
| HELIUM FUND | 2,45% |
| AIS Protect | -1,87% |
| CANDRIAM Patrimoine Obli Inter | 1,61% |
| Sanso Short Duration C | 1,63% |
| Pluvalca Rentoblig | 1,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,86% |
| Stratégie Rendement | 2,29% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,14% |
| Dôm Reflex | 2,76% |
| NN Green Bond | -4,27% |
| Kirao Multicaps Alpha | -5,75% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 21,36% |
| MS INVF US Growth | 5,09% |
| H2O Multibonds | 10,97% |
| Echiquier Artificial Intelligence B EUR | 5,34% |
| BNP PARIBAS ENERGY TRANSITION | -21,85% |
| Invesco Global Consumer Trends | 2,73% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,93% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| DNB Fund Renewable Energy | -7,81% |
| MS INVF Asia Opportunity | -2,54% |
