Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Alors que le premier mois de l’année se terminait cette semaine, force est de constater que l’optimisme de la fin 2019 qui s’était, comme d’accoutumée, reporté sur le consensus 2020 a fait long feu…
Les CGP : architectes de l’épargne financière des Français.
CHAHINE CAPITAL, société de gestion pionnière en Europe de la gestion quantitative Momentum actions, annonce le lancement de Digital Market Neutral Europe, son nouveau fonds « Long/Short Equity Market Neutral » exploitant un modèle quantitatif appliqué aux actions européennes.
Invité de BFM Business, Frédéric Lorenzini fait un focus sur l'UpLift Private Equity.
Sébastien Bareau, Président de Patrimo Portage, propose une conférence pour les conseillers en gestion de Patrimoine dont le thème sera « Comment faire de son cerveau un allié ? ». Prévu le mardi 4 février, à 18h40, à l’IMSI.
On oublie trop souvent qu’en matière de LMNP, le marché secondaire quoiqu’encore discret est néanmoins bien vivace : selon Etienne Jacquot du cabinet RevenuPierre « ce sont chaque année quelque 3.000 lots qui changent de main sur un stock de l’ordre de 350.000 unités ».
| 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% |
