Publication au JORF d'un décret mettant en œuvre la réforme du capital investissement et sa diffusion dans l'assurance vie prévue par les articles 72 et 73 de la loi Pacte. Analyse par Pascale Breton du site LegalNews.
“I can’t live with or without you”, chantait U2 dans les années 80. Aujourd’hui, on peut se demander si certains investisseurs, lorsqu’ils s’interrogent sur la durée potentielle de la hausse actuelle des marchés, n’éprouvent pas une ambivalence de sentiments similaire estime César Pérez Ruiz, responsable des investissements chez Pictet.
Mis en place depuis janvier 2019, le prélèvement à source a simplifié la fin des contribuables. Ce mécanisme permet toujours de bénéficier de crédit ou de réduction d'impôt voire de modifier son changement de taux d'impôt. Eclairage sur les démarches à suivre.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,23% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 12,24% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
Pictet – Atlas – P EUR : 2 | 8,13% |
Montségur Croissance C | 7,86% |
Axiom Short Duration Bond Fund | 6,67% |
Haas Epargne Patrimoine C | 5,84% |
Stratégie Rendement | 5,52% |
Exane Pleiade Fund | 5,47% |
Sycomore Allocation Patrimoine R | 4,84% |
Pluvalca Rentoblig | 4,73% |
CANDRIAM Risk Arbitrage | 4,58% |
Trusteam Optimum A | 4,57% |
Federal Ethi-Patrimoine | 4,45% |
Dorval Global Conservative | 4,43% |
AIS Protect | 4,14% |
G FUND - ALPHA FIXED INCOME | 4,12% |
CANDRIAM Patrimoine Obli Inter | 3,96% |
Sanso Short Duration C | 3,91% |
NN Green Bond | 3,75% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,54% |
Clartan Patrimoine C | 3,52% |
Dôm Reflex | 3,32% |
HELIUM INVEST | 3,28% |
HELIUM FUND | 2,72% |
DNCA Invest Eurose A EUR | 2,55% |
Durandal | 2,16% |
Fonds | YTD |
---|---|
MS INVF US Growth | 51,50% |
Axiom European Banks Equity | 37,36% |
Echiquier Artificial Intelligence B EUR | 36,25% |
Invesco Global Consumer Trends | 29,83% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,61% |
CANDRIAM Absolute Return Equity Market Neutral | 4,14% |
BNP PARIBAS ENERGY TRANSITION | -10,20% |
DNB Fund Renewable Energy | -11,35% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,29% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,34% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
Pictet – Atlas – P EUR : 2 | 1,33% |
Montségur Croissance C | -1,61% |
Axiom Short Duration Bond Fund | 0,34% |
Haas Epargne Patrimoine C | 0,48% |
Stratégie Rendement | 0,97% |
Exane Pleiade Fund | 1,17% |
Sycomore Allocation Patrimoine R | 0,24% |
Pluvalca Rentoblig | 0,65% |
CANDRIAM Risk Arbitrage | 0,46% |
Trusteam Optimum A | 0,22% |
Federal Ethi-Patrimoine | 0,48% |
Dorval Global Conservative | 0,59% |
AIS Protect | 0,28% |
G FUND - ALPHA FIXED INCOME | 0,15% |
CANDRIAM Patrimoine Obli Inter | 0,35% |
Sanso Short Duration C | 0,24% |
NN Green Bond | 1,38% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,54% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,87% |
Clartan Patrimoine C | -0,12% |
Dôm Reflex | 0,54% |
HELIUM INVEST | 0,80% |
HELIUM FUND | 0,31% |
DNCA Invest Eurose A EUR | -0,73% |
Durandal | -0,83% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 24,68% |
Axiom European Banks Equity | -1,31% |
Echiquier Artificial Intelligence B EUR | 9,93% |
Invesco Global Consumer Trends | 11,20% |
abrdn Global Real Estate Active Thematics UCITS ETF | 5,83% |
CANDRIAM Absolute Return Equity Market Neutral | 0,45% |
BNP PARIBAS ENERGY TRANSITION | 3,28% |
DNB Fund Renewable Energy | -5,83% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,32% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,13% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
Pictet – Atlas – P EUR : 2 | 8,83% |
Montségur Croissance C | 10,48% |
Axiom Short Duration Bond Fund | 8,61% |
Haas Epargne Patrimoine C | 8,22% |
Stratégie Rendement | 8,54% |
Exane Pleiade Fund | 6,18% |
Sycomore Allocation Patrimoine R | 7,79% |
Pluvalca Rentoblig | 7,09% |
CANDRIAM Risk Arbitrage | 5,30% |
Trusteam Optimum A | 6,86% |
Federal Ethi-Patrimoine | 7,47% |
Dorval Global Conservative | 6,48% |
AIS Protect | 5,26% |
G FUND - ALPHA FIXED INCOME | 4,51% |
CANDRIAM Patrimoine Obli Inter | 5,17% |
Sanso Short Duration C | 4,59% |
NN Green Bond | 8,13% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,31% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,47% |
Clartan Patrimoine C | 5,37% |
Dôm Reflex | 5,71% |
HELIUM INVEST | 5,42% |
HELIUM FUND | 3,65% |
DNCA Invest Eurose A EUR | 4,45% |
Durandal | 3,06% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 68,84% |
Axiom European Banks Equity | 43,33% |
Echiquier Artificial Intelligence B EUR | 46,48% |
Invesco Global Consumer Trends | 36,16% |
abrdn Global Real Estate Active Thematics UCITS ETF | 17,79% |
CANDRIAM Absolute Return Equity Market Neutral | 4,91% |
BNP PARIBAS ENERGY TRANSITION | 5,36% |
DNB Fund Renewable Energy | 2,58% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,63% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,49% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
Pictet – Atlas – P EUR : 2 | 6,09% |
Montségur Croissance C | 8,25% |
Axiom Short Duration Bond Fund | 6,35% |
Haas Epargne Patrimoine C | 4,59% |
Stratégie Rendement | 7,09% |
Exane Pleiade Fund | 3,02% |
Sycomore Allocation Patrimoine R | 5,85% |
Pluvalca Rentoblig | 5,39% |
CANDRIAM Risk Arbitrage | 3,12% |
Trusteam Optimum A | 5,24% |
Federal Ethi-Patrimoine | 5,24% |
Dorval Global Conservative | 3,32% |
AIS Protect | 1,64% |
G FUND - ALPHA FIXED INCOME | 3,94% |
CANDRIAM Patrimoine Obli Inter | 4,56% |
Sanso Short Duration C | 3,53% |
NN Green Bond | 3,99% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,61% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,09% |
Clartan Patrimoine C | 4,67% |
Dôm Reflex | 4,66% |
HELIUM INVEST | 4,97% |
HELIUM FUND | 3,85% |
DNCA Invest Eurose A EUR | 5,40% |
Durandal | 1,59% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 39,34% |
Axiom European Banks Equity | 36,26% |
Echiquier Artificial Intelligence B EUR | 37,86% |
Invesco Global Consumer Trends | 21,06% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
BNP PARIBAS ENERGY TRANSITION | -22,75% |
DNB Fund Renewable Energy | -9,66% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 2,06% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,94% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
Pictet – Atlas – P EUR : 2 | 2,11% |
Montségur Croissance C | 1,88% |
Axiom Short Duration Bond Fund | 2,55% |
Haas Epargne Patrimoine C | 1,48% |
Stratégie Rendement | 2,74% |
Exane Pleiade Fund | 2,41% |
Sycomore Allocation Patrimoine R | 0,45% |
Pluvalca Rentoblig | 1,75% |
CANDRIAM Risk Arbitrage | 1,24% |
Trusteam Optimum A | 0,48% |
Federal Ethi-Patrimoine | 0,61% |
Dorval Global Conservative | 0,97% |
AIS Protect | -1,18% |
G FUND - ALPHA FIXED INCOME | 2,40% |
CANDRIAM Patrimoine Obli Inter | 1,67% |
Sanso Short Duration C | 1,50% |
NN Green Bond | -4,43% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,28% |
Clartan Patrimoine C | 1,96% |
Dôm Reflex | 3,10% |
HELIUM INVEST | 1,76% |
HELIUM FUND | 2,27% |
DNCA Invest Eurose A EUR | 3,00% |
Durandal | -0,02% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -7,42% |
Axiom European Banks Equity | 24,79% |
Echiquier Artificial Intelligence B EUR | -4,61% |
Invesco Global Consumer Trends | -4,85% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,15% |
BNP PARIBAS ENERGY TRANSITION | -28,33% |
DNB Fund Renewable Energy | -8,45% |