Discrète, familiale, haut de gamme, cette banque privée a pour ambitions d’accompagner les CGP sur la partie bancaire
Entretien avec Cédric Grabowski, Directeur du développement externe
Entretien avec Cédric Grabowski, Directeur du développement externe
L’assureur luxembourgeois organise son 12e Investment Forum près de Bruxelles sur le thème : « Le future de la gestion de fortune ».
Du pouvoir de nuisance d'un ancien salarié qui témoigne en faveur d'un souscripteur mécontent...
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,18% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 12,00% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
Pictet – Atlas – P EUR : 2 | 8,10% |
Montségur Croissance C | 7,41% |
Axiom Short Duration Bond Fund | 6,61% |
Haas Epargne Patrimoine C | 5,60% |
Stratégie Rendement | 5,37% |
Exane Pleiade Fund | 5,22% |
Sycomore Allocation Patrimoine R | 4,69% |
Pluvalca Rentoblig | 4,56% |
CANDRIAM Risk Arbitrage | 4,54% |
Trusteam Optimum A | 4,45% |
Dorval Global Conservative | 4,35% |
Federal Ethi-Patrimoine | 4,24% |
G FUND - ALPHA FIXED INCOME | 4,12% |
AIS Protect | 4,11% |
CANDRIAM Patrimoine Obli Inter | 3,96% |
Sanso Short Duration C | 3,87% |
NN Green Bond | 3,75% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
Clartan Patrimoine C | 3,47% |
HELIUM INVEST | 3,26% |
Dôm Reflex | 3,20% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,10% |
HELIUM FUND | 2,71% |
DNCA Invest Eurose A EUR | 2,40% |
Durandal | 2,08% |
Fonds | YTD |
---|---|
MS INVF US Growth | 50,33% |
Echiquier Artificial Intelligence B EUR | 36,16% |
Axiom European Banks Equity | 36,01% |
Invesco Global Consumer Trends | 29,62% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,91% |
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 | 0,25% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 1,19% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
Pictet – Atlas – P EUR : 2 | 1,45% |
Montségur Croissance C | -2,06% |
Axiom Short Duration Bond Fund | 0,28% |
Haas Epargne Patrimoine C | 0,33% |
Stratégie Rendement | 0,84% |
Exane Pleiade Fund | 0,98% |
Sycomore Allocation Patrimoine R | 0,23% |
Pluvalca Rentoblig | 0,55% |
CANDRIAM Risk Arbitrage | 0,57% |
Trusteam Optimum A | 0,17% |
Dorval Global Conservative | 0,67% |
Federal Ethi-Patrimoine | 0,38% |
G FUND - ALPHA FIXED INCOME | 0,13% |
AIS Protect | 0,26% |
CANDRIAM Patrimoine Obli Inter | 0,38% |
Sanso Short Duration C | 0,19% |
NN Green Bond | 1,38% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,54% |
Clartan Patrimoine C | -0,05% |
HELIUM INVEST | 0,83% |
Dôm Reflex | 0,44% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,53% |
HELIUM FUND | 0,32% |
DNCA Invest Eurose A EUR | -0,76% |
Durandal | -0,76% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 24,29% |
Echiquier Artificial Intelligence B EUR | 9,53% |
Axiom European Banks Equity | -1,41% |
Invesco Global Consumer Trends | 10,69% |
abrdn Global Real Estate Active Thematics UCITS ETF | 3,36% |
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 | 5,30% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 15,05% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
Pictet – Atlas – P EUR : 2 | 8,85% |
Montségur Croissance C | 9,53% |
Axiom Short Duration Bond Fund | 8,58% |
Haas Epargne Patrimoine C | 8,06% |
Stratégie Rendement | 8,57% |
Exane Pleiade Fund | 6,15% |
Sycomore Allocation Patrimoine R | 7,65% |
Pluvalca Rentoblig | 7,08% |
CANDRIAM Risk Arbitrage | 5,26% |
Trusteam Optimum A | 6,82% |
Dorval Global Conservative | 6,46% |
Federal Ethi-Patrimoine | 7,45% |
G FUND - ALPHA FIXED INCOME | 4,49% |
AIS Protect | 5,21% |
CANDRIAM Patrimoine Obli Inter | 5,19% |
Sanso Short Duration C | 4,56% |
NN Green Bond | 8,13% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,31% |
Clartan Patrimoine C | 5,41% |
HELIUM INVEST | 5,36% |
Dôm Reflex | 5,78% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,10% |
HELIUM FUND | 3,63% |
DNCA Invest Eurose A EUR | 4,45% |
Durandal | 3,16% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 74,10% |
Echiquier Artificial Intelligence B EUR | 47,79% |
Axiom European Banks Equity | 42,29% |
Invesco Global Consumer Trends | 36,35% |
abrdn Global Real Estate Active Thematics UCITS ETF | 23,06% |
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 | 4,59% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,43% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
Pictet – Atlas – P EUR : 2 | 6,06% |
Montségur Croissance C | 7,98% |
Axiom Short Duration Bond Fund | 6,29% |
Haas Epargne Patrimoine C | 4,43% |
Stratégie Rendement | 6,99% |
Exane Pleiade Fund | 2,96% |
Sycomore Allocation Patrimoine R | 5,64% |
Pluvalca Rentoblig | 5,26% |
CANDRIAM Risk Arbitrage | 3,06% |
Trusteam Optimum A | 5,15% |
Dorval Global Conservative | 3,16% |
Federal Ethi-Patrimoine | 5,09% |
G FUND - ALPHA FIXED INCOME | 3,95% |
AIS Protect | 1,60% |
CANDRIAM Patrimoine Obli Inter | 4,59% |
Sanso Short Duration C | 3,50% |
NN Green Bond | 3,99% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,61% |
Clartan Patrimoine C | 4,55% |
HELIUM INVEST | 4,96% |
Dôm Reflex | 4,60% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,87% |
HELIUM FUND | 3,85% |
DNCA Invest Eurose A EUR | 5,16% |
Durandal | 1,57% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 38,23% |
Echiquier Artificial Intelligence B EUR | 37,46% |
Axiom European Banks Equity | 34,49% |
Invesco Global Consumer Trends | 20,87% |
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 | 2,05% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,87% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
Pictet – Atlas – P EUR : 2 | 2,10% |
Montségur Croissance C | 1,74% |
Axiom Short Duration Bond Fund | 2,53% |
Haas Epargne Patrimoine C | 1,40% |
Stratégie Rendement | 2,69% |
Exane Pleiade Fund | 2,33% |
Sycomore Allocation Patrimoine R | 0,40% |
Pluvalca Rentoblig | 1,69% |
CANDRIAM Risk Arbitrage | 1,21% |
Trusteam Optimum A | 0,44% |
Dorval Global Conservative | 0,94% |
Federal Ethi-Patrimoine | 0,55% |
G FUND - ALPHA FIXED INCOME | 2,40% |
AIS Protect | -1,19% |
CANDRIAM Patrimoine Obli Inter | 1,67% |
Sanso Short Duration C | 1,49% |
NN Green Bond | -4,43% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
Clartan Patrimoine C | 1,94% |
HELIUM INVEST | 1,75% |
Dôm Reflex | 3,06% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,14% |
HELIUM FUND | 2,27% |
DNCA Invest Eurose A EUR | 2,95% |
Durandal | -0,05% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -7,83% |
Echiquier Artificial Intelligence B EUR | -4,63% |
Axiom European Banks Equity | 24,38% |
Invesco Global Consumer Trends | -4,62% |
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% |