Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Dans un contexte de remontée des taux, nous vous proposons de découvrir la stratégie de placement « buy & hold », avec Cyrille de La Chaise, Responsable Relations Asset Managers.
Dans quel cadre adopter cette stratégie d’investissement passive ?
Quels critères prendre en compte dans la constitution des portefeuilles ?
Quelles sont les zones géographiques couvertes et points d’attention associés ?
Pour accéder au site, cliquez ICI.
Dans un contexte de remontée des taux, nous vous proposons de découvrir la stratégie de placement « buy & hold », avec Cyrille de La Chaise, Responsable Relations Asset Managers.
Dans quel cadre adopter cette stratégie d’investissement passive ?
Quels critères prendre en compte dans la constitution des portefeuilles ?
Quelles sont les zones géographiques couvertes et points d’attention associés ?
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,10% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,88% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,69% |
| Pictet – Atlas – P EUR : 2 | 7,44% |
| Axiom Short Duration Bond Fund | 6,50% |
| Montségur Croissance C | 6,39% |
| Haas Epargne Patrimoine C | 5,34% |
| Exane Pleiade Fund | 5,23% |
| Stratégie Rendement | 4,92% |
| CANDRIAM Risk Arbitrage | 4,40% |
| Sycomore Allocation Patrimoine R | 4,35% |
| Pluvalca Rentoblig | 4,22% |
| G FUND - ALPHA FIXED INCOME | 4,06% |
| AIS Protect | 4,04% |
| Trusteam Optimum A | 3,91% |
| Dorval Global Conservative | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 3,85% |
| Sanso Short Duration C | 3,84% |
| Federal Ethi-Patrimoine | 3,75% |
| Clartan Patrimoine C | 3,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,11% |
| HELIUM INVEST | 3,00% |
| DNCA Invest Eurose A EUR | 2,99% |
| Durandal | 2,94% |
| Dôm Reflex | 2,78% |
| NN Green Bond | 2,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,51% |
| HELIUM FUND | 2,47% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 44,16% |
| Axiom European Banks Equity | 40,77% |
| Echiquier Artificial Intelligence B EUR | 32,87% |
| Invesco Global Consumer Trends | 28,99% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,45% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -13,17% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,20% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,12% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,65% |
| Pictet – Atlas – P EUR : 2 | 0,62% |
| Axiom Short Duration Bond Fund | 0,24% |
| Montségur Croissance C | -3,33% |
| Haas Epargne Patrimoine C | -0,40% |
| Exane Pleiade Fund | 1,18% |
| Stratégie Rendement | 0,29% |
| CANDRIAM Risk Arbitrage | 0,09% |
| Sycomore Allocation Patrimoine R | -0,47% |
| Pluvalca Rentoblig | 0,16% |
| G FUND - ALPHA FIXED INCOME | 0,22% |
| AIS Protect | 0,25% |
| Trusteam Optimum A | -0,46% |
| Dorval Global Conservative | -0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,31% |
| Sanso Short Duration C | 0,23% |
| Federal Ethi-Patrimoine | -0,49% |
| Clartan Patrimoine C | -0,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,20% |
| HELIUM INVEST | 0,73% |
| DNCA Invest Eurose A EUR | -0,52% |
| Durandal | -0,61% |
| Dôm Reflex | -0,13% |
| NN Green Bond | -0,38% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
| HELIUM FUND | 0,23% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 22,50% |
| Axiom European Banks Equity | -0,29% |
| Echiquier Artificial Intelligence B EUR | 7,06% |
| Invesco Global Consumer Trends | 13,09% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -1,48% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,04% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -7,20% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,47% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,50% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,05% |
| Pictet – Atlas – P EUR : 2 | 8,25% |
| Axiom Short Duration Bond Fund | 8,56% |
| Montségur Croissance C | 9,56% |
| Haas Epargne Patrimoine C | 7,96% |
| Exane Pleiade Fund | 5,93% |
| Stratégie Rendement | 8,48% |
| CANDRIAM Risk Arbitrage | 5,42% |
| Sycomore Allocation Patrimoine R | 7,54% |
| Pluvalca Rentoblig | 6,90% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| AIS Protect | 5,30% |
| Trusteam Optimum A | 6,48% |
| Dorval Global Conservative | 6,14% |
| CANDRIAM Patrimoine Obli Inter | 5,23% |
| Sanso Short Duration C | 4,53% |
| Federal Ethi-Patrimoine | 7,16% |
| Clartan Patrimoine C | 5,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,03% |
| HELIUM INVEST | 5,10% |
| DNCA Invest Eurose A EUR | 5,24% |
| Durandal | 4,36% |
| Dôm Reflex | 5,62% |
| NN Green Bond | 7,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,36% |
| HELIUM FUND | 3,72% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 67,97% |
| Axiom European Banks Equity | 46,47% |
| Echiquier Artificial Intelligence B EUR | 46,29% |
| Invesco Global Consumer Trends | 36,44% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 27,46% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,03% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | 0,31% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,06% |
| Pictet – Atlas – P EUR : 2 | 5,70% |
| Axiom Short Duration Bond Fund | 6,47% |
| Montségur Croissance C | 8,06% |
| Haas Epargne Patrimoine C | 4,59% |
| Exane Pleiade Fund | 2,80% |
| Stratégie Rendement | 7,11% |
| CANDRIAM Risk Arbitrage | 3,04% |
| Sycomore Allocation Patrimoine R | 5,80% |
| Pluvalca Rentoblig | 5,47% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,73% |
| Trusteam Optimum A | 5,22% |
| Dorval Global Conservative | 3,10% |
| CANDRIAM Patrimoine Obli Inter | 4,85% |
| Sanso Short Duration C | 3,60% |
| Federal Ethi-Patrimoine | 5,12% |
| Clartan Patrimoine C | 4,85% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,69% |
| HELIUM INVEST | 5,02% |
| DNCA Invest Eurose A EUR | 5,99% |
| Durandal | 2,24% |
| Dôm Reflex | 4,68% |
| NN Green Bond | 3,81% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,07% |
| HELIUM FUND | 3,88% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 33,79% |
| Axiom European Banks Equity | 39,01% |
| Echiquier Artificial Intelligence B EUR | 35,91% |
| Invesco Global Consumer Trends | 19,89% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,22% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -10,06% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,92% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,38% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,81% |
| Pictet – Atlas – P EUR : 2 | 1,58% |
| Axiom Short Duration Bond Fund | 2,46% |
| Montségur Croissance C | -0,69% |
| Haas Epargne Patrimoine C | 0,87% |
| Exane Pleiade Fund | 2,26% |
| Stratégie Rendement | 2,42% |
| CANDRIAM Risk Arbitrage | 1,18% |
| Sycomore Allocation Patrimoine R | -0,21% |
| Pluvalca Rentoblig | 1,40% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| AIS Protect | -1,43% |
| Trusteam Optimum A | 0,06% |
| Dorval Global Conservative | 0,53% |
| CANDRIAM Patrimoine Obli Inter | 1,57% |
| Sanso Short Duration C | 1,42% |
| Federal Ethi-Patrimoine | 0,07% |
| Clartan Patrimoine C | 1,55% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,42% |
| HELIUM INVEST | 1,72% |
| DNCA Invest Eurose A EUR | 2,68% |
| Durandal | 0,05% |
| Dôm Reflex | 2,79% |
| NN Green Bond | -5,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,34% |
| HELIUM FUND | 2,19% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -11,01% |
| Axiom European Banks Equity | 23,37% |
| Echiquier Artificial Intelligence B EUR | -7,20% |
| Invesco Global Consumer Trends | -6,38% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,90% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,39% |
