Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Écoutez notre podcast avec Arthur DAVID-BOYET, Relationship Manager - Distribution & Institutional chez ABN AMRO Investment Solutions.
Ce podcast a été enregistré avant les récents évènements affectant le secteur bancaire.
L’ensemble des informations relatives aux fonds évoqués, notamment la politique d’investissement, leurs risques et leurs frais, est disponible sur le site ABN AMRO Investment Solutions.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,14% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,93% |
| Montségur Croissance C | 8,70% |
| Pictet – Atlas – P EUR : 2 | 7,45% |
| Axiom Short Duration Bond Fund | 6,49% |
| Haas Epargne Patrimoine C | 5,70% |
| Exane Pleiade Fund | 5,14% |
| Stratégie Rendement | 4,93% |
| Sycomore Allocation Patrimoine R | 4,76% |
| Pluvalca Rentoblig | 4,32% |
| CANDRIAM Risk Arbitrage | 4,26% |
| Trusteam Optimum A | 4,20% |
| Dorval Global Conservative | 4,08% |
| G FUND - ALPHA FIXED INCOME | 4,08% |
| AIS Protect | 4,01% |
| Federal Ethi-Patrimoine | 4,00% |
| Sanso Short Duration C | 3,89% |
| CANDRIAM Patrimoine Obli Inter | 3,79% |
| Clartan Patrimoine C | 3,35% |
| DNCA Invest Eurose A EUR | 3,14% |
| Durandal | 3,08% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,94% |
| Dôm Reflex | 2,85% |
| NN Green Bond | 2,69% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,61% |
| HELIUM INVEST | 2,57% |
| HELIUM FUND | 2,44% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 41,13% |
| MS INVF US Growth | 35,44% |
| Echiquier Artificial Intelligence B EUR | 33,93% |
| Invesco Global Consumer Trends | 24,99% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,37% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,82% |
| DNB Fund Renewable Energy | -12,31% |
| BNP PARIBAS ENERGY TRANSITION | -12,36% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,40% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,15% |
| Montségur Croissance C | -2,78% |
| Pictet – Atlas – P EUR : 2 | 0,68% |
| Axiom Short Duration Bond Fund | 0,43% |
| Haas Epargne Patrimoine C | 0,11% |
| Exane Pleiade Fund | 0,97% |
| Stratégie Rendement | 0,83% |
| Sycomore Allocation Patrimoine R | 0,23% |
| Pluvalca Rentoblig | 0,77% |
| CANDRIAM Risk Arbitrage | 0,27% |
| Trusteam Optimum A | 0,10% |
| Dorval Global Conservative | -0,04% |
| G FUND - ALPHA FIXED INCOME | 0,33% |
| AIS Protect | 0,28% |
| Federal Ethi-Patrimoine | -0,06% |
| Sanso Short Duration C | 0,46% |
| CANDRIAM Patrimoine Obli Inter | 0,39% |
| Clartan Patrimoine C | -0,07% |
| DNCA Invest Eurose A EUR | 0,08% |
| Durandal | -0,14% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,35% |
| Dôm Reflex | 0,33% |
| NN Green Bond | 0,22% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,38% |
| HELIUM INVEST | 0,38% |
| HELIUM FUND | 0,29% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 1,48% |
| MS INVF US Growth | 14,46% |
| Echiquier Artificial Intelligence B EUR | 7,16% |
| Invesco Global Consumer Trends | 9,49% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,80% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,13% |
| DNB Fund Renewable Energy | -7,74% |
| BNP PARIBAS ENERGY TRANSITION | 1,61% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,61% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,43% |
| Montségur Croissance C | 13,34% |
| Pictet – Atlas – P EUR : 2 | 8,49% |
| Axiom Short Duration Bond Fund | 8,91% |
| Haas Epargne Patrimoine C | 8,62% |
| Exane Pleiade Fund | 6,00% |
| Stratégie Rendement | 8,70% |
| Sycomore Allocation Patrimoine R | 8,37% |
| Pluvalca Rentoblig | 7,22% |
| CANDRIAM Risk Arbitrage | 5,36% |
| Trusteam Optimum A | 7,11% |
| Dorval Global Conservative | 6,64% |
| G FUND - ALPHA FIXED INCOME | 4,62% |
| AIS Protect | 5,30% |
| Federal Ethi-Patrimoine | 7,65% |
| Sanso Short Duration C | 4,65% |
| CANDRIAM Patrimoine Obli Inter | 5,33% |
| Clartan Patrimoine C | 5,56% |
| DNCA Invest Eurose A EUR | 5,66% |
| Durandal | 4,67% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,74% |
| Dôm Reflex | 5,79% |
| NN Green Bond | 8,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,62% |
| HELIUM INVEST | 4,96% |
| HELIUM FUND | 3,78% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 49,92% |
| MS INVF US Growth | 56,81% |
| Echiquier Artificial Intelligence B EUR | 47,19% |
| Invesco Global Consumer Trends | 31,32% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 26,12% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,77% |
| DNB Fund Renewable Energy | 6,55% |
| BNP PARIBAS ENERGY TRANSITION | 2,05% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,81% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,28% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,29% |
| Montségur Croissance C | 9,05% |
| Pictet – Atlas – P EUR : 2 | 5,80% |
| Axiom Short Duration Bond Fund | 6,75% |
| Haas Epargne Patrimoine C | 4,95% |
| Exane Pleiade Fund | 3,04% |
| Stratégie Rendement | 7,28% |
| Sycomore Allocation Patrimoine R | 5,91% |
| Pluvalca Rentoblig | 5,57% |
| CANDRIAM Risk Arbitrage | 2,98% |
| Trusteam Optimum A | 5,39% |
| Dorval Global Conservative | 3,18% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,81% |
| Federal Ethi-Patrimoine | 5,48% |
| Sanso Short Duration C | 3,65% |
| CANDRIAM Patrimoine Obli Inter | 4,72% |
| Clartan Patrimoine C | 4,84% |
| DNCA Invest Eurose A EUR | 6,03% |
| Durandal | 2,81% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,07% |
| Dôm Reflex | 5,02% |
| NN Green Bond | 4,32% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,43% |
| HELIUM INVEST | 4,94% |
| HELIUM FUND | 3,96% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,85% |
| MS INVF US Growth | 25,44% |
| Echiquier Artificial Intelligence B EUR | 34,77% |
| Invesco Global Consumer Trends | 16,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,53% |
| DNB Fund Renewable Energy | -10,90% |
| BNP PARIBAS ENERGY TRANSITION | -24,46% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,49% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,98% |
| Montségur Croissance C | -0,11% |
| Pictet – Atlas – P EUR : 2 | 1,78% |
| Axiom Short Duration Bond Fund | 2,42% |
| Haas Epargne Patrimoine C | 1,01% |
| Exane Pleiade Fund | 2,30% |
| Stratégie Rendement | 2,37% |
| Sycomore Allocation Patrimoine R | -0,13% |
| Pluvalca Rentoblig | 1,42% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Trusteam Optimum A | 0,14% |
| Dorval Global Conservative | 0,55% |
| G FUND - ALPHA FIXED INCOME | 2,38% |
| AIS Protect | -1,49% |
| Federal Ethi-Patrimoine | 0,13% |
| Sanso Short Duration C | 1,44% |
| CANDRIAM Patrimoine Obli Inter | 1,50% |
| Clartan Patrimoine C | 1,33% |
| DNCA Invest Eurose A EUR | 2,55% |
| Durandal | 0,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,44% |
| Dôm Reflex | 2,81% |
| NN Green Bond | -4,75% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,43% |
| HELIUM INVEST | 1,59% |
| HELIUM FUND | 2,16% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,21% |
| MS INVF US Growth | -12,47% |
| Echiquier Artificial Intelligence B EUR | -7,20% |
| Invesco Global Consumer Trends | -7,76% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,96% |
| DNB Fund Renewable Energy | -10,07% |
| BNP PARIBAS ENERGY TRANSITION | -31,07% |