Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Retrouvez notre interview avec David CHARLET, Président de l'Association professionnelle des entreprises de courtage et conseil en banque, finance et assurance (ANACOFI). Bilan sur le T1 2023 et projets pour l'année 2023.
Pour accéder au site, cliquez ICI.
Retrouvez notre interview avec David CHARLET, Président de l'Association professionnelle des entreprises de courtage et conseil en banque, finance et assurance (ANACOFI). Bilan sur le T1 2023 et projets pour l'année 2023.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,49% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,08% |
| Montségur Croissance C | 8,96% |
| Pictet – Atlas – P EUR : 2 | 8,62% |
| Axiom Short Duration Bond Fund | 7,05% |
| Exane Pleiade Fund | 5,86% |
| Haas Epargne Patrimoine C | 5,84% |
| Stratégie Rendement | 5,59% |
| Sycomore Allocation Patrimoine R | 5,24% |
| Pluvalca Rentoblig | 4,84% |
| CANDRIAM Risk Arbitrage | 4,79% |
| Trusteam Optimum A | 4,77% |
| Federal Ethi-Patrimoine | 4,55% |
| G FUND - ALPHA FIXED INCOME | 4,41% |
| CANDRIAM Patrimoine Obli Inter | 4,37% |
| AIS Protect | 4,33% |
| Sanso Short Duration C | 4,33% |
| HELIUM INVEST | 3,97% |
| Dorval Global Conservative | 3,77% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,57% |
| Clartan Patrimoine C | 3,53% |
| Dôm Reflex | 3,21% |
| NN Green Bond | 3,08% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,05% |
| HELIUM FUND | 2,85% |
| DNCA Invest Eurose A EUR | 2,55% |
| Durandal | 1,87% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 52,81% |
| Axiom European Banks Equity | 41,84% |
| Echiquier Artificial Intelligence B EUR | 39,57% |
| Invesco Global Consumer Trends | 33,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,35% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,57% |
| H2O Multibonds | -8,68% |
| BNP PARIBAS ENERGY TRANSITION | -15,15% |
| DNB Fund Renewable Energy | -15,69% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,30% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,07% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,90% |
| Montségur Croissance C | -0,02% |
| Pictet – Atlas – P EUR : 2 | 0,69% |
| Axiom Short Duration Bond Fund | 0,49% |
| Exane Pleiade Fund | 0,57% |
| Haas Epargne Patrimoine C | -0,05% |
| Stratégie Rendement | 0,44% |
| Sycomore Allocation Patrimoine R | 0,84% |
| Pluvalca Rentoblig | 0,34% |
| CANDRIAM Risk Arbitrage | 0,23% |
| Trusteam Optimum A | 0,45% |
| Federal Ethi-Patrimoine | 0,27% |
| G FUND - ALPHA FIXED INCOME | 0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,41% |
| AIS Protect | 0,24% |
| Sanso Short Duration C | 0,46% |
| HELIUM INVEST | 0,97% |
| Dorval Global Conservative | -0,53% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,22% |
| Clartan Patrimoine C | 0,02% |
| Dôm Reflex | 0,17% |
| NN Green Bond | -0,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,18% |
| HELIUM FUND | 0,30% |
| DNCA Invest Eurose A EUR | -0,37% |
| Durandal | -0,92% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 0,94% |
| Axiom European Banks Equity | 1,03% |
| Echiquier Artificial Intelligence B EUR | 0,28% |
| Invesco Global Consumer Trends | 2,47% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -5,20% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,63% |
| H2O Multibonds | -3,47% |
| BNP PARIBAS ENERGY TRANSITION | -7,64% |
| DNB Fund Renewable Energy | -3,24% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,58% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 13,07% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,53% |
| Montségur Croissance C | 8,92% |
| Pictet – Atlas – P EUR : 2 | 8,79% |
| Axiom Short Duration Bond Fund | 7,56% |
| Exane Pleiade Fund | 6,30% |
| Haas Epargne Patrimoine C | 5,87% |
| Stratégie Rendement | 5,67% |
| Sycomore Allocation Patrimoine R | 5,31% |
| Pluvalca Rentoblig | 4,86% |
| CANDRIAM Risk Arbitrage | 5,01% |
| Trusteam Optimum A | 4,85% |
| Federal Ethi-Patrimoine | 4,52% |
| G FUND - ALPHA FIXED INCOME | 4,51% |
| CANDRIAM Patrimoine Obli Inter | 4,24% |
| AIS Protect | 4,57% |
| Sanso Short Duration C | 4,37% |
| HELIUM INVEST | 4,17% |
| Dorval Global Conservative | 3,97% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,46% |
| Clartan Patrimoine C | 3,66% |
| Dôm Reflex | 3,18% |
| NN Green Bond | 2,69% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,22% |
| HELIUM FUND | 3,08% |
| DNCA Invest Eurose A EUR | 2,45% |
| Durandal | 1,72% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 53,62% |
| Axiom European Banks Equity | 42,41% |
| Echiquier Artificial Intelligence B EUR | 39,19% |
| Invesco Global Consumer Trends | 34,44% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,54% |
| H2O Multibonds | -8,71% |
| BNP PARIBAS ENERGY TRANSITION | -14,78% |
| DNB Fund Renewable Energy | -13,20% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,79% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,20% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,23% |
| Montségur Croissance C | 10,60% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Axiom Short Duration Bond Fund | 6,31% |
| Exane Pleiade Fund | 3,30% |
| Haas Epargne Patrimoine C | 5,08% |
| Stratégie Rendement | 7,26% |
| Sycomore Allocation Patrimoine R | 6,71% |
| Pluvalca Rentoblig | 5,77% |
| CANDRIAM Risk Arbitrage | 3,15% |
| Trusteam Optimum A | 5,55% |
| Federal Ethi-Patrimoine | 6,09% |
| G FUND - ALPHA FIXED INCOME | 4,02% |
| CANDRIAM Patrimoine Obli Inter | 4,86% |
| AIS Protect | 2,03% |
| Sanso Short Duration C | 3,67% |
| HELIUM INVEST | 5,02% |
| Dorval Global Conservative | 3,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,24% |
| Clartan Patrimoine C | 4,88% |
| Dôm Reflex | 4,84% |
| NN Green Bond | 5,09% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,65% |
| HELIUM FUND | 3,53% |
| DNCA Invest Eurose A EUR | 5,42% |
| Durandal | 1,39% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 48,65% |
| Axiom European Banks Equity | 37,47% |
| Echiquier Artificial Intelligence B EUR | 45,81% |
| Invesco Global Consumer Trends | 27,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,72% |
| H2O Multibonds | 5,26% |
| BNP PARIBAS ENERGY TRANSITION | -21,11% |
| DNB Fund Renewable Energy | -8,68% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,05% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 4,04% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,15% |
| Montségur Croissance C | 1,25% |
| Pictet – Atlas – P EUR : 2 | 2,06% |
| Axiom Short Duration Bond Fund | 2,73% |
| Exane Pleiade Fund | 2,69% |
| Haas Epargne Patrimoine C | 1,30% |
| Stratégie Rendement | 2,48% |
| Sycomore Allocation Patrimoine R | 0,64% |
| Pluvalca Rentoblig | 1,76% |
| CANDRIAM Risk Arbitrage | 1,36% |
| Trusteam Optimum A | 0,46% |
| Federal Ethi-Patrimoine | 0,49% |
| G FUND - ALPHA FIXED INCOME | 2,57% |
| CANDRIAM Patrimoine Obli Inter | 1,65% |
| AIS Protect | -1,81% |
| Sanso Short Duration C | 1,58% |
| HELIUM INVEST | 1,69% |
| Dorval Global Conservative | 0,67% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
| Clartan Patrimoine C | 1,61% |
| Dôm Reflex | 2,83% |
| NN Green Bond | -4,51% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,06% |
| HELIUM FUND | 2,27% |
| DNCA Invest Eurose A EUR | 2,60% |
| Durandal | -0,28% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -2,93% |
| Axiom European Banks Equity | 25,66% |
| Echiquier Artificial Intelligence B EUR | -1,63% |
| Invesco Global Consumer Trends | -1,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| H2O Multibonds | 9,63% |
| BNP PARIBAS ENERGY TRANSITION | -26,08% |
| DNB Fund Renewable Energy | -8,10% |
