Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Eva SARLAT, Responsable Relations Investisseurs chez ARBEVEL partage les principales actualités de la société de gestion d'actifs indépendante et entrepreneuriale. Retrouvez notre interview réalisée lors de la Convention ANACOFI 2023.
Pour accéder au site, cliquez ICI.
Eva SARLAT, Responsable Relations Investisseurs chez ARBEVEL partage les principales actualités de la société de gestion d'actifs indépendante et entrepreneuriale. Retrouvez notre interview réalisée lors de la Convention ANACOFI 2023.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,13% |
| BNP PARIBAS Diversipierre | -5,41% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,31% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,52% |
| Pictet – Atlas – P EUR : 2 | 7,56% |
| Montségur Croissance C | 7,27% |
| Axiom Short Duration Bond Fund | 6,55% |
| Haas Epargne Patrimoine C | 5,56% |
| Exane Pleiade Fund | 5,12% |
| Stratégie Rendement | 4,92% |
| Sycomore Allocation Patrimoine R | 4,55% |
| CANDRIAM Risk Arbitrage | 4,42% |
| Pluvalca Rentoblig | 4,25% |
| Dorval Global Conservative | 4,10% |
| G FUND - ALPHA FIXED INCOME | 4,07% |
| AIS Protect | 4,07% |
| Trusteam Optimum A | 3,98% |
| CANDRIAM Patrimoine Obli Inter | 3,89% |
| Federal Ethi-Patrimoine | 3,86% |
| Sanso Short Duration C | 3,82% |
| Clartan Patrimoine C | 3,31% |
| NN Green Bond | 3,11% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,00% |
| HELIUM INVEST | 2,96% |
| DNCA Invest Eurose A EUR | 2,87% |
| Dôm Reflex | 2,82% |
| Durandal | 2,67% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,58% |
| HELIUM FUND | 2,55% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 51,39% |
| Axiom European Banks Equity | 40,44% |
| Echiquier Artificial Intelligence B EUR | 37,36% |
| Invesco Global Consumer Trends | 30,60% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,13% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,78% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -12,86% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,25% |
| BNP PARIBAS Diversipierre | 0,17% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,78% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,38% |
| Pictet – Atlas – P EUR : 2 | 0,88% |
| Montségur Croissance C | -1,95% |
| Axiom Short Duration Bond Fund | 0,29% |
| Haas Epargne Patrimoine C | 0,09% |
| Exane Pleiade Fund | 1,04% |
| Stratégie Rendement | 0,44% |
| Sycomore Allocation Patrimoine R | -0,08% |
| CANDRIAM Risk Arbitrage | 0,13% |
| Pluvalca Rentoblig | 0,36% |
| Dorval Global Conservative | 0,11% |
| G FUND - ALPHA FIXED INCOME | 0,19% |
| AIS Protect | 0,27% |
| Trusteam Optimum A | -0,26% |
| CANDRIAM Patrimoine Obli Inter | 0,33% |
| Federal Ethi-Patrimoine | 0,04% |
| Sanso Short Duration C | 0,20% |
| Clartan Patrimoine C | -0,25% |
| NN Green Bond | 1,00% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,31% |
| HELIUM INVEST | 0,65% |
| DNCA Invest Eurose A EUR | -0,46% |
| Dôm Reflex | 0,11% |
| Durandal | -0,86% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,02% |
| HELIUM FUND | 0,28% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 28,68% |
| Axiom European Banks Equity | 0,68% |
| Echiquier Artificial Intelligence B EUR | 10,19% |
| Invesco Global Consumer Trends | 13,90% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,70% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,28% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -6,87% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,44% |
| BNP PARIBAS Diversipierre | -9,77% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,67% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,60% |
| Pictet – Atlas – P EUR : 2 | 8,33% |
| Montségur Croissance C | 10,08% |
| Axiom Short Duration Bond Fund | 8,63% |
| Haas Epargne Patrimoine C | 8,08% |
| Exane Pleiade Fund | 6,09% |
| Stratégie Rendement | 8,34% |
| Sycomore Allocation Patrimoine R | 7,73% |
| CANDRIAM Risk Arbitrage | 5,43% |
| Pluvalca Rentoblig | 6,91% |
| Dorval Global Conservative | 6,32% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| AIS Protect | 5,32% |
| Trusteam Optimum A | 6,55% |
| CANDRIAM Patrimoine Obli Inter | 5,22% |
| Federal Ethi-Patrimoine | 7,24% |
| Sanso Short Duration C | 4,55% |
| Clartan Patrimoine C | 5,36% |
| NN Green Bond | 7,96% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,06% |
| HELIUM INVEST | 5,01% |
| DNCA Invest Eurose A EUR | 5,07% |
| Dôm Reflex | 5,54% |
| Durandal | 4,11% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,12% |
| HELIUM FUND | 3,50% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 75,21% |
| Axiom European Banks Equity | 47,12% |
| Echiquier Artificial Intelligence B EUR | 49,10% |
| Invesco Global Consumer Trends | 37,03% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 22,55% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,71% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | -0,25% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| BNP PARIBAS Diversipierre | -10,42% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,31% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,47% |
| Pictet – Atlas – P EUR : 2 | 5,83% |
| Montségur Croissance C | 8,45% |
| Axiom Short Duration Bond Fund | 6,45% |
| Haas Epargne Patrimoine C | 4,63% |
| Exane Pleiade Fund | 2,91% |
| Stratégie Rendement | 7,09% |
| Sycomore Allocation Patrimoine R | 5,90% |
| CANDRIAM Risk Arbitrage | 3,05% |
| Pluvalca Rentoblig | 5,45% |
| Dorval Global Conservative | 3,25% |
| G FUND - ALPHA FIXED INCOME | 3,95% |
| AIS Protect | 1,68% |
| Trusteam Optimum A | 5,20% |
| CANDRIAM Patrimoine Obli Inter | 4,88% |
| Federal Ethi-Patrimoine | 5,11% |
| Sanso Short Duration C | 3,58% |
| Clartan Patrimoine C | 4,82% |
| NN Green Bond | 3,91% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,64% |
| HELIUM INVEST | 5,00% |
| DNCA Invest Eurose A EUR | 5,92% |
| Dôm Reflex | 4,68% |
| Durandal | 1,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,05% |
| HELIUM FUND | 3,93% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 40,86% |
| Axiom European Banks Equity | 38,36% |
| Echiquier Artificial Intelligence B EUR | 38,88% |
| Invesco Global Consumer Trends | 21,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,50% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -9,90% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| BNP PARIBAS Diversipierre | -7,75% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,51% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,57% |
| Pictet – Atlas – P EUR : 2 | 1,62% |
| Montségur Croissance C | -0,42% |
| Axiom Short Duration Bond Fund | 2,48% |
| Haas Epargne Patrimoine C | 0,94% |
| Exane Pleiade Fund | 2,22% |
| Stratégie Rendement | 2,42% |
| Sycomore Allocation Patrimoine R | -0,14% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Pluvalca Rentoblig | 1,41% |
| Dorval Global Conservative | 0,61% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| AIS Protect | -1,42% |
| Trusteam Optimum A | 0,08% |
| CANDRIAM Patrimoine Obli Inter | 1,59% |
| Federal Ethi-Patrimoine | 0,10% |
| Sanso Short Duration C | 1,41% |
| Clartan Patrimoine C | 1,57% |
| NN Green Bond | -4,72% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,46% |
| HELIUM INVEST | 1,71% |
| DNCA Invest Eurose A EUR | 2,63% |
| Dôm Reflex | 2,81% |
| Durandal | -0,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,32% |
| HELIUM FUND | 2,22% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -8,62% |
| Axiom European Banks Equity | 23,28% |
| Echiquier Artificial Intelligence B EUR | -6,16% |
| Invesco Global Consumer Trends | -6,07% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,01% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,29% |
