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 | 3,93% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,25% |
| Pictet – Atlas – P EUR : 2 | 7,08% |
| Montségur Croissance C | 6,28% |
| Axiom Short Duration Bond Fund | 6,23% |
| Haas Epargne Patrimoine C | 4,85% |
| Stratégie Rendement | 4,23% |
| Exane Pleiade Fund | 4,17% |
| CANDRIAM Risk Arbitrage | 4,07% |
| Trusteam Optimum A | 4,05% |
| G FUND - ALPHA FIXED INCOME | 4,00% |
| AIS Protect | 3,91% |
| Sycomore Allocation Patrimoine R | 3,79% |
| Dorval Global Conservative | 3,68% |
| CANDRIAM Patrimoine Obli Inter | 3,66% |
| Sanso Short Duration C | 3,64% |
| Pluvalca Rentoblig | 3,64% |
| Federal Ethi-Patrimoine | 3,33% |
| Clartan Patrimoine C | 3,19% |
| DNCA Invest Eurose A EUR | 3,06% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,75% |
| Durandal | 2,56% |
| HELIUM INVEST | 2,46% |
| Dôm Reflex | 2,36% |
| HELIUM FUND | 2,36% |
| NN Green Bond | 1,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,86% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 42,81% |
| MS INVF US Growth | 26,83% |
| Echiquier Artificial Intelligence B EUR | 23,45% |
| Invesco Global Consumer Trends | 20,27% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,28% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,03% |
| DNB Fund Renewable Energy | -10,13% |
| BNP PARIBAS ENERGY TRANSITION | -11,50% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,27% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | -0,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,04% |
| Pictet – Atlas – P EUR : 2 | 0,40% |
| Montségur Croissance C | -2,46% |
| Axiom Short Duration Bond Fund | 0,27% |
| Haas Epargne Patrimoine C | -0,39% |
| Stratégie Rendement | 0,21% |
| Exane Pleiade Fund | 0,42% |
| CANDRIAM Risk Arbitrage | 0,16% |
| Trusteam Optimum A | 0,11% |
| G FUND - ALPHA FIXED INCOME | 0,33% |
| AIS Protect | 0,25% |
| Sycomore Allocation Patrimoine R | -0,14% |
| Dorval Global Conservative | -0,07% |
| CANDRIAM Patrimoine Obli Inter | 0,35% |
| Sanso Short Duration C | 0,31% |
| Pluvalca Rentoblig | 0,11% |
| Federal Ethi-Patrimoine | -0,47% |
| Clartan Patrimoine C | -0,03% |
| DNCA Invest Eurose A EUR | 0,25% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,03% |
| Durandal | -0,28% |
| HELIUM INVEST | 0,35% |
| Dôm Reflex | -0,23% |
| HELIUM FUND | 0,30% |
| NN Green Bond | -0,20% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,45% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 4,76% |
| MS INVF US Growth | 15,38% |
| Echiquier Artificial Intelligence B EUR | 3,40% |
| Invesco Global Consumer Trends | 8,29% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -2,07% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,04% |
| DNB Fund Renewable Energy | -4,43% |
| BNP PARIBAS ENERGY TRANSITION | 4,30% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,58% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,31% |
| Pictet – Atlas – P EUR : 2 | 8,49% |
| Montségur Croissance C | 14,72% |
| Axiom Short Duration Bond Fund | 8,76% |
| Haas Epargne Patrimoine C | 8,33% |
| Stratégie Rendement | 8,46% |
| Exane Pleiade Fund | 5,36% |
| CANDRIAM Risk Arbitrage | 5,16% |
| Trusteam Optimum A | 7,31% |
| G FUND - ALPHA FIXED INCOME | 4,60% |
| AIS Protect | 5,43% |
| Sycomore Allocation Patrimoine R | 7,92% |
| Dorval Global Conservative | 6,67% |
| CANDRIAM Patrimoine Obli Inter | 5,45% |
| Sanso Short Duration C | 4,44% |
| Pluvalca Rentoblig | 6,89% |
| Federal Ethi-Patrimoine | 7,52% |
| Clartan Patrimoine C | 5,55% |
| DNCA Invest Eurose A EUR | 5,91% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,72% |
| Durandal | 4,55% |
| HELIUM INVEST | 5,23% |
| Dôm Reflex | 5,71% |
| HELIUM FUND | 3,91% |
| NN Green Bond | 8,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,52% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 55,85% |
| MS INVF US Growth | 54,46% |
| Echiquier Artificial Intelligence B EUR | 44,89% |
| Invesco Global Consumer Trends | 28,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 25,55% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,40% |
| DNB Fund Renewable Energy | 7,58% |
| BNP PARIBAS ENERGY TRANSITION | -5,15% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,99% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 9,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,92% |
| Pictet – Atlas – P EUR : 2 | 5,38% |
| Montségur Croissance C | 10,02% |
| Axiom Short Duration Bond Fund | 6,80% |
| Haas Epargne Patrimoine C | 5,00% |
| Stratégie Rendement | 7,78% |
| Exane Pleiade Fund | 2,20% |
| CANDRIAM Risk Arbitrage | 2,88% |
| Trusteam Optimum A | 6,05% |
| G FUND - ALPHA FIXED INCOME | 3,89% |
| AIS Protect | 1,86% |
| Sycomore Allocation Patrimoine R | 6,25% |
| Dorval Global Conservative | 3,41% |
| CANDRIAM Patrimoine Obli Inter | 5,30% |
| Sanso Short Duration C | 3,71% |
| Pluvalca Rentoblig | 5,95% |
| Federal Ethi-Patrimoine | 6,01% |
| Clartan Patrimoine C | 5,11% |
| DNCA Invest Eurose A EUR | 6,46% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,67% |
| Durandal | 1,06% |
| HELIUM INVEST | 5,41% |
| Dôm Reflex | 5,48% |
| HELIUM FUND | 4,06% |
| NN Green Bond | 5,21% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,95% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 41,86% |
| MS INVF US Growth | 25,34% |
| Echiquier Artificial Intelligence B EUR | 31,54% |
| Invesco Global Consumer Trends | 16,75% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,67% |
| DNB Fund Renewable Energy | -6,49% |
| BNP PARIBAS ENERGY TRANSITION | -20,12% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,84% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,27% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,02% |
| Pictet – Atlas – P EUR : 2 | 1,64% |
| Montségur Croissance C | -1,04% |
| Axiom Short Duration Bond Fund | 2,35% |
| Haas Epargne Patrimoine C | 0,76% |
| Stratégie Rendement | 2,17% |
| Exane Pleiade Fund | 2,08% |
| CANDRIAM Risk Arbitrage | 1,08% |
| Trusteam Optimum A | 0,09% |
| G FUND - ALPHA FIXED INCOME | 2,36% |
| AIS Protect | -1,41% |
| Sycomore Allocation Patrimoine R | -0,39% |
| Dorval Global Conservative | 0,47% |
| CANDRIAM Patrimoine Obli Inter | 1,51% |
| Sanso Short Duration C | 1,37% |
| Pluvalca Rentoblig | 1,23% |
| Federal Ethi-Patrimoine | -0,06% |
| Clartan Patrimoine C | 1,23% |
| DNCA Invest Eurose A EUR | 2,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,60% |
| Durandal | -0,21% |
| HELIUM INVEST | 1,58% |
| Dôm Reflex | 2,63% |
| HELIUM FUND | 2,15% |
| NN Green Bond | -5,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,69% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,47% |
| MS INVF US Growth | -12,48% |
| Echiquier Artificial Intelligence B EUR | -9,15% |
| Invesco Global Consumer Trends | -8,20% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,23% |
| DNB Fund Renewable Energy | -8,44% |
| BNP PARIBAS ENERGY TRANSITION | -29,99% |
