Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Distinguer l'ISR de l'ESG, comprendre la réglementation SFDR, la taxonomie européenne et les nouvelles obligations des intermédiaires financiers depuis MIF2, Vanessa Cottet, responsable ESG chez CPR AM, nous explique les différents termes de la finance verte.
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| 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% |