Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Retrouvez notre interview avec Anne-France Gauthier, Directeur Commercial chez VIE PLUS. Point sur l'activité 2023, les perspectives et les projets 2024 de Vie Plus, spécialiste en assurance-vie et retraite pour les CGP.
Pour accéder au site de Vie Plus, cliquez ICI.
Retrouvez notre interview avec Anne-France Gauthier, Directeur Commercial chez VIE PLUS. Point sur l'activité 2023, les perspectives et les projets 2024 de Vie Plus, spécialiste en assurance-vie et retraite pour les CGP.
Pour accéder au site de Vie Plus, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,54% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,72% |
| Montségur Croissance C | 9,58% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 8,83% |
| Pictet – Atlas – P EUR : 2 | 8,51% |
| Axiom Short Duration Bond Fund | 7,12% |
| Haas Epargne Patrimoine C | 5,87% |
| Exane Pleiade Fund | 5,84% |
| Stratégie Rendement | 5,57% |
| Sycomore Allocation Patrimoine R | 5,09% |
| CANDRIAM Risk Arbitrage | 4,99% |
| Trusteam Optimum A | 4,86% |
| Pluvalca Rentoblig | 4,81% |
| Federal Ethi-Patrimoine | 4,52% |
| G FUND - ALPHA FIXED INCOME | 4,42% |
| CANDRIAM Patrimoine Obli Inter | 4,41% |
| Sanso Short Duration C | 4,39% |
| AIS Protect | 4,39% |
| HELIUM INVEST | 4,21% |
| Dorval Global Conservative | 3,77% |
| Clartan Patrimoine C | 3,64% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,48% |
| HELIUM FUND | 3,26% |
| Dôm Reflex | 3,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,07% |
| NN Green Bond | 2,91% |
| DNCA Invest Eurose A EUR | 2,79% |
| Durandal | 2,11% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 49,46% |
| Axiom European Banks Equity | 44,24% |
| Echiquier Artificial Intelligence B EUR | 36,96% |
| Invesco Global Consumer Trends | 33,57% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 4,52% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,99% |
| H2O Multibonds | -9,15% |
| DNB Fund Renewable Energy | -15,46% |
| BNP PARIBAS ENERGY TRANSITION | -16,80% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,26% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,64% |
| Montségur Croissance C | 2,02% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,31% |
| Pictet – Atlas – P EUR : 2 | 0,27% |
| Axiom Short Duration Bond Fund | 0,40% |
| Haas Epargne Patrimoine C | 0,25% |
| Exane Pleiade Fund | 0,20% |
| Stratégie Rendement | -0,11% |
| Sycomore Allocation Patrimoine R | 0,02% |
| CANDRIAM Risk Arbitrage | 0,35% |
| Trusteam Optimum A | 0,38% |
| Pluvalca Rentoblig | -0,08% |
| Federal Ethi-Patrimoine | -0,25% |
| G FUND - ALPHA FIXED INCOME | 0,28% |
| CANDRIAM Patrimoine Obli Inter | 0,40% |
| Sanso Short Duration C | 0,44% |
| AIS Protect | 0,24% |
| HELIUM INVEST | 0,89% |
| Dorval Global Conservative | -0,71% |
| Clartan Patrimoine C | 0,05% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,54% |
| HELIUM FUND | 0,49% |
| Dôm Reflex | -0,27% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,62% |
| NN Green Bond | -1,12% |
| DNCA Invest Eurose A EUR | 0,11% |
| Durandal | -0,15% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | -1,35% |
| Axiom European Banks Equity | 4,46% |
| Echiquier Artificial Intelligence B EUR | 0,21% |
| Invesco Global Consumer Trends | 2,88% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -6,35% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,08% |
| H2O Multibonds | -4,46% |
| DNB Fund Renewable Energy | -5,46% |
| BNP PARIBAS ENERGY TRANSITION | -8,22% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,54% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 12,90% |
| Montségur Croissance C | 9,41% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 8,83% |
| Pictet – Atlas – P EUR : 2 | 8,51% |
| Axiom Short Duration Bond Fund | 7,12% |
| Haas Epargne Patrimoine C | 5,86% |
| Exane Pleiade Fund | 5,84% |
| Stratégie Rendement | 5,57% |
| Sycomore Allocation Patrimoine R | 5,09% |
| CANDRIAM Risk Arbitrage | 4,99% |
| Trusteam Optimum A | 4,86% |
| Pluvalca Rentoblig | 4,81% |
| Federal Ethi-Patrimoine | 4,52% |
| G FUND - ALPHA FIXED INCOME | 4,42% |
| CANDRIAM Patrimoine Obli Inter | 4,41% |
| Sanso Short Duration C | 4,39% |
| AIS Protect | 4,39% |
| HELIUM INVEST | 4,21% |
| Dorval Global Conservative | 3,77% |
| Clartan Patrimoine C | 3,64% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,48% |
| HELIUM FUND | 3,26% |
| Dôm Reflex | 3,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,07% |
| NN Green Bond | 2,91% |
| DNCA Invest Eurose A EUR | 2,79% |
| Durandal | 2,11% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 49,46% |
| Axiom European Banks Equity | 44,24% |
| Echiquier Artificial Intelligence B EUR | 36,96% |
| Invesco Global Consumer Trends | 33,57% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 4,52% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,99% |
| H2O Multibonds | -9,15% |
| DNB Fund Renewable Energy | -15,46% |
| BNP PARIBAS ENERGY TRANSITION | -16,80% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,81% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,05% |
| Montségur Croissance C | 10,83% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,83% |
| Pictet – Atlas – P EUR : 2 | 6,09% |
| Axiom Short Duration Bond Fund | 6,26% |
| Haas Epargne Patrimoine C | 5,10% |
| Exane Pleiade Fund | 3,27% |
| Stratégie Rendement | 7,30% |
| Sycomore Allocation Patrimoine R | 6,61% |
| CANDRIAM Risk Arbitrage | 3,22% |
| Trusteam Optimum A | 5,62% |
| Pluvalca Rentoblig | 5,82% |
| Federal Ethi-Patrimoine | 6,28% |
| G FUND - ALPHA FIXED INCOME | 4,05% |
| CANDRIAM Patrimoine Obli Inter | 4,87% |
| Sanso Short Duration C | 3,75% |
| AIS Protect | 2,07% |
| HELIUM INVEST | 5,15% |
| Dorval Global Conservative | 3,30% |
| Clartan Patrimoine C | 5,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,46% |
| HELIUM FUND | 3,60% |
| Dôm Reflex | 4,99% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,68% |
| NN Green Bond | 5,63% |
| DNCA Invest Eurose A EUR | 5,65% |
| Durandal | 1,66% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 46,24% |
| Axiom European Banks Equity | 37,53% |
| Echiquier Artificial Intelligence B EUR | 44,46% |
| Invesco Global Consumer Trends | 27,39% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,19% |
| H2O Multibonds | 6,27% |
| DNB Fund Renewable Energy | -7,98% |
| BNP PARIBAS ENERGY TRANSITION | -21,41% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,05% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 4,01% |
| Montségur Croissance C | 1,32% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,58% |
| Pictet – Atlas – P EUR : 2 | 2,01% |
| Axiom Short Duration Bond Fund | 2,68% |
| Haas Epargne Patrimoine C | 1,26% |
| Exane Pleiade Fund | 2,64% |
| Stratégie Rendement | 2,46% |
| Sycomore Allocation Patrimoine R | 0,19% |
| CANDRIAM Risk Arbitrage | 1,39% |
| Trusteam Optimum A | 0,48% |
| Pluvalca Rentoblig | 1,77% |
| Federal Ethi-Patrimoine | 0,46% |
| G FUND - ALPHA FIXED INCOME | 2,59% |
| CANDRIAM Patrimoine Obli Inter | 1,63% |
| Sanso Short Duration C | 1,60% |
| AIS Protect | -2,08% |
| HELIUM INVEST | 1,70% |
| Dorval Global Conservative | 0,60% |
| Clartan Patrimoine C | 1,52% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,02% |
| HELIUM FUND | 2,36% |
| Dôm Reflex | 2,82% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,10% |
| NN Green Bond | -4,38% |
| DNCA Invest Eurose A EUR | 2,58% |
| Durandal | -0,35% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -3,65% |
| Axiom European Banks Equity | 23,89% |
| Echiquier Artificial Intelligence B EUR | -2,06% |
| Invesco Global Consumer Trends | -1,64% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,12% |
| H2O Multibonds | 9,96% |
| DNB Fund Renewable Energy | -9,60% |
| BNP PARIBAS ENERGY TRANSITION | -26,46% |
