Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Retrouvez les actualités de la rentrée de DNCA Finance dans un document riche en analyses. Il inclut une introduction du CEO Eric Franc, présentant les stratégies globales de la société sur les différentes classes d'actifs. Fabien Georges, Gérant Obligataire, y propose également une analyse macroéconomique détaillée, offrant un éclairage sur les tendances des marchés.
Pour consulter le document, veuillez cliquer ICI ou sur le visuel ci-dessous.
Pour accéder au site DNCA, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,10% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,88% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,69% |
| Pictet – Atlas – P EUR : 2 | 7,44% |
| Axiom Short Duration Bond Fund | 6,50% |
| Montségur Croissance C | 6,39% |
| Haas Epargne Patrimoine C | 5,34% |
| Exane Pleiade Fund | 5,23% |
| Stratégie Rendement | 4,92% |
| CANDRIAM Risk Arbitrage | 4,40% |
| Sycomore Allocation Patrimoine R | 4,35% |
| Pluvalca Rentoblig | 4,22% |
| G FUND - ALPHA FIXED INCOME | 4,06% |
| AIS Protect | 4,04% |
| Trusteam Optimum A | 3,91% |
| Dorval Global Conservative | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 3,85% |
| Sanso Short Duration C | 3,84% |
| Federal Ethi-Patrimoine | 3,75% |
| Clartan Patrimoine C | 3,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,11% |
| HELIUM INVEST | 3,00% |
| DNCA Invest Eurose A EUR | 2,99% |
| Durandal | 2,94% |
| Dôm Reflex | 2,78% |
| NN Green Bond | 2,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,51% |
| HELIUM FUND | 2,47% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 44,16% |
| Axiom European Banks Equity | 40,77% |
| Echiquier Artificial Intelligence B EUR | 32,87% |
| Invesco Global Consumer Trends | 28,99% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,45% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -13,17% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,20% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,12% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,65% |
| Pictet – Atlas – P EUR : 2 | 0,62% |
| Axiom Short Duration Bond Fund | 0,24% |
| Montségur Croissance C | -3,33% |
| Haas Epargne Patrimoine C | -0,40% |
| Exane Pleiade Fund | 1,18% |
| Stratégie Rendement | 0,29% |
| CANDRIAM Risk Arbitrage | 0,09% |
| Sycomore Allocation Patrimoine R | -0,47% |
| Pluvalca Rentoblig | 0,16% |
| G FUND - ALPHA FIXED INCOME | 0,22% |
| AIS Protect | 0,25% |
| Trusteam Optimum A | -0,46% |
| Dorval Global Conservative | -0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,31% |
| Sanso Short Duration C | 0,23% |
| Federal Ethi-Patrimoine | -0,49% |
| Clartan Patrimoine C | -0,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,20% |
| HELIUM INVEST | 0,73% |
| DNCA Invest Eurose A EUR | -0,52% |
| Durandal | -0,61% |
| Dôm Reflex | -0,13% |
| NN Green Bond | -0,38% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
| HELIUM FUND | 0,23% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 22,50% |
| Axiom European Banks Equity | -0,29% |
| Echiquier Artificial Intelligence B EUR | 7,06% |
| Invesco Global Consumer Trends | 13,09% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -1,48% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,04% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -7,20% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,47% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,50% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,05% |
| Pictet – Atlas – P EUR : 2 | 8,25% |
| Axiom Short Duration Bond Fund | 8,56% |
| Montségur Croissance C | 9,56% |
| Haas Epargne Patrimoine C | 7,96% |
| Exane Pleiade Fund | 5,93% |
| Stratégie Rendement | 8,48% |
| CANDRIAM Risk Arbitrage | 5,42% |
| Sycomore Allocation Patrimoine R | 7,54% |
| Pluvalca Rentoblig | 6,90% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| AIS Protect | 5,30% |
| Trusteam Optimum A | 6,48% |
| Dorval Global Conservative | 6,14% |
| CANDRIAM Patrimoine Obli Inter | 5,23% |
| Sanso Short Duration C | 4,53% |
| Federal Ethi-Patrimoine | 7,16% |
| Clartan Patrimoine C | 5,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,03% |
| HELIUM INVEST | 5,10% |
| DNCA Invest Eurose A EUR | 5,24% |
| Durandal | 4,36% |
| Dôm Reflex | 5,62% |
| NN Green Bond | 7,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,36% |
| HELIUM FUND | 3,72% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 67,97% |
| Axiom European Banks Equity | 46,47% |
| Echiquier Artificial Intelligence B EUR | 46,29% |
| Invesco Global Consumer Trends | 36,44% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 27,46% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,03% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | 0,31% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,06% |
| Pictet – Atlas – P EUR : 2 | 5,70% |
| Axiom Short Duration Bond Fund | 6,47% |
| Montségur Croissance C | 8,06% |
| Haas Epargne Patrimoine C | 4,59% |
| Exane Pleiade Fund | 2,80% |
| Stratégie Rendement | 7,11% |
| CANDRIAM Risk Arbitrage | 3,04% |
| Sycomore Allocation Patrimoine R | 5,80% |
| Pluvalca Rentoblig | 5,47% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,73% |
| Trusteam Optimum A | 5,22% |
| Dorval Global Conservative | 3,10% |
| CANDRIAM Patrimoine Obli Inter | 4,85% |
| Sanso Short Duration C | 3,60% |
| Federal Ethi-Patrimoine | 5,12% |
| Clartan Patrimoine C | 4,85% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,69% |
| HELIUM INVEST | 5,02% |
| DNCA Invest Eurose A EUR | 5,99% |
| Durandal | 2,24% |
| Dôm Reflex | 4,68% |
| NN Green Bond | 3,81% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,07% |
| HELIUM FUND | 3,88% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 33,79% |
| Axiom European Banks Equity | 39,01% |
| Echiquier Artificial Intelligence B EUR | 35,91% |
| Invesco Global Consumer Trends | 19,89% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,22% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -10,06% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,92% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,38% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,81% |
| Pictet – Atlas – P EUR : 2 | 1,58% |
| Axiom Short Duration Bond Fund | 2,46% |
| Montségur Croissance C | -0,69% |
| Haas Epargne Patrimoine C | 0,87% |
| Exane Pleiade Fund | 2,26% |
| Stratégie Rendement | 2,42% |
| CANDRIAM Risk Arbitrage | 1,18% |
| Sycomore Allocation Patrimoine R | -0,21% |
| Pluvalca Rentoblig | 1,40% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| AIS Protect | -1,43% |
| Trusteam Optimum A | 0,06% |
| Dorval Global Conservative | 0,53% |
| CANDRIAM Patrimoine Obli Inter | 1,57% |
| Sanso Short Duration C | 1,42% |
| Federal Ethi-Patrimoine | 0,07% |
| Clartan Patrimoine C | 1,55% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,42% |
| HELIUM INVEST | 1,72% |
| DNCA Invest Eurose A EUR | 2,68% |
| Durandal | 0,05% |
| Dôm Reflex | 2,79% |
| NN Green Bond | -5,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,34% |
| HELIUM FUND | 2,19% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -11,01% |
| Axiom European Banks Equity | 23,37% |
| Echiquier Artificial Intelligence B EUR | -7,20% |
| Invesco Global Consumer Trends | -6,38% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,90% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,39% |