Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Retrouvez notre interview exclusive avec Bertrand Merveille, Directeur général de BDL Capital Management, qui nous partage ses impressions personnelles ainsi que son analyse du marché à l'occasion du Salon Patrimonia 2024.
Patrimonia est le plus grand rassemblement en France des professionnels de l’univers du conseil patrimonial.
Pour accéder au site, cliquez ICI.
Retrouvez notre interview exclusive avec Bertrand Merveille, Directeur général de BDL Capital Management, qui nous partage ses impressions personnelles ainsi que son analyse du marché à l'occasion du Salon Patrimonia 2024.
Patrimonia est le plus grand rassemblement en France des professionnels de l’univers du conseil patrimonial.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 3,71% |
| BNP PARIBAS Diversipierre | -5,58% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 10,51% |
| OMNIBOND | 9,94% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,77% |
| Pictet – Atlas – P EUR : 2 | 6,63% |
| Axiom Short Duration Bond Fund | 6,03% |
| Haas Epargne Patrimoine C | 5,46% |
| Sycomore Allocation Patrimoine R | 4,27% |
| Exane Pleiade Fund | 4,03% |
| Trusteam Optimum A | 4,03% |
| Stratégie Rendement | 4,03% |
| Dorval Global Conservative | 3,98% |
| CANDRIAM Risk Arbitrage | 3,98% |
| Federal Ethi-Patrimoine | 3,93% |
| G FUND - ALPHA FIXED INCOME | 3,75% |
| AIS Protect | 3,72% |
| Pluvalca Rentoblig | 3,50% |
| Sanso Short Duration C | 3,37% |
| CANDRIAM Patrimoine Obli Inter | 3,35% |
| Clartan Patrimoine C | 3,31% |
| Durandal | 3,11% |
| DNCA Invest Eurose A EUR | 2,92% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,58% |
| Dôm Reflex | 2,53% |
| HELIUM INVEST | 2,16% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,16% |
| HELIUM FUND | 2,16% |
| NN Green Bond | 2,00% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 38,65% |
| Echiquier Artificial Intelligence B EUR | 24,28% |
| MS INVF US Growth | 17,60% |
| Invesco Global Consumer Trends | 14,08% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,72% |
| DNB Fund Renewable Energy | -4,96% |
| BNP PARIBAS ENERGY TRANSITION | -13,74% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,46% |
| BNP PARIBAS Diversipierre | 0,22% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 4,35% |
| OMNIBOND | -0,13% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,21% |
| Pictet – Atlas – P EUR : 2 | 0,32% |
| Axiom Short Duration Bond Fund | 0,58% |
| Haas Epargne Patrimoine C | 1,51% |
| Sycomore Allocation Patrimoine R | 1,09% |
| Exane Pleiade Fund | 0,10% |
| Trusteam Optimum A | 0,27% |
| Stratégie Rendement | 0,51% |
| Dorval Global Conservative | 1,12% |
| CANDRIAM Risk Arbitrage | 0,09% |
| Federal Ethi-Patrimoine | 0,59% |
| G FUND - ALPHA FIXED INCOME | 0,36% |
| AIS Protect | 0,29% |
| Pluvalca Rentoblig | 0,39% |
| Sanso Short Duration C | 0,38% |
| CANDRIAM Patrimoine Obli Inter | 0,49% |
| Clartan Patrimoine C | 0,58% |
| Durandal | -0,57% |
| DNCA Invest Eurose A EUR | 0,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,12% |
| Dôm Reflex | 0,08% |
| HELIUM INVEST | 0,83% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,37% |
| HELIUM FUND | 0,24% |
| NN Green Bond | -0,16% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 4,85% |
| Echiquier Artificial Intelligence B EUR | 9,66% |
| MS INVF US Growth | 11,94% |
| Invesco Global Consumer Trends | 6,63% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,53% |
| DNB Fund Renewable Energy | 5,50% |
| BNP PARIBAS ENERGY TRANSITION | 7,27% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,75% |
| BNP PARIBAS Diversipierre | -11,25% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 19,88% |
| OMNIBOND | 14,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,74% |
| Pictet – Atlas – P EUR : 2 | 7,99% |
| Axiom Short Duration Bond Fund | 9,16% |
| Haas Epargne Patrimoine C | 9,17% |
| Sycomore Allocation Patrimoine R | 8,37% |
| Exane Pleiade Fund | 5,66% |
| Trusteam Optimum A | 7,50% |
| Stratégie Rendement | 9,11% |
| Dorval Global Conservative | 6,92% |
| CANDRIAM Risk Arbitrage | 5,15% |
| Federal Ethi-Patrimoine | 8,99% |
| G FUND - ALPHA FIXED INCOME | 4,63% |
| AIS Protect | 5,11% |
| Pluvalca Rentoblig | 7,39% |
| Sanso Short Duration C | 4,51% |
| CANDRIAM Patrimoine Obli Inter | 5,96% |
| Clartan Patrimoine C | 6,01% |
| Durandal | 5,45% |
| DNCA Invest Eurose A EUR | 5,51% |
| CT (LUX) EUROPEAN SOCIAL BOND | 8,35% |
| Dôm Reflex | 6,72% |
| HELIUM INVEST | 5,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 10,81% |
| HELIUM FUND | 3,78% |
| NN Green Bond | 9,28% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 46,07% |
| Echiquier Artificial Intelligence B EUR | 38,53% |
| MS INVF US Growth | 35,56% |
| Invesco Global Consumer Trends | 19,97% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,89% |
| DNB Fund Renewable Energy | 7,29% |
| BNP PARIBAS ENERGY TRANSITION | -13,10% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,14% |
| BNP PARIBAS Diversipierre | -10,17% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 14,95% |
| OMNIBOND | 9,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 7,02% |
| Pictet – Atlas – P EUR : 2 | 4,89% |
| Axiom Short Duration Bond Fund | 6,80% |
| Haas Epargne Patrimoine C | 6,00% |
| Sycomore Allocation Patrimoine R | 7,32% |
| Exane Pleiade Fund | 2,29% |
| Trusteam Optimum A | 6,88% |
| Stratégie Rendement | 7,90% |
| Dorval Global Conservative | 3,68% |
| CANDRIAM Risk Arbitrage | 1,94% |
| Federal Ethi-Patrimoine | 7,05% |
| G FUND - ALPHA FIXED INCOME | 3,75% |
| AIS Protect | 1,88% |
| Pluvalca Rentoblig | 6,22% |
| Sanso Short Duration C | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 6,10% |
| Clartan Patrimoine C | 6,55% |
| Durandal | 0,63% |
| DNCA Invest Eurose A EUR | 8,15% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,87% |
| Dôm Reflex | 7,02% |
| HELIUM INVEST | 4,64% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 6,22% |
| HELIUM FUND | 4,05% |
| NN Green Bond | 5,79% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 54,67% |
| Echiquier Artificial Intelligence B EUR | 27,23% |
| MS INVF US Growth | 18,72% |
| Invesco Global Consumer Trends | 12,25% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,67% |
| DNB Fund Renewable Energy | 0,04% |
| BNP PARIBAS ENERGY TRANSITION | -19,38% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,68% |
| BNP PARIBAS Diversipierre | -7,66% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 2,32% |
| OMNIBOND | 3,24% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,25% |
| Pictet – Atlas – P EUR : 2 | 2,01% |
| Axiom Short Duration Bond Fund | 2,22% |
| Haas Epargne Patrimoine C | 1,58% |
| Sycomore Allocation Patrimoine R | 0,22% |
| Exane Pleiade Fund | 1,65% |
| Trusteam Optimum A | 0,32% |
| Stratégie Rendement | 2,11% |
| Dorval Global Conservative | 0,88% |
| CANDRIAM Risk Arbitrage | 0,93% |
| Federal Ethi-Patrimoine | 0,45% |
| G FUND - ALPHA FIXED INCOME | 2,26% |
| AIS Protect | -0,98% |
| Pluvalca Rentoblig | 1,26% |
| Sanso Short Duration C | 1,34% |
| CANDRIAM Patrimoine Obli Inter | 1,39% |
| Clartan Patrimoine C | 1,59% |
| Durandal | -0,17% |
| DNCA Invest Eurose A EUR | 2,78% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,37% |
| Dôm Reflex | 2,78% |
| HELIUM INVEST | 1,59% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,46% |
| HELIUM FUND | 2,22% |
| NN Green Bond | -4,85% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,99% |
| Echiquier Artificial Intelligence B EUR | -4,73% |
| MS INVF US Growth | -13,95% |
| Invesco Global Consumer Trends | -8,94% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,03% |
| DNB Fund Renewable Energy | -3,59% |
| BNP PARIBAS ENERGY TRANSITION | -28,43% |
