Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Ne manquez pas notre interview avec Christophe Tardy, Directeur général chez Morningstar. Il nous parle de l’activité de l’entreprise, qui a connu une croissance notable au cours des dernières années.
Interview enregistré lors du Salon Patrimonia 2024, le plus grand rassemblement en France des professionnels de l’univers du conseil patrimonial.
Note : Les performances passées ne préjugent pas des performances futures.
Pour accéder au site, cliquez ICI.
Ne manquez pas notre interview avec Christophe Tardy, Directeur général chez Morningstar. Il nous parle de l’activité de l’entreprise, qui a connu une croissance notable au cours des dernières années.
Interview enregistré lors du Salon Patrimonia 2024, le plus grand rassemblement en France des professionnels de l’univers du conseil patrimonial.
Note : Les performances passées ne préjugent pas des performances futures.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,09% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,14% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,72% |
| Pictet – Atlas – P EUR : 2 | 7,47% |
| Montségur Croissance C | 7,41% |
| Axiom Short Duration Bond Fund | 6,47% |
| Haas Epargne Patrimoine C | 5,33% |
| Stratégie Rendement | 4,84% |
| Sycomore Allocation Patrimoine R | 4,53% |
| Exane Pleiade Fund | 4,45% |
| CANDRIAM Risk Arbitrage | 4,21% |
| Pluvalca Rentoblig | 4,21% |
| Trusteam Optimum A | 4,16% |
| Dorval Global Conservative | 4,07% |
| G FUND - ALPHA FIXED INCOME | 4,03% |
| AIS Protect | 3,98% |
| Sanso Short Duration C | 3,83% |
| CANDRIAM Patrimoine Obli Inter | 3,75% |
| Federal Ethi-Patrimoine | 3,64% |
| Clartan Patrimoine C | 3,33% |
| DNCA Invest Eurose A EUR | 3,05% |
| Durandal | 3,00% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,94% |
| Dôm Reflex | 2,79% |
| HELIUM INVEST | 2,50% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,44% |
| HELIUM FUND | 2,40% |
| NN Green Bond | 2,36% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 42,11% |
| Axiom European Banks Equity | 38,91% |
| Echiquier Artificial Intelligence B EUR | 33,66% |
| Invesco Global Consumer Trends | 27,80% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,37% |
| DNB Fund Renewable Energy | -12,31% |
| BNP PARIBAS ENERGY TRANSITION | -12,94% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,36% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,86% |
| Pictet – Atlas – P EUR : 2 | 0,78% |
| Montségur Croissance C | -2,81% |
| Axiom Short Duration Bond Fund | 0,42% |
| Haas Epargne Patrimoine C | -0,13% |
| Stratégie Rendement | 0,77% |
| Sycomore Allocation Patrimoine R | 0,25% |
| Exane Pleiade Fund | 0,40% |
| CANDRIAM Risk Arbitrage | 0,22% |
| Pluvalca Rentoblig | 0,68% |
| Trusteam Optimum A | 0,12% |
| Dorval Global Conservative | 0,08% |
| G FUND - ALPHA FIXED INCOME | 0,27% |
| AIS Protect | 0,26% |
| Sanso Short Duration C | 0,44% |
| CANDRIAM Patrimoine Obli Inter | 0,39% |
| Federal Ethi-Patrimoine | -0,28% |
| Clartan Patrimoine C | 0,02% |
| DNCA Invest Eurose A EUR | 0,12% |
| Durandal | -0,11% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,35% |
| Dôm Reflex | 0,25% |
| HELIUM INVEST | 0,33% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,27% |
| HELIUM FUND | 0,23% |
| NN Green Bond | 0,43% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 23,13% |
| Axiom European Banks Equity | 0,19% |
| Echiquier Artificial Intelligence B EUR | 7,55% |
| Invesco Global Consumer Trends | 13,64% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,37% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,63% |
| DNB Fund Renewable Energy | -7,74% |
| BNP PARIBAS ENERGY TRANSITION | 0,69% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,74% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,75% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,77% |
| Pictet – Atlas – P EUR : 2 | 8,48% |
| Montségur Croissance C | 13,74% |
| Axiom Short Duration Bond Fund | 8,96% |
| Haas Epargne Patrimoine C | 8,97% |
| Stratégie Rendement | 9,15% |
| Sycomore Allocation Patrimoine R | 8,70% |
| Exane Pleiade Fund | 5,54% |
| CANDRIAM Risk Arbitrage | 5,36% |
| Pluvalca Rentoblig | 7,51% |
| Trusteam Optimum A | 7,45% |
| Dorval Global Conservative | 7,20% |
| G FUND - ALPHA FIXED INCOME | 4,59% |
| AIS Protect | 5,38% |
| Sanso Short Duration C | 4,58% |
| CANDRIAM Patrimoine Obli Inter | 5,44% |
| Federal Ethi-Patrimoine | 7,93% |
| Clartan Patrimoine C | 5,88% |
| DNCA Invest Eurose A EUR | 5,97% |
| Durandal | 4,83% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,74% |
| Dôm Reflex | 6,31% |
| HELIUM INVEST | 5,31% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,96% |
| HELIUM FUND | 3,88% |
| NN Green Bond | 8,59% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 75,09% |
| Axiom European Banks Equity | 52,45% |
| Echiquier Artificial Intelligence B EUR | 49,84% |
| Invesco Global Consumer Trends | 35,93% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 23,90% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,31% |
| DNB Fund Renewable Energy | 6,55% |
| BNP PARIBAS ENERGY TRANSITION | 8,91% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,90% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,41% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,86% |
| Pictet – Atlas – P EUR : 2 | 5,79% |
| Montségur Croissance C | 8,70% |
| Axiom Short Duration Bond Fund | 6,74% |
| Haas Epargne Patrimoine C | 4,79% |
| Stratégie Rendement | 7,51% |
| Sycomore Allocation Patrimoine R | 6,15% |
| Exane Pleiade Fund | 2,66% |
| CANDRIAM Risk Arbitrage | 2,91% |
| Pluvalca Rentoblig | 5,74% |
| Trusteam Optimum A | 5,59% |
| Dorval Global Conservative | 3,24% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,74% |
| Sanso Short Duration C | 3,71% |
| CANDRIAM Patrimoine Obli Inter | 4,90% |
| Federal Ethi-Patrimoine | 5,36% |
| Clartan Patrimoine C | 4,82% |
| DNCA Invest Eurose A EUR | 6,13% |
| Durandal | 2,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,07% |
| Dôm Reflex | 5,03% |
| HELIUM INVEST | 4,91% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,48% |
| HELIUM FUND | 3,93% |
| NN Green Bond | 4,54% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 31,81% |
| Axiom European Banks Equity | 40,53% |
| Echiquier Artificial Intelligence B EUR | 33,52% |
| Invesco Global Consumer Trends | 19,86% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,86% |
| DNB Fund Renewable Energy | -10,90% |
| BNP PARIBAS ENERGY TRANSITION | -25,26% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,91% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,48% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,75% |
| Pictet – Atlas – P EUR : 2 | 1,78% |
| Montségur Croissance C | -0,50% |
| Axiom Short Duration Bond Fund | 2,42% |
| Haas Epargne Patrimoine C | 0,89% |
| Stratégie Rendement | 2,34% |
| Sycomore Allocation Patrimoine R | -0,20% |
| Exane Pleiade Fund | 2,07% |
| CANDRIAM Risk Arbitrage | 1,17% |
| Pluvalca Rentoblig | 1,38% |
| Trusteam Optimum A | 0,12% |
| Dorval Global Conservative | 0,54% |
| G FUND - ALPHA FIXED INCOME | 2,36% |
| AIS Protect | -1,50% |
| Sanso Short Duration C | 1,41% |
| CANDRIAM Patrimoine Obli Inter | 1,49% |
| Federal Ethi-Patrimoine | 0,01% |
| Clartan Patrimoine C | 1,33% |
| DNCA Invest Eurose A EUR | 2,52% |
| Durandal | 0,01% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,44% |
| Dôm Reflex | 2,79% |
| HELIUM INVEST | 1,57% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,49% |
| HELIUM FUND | 2,15% |
| NN Green Bond | -4,96% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -10,05% |
| Axiom European Banks Equity | 21,57% |
| Echiquier Artificial Intelligence B EUR | -7,26% |
| Invesco Global Consumer Trends | -6,48% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,14% |
| DNB Fund Renewable Energy | -10,07% |
| BNP PARIBAS ENERGY TRANSITION | -31,22% |
