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 | 4,11% |
| BNP PARIBAS Diversipierre | -5,41% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,86% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,08% |
| Pictet – Atlas – P EUR : 2 | 7,44% |
| Axiom Short Duration Bond Fund | 6,53% |
| Montségur Croissance C | 6,23% |
| Haas Epargne Patrimoine C | 5,37% |
| Exane Pleiade Fund | 5,14% |
| Stratégie Rendement | 4,89% |
| Sycomore Allocation Patrimoine R | 4,37% |
| CANDRIAM Risk Arbitrage | 4,36% |
| Pluvalca Rentoblig | 4,20% |
| G FUND - ALPHA FIXED INCOME | 4,09% |
| AIS Protect | 4,05% |
| Trusteam Optimum A | 3,91% |
| Dorval Global Conservative | 3,90% |
| CANDRIAM Patrimoine Obli Inter | 3,87% |
| Sanso Short Duration C | 3,83% |
| Federal Ethi-Patrimoine | 3,70% |
| Clartan Patrimoine C | 3,23% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,00% |
| HELIUM INVEST | 2,96% |
| DNCA Invest Eurose A EUR | 2,90% |
| Durandal | 2,77% |
| Dôm Reflex | 2,75% |
| NN Green Bond | 2,62% |
| HELIUM FUND | 2,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,45% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 48,86% |
| Axiom European Banks Equity | 40,40% |
| Echiquier Artificial Intelligence B EUR | 33,14% |
| Invesco Global Consumer Trends | 28,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 9,25% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,38% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -12,86% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,21% |
| BNP PARIBAS Diversipierre | 0,17% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,31% |
| Pictet – Atlas – P EUR : 2 | 0,62% |
| Axiom Short Duration Bond Fund | 0,26% |
| Montségur Croissance C | -3,48% |
| Haas Epargne Patrimoine C | -0,38% |
| Exane Pleiade Fund | 1,10% |
| Stratégie Rendement | 0,26% |
| Sycomore Allocation Patrimoine R | -0,45% |
| CANDRIAM Risk Arbitrage | 0,06% |
| Pluvalca Rentoblig | 0,14% |
| G FUND - ALPHA FIXED INCOME | 0,25% |
| AIS Protect | 0,26% |
| Trusteam Optimum A | -0,46% |
| Dorval Global Conservative | -0,27% |
| CANDRIAM Patrimoine Obli Inter | 0,33% |
| Sanso Short Duration C | 0,22% |
| Federal Ethi-Patrimoine | -0,54% |
| Clartan Patrimoine C | -0,40% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,31% |
| HELIUM INVEST | 0,69% |
| DNCA Invest Eurose A EUR | -0,62% |
| Durandal | -0,77% |
| Dôm Reflex | -0,16% |
| NN Green Bond | 0,34% |
| HELIUM FUND | 0,30% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,60% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 25,78% |
| Axiom European Banks Equity | -0,55% |
| Echiquier Artificial Intelligence B EUR | 7,27% |
| Invesco Global Consumer Trends | 12,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,61% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,11% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -6,87% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,45% |
| BNP PARIBAS Diversipierre | -9,77% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,11% |
| Pictet – Atlas – P EUR : 2 | 8,22% |
| Axiom Short Duration Bond Fund | 8,60% |
| Montségur Croissance C | 8,84% |
| Haas Epargne Patrimoine C | 7,98% |
| Exane Pleiade Fund | 5,83% |
| Stratégie Rendement | 8,45% |
| Sycomore Allocation Patrimoine R | 7,51% |
| CANDRIAM Risk Arbitrage | 5,36% |
| Pluvalca Rentoblig | 6,96% |
| G FUND - ALPHA FIXED INCOME | 4,57% |
| AIS Protect | 5,34% |
| Trusteam Optimum A | 6,45% |
| Dorval Global Conservative | 6,10% |
| CANDRIAM Patrimoine Obli Inter | 5,24% |
| Sanso Short Duration C | 4,56% |
| Federal Ethi-Patrimoine | 7,13% |
| Clartan Patrimoine C | 5,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,06% |
| HELIUM INVEST | 5,02% |
| DNCA Invest Eurose A EUR | 5,09% |
| Durandal | 4,24% |
| Dôm Reflex | 5,65% |
| NN Green Bond | 7,45% |
| HELIUM FUND | 3,76% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,17% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 75,00% |
| Axiom European Banks Equity | 45,89% |
| Echiquier Artificial Intelligence B EUR | 44,56% |
| Invesco Global Consumer Trends | 35,13% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 27,95% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,94% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | -0,25% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| BNP PARIBAS Diversipierre | -10,42% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,08% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,24% |
| Pictet – Atlas – P EUR : 2 | 5,70% |
| Axiom Short Duration Bond Fund | 6,48% |
| Montségur Croissance C | 7,98% |
| Haas Epargne Patrimoine C | 4,61% |
| Exane Pleiade Fund | 2,76% |
| Stratégie Rendement | 7,10% |
| Sycomore Allocation Patrimoine R | 5,81% |
| CANDRIAM Risk Arbitrage | 3,02% |
| Pluvalca Rentoblig | 5,46% |
| G FUND - ALPHA FIXED INCOME | 3,97% |
| AIS Protect | 1,74% |
| Trusteam Optimum A | 5,22% |
| Dorval Global Conservative | 3,12% |
| CANDRIAM Patrimoine Obli Inter | 4,86% |
| Sanso Short Duration C | 3,59% |
| Federal Ethi-Patrimoine | 5,09% |
| Clartan Patrimoine C | 4,84% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,64% |
| HELIUM INVEST | 5,00% |
| DNCA Invest Eurose A EUR | 5,94% |
| Durandal | 2,16% |
| Dôm Reflex | 4,67% |
| NN Green Bond | 3,74% |
| HELIUM FUND | 3,92% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,04% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 37,56% |
| Axiom European Banks Equity | 38,82% |
| Echiquier Artificial Intelligence B EUR | 36,05% |
| Invesco Global Consumer Trends | 19,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,19% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -9,90% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| BNP PARIBAS Diversipierre | -7,75% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,37% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,70% |
| Pictet – Atlas – P EUR : 2 | 1,58% |
| Axiom Short Duration Bond Fund | 2,47% |
| Montségur Croissance C | -0,74% |
| Haas Epargne Patrimoine C | 0,88% |
| Exane Pleiade Fund | 2,23% |
| Stratégie Rendement | 2,41% |
| Sycomore Allocation Patrimoine R | -0,20% |
| CANDRIAM Risk Arbitrage | 1,17% |
| Pluvalca Rentoblig | 1,39% |
| G FUND - ALPHA FIXED INCOME | 2,41% |
| AIS Protect | -1,43% |
| Trusteam Optimum A | 0,06% |
| Dorval Global Conservative | 0,54% |
| CANDRIAM Patrimoine Obli Inter | 1,58% |
| Sanso Short Duration C | 1,42% |
| Federal Ethi-Patrimoine | 0,05% |
| Clartan Patrimoine C | 1,54% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,46% |
| HELIUM INVEST | 1,71% |
| DNCA Invest Eurose A EUR | 2,64% |
| Durandal | -0,01% |
| Dôm Reflex | 2,78% |
| NN Green Bond | -5,00% |
| HELIUM FUND | 2,22% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,36% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -10,06% |
| Axiom European Banks Equity | 23,26% |
| Echiquier Artificial Intelligence B EUR | -7,13% |
| Invesco Global Consumer Trends | -6,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,88% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,29% |
