Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Thomas Riou d'Axa Thema accueille Pierre Puybasset, Porte-parole de la gestion chez La Financière de l'Echiquier. Ce dernier nous présente l’entreprise, sa capacité de gestion, ainsi que les différents fonds proposés.
Disclaimer : Les performances passées ne préjugent pas des performances futures. Investir comporte des risques. Prenez-en connaissance.
Pour accéder au site, cliquez ICI.
Thomas Riou d'Axa Thema accueille Pierre Puybasset, Porte-parole de la gestion chez La Financière de l'Echiquier. Ce dernier nous présente l’entreprise, sa capacité de gestion, ainsi que les différents fonds proposés.
Disclaimer : Les performances passées ne préjugent pas des performances futures. Investir comporte des risques. Prenez-en connaissance.
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% |
