Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Olivier Samain accueille Thibault Amand, Directeur France de Vontobel AM. Ce dernier nous présente la banque de gestion suisse qui fête ses 100 ans cette année. Un focus sur sa stratégie sur le marché français, ainsi que les fonds dédiés aux CGP.
Disclaimer : Les performances passées ne préjugent pas des performances futures. Investir comporte des risques. Prenez-en connaissance.
Pour accéder au site, cliquez ICI.
Olivier Samain accueille Thibault Amand, Directeur France de Vontobel AM. Ce dernier nous présente la banque de gestion suisse qui fête ses 100 ans cette année. Un focus sur sa stratégie sur le marché français, ainsi que les fonds dédiés aux CGP.
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 | 10,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,48% |
| Montségur Croissance C | 7,49% |
| Pictet – Atlas – P EUR : 2 | 7,48% |
| Axiom Short Duration Bond Fund | 6,49% |
| Haas Epargne Patrimoine C | 5,31% |
| Stratégie Rendement | 4,77% |
| Exane Pleiade Fund | 4,60% |
| Sycomore Allocation Patrimoine R | 4,50% |
| CANDRIAM Risk Arbitrage | 4,28% |
| Pluvalca Rentoblig | 4,14% |
| Trusteam Optimum A | 4,10% |
| G FUND - ALPHA FIXED INCOME | 4,05% |
| Dorval Global Conservative | 4,04% |
| AIS Protect | 3,98% |
| Sanso Short Duration C | 3,83% |
| CANDRIAM Patrimoine Obli Inter | 3,76% |
| Federal Ethi-Patrimoine | 3,57% |
| Clartan Patrimoine C | 3,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,94% |
| DNCA Invest Eurose A EUR | 2,88% |
| Durandal | 2,71% |
| Dôm Reflex | 2,70% |
| NN Green Bond | 2,62% |
| HELIUM INVEST | 2,45% |
| HELIUM FUND | 2,33% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,01% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 38,72% |
| MS INVF US Growth | 37,89% |
| Echiquier Artificial Intelligence B EUR | 34,99% |
| Invesco Global Consumer Trends | 27,49% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 7,85% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,13% |
| DNB Fund Renewable Energy | -12,31% |
| BNP PARIBAS ENERGY TRANSITION | -12,36% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,36% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,93% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,65% |
| Montségur Croissance C | -2,73% |
| Pictet – Atlas – P EUR : 2 | 0,80% |
| Axiom Short Duration Bond Fund | 0,43% |
| Haas Epargne Patrimoine C | -0,15% |
| Stratégie Rendement | 0,71% |
| Exane Pleiade Fund | 0,54% |
| Sycomore Allocation Patrimoine R | 0,23% |
| CANDRIAM Risk Arbitrage | 0,29% |
| Pluvalca Rentoblig | 0,62% |
| Trusteam Optimum A | 0,06% |
| G FUND - ALPHA FIXED INCOME | 0,28% |
| Dorval Global Conservative | 0,05% |
| AIS Protect | 0,26% |
| Sanso Short Duration C | 0,45% |
| CANDRIAM Patrimoine Obli Inter | 0,40% |
| Federal Ethi-Patrimoine | -0,35% |
| Clartan Patrimoine C | -0,07% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,35% |
| DNCA Invest Eurose A EUR | -0,04% |
| Durandal | -0,39% |
| Dôm Reflex | 0,16% |
| NN Green Bond | 0,61% |
| HELIUM INVEST | 0,28% |
| HELIUM FUND | 0,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,15% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 0,05% |
| MS INVF US Growth | 17,05% |
| Echiquier Artificial Intelligence B EUR | 8,61% |
| Invesco Global Consumer Trends | 11,75% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,23% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,39% |
| DNB Fund Renewable Energy | -7,74% |
| BNP PARIBAS ENERGY TRANSITION | 1,61% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,67% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,61% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,19% |
| Montségur Croissance C | 13,10% |
| Pictet – Atlas – P EUR : 2 | 8,55% |
| Axiom Short Duration Bond Fund | 8,91% |
| Haas Epargne Patrimoine C | 8,84% |
| Stratégie Rendement | 9,02% |
| Exane Pleiade Fund | 5,56% |
| Sycomore Allocation Patrimoine R | 8,58% |
| CANDRIAM Risk Arbitrage | 5,49% |
| Pluvalca Rentoblig | 7,42% |
| Trusteam Optimum A | 7,32% |
| G FUND - ALPHA FIXED INCOME | 4,59% |
| Dorval Global Conservative | 7,16% |
| AIS Protect | 5,38% |
| Sanso Short Duration C | 4,63% |
| CANDRIAM Patrimoine Obli Inter | 5,46% |
| Federal Ethi-Patrimoine | 7,76% |
| Clartan Patrimoine C | 5,77% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,74% |
| DNCA Invest Eurose A EUR | 5,65% |
| Durandal | 4,40% |
| Dôm Reflex | 6,19% |
| NN Green Bond | 7,87% |
| HELIUM INVEST | 5,21% |
| HELIUM FUND | 3,81% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,47% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 49,38% |
| MS INVF US Growth | 61,70% |
| Echiquier Artificial Intelligence B EUR | 50,55% |
| Invesco Global Consumer Trends | 37,46% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 25,19% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,86% |
| DNB Fund Renewable Energy | 6,55% |
| BNP PARIBAS ENERGY TRANSITION | 2,05% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,90% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,33% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,75% |
| Montségur Croissance C | 8,74% |
| Pictet – Atlas – P EUR : 2 | 5,80% |
| Axiom Short Duration Bond Fund | 6,75% |
| Haas Epargne Patrimoine C | 4,77% |
| Stratégie Rendement | 7,47% |
| Exane Pleiade Fund | 2,74% |
| Sycomore Allocation Patrimoine R | 6,14% |
| CANDRIAM Risk Arbitrage | 2,94% |
| Pluvalca Rentoblig | 5,70% |
| Trusteam Optimum A | 5,56% |
| G FUND - ALPHA FIXED INCOME | 3,97% |
| Dorval Global Conservative | 3,23% |
| AIS Protect | 1,74% |
| Sanso Short Duration C | 3,72% |
| CANDRIAM Patrimoine Obli Inter | 4,90% |
| Federal Ethi-Patrimoine | 5,32% |
| Clartan Patrimoine C | 4,78% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,07% |
| DNCA Invest Eurose A EUR | 6,04% |
| Durandal | 1,90% |
| Dôm Reflex | 4,98% |
| NN Green Bond | 4,61% |
| HELIUM INVEST | 4,88% |
| HELIUM FUND | 3,90% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,26% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,44% |
| MS INVF US Growth | 28,53% |
| Echiquier Artificial Intelligence B EUR | 34,18% |
| Invesco Global Consumer Trends | 17,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,74% |
| DNB Fund Renewable Energy | -10,90% |
| BNP PARIBAS ENERGY TRANSITION | -24,46% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,91% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,82% |
| Montségur Croissance C | -0,48% |
| Pictet – Atlas – P EUR : 2 | 1,79% |
| Axiom Short Duration Bond Fund | 2,42% |
| Haas Epargne Patrimoine C | 0,88% |
| Stratégie Rendement | 2,31% |
| Exane Pleiade Fund | 2,12% |
| Sycomore Allocation Patrimoine R | -0,21% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Pluvalca Rentoblig | 1,36% |
| Trusteam Optimum A | 0,10% |
| G FUND - ALPHA FIXED INCOME | 2,37% |
| Dorval Global Conservative | 0,53% |
| AIS Protect | -1,50% |
| Sanso Short Duration C | 1,42% |
| CANDRIAM Patrimoine Obli Inter | 1,49% |
| Federal Ethi-Patrimoine | -0,01% |
| Clartan Patrimoine C | 1,30% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,44% |
| DNCA Invest Eurose A EUR | 2,46% |
| Durandal | -0,08% |
| Dôm Reflex | 2,76% |
| NN Green Bond | -4,88% |
| HELIUM INVEST | 1,56% |
| HELIUM FUND | 2,12% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,62% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 21,51% |
| MS INVF US Growth | -11,03% |
| Echiquier Artificial Intelligence B EUR | -6,95% |
| Invesco Global Consumer Trends | -6,56% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,06% |
| DNB Fund Renewable Energy | -10,07% |
| BNP PARIBAS ENERGY TRANSITION | -31,07% |
