Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Kelly Hebert, Directrice Générale France, Belgique et Luxembourg de M&G Investments, partage les perspectives stratégiques de la maison d'investissement sur le marché français. Focus sur les actualités clés, notamment le rachat de BauMont Capital, acteur spécialisé en immobilier.
Pour accéder au site, cliquez ICI.
Kelly Hebert, Directrice Générale France, Belgique et Luxembourg de M&G Investments, partage les perspectives stratégiques de la maison d'investissement sur le marché français. Focus sur les actualités clés, notamment le rachat de BauMont Capital, acteur spécialisé en immobilier.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,14% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,93% |
| Montségur Croissance C | 8,70% |
| Pictet – Atlas – P EUR : 2 | 7,45% |
| Axiom Short Duration Bond Fund | 6,49% |
| Haas Epargne Patrimoine C | 5,70% |
| Exane Pleiade Fund | 5,14% |
| Stratégie Rendement | 4,93% |
| Sycomore Allocation Patrimoine R | 4,76% |
| Pluvalca Rentoblig | 4,32% |
| CANDRIAM Risk Arbitrage | 4,26% |
| Trusteam Optimum A | 4,20% |
| Dorval Global Conservative | 4,08% |
| G FUND - ALPHA FIXED INCOME | 4,08% |
| AIS Protect | 4,01% |
| Federal Ethi-Patrimoine | 4,00% |
| Sanso Short Duration C | 3,89% |
| CANDRIAM Patrimoine Obli Inter | 3,79% |
| Clartan Patrimoine C | 3,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,15% |
| DNCA Invest Eurose A EUR | 3,14% |
| Durandal | 3,08% |
| Dôm Reflex | 2,85% |
| NN Green Bond | 2,69% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,61% |
| HELIUM INVEST | 2,57% |
| HELIUM FUND | 2,44% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 41,13% |
| MS INVF US Growth | 35,44% |
| Echiquier Artificial Intelligence B EUR | 33,93% |
| Invesco Global Consumer Trends | 24,99% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,37% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,82% |
| DNB Fund Renewable Energy | -11,71% |
| BNP PARIBAS ENERGY TRANSITION | -13,09% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,40% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,15% |
| Montségur Croissance C | -2,78% |
| Pictet – Atlas – P EUR : 2 | 0,68% |
| Axiom Short Duration Bond Fund | 0,43% |
| Haas Epargne Patrimoine C | 0,11% |
| Exane Pleiade Fund | 0,97% |
| Stratégie Rendement | 0,83% |
| Sycomore Allocation Patrimoine R | 0,23% |
| Pluvalca Rentoblig | 0,77% |
| CANDRIAM Risk Arbitrage | 0,27% |
| Trusteam Optimum A | 0,10% |
| Dorval Global Conservative | -0,04% |
| G FUND - ALPHA FIXED INCOME | 0,33% |
| AIS Protect | 0,28% |
| Federal Ethi-Patrimoine | -0,06% |
| Sanso Short Duration C | 0,46% |
| CANDRIAM Patrimoine Obli Inter | 0,39% |
| Clartan Patrimoine C | -0,07% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,50% |
| DNCA Invest Eurose A EUR | 0,08% |
| Durandal | -0,14% |
| Dôm Reflex | 0,33% |
| NN Green Bond | 0,22% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,38% |
| HELIUM INVEST | 0,38% |
| HELIUM FUND | 0,29% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 1,48% |
| MS INVF US Growth | 14,46% |
| Echiquier Artificial Intelligence B EUR | 7,16% |
| Invesco Global Consumer Trends | 9,49% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,80% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,13% |
| DNB Fund Renewable Energy | -6,81% |
| BNP PARIBAS ENERGY TRANSITION | 3,24% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,61% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,43% |
| Montségur Croissance C | 13,34% |
| Pictet – Atlas – P EUR : 2 | 8,49% |
| Axiom Short Duration Bond Fund | 8,91% |
| Haas Epargne Patrimoine C | 8,62% |
| Exane Pleiade Fund | 6,00% |
| Stratégie Rendement | 8,70% |
| Sycomore Allocation Patrimoine R | 8,37% |
| Pluvalca Rentoblig | 7,22% |
| CANDRIAM Risk Arbitrage | 5,36% |
| Trusteam Optimum A | 7,11% |
| Dorval Global Conservative | 6,64% |
| G FUND - ALPHA FIXED INCOME | 4,62% |
| AIS Protect | 5,30% |
| Federal Ethi-Patrimoine | 7,65% |
| Sanso Short Duration C | 4,65% |
| CANDRIAM Patrimoine Obli Inter | 5,33% |
| Clartan Patrimoine C | 5,56% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,34% |
| DNCA Invest Eurose A EUR | 5,66% |
| Durandal | 4,67% |
| Dôm Reflex | 5,79% |
| NN Green Bond | 8,04% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,62% |
| HELIUM INVEST | 4,96% |
| HELIUM FUND | 3,78% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 49,92% |
| MS INVF US Growth | 56,81% |
| Echiquier Artificial Intelligence B EUR | 47,19% |
| Invesco Global Consumer Trends | 31,32% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 26,12% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,77% |
| DNB Fund Renewable Energy | 2,88% |
| BNP PARIBAS ENERGY TRANSITION | -1,55% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,81% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,28% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,29% |
| Montségur Croissance C | 9,05% |
| Pictet – Atlas – P EUR : 2 | 5,80% |
| Axiom Short Duration Bond Fund | 6,75% |
| Haas Epargne Patrimoine C | 4,95% |
| Exane Pleiade Fund | 3,04% |
| Stratégie Rendement | 7,28% |
| Sycomore Allocation Patrimoine R | 5,91% |
| Pluvalca Rentoblig | 5,57% |
| CANDRIAM Risk Arbitrage | 2,98% |
| Trusteam Optimum A | 5,39% |
| Dorval Global Conservative | 3,18% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,81% |
| Federal Ethi-Patrimoine | 5,48% |
| Sanso Short Duration C | 3,65% |
| CANDRIAM Patrimoine Obli Inter | 4,72% |
| Clartan Patrimoine C | 4,84% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,11% |
| DNCA Invest Eurose A EUR | 6,03% |
| Durandal | 2,81% |
| Dôm Reflex | 5,02% |
| NN Green Bond | 4,32% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,43% |
| HELIUM INVEST | 4,94% |
| HELIUM FUND | 3,96% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,85% |
| MS INVF US Growth | 25,44% |
| Echiquier Artificial Intelligence B EUR | 34,77% |
| Invesco Global Consumer Trends | 16,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,53% |
| DNB Fund Renewable Energy | -10,14% |
| BNP PARIBAS ENERGY TRANSITION | -25,87% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,49% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,98% |
| Montségur Croissance C | -0,11% |
| Pictet – Atlas – P EUR : 2 | 1,78% |
| Axiom Short Duration Bond Fund | 2,42% |
| Haas Epargne Patrimoine C | 1,01% |
| Exane Pleiade Fund | 2,30% |
| Stratégie Rendement | 2,37% |
| Sycomore Allocation Patrimoine R | -0,13% |
| Pluvalca Rentoblig | 1,42% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Trusteam Optimum A | 0,14% |
| Dorval Global Conservative | 0,55% |
| G FUND - ALPHA FIXED INCOME | 2,38% |
| AIS Protect | -1,49% |
| Federal Ethi-Patrimoine | 0,13% |
| Sanso Short Duration C | 1,44% |
| CANDRIAM Patrimoine Obli Inter | 1,50% |
| Clartan Patrimoine C | 1,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,37% |
| DNCA Invest Eurose A EUR | 2,55% |
| Durandal | 0,04% |
| Dôm Reflex | 2,81% |
| NN Green Bond | -4,75% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,43% |
| HELIUM INVEST | 1,59% |
| HELIUM FUND | 2,16% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,21% |
| MS INVF US Growth | -12,47% |
| Echiquier Artificial Intelligence B EUR | -7,20% |
| Invesco Global Consumer Trends | -7,76% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,96% |
| DNB Fund Renewable Energy | -9,87% |
| BNP PARIBAS ENERGY TRANSITION | -31,19% |
