Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Mathilde Poulmarch, Responsable Relations Partenaires Distribution chez Edmond de Rothschild Asset Management, répond aux questions d'Anne-France Gauthier de Vie Plus. Point sur les actualités et les perspectives stratégiques de l'acteur de la gestion d'actifs.
Pour accéder au site, cliquez ICI.
Mathilde Poulmarch, Responsable Relations Partenaires Distribution chez Edmond de Rothschild Asset Management, répond aux questions d'Anne-France Gauthier de Vie Plus. Point sur les actualités et les perspectives stratégiques de l'acteur de la gestion d'actifs.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,13% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,13% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,17% |
| Pictet – Atlas – P EUR : 2 | 7,28% |
| Montségur Croissance C | 6,75% |
| Axiom Short Duration Bond Fund | 6,56% |
| Haas Epargne Patrimoine C | 5,50% |
| Exane Pleiade Fund | 5,06% |
| Stratégie Rendement | 4,91% |
| Sycomore Allocation Patrimoine R | 4,47% |
| Pluvalca Rentoblig | 4,28% |
| CANDRIAM Risk Arbitrage | 4,26% |
| G FUND - ALPHA FIXED INCOME | 4,09% |
| Trusteam Optimum A | 4,09% |
| AIS Protect | 4,02% |
| Dorval Global Conservative | 3,93% |
| Sanso Short Duration C | 3,92% |
| Federal Ethi-Patrimoine | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 3,85% |
| Clartan Patrimoine C | 3,26% |
| Durandal | 3,05% |
| DNCA Invest Eurose A EUR | 3,05% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,03% |
| Dôm Reflex | 2,80% |
| HELIUM INVEST | 2,56% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,54% |
| NN Green Bond | 2,53% |
| HELIUM FUND | 2,43% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 42,04% |
| MS INVF US Growth | 37,01% |
| Echiquier Artificial Intelligence B EUR | 30,83% |
| Invesco Global Consumer Trends | 24,47% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,11% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,81% |
| BNP PARIBAS ENERGY TRANSITION | -12,77% |
| DNB Fund Renewable Energy | -12,84% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,35% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,79% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,56% |
| Pictet – Atlas – P EUR : 2 | 0,50% |
| Montségur Croissance C | -2,09% |
| Axiom Short Duration Bond Fund | 0,44% |
| Haas Epargne Patrimoine C | 0,07% |
| Exane Pleiade Fund | 1,21% |
| Stratégie Rendement | 0,62% |
| Sycomore Allocation Patrimoine R | 0,01% |
| Pluvalca Rentoblig | 0,54% |
| CANDRIAM Risk Arbitrage | 0,11% |
| G FUND - ALPHA FIXED INCOME | 0,32% |
| Trusteam Optimum A | -0,08% |
| AIS Protect | 0,28% |
| Dorval Global Conservative | -0,14% |
| Sanso Short Duration C | 0,43% |
| Federal Ethi-Patrimoine | -0,09% |
| CANDRIAM Patrimoine Obli Inter | 0,46% |
| Clartan Patrimoine C | -0,18% |
| Durandal | -0,35% |
| DNCA Invest Eurose A EUR | 0,01% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,28% |
| Dôm Reflex | 0,12% |
| HELIUM INVEST | 0,34% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,01% |
| NN Green Bond | -0,37% |
| HELIUM FUND | 0,28% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 2,07% |
| MS INVF US Growth | 16,42% |
| Echiquier Artificial Intelligence B EUR | 6,51% |
| Invesco Global Consumer Trends | 9,13% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -2,09% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,26% |
| BNP PARIBAS ENERGY TRANSITION | 1,21% |
| DNB Fund Renewable Energy | -6,85% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,25% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,20% |
| Pictet – Atlas – P EUR : 2 | 8,26% |
| Montségur Croissance C | 10,74% |
| Axiom Short Duration Bond Fund | 8,75% |
| Haas Epargne Patrimoine C | 8,29% |
| Exane Pleiade Fund | 5,90% |
| Stratégie Rendement | 8,64% |
| Sycomore Allocation Patrimoine R | 7,83% |
| Pluvalca Rentoblig | 7,13% |
| CANDRIAM Risk Arbitrage | 5,25% |
| G FUND - ALPHA FIXED INCOME | 4,58% |
| Trusteam Optimum A | 6,81% |
| AIS Protect | 5,29% |
| Dorval Global Conservative | 6,37% |
| Sanso Short Duration C | 4,61% |
| Federal Ethi-Patrimoine | 7,47% |
| CANDRIAM Patrimoine Obli Inter | 5,29% |
| Clartan Patrimoine C | 5,42% |
| Durandal | 4,40% |
| DNCA Invest Eurose A EUR | 5,46% |
| CT (LUX) EUROPEAN SOCIAL BOND | 6,94% |
| Dôm Reflex | 5,79% |
| HELIUM INVEST | 4,89% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,86% |
| NN Green Bond | 7,59% |
| HELIUM FUND | 3,77% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 49,37% |
| MS INVF US Growth | 61,24% |
| Echiquier Artificial Intelligence B EUR | 43,73% |
| Invesco Global Consumer Trends | 31,68% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 26,06% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,01% |
| BNP PARIBAS ENERGY TRANSITION | -0,06% |
| DNB Fund Renewable Energy | 0,69% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,79% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,64% |
| Pictet – Atlas – P EUR : 2 | 5,62% |
| Montségur Croissance C | 7,87% |
| Axiom Short Duration Bond Fund | 6,51% |
| Haas Epargne Patrimoine C | 4,73% |
| Exane Pleiade Fund | 2,88% |
| Stratégie Rendement | 7,16% |
| Sycomore Allocation Patrimoine R | 5,66% |
| Pluvalca Rentoblig | 5,52% |
| CANDRIAM Risk Arbitrage | 2,95% |
| G FUND - ALPHA FIXED INCOME | 3,99% |
| Trusteam Optimum A | 5,30% |
| AIS Protect | 1,81% |
| Dorval Global Conservative | 3,03% |
| Sanso Short Duration C | 3,64% |
| Federal Ethi-Patrimoine | 5,29% |
| CANDRIAM Patrimoine Obli Inter | 4,73% |
| Clartan Patrimoine C | 4,76% |
| Durandal | 2,47% |
| DNCA Invest Eurose A EUR | 5,88% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,65% |
| Dôm Reflex | 4,84% |
| HELIUM INVEST | 4,94% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,21% |
| NN Green Bond | 3,81% |
| HELIUM FUND | 3,95% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,29% |
| MS INVF US Growth | 30,43% |
| Echiquier Artificial Intelligence B EUR | 31,19% |
| Invesco Global Consumer Trends | 17,77% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,39% |
| BNP PARIBAS ENERGY TRANSITION | -24,23% |
| DNB Fund Renewable Energy | -9,89% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,94% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,44% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,20% |
| Pictet – Atlas – P EUR : 2 | 1,59% |
| Montségur Croissance C | -0,90% |
| Axiom Short Duration Bond Fund | 2,44% |
| Haas Epargne Patrimoine C | 0,90% |
| Exane Pleiade Fund | 2,20% |
| Stratégie Rendement | 2,37% |
| Sycomore Allocation Patrimoine R | -0,24% |
| Pluvalca Rentoblig | 1,41% |
| CANDRIAM Risk Arbitrage | 1,18% |
| G FUND - ALPHA FIXED INCOME | 2,39% |
| Trusteam Optimum A | 0,11% |
| AIS Protect | -1,47% |
| Dorval Global Conservative | 0,49% |
| Sanso Short Duration C | 1,46% |
| Federal Ethi-Patrimoine | 0,10% |
| CANDRIAM Patrimoine Obli Inter | 1,52% |
| Clartan Patrimoine C | 1,28% |
| Durandal | 0,05% |
| DNCA Invest Eurose A EUR | 2,46% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,35% |
| Dôm Reflex | 2,82% |
| HELIUM INVEST | 1,59% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,44% |
| NN Green Bond | -4,87% |
| HELIUM FUND | 2,14% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,15% |
| MS INVF US Growth | -12,36% |
| Echiquier Artificial Intelligence B EUR | -7,82% |
| Invesco Global Consumer Trends | -7,71% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,89% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,15% |
