Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Hélène Lamon, Directrice Commerciale et Produits chez CGP Entrepreneurs, répond aux questions d'Olivier Samain de Selencia Patrimoine. Point sur les chiffres de l'année 2024, les actualités du groupement et ses perspectives pour l'année 2025.
Pour accéder au site, cliquez ICI.
Hélène Lamon, Directrice Commerciale et Produits chez CGP Entrepreneurs, répond aux questions d'Olivier Samain de Selencia Patrimoine. Point sur les chiffres de l'année 2024, les actualités du groupement et ses perspectives pour l'année 2025.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,12% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 11,03% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,57% |
| Pictet – Atlas – P EUR : 2 | 7,32% |
| Axiom Short Duration Bond Fund | 6,53% |
| Montségur Croissance C | 6,12% |
| Haas Epargne Patrimoine C | 5,39% |
| Exane Pleiade Fund | 5,15% |
| Stratégie Rendement | 4,88% |
| Sycomore Allocation Patrimoine R | 4,42% |
| CANDRIAM Risk Arbitrage | 4,40% |
| Pluvalca Rentoblig | 4,19% |
| G FUND - ALPHA FIXED INCOME | 4,08% |
| Trusteam Optimum A | 4,03% |
| AIS Protect | 4,03% |
| Dorval Global Conservative | 3,91% |
| Sanso Short Duration C | 3,89% |
| CANDRIAM Patrimoine Obli Inter | 3,83% |
| Federal Ethi-Patrimoine | 3,81% |
| Clartan Patrimoine C | 3,24% |
| Durandal | 3,17% |
| DNCA Invest Eurose A EUR | 3,09% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,03% |
| HELIUM INVEST | 2,95% |
| Dôm Reflex | 2,73% |
| NN Green Bond | 2,68% |
| HELIUM FUND | 2,55% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,47% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 43,08% |
| MS INVF US Growth | 39,54% |
| Echiquier Artificial Intelligence B EUR | 30,57% |
| Invesco Global Consumer Trends | 25,00% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,73% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,66% |
| BNP PARIBAS ENERGY TRANSITION | -11,94% |
| DNB Fund Renewable Energy | -12,84% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,22% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,25% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,76% |
| Pictet – Atlas – P EUR : 2 | 0,51% |
| Axiom Short Duration Bond Fund | 0,27% |
| Montségur Croissance C | -3,58% |
| Haas Epargne Patrimoine C | -0,35% |
| Exane Pleiade Fund | 1,11% |
| Stratégie Rendement | 0,25% |
| Sycomore Allocation Patrimoine R | -0,40% |
| CANDRIAM Risk Arbitrage | 0,10% |
| Pluvalca Rentoblig | 0,13% |
| G FUND - ALPHA FIXED INCOME | 0,24% |
| Trusteam Optimum A | -0,34% |
| AIS Protect | 0,24% |
| Dorval Global Conservative | -0,26% |
| Sanso Short Duration C | 0,27% |
| CANDRIAM Patrimoine Obli Inter | 0,29% |
| Federal Ethi-Patrimoine | -0,44% |
| Clartan Patrimoine C | -0,38% |
| Durandal | -0,39% |
| DNCA Invest Eurose A EUR | -0,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,28% |
| HELIUM INVEST | 0,68% |
| Dôm Reflex | -0,18% |
| NN Green Bond | -0,21% |
| HELIUM FUND | 0,30% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,58% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 1,35% |
| MS INVF US Growth | 18,57% |
| Echiquier Artificial Intelligence B EUR | 5,21% |
| Invesco Global Consumer Trends | 9,59% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -1,53% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,84% |
| BNP PARIBAS ENERGY TRANSITION | 2,17% |
| DNB Fund Renewable Energy | -6,85% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,49% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,65% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 13,92% |
| Pictet – Atlas – P EUR : 2 | 8,13% |
| Axiom Short Duration Bond Fund | 8,59% |
| Montségur Croissance C | 9,28% |
| Haas Epargne Patrimoine C | 8,01% |
| Exane Pleiade Fund | 5,85% |
| Stratégie Rendement | 8,43% |
| Sycomore Allocation Patrimoine R | 7,62% |
| CANDRIAM Risk Arbitrage | 5,43% |
| Pluvalca Rentoblig | 6,87% |
| G FUND - ALPHA FIXED INCOME | 4,54% |
| Trusteam Optimum A | 6,61% |
| AIS Protect | 5,29% |
| Dorval Global Conservative | 6,19% |
| Sanso Short Duration C | 4,58% |
| CANDRIAM Patrimoine Obli Inter | 5,21% |
| Federal Ethi-Patrimoine | 7,22% |
| Clartan Patrimoine C | 5,35% |
| Durandal | 4,59% |
| DNCA Invest Eurose A EUR | 5,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | 6,94% |
| HELIUM INVEST | 5,05% |
| Dôm Reflex | 5,57% |
| NN Green Bond | 7,75% |
| HELIUM FUND | 3,79% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,31% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 48,87% |
| MS INVF US Growth | 64,21% |
| Echiquier Artificial Intelligence B EUR | 43,76% |
| Invesco Global Consumer Trends | 32,24% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 26,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,25% |
| BNP PARIBAS ENERGY TRANSITION | 0,89% |
| DNB Fund Renewable Energy | 0,69% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,75% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,17% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,01% |
| Pictet – Atlas – P EUR : 2 | 5,64% |
| Axiom Short Duration Bond Fund | 6,48% |
| Montségur Croissance C | 7,92% |
| Haas Epargne Patrimoine C | 4,62% |
| Exane Pleiade Fund | 2,77% |
| Stratégie Rendement | 7,09% |
| Sycomore Allocation Patrimoine R | 5,84% |
| CANDRIAM Risk Arbitrage | 3,04% |
| Pluvalca Rentoblig | 5,45% |
| G FUND - ALPHA FIXED INCOME | 3,97% |
| Trusteam Optimum A | 5,29% |
| AIS Protect | 1,73% |
| Dorval Global Conservative | 3,12% |
| Sanso Short Duration C | 3,62% |
| CANDRIAM Patrimoine Obli Inter | 4,84% |
| Federal Ethi-Patrimoine | 5,14% |
| Clartan Patrimoine C | 4,85% |
| Durandal | 2,36% |
| DNCA Invest Eurose A EUR | 6,04% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,65% |
| HELIUM INVEST | 4,99% |
| Dôm Reflex | 4,66% |
| NN Green Bond | 3,89% |
| HELIUM FUND | 3,92% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,05% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,14% |
| MS INVF US Growth | 31,63% |
| Echiquier Artificial Intelligence B EUR | 34,73% |
| Invesco Global Consumer Trends | 18,02% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,33% |
| BNP PARIBAS ENERGY TRANSITION | -23,88% |
| DNB Fund Renewable Energy | -9,89% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,42% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,89% |
| Pictet – Atlas – P EUR : 2 | 1,54% |
| Axiom Short Duration Bond Fund | 2,44% |
| Montségur Croissance C | -0,67% |
| Haas Epargne Patrimoine C | 0,89% |
| Exane Pleiade Fund | 2,27% |
| Stratégie Rendement | 2,37% |
| Sycomore Allocation Patrimoine R | -0,24% |
| CANDRIAM Risk Arbitrage | 1,18% |
| Pluvalca Rentoblig | 1,40% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| Trusteam Optimum A | 0,11% |
| AIS Protect | -1,42% |
| Dorval Global Conservative | 0,52% |
| Sanso Short Duration C | 1,44% |
| CANDRIAM Patrimoine Obli Inter | 1,52% |
| Federal Ethi-Patrimoine | 0,09% |
| Clartan Patrimoine C | 1,41% |
| Durandal | 0,11% |
| DNCA Invest Eurose A EUR | 2,56% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,35% |
| HELIUM INVEST | 1,72% |
| Dôm Reflex | 2,79% |
| NN Green Bond | -4,98% |
| HELIUM FUND | 2,20% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,39% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 23,06% |
| MS INVF US Growth | -11,97% |
| Echiquier Artificial Intelligence B EUR | -7,94% |
| Invesco Global Consumer Trends | -7,36% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,03% |
| BNP PARIBAS ENERGY TRANSITION | -30,36% |
| DNB Fund Renewable Energy | -10,15% |
