Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Anne-France Gauthier de Vie Plus échange avec Cédric Genet de Hedon Family Office. Dans cette interview, Anne-France Gauthier revient sur les faits marquants de l'année 2024, l'impact de la mesure "Value for Money" adoptée par France Assureurs et les atouts qui attirent les CGP et Multi Family Offices vers Vie Plus.
Pour accéder au site de Vie Plus, cliquez ICI.
Anne-France Gauthier de Vie Plus échange avec Cédric Genet de Hedon Family Office. Dans cette interview, Anne-France Gauthier revient sur les faits marquants de l'année 2024, l'impact de la mesure "Value for Money" adoptée par France Assureurs et les atouts qui attirent les CGP et Multi Family Offices vers Vie Plus.
Pour accéder au site de Vie Plus, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,10% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,88% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,69% |
| Pictet – Atlas – P EUR : 2 | 7,44% |
| Axiom Short Duration Bond Fund | 6,50% |
| Montségur Croissance C | 6,39% |
| Haas Epargne Patrimoine C | 5,34% |
| Exane Pleiade Fund | 5,23% |
| Stratégie Rendement | 4,92% |
| CANDRIAM Risk Arbitrage | 4,40% |
| Sycomore Allocation Patrimoine R | 4,35% |
| Pluvalca Rentoblig | 4,22% |
| G FUND - ALPHA FIXED INCOME | 4,06% |
| AIS Protect | 4,04% |
| Trusteam Optimum A | 3,91% |
| Dorval Global Conservative | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 3,85% |
| Sanso Short Duration C | 3,84% |
| Federal Ethi-Patrimoine | 3,75% |
| Clartan Patrimoine C | 3,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,11% |
| HELIUM INVEST | 3,00% |
| DNCA Invest Eurose A EUR | 2,99% |
| Durandal | 2,94% |
| Dôm Reflex | 2,78% |
| NN Green Bond | 2,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,51% |
| HELIUM FUND | 2,47% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 44,16% |
| Axiom European Banks Equity | 40,77% |
| Echiquier Artificial Intelligence B EUR | 32,87% |
| Invesco Global Consumer Trends | 28,99% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,45% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -13,17% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,20% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,12% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,65% |
| Pictet – Atlas – P EUR : 2 | 0,62% |
| Axiom Short Duration Bond Fund | 0,24% |
| Montségur Croissance C | -3,33% |
| Haas Epargne Patrimoine C | -0,40% |
| Exane Pleiade Fund | 1,18% |
| Stratégie Rendement | 0,29% |
| CANDRIAM Risk Arbitrage | 0,09% |
| Sycomore Allocation Patrimoine R | -0,47% |
| Pluvalca Rentoblig | 0,16% |
| G FUND - ALPHA FIXED INCOME | 0,22% |
| AIS Protect | 0,25% |
| Trusteam Optimum A | -0,46% |
| Dorval Global Conservative | -0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,31% |
| Sanso Short Duration C | 0,23% |
| Federal Ethi-Patrimoine | -0,49% |
| Clartan Patrimoine C | -0,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,20% |
| HELIUM INVEST | 0,73% |
| DNCA Invest Eurose A EUR | -0,52% |
| Durandal | -0,61% |
| Dôm Reflex | -0,13% |
| NN Green Bond | -0,38% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,54% |
| HELIUM FUND | 0,23% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 22,50% |
| Axiom European Banks Equity | -0,29% |
| Echiquier Artificial Intelligence B EUR | 7,06% |
| Invesco Global Consumer Trends | 13,09% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -1,48% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,04% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -7,20% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,47% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,50% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,05% |
| Pictet – Atlas – P EUR : 2 | 8,25% |
| Axiom Short Duration Bond Fund | 8,56% |
| Montségur Croissance C | 9,56% |
| Haas Epargne Patrimoine C | 7,96% |
| Exane Pleiade Fund | 5,93% |
| Stratégie Rendement | 8,48% |
| CANDRIAM Risk Arbitrage | 5,42% |
| Sycomore Allocation Patrimoine R | 7,54% |
| Pluvalca Rentoblig | 6,90% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| AIS Protect | 5,30% |
| Trusteam Optimum A | 6,48% |
| Dorval Global Conservative | 6,14% |
| CANDRIAM Patrimoine Obli Inter | 5,23% |
| Sanso Short Duration C | 4,53% |
| Federal Ethi-Patrimoine | 7,16% |
| Clartan Patrimoine C | 5,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,03% |
| HELIUM INVEST | 5,10% |
| DNCA Invest Eurose A EUR | 5,24% |
| Durandal | 4,36% |
| Dôm Reflex | 5,62% |
| NN Green Bond | 7,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,36% |
| HELIUM FUND | 3,72% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 67,97% |
| Axiom European Banks Equity | 46,47% |
| Echiquier Artificial Intelligence B EUR | 46,29% |
| Invesco Global Consumer Trends | 36,44% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 27,46% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,03% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | 0,31% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,09% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,06% |
| Pictet – Atlas – P EUR : 2 | 5,70% |
| Axiom Short Duration Bond Fund | 6,47% |
| Montségur Croissance C | 8,06% |
| Haas Epargne Patrimoine C | 4,59% |
| Exane Pleiade Fund | 2,80% |
| Stratégie Rendement | 7,11% |
| CANDRIAM Risk Arbitrage | 3,04% |
| Sycomore Allocation Patrimoine R | 5,80% |
| Pluvalca Rentoblig | 5,47% |
| G FUND - ALPHA FIXED INCOME | 3,96% |
| AIS Protect | 1,73% |
| Trusteam Optimum A | 5,22% |
| Dorval Global Conservative | 3,10% |
| CANDRIAM Patrimoine Obli Inter | 4,85% |
| Sanso Short Duration C | 3,60% |
| Federal Ethi-Patrimoine | 5,12% |
| Clartan Patrimoine C | 4,85% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,69% |
| HELIUM INVEST | 5,02% |
| DNCA Invest Eurose A EUR | 5,99% |
| Durandal | 2,24% |
| Dôm Reflex | 4,68% |
| NN Green Bond | 3,81% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,07% |
| HELIUM FUND | 3,88% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 33,79% |
| Axiom European Banks Equity | 39,01% |
| Echiquier Artificial Intelligence B EUR | 35,91% |
| Invesco Global Consumer Trends | 19,89% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,22% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -10,06% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,92% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,38% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,81% |
| Pictet – Atlas – P EUR : 2 | 1,58% |
| Axiom Short Duration Bond Fund | 2,46% |
| Montségur Croissance C | -0,69% |
| Haas Epargne Patrimoine C | 0,87% |
| Exane Pleiade Fund | 2,26% |
| Stratégie Rendement | 2,42% |
| CANDRIAM Risk Arbitrage | 1,18% |
| Sycomore Allocation Patrimoine R | -0,21% |
| Pluvalca Rentoblig | 1,40% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| AIS Protect | -1,43% |
| Trusteam Optimum A | 0,06% |
| Dorval Global Conservative | 0,53% |
| CANDRIAM Patrimoine Obli Inter | 1,57% |
| Sanso Short Duration C | 1,42% |
| Federal Ethi-Patrimoine | 0,07% |
| Clartan Patrimoine C | 1,55% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,42% |
| HELIUM INVEST | 1,72% |
| DNCA Invest Eurose A EUR | 2,68% |
| Durandal | 0,05% |
| Dôm Reflex | 2,79% |
| NN Green Bond | -5,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,34% |
| HELIUM FUND | 2,19% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -11,01% |
| Axiom European Banks Equity | 23,37% |
| Echiquier Artificial Intelligence B EUR | -7,20% |
| Invesco Global Consumer Trends | -6,38% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,90% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,39% |
