Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Découvrez notre podcast avec Quentin Nansot, Directeur de la Distribution CGP chez Marigny Capital. Retour sur une année 2024 marquée par une croissance notable, analyse des produits performants et perspectives pour l’année à venir.
Disclaimer : Les performances passées ne préjugent pas des performances futures. Investir comporte des risques. Prenez-en connaissance.
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| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,27% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,24% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
| Montségur Croissance C | 9,03% |
| Pictet – Atlas – P EUR : 2 | 8,21% |
| Axiom Short Duration Bond Fund | 6,70% |
| Haas Epargne Patrimoine C | 6,14% |
| Stratégie Rendement | 5,68% |
| Exane Pleiade Fund | 5,62% |
| Sycomore Allocation Patrimoine R | 5,06% |
| Pluvalca Rentoblig | 4,89% |
| Federal Ethi-Patrimoine | 4,77% |
| Trusteam Optimum A | 4,68% |
| CANDRIAM Risk Arbitrage | 4,62% |
| Dorval Global Conservative | 4,51% |
| NN Green Bond | 4,37% |
| AIS Protect | 4,14% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,04% |
| CANDRIAM Patrimoine Obli Inter | 3,99% |
| Sanso Short Duration C | 3,93% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,72% |
| Clartan Patrimoine C | 3,59% |
| Dôm Reflex | 3,45% |
| HELIUM INVEST | 3,29% |
| HELIUM FUND | 2,75% |
| DNCA Invest Eurose A EUR | 2,68% |
| Durandal | 2,26% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 53,84% |
| Axiom European Banks Equity | 38,08% |
| Echiquier Artificial Intelligence B EUR | 36,67% |
| Invesco Global Consumer Trends | 31,46% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,61% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,12% |
| BNP PARIBAS ENERGY TRANSITION | -9,35% |
| DNB Fund Renewable Energy | -10,58% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,33% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
| Montségur Croissance C | -0,07% |
| Pictet – Atlas – P EUR : 2 | 1,29% |
| Axiom Short Duration Bond Fund | 0,39% |
| Haas Epargne Patrimoine C | 0,86% |
| Stratégie Rendement | 1,19% |
| Exane Pleiade Fund | 1,27% |
| Sycomore Allocation Patrimoine R | 0,52% |
| Pluvalca Rentoblig | 0,90% |
| Federal Ethi-Patrimoine | 0,88% |
| Trusteam Optimum A | 0,30% |
| CANDRIAM Risk Arbitrage | 0,53% |
| Dorval Global Conservative | 0,70% |
| NN Green Bond | 2,53% |
| AIS Protect | 0,28% |
| G FUND - ALPHA FIXED INCOME | 0,15% |
| CT (LUX) EUROPEAN SOCIAL BOND | 1,11% |
| CANDRIAM Patrimoine Obli Inter | 0,38% |
| Sanso Short Duration C | 0,27% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,20% |
| Clartan Patrimoine C | 0,03% |
| Dôm Reflex | 0,80% |
| HELIUM INVEST | 0,79% |
| HELIUM FUND | 0,32% |
| DNCA Invest Eurose A EUR | -0,50% |
| Durandal | -0,52% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 27,89% |
| Axiom European Banks Equity | -0,79% |
| Echiquier Artificial Intelligence B EUR | 9,25% |
| Invesco Global Consumer Trends | 14,10% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,83% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,33% |
| BNP PARIBAS ENERGY TRANSITION | 5,04% |
| DNB Fund Renewable Energy | -4,57% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,23% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
| Montségur Croissance C | 10,87% |
| Pictet – Atlas – P EUR : 2 | 9,01% |
| Axiom Short Duration Bond Fund | 8,51% |
| Haas Epargne Patrimoine C | 8,19% |
| Stratégie Rendement | 8,35% |
| Exane Pleiade Fund | 6,49% |
| Sycomore Allocation Patrimoine R | 7,70% |
| Pluvalca Rentoblig | 6,94% |
| Federal Ethi-Patrimoine | 7,31% |
| Trusteam Optimum A | 6,77% |
| CANDRIAM Risk Arbitrage | 5,38% |
| Dorval Global Conservative | 6,40% |
| NN Green Bond | 7,63% |
| AIS Protect | 5,29% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| CT (LUX) EUROPEAN SOCIAL BOND | 6,99% |
| CANDRIAM Patrimoine Obli Inter | 5,05% |
| Sanso Short Duration C | 4,56% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 7,91% |
| Clartan Patrimoine C | 5,24% |
| Dôm Reflex | 5,54% |
| HELIUM INVEST | 5,28% |
| HELIUM FUND | 3,65% |
| DNCA Invest Eurose A EUR | 4,42% |
| Durandal | 2,94% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 71,30% |
| Axiom European Banks Equity | 43,11% |
| Echiquier Artificial Intelligence B EUR | 44,18% |
| Invesco Global Consumer Trends | 36,97% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 17,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,56% |
| BNP PARIBAS ENERGY TRANSITION | 2,68% |
| DNB Fund Renewable Energy | 2,86% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,63% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,55% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
| Montségur Croissance C | 9,26% |
| Pictet – Atlas – P EUR : 2 | 6,07% |
| Axiom Short Duration Bond Fund | 6,37% |
| Haas Epargne Patrimoine C | 4,74% |
| Stratégie Rendement | 7,18% |
| Exane Pleiade Fund | 3,01% |
| Sycomore Allocation Patrimoine R | 5,96% |
| Pluvalca Rentoblig | 5,44% |
| Federal Ethi-Patrimoine | 5,34% |
| Trusteam Optimum A | 5,26% |
| CANDRIAM Risk Arbitrage | 3,13% |
| Dorval Global Conservative | 3,40% |
| NN Green Bond | 3,68% |
| AIS Protect | 1,68% |
| G FUND - ALPHA FIXED INCOME | 3,95% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,65% |
| CANDRIAM Patrimoine Obli Inter | 4,62% |
| Sanso Short Duration C | 3,58% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,26% |
| Clartan Patrimoine C | 4,67% |
| Dôm Reflex | 4,64% |
| HELIUM INVEST | 4,98% |
| HELIUM FUND | 3,79% |
| DNCA Invest Eurose A EUR | 5,46% |
| Durandal | 1,54% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 38,21% |
| Axiom European Banks Equity | 35,71% |
| Echiquier Artificial Intelligence B EUR | 38,84% |
| Invesco Global Consumer Trends | 20,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,48% |
| BNP PARIBAS ENERGY TRANSITION | -22,07% |
| DNB Fund Renewable Energy | -8,27% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,06% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
| Montségur Croissance C | 2,12% |
| Pictet – Atlas – P EUR : 2 | 2,04% |
| Axiom Short Duration Bond Fund | 2,56% |
| Haas Epargne Patrimoine C | 1,62% |
| Stratégie Rendement | 2,78% |
| Exane Pleiade Fund | 2,44% |
| Sycomore Allocation Patrimoine R | 0,51% |
| Pluvalca Rentoblig | 1,81% |
| Federal Ethi-Patrimoine | 0,76% |
| Trusteam Optimum A | 0,55% |
| CANDRIAM Risk Arbitrage | 1,29% |
| Dorval Global Conservative | 1,00% |
| NN Green Bond | -4,45% |
| AIS Protect | -1,10% |
| G FUND - ALPHA FIXED INCOME | 2,42% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,93% |
| CANDRIAM Patrimoine Obli Inter | 1,67% |
| Sanso Short Duration C | 1,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,33% |
| Clartan Patrimoine C | 2,00% |
| Dôm Reflex | 3,08% |
| HELIUM INVEST | 1,76% |
| HELIUM FUND | 2,26% |
| DNCA Invest Eurose A EUR | 3,02% |
| Durandal | -0,10% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -4,16% |
| Axiom European Banks Equity | 24,86% |
| Echiquier Artificial Intelligence B EUR | -4,89% |
| Invesco Global Consumer Trends | -2,11% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,16% |
| BNP PARIBAS ENERGY TRANSITION | -28,43% |
| DNB Fund Renewable Energy | -8,49% |