Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La confiance renouvelée des investisseurs a permis d’observer une augmentation nette de l’intérêt pour les ETF actions et sectoriels, notamment sur la technologie. Et aussi quelques dégagements sur les secteurs de la finance et de l’énergie note Rebecca Chesworth, stratégiste actions chez SPDR, dans sa revue mensuelle des flux.
Pour accéder à la synthèse mensuelle, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,18% |
| BNP PARIBAS Diversipierre | -5,41% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,00% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
| Pictet – Atlas – P EUR : 2 | 8,10% |
| Montségur Croissance C | 7,41% |
| Axiom Short Duration Bond Fund | 6,61% |
| Haas Epargne Patrimoine C | 5,60% |
| Stratégie Rendement | 5,37% |
| Exane Pleiade Fund | 5,22% |
| Sycomore Allocation Patrimoine R | 4,69% |
| Pluvalca Rentoblig | 4,56% |
| CANDRIAM Risk Arbitrage | 4,54% |
| Trusteam Optimum A | 4,45% |
| Dorval Global Conservative | 4,35% |
| Federal Ethi-Patrimoine | 4,24% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| AIS Protect | 4,11% |
| CANDRIAM Patrimoine Obli Inter | 3,96% |
| Sanso Short Duration C | 3,87% |
| NN Green Bond | 3,75% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
| Clartan Patrimoine C | 3,47% |
| HELIUM INVEST | 3,26% |
| Dôm Reflex | 3,20% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,10% |
| HELIUM FUND | 2,71% |
| DNCA Invest Eurose A EUR | 2,40% |
| Durandal | 2,08% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 50,33% |
| Echiquier Artificial Intelligence B EUR | 36,16% |
| Axiom European Banks Equity | 36,01% |
| Invesco Global Consumer Trends | 29,62% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,91% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,14% |
| BNP PARIBAS ENERGY TRANSITION | -10,20% |
| DNB Fund Renewable Energy | -11,35% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,25% |
| BNP PARIBAS Diversipierre | 0,17% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,19% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
| Pictet – Atlas – P EUR : 2 | 1,45% |
| Montségur Croissance C | -2,06% |
| Axiom Short Duration Bond Fund | 0,28% |
| Haas Epargne Patrimoine C | 0,33% |
| Stratégie Rendement | 0,84% |
| Exane Pleiade Fund | 0,98% |
| Sycomore Allocation Patrimoine R | 0,23% |
| Pluvalca Rentoblig | 0,55% |
| CANDRIAM Risk Arbitrage | 0,57% |
| Trusteam Optimum A | 0,17% |
| Dorval Global Conservative | 0,67% |
| Federal Ethi-Patrimoine | 0,38% |
| G FUND - ALPHA FIXED INCOME | 0,13% |
| AIS Protect | 0,26% |
| CANDRIAM Patrimoine Obli Inter | 0,38% |
| Sanso Short Duration C | 0,19% |
| NN Green Bond | 1,38% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,54% |
| Clartan Patrimoine C | -0,05% |
| HELIUM INVEST | 0,83% |
| Dôm Reflex | 0,44% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,53% |
| HELIUM FUND | 0,32% |
| DNCA Invest Eurose A EUR | -0,76% |
| Durandal | -0,76% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 24,29% |
| Echiquier Artificial Intelligence B EUR | 9,53% |
| Axiom European Banks Equity | -1,41% |
| Invesco Global Consumer Trends | 10,69% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 3,36% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,45% |
| BNP PARIBAS ENERGY TRANSITION | 3,28% |
| DNB Fund Renewable Energy | -5,83% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,30% |
| BNP PARIBAS Diversipierre | -9,77% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,05% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
| Pictet – Atlas – P EUR : 2 | 8,85% |
| Montségur Croissance C | 9,53% |
| Axiom Short Duration Bond Fund | 8,58% |
| Haas Epargne Patrimoine C | 8,06% |
| Stratégie Rendement | 8,57% |
| Exane Pleiade Fund | 6,15% |
| Sycomore Allocation Patrimoine R | 7,65% |
| Pluvalca Rentoblig | 7,08% |
| CANDRIAM Risk Arbitrage | 5,26% |
| Trusteam Optimum A | 6,82% |
| Dorval Global Conservative | 6,46% |
| Federal Ethi-Patrimoine | 7,45% |
| G FUND - ALPHA FIXED INCOME | 4,49% |
| AIS Protect | 5,21% |
| CANDRIAM Patrimoine Obli Inter | 5,19% |
| Sanso Short Duration C | 4,56% |
| NN Green Bond | 8,13% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,31% |
| Clartan Patrimoine C | 5,41% |
| HELIUM INVEST | 5,36% |
| Dôm Reflex | 5,78% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,10% |
| HELIUM FUND | 3,63% |
| DNCA Invest Eurose A EUR | 4,45% |
| Durandal | 3,16% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 74,10% |
| Echiquier Artificial Intelligence B EUR | 47,79% |
| Axiom European Banks Equity | 42,29% |
| Invesco Global Consumer Trends | 36,35% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 23,06% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,91% |
| BNP PARIBAS ENERGY TRANSITION | 5,36% |
| DNB Fund Renewable Energy | 2,58% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,59% |
| BNP PARIBAS Diversipierre | -10,42% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
| Pictet – Atlas – P EUR : 2 | 6,06% |
| Montségur Croissance C | 7,98% |
| Axiom Short Duration Bond Fund | 6,29% |
| Haas Epargne Patrimoine C | 4,43% |
| Stratégie Rendement | 6,99% |
| Exane Pleiade Fund | 2,96% |
| Sycomore Allocation Patrimoine R | 5,64% |
| Pluvalca Rentoblig | 5,26% |
| CANDRIAM Risk Arbitrage | 3,06% |
| Trusteam Optimum A | 5,15% |
| Dorval Global Conservative | 3,16% |
| Federal Ethi-Patrimoine | 5,09% |
| G FUND - ALPHA FIXED INCOME | 3,95% |
| AIS Protect | 1,60% |
| CANDRIAM Patrimoine Obli Inter | 4,59% |
| Sanso Short Duration C | 3,50% |
| NN Green Bond | 3,99% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,61% |
| Clartan Patrimoine C | 4,55% |
| HELIUM INVEST | 4,96% |
| Dôm Reflex | 4,60% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,87% |
| HELIUM FUND | 3,85% |
| DNCA Invest Eurose A EUR | 5,16% |
| Durandal | 1,57% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 38,23% |
| Echiquier Artificial Intelligence B EUR | 37,46% |
| Axiom European Banks Equity | 34,49% |
| Invesco Global Consumer Trends | 20,87% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
| BNP PARIBAS ENERGY TRANSITION | -22,75% |
| DNB Fund Renewable Energy | -9,66% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,05% |
| BNP PARIBAS Diversipierre | -7,75% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,87% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
| Pictet – Atlas – P EUR : 2 | 2,10% |
| Montségur Croissance C | 1,74% |
| Axiom Short Duration Bond Fund | 2,53% |
| Haas Epargne Patrimoine C | 1,40% |
| Stratégie Rendement | 2,69% |
| Exane Pleiade Fund | 2,33% |
| Sycomore Allocation Patrimoine R | 0,40% |
| Pluvalca Rentoblig | 1,69% |
| CANDRIAM Risk Arbitrage | 1,21% |
| Trusteam Optimum A | 0,44% |
| Dorval Global Conservative | 0,94% |
| Federal Ethi-Patrimoine | 0,55% |
| G FUND - ALPHA FIXED INCOME | 2,40% |
| AIS Protect | -1,19% |
| CANDRIAM Patrimoine Obli Inter | 1,67% |
| Sanso Short Duration C | 1,49% |
| NN Green Bond | -4,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
| Clartan Patrimoine C | 1,94% |
| HELIUM INVEST | 1,75% |
| Dôm Reflex | 3,06% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,14% |
| HELIUM FUND | 2,27% |
| DNCA Invest Eurose A EUR | 2,95% |
| Durandal | -0,05% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -7,83% |
| Echiquier Artificial Intelligence B EUR | -4,63% |
| Axiom European Banks Equity | 24,38% |
| Invesco Global Consumer Trends | -4,62% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,15% |
| BNP PARIBAS ENERGY TRANSITION | -28,33% |
| DNB Fund Renewable Energy | -8,45% |