Patrimoine24
Toute l'info sur les acteurs du patrimoine 
2019 a fait rentrer en territoire négatif les emprunts d'Etat de la zone euro au moment où les régulateurs européens imposent aux concepteurs et distributeurs de produits d'investissement un renforcement de leurs fonds propres. Benoist Lombard, pour BFM Business, associe ces nouveaux paradigmes à d’inéluctable érosion de la performance des fonds en euro. A l'heure de PACTE, il est temps d'anticiper le futur.
Retrouvez Benoist Lombard, associé-gérant de Witam MFO, sur https://www.witam.fr/
2019 a fait rentrer en territoire négatif les emprunts d'Etat de la zone euro au moment où les régulateurs européens imposent aux concepteurs et distributeurs de produits d'investissement un renforcement de leurs fonds propres. Benoist Lombard, pour BFM Business, associe ces nouveaux paradigmes à d’inéluctable érosion de la performance des fonds en euro. A l'heure de PACTE, il est temps d'anticiper le futur.
Retrouvez Benoist Lombard, associé-gérant de Witam MFO, sur https://www.witam.fr/
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,03% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 2,66% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,82% |
| Pictet – Atlas – P EUR : 2 | 0,38% |
| Haas Epargne Patrimoine C | 0,35% |
| Sycomore Allocation Patrimoine R | 0,29% |
| HELIUM FUND | 0,28% |
| Exane Pleiade Fund | 0,27% |
| CANDRIAM Risk Arbitrage | 0,23% |
| DNCA Invest Eurose A EUR | 0,15% |
| HELIUM INVEST | 0,11% |
| Dorval Global Conservative | 0,09% |
| CANDRIAM Patrimoine Obli Inter | 0,06% |
| Durandal | 0,04% |
| AIS Protect | 0,04% |
| Axiom Short Duration Bond Fund | 0,03% |
| G FUND - ALPHA FIXED INCOME | 0,03% |
| Clartan Patrimoine C | 0,00% |
| Sanso Short Duration C | -0,02% |
| Federal Ethi-Patrimoine | -0,02% |
| Kirao Multicaps Alpha | -0,05% |
| Trusteam Optimum A | -0,05% |
| OMNIBOND | -0,17% |
| Stratégie Rendement | -0,21% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,23% |
| Pluvalca Rentoblig | -0,24% |
| Dôm Reflex | -0,28% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,47% |
| NN Green Bond | -0,76% |
| Fonds | YTD |
|---|---|
| BNP PARIBAS ENERGY TRANSITION | 7,51% |
| Echiquier Artificial Intelligence B EUR | 3,96% |
| MS INVF US Growth | 3,79% |
| H2O Multibonds | 3,09% |
| DNB Fund Renewable Energy | 2,59% |
| Invesco Global Consumer Trends | 2,00% |
| Axiom European Banks Equity | 1,22% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,96% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,26% |
| MS INVF Asia Opportunity | -1,90% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,16% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | -1,34% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,79% |
| Pictet – Atlas – P EUR : 2 | 0,23% |
| Haas Epargne Patrimoine C | -0,21% |
| Sycomore Allocation Patrimoine R | -0,26% |
| HELIUM FUND | 0,73% |
| Exane Pleiade Fund | 0,16% |
| CANDRIAM Risk Arbitrage | 0,52% |
| DNCA Invest Eurose A EUR | -0,04% |
| HELIUM INVEST | 0,67% |
| Dorval Global Conservative | -0,77% |
| CANDRIAM Patrimoine Obli Inter | 0,28% |
| Durandal | -0,05% |
| AIS Protect | 0,23% |
| Axiom Short Duration Bond Fund | 0,24% |
| G FUND - ALPHA FIXED INCOME | 0,22% |
| Clartan Patrimoine C | -0,15% |
| Sanso Short Duration C | 0,22% |
| Federal Ethi-Patrimoine | -0,92% |
| Kirao Multicaps Alpha | -0,04% |
| Trusteam Optimum A | -0,15% |
| OMNIBOND | 0,28% |
| Stratégie Rendement | -0,68% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -1,41% |
| Pluvalca Rentoblig | -0,60% |
| Dôm Reflex | -0,69% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,28% |
| NN Green Bond | -2,17% |
| Fonds | 1 mois |
|---|---|
| BNP PARIBAS ENERGY TRANSITION | 2,07% |
| Echiquier Artificial Intelligence B EUR | -1,34% |
| MS INVF US Growth | -1,53% |
| H2O Multibonds | -2,15% |
| DNB Fund Renewable Energy | -0,94% |
| Invesco Global Consumer Trends | 0,81% |
| Axiom European Banks Equity | 1,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -2,42% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,74% |
| MS INVF Asia Opportunity | -3,85% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,71% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 14,04% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,15% |
| Pictet – Atlas – P EUR : 2 | 9,29% |
| Haas Epargne Patrimoine C | 6,82% |
| Sycomore Allocation Patrimoine R | 6,15% |
| HELIUM FUND | 3,49% |
| Exane Pleiade Fund | 6,25% |
| CANDRIAM Risk Arbitrage | 5,28% |
| DNCA Invest Eurose A EUR | 3,22% |
| HELIUM INVEST | 4,34% |
| Dorval Global Conservative | 4,27% |
| CANDRIAM Patrimoine Obli Inter | 4,56% |
| Durandal | 2,20% |
| AIS Protect | 4,42% |
| Axiom Short Duration Bond Fund | 7,25% |
| G FUND - ALPHA FIXED INCOME | 4,43% |
| Clartan Patrimoine C | 4,03% |
| Sanso Short Duration C | 4,34% |
| Federal Ethi-Patrimoine | 5,49% |
| Kirao Multicaps Alpha | 4,18% |
| Trusteam Optimum A | 5,16% |
| OMNIBOND | 12,48% |
| Stratégie Rendement | 5,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,06% |
| Pluvalca Rentoblig | 5,07% |
| Dôm Reflex | 3,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,84% |
| NN Green Bond | 3,08% |
| Fonds | 1 an |
|---|---|
| BNP PARIBAS ENERGY TRANSITION | -2,95% |
| Echiquier Artificial Intelligence B EUR | 46,02% |
| MS INVF US Growth | 67,92% |
| H2O Multibonds | -5,74% |
| DNB Fund Renewable Energy | -8,09% |
| Invesco Global Consumer Trends | 43,09% |
| Axiom European Banks Equity | 41,61% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 7,98% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,47% |
| MS INVF Asia Opportunity | 28,60% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,60% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 10,32% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,64% |
| Pictet – Atlas – P EUR : 2 | 6,18% |
| Haas Epargne Patrimoine C | 4,78% |
| Sycomore Allocation Patrimoine R | 6,08% |
| HELIUM FUND | 3,61% |
| Exane Pleiade Fund | 3,14% |
| CANDRIAM Risk Arbitrage | 3,41% |
| DNCA Invest Eurose A EUR | 5,00% |
| HELIUM INVEST | 4,70% |
| Dorval Global Conservative | 3,04% |
| CANDRIAM Patrimoine Obli Inter | 4,57% |
| Durandal | 2,18% |
| AIS Protect | 2,06% |
| Axiom Short Duration Bond Fund | 6,12% |
| G FUND - ALPHA FIXED INCOME | 4,07% |
| Clartan Patrimoine C | 4,24% |
| Sanso Short Duration C | 3,71% |
| Federal Ethi-Patrimoine | 5,44% |
| Kirao Multicaps Alpha | -0,29% |
| Trusteam Optimum A | 5,25% |
| OMNIBOND | 10,17% |
| Stratégie Rendement | 6,77% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,19% |
| Pluvalca Rentoblig | 5,27% |
| Dôm Reflex | 4,45% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,45% |
| NN Green Bond | 3,84% |
| Fonds | 2 ans |
|---|---|
| BNP PARIBAS ENERGY TRANSITION | -18,98% |
| Echiquier Artificial Intelligence B EUR | 49,22% |
| MS INVF US Growth | 52,51% |
| H2O Multibonds | 5,61% |
| DNB Fund Renewable Energy | -8,12% |
| Invesco Global Consumer Trends | 26,48% |
| Axiom European Banks Equity | 31,52% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,22% |
| MS INVF Asia Opportunity | 2,34% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,07% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 2,28% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,83% |
| Pictet – Atlas – P EUR : 2 | 2,36% |
| Haas Epargne Patrimoine C | 1,33% |
| Sycomore Allocation Patrimoine R | 0,30% |
| HELIUM FUND | 2,47% |
| Exane Pleiade Fund | 2,54% |
| CANDRIAM Risk Arbitrage | 1,49% |
| DNCA Invest Eurose A EUR | 2,41% |
| HELIUM INVEST | 1,72% |
| Dorval Global Conservative | 0,72% |
| CANDRIAM Patrimoine Obli Inter | 1,61% |
| Durandal | -0,09% |
| AIS Protect | -2,11% |
| Axiom Short Duration Bond Fund | 2,66% |
| G FUND - ALPHA FIXED INCOME | 2,60% |
| Clartan Patrimoine C | 1,38% |
| Sanso Short Duration C | 1,60% |
| Federal Ethi-Patrimoine | 0,44% |
| Kirao Multicaps Alpha | -5,26% |
| Trusteam Optimum A | 0,45% |
| OMNIBOND | 3,86% |
| Stratégie Rendement | 2,33% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,27% |
| Pluvalca Rentoblig | 1,69% |
| Dôm Reflex | 2,75% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,03% |
| NN Green Bond | -4,39% |
| Fonds | 3 ans |
|---|---|
| BNP PARIBAS ENERGY TRANSITION | -23,02% |
| Echiquier Artificial Intelligence B EUR | 3,64% |
| MS INVF US Growth | 1,49% |
| H2O Multibonds | 11,56% |
| DNB Fund Renewable Energy | -7,57% |
| Invesco Global Consumer Trends | 0,17% |
| Axiom European Banks Equity | 21,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,78% |
| MS INVF Asia Opportunity | -2,00% |
