Plan Epargne Retraite, points sur les partenariats, Swiss Life Banque,… Retrouvez Christophe de Vaublanc, Directeur Assureur Gestion Privée chez SWISS LIFE.
Plan Epargne Retraite, points sur les partenariats, Swiss Life Banque,… Retrouvez Christophe de Vaublanc, Directeur Assureur Gestion Privée chez SWISS LIFE.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,13% |
BNP PARIBAS Diversipierre | -5,41% |
Fonds | YTD |
---|---|
OMNIBOND | 11,31% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,52% |
Pictet – Atlas – P EUR : 2 | 7,56% |
Montségur Croissance C | 7,27% |
Axiom Short Duration Bond Fund | 6,55% |
Haas Epargne Patrimoine C | 5,56% |
Exane Pleiade Fund | 5,12% |
Stratégie Rendement | 4,92% |
Sycomore Allocation Patrimoine R | 4,55% |
CANDRIAM Risk Arbitrage | 4,42% |
Pluvalca Rentoblig | 4,25% |
Dorval Global Conservative | 4,10% |
G FUND - ALPHA FIXED INCOME | 4,07% |
AIS Protect | 4,07% |
Trusteam Optimum A | 3,98% |
CANDRIAM Patrimoine Obli Inter | 3,89% |
Federal Ethi-Patrimoine | 3,86% |
Sanso Short Duration C | 3,82% |
CT (LUX) EUROPEAN SOCIAL BOND | 3,34% |
Clartan Patrimoine C | 3,31% |
NN Green Bond | 3,11% |
HELIUM INVEST | 2,96% |
DNCA Invest Eurose A EUR | 2,87% |
Dôm Reflex | 2,82% |
Durandal | 2,67% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,58% |
HELIUM FUND | 2,55% |
Fonds | YTD |
---|---|
MS INVF US Growth | 51,39% |
Axiom European Banks Equity | 40,44% |
Echiquier Artificial Intelligence B EUR | 37,36% |
Invesco Global Consumer Trends | 30,60% |
abrdn Global Real Estate Active Thematics UCITS ETF | 11,13% |
CANDRIAM Absolute Return Equity Market Neutral | 3,78% |
BNP PARIBAS ENERGY TRANSITION | -10,10% |
DNB Fund Renewable Energy | -11,48% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,25% |
BNP PARIBAS Diversipierre | 0,17% |
Fonds | 1 mois |
---|---|
OMNIBOND | 0,78% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,38% |
Pictet – Atlas – P EUR : 2 | 0,88% |
Montségur Croissance C | -1,95% |
Axiom Short Duration Bond Fund | 0,29% |
Haas Epargne Patrimoine C | 0,09% |
Exane Pleiade Fund | 1,04% |
Stratégie Rendement | 0,44% |
Sycomore Allocation Patrimoine R | -0,08% |
CANDRIAM Risk Arbitrage | 0,13% |
Pluvalca Rentoblig | 0,36% |
Dorval Global Conservative | 0,11% |
G FUND - ALPHA FIXED INCOME | 0,19% |
AIS Protect | 0,27% |
Trusteam Optimum A | -0,26% |
CANDRIAM Patrimoine Obli Inter | 0,33% |
Federal Ethi-Patrimoine | 0,04% |
Sanso Short Duration C | 0,20% |
CT (LUX) EUROPEAN SOCIAL BOND | 0,49% |
Clartan Patrimoine C | -0,25% |
NN Green Bond | 1,00% |
HELIUM INVEST | 0,65% |
DNCA Invest Eurose A EUR | -0,46% |
Dôm Reflex | 0,11% |
Durandal | -0,86% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,02% |
HELIUM FUND | 0,28% |
Fonds | 1 mois |
---|---|
MS INVF US Growth | 28,68% |
Axiom European Banks Equity | 0,68% |
Echiquier Artificial Intelligence B EUR | 10,19% |
Invesco Global Consumer Trends | 13,90% |
abrdn Global Real Estate Active Thematics UCITS ETF | 1,70% |
CANDRIAM Absolute Return Equity Market Neutral | -0,28% |
BNP PARIBAS ENERGY TRANSITION | 4,92% |
DNB Fund Renewable Energy | -4,76% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 5,44% |
BNP PARIBAS Diversipierre | -9,77% |
Fonds | 1 an |
---|---|
OMNIBOND | 14,67% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,60% |
Pictet – Atlas – P EUR : 2 | 8,33% |
Montségur Croissance C | 10,08% |
Axiom Short Duration Bond Fund | 8,63% |
Haas Epargne Patrimoine C | 8,08% |
Exane Pleiade Fund | 6,09% |
Stratégie Rendement | 8,34% |
Sycomore Allocation Patrimoine R | 7,73% |
CANDRIAM Risk Arbitrage | 5,43% |
Pluvalca Rentoblig | 6,91% |
Dorval Global Conservative | 6,32% |
G FUND - ALPHA FIXED INCOME | 4,52% |
AIS Protect | 5,32% |
Trusteam Optimum A | 6,55% |
CANDRIAM Patrimoine Obli Inter | 5,22% |
Federal Ethi-Patrimoine | 7,24% |
Sanso Short Duration C | 4,55% |
CT (LUX) EUROPEAN SOCIAL BOND | 7,18% |
Clartan Patrimoine C | 5,36% |
NN Green Bond | 7,96% |
HELIUM INVEST | 5,01% |
DNCA Invest Eurose A EUR | 5,07% |
Dôm Reflex | 5,54% |
Durandal | 4,11% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,12% |
HELIUM FUND | 3,50% |
Fonds | 1 an |
---|---|
MS INVF US Growth | 75,21% |
Axiom European Banks Equity | 47,12% |
Echiquier Artificial Intelligence B EUR | 49,10% |
Invesco Global Consumer Trends | 37,03% |
abrdn Global Real Estate Active Thematics UCITS ETF | 22,55% |
CANDRIAM Absolute Return Equity Market Neutral | 4,71% |
BNP PARIBAS ENERGY TRANSITION | 4,66% |
DNB Fund Renewable Energy | 2,24% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,74% |
BNP PARIBAS Diversipierre | -10,42% |
Fonds | 2 ans |
---|---|
OMNIBOND | 10,31% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,47% |
Pictet – Atlas – P EUR : 2 | 5,83% |
Montségur Croissance C | 8,45% |
Axiom Short Duration Bond Fund | 6,45% |
Haas Epargne Patrimoine C | 4,63% |
Exane Pleiade Fund | 2,91% |
Stratégie Rendement | 7,09% |
Sycomore Allocation Patrimoine R | 5,90% |
CANDRIAM Risk Arbitrage | 3,05% |
Pluvalca Rentoblig | 5,45% |
Dorval Global Conservative | 3,25% |
G FUND - ALPHA FIXED INCOME | 3,95% |
AIS Protect | 1,68% |
Trusteam Optimum A | 5,20% |
CANDRIAM Patrimoine Obli Inter | 4,88% |
Federal Ethi-Patrimoine | 5,11% |
Sanso Short Duration C | 3,58% |
CT (LUX) EUROPEAN SOCIAL BOND | 4,67% |
Clartan Patrimoine C | 4,82% |
NN Green Bond | 3,91% |
HELIUM INVEST | 5,00% |
DNCA Invest Eurose A EUR | 5,92% |
Dôm Reflex | 4,68% |
Durandal | 1,85% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,05% |
HELIUM FUND | 3,93% |
Fonds | 2 ans |
---|---|
MS INVF US Growth | 40,86% |
Axiom European Banks Equity | 38,36% |
Echiquier Artificial Intelligence B EUR | 38,88% |
Invesco Global Consumer Trends | 21,81% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 5,50% |
BNP PARIBAS ENERGY TRANSITION | -22,53% |
DNB Fund Renewable Energy | -9,19% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,93% |
BNP PARIBAS Diversipierre | -7,75% |
Fonds | 3 ans |
---|---|
OMNIBOND | 3,51% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,57% |
Pictet – Atlas – P EUR : 2 | 1,62% |
Montségur Croissance C | -0,42% |
Axiom Short Duration Bond Fund | 2,48% |
Haas Epargne Patrimoine C | 0,94% |
Exane Pleiade Fund | 2,22% |
Stratégie Rendement | 2,42% |
Sycomore Allocation Patrimoine R | -0,14% |
CANDRIAM Risk Arbitrage | 1,20% |
Pluvalca Rentoblig | 1,41% |
Dorval Global Conservative | 0,61% |
G FUND - ALPHA FIXED INCOME | 2,40% |
AIS Protect | -1,42% |
Trusteam Optimum A | 0,08% |
CANDRIAM Patrimoine Obli Inter | 1,59% |
Federal Ethi-Patrimoine | 0,10% |
Sanso Short Duration C | 1,41% |
CT (LUX) EUROPEAN SOCIAL BOND | -2,30% |
Clartan Patrimoine C | 1,57% |
NN Green Bond | -4,72% |
HELIUM INVEST | 1,71% |
DNCA Invest Eurose A EUR | 2,63% |
Dôm Reflex | 2,81% |
Durandal | -0,04% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,32% |
HELIUM FUND | 2,22% |
Fonds | 3 ans |
---|---|
MS INVF US Growth | -8,62% |
Axiom European Banks Equity | 23,28% |
Echiquier Artificial Intelligence B EUR | -6,16% |
Invesco Global Consumer Trends | -6,07% |
abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
CANDRIAM Absolute Return Equity Market Neutral | 2,01% |
BNP PARIBAS ENERGY TRANSITION | -29,88% |
DNB Fund Renewable Energy | -9,79% |