Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Cette semaine, Jérôme et Brice parlent de la réforme de la date de prise en compte des ressources pour les APL, de la preuve de la notion de holding "animatrice" et FIDROIT offre l'accès à un webinaire relatif au PER.
Pour accéder au site, cliquez ICI.
Cette semaine, Jérôme et Brice parlent de la réforme de la date de prise en compte des ressources pour les APL, de la preuve de la notion de holding "animatrice" et FIDROIT offre l'accès à un webinaire relatif au PER.
Pour accéder au site, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,47% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,69% |
| Montségur Croissance C | 9,47% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 8,54% |
| Pictet – Atlas – P EUR : 2 | 8,50% |
| Axiom Short Duration Bond Fund | 7,00% |
| Exane Pleiade Fund | 6,00% |
| Haas Epargne Patrimoine C | 5,70% |
| Stratégie Rendement | 5,62% |
| Sycomore Allocation Patrimoine R | 5,26% |
| Pluvalca Rentoblig | 4,86% |
| CANDRIAM Risk Arbitrage | 4,77% |
| Trusteam Optimum A | 4,69% |
| Federal Ethi-Patrimoine | 4,67% |
| G FUND - ALPHA FIXED INCOME | 4,38% |
| CANDRIAM Patrimoine Obli Inter | 4,33% |
| AIS Protect | 4,32% |
| Sanso Short Duration C | 4,32% |
| HELIUM INVEST | 3,98% |
| Dorval Global Conservative | 3,62% |
| Clartan Patrimoine C | 3,60% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,59% |
| NN Green Bond | 3,33% |
| Dôm Reflex | 3,31% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,17% |
| HELIUM FUND | 2,72% |
| DNCA Invest Eurose A EUR | 2,67% |
| Durandal | 1,92% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 50,48% |
| Axiom European Banks Equity | 43,21% |
| Echiquier Artificial Intelligence B EUR | 37,38% |
| Invesco Global Consumer Trends | 30,05% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 4,27% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,22% |
| H2O Multibonds | -8,82% |
| DNB Fund Renewable Energy | -16,22% |
| BNP PARIBAS ENERGY TRANSITION | -17,00% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,36% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,63% |
| Montségur Croissance C | 2,90% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,05% |
| Pictet – Atlas – P EUR : 2 | 0,98% |
| Axiom Short Duration Bond Fund | 0,47% |
| Exane Pleiade Fund | 0,73% |
| Haas Epargne Patrimoine C | 0,34% |
| Stratégie Rendement | 0,67% |
| Sycomore Allocation Patrimoine R | 0,87% |
| Pluvalca Rentoblig | 0,62% |
| CANDRIAM Risk Arbitrage | 0,36% |
| Trusteam Optimum A | 0,76% |
| Federal Ethi-Patrimoine | 0,88% |
| G FUND - ALPHA FIXED INCOME | 0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,46% |
| AIS Protect | 0,27% |
| Sanso Short Duration C | 0,46% |
| HELIUM INVEST | 0,96% |
| Dorval Global Conservative | -0,24% |
| Clartan Patrimoine C | 0,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,46% |
| NN Green Bond | 0,79% |
| Dôm Reflex | 0,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,64% |
| HELIUM FUND | 0,24% |
| DNCA Invest Eurose A EUR | -0,32% |
| Durandal | -0,99% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 4,38% |
| Axiom European Banks Equity | 1,73% |
| Echiquier Artificial Intelligence B EUR | 3,40% |
| Invesco Global Consumer Trends | 0,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -6,17% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,19% |
| H2O Multibonds | -3,99% |
| DNB Fund Renewable Energy | -3,52% |
| BNP PARIBAS ENERGY TRANSITION | -4,86% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,73% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 12,96% |
| Montségur Croissance C | 8,85% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,18% |
| Pictet – Atlas – P EUR : 2 | 8,87% |
| Axiom Short Duration Bond Fund | 7,60% |
| Exane Pleiade Fund | 6,64% |
| Haas Epargne Patrimoine C | 5,89% |
| Stratégie Rendement | 5,98% |
| Sycomore Allocation Patrimoine R | 5,46% |
| Pluvalca Rentoblig | 5,16% |
| CANDRIAM Risk Arbitrage | 4,98% |
| Trusteam Optimum A | 5,13% |
| Federal Ethi-Patrimoine | 4,88% |
| G FUND - ALPHA FIXED INCOME | 4,51% |
| CANDRIAM Patrimoine Obli Inter | 4,20% |
| AIS Protect | 4,64% |
| Sanso Short Duration C | 4,47% |
| HELIUM INVEST | 4,29% |
| Dorval Global Conservative | 3,92% |
| Clartan Patrimoine C | 3,98% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,93% |
| NN Green Bond | 3,04% |
| Dôm Reflex | 3,49% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,74% |
| HELIUM FUND | 2,98% |
| DNCA Invest Eurose A EUR | 2,92% |
| Durandal | 2,06% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 49,47% |
| Axiom European Banks Equity | 44,32% |
| Echiquier Artificial Intelligence B EUR | 35,56% |
| Invesco Global Consumer Trends | 29,87% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 4,92% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,45% |
| H2O Multibonds | -10,63% |
| DNB Fund Renewable Energy | -14,70% |
| BNP PARIBAS ENERGY TRANSITION | -14,29% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,20% |
| Montségur Croissance C | 10,54% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,88% |
| Pictet – Atlas – P EUR : 2 | 6,12% |
| Axiom Short Duration Bond Fund | 6,26% |
| Exane Pleiade Fund | 3,44% |
| Haas Epargne Patrimoine C | 4,94% |
| Stratégie Rendement | 7,15% |
| Sycomore Allocation Patrimoine R | 6,57% |
| Pluvalca Rentoblig | 5,63% |
| CANDRIAM Risk Arbitrage | 3,15% |
| Trusteam Optimum A | 5,44% |
| Federal Ethi-Patrimoine | 5,81% |
| G FUND - ALPHA FIXED INCOME | 4,00% |
| CANDRIAM Patrimoine Obli Inter | 4,65% |
| AIS Protect | 2,07% |
| Sanso Short Duration C | 3,73% |
| HELIUM INVEST | 5,03% |
| Dorval Global Conservative | 3,24% |
| Clartan Patrimoine C | 5,08% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,79% |
| NN Green Bond | 4,76% |
| Dôm Reflex | 4,67% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,52% |
| HELIUM FUND | 3,44% |
| DNCA Invest Eurose A EUR | 5,78% |
| Durandal | 1,38% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 45,28% |
| Axiom European Banks Equity | 40,17% |
| Echiquier Artificial Intelligence B EUR | 42,91% |
| Invesco Global Consumer Trends | 25,52% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,29% |
| H2O Multibonds | 7,55% |
| DNB Fund Renewable Energy | -9,62% |
| BNP PARIBAS ENERGY TRANSITION | -24,64% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,05% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 4,03% |
| Montségur Croissance C | 1,97% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,52% |
| Pictet – Atlas – P EUR : 2 | 2,16% |
| Axiom Short Duration Bond Fund | 2,70% |
| Exane Pleiade Fund | 2,92% |
| Haas Epargne Patrimoine C | 1,39% |
| Stratégie Rendement | 2,57% |
| Sycomore Allocation Patrimoine R | 0,51% |
| Pluvalca Rentoblig | 1,71% |
| CANDRIAM Risk Arbitrage | 1,43% |
| Trusteam Optimum A | 0,45% |
| Federal Ethi-Patrimoine | 0,57% |
| G FUND - ALPHA FIXED INCOME | 2,55% |
| CANDRIAM Patrimoine Obli Inter | 1,72% |
| AIS Protect | -1,57% |
| Sanso Short Duration C | 1,58% |
| HELIUM INVEST | 1,69% |
| Dorval Global Conservative | 0,70% |
| Clartan Patrimoine C | 1,79% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,29% |
| NN Green Bond | -4,82% |
| Dôm Reflex | 2,85% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,07% |
| HELIUM FUND | 2,24% |
| DNCA Invest Eurose A EUR | 2,89% |
| Durandal | -0,23% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -2,53% |
| Axiom European Banks Equity | 25,53% |
| Echiquier Artificial Intelligence B EUR | -0,68% |
| Invesco Global Consumer Trends | -1,26% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,81% |
| H2O Multibonds | 10,88% |
| DNB Fund Renewable Energy | -8,93% |
| BNP PARIBAS ENERGY TRANSITION | -26,50% |
