Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La Matinale - Gestion de Fortune, Investissement Conseils, Profession CGP, Patrimoine24 - 03 mars 2021.
Sur le plateau de Décideurs TV, Frédéric Lorenzini reçoit Géraldine Tyl Chaigne - Agarim, Mégane Pasquini - Kirao AM et François L'Hénoret - Sanso Investment Solutions.
Ne manquez pas la Matinale !
La Matinale - Gestion de Fortune, Investissement Conseils, Profession CGP, Patrimoine24 - 03 mars 2021.
Sur le plateau de Décideurs TV, Frédéric Lorenzini reçoit Géraldine Tyl Chaigne - Agarim, Mégane Pasquini - Kirao AM et François L'Hénoret - Sanso Investment Solutions.
Ne manquez pas la Matinale !
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,49% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,08% |
| Montségur Croissance C | 8,96% |
| Pictet – Atlas – P EUR : 2 | 8,62% |
| Axiom Short Duration Bond Fund | 7,05% |
| Exane Pleiade Fund | 5,86% |
| Haas Epargne Patrimoine C | 5,84% |
| Stratégie Rendement | 5,59% |
| Sycomore Allocation Patrimoine R | 5,24% |
| Pluvalca Rentoblig | 4,84% |
| CANDRIAM Risk Arbitrage | 4,79% |
| Trusteam Optimum A | 4,77% |
| Federal Ethi-Patrimoine | 4,55% |
| G FUND - ALPHA FIXED INCOME | 4,41% |
| CANDRIAM Patrimoine Obli Inter | 4,37% |
| AIS Protect | 4,33% |
| Sanso Short Duration C | 4,33% |
| HELIUM INVEST | 3,97% |
| Dorval Global Conservative | 3,77% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,57% |
| Clartan Patrimoine C | 3,53% |
| Dôm Reflex | 3,21% |
| NN Green Bond | 3,08% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,05% |
| HELIUM FUND | 2,85% |
| DNCA Invest Eurose A EUR | 2,55% |
| Durandal | 1,87% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 52,81% |
| Axiom European Banks Equity | 41,84% |
| Echiquier Artificial Intelligence B EUR | 39,57% |
| Invesco Global Consumer Trends | 33,82% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,35% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,57% |
| H2O Multibonds | -8,68% |
| DNB Fund Renewable Energy | -14,82% |
| BNP PARIBAS ENERGY TRANSITION | -14,91% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,30% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,07% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,90% |
| Montségur Croissance C | -0,02% |
| Pictet – Atlas – P EUR : 2 | 0,69% |
| Axiom Short Duration Bond Fund | 0,49% |
| Exane Pleiade Fund | 0,57% |
| Haas Epargne Patrimoine C | -0,05% |
| Stratégie Rendement | 0,44% |
| Sycomore Allocation Patrimoine R | 0,84% |
| Pluvalca Rentoblig | 0,34% |
| CANDRIAM Risk Arbitrage | 0,23% |
| Trusteam Optimum A | 0,45% |
| Federal Ethi-Patrimoine | 0,27% |
| G FUND - ALPHA FIXED INCOME | 0,31% |
| CANDRIAM Patrimoine Obli Inter | 0,41% |
| AIS Protect | 0,24% |
| Sanso Short Duration C | 0,46% |
| HELIUM INVEST | 0,97% |
| Dorval Global Conservative | -0,53% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,22% |
| Clartan Patrimoine C | 0,02% |
| Dôm Reflex | 0,17% |
| NN Green Bond | -0,03% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,18% |
| HELIUM FUND | 0,30% |
| DNCA Invest Eurose A EUR | -0,37% |
| Durandal | -0,92% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 0,94% |
| Axiom European Banks Equity | 1,03% |
| Echiquier Artificial Intelligence B EUR | 0,28% |
| Invesco Global Consumer Trends | 2,47% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -5,20% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,63% |
| H2O Multibonds | -3,47% |
| DNB Fund Renewable Energy | -3,77% |
| BNP PARIBAS ENERGY TRANSITION | -7,39% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,58% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 13,07% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,53% |
| Montségur Croissance C | 8,92% |
| Pictet – Atlas – P EUR : 2 | 8,79% |
| Axiom Short Duration Bond Fund | 7,56% |
| Exane Pleiade Fund | 6,30% |
| Haas Epargne Patrimoine C | 5,87% |
| Stratégie Rendement | 5,67% |
| Sycomore Allocation Patrimoine R | 5,31% |
| Pluvalca Rentoblig | 4,86% |
| CANDRIAM Risk Arbitrage | 5,01% |
| Trusteam Optimum A | 4,85% |
| Federal Ethi-Patrimoine | 4,52% |
| G FUND - ALPHA FIXED INCOME | 4,51% |
| CANDRIAM Patrimoine Obli Inter | 4,24% |
| AIS Protect | 4,57% |
| Sanso Short Duration C | 4,37% |
| HELIUM INVEST | 4,17% |
| Dorval Global Conservative | 3,97% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,46% |
| Clartan Patrimoine C | 3,66% |
| Dôm Reflex | 3,18% |
| NN Green Bond | 2,69% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,22% |
| HELIUM FUND | 3,08% |
| DNCA Invest Eurose A EUR | 2,45% |
| Durandal | 1,72% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 53,62% |
| Axiom European Banks Equity | 42,41% |
| Echiquier Artificial Intelligence B EUR | 39,19% |
| Invesco Global Consumer Trends | 34,44% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,54% |
| H2O Multibonds | -8,71% |
| DNB Fund Renewable Energy | -13,73% |
| BNP PARIBAS ENERGY TRANSITION | -14,54% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,79% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,20% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,23% |
| Montségur Croissance C | 10,60% |
| Pictet – Atlas – P EUR : 2 | 6,16% |
| Axiom Short Duration Bond Fund | 6,31% |
| Exane Pleiade Fund | 3,30% |
| Haas Epargne Patrimoine C | 5,08% |
| Stratégie Rendement | 7,26% |
| Sycomore Allocation Patrimoine R | 6,71% |
| Pluvalca Rentoblig | 5,77% |
| CANDRIAM Risk Arbitrage | 3,15% |
| Trusteam Optimum A | 5,55% |
| Federal Ethi-Patrimoine | 6,09% |
| G FUND - ALPHA FIXED INCOME | 4,02% |
| CANDRIAM Patrimoine Obli Inter | 4,86% |
| AIS Protect | 2,03% |
| Sanso Short Duration C | 3,67% |
| HELIUM INVEST | 5,02% |
| Dorval Global Conservative | 3,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,24% |
| Clartan Patrimoine C | 4,88% |
| Dôm Reflex | 4,84% |
| NN Green Bond | 5,09% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,65% |
| HELIUM FUND | 3,53% |
| DNCA Invest Eurose A EUR | 5,42% |
| Durandal | 1,39% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 48,65% |
| Axiom European Banks Equity | 37,47% |
| Echiquier Artificial Intelligence B EUR | 45,81% |
| Invesco Global Consumer Trends | 27,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,72% |
| H2O Multibonds | 5,26% |
| DNB Fund Renewable Energy | -8,15% |
| BNP PARIBAS ENERGY TRANSITION | -20,99% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,05% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 4,04% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,15% |
| Montségur Croissance C | 1,25% |
| Pictet – Atlas – P EUR : 2 | 2,06% |
| Axiom Short Duration Bond Fund | 2,73% |
| Exane Pleiade Fund | 2,69% |
| Haas Epargne Patrimoine C | 1,30% |
| Stratégie Rendement | 2,48% |
| Sycomore Allocation Patrimoine R | 0,64% |
| Pluvalca Rentoblig | 1,76% |
| CANDRIAM Risk Arbitrage | 1,36% |
| Trusteam Optimum A | 0,46% |
| Federal Ethi-Patrimoine | 0,49% |
| G FUND - ALPHA FIXED INCOME | 2,57% |
| CANDRIAM Patrimoine Obli Inter | 1,65% |
| AIS Protect | -1,81% |
| Sanso Short Duration C | 1,58% |
| HELIUM INVEST | 1,69% |
| Dorval Global Conservative | 0,67% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,09% |
| Clartan Patrimoine C | 1,61% |
| Dôm Reflex | 2,83% |
| NN Green Bond | -4,51% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,06% |
| HELIUM FUND | 2,27% |
| DNCA Invest Eurose A EUR | 2,60% |
| Durandal | -0,28% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -2,93% |
| Axiom European Banks Equity | 25,66% |
| Echiquier Artificial Intelligence B EUR | -1,63% |
| Invesco Global Consumer Trends | -1,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,04% |
| H2O Multibonds | 9,63% |
| DNB Fund Renewable Energy | -9,01% |
| BNP PARIBAS ENERGY TRANSITION | -25,98% |
