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 | 4,09% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,48% |
| Montségur Croissance C | 7,49% |
| Pictet – Atlas – P EUR : 2 | 7,48% |
| Axiom Short Duration Bond Fund | 6,49% |
| Haas Epargne Patrimoine C | 5,31% |
| Stratégie Rendement | 4,77% |
| Exane Pleiade Fund | 4,60% |
| Sycomore Allocation Patrimoine R | 4,50% |
| CANDRIAM Risk Arbitrage | 4,28% |
| Pluvalca Rentoblig | 4,14% |
| Trusteam Optimum A | 4,10% |
| G FUND - ALPHA FIXED INCOME | 4,05% |
| Dorval Global Conservative | 4,04% |
| AIS Protect | 3,98% |
| Sanso Short Duration C | 3,83% |
| CANDRIAM Patrimoine Obli Inter | 3,76% |
| Federal Ethi-Patrimoine | 3,57% |
| Clartan Patrimoine C | 3,24% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,94% |
| DNCA Invest Eurose A EUR | 2,88% |
| Durandal | 2,71% |
| Dôm Reflex | 2,70% |
| NN Green Bond | 2,62% |
| HELIUM INVEST | 2,45% |
| HELIUM FUND | 2,33% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,01% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 38,72% |
| MS INVF US Growth | 37,89% |
| Echiquier Artificial Intelligence B EUR | 34,99% |
| Invesco Global Consumer Trends | 27,49% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 7,85% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,13% |
| DNB Fund Renewable Energy | -12,31% |
| BNP PARIBAS ENERGY TRANSITION | -12,36% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,36% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,93% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 0,65% |
| Montségur Croissance C | -2,73% |
| Pictet – Atlas – P EUR : 2 | 0,80% |
| Axiom Short Duration Bond Fund | 0,43% |
| Haas Epargne Patrimoine C | -0,15% |
| Stratégie Rendement | 0,71% |
| Exane Pleiade Fund | 0,54% |
| Sycomore Allocation Patrimoine R | 0,23% |
| CANDRIAM Risk Arbitrage | 0,29% |
| Pluvalca Rentoblig | 0,62% |
| Trusteam Optimum A | 0,06% |
| G FUND - ALPHA FIXED INCOME | 0,28% |
| Dorval Global Conservative | 0,05% |
| AIS Protect | 0,26% |
| Sanso Short Duration C | 0,45% |
| CANDRIAM Patrimoine Obli Inter | 0,40% |
| Federal Ethi-Patrimoine | -0,35% |
| Clartan Patrimoine C | -0,07% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,35% |
| DNCA Invest Eurose A EUR | -0,04% |
| Durandal | -0,39% |
| Dôm Reflex | 0,16% |
| NN Green Bond | 0,61% |
| HELIUM INVEST | 0,28% |
| HELIUM FUND | 0,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,15% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 0,05% |
| MS INVF US Growth | 17,05% |
| Echiquier Artificial Intelligence B EUR | 8,61% |
| Invesco Global Consumer Trends | 11,75% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -0,23% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,39% |
| DNB Fund Renewable Energy | -7,74% |
| BNP PARIBAS ENERGY TRANSITION | 1,61% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,67% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,61% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 16,19% |
| Montségur Croissance C | 13,10% |
| Pictet – Atlas – P EUR : 2 | 8,55% |
| Axiom Short Duration Bond Fund | 8,91% |
| Haas Epargne Patrimoine C | 8,84% |
| Stratégie Rendement | 9,02% |
| Exane Pleiade Fund | 5,56% |
| Sycomore Allocation Patrimoine R | 8,58% |
| CANDRIAM Risk Arbitrage | 5,49% |
| Pluvalca Rentoblig | 7,42% |
| Trusteam Optimum A | 7,32% |
| G FUND - ALPHA FIXED INCOME | 4,59% |
| Dorval Global Conservative | 7,16% |
| AIS Protect | 5,38% |
| Sanso Short Duration C | 4,63% |
| CANDRIAM Patrimoine Obli Inter | 5,46% |
| Federal Ethi-Patrimoine | 7,76% |
| Clartan Patrimoine C | 5,77% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,74% |
| DNCA Invest Eurose A EUR | 5,65% |
| Durandal | 4,40% |
| Dôm Reflex | 6,19% |
| NN Green Bond | 7,87% |
| HELIUM INVEST | 5,21% |
| HELIUM FUND | 3,81% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 9,47% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 49,38% |
| MS INVF US Growth | 61,70% |
| Echiquier Artificial Intelligence B EUR | 50,55% |
| Invesco Global Consumer Trends | 37,46% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 25,19% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,86% |
| DNB Fund Renewable Energy | 6,55% |
| BNP PARIBAS ENERGY TRANSITION | 2,05% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,90% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,33% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,75% |
| Montségur Croissance C | 8,74% |
| Pictet – Atlas – P EUR : 2 | 5,80% |
| Axiom Short Duration Bond Fund | 6,75% |
| Haas Epargne Patrimoine C | 4,77% |
| Stratégie Rendement | 7,47% |
| Exane Pleiade Fund | 2,74% |
| Sycomore Allocation Patrimoine R | 6,14% |
| CANDRIAM Risk Arbitrage | 2,94% |
| Pluvalca Rentoblig | 5,70% |
| Trusteam Optimum A | 5,56% |
| G FUND - ALPHA FIXED INCOME | 3,97% |
| Dorval Global Conservative | 3,23% |
| AIS Protect | 1,74% |
| Sanso Short Duration C | 3,72% |
| CANDRIAM Patrimoine Obli Inter | 4,90% |
| Federal Ethi-Patrimoine | 5,32% |
| Clartan Patrimoine C | 4,78% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,07% |
| DNCA Invest Eurose A EUR | 6,04% |
| Durandal | 1,90% |
| Dôm Reflex | 4,98% |
| NN Green Bond | 4,61% |
| HELIUM INVEST | 4,88% |
| HELIUM FUND | 3,90% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,26% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 40,44% |
| MS INVF US Growth | 28,53% |
| Echiquier Artificial Intelligence B EUR | 34,18% |
| Invesco Global Consumer Trends | 17,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,74% |
| DNB Fund Renewable Energy | -10,90% |
| BNP PARIBAS ENERGY TRANSITION | -24,46% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,91% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,82% |
| Montségur Croissance C | -0,48% |
| Pictet – Atlas – P EUR : 2 | 1,79% |
| Axiom Short Duration Bond Fund | 2,42% |
| Haas Epargne Patrimoine C | 0,88% |
| Stratégie Rendement | 2,31% |
| Exane Pleiade Fund | 2,12% |
| Sycomore Allocation Patrimoine R | -0,21% |
| CANDRIAM Risk Arbitrage | 1,20% |
| Pluvalca Rentoblig | 1,36% |
| Trusteam Optimum A | 0,10% |
| G FUND - ALPHA FIXED INCOME | 2,37% |
| Dorval Global Conservative | 0,53% |
| AIS Protect | -1,50% |
| Sanso Short Duration C | 1,42% |
| CANDRIAM Patrimoine Obli Inter | 1,49% |
| Federal Ethi-Patrimoine | -0,01% |
| Clartan Patrimoine C | 1,30% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,44% |
| DNCA Invest Eurose A EUR | 2,46% |
| Durandal | -0,08% |
| Dôm Reflex | 2,76% |
| NN Green Bond | -4,88% |
| HELIUM INVEST | 1,56% |
| HELIUM FUND | 2,12% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,62% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 21,51% |
| MS INVF US Growth | -11,03% |
| Echiquier Artificial Intelligence B EUR | -6,95% |
| Invesco Global Consumer Trends | -6,56% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,06% |
| DNB Fund Renewable Energy | -10,07% |
| BNP PARIBAS ENERGY TRANSITION | -31,07% |
