Patrimoine24
Toute l'info sur les acteurs du patrimoine 
La Matinale - Gestion de Fortune, Investissement Conseils, Profession CGP, Patrimoine24 - 15 mars 2021.
Sur le plateau de Décideurs TV, Frédéric Lorenzini reçoit Olivier Fitoussi - Apicil AM, François Boudet - Satia Conseil et Loïc Guinchard - Buildinvest.
Ne manquez pas la Matinale !
La Matinale - Gestion de Fortune, Investissement Conseils, Profession CGP, Patrimoine24 - 15 mars 2021.
Sur le plateau de Décideurs TV, Frédéric Lorenzini reçoit Olivier Fitoussi - Apicil AM, François Boudet - Satia Conseil et Loïc Guinchard - Buildinvest.
Ne manquez pas la Matinale !
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 3,93% |
| BNP PARIBAS Diversipierre | -5,51% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 9,25% |
| Pictet – Atlas – P EUR : 2 | 7,08% |
| Montségur Croissance C | 6,28% |
| Axiom Short Duration Bond Fund | 6,23% |
| Haas Epargne Patrimoine C | 4,85% |
| Stratégie Rendement | 4,23% |
| Exane Pleiade Fund | 4,17% |
| CANDRIAM Risk Arbitrage | 4,07% |
| Trusteam Optimum A | 4,05% |
| G FUND - ALPHA FIXED INCOME | 4,00% |
| AIS Protect | 3,91% |
| Sycomore Allocation Patrimoine R | 3,79% |
| Dorval Global Conservative | 3,68% |
| CANDRIAM Patrimoine Obli Inter | 3,66% |
| Sanso Short Duration C | 3,64% |
| Pluvalca Rentoblig | 3,64% |
| Federal Ethi-Patrimoine | 3,33% |
| Clartan Patrimoine C | 3,19% |
| DNCA Invest Eurose A EUR | 3,06% |
| CT (LUX) EUROPEAN SOCIAL BOND | 2,75% |
| Durandal | 2,56% |
| HELIUM INVEST | 2,46% |
| Dôm Reflex | 2,36% |
| HELIUM FUND | 2,36% |
| NN Green Bond | 1,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,86% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 42,81% |
| MS INVF US Growth | 26,83% |
| Echiquier Artificial Intelligence B EUR | 23,45% |
| Invesco Global Consumer Trends | 20,27% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 6,28% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,03% |
| DNB Fund Renewable Energy | -10,13% |
| BNP PARIBAS ENERGY TRANSITION | -11,50% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,27% |
| BNP PARIBAS Diversipierre | 0,16% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | -0,22% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,04% |
| Pictet – Atlas – P EUR : 2 | 0,40% |
| Montségur Croissance C | -2,46% |
| Axiom Short Duration Bond Fund | 0,27% |
| Haas Epargne Patrimoine C | -0,39% |
| Stratégie Rendement | 0,21% |
| Exane Pleiade Fund | 0,42% |
| CANDRIAM Risk Arbitrage | 0,16% |
| Trusteam Optimum A | 0,11% |
| G FUND - ALPHA FIXED INCOME | 0,33% |
| AIS Protect | 0,25% |
| Sycomore Allocation Patrimoine R | -0,14% |
| Dorval Global Conservative | -0,07% |
| CANDRIAM Patrimoine Obli Inter | 0,35% |
| Sanso Short Duration C | 0,31% |
| Pluvalca Rentoblig | 0,11% |
| Federal Ethi-Patrimoine | -0,47% |
| Clartan Patrimoine C | -0,03% |
| DNCA Invest Eurose A EUR | 0,25% |
| CT (LUX) EUROPEAN SOCIAL BOND | 0,03% |
| Durandal | -0,28% |
| HELIUM INVEST | 0,35% |
| Dôm Reflex | -0,23% |
| HELIUM FUND | 0,30% |
| NN Green Bond | -0,20% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,45% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 4,76% |
| MS INVF US Growth | 15,38% |
| Echiquier Artificial Intelligence B EUR | 3,40% |
| Invesco Global Consumer Trends | 8,29% |
| abrdn Global Real Estate Active Thematics UCITS ETF | -2,07% |
| CANDRIAM Absolute Return Equity Market Neutral | -0,04% |
| DNB Fund Renewable Energy | -4,43% |
| BNP PARIBAS ENERGY TRANSITION | 4,30% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,58% |
| BNP PARIBAS Diversipierre | -11,57% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 15,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,31% |
| Pictet – Atlas – P EUR : 2 | 8,49% |
| Montségur Croissance C | 14,72% |
| Axiom Short Duration Bond Fund | 8,76% |
| Haas Epargne Patrimoine C | 8,33% |
| Stratégie Rendement | 8,46% |
| Exane Pleiade Fund | 5,36% |
| CANDRIAM Risk Arbitrage | 5,16% |
| Trusteam Optimum A | 7,31% |
| G FUND - ALPHA FIXED INCOME | 4,60% |
| AIS Protect | 5,43% |
| Sycomore Allocation Patrimoine R | 7,92% |
| Dorval Global Conservative | 6,67% |
| CANDRIAM Patrimoine Obli Inter | 5,45% |
| Sanso Short Duration C | 4,44% |
| Pluvalca Rentoblig | 6,89% |
| Federal Ethi-Patrimoine | 7,52% |
| Clartan Patrimoine C | 5,55% |
| DNCA Invest Eurose A EUR | 5,91% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,72% |
| Durandal | 4,55% |
| HELIUM INVEST | 5,23% |
| Dôm Reflex | 5,71% |
| HELIUM FUND | 3,91% |
| NN Green Bond | 8,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,52% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 55,85% |
| MS INVF US Growth | 54,46% |
| Echiquier Artificial Intelligence B EUR | 44,89% |
| Invesco Global Consumer Trends | 28,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 25,55% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,40% |
| DNB Fund Renewable Energy | 7,58% |
| BNP PARIBAS ENERGY TRANSITION | -5,15% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,99% |
| BNP PARIBAS Diversipierre | -10,04% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 9,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,92% |
| Pictet – Atlas – P EUR : 2 | 5,38% |
| Montségur Croissance C | 10,02% |
| Axiom Short Duration Bond Fund | 6,80% |
| Haas Epargne Patrimoine C | 5,00% |
| Stratégie Rendement | 7,78% |
| Exane Pleiade Fund | 2,20% |
| CANDRIAM Risk Arbitrage | 2,88% |
| Trusteam Optimum A | 6,05% |
| G FUND - ALPHA FIXED INCOME | 3,89% |
| AIS Protect | 1,86% |
| Sycomore Allocation Patrimoine R | 6,25% |
| Dorval Global Conservative | 3,41% |
| CANDRIAM Patrimoine Obli Inter | 5,30% |
| Sanso Short Duration C | 3,71% |
| Pluvalca Rentoblig | 5,95% |
| Federal Ethi-Patrimoine | 6,01% |
| Clartan Patrimoine C | 5,11% |
| DNCA Invest Eurose A EUR | 6,46% |
| CT (LUX) EUROPEAN SOCIAL BOND | 5,67% |
| Durandal | 1,06% |
| HELIUM INVEST | 5,41% |
| Dôm Reflex | 5,48% |
| HELIUM FUND | 4,06% |
| NN Green Bond | 5,21% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,95% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 41,86% |
| MS INVF US Growth | 25,34% |
| Echiquier Artificial Intelligence B EUR | 31,54% |
| Invesco Global Consumer Trends | 16,75% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,67% |
| DNB Fund Renewable Energy | -6,49% |
| BNP PARIBAS ENERGY TRANSITION | -20,12% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,84% |
| BNP PARIBAS Diversipierre | -7,80% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,27% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,02% |
| Pictet – Atlas – P EUR : 2 | 1,64% |
| Montségur Croissance C | -1,04% |
| Axiom Short Duration Bond Fund | 2,35% |
| Haas Epargne Patrimoine C | 0,76% |
| Stratégie Rendement | 2,17% |
| Exane Pleiade Fund | 2,08% |
| CANDRIAM Risk Arbitrage | 1,08% |
| Trusteam Optimum A | 0,09% |
| G FUND - ALPHA FIXED INCOME | 2,36% |
| AIS Protect | -1,41% |
| Sycomore Allocation Patrimoine R | -0,39% |
| Dorval Global Conservative | 0,47% |
| CANDRIAM Patrimoine Obli Inter | 1,51% |
| Sanso Short Duration C | 1,37% |
| Pluvalca Rentoblig | 1,23% |
| Federal Ethi-Patrimoine | -0,06% |
| Clartan Patrimoine C | 1,23% |
| DNCA Invest Eurose A EUR | 2,43% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,60% |
| Durandal | -0,21% |
| HELIUM INVEST | 1,58% |
| Dôm Reflex | 2,63% |
| HELIUM FUND | 2,15% |
| NN Green Bond | -5,17% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,69% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 22,47% |
| MS INVF US Growth | -12,48% |
| Echiquier Artificial Intelligence B EUR | -9,15% |
| Invesco Global Consumer Trends | -8,20% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,23% |
| DNB Fund Renewable Energy | -8,44% |
| BNP PARIBAS ENERGY TRANSITION | -29,99% |
