Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Focus sur Quadrige Multicaps, un fonds 5 étoiles Morningstar, avec Xavier de BUHREN, Directeur Adjoint de la Gestion chez Inocap Gestion.
Disclaimer :
Les performances passées ne préjugent pas des performances futures. L’OPCVM est soumis à un risque de perte en capital. Il est indispensable de prendre connaissance du DICI et documents réglementaires des fonds avant toute souscription.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,30% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,52% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,61% |
| Montségur Croissance C | 10,10% |
| Pictet – Atlas – P EUR : 2 | 8,66% |
| Axiom Short Duration Bond Fund | 6,72% |
| Haas Epargne Patrimoine C | 6,25% |
| Stratégie Rendement | 5,88% |
| Exane Pleiade Fund | 5,61% |
| Sycomore Allocation Patrimoine R | 5,40% |
| Federal Ethi-Patrimoine | 5,18% |
| Pluvalca Rentoblig | 5,07% |
| Trusteam Optimum A | 4,73% |
| Dorval Global Conservative | 4,65% |
| CANDRIAM Risk Arbitrage | 4,58% |
| NN Green Bond | 4,37% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,30% |
| AIS Protect | 4,15% |
| G FUND - ALPHA FIXED INCOME | 4,11% |
| CANDRIAM Patrimoine Obli Inter | 4,04% |
| Sanso Short Duration C | 3,97% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,97% |
| Dôm Reflex | 3,68% |
| Clartan Patrimoine C | 3,67% |
| HELIUM INVEST | 3,35% |
| HELIUM FUND | 2,70% |
| DNCA Invest Eurose A EUR | 2,52% |
| Durandal | 2,03% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 52,50% |
| Echiquier Artificial Intelligence B EUR | 38,56% |
| Axiom European Banks Equity | 38,55% |
| Invesco Global Consumer Trends | 32,18% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,61% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,21% |
| BNP PARIBAS ENERGY TRANSITION | -8,74% |
| DNB Fund Renewable Energy | -9,82% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,40% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 2,12% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,03% |
| Montségur Croissance C | 4,20% |
| Pictet – Atlas – P EUR : 2 | 1,94% |
| Axiom Short Duration Bond Fund | 0,49% |
| Haas Epargne Patrimoine C | 1,47% |
| Stratégie Rendement | 1,57% |
| Exane Pleiade Fund | 1,21% |
| Sycomore Allocation Patrimoine R | 1,53% |
| Federal Ethi-Patrimoine | 1,80% |
| Pluvalca Rentoblig | 1,35% |
| Trusteam Optimum A | 0,68% |
| Dorval Global Conservative | 1,19% |
| CANDRIAM Risk Arbitrage | 0,50% |
| NN Green Bond | 2,53% |
| CT (LUX) EUROPEAN SOCIAL BOND | 1,78% |
| AIS Protect | 0,25% |
| G FUND - ALPHA FIXED INCOME | 0,11% |
| CANDRIAM Patrimoine Obli Inter | 0,38% |
| Sanso Short Duration C | 0,31% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,86% |
| Dôm Reflex | 1,25% |
| Clartan Patrimoine C | 0,51% |
| HELIUM INVEST | 0,95% |
| HELIUM FUND | 0,31% |
| DNCA Invest Eurose A EUR | -0,37% |
| Durandal | -0,42% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 26,77% |
| Echiquier Artificial Intelligence B EUR | 14,65% |
| Axiom European Banks Equity | 0,17% |
| Invesco Global Consumer Trends | 14,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,83% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,58% |
| BNP PARIBAS ENERGY TRANSITION | 6,69% |
| DNB Fund Renewable Energy | -1,61% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,09% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,45% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,38% |
| Montségur Croissance C | 11,06% |
| Pictet – Atlas – P EUR : 2 | 9,33% |
| Axiom Short Duration Bond Fund | 8,33% |
| Haas Epargne Patrimoine C | 7,86% |
| Stratégie Rendement | 8,05% |
| Exane Pleiade Fund | 6,10% |
| Sycomore Allocation Patrimoine R | 7,30% |
| Federal Ethi-Patrimoine | 7,10% |
| Pluvalca Rentoblig | 6,66% |
| Trusteam Optimum A | 6,30% |
| Dorval Global Conservative | 6,03% |
| CANDRIAM Risk Arbitrage | 5,32% |
| NN Green Bond | 7,63% |
| CT (LUX) EUROPEAN SOCIAL BOND | 6,79% |
| AIS Protect | 4,95% |
| G FUND - ALPHA FIXED INCOME | 4,43% |
| CANDRIAM Patrimoine Obli Inter | 4,94% |
| Sanso Short Duration C | 4,50% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 7,50% |
| Dôm Reflex | 5,22% |
| Clartan Patrimoine C | 4,92% |
| HELIUM INVEST | 5,13% |
| HELIUM FUND | 3,52% |
| DNCA Invest Eurose A EUR | 3,86% |
| Durandal | 2,04% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 69,80% |
| Echiquier Artificial Intelligence B EUR | 43,56% |
| Axiom European Banks Equity | 41,80% |
| Invesco Global Consumer Trends | 37,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 17,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,45% |
| BNP PARIBAS ENERGY TRANSITION | -1,00% |
| DNB Fund Renewable Energy | 0,39% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,52% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,53% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,81% |
| Montségur Croissance C | 8,71% |
| Pictet – Atlas – P EUR : 2 | 6,15% |
| Axiom Short Duration Bond Fund | 6,26% |
| Haas Epargne Patrimoine C | 4,65% |
| Stratégie Rendement | 6,99% |
| Exane Pleiade Fund | 2,99% |
| Sycomore Allocation Patrimoine R | 5,89% |
| Federal Ethi-Patrimoine | 5,27% |
| Pluvalca Rentoblig | 5,38% |
| Trusteam Optimum A | 5,03% |
| Dorval Global Conservative | 3,28% |
| CANDRIAM Risk Arbitrage | 3,02% |
| NN Green Bond | 3,68% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,48% |
| AIS Protect | 1,60% |
| G FUND - ALPHA FIXED INCOME | 3,94% |
| CANDRIAM Patrimoine Obli Inter | 4,54% |
| Sanso Short Duration C | 3,53% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,80% |
| Dôm Reflex | 4,47% |
| Clartan Patrimoine C | 4,63% |
| HELIUM INVEST | 4,66% |
| HELIUM FUND | 3,71% |
| DNCA Invest Eurose A EUR | 5,23% |
| Durandal | 1,53% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 37,61% |
| Echiquier Artificial Intelligence B EUR | 37,96% |
| Axiom European Banks Equity | 36,97% |
| Invesco Global Consumer Trends | 20,78% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,81% |
| BNP PARIBAS ENERGY TRANSITION | -23,31% |
| DNB Fund Renewable Energy | -9,25% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,03% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 4,07% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -2,37% |
| Montségur Croissance C | 2,80% |
| Pictet – Atlas – P EUR : 2 | 2,22% |
| Axiom Short Duration Bond Fund | 2,59% |
| Haas Epargne Patrimoine C | 1,66% |
| Stratégie Rendement | 2,80% |
| Exane Pleiade Fund | 2,53% |
| Sycomore Allocation Patrimoine R | 0,67% |
| Federal Ethi-Patrimoine | 0,81% |
| Pluvalca Rentoblig | 1,85% |
| Trusteam Optimum A | 0,54% |
| Dorval Global Conservative | 1,12% |
| CANDRIAM Risk Arbitrage | 1,26% |
| NN Green Bond | -4,45% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,00% |
| AIS Protect | -0,88% |
| G FUND - ALPHA FIXED INCOME | 2,41% |
| CANDRIAM Patrimoine Obli Inter | 1,68% |
| Sanso Short Duration C | 1,51% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,38% |
| Dôm Reflex | 3,05% |
| Clartan Patrimoine C | 2,03% |
| HELIUM INVEST | 1,78% |
| HELIUM FUND | 2,25% |
| DNCA Invest Eurose A EUR | 2,92% |
| Durandal | -0,15% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -3,59% |
| Echiquier Artificial Intelligence B EUR | -2,23% |
| Axiom European Banks Equity | 23,96% |
| Invesco Global Consumer Trends | -2,63% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,01% |
| BNP PARIBAS ENERGY TRANSITION | -26,76% |
| DNB Fund Renewable Energy | -7,38% |