Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Marché Obligataire par Jim Leaviss, CIO, Public Fixed Income.
Pour consulter Perspectives 2022 pour les marchés obligataires avec Jim Leaviss, cliquez ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,27% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 12,24% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 11,41% |
| Montségur Croissance C | 9,03% |
| Pictet – Atlas – P EUR : 2 | 8,21% |
| Axiom Short Duration Bond Fund | 6,70% |
| Haas Epargne Patrimoine C | 6,14% |
| Stratégie Rendement | 5,68% |
| Exane Pleiade Fund | 5,62% |
| Sycomore Allocation Patrimoine R | 5,06% |
| Pluvalca Rentoblig | 4,89% |
| Federal Ethi-Patrimoine | 4,77% |
| Trusteam Optimum A | 4,68% |
| CANDRIAM Risk Arbitrage | 4,62% |
| Dorval Global Conservative | 4,51% |
| NN Green Bond | 4,37% |
| AIS Protect | 4,14% |
| G FUND - ALPHA FIXED INCOME | 4,13% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,04% |
| CANDRIAM Patrimoine Obli Inter | 3,99% |
| Sanso Short Duration C | 3,93% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,72% |
| Clartan Patrimoine C | 3,59% |
| Dôm Reflex | 3,45% |
| HELIUM INVEST | 3,29% |
| HELIUM FUND | 2,75% |
| DNCA Invest Eurose A EUR | 2,68% |
| Durandal | 2,26% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 53,84% |
| Axiom European Banks Equity | 38,08% |
| Echiquier Artificial Intelligence B EUR | 36,67% |
| Invesco Global Consumer Trends | 31,46% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 11,61% |
| CANDRIAM Absolute Return Equity Market Neutral | 4,12% |
| BNP PARIBAS ENERGY TRANSITION | -9,35% |
| DNB Fund Renewable Energy | -10,58% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,33% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 1,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,96% |
| Montségur Croissance C | -0,07% |
| Pictet – Atlas – P EUR : 2 | 1,29% |
| Axiom Short Duration Bond Fund | 0,39% |
| Haas Epargne Patrimoine C | 0,86% |
| Stratégie Rendement | 1,19% |
| Exane Pleiade Fund | 1,27% |
| Sycomore Allocation Patrimoine R | 0,52% |
| Pluvalca Rentoblig | 0,90% |
| Federal Ethi-Patrimoine | 0,88% |
| Trusteam Optimum A | 0,30% |
| CANDRIAM Risk Arbitrage | 0,53% |
| Dorval Global Conservative | 0,70% |
| NN Green Bond | 2,53% |
| AIS Protect | 0,28% |
| G FUND - ALPHA FIXED INCOME | 0,15% |
| CT (LUX) EUROPEAN SOCIAL BOND | 1,11% |
| CANDRIAM Patrimoine Obli Inter | 0,38% |
| Sanso Short Duration C | 0,27% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,20% |
| Clartan Patrimoine C | 0,03% |
| Dôm Reflex | 0,80% |
| HELIUM INVEST | 0,79% |
| HELIUM FUND | 0,32% |
| DNCA Invest Eurose A EUR | -0,50% |
| Durandal | -0,52% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 27,89% |
| Axiom European Banks Equity | -0,79% |
| Echiquier Artificial Intelligence B EUR | 9,25% |
| Invesco Global Consumer Trends | 14,10% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 5,83% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,33% |
| BNP PARIBAS ENERGY TRANSITION | 5,04% |
| DNB Fund Renewable Energy | -4,57% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,23% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,80% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 15,37% |
| Montségur Croissance C | 10,87% |
| Pictet – Atlas – P EUR : 2 | 9,01% |
| Axiom Short Duration Bond Fund | 8,51% |
| Haas Epargne Patrimoine C | 8,19% |
| Stratégie Rendement | 8,35% |
| Exane Pleiade Fund | 6,49% |
| Sycomore Allocation Patrimoine R | 7,70% |
| Pluvalca Rentoblig | 6,94% |
| Federal Ethi-Patrimoine | 7,31% |
| Trusteam Optimum A | 6,77% |
| CANDRIAM Risk Arbitrage | 5,38% |
| Dorval Global Conservative | 6,40% |
| NN Green Bond | 7,63% |
| AIS Protect | 5,29% |
| G FUND - ALPHA FIXED INCOME | 4,52% |
| CT (LUX) EUROPEAN SOCIAL BOND | 6,99% |
| CANDRIAM Patrimoine Obli Inter | 5,05% |
| Sanso Short Duration C | 4,56% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 7,91% |
| Clartan Patrimoine C | 5,24% |
| Dôm Reflex | 5,54% |
| HELIUM INVEST | 5,28% |
| HELIUM FUND | 3,65% |
| DNCA Invest Eurose A EUR | 4,42% |
| Durandal | 2,94% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 71,30% |
| Axiom European Banks Equity | 43,11% |
| Echiquier Artificial Intelligence B EUR | 44,18% |
| Invesco Global Consumer Trends | 36,97% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 17,79% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,56% |
| BNP PARIBAS ENERGY TRANSITION | 2,68% |
| DNB Fund Renewable Energy | 2,86% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,63% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,55% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,39% |
| Montségur Croissance C | 9,26% |
| Pictet – Atlas – P EUR : 2 | 6,07% |
| Axiom Short Duration Bond Fund | 6,37% |
| Haas Epargne Patrimoine C | 4,74% |
| Stratégie Rendement | 7,18% |
| Exane Pleiade Fund | 3,01% |
| Sycomore Allocation Patrimoine R | 5,96% |
| Pluvalca Rentoblig | 5,44% |
| Federal Ethi-Patrimoine | 5,34% |
| Trusteam Optimum A | 5,26% |
| CANDRIAM Risk Arbitrage | 3,13% |
| Dorval Global Conservative | 3,40% |
| NN Green Bond | 3,68% |
| AIS Protect | 1,68% |
| G FUND - ALPHA FIXED INCOME | 3,95% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,65% |
| CANDRIAM Patrimoine Obli Inter | 4,62% |
| Sanso Short Duration C | 3,58% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,26% |
| Clartan Patrimoine C | 4,67% |
| Dôm Reflex | 4,64% |
| HELIUM INVEST | 4,98% |
| HELIUM FUND | 3,79% |
| DNCA Invest Eurose A EUR | 5,46% |
| Durandal | 1,54% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 38,21% |
| Axiom European Banks Equity | 35,71% |
| Echiquier Artificial Intelligence B EUR | 38,84% |
| Invesco Global Consumer Trends | 20,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,48% |
| BNP PARIBAS ENERGY TRANSITION | -22,07% |
| DNB Fund Renewable Energy | -8,27% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,06% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,96% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,05% |
| Montségur Croissance C | 2,12% |
| Pictet – Atlas – P EUR : 2 | 2,04% |
| Axiom Short Duration Bond Fund | 2,56% |
| Haas Epargne Patrimoine C | 1,62% |
| Stratégie Rendement | 2,78% |
| Exane Pleiade Fund | 2,44% |
| Sycomore Allocation Patrimoine R | 0,51% |
| Pluvalca Rentoblig | 1,81% |
| Federal Ethi-Patrimoine | 0,76% |
| Trusteam Optimum A | 0,55% |
| CANDRIAM Risk Arbitrage | 1,29% |
| Dorval Global Conservative | 1,00% |
| NN Green Bond | -4,45% |
| AIS Protect | -1,10% |
| G FUND - ALPHA FIXED INCOME | 2,42% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,93% |
| CANDRIAM Patrimoine Obli Inter | 1,67% |
| Sanso Short Duration C | 1,52% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,33% |
| Clartan Patrimoine C | 2,00% |
| Dôm Reflex | 3,08% |
| HELIUM INVEST | 1,76% |
| HELIUM FUND | 2,26% |
| DNCA Invest Eurose A EUR | 3,02% |
| Durandal | -0,10% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -4,16% |
| Axiom European Banks Equity | 24,86% |
| Echiquier Artificial Intelligence B EUR | -4,89% |
| Invesco Global Consumer Trends | -2,11% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 2,16% |
| BNP PARIBAS ENERGY TRANSITION | -28,43% |
| DNB Fund Renewable Energy | -8,49% |