Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Pourquoi avoir recours à la SARL de famille ? Quelles sont les conditions à respecter ? Quels sont les inconvénients ?Interviewé par Jérôme Renouf, Directeur régional Île-de-France chez Astoria Finance, Maître Antoine de Ravel d’Esclapon, Docteur en droit et diplômé Notaire vous répond dans la vidéo ci-dessous.
Pour accéder au site, CLIQUEZ ICI.
Pourquoi avoir recours à la SARL de famille ? Quelles sont les conditions à respecter ? Quels sont les inconvénients ?Interviewé par Jérôme Renouf, Directeur régional Île-de-France chez Astoria Finance, Maître Antoine de Ravel d’Esclapon, Docteur en droit et diplômé Notaire vous répond dans la vidéo ci-dessous.
Pour accéder au site, CLIQUEZ ICI.
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,11% |
| BNP PARIBAS Diversipierre | -5,41% |
| Fonds | YTD |
|---|---|
| OMNIBOND | 10,86% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,08% |
| Pictet – Atlas – P EUR : 2 | 7,44% |
| Axiom Short Duration Bond Fund | 6,53% |
| Montségur Croissance C | 6,23% |
| Haas Epargne Patrimoine C | 5,37% |
| Exane Pleiade Fund | 5,14% |
| Stratégie Rendement | 4,89% |
| Sycomore Allocation Patrimoine R | 4,37% |
| CANDRIAM Risk Arbitrage | 4,36% |
| Pluvalca Rentoblig | 4,20% |
| G FUND - ALPHA FIXED INCOME | 4,09% |
| AIS Protect | 4,05% |
| Trusteam Optimum A | 3,91% |
| Dorval Global Conservative | 3,90% |
| CANDRIAM Patrimoine Obli Inter | 3,87% |
| Sanso Short Duration C | 3,83% |
| Federal Ethi-Patrimoine | 3,70% |
| Clartan Patrimoine C | 3,23% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,00% |
| HELIUM INVEST | 2,96% |
| DNCA Invest Eurose A EUR | 2,90% |
| Durandal | 2,77% |
| Dôm Reflex | 2,75% |
| NN Green Bond | 2,62% |
| HELIUM FUND | 2,54% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 2,45% |
| Fonds | YTD |
|---|---|
| MS INVF US Growth | 48,86% |
| Axiom European Banks Equity | 40,40% |
| Echiquier Artificial Intelligence B EUR | 33,14% |
| Invesco Global Consumer Trends | 28,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 9,25% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,38% |
| BNP PARIBAS ENERGY TRANSITION | -11,03% |
| DNB Fund Renewable Energy | -12,86% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,21% |
| BNP PARIBAS Diversipierre | 0,17% |
| Fonds | 1 mois |
|---|---|
| OMNIBOND | 0,10% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -0,31% |
| Pictet – Atlas – P EUR : 2 | 0,62% |
| Axiom Short Duration Bond Fund | 0,26% |
| Montségur Croissance C | -3,48% |
| Haas Epargne Patrimoine C | -0,38% |
| Exane Pleiade Fund | 1,10% |
| Stratégie Rendement | 0,26% |
| Sycomore Allocation Patrimoine R | -0,45% |
| CANDRIAM Risk Arbitrage | 0,06% |
| Pluvalca Rentoblig | 0,14% |
| G FUND - ALPHA FIXED INCOME | 0,25% |
| AIS Protect | 0,26% |
| Trusteam Optimum A | -0,46% |
| Dorval Global Conservative | -0,27% |
| CANDRIAM Patrimoine Obli Inter | 0,33% |
| Sanso Short Duration C | 0,22% |
| Federal Ethi-Patrimoine | -0,54% |
| Clartan Patrimoine C | -0,40% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,31% |
| HELIUM INVEST | 0,69% |
| DNCA Invest Eurose A EUR | -0,62% |
| Durandal | -0,77% |
| Dôm Reflex | -0,16% |
| NN Green Bond | 0,34% |
| HELIUM FUND | 0,30% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,60% |
| Fonds | 1 mois |
|---|---|
| MS INVF US Growth | 25,78% |
| Axiom European Banks Equity | -0,55% |
| Echiquier Artificial Intelligence B EUR | 7,27% |
| Invesco Global Consumer Trends | 12,72% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,61% |
| CANDRIAM Absolute Return Equity Market Neutral | -1,11% |
| BNP PARIBAS ENERGY TRANSITION | 3,21% |
| DNB Fund Renewable Energy | -6,87% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 5,45% |
| BNP PARIBAS Diversipierre | -9,77% |
| Fonds | 1 an |
|---|---|
| OMNIBOND | 14,43% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 14,11% |
| Pictet – Atlas – P EUR : 2 | 8,22% |
| Axiom Short Duration Bond Fund | 8,60% |
| Montségur Croissance C | 8,84% |
| Haas Epargne Patrimoine C | 7,98% |
| Exane Pleiade Fund | 5,83% |
| Stratégie Rendement | 8,45% |
| Sycomore Allocation Patrimoine R | 7,51% |
| CANDRIAM Risk Arbitrage | 5,36% |
| Pluvalca Rentoblig | 6,96% |
| G FUND - ALPHA FIXED INCOME | 4,57% |
| AIS Protect | 5,34% |
| Trusteam Optimum A | 6,45% |
| Dorval Global Conservative | 6,10% |
| CANDRIAM Patrimoine Obli Inter | 5,24% |
| Sanso Short Duration C | 4,56% |
| Federal Ethi-Patrimoine | 7,13% |
| Clartan Patrimoine C | 5,35% |
| CT (LUX) EUROPEAN SOCIAL BOND | 7,06% |
| HELIUM INVEST | 5,02% |
| DNCA Invest Eurose A EUR | 5,09% |
| Durandal | 4,24% |
| Dôm Reflex | 5,65% |
| NN Green Bond | 7,45% |
| HELIUM FUND | 3,76% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 8,17% |
| Fonds | 1 an |
|---|---|
| MS INVF US Growth | 75,00% |
| Axiom European Banks Equity | 45,89% |
| Echiquier Artificial Intelligence B EUR | 44,56% |
| Invesco Global Consumer Trends | 35,13% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 27,95% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,94% |
| BNP PARIBAS ENERGY TRANSITION | 0,48% |
| DNB Fund Renewable Energy | -0,25% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,74% |
| BNP PARIBAS Diversipierre | -10,42% |
| Fonds | 2 ans |
|---|---|
| OMNIBOND | 10,08% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,24% |
| Pictet – Atlas – P EUR : 2 | 5,70% |
| Axiom Short Duration Bond Fund | 6,48% |
| Montségur Croissance C | 7,98% |
| Haas Epargne Patrimoine C | 4,61% |
| Exane Pleiade Fund | 2,76% |
| Stratégie Rendement | 7,10% |
| Sycomore Allocation Patrimoine R | 5,81% |
| CANDRIAM Risk Arbitrage | 3,02% |
| Pluvalca Rentoblig | 5,46% |
| G FUND - ALPHA FIXED INCOME | 3,97% |
| AIS Protect | 1,74% |
| Trusteam Optimum A | 5,22% |
| Dorval Global Conservative | 3,12% |
| CANDRIAM Patrimoine Obli Inter | 4,86% |
| Sanso Short Duration C | 3,59% |
| Federal Ethi-Patrimoine | 5,09% |
| Clartan Patrimoine C | 4,84% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,64% |
| HELIUM INVEST | 5,00% |
| DNCA Invest Eurose A EUR | 5,94% |
| Durandal | 2,16% |
| Dôm Reflex | 4,67% |
| NN Green Bond | 3,74% |
| HELIUM FUND | 3,92% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 5,04% |
| Fonds | 2 ans |
|---|---|
| MS INVF US Growth | 37,56% |
| Axiom European Banks Equity | 38,82% |
| Echiquier Artificial Intelligence B EUR | 36,05% |
| Invesco Global Consumer Trends | 19,81% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,19% |
| BNP PARIBAS ENERGY TRANSITION | -23,49% |
| DNB Fund Renewable Energy | -9,90% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 1,93% |
| BNP PARIBAS Diversipierre | -7,75% |
| Fonds | 3 ans |
|---|---|
| OMNIBOND | 3,37% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -3,70% |
| Pictet – Atlas – P EUR : 2 | 1,58% |
| Axiom Short Duration Bond Fund | 2,47% |
| Montségur Croissance C | -0,74% |
| Haas Epargne Patrimoine C | 0,88% |
| Exane Pleiade Fund | 2,23% |
| Stratégie Rendement | 2,41% |
| Sycomore Allocation Patrimoine R | -0,20% |
| CANDRIAM Risk Arbitrage | 1,17% |
| Pluvalca Rentoblig | 1,39% |
| G FUND - ALPHA FIXED INCOME | 2,41% |
| AIS Protect | -1,43% |
| Trusteam Optimum A | 0,06% |
| Dorval Global Conservative | 0,54% |
| CANDRIAM Patrimoine Obli Inter | 1,58% |
| Sanso Short Duration C | 1,42% |
| Federal Ethi-Patrimoine | 0,05% |
| Clartan Patrimoine C | 1,54% |
| CT (LUX) EUROPEAN SOCIAL BOND | -2,46% |
| HELIUM INVEST | 1,71% |
| DNCA Invest Eurose A EUR | 2,64% |
| Durandal | -0,01% |
| Dôm Reflex | 2,78% |
| NN Green Bond | -5,00% |
| HELIUM FUND | 2,22% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,36% |
| Fonds | 3 ans |
|---|---|
| MS INVF US Growth | -10,06% |
| Axiom European Banks Equity | 23,26% |
| Echiquier Artificial Intelligence B EUR | -7,13% |
| Invesco Global Consumer Trends | -6,45% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,88% |
| BNP PARIBAS ENERGY TRANSITION | -30,13% |
| DNB Fund Renewable Energy | -10,29% |
