CAC 40 Perf Jour Perf Ytd

7709.75 +0.98% +4.46%

Diversifiés / Flexibles Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Moderato	4.38%
Carmignac Patrimoine	2.78%
GF Ambition Solidaire	2.51%
Dorval Convictions	2.12%
IDE Dynamic World Flexible	2.10%
ELEVA Global Multi Opportunities	2.06%
Ginjer Actifs 360	2.00%
VALBOA Exclusif	1.98%
DNCA Invest Evolutif	1.93%
AXA WF Global Optimal Income	1.90%
First Eagle Amundi International Fund	1.87%
Mansartis Investissements ISR	1.87%
Ruffer Total Return International	1.80%
Exane Ceres	1.72%
ELEVA AR - Dynamic	1.64%
VEGA Patrimoine ISR	1.50%
R-co Valor	1.38%
M&G (Lux) Dynamic Allocation Fund	1.18%
GIS Global Multi Asset Income	1.10%
Sienna Diversifié Flexible Monde	1.03%
ODDO BHF Polaris Balanced	0.99%
BNY Mellon Global Real Return Fund (EUR)	0.96%
Moneta Long Short	0.82%
Russell Inv. MAGS	0.82%
Tikehau International Cross Assets	0.77%
Tailor Allocation Defensive	0.71%
ACATIS Value Event	0.69%
Eurose	0.67%
Equilibre Ecologique	0.66%
Mandarine Solution	0.62%
Nova Dynamique	0.60%
Echiquier Allocation Flexible	0.59%
Dorval Global Allocation	0.58%
Sycomore Next Generation	0.56%
Echiquier ARTY SRI	0.48%
R-co Valor Balanced	0.47%
Elkano Global Fund	0.39%
Auris Diversified Beta	0.38%
Ofi Invest ESG MultiTrack	0.35%
Dorval Global Conservative	0.34%
VEGA Euro Rendement ISR	0.21%
Trusteam Optimum	0.16%
Monocle Fund	0.08%
Lazard Patrimoine SRI	-0.05%
BDL Rempart	-0.18%
Gay-Lussac Europe Flex	-0.49%

OPCVM Actions Perf. YTD

Cliquer sur un fonds de la sélection H24
CM-AM Global Gold	6.78%
R-co Thematic Blockchain Global Equity	6.48%
Thematics AI and Robotics	4.96%
AXA WF Robotech	4.46%
Pictet - Security	4.32%
EdR Fund US Value	4.13%
FTGF Royce US Small Cap Opportunity Fund	4.05%
Pictet - Global Environmental Opportunities	3.97%
JPMorgan Funds - US Technology	3.82%
Pictet - Clean Energy Transition	3.77%
Jupiter Global Ecology Growth	3.77%
BNP Paribas US Small Cap	3.72%
Athymis Industrie 4.0	3.41%
Aperture European Innovation	3.38%
CPR Invest Hydrogen	3.30%
Groupama Global Disruption	3.23%
Pictet - Water	3.20%
GIS SRI Ageing Population	3.20%
Franklin Technology Fund	3.13%
Pictet - Global Megatrend Selection	3.13%
Carmignac Investissement	3.11%
Thematics Meta	3.05%
Pictet - Digital	3.02%
Pictet - Premium Brands	2.99%
ODDO BHF Artificial Intelligence	2.97%
MS INVF Global Opportunity	2.86%
Janus Henderson Horizon Global Sustainable Equity Fund	2.85%
Sienna Actions Bas Carbone	2.84%
JPMorgan Funds - Global Dividend	2.77%
Candriam Equities L Robotics & Innovative Technology	2.73%
Echiquier Artificial Intelligence	2.54%
Aesculape SRI	2.53%
Covéa Ruptures	2.50%
Tocqueville Global Tech ISR	2.47%
Groupama Global Active Equity	2.42%
Franklin U.S. Opportunities Fund	2.41%
Echiquier World Equity Growth	2.40%
BNP Paribas Funds Disruptive Technology	2.36%
Comgest Monde	2.33%
Fidelity Global Technology	2.33%
Sycomore Sustainable Tech	2.31%
Thematics Water	2.30%
FTGF ClearBridge Infrastructure Value	2.28%
Mandarine Global Transition	2.26%
JPMorgan Funds - America Equity	2.22%
Sienna Actions Internationales	2.13%
CPR Global Disruptive Opportunities	2.12%
M&G (Lux) Global Dividend Fund	2.03%
JPMorgan Funds - Global Select Equity	1.91%
MS INVF Global Brands	1.87%
VIA Smart Equity World	1.73%
Covéa Actions Monde	1.73%
BNP Paribas Aqua	1.71%
Mirova Global Sustainable Equity	1.69%
Russell Inv. World Equity Fund	1.66%
EdR Fund Healthcare	1.66%
Ofi Invest ISR Grandes Marques	1.66%
ODDO BHF Global Equity Stars	1.51%
Athymis Millennial	1.50%
Loomis Sayles U.S. Growth Equity	1.46%
Eurizon Fund Equity Innovation	1.30%
EdR Fund Big Data	1.16%
Digital Stars Europe	1.13%
DNCA Invest Beyond Semperosa	1.07%
HMG Globetrotter	0.97%
Piquemal Houghton Global Equities	0.94%
M&G (Lux) Global Listed Infrastructure Fund	0.77%
Candriam Equities L Oncology Impact	0.32%
AXA Aedificandi	-0.48%
Auris Gravity US Equity Fund	-0.67%
R-co Thematic Real Estate	-1.00%
Franklin India Fund	-3.51%

OPCVM Absolute Return Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Adagio	1.67%
Fidelity Absolute Return Global Equity Fund	1.10%
Candriam Absolute Return Equity Market Neutral	0.99%
DNCA Invest Alpha Bonds	0.70%
Pictet TR - Atlas	0.59%
Exane Pleiade	0.56%
RAM European Market Neutral Equities	0.15%
Cigogne UCITS Credit opportunities	0.11%
Candriam Bonds Credit Alpha	0.07%
Syquant Capital - Helium Selection	-0.10%
Jupiter Merian Global Equity Absolute Return	-0.18%
M&G (Lux) Episode Macro Fund	-0.33%
AXA WF Euro Credit Total Return	-0.40%

Actualité Patrimoine et Fiscalité

Imprimer Envoyer l'Actu

Plus-value immobilière réalisée par une société civile soumise à l’impôt sur le revenu

Publié le vendredi 20 juillet 2018

Situation de fait :

Vos clients détiennent 98 % des parts d’une SCI, les 2% restants appartenant à une SARL qu’ils détiennent à 100 %.

La société, soumise à l’impôt sur le revenu, envisage de vendre un terrain pour un prix de 1 300 000 € brut ; vos clients souhaiteraient éventuellement récupérer 1 000 000 € afin d’effectuer des placements à titre personnel.

A cet égard, vous vous interrogez sur la fiscalité applicable aux clients, à la SCI et à la SARL.

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de Natixis Wealth Management / Sélection 1818, cliquez ici.

Retour

Diversifiés/Flex Actions Convertibles

PEA Obligations Absolute return

Buzz H24

Acteurs : Ce mastodonte de l'épargne lance un contrat sans rétrocession

Marché : Le graphique de la semaine : regardez ces courbes, c'est une obligation

Vidéos : Avez-vous cette stratégie dans vos portefeuilles pour 2025 ?

Patrimoine : Un gérant fan des « produits » Musk

Produits : Produits structurés : quelles sont les bonnes idées pour 2025 ?

Témoin : DNCA : deux départs importants mais organisés

OPCVM PEA Perf. YTD

Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity	5.12%
Tocqueville Croissance Euro ISR	4.28%
Uzès WWW Perf	4.17%
Tocqueville Euro Equity ISR	4.09%
Ecofi Smart Transition	4.06%
Amplegest Pricing Power	4.01%
LFR Euro Développement Durable ISR	3.83%
VEGA Europe Convictions ISR	3.81%
AIS Venn Collective Alpha Europe	3.67%
Sycomore Europe Happy @ Work	3.60%
Echiquier Positive Impact Europe	3.45%
Tailor Actions Avenir ISR	3.18%
Echiquier Major SRI Growth Europe	3.17%
Fidelity Europe	2.93%
Dorval Drivers Europe	2.71%
Dorval Manageurs Europe	2.68%
R-co 4Change Net Zero Equity Euro	2.60%
VEGA France Opportunités ISR	2.55%
EdR SICAV Tricolore Convictions	2.40%
Europe Income Family	2.26%
BNP Paribas Développement Humain	2.24%
Groupama Opportunities Europe	2.09%
Dorval European Climate Initiative	2.09%
Palatine Europe Sustainable Employment	2.08%
Richelieu Family	2.07%
AIS Venn Collective Alpha US	2.02%
EdR SICAV Euro Sustainable Equity	1.81%
Indépendance Europe Small	1.78%
ELEVA Leaders Small & Mid Cap Europe	1.49%
Moneta Multi Caps	1.34%
DNCA Invest SRI Norden Europe	1.34%
Quadrator SRI	1.24%
Covéa Perspectives Entreprises	1.17%
Norden SRI	1.17%
Alken Fund Small Cap Europe	1.17%
BDL Convictions	1.09%
Mirova Europe Environmental Equity	1.08%
Pluvalca Small Caps	0.93%
CPR Croissance Dynamique	0.91%
Mandarine Premium Europe	0.88%
Indépendance France Small & Mid	0.77%
DNCA Invest Archer Mid-Cap Europe	0.43%
Sycomore Europe Eco Solutions	0.11%
HMG Découvertes	0.05%
Mandarine Unique	-0.06%
Quadrige France Smallcaps	-0.30%
Mandarine Europe Microcap	-0.50%
Gay-Lussac Microcaps Europe	-1.07%
VALBOA Engagement ISR	-1.46%
Eiffel Nova Europe ISR	-1.90%
Lazard Small Caps France	-2.51%

OPCVM Obligations Convertibles Perf. YTD

Cliquer sur un fonds de la sélection H24
Lazard Convertible Global	1.13%
M Global Convertibles SRI	0.54%

OPCVM Obligations Perf. YTD

Cliquer sur un fonds de la sélection H24
H2O Multibonds	6.67%
Goldman Sachs Yen Liquid Reserves Fund Institutional	1.19%
AXA IM FIIS US Short Duration High Yield	1.16%
Amundi Cash USD	0.74%
Omnibond	0.67%
FTGF Brandywine Global Income Optimiser Fund	0.52%
IVO EM Corporate Debt UCITS	0.38%
Groupama Alpha Fixed Income Plus	0.30%
Axiom Short Duration Bond	0.26%
Mandarine Credit Opportunities	0.25%
Axiom Obligataire	0.14%
BNP Paribas Bond 6 M	0.14%
Tikehau 2027	0.13%
Auris Investment Grade	0.10%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.07%
Tikehau European High Yield	0.05%
Schelcher Euro High Yield	0.04%
SLF (LUX) Bond High Yield Opportunity 2026	0.03%
Carmignac Portfolio Credit	0.01%
La Française Credit Innovation	-0.02%
Tailor Credit 2028	-0.08%
Ostrum SRI Crossover	-0.13%
Alken Fund Income Opportunities	-0.15%
DNCA Invest Credit Conviction	-0.18%
Ofi Invest High Yield 2027	-0.20%
BNP Paribas Funds Euro High Yield Bd	-0.23%
La Française Rendement Global 2028	-0.27%
Richelieu Euro Credit Unconstrained	-0.30%
LO Funds - Short-Term Money Market CHF	-0.31%
Tailor Crédit Rendement Cible	-0.34%
R-co Conviction Credit Euro	-0.37%
Auris Euro Rendement	-0.39%
Jupiter Dynamic Bond	-0.45%
Ofi Invest ESG Alpha Yield	-0.53%
EdR Fund Bond Allocation	-0.54%
Lazard Credit Opportunities	-0.56%
Eiffel Rendement 2028	-0.60%
Epsilon Euro Bond	-0.93%