CAC 40 Perf Jour Perf Ytd
8028.28 +1.13% +8.77%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 12.79%
H2O Moderato 12.39%
Ginjer Actifs 360 Grand Prix de la Finance 9.94%
Exane Ceres 6.15%
GF Ambition Solidaire 5.97%
Dorval Convictions 5.73%
Moneta Long Short 4.36%
M&G (Lux) Dynamic Allocation Fund 3.96%
Ruffer Total Return International 3.69%
Eurose Grand Prix de la Finance 3.38%
VEGA Patrimoine ISR 3.21%
ELEVA Global Multi Opportunities 1.81%
Auris Diversified Beta 1.60%
Carmignac Patrimoine 1.42%
Claresco Allocation Flexible 1.35%
Gay-Lussac Europe Flex 1.10%
VALBOA Exclusif 1.04%
Trusteam Optimum 0.96%
Tailor Allocation Defensive Grand Prix de la Finance 0.74%
Sienna Diversifié Flexible Monde 0.72%
ELEVA AR - Dynamic 0.72%
Echiquier ARTY SRI Grand Prix de la Finance 0.69%
R-co Valor Grand Prix de la Finance 0.48%
Mandarine Solution 0.42%
Dorval Global Conservative 0.31%
Sycomore Next Generation 0.13%
R-co Valor Balanced Grand Prix de la Finance -0.02%
Dorval Global Allocation -0.15%
VEGA Euro Rendement ISR -0.17%
Tikehau International Cross Assets -0.19%
BNY Mellon Global Real Return Fund (EUR) -0.25%
Equilibre Ecologique -0.38%
GIS Global Multi Asset Income -0.48%
ACATIS Value Event -1.16%
First Eagle Amundi International Fund -1.25%
DNCA Invest Evolutif -1.42%
Lazard Patrimoine SRI -1.42%
Elkano Global Fund -1.46%
Russell Inv. MAGS -1.58%
Ofi Invest ESG MultiTrack -1.59%
Monocle Fund -1.99%
Echiquier Allocation Flexible -1.99%
ODDO BHF Polaris Balanced -3.70%
Mansartis Investissements ISR -3.72%
Nova Dynamique -3.92%
AXA WF Global Optimal Income -4.61%
IDE Dynamic World Flexible -4.95%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 14.55%
Sienna Actions Bas Carbone 7.27%
Piquemal Houghton Global Equities 6.71%
Aperture European Innovation 4.74%
GIS SRI Ageing Population 3.95%
Digital Stars Europe 2.83%
DNCA Invest Beyond Semperosa 1.64%
Candriam Equities L Oncology 0.31%
Athymis Industrie 4.0 -0.66%
FTGF ClearBridge Infrastructure Value -1.42%
AXA Aedificandi -2.30%
EdR Fund Healthcare -2.32%
Janus Henderson Horizon Global Sustainable Equity Fund -2.34%
BNP Paribas Aqua Grand Prix de la Finance -2.53%
JPMorgan Funds - Global Dividend -2.64%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -2.89%
Jupiter Global Ecology Growth -3.39%
MS INVF Global Brands -3.56%
M&G (Lux) Global Dividend Fund -3.90%
R-co Thematic Real Estate -3.90%
HMG Globetrotter -3.96%
VIA Smart Equity World -4.03%
MS INVF Global Opportunity -4.63%
EdR Fund Big Data Grand Prix de la Finance -4.79%
Fidelity Global Technology -5.27%
EdR Fund US Value -5.29%
Pictet - Water Grand Prix de la Finance -5.41%
Comgest Monde Grand Prix de la Finance -5.63%
CPR Invest Climate Action -5.82%
Mandarine Global Transition -5.85%
Mirova Global Sustainable Equity -5.98%
JPMorgan Funds - Global Select Equity -5.98%
Thematics Water -6.06%
Sienna Actions Internationales -6.09%
Square Megatrends Champions -6.50%
Echiquier World Equity Growth Grand Prix de la Finance -6.77%
Pictet - Premium Brands -6.87%
Russell Inv. World Equity Fund -6.92%
Carmignac Investissement Grand Prix de la Finance -7.15%
Auris Gravity US Equity Fund -7.16%
Groupama Global Active Equity -7.62%
Sanso Smart Climate Grand Prix de la Finance -7.67%
Pictet - Security -7.73%
Pictet - Global Environmental Opportunities Grand Prix de la Finance -7.83%
Pictet - Digital -8.16%
Covéa Actions Monde -8.20%
ODDO BHF Global Equity Stars -8.24%
Groupama Global Disruption -8.64%
Ofi Invest ESG Grandes Marques -8.82%
Covéa Ruptures -8.95%
Athymis Millennial -9.51%
Thematics Meta -9.59%
ODDO BHF Artificial Intelligence -9.82%
Sycomore Sustainable Tech -9.89%
Candriam Equities L Robotics & Innovative Technology -10.06%
JPMorgan Funds - America Equity -10.48%
Pictet - Clean Energy Transition Grand Prix de la Finance -10.50%
Eurizon Fund Equity Innovation -10.62%
Echiquier Artificial Intelligence Grand Prix de la Finance -11.37%
Claresco USA -11.55%
JPMorgan Funds - US Technology -13.33%
BNP Paribas US Small Cap -13.52%
AXA WF Robotech -13.52%
Tocqueville Global Tech ISR -13.53%
Loomis Sayles U.S. Growth Equity -13.70%
CPR Global Disruptive Opportunities -13.70%
Franklin U.S. Opportunities Fund -13.99%
BNP Paribas Funds Disruptive Technology -14.21%
Thematics AI and Robotics -14.24%
Franklin India Fund -15.60%
Franklin Technology Fund -16.23%
FTGF Royce US Small Cap Opportunity Fund -16.87%
R-co Thematic Blockchain Global Equity -21.01%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Adagio 4.25%
M&G (Lux) Episode Macro Fund 3.80%
Jupiter Merian Global Equity Absolute Return 3.36%
Fidelity Absolute Return Global Equity Fund 2.46%
Cigogne UCITS Credit Opportunities 1.68%
RAM European Market Neutral Equities 1.46%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.33%
Exane Pleiade 1.23%
Syquant Capital - Helium Selection 0.88%
Candriam Bonds Credit Alpha 0.62%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.35%
AXA WF Euro Credit Total Return -0.62%
Pictet TR - Atlas -0.91%
Pictet TR - Atlas Titan -2.18%
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"Les chiffres clés de votre patrimoine" : le memento fiscal 2024 à conserver...

 

 

Impôt sur le revenu, Impôt sur la fortune immobilière, Imposition des plus-values de cession, Calcul des droits de mutation à titre gratuit, Fiscalité de l'assurance vie et contrat de capitalisation...

 

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 20.17%
Alken Fund Small Cap Europe 16.41%
BDL Convictions Grand Prix de la Finance 11.96%
Groupama Opportunities Europe 11.59%
Tailor Actions Avenir ISR 11.44%
Indépendance Europe Small Grand Prix de la Finance 9.66%
Tocqueville Euro Equity ISR 8.24%
R-co 4Change Net Zero Equity Euro 7.87%
Moneta Multi Caps Grand Prix de la Finance 7.60%
Ecofi Smart Transition 7.57%
EdR SICAV Tricolore Convictions 7.00%
Richelieu Family 6.90%
Covéa Perspectives Entreprises 6.83%
Europe Income Family 6.73%
Fidelity Europe 6.59%
Indépendance France Small & Mid Grand Prix de la Finance 6.55%
Dorval European Climate Initiative 6.15%
Sycomore Europe Happy @ Work 6.07%
Uzès WWW Perf 5.75%
ADS Venn Collective Alpha Europe 5.63%
Norden SRI 5.35%
Dorval Drivers Europe 4.78%
Quadrige France Smallcaps 4.75%
DNCA Invest Archer Mid-Cap Europe 4.32%
HMG Découvertes 4.16%
VALBOA Engagement ISR 4.12%
Palatine Europe Sustainable Employment 3.27%
Mirova Europe Environmental Equity 3.00%
Mandarine Premium Europe 2.80%
LFR Euro Développement Durable ISR 2.28%
Tocqueville Croissance Euro ISR 1.67%
Sycomore Europe Eco Solutions 1.59%
Gay-Lussac Microcaps Europe 1.10%
VEGA France Opportunités ISR 1.05%
Mandarine Europe Microcap 0.50%
ELEVA Leaders Small & Mid Cap Europe 0.39%
Amplegest Pricing Power Grand Prix de la Finance 0.27%
VEGA Europe Convictions ISR 0.05%
Echiquier Positive Impact Europe -0.15%
Mandarine Unique -0.53%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -1.33%
Lazard Small Caps France -1.38%
DNCA Invest SRI Norden Europe -2.26%
Eiffel Nova Europe ISR -4.08%
CPR Croissance Dynamique -5.78%
ADS Venn Collective Alpha US -11.19%