CAC 40 Perf Jour Perf Ytd
8132.23 +0.33% +7.79%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
DNCA Invest Evolutif 8.96%
IDE Dynamic World Flexible 8.30%
First Eagle Amundi International Fund 7.72%
GF Ambition Solidaire 7.12%
R-co Valor 7.00%
Dorval Convictions 5.27%
Carmignac Patrimoine 5.20%
R-co Valor Balanced 4.10%
Mansartis Investissements ISR 4.10%
Ginjer Actifs 360 3.85%
ACATIS Value Event 3.74%
Cogefi Flex Dynamic 3.49%
VEGA Patrimoine ISR 3.34%
Latitude Equilibre 3.17%
BDL Rempart 3.10%
Exclusif 21 2.90%
JPMorgan Funds - Global Macro Opportunities 2.79%
ODDO BHF Exklusiv : Polaris Balanced 2.72%
BNY Mellon Global Real Return Fund (EUR) 2.59%
Mandarine Solution 2.56%
Sycomore Next Generation 2.16%
Latitude Patrimoine 2.02%
Tailor Allocation Defensive 1.78%
Tikehau International Cross Assets 1.74%
Lazard Patrimoine Opportunities SRI 1.62%
GIS Global Multi Asset Income 1.40%
Russell Inv. MAGS 1.37%
Eurose 1.25%
Moneta Long Short 1.15%
VEGA Euro Rendement ISR 1.08%
M&G (Lux) Dynamic Allocation Fund 1.07%
Dorval Global Conservative 0.77%
Auris Diversified Beta 0.63%
Echiquier Allocation Flexible 0.48%
Trusteam ROC Flex 0.36%
Sienna Diversifié Flexible Monde 0.35%
Echiquier ARTY SRI 0.07%
Lazard Patrimoine SRI -0.40%
Ruffer Total Return International -0.42%
OFI Invest ESG MultiTrack -0.49%
Sextant Grand Large -0.65%
CPR Croissance Réactive -0.97%
Gay-Lussac Europe Flex -1.15%
H2O Moderato -1.52%
Vivienne Ouessant -2.19%
Ecofi Agir Pour Le Climat -5.06%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
Carmignac Investissement 13.59%
Pictet - Digital 13.14%
MS INVF Global Opportunity 12.63%
Franklin U.S. Opportunities Fund 11.81%
Sycomore Sustainable Tech 10.38%
Loomis Sayles U.S. Growth 9.93%
Echiquier World Equity Growth 9.84%
Franklin Technology Fund 9.81%
OFI Invest ISR Grandes Marques 9.80%
Athymis Millennial 9.52%
Mirova Global Sustainable Equity 9.21%
BNP Paribas Funds Disruptive Technology 9.03%
Pictet - Water 8.13%
G Fund - Global Disruption 7.97%
Digital Stars Europe 7.94%
CPR Global Disruptive Opportunities 7.71%
Russell Inv. World Equity Fund 7.39%
EdR Fund US Value 6.97%
Aesculape SRI 6.94%
Sanso Smart Climate 6.87%
Janus Henderson Horizon Global Sustainable Equity Fund 6.79%
JPMorgan Funds - Global Healthcare 6.64%
Square Megatrends Champions 6.50%
Comgest Monde 6.42%
AXA WF Robotech 6.29%
JPMorgan Funds - Global Dividend 6.27%
Sienna Actions Bas Carbone ISR 6.21%
Thematics Water 6.09%
Echiquier Artificial Intelligence 5.96%
ODDO BHF Artificial Intelligence 5.95%
Fidelity Global Technology 5.79%
M&G (Lux) Global Dividend Fund 5.72%
Pictet - Global Environmental Opportunities 5.61%
Thematics AI and Robotics 5.59%
GIS SRI Ageing Population 5.27%
Jupiter Global Ecology Growth 5.16%
Mandarine Global Transition 4.72%
Thematics Meta 4.48%
CPR Silver Age 4.37%
Pictet - Premium Brands 4.29%
DNCA Invest Beyond Semperosa 4.28%
BNP Paribas US Small Cap 4.19%
EdR Fund Big Data 4.09%
MS INVF Global Brands 3.99%
BNP Paribas Aqua 3.98%
Covéa Ruptures 3.89%
Pictet - Global Megatrend Selection 3.79%
Pictet - Security 3.76%
CPR Invest Hydrogen 3.75%
Richelieu America 3.26%
R-co Thematic Blockchain Global Equity 3.16%
Valeur Intrinsèque 3.16%
BNY Mellon Blockchain Innovation Fund 2.80%
R-co Valor 4Change Global Equity 2.71%
Candriam Equities L Oncology Impact 2.40%
GemEquity 1.53%
Sextant Tech 1.53%
Templeton Global Climate Change Fund 0.64%
Piquemal Houghton Global Equities 0.48%
Mandarine Global Microcap 0.38%
EdR Fund Healthcare 0.34%
La Française Inflection Point Carbon Impact Global -0.20%
Candriam EQ L Europe Innovation -0.54%
JPMorgan Funds - China A-Share Opportunities -0.58%
FTGF ClearBridge Infrastructure Value -0.68%
M&G (Lux) Global Listed Infrastructure Fund -0.78%
Pictet - Clean Energy Transition -0.98%
Echiquier World Next Leaders -1.56%
AXA Aedificandi -4.79%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
Fidelity Absolute Return Global Equity Fund 4.12%
Jupiter Merian Global Equity Absolute Return 4.06%
Pictet TR - Atlas 3.62%
Exane Pleiade 2.44%
Sanso MultiStratégies 2.22%
Candriam Absolute Return Equity Market Neutral 1.88%
AXA WF Euro Credit Total Return 1.66%
DNCA Invest Alpha Bonds 1.41%
Candriam Bonds Credit Alpha 1.39%
Syquant Capital - Helium Selection 1.06%
H2O Adagio -0.34%
M&G (Lux) Episode Macro Fund -3.12%
Vivienne Bréhat -6.74%

Profil

Image

AAA COURTAGE

Richard COUEDEL

Conseiller en Gestion de Patrimoine

Tel: 06 68 62 74 10

Présentation

gérant d'un cabinet de gestion de patrimoine indépendant créé en octobre 2007 notre activité est principalement axée sur la gestion d'actifs, le crédit immobilier aux particuliers et aux professionnels et de plus en plus de conseil juridique et fiscal sous forme d'honoraires.

Buzz H24
Vidéos : Ces sociétés de gestion ont un peu moins d’appétit pour les actifs risqués
Produits : Anomalie de marché : selon ce gérant star, il faut absolument miser sur
Patrimoine : En avril, ne vous découvrez pas d'un fil
Témoin : Jusqu’ici tout va bien...
Marché : Un sujet qui a beaucoup fait parler en 2023 et cela va continuer en 2024
Acteurs : Silence, ça pousse !
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 24.08%
Alken European Opportunities 8.63%
Alken Fund Small Cap Europe 8.50%
Uzès WWW Perf 7.96%
Tailor Actions Avenir ISR 7.94%
VEGA France Opportunités ISR 7.59%
Amplegest Pricing Power 7.16%
Sycomore Europe Happy @ Work 7.15%
Indépendance France Small 6.81%
Tocqueville Euro Equity ISR 6.74%
EdR SICAV Tricolore Convictions 6.60%
DNCA Invest Archer Mid-Cap Europe 6.19%
DNCA Invest SRI Norden Europe 6.11%
Tocqueville Croissance Euro ISR 6.07%
France Engagement 5.94%
VEGA Europe Convictions ISR 5.90%
G Fund Opportunities Europe 5.75%
Centifolia 5.51%
Dorval Manageurs 5.37%
Dorval Manageurs Europe 5.17%
Indépendance Europe Small 4.98%
FCP Mon PEA 4.62%
R-co Conviction Equity Value Euro 4.45%
CPR Croissance Dynamique 4.30%
Palatine Europe Sustainable Employment 3.84%
LFR Euro Développement Durable ISR 3.53%
Athymis Trendsetters Europe 3.52%
EdR SICAV Euro Sustainable Equity 3.49%
Echiquier Positive Impact Europe 3.47%
Fidelity Europe 3.25%
BNP Paribas Développement Humain 3.21%
BDL Convictions 2.87%
Covéa Perspectives Entreprises 2.54%
OFI Invest ESG Equity Climate Change 2.23%
Echiquier Value Euro 1.44%
Dorval European Climate Initiative 1.01%
Moneta Multi Caps 0.59%
Mandarine Social Leaders 0.59%
Lazard Small Caps France 0.57%
Richelieu Family 0.04%
Quadrige France Smallcaps -0.11%
Pluvalca Small Caps -0.34%
Mandarine Premium Europe -0.47%
Mandarine Unique -0.64%
Quadrator SRI -0.71%
Mandarine Europe Microcap -1.59%
Erasmus Small Cap Euro -1.75%
Gay-Lussac Smallcaps -1.98%
Mirova Europe Environmental Equity -2.73%
Erasmus Mid Cap Euro -2.78%
Sycomore Europe Eco Solutions -3.60%
Quadrige Europe Midcaps -4.66%
Groupama Avenir Euro -5.04%
La Française Actions France PME -5.48%
Eiffel Nova Europe ISR -7.05%
LONVIA Avenir Mid-Cap Europe -7.44%
Dorval Manageurs Small Cap Euro -8.44%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global -2.31%
M Global Convertibles SRI -2.71%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Omnibond 5.49%
Groupama Axiom Legacy 5.30%
Amundi Cash USD 5.06%
Axiom Obligataire 3.98%
AXA IM FIIS US Short Duration High Yield 3.84%
IVO Fixed Income 3.04%
Carmignac Portfolio Credit 2.92%
La Française Rendement Global 2028 Plus 2.41%
Schelcher Global High Yield ESG 2.32%
Tikehau European High Yield 2.21%
SLF (LUX) Bond High Yield Opportunity 2026 1.68%
Ostrum SRI Crédit Ultra Short Plus 1.59%
Tikehau 2027 1.41%
BNP Paribas Bond 6 M 1.35%
Sanso Short Duration 1.23%
BNP Paribas Funds Euro High Yield Bd 1.18%
Tailor Credit 2028 C 1.07%
Auris Euro Rendement 1.02%
Pluvalca Credit Opportunities 2028 0.98%
Sycoyield 2026 0.79%
La Française Rendement Global 2028 0.78%
Tailor Crédit Rendement Cible 0.70%
ODDO BHF Global Target 2028 0.69%
Ofi Invest High Yield 2027 0.45%
Auris Investment Grade 0.33%
Lazard Credit Opportunities -0.25%
Franklin European Total Return Fund -1.18%
GIS Euro Bond -1.30%
EdR Fund Bond Allocation -1.79%
FTGF Brandywine Global Income Optimiser Fund -1.99%
Jupiter Dynamic Bond -2.73%
Pictet - Short-Term Money Market CHF -4.13%
H2O Multibonds -8.65%