CAC 40 Perf Jour Perf Ytd
7615.41 +2.29% +0.96%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
IDE Dynamic World Flexible 9.56%
DNCA Invest Evolutif 9.08%
GF Ambition Solidaire 9.00%
R-co Valor 7.85%
Russell Inv. MAGS 7.62%
Ofi Invest ESG MultiTrack 7.48%
ACATIS Value Event 7.16%
R-co Valor Balanced 6.53%
ODDO BHF Exklusiv : Polaris Balanced 6.15%
BNY Mellon Global Real Return Fund (EUR) 5.95%
Carmignac Patrimoine 5.66%
Mansartis Investissements ISR 5.46%
Dorval Convictions 5.06%
Dorval Global Allocation 4.96%
Tikehau International Cross Assets 4.81%
M&G (Lux) Dynamic Allocation Fund 4.49%
Echiquier Allocation Flexible 4.45%
BDL Rempart 4.42%
Tailor Allocation Defensive 4.39%
GIS Global Multi Asset Income 4.20%
CPR Croissance Réactive 4.10%
VEGA Euro Rendement ISR 4.03%
Equilibre Ecologique 3.90%
Sycomore Next Generation 3.78%
Ginjer Actifs 360 3.65%
Echiquier ARTY SRI 3.41%
Mandarine Solution 3.34%
JPMorgan Funds - Global Macro Opportunities 3.31%
Moneta Long Short 3.29%
Dorval Global Conservative 3.20%
H2O Moderato 3.18%
Eurose 3.12%
Exane Ceres 3.01%
Lazard Patrimoine Opportunities SRI 2.85%
Sienna Diversifié Flexible Monde 2.82%
VEGA Patrimoine ISR 2.50%
Auris Diversified Beta 2.40%
Trusteam ROC Flex 1.64%
Ruffer Total Return International 0.80%
Exclusif 21 0.77%
Vivienne Ouessant 0.71%
Lazard Patrimoine SRI 0.53%
Cogefi Flex Dynamic 0.50%
Sextant Grand Large -1.11%
Gay-Lussac Europe Flex -2.66%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
CM-AM Global Gold 30.25%
Franklin U.S. Opportunities Fund 21.40%
Loomis Sayles U.S. Growth 20.01%
MS INVF Global Opportunity 18.36%
Franklin Technology Fund 17.89%
Mirova Global Sustainable Equity 16.88%
Pictet - Digital 16.49%
Groupama Global Disruption 16.43%
Carmignac Investissement 16.18%
Janus Henderson Horizon Global Sustainable Equity Fund 14.88%
HMG Globetrotter 14.30%
Digital Stars Europe 14.12%
Ofi Invest ISR Grandes Marques 13.63%
Fidelity Global Technology 13.63%
Candriam Equities L Oncology Impact 13.62%
BNP Paribas Funds Disruptive Technology 13.58%
M&G (Lux) Global Dividend Fund 13.55%
Echiquier Artificial Intelligence 13.42%
VIA Smart Equity World 13.31%
Sanso Smart Climate 13.16%
CPR Global Disruptive Opportunities 13.10%
JPMorgan Funds - Global Healthcare 12.87%
Athymis Millennial 12.87%
Echiquier World Equity Growth 12.38%
Aesculape SRI 12.31%
Pictet - Security 12.29%
Aperture European Innovation 12.25%
Russell Inv. World Equity Fund 12.04%
R-co Thematic Blockchain Global Equity 11.69%
Square Megatrends Champions 11.17%
Sycomore Sustainable Tech 11.07%
JPMorgan Funds - Global Dividend 10.94%
Pictet - Water 10.86%
Mandarine Global Transition 10.80%
EdR Fund Big Data 10.73%
Jupiter Global Ecology Growth 10.59%
Comgest Monde 10.58%
MS INVF Global Brands 10.19%
AXA WF Robotech 9.76%
Pictet - Global Megatrend Selection 9.56%
ODDO BHF Artificial Intelligence 9.26%
AXA Aedificandi 9.24%
M&G (Lux) Global Listed Infrastructure Fund 9.15%
Pictet - Global Environmental Opportunities 8.92%
Covéa Ruptures 8.65%
BNP Paribas US Small Cap 8.35%
FTGF ClearBridge Infrastructure Value 8.23%
Thematics Water 7.66%
BNP Paribas Aqua 7.40%
Sienna Actions Bas Carbone ISR 6.91%
DNCA Invest Beyond Semperosa 6.82%
Thematics Meta 6.47%
Pictet - Clean Energy Transition 6.34%
Mandarine Global Microcap 6.15%
GIS SRI Ageing Population 5.14%
Ecofi Enjeux Futurs 4.81%
Templeton Global Climate Change Fund 4.65%
EdR Fund Healthcare 4.50%
EdR Fund US Value 4.02%
Thematics AI and Robotics 3.75%
Piquemal Houghton Global Equities 3.56%
GemEquity 3.43%
R-co Valor 4Change Global Equity 2.73%
CPR Invest Hydrogen 2.53%
Sextant Tech 1.20%
Candriam EQ L Europe Innovation 0.65%
Pictet - Premium Brands 0.10%
Echiquier World Next Leaders -0.03%
JPMorgan Funds - China A-Share Opportunities -11.47%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
Jupiter Merian Global Equity Absolute Return 6.77%
Pictet TR - Atlas 6.28%
AXA WF Euro Credit Total Return 5.85%
Cigogne UCITS Credit opportunities 4.65%
Sanso MultiStratégies 3.80%
DNCA Invest Alpha Bonds 3.73%
Exane Pleiade 3.63%
Candriam Bonds Credit Alpha 3.60%
Fidelity Absolute Return Global Equity Fund 3.15%
Syquant Capital - Helium Selection 3.10%
M&G (Lux) Episode Macro Fund 3.10%
Candriam Absolute Return Equity Market Neutral 2.55%
H2O Adagio 2.25%
Vivienne Bréhat -4.54%

Profil

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Ageas Patrimoine

Olivier NAPPEY

Inspecteur Vie

Tel: 06 70 74 78 27

Présentation

* BTS d'Action Commerciale * BTS d'Assurances * DESS Gestion de Patrimoine (Clermont-Ferrand)

Buzz H24
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Produits : Les meilleurs fonds diversifiés à choisir pour vos clients
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 37.15%
DNCA Invest SRI Norden Europe 13.06%
Sycomore Europe Happy @ Work 11.73%
Groupama Opportunities Europe 11.14%
VEGA Europe Convictions ISR 9.93%
CPR Croissance Dynamique 9.71%
Echiquier Positive Impact Europe 8.31%
Europe Income Family 8.11%
Dorval Manageurs 7.74%
BNP Paribas Développement Humain 7.37%
Tocqueville Euro Equity ISR 7.27%
EdR SICAV Euro Sustainable Equity 7.16%
Echiquier Major SRI Growth Europe 7.13%
Alken Fund Small Cap Europe 6.84%
HMG Découvertes 6.41%
Tocqueville Croissance Euro ISR 6.15%
BDL Convictions 6.08%
DNCA Invest Archer Mid-Cap Europe 5.96%
Alken European Opportunities 5.75%
Amplegest Pricing Power 5.41%
VEGA France Opportunités ISR 5.29%
EdR SICAV Tricolore Convictions 4.81%
Fidelity Europe 4.65%
R-co Conviction Equity Value Euro 4.02%
Dorval European Climate Initiative 3.94%
Athymis Trendsetters Europe 3.88%
Gay-Lussac Microcaps Europe 3.76%
Tailor Actions Avenir ISR 3.62%
Mandarine Europe Microcap 3.56%
Centifolia 3.28%
Mandarine Unique 3.22%
Palatine Europe Sustainable Employment 2.60%
Indépendance Europe Small 2.52%
Uzès WWW Perf 2.29%
Mandarine Premium Europe 2.29%
Sycomore Europe Eco Solutions 2.09%
Dorval Manageurs Europe 1.22%
Indépendance France Small & Mid 1.16%
Mirova Europe Environmental Equity 0.34%
Covéa Perspectives Entreprises -0.25%
France Engagement -0.39%
Moneta Multi Caps -0.81%
Richelieu Family -1.39%
Mandarine Social Leaders -1.66%
LFR Euro Développement Durable ISR -2.28%
LONVIA Mid-Cap Europe -2.67%
Pluvalca Small Caps -2.89%
Quadrator SRI -3.92%
Groupama Avenir Euro -5.62%
Quadrige France Smallcaps -6.45%
Eiffel Nova Europe ISR -6.84%
Lazard Small Caps France -8.66%
Quadrige Europe Midcaps -11.26%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
M Global Convertibles SRI 1.48%
Lazard Convertible Global 0.61%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Omnibond 10.17%
Axiom Obligataire 9.86%
Groupama Axiom Legacy 9.52%
IVO Fixed Income 9.40%
Carmignac Portfolio Credit 6.93%
Schelcher Global High Yield ESG 6.50%
Ofi Invest ESG Alpha Yield 6.36%
Tikehau European High Yield 6.21%
BNP Paribas Funds Euro High Yield Bd 5.79%
SLF (LUX) Bond High Yield Opportunity 2026 5.11%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 5.03%
Eiffel Rendement 2028 4.99%
Lazard Credit Opportunities 4.70%
Tikehau 2027 4.69%
La Française Rendement Global 2028 4.56%
La Française Credit Innovation 4.47%
Richelieu Euro Credit Unconstrained 4.31%
Auris Euro Rendement 4.31%
AXA IM FIIS US Short Duration High Yield 4.27%
Tailor Crédit Rendement Cible 4.24%
Tailor Credit 2028 C 3.88%
Pluvalca Credit Opportunities 2028 3.52%
ODDO BHF Global Target 2028 3.34%
Ostrum SRI Crédit Ultra Short Plus 3.34%
Jupiter Dynamic Bond 3.26%
Amundi Cash USD 3.25%
Auris Investment Grade 3.24%
Ofi Invest High Yield 2027 3.12%
Sanso Short Duration 3.05%
Sycoyield 2026 3.03%
BNP Paribas Bond 6 M 3.01%
FTGF Brandywine Global Income Optimiser Fund 2.43%
EdR Fund Bond Allocation 2.32%
H2O Multibonds 2.25%
Franklin European Total Return Fund 2.10%
LO Funds - Short-Term Money Market CHF -0.62%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.22%