CAC 40 Perf Jour Perf Ytd
7583.73 +1.22% +0.54%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
First Eagle Amundi International Fund 17.60%
R-co Valor 16.20%
IDE Dynamic World Flexible 14.34%
DNCA Invest Evolutif 12.45%
R-co Valor Balanced 11.18%
GF Ambition Solidaire 10.37%
ACATIS Value Event 9.52%
Russell Inv. MAGS 9.48%
Mansartis Investissements ISR 8.62%
ODDO BHF Exklusiv : Polaris Balanced 8.30%
Ofi Invest ESG MultiTrack 7.96%
BNY Mellon Global Real Return Fund (EUR) 7.16%
Carmignac Patrimoine 7.03%
Dorval Global Allocation 6.80%
Dorval Convictions 5.89%
Tikehau International Cross Assets 5.60%
Sienna Diversifié Flexible Monde 5.58%
Tailor Allocation Defensive 5.58%
M&G (Lux) Dynamic Allocation Fund 5.48%
GIS Global Multi Asset Income 5.33%
Lazard Patrimoine Opportunities SRI 5.12%
Echiquier Allocation Flexible 5.07%
Exane Ceres 5.05%
Mandarine Solution 4.99%
VEGA Euro Rendement ISR 4.80%
Sycomore Next Generation 4.78%
JPMorgan Funds - Global Macro Opportunities 4.63%
Ginjer Actifs 360 4.59%
Equilibre Ecologique 4.55%
Trusteam Optimum 4.20%
BDL Rempart 4.19%
Moneta Long Short 4.09%
Dorval Global Conservative 4.08%
Auris Diversified Beta 4.06%
Echiquier ARTY SRI 4.04%
Eurose 3.26%
VEGA Patrimoine ISR 3.22%
Exclusif 21 1.92%
Lazard Patrimoine SRI 1.82%
Vivienne Ouessant 1.55%
Ruffer Total Return International 1.33%
Cogefi Flex Dynamic 1.06%
H2O Moderato -0.06%
Gay-Lussac Europe Flex -1.59%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
CM-AM Global Gold 38.88%
Franklin U.S. Opportunities Fund 27.38%
R-co Thematic Blockchain Global Equity 26.00%
MS INVF Global Opportunity 25.34%
Loomis Sayles U.S. Growth 24.99%
Franklin Technology Fund 23.82%
Pictet - Digital 23.81%
Echiquier Artificial Intelligence 23.01%
Groupama Global Disruption 21.43%
CPR Global Disruptive Opportunities 21.38%
Mirova Global Sustainable Equity 21.07%
Carmignac Investissement 20.96%
VIA Smart Equity World 20.12%
Ofi Invest ISR Grandes Marques 20.08%
M&G (Lux) Global Dividend Fund 19.91%
Fidelity Global Technology 19.87%
Athymis Millennial 19.80%
Sycomore Sustainable Tech 19.70%
BNP Paribas Funds Disruptive Technology 19.49%
HMG Globetrotter 18.66%
Janus Henderson Horizon Global Sustainable Equity Fund 18.63%
Sanso Smart Climate 18.36%
Pictet - Security 17.97%
Digital Stars Europe 17.58%
Echiquier World Equity Growth 17.25%
Russell Inv. World Equity Fund 16.83%
EdR Fund Big Data 16.69%
JPMorgan Funds - Global Dividend 16.57%
Covéa Ruptures 15.30%
ODDO BHF Artificial Intelligence 14.99%
Mandarine Global Transition 14.95%
Pictet - Water 14.80%
BNP Paribas US Small Cap 14.75%
Comgest Monde 13.93%
Jupiter Global Ecology Growth 13.81%
MS INVF Global Brands 13.52%
Square Megatrends Champions 13.42%
Aperture European Innovation 13.16%
FTGF ClearBridge Infrastructure Value 13.06%
Pictet - Global Megatrend Selection 13.05%
AXA WF Robotech 12.54%
JPMorgan Funds - Global Healthcare 12.42%
Candriam Equities L Oncology Impact 11.58%
Pictet - Global Environmental Opportunities 11.57%
Thematics Water 11.56%
R-co Valor 4Change Global Equity 11.50%
M&G (Lux) Global Listed Infrastructure Fund 11.29%
Aesculape SRI 11.26%
Thematics Meta 11.01%
GemEquity 10.07%
AXA Aedificandi 10.04%
BNP Paribas Aqua 9.79%
Pictet - Clean Energy Transition 9.38%
Thematics AI and Robotics 8.79%
CPR Invest Hydrogen 8.56%
Sienna Actions Bas Carbone ISR 7.68%
Piquemal Houghton Global Equities 7.59%
JPMorgan Funds - China A-Share Opportunities 7.05%
EdR Fund US Value 6.97%
EdR Fund Healthcare 6.42%
GIS SRI Ageing Population 6.21%
Ecofi Enjeux Futurs 5.85%
DNCA Invest Beyond Semperosa 5.71%
Templeton Global Climate Change Fund 4.12%
Pictet - Premium Brands 3.62%
Echiquier World Next Leaders 3.10%
Candriam EQ L Europe Innovation -0.63%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
AXA WF Euro Credit Total Return 7.17%
Jupiter Merian Global Equity Absolute Return 6.67%
Pictet TR - Atlas 6.58%
Cigogne UCITS Credit opportunities 5.16%
Sanso MultiStratégies 5.06%
Candriam Absolute Return Equity Market Neutral 4.35%
Candriam Bonds Credit Alpha 4.03%
DNCA Invest Alpha Bonds 3.86%
Exane Pleiade 3.76%
Fidelity Absolute Return Global Equity Fund 3.68%
Syquant Capital - Helium Selection 3.01%
M&G (Lux) Episode Macro Fund 2.72%
H2O Adagio 1.30%
Vivienne Bréhat -5.07%
Actualité Et + Encore
Imprimer Envoyer l'Actu

Le chef d'entreprise, un client particulier à conseiller...

Publié le vendredi 11 octobre 2024

Dans ce nouveau numéro de Solutions Patrimoine, Olivier Dajnak, responsable de l'ingénierie patrimoniale de Vie Plus, et Jean-François Filliatre se sont intéressés aux chefs d'entreprises et à leurs préoccupations fiscales et patrimoniales. Avec un zoom particulier sur la cession d'entreprise. Conseil : pensez à lever le nez du guidon pour bien la réussir.

 

Pour tout savoir sur l'émission "Et + Encore", cliquez ici.

 

Retour
Diversifiés/Flex Actions Convertibles
PEA Obligations Absolute return
Buzz H24
Vidéos : Gestion euro crédit : où en sommes-nous ?
Témoin : Pour cette société, il faut surpondérer les actions zone euro mais pas que
Marché : Édouard Carmignac : une politique de gestion particulièrement discriminante
Produits : 9 fonds actions pour investir en Europe…
Acteurs : Chine : cette fois c'est la bonne ?
Patrimoine : Si vous ne deviez retenir qu'un seul chiffre aujourd'hui
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 39.27%
CPR Croissance Dynamique 13.63%
DNCA Invest SRI Norden Europe 12.67%
Sycomore Europe Happy @ Work 12.24%
Groupama Opportunities Europe 12.21%
VEGA Europe Convictions ISR 10.15%
Europe Income Family 9.48%
Echiquier Major SRI Growth Europe 9.40%
Echiquier Positive Impact Europe 8.54%
Tocqueville Euro Equity ISR 8.24%
BNP Paribas Développement Humain 7.97%
EdR SICAV Euro Sustainable Equity 7.62%
Dorval Manageurs 7.56%
Tocqueville Croissance Euro ISR 7.49%
Amplegest Pricing Power 7.09%
BDL Convictions 6.83%
Alken Fund Small Cap Europe 6.63%
HMG Découvertes 6.63%
DNCA Invest Archer Mid-Cap Europe 6.10%
VEGA France Opportunités ISR 5.77%
R-co Conviction Equity Value Euro 5.43%
EdR SICAV Tricolore Convictions 5.29%
Alken European Opportunities 5.12%
Mandarine Europe Microcap 4.85%
Tailor Actions Avenir ISR 4.81%
Gay-Lussac Microcaps Europe 4.59%
Fidelity Europe 4.57%
Mandarine Premium Europe 4.31%
Athymis Trendsetters Europe 4.26%
Uzès WWW Perf 3.66%
Dorval European Climate Initiative 3.46%
Mandarine Unique 3.18%
Indépendance Europe Small 3.04%
Centifolia 2.63%
Dorval Manageurs Europe 1.67%
Palatine Europe Sustainable Employment 1.67%
Sycomore Europe Eco Solutions 1.36%
Covéa Perspectives Entreprises 0.76%
Indépendance France Small & Mid 0.49%
Moneta Multi Caps 0.02%
France Engagement -0.15%
Mirova Europe Environmental Equity -0.40%
Richelieu Family -1.36%
Pluvalca Small Caps -2.13%
LONVIA Mid-Cap Europe -2.46%
LFR Euro Développement Durable ISR -2.94%
Quadrator SRI -3.52%
Eiffel Nova Europe ISR -4.30%
Groupama Avenir Euro -5.81%
Quadrige France Smallcaps -7.40%
Lazard Small Caps France -9.14%
Quadrige Europe Midcaps -11.99%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
M Global Convertibles SRI 4.05%
Lazard Convertible Global 3.91%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom Obligataire 11.25%
Omnibond 10.48%
Groupama Axiom Legacy 10.47%
IVO EM Corporate Debt UCITS 10.33%
Carmignac Portfolio Credit 7.61%
Schelcher Global High Yield ESG 7.34%
Tikehau European High Yield 7.16%
Ofi Invest ESG Alpha Yield 7.13%
BNP Paribas Funds Euro High Yield Bd 6.98%
AXA IM FIIS US Short Duration High Yield 6.80%
Amundi Cash USD 6.53%
SLF (LUX) Bond High Yield Opportunity 2026 5.73%
Eiffel Rendement 2028 5.67%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 5.65%
Tikehau 2027 5.52%
Auris Euro Rendement 5.18%
La Française Rendement Global 2028 5.04%
Tailor Crédit Rendement Cible 4.90%
Mandarine Credit Opportunities 4.74%
La Française Credit Innovation 4.59%
Richelieu Euro Credit Unconstrained 4.59%
Lazard Credit Opportunities 4.47%
Tailor Credit 2028 C 4.30%
Pluvalca Credit Opportunities 2028 4.21%
Auris Investment Grade 4.04%
ODDO BHF Global Target 2028 3.89%
Ostrum SRI Crédit Ultra Short Plus 3.66%
Ofi Invest High Yield 2027 3.58%
Sanso Short Duration 3.50%
Sycoyield 2026 3.48%
BNP Paribas Bond 6 M 3.38%
EdR Fund Bond Allocation 2.82%
Franklin European Total Return Fund 2.23%
Jupiter Dynamic Bond 1.50%
FTGF Brandywine Global Income Optimiser Fund 1.36%
LO Funds - Short-Term Money Market CHF 0.18%
H2O Multibonds -2.97%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.26%