CAC 40 Perf Jour Perf Ytd
7808.17 -0.27% +5.79%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 35.36%
Jupiter Financial Innovation 16.01%
Aperture European Innovation 15.35%
Digital Stars Europe 14.37%
Sienna Actions Bas Carbone 12.12%
R-co Thematic Blockchain Global Equity 9.76%
R-co Thematic Real Estate 8.47%
Auris Gravity US Equity Fund 8.23%
AXA Aedificandi 8.15%
Piquemal Houghton Global Equities 7.94%
Candriam Equities L Robotics & Innovative Technology 7.55%
Athymis Industrie 4.0 6.11%
Carmignac Investissement Grand Prix de la Finance 4.14%
HMG Globetrotter 3.54%
GIS Sycomore Ageing Population 3.18%
FTGF ClearBridge Infrastructure Value 2.71%
Square Megatrends Champions 2.41%
DNCA Invest Beyond Semperosa 2.24%
Sycomore Sustainable Tech 2.00%
Echiquier Artificial Intelligence Grand Prix de la Finance 1.57%
MS INVF Global Opportunity 1.21%
Janus Henderson Horizon Global Sustainable Equity Fund 0.92%
Pictet - Digital 0.58%
BNP Paribas Aqua Grand Prix de la Finance 0.38%
Mandarine Global Transition -0.31%
Fidelity Global Technology -0.70%
JPMorgan Funds - Global Dividend -0.88%
EdR Fund Big Data Grand Prix de la Finance -1.23%
VIA Smart Equity World -1.57%
CPR Invest Climate Action -1.59%
Sienna Actions Internationales -1.62%
Candriam Equities L Oncology -2.32%
Groupama Global Active Equity -2.56%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -2.65%
Sanso Smart Climate Grand Prix de la Finance -2.77%
Thematics Water -2.85%
ODDO BHF Artificial Intelligence -3.10%
Pictet - Clean Energy Transition Grand Prix de la Finance -3.21%
Thematics AI and Robotics -3.25%
Pictet - Water Grand Prix de la Finance -3.28%
Franklin Technology Fund -3.49%
Comgest Monde Grand Prix de la Finance -3.63%
Echiquier World Equity Growth Grand Prix de la Finance -3.77%
JPMorgan Funds - US Technology -3.83%
Russell Inv. World Equity Fund -3.84%
Eurizon Fund Equity Innovation -3.93%
M&G (Lux) Global Dividend Fund -4.18%
Echiquier Global Tech -4.26%
EdR Fund US Value -4.44%
Mirova Global Sustainable Equity -4.62%
Groupama Global Disruption -4.63%
Pictet - Security -4.71%
Ofi Invest Grandes Marques -4.82%
Covéa Ruptures -4.97%
JPMorgan Funds - Global Select Equity -5.21%
Loomis Sayles U.S. Growth Equity -5.42%
ODDO BHF Global Equity Stars -5.74%
Thematics Meta -5.82%
Covéa Actions Monde -6.00%
MS INVF Global Brands -6.45%
BNP Paribas Funds Disruptive Technology -6.60%
Athymis Millennial -7.71%
Franklin U.S. Opportunities Fund -8.10%
JPMorgan Funds - America Equity -8.16%
Claresco USA -8.45%
CPR Global Disruptive Opportunities -8.78%
AXA WF Robotech -8.90%
EdR Fund Healthcare -9.21%
BNP Paribas US Small Cap -9.29%
FTGF Royce US Small Cap Opportunity Fund -10.98%
Franklin India Fund -11.53%
PERFORMANCE ABSOLUE Perf. YTD
SRI

110 exposants à la première de Patrimonia Paris


C’était la 1ère édition parisienne du salon Patrimonia, historiquement ancré dans la capitale des Gaules.

La hausse du mercure n’a pas empêché les professionnels du patrimoine de visiter les stands.


Immobilier, gestion d’actifs, private equity...

 À côté d’Arkéa AM, Apax by Seven2, Covéa Finance, H2O AM, Inocap Gestion (fusionnée au sein de Groupama AM depuis le 1er avril 2025), Janus Henderson Investors, Mandarine Gestion, Skagen et Varenne Capital Partners, on a vu de nombreux opérateurs immobiliers comme Praemia REIM et des spécialistes des produits structurés comme Equitim et Adequity.


Des acteurs originaux pour investir dans…

  • Les crypto-monnaies avec Bitwise Asset Management

  • L’agriculture avec MyMarguerit qui contribue à financer directement l’agriculture au sein de l'élevage bovin en France. Impact social positif, possibilité de déduire du revenu imposable 7% à 10% de l’investissement pendant 10 ans


L’or n’a pas fini de briller

Chez Godot & Fils, une affaire familiale qui s’est fortement développée en région parisienne et partout en France, les questions étaient nombreuses pour découvrir les services de cette maison indépendante. 

On a vu une grande figure de l’asset management très concentrée à ce stand… wink

Autres articles

Buzz H24

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 46.77%
Axiom European Banks Equity Grand Prix de la Finance 39.60%
Indépendance Europe Small Grand Prix de la Finance 36.91%
Tailor Actions Avenir ISR 27.58%
Quadrige France Smallcaps 26.07%
VALBOA Engagement ISR 24.87%
Indépendance France Small & Mid Grand Prix de la Finance 22.63%
BDL Convictions Grand Prix de la Finance 21.09%
Uzès WWW Perf 20.59%
Tocqueville Value Euro ISR 20.52%
Covéa Perspectives Entreprises 19.90%
Groupama Opportunities Europe 19.69%
Moneta Multi Caps Grand Prix de la Finance 18.47%
DNCA Invest Archer Mid-Cap Europe 16.71%
Mandarine Premium Europe 15.81%
Richelieu Family 15.64%
Europe Income Family 15.19%
R-co 4Change Net Zero Equity Euro 14.43%
EdR SICAV Tricolore Convictions 13.37%
Ecofi Smart Transition 13.03%
Tocqueville Euro Equity ISR 12.67%
Mandarine Europe Microcap 11.85%
Lazard Small Caps France 11.49%
Gay-Lussac Microcaps Europe 10.80%
HMG Découvertes 9.89%
Fidelity Europe 8.79%
ELEVA Leaders Small & Mid Cap Europe 8.66%
Mandarine Unique 8.43%
Sycomore Europe Happy @ Work 8.43%
Sycomore Europe Eco Solutions 8.08%
Palatine Europe Sustainable Employment 7.82%
Dorval Drivers Europe 7.81%
ADS Venn Collective Alpha Europe 7.38%
Mirova Europe Environmental Equity 6.54%
LFR Euro Développement Durable ISR 6.17%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 5.96%
Norden SRI 5.68%
Eiffel Nova Europe ISR 3.98%
Tocqueville Croissance Euro ISR 3.70%
VEGA France Opportunités ISR 3.28%
Amplegest Pricing Power Grand Prix de la Finance 3.26%
VEGA Europe Convictions ISR 2.46%
DNCA Invest SRI Norden Europe 0.60%
CPR Croissance Dynamique -1.86%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -2.72%
ADS Venn Collective Alpha US -9.29%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 18.79%
IVO Global High Yield 4.46%
Carmignac Portfolio Credit 4.29%
Income Euro Sélection 4.17%
Axiom Obligataire Grand Prix de la Finance 4.15%
Axiom Emerging Markets Corporate Bonds 3.74%
Omnibond 3.64%
Tikehau European High Yield 3.20%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.13%
IVO EM Corporate Debt Short Duration SRI 3.06%
Axiom Short Duration Bond 3.03%
La Française Credit Innovation 2.87%
IVO EM Corporate Debt UCITS 2.87%
SLF (LUX) Bond High Yield Opportunity 2026 2.79%
Ostrum SRI Crossover 2.74%
Schelcher Global Yield 2028 2.74%
DNCA Invest Credit Conviction 2.69%
Ofi Invest Alpha Yield 2.66%
Tikehau 2029 2.62%
Ofi Invest High Yield 2029 2.53%
R-co Conviction Credit Euro 2.52%
Jupiter Dynamic Bond 2.50%
Mandarine Credit Opportunities 2.40%
Tikehau 2027 2.40%
La Française Rendement Global 2028 2.39%
Auris Investment Grade 2.38%
Pluvalca Credit Opportunities 2028 2.34%
Tailor Crédit Rendement Cible 2.25%
Auris Euro Rendement 2.19%
Tailor Credit 2028 2.12%
Alken Fund Income Opportunities 2.11%
FTGF Brandywine Global Income Optimiser Fund 2.01%
Groupama Alpha Fixed Income Plus 1.79%
Eiffel Rendement 2028 1.76%
M All Weather Bonds 1.48%
Richelieu Euro Credit Unconstrained 1.38%
Lazard Credit Opportunities 1.04%
EdR Fund Bond Allocation 0.94%
Sanso Short Duration 0.92%
LO Funds - Short-Term Money Market CHF 0.80%
Epsilon Euro Bond 0.20%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.50%
AXA IM FIIS US Short Duration High Yield -8.38%
Amundi Cash USD -9.28%