CAC 40 Perf Jour Perf Ytd
7984.44 -0.71% -2.03%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 22.97%
CPR Invest Global Gold Mines 22.06%
IAM Space 13.78%
Templeton Emerging Markets Fund 12.63%
SKAGEN Kon-Tiki 11.36%
FTGF ClearBridge Infrastructure Value Fund 9.61%
GemEquity 8.72%
Piquemal Houghton Global Equities Grand Prix de la Finance 8.59%
DNCA Invest Strategic Resources 8.45%
Aperture European Innovation 7.97%
Longchamp Dalton Japan Long Only 7.10%
Pictet - Clean Energy Transition 6.83%
HMG Globetrotter 6.34%
Sycomore Sustainable Tech 6.28%
Athymis Industrie 4.0 5.75%
EdR SICAV Global Resilience 5.73%
Thematics Water 4.69%
Groupama Global Active Equity 4.68%
Groupama Global Disruption 4.60%
BNP Paribas Aqua 4.53%
M&G (Lux) Global Dividend Fund 3.57%
DNCA Invest Sustain Climate 3.57%
Mandarine Global Transition 3.32%
JPMorgan Funds - Global Dividend 2.74%
M&G (Lux) European Strategic Value Fund 2.43%
H2O Multiequities 2.32%
Palatine Amérique 1.26%
Carmignac Investissement 1.08%
FTGF Putnam US Research Fund 1.01%
BNP Paribas US Small Cap 0.96%
AXA Aedificandi 0.75%
JPMorgan Funds - America Equity 0.67%
Echiquier Global Tech 0.65%
Fidelity Global Technology 0.55%
Candriam Equities L Robotics & Innovative Technology 0.09%
R-co Thematic Real Estate Grand Prix de la Finance -0.32%
Franklin Technology Fund -0.35%
Sienna Actions Internationales -0.49%
Candriam Equities L Oncology -1.13%
EdR Fund Big Data Grand Prix de la Finance -1.16%
Sienna Actions Bas Carbone -1.26%
EdR Fund Healthcare -1.29%
Echiquier World Equity Growth -1.57%
Thematics AI and Robotics -1.78%
Mirova Global Sustainable Equity -1.92%
Thematics Meta -2.49%
Pictet-Robotics -2.84%
Athymis Millennial -2.88%
BNP Paribas Funds Disruptive Technology -3.00%
GIS Sycomore Ageing Population -3.05%
Comgest Monde Grand Prix de la Finance -3.13%
ODDO BHF Artificial Intelligence -3.17%
Echiquier Artificial Intelligence Grand Prix de la Finance -3.55%
Square Megatrends Champions -3.69%
Ofi Invest Grandes Marques -3.88%
Auris Gravity US Equity Fund -4.38%
Loomis Sayles U.S. Growth Equity -4.84%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -6.33%
Pictet - Digital -8.57%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Cliquez ici si vous voulez connaître les profits réalisés par vos partenaires…

 

 

Les conseillers financiers sont tous heureux de travailler avec des sociétés de gestion partenaires "solides" wink

En ce qui concerne tous les "nc" du tableau ci-dessous, c'est-à-dire les sociétés qui n'ont pas (encore) communiqué leurs chiffres, on vous laisse interroger directement votre interlocuteur favori sur le salon Patrimonia.

 

Le tableau de données :

Chiffres en millions €

Société

CA

2023

Résultat Net

2023

Alpheys nc 0.106
Amiral Gestion 40.1 6.13
Amplegest 28.7 3.16
Seven2 (ex Apax Partners) 61.7 19.5
Arbevel 23.4 3.88
Athymis Gestion 3.18 0.155
Auris Gestion nc nc
Axiom AI 21.6 4.01
BDL CM nc nc
Carmignac Gestion nc nc
Clartan Associés 13.8 2.25
Cogefi Gestion 4.39 -0.297
Comgest nc nc
CPRAM nc nc
DNCA Finance nc nc
Dorval AM 13.7 -1.73
Ecofi 20.5 -2.03
Edmond de Rothschild AM France 192 12.6
Eiffel Investment Group 54.9 11.1
Eleva Capital (clôture à fin mars 24) 160 65
Erasmus Gestion 9.08 0.715
Exclusive Partners 28.9 5.58
Fil Gestion 32.9 4.02
Financière de la Cité 5.08 0.267
Financière de l'Arc 3.81 -0.140
Flornoy Ferri nc nc
Gay-Lussac Gestion nc nc
Gemway Assets 15.4 2.65
Ginjer AM nc 0.370
Groupe La Française 42.4 -5.57
Indépendance AM nc nc
IVO Capital Partners 11.6 1.81
La Financière de l'Echiquier 173 28.8
La Financière Responsable AM 3.4 0.137
IDE   6.31 2.81
Lonvia Capital nc -0.687
Mandarine Gestion 23.4 4.43
Mansartis nc nc
Mirova 116 31.1
Moneta AM 61 19.9
Monocle AM 1.63 0.98
Montpensier Finance nc nc
Montségur Finance nc nc
Nortia 88.3 2.35
OFI Invest AM 336 20.6
Perial AM 62.7 14.1
Pierre 1er Gestion nc nc
Piquemal Houghton Investments 1.05 0.270
Portzamparc Gestion 4 0.112
Richelieu Gestion 8.9 -0.986
Rothschild & Co AM Europe nc nc
Sanso Longchamp AM 12.9 1.81
Sapienta Gestion 1.59 0.0277
Sycomore AM nc nc
Syquant Capital nc nc
Tailor AM 12.4 1.13
Thematics AM 24.4 8.1
Tikehau IM 251 39.1
TOBAM 17.7 3.46
Trusteam Finance 8.27 -0.607
Uzès Gestion 3.38 7.24
Varenne Capital Partners 47.7 10.9
Vega IM 62 17.681
Vivienne Investissement nc nc

 

Pour revoir les résultats de l'année dernière, cliquez ici.

 


Article rédigé par H24 Finance. Tous droits réservés.

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement 5.95%
Ginjer Detox European Equity 4.37%
Chahine Funds - Equity Continental Europe 4.05%
Indépendance Europe Mid 3.57%
JPMorgan Euroland Dynamic 2.72%
Groupama Opportunities Europe 1.98%
Tailor Actions Entrepreneurs 1.95%
Mandarine Premium Europe 1.46%
BDL Convictions Grand Prix de la Finance 1.33%
Pluvalca Initiatives PME 1.20%
CPR Invest - European Strategic Autonomy 1.17%
Maxima 0.84%
Tikehau European Sovereignty 0.73%
IDE Dynamic Euro 0.71%
Sycomore Europe Happy @ Work 0.60%
Echiquier Agenor SRI Mid Cap Europe 0.47%
Sycomore Sélection Responsable 0.01%
Axiom European Banks Equity -0.05%
Mandarine Europe Microcap -0.15%
Indépendance France Small & Mid Grand Prix de la Finance -0.18%
Tocqueville Euro Equity ISR -0.22%
Amplegest Pricing Power Grand Prix de la Finance -0.25%
Fidelity Europe -0.41%
HMG Découvertes -0.44%
Gay-Lussac Microcaps Europe -0.58%
Tocqueville Croissance Euro ISR -0.79%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance -1.18%
INOCAP France Smallcaps -1.54%
Alken European Opportunities -1.77%
LFR Inclusion Responsable ISR -1.85%
Europe Income Family -2.11%
VALBOA Engagement -2.33%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -2.51%
Tocqueville Value Euro ISR -2.52%
Moneta Multi Caps Grand Prix de la Finance -2.56%
Tailor Actions Avenir ISR -2.64%
Mandarine Unique -2.79%
VEGA Europe Convictions ISR -2.91%
R-co 4Change Net Zero Equity Euro -3.01%
Lazard Small Caps Euro -3.10%
ODDO BHF Active Small Cap -3.52%
VEGA France Opportunités ISR -3.88%
Dorval Drivers Europe -4.06%
Uzès WWW Perf -4.07%
DNCA Invest SRI Norden Europe -4.56%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -6.20%
Groupama Avenir PME Europe Grand Prix de la Finance -8.18%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Templeton Global Total Return Fund 3.55%
LO Funds - Short-Term Money Market CHF 2.88%
Amundi Cash USD 2.66%
H2O Multibonds Grand Prix de la Finance 2.26%
M&G (Lux) Emerging Markets Bond Fund 2.19%
Jupiter Dynamic Bond 1.10%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.03%
IVO EM Corporate Debt Short Duration SRI 0.95%
Axiom Emerging Markets Corporate Bonds 0.74%
IVO Global High Yield 0.60%
Axiom Short Duration Bond 0.50%
M International Convertible 2028 0.36%
Axiom Obligataire Grand Prix de la Finance 0.31%
DNCA Invest Credit Conviction 0.22%
Omnibond 0.21%
Hugau Obli 3-5 0.18%
Franklin Euro Short Duration Bond Fund 0.18%
R-co Conviction Credit Euro Grand Prix de la Finance 0.16%
Lazard Euro Short Duration Income Opportunities SRI 0.15%
Hugau Obli 1-3 0.14%
Carmignac Portfolio Credit 0.09%
Mandarine Credit Opportunities 0.08%
CPR Absolute Return Bond 0.07%
Ofi Invest Alpha Yield 0.07%
Ostrum SRI Crossover 0.01%
Income Euro Sélection 0.00%
Ostrum Euro High Income Fund -0.01%
Tailor Crédit Rendement Cible -0.03%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) -0.07%
SLF (L) Bond 12M -0.09%
Lazard Credit Fi SRI -0.12%
EdR SICAV Financial Bonds -0.15%
EdR SICAV Short Duration Credit -0.21%
Auris Euro Rendement -0.25%
EdR Fund Bond Allocation -0.25%
Sycoyield 2030 -0.35%
Lazard Credit Opportunities -0.36%
Tikehau European High Yield -0.38%
La Française Credit Innovation -0.40%
LO Fallen Angels -0.45%
Tikehau 2031 -0.58%
EdR SICAV Millesima 2030 -0.62%
Eiffel High Yield Low Carbon -0.71%
Eiffel Rendement 2030 -0.97%