CAC 40 Perf Jour Perf Ytd
7969.69 +0.4% +7.98%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.21%
H2O Moderato 19.89%
BDL Rempart Grand Prix de la Finance 18.46%
Ginjer Actifs 360 Grand Prix de la Finance 18.18%
Moneta Long Short 16.55%
Claresco Allocation Flexible 11.68%
Dorval Convictions 10.26%
Clartan Valeurs 9.54%
Carmignac Patrimoine 8.30%
M&G (Lux) Dynamic Allocation Fund 7.54%
Exane Ceres 7.31%
VEGA Patrimoine ISR 7.31%
AXA WF Global Optimal Income 7.18%
Eurose Grand Prix de la Finance 7.03%
ELEVA AR - Dynamic 7.01%
R-co Valor Grand Prix de la Finance 6.98%
Sienna Diversifié Flexible Monde 6.51%
Auris Diversified Beta 6.41%
Ruffer Total Return International 5.77%
ELEVA Global Multi Opportunities 5.30%
R-co Valor Balanced Grand Prix de la Finance 5.05%
Ofi Invest ESG MultiTrack 4.85%
Monocle Fund 4.34%
Mandarine Solution 4.32%
Dorval Global Allocation 4.32%
Russell Inv. MAGS 4.17%
BNY Mellon Global Real Return Fund (EUR) 3.62%
GIS Global Multi Asset Income 3.46%
Sycomore Next Generation 3.39%
Echiquier ARTY SRI Grand Prix de la Finance 3.32%
DNCA Invest Evolutif 3.23%
Tikehau International Cross Assets 3.18%
Trusteam Optimum 2.90%
Elkano Global Fund 2.83%
Tailor Allocation Defensive Grand Prix de la Finance 2.63%
VEGA Euro Rendement ISR 1.75%
Gay-Lussac Europe Flex 1.44%
First Eagle Amundi International Fund 1.36%
Lazard Patrimoine SRI -0.11%
ACATIS Value Event -0.14%
VALBOA Exclusif -0.36%
IDE Dynamic World Flexible -0.63%
Nova Dynamique -1.77%
ODDO BHF Polaris Balanced -1.91%
Mansartis Investissements ISR -3.27%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 51.51%
Jupiter Financial Innovation 24.98%
Digital Stars Europe 17.35%
Aperture European Innovation 16.20%
Piquemal Houghton Global Equities 13.50%
AXA Aedificandi 13.11%
R-co Thematic Real Estate 12.29%
Sienna Actions Bas Carbone 11.68%
Auris Gravity US Equity Fund 10.11%
R-co Thematic Blockchain Global Equity 6.94%
Athymis Industrie 4.0 6.34%
Carmignac Investissement Grand Prix de la Finance 6.03%
Candriam Equities L Robotics & Innovative Technology 5.40%
HMG Globetrotter 5.34%
FTGF ClearBridge Infrastructure Value 5.18%
GIS Sycomore Ageing Population 4.73%
Square Megatrends Champions 3.72%
VIA Smart Equity World 3.20%
DNCA Invest Beyond Semperosa 2.57%
Janus Henderson Horizon Global Sustainable Equity Fund 2.24%
BNP Paribas Aqua Grand Prix de la Finance 1.53%
Echiquier Artificial Intelligence Grand Prix de la Finance 1.49%
Sycomore Sustainable Tech 1.49%
JPMorgan Funds - Global Dividend 1.48%
Thematics Water 1.47%
Mandarine Global Transition 1.13%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.86%
EdR Fund Big Data Grand Prix de la Finance 0.85%
Fidelity Global Technology 0.78%
Groupama Global Active Equity 0.64%
Candriam Equities L Oncology 0.60%
Sienna Actions Internationales 0.22%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.04%
CPR Invest Climate Action -0.24%
MS INVF Global Opportunity -0.29%
Pictet - Digital -0.62%
Pictet - Water Grand Prix de la Finance -0.88%
Groupama Global Disruption -1.04%
Sanso Smart Climate Grand Prix de la Finance -1.07%
Russell Inv. World Equity Fund -1.31%
Franklin Technology Fund -1.45%
Mirova Global Sustainable Equity -1.79%
Thematics AI and Robotics -1.79%
Echiquier World Equity Growth Grand Prix de la Finance -1.80%
Eurizon Fund Equity Innovation -2.19%
Covéa Ruptures -2.27%
ODDO BHF Artificial Intelligence -2.59%
JPMorgan Funds - Global Select Equity -2.92%
M&G (Lux) Global Dividend Fund -3.31%
BNP Paribas Funds Disruptive Technology -3.46%
Loomis Sayles U.S. Growth Equity -3.76%
Comgest Monde Grand Prix de la Finance -3.87%
Thematics Meta -4.24%
JPMorgan Funds - US Technology -4.30%
Ofi Invest Grandes Marques -4.52%
Echiquier Global Tech -4.89%
Covéa Actions Monde -4.94%
AXA WF Robotech -5.05%
Pictet - Security -5.30%
ODDO BHF Global Equity Stars -6.09%
FTGF Royce US Small Cap Opportunity Fund -6.17%
Franklin U.S. Opportunities Fund -6.25%
MS INVF Global Brands -6.28%
JPMorgan Funds - America Equity -6.43%
Claresco USA -6.85%
EdR Fund Healthcare -6.91%
EdR Fund US Value -7.21%
BNP Paribas US Small Cap -7.43%
Athymis Millennial -8.06%
CPR Global Disruptive Opportunities -9.04%
Franklin India Fund -12.83%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 7.96%
RAM European Market Neutral Equities 7.44%
H2O Adagio 6.92%
Pictet TR - Atlas Titan 6.09%
BNP Paribas Global Absolute Return Bond 5.24%
Sienna Performance Absolue Défensif 5.20%
Syquant Capital - Helium Selection 4.99%
Cigogne UCITS Credit Opportunities 3.74%
Pictet TR - Atlas 3.49%
M&G (Lux) Episode Macro Fund 3.34%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.23%
AXA WF Euro Credit Total Return 3.12%
Exane Pleiade 3.01%
Fidelity Absolute Return Global Equity Fund 2.54%
Candriam Bonds Credit Alpha 1.94%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.26%
Articles Patrimoine et Fiscalité

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

2022

Résultat Net

2022
Alpheys nc nc
Amiral Gestion 36.8 15.8
Amplegest 34.2 4.94
Seven2 (ex Apax Partners) 73.3 14.1
Athymis Gestion nc nc
Auris Gestion nc nc
Axiom AI nc nc
BDL CM nc nc
Carmignac Gestion nc nc
Clartan Associés 13.3 1.88
Cogefi Gestion 4.41 -0.376
Comgest nc nc
CPRAM 385 115
DNCA Finance 378 137
Dorval AM 15.3 -1.1
Ecofi nc nc
Edmond de Rothschild AM France 198 18.3
Eiffel Investment Group nc nc
Eleva Capital (clôture à fin mars) nc nc
Erasmus Gestion nc 2.91
Exclusive Partners nc 5.04
Fil Gestion 36 6.52
Financière Arbevel 23.1 3.64
Financière de la Cité nc nc
Financière de l'Arc 3.46 0.357
Flornoy Ferri nc nc
Fourpoints nc nc
Gay-Lussac Gestion nc nc
Gemway Assets 17.3 5.03
Ginjer AM 3.82 0.338
IDE AM 6.13 2.67
Indépendance et Expansion AM nc nc
IVO Capital Partners nc nc
Kirao 10 2.74
La Financière de l'Echiquier 175 46.1
La Financière Responsable AM nc nc
La Française AM 64.5 0.103
Lonvia Capital nc nc
Mandarine Gestion nc nc
Mansartis nc nc
Meeschaert AM 36.3 11.6
Mirova 107 45
Moneta AM nc nc
Monocle AM 1.67 -0.0918
Montpensier Finance nc nc
Montségur Finance nc nc
Nortia 87.2 4.44
OFI AM 104 6.88
Perial AM nc nc
Pierre 1er Gestion nc nc
Piquemal Houghton Investments 0.545 0.166
Portzamparc Gestion nc nc
Richelieu Gestion 10.3 0.409
Rothschild & Co AM Europe nc nc
Sanso IS nc nc
Sunny AM 8.71 0.018
Sycomore AM nc nc
Syquant Capital nc nc
Tailor AM nc nc
Thematics AM 27.3 11
Tikehau IM 214 23.2
TOBAM 23.1 5.45
Tocqueville Finance nc nc
Trusteam Finance 6.77 -0.329
Uzès Gestion 3.77 0.1
Varenne Capital Partners nc nc
Vega IM nc nc
Vivienne Investissement nc nc
Wiseam 5.58 -0.343

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mardi 26 septembre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 48.54%
Axiom European Banks Equity Grand Prix de la Finance 47.64%
Indépendance Europe Small Grand Prix de la Finance 40.11%
Tailor Actions Avenir ISR 29.54%
Tocqueville Value Euro ISR 26.57%
Indépendance France Small & Mid Grand Prix de la Finance 24.46%
Quadrige France Smallcaps 23.48%
VALBOA Engagement ISR 23.13%
BDL Convictions Grand Prix de la Finance 22.92%
Groupama Opportunities Europe 22.70%
Moneta Multi Caps Grand Prix de la Finance 20.83%
Uzès WWW Perf 20.83%
DNCA Invest Archer Mid-Cap Europe 17.89%
Covéa Perspectives Entreprises 17.36%
Mandarine Premium Europe 16.61%
Richelieu Family 16.25%
R-co 4Change Net Zero Equity Euro 16.16%
Ecofi Smart Transition 13.65%
Tocqueville Euro Equity ISR 13.60%
Europe Income Family 13.18%
EdR SICAV Tricolore Convictions 12.94%
Groupama Avenir PME Europe 12.63%
Mandarine Europe Microcap 12.14%
Gay-Lussac Microcaps Europe 11.24%
Sycomore Europe Happy @ Work 10.63%
Fidelity Europe 9.00%
HMG Découvertes 8.80%
Sycomore Europe Eco Solutions 8.43%
ELEVA Leaders Small & Mid Cap Europe 8.36%
Lazard Small Caps France 8.00%
Mandarine Unique 7.75%
Mirova Europe Environmental Equity 7.72%
ADS Venn Collective Alpha Europe 7.29%
Dorval Drivers Europe 6.53%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.70%
Norden SRI 3.13%
LFR Euro Développement Durable ISR 2.34%
VEGA France Opportunités ISR 1.94%
Tocqueville Croissance Euro ISR 1.08%
Amplegest Pricing Power Grand Prix de la Finance 0.32%
CPR Croissance Dynamique -0.02%
VEGA Europe Convictions ISR -0.82%
Eiffel Nova Europe ISR -1.62%
DNCA Invest SRI Norden Europe -4.42%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.05%
ADS Venn Collective Alpha US -8.97%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 23.27%
IVO Global High Yield 5.95%
Carmignac Portfolio Credit 5.42%
Axiom Emerging Markets Corporate Bonds 5.20%
IVO EM Corporate Debt UCITS 4.87%
Axiom Obligataire Grand Prix de la Finance 4.79%
Income Euro Sélection 4.79%
IVO EM Corporate Debt Short Duration SRI 4.30%
Omnibond 4.30%
Tikehau European High Yield 4.00%
Schelcher Global Yield 2028 3.92%
La Française Credit Innovation 3.46%
Axiom Short Duration Bond 3.39%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.33%
Ofi Invest High Yield 2029 3.24%
Ostrum SRI Crossover 3.16%
DNCA Invest Credit Conviction 3.15%
SLF (LUX) Bond High Yield Opportunity 2026 3.15%
Ofi Invest Alpha Yield 3.11%
R-co Conviction Credit Euro 3.04%
La Française Rendement Global 2028 2.96%
Jupiter Dynamic Bond 2.94%
Tikehau 2029 2.87%
Pluvalca Credit Opportunities 2028 2.86%
Tikehau 2027 2.80%
Mandarine Credit Opportunities 2.76%
FTGF Brandywine Global Income Optimiser Fund 2.76%
Auris Investment Grade 2.74%
Alken Fund Income Opportunities 2.70%
Tailor Credit 2028 2.67%
Auris Euro Rendement 2.61%
Tailor Crédit Rendement Cible 2.57%
Eiffel Rendement 2028 2.42%
Richelieu Euro Credit Unconstrained 2.04%
M All Weather Bonds 1.97%
Lazard Credit Opportunities 1.90%
EdR Fund Bond Allocation 1.42%
Sanso Short Duration 1.17%
Epsilon Euro Bond 0.01%
LO Funds - Short-Term Money Market CHF -0.13%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.35%
AXA IM FIIS US Short Duration High Yield -7.83%
Amundi Cash USD -9.10%