CAC 40	Perf Jour	Perf Ytd
7822.16	-0.51%	+5.97%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	21.33%
BDL Rempart	17.43%
H2O Moderato	16.03%
Ginjer Actifs 360	15.48%
Moneta Long Short	15.15%
Claresco Allocation Flexible	10.50%
Clartan Valeurs	9.18%
Dorval Convictions	8.65%
Exane Ceres	8.62%
Carmignac Patrimoine	8.61%
R-co Valor	7.24%
VEGA Patrimoine ISR	7.14%
Auris Diversified Beta	6.74%
M&G (Lux) Dynamic Allocation Fund	6.67%
AXA WF Global Optimal Income	6.49%
Eurose	6.36%
ELEVA Global Multi Opportunities	6.31%
ELEVA AR - Dynamic	6.20%
Ruffer Total Return International	6.18%
Sienna Diversifié Flexible Monde	5.96%
R-co Valor Balanced	4.88%
Ofi Invest ESG MultiTrack	4.51%
Monocle Fund	4.42%
BNY Mellon Global Real Return Fund (EUR)	3.95%
Dorval Global Allocation	3.81%
Russell Inv. MAGS	3.54%
Mandarine Solution	3.39%
Sycomore Next Generation	3.29%
GIS Global Multi Asset Income	3.19%
Echiquier ARTY SRI	3.09%
Tikehau International Cross Assets	3.04%
Elkano Global Fund	3.01%
DNCA Invest Evolutif	2.86%
Trusteam Optimum	2.57%
Tailor Allocation Defensive	2.42%
VEGA Euro Rendement ISR	2.05%
Gay-Lussac Europe Flex	1.85%
ACATIS Value Event	0.44%
IDE Dynamic World Flexible	0.31%
VALBOA Exclusif	0.30%
Lazard Patrimoine SRI	0.28%
First Eagle Amundi International Fund	0.11%
ODDO BHF Polaris Balanced	-0.33%
Mansartis Investissements ISR	-1.97%
Nova Dynamique	-2.12%

ACTIONS Perf. YTD

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CM-AM Global Gold	37.53%
Jupiter Financial Innovation	22.00%
Digital Stars Europe	15.97%
Aperture European Innovation	13.93%
R-co Thematic Blockchain Global Equity	11.16%
Candriam Equities L Robotics & Innovative Technology	10.81%
Sienna Actions Bas Carbone	10.52%
Auris Gravity US Equity Fund	10.03%
Athymis Industrie 4.0	9.79%
Piquemal Houghton Global Equities	9.60%
AXA Aedificandi	9.52%
R-co Thematic Real Estate	8.92%
Echiquier Artificial Intelligence	7.98%
Carmignac Investissement	7.82%
Sycomore Sustainable Tech	6.94%
HMG Globetrotter	5.28%
FTGF ClearBridge Infrastructure Value	4.69%
Square Megatrends Champions	4.57%
Pictet - Digital	4.25%
Janus Henderson Horizon Global Sustainable Equity Fund	3.82%
GIS Sycomore Ageing Population	3.61%
Franklin Technology Fund	2.73%
Fidelity Global Technology	2.63%
Mandarine Global Transition	2.62%
Thematics AI and Robotics	2.41%
MS INVF Global Opportunity	2.10%
DNCA Invest Beyond Semperosa	1.97%
EdR Fund Big Data	1.90%
JPMorgan Funds - Global Dividend	1.72%
VIA Smart Equity World	1.35%
Pictet - Clean Energy Transition	0.93%
ODDO BHF Artificial Intelligence	0.85%
CPR Invest Climate Action	0.83%
Groupama Global Active Equity	0.54%
JPMorgan Funds - US Technology	0.53%
Sienna Actions Internationales	0.15%
BNP Paribas Aqua	0.13%
BNP Paribas Funds Disruptive Technology	0.01%
Sanso Smart Climate	-0.02%
M&G (Lux) Global Listed Infrastructure Fund	-0.15%
Pictet - Security	-0.19%
Echiquier Global Tech	-0.43%
Thematics Water	-0.47%
Eurizon Fund Equity Innovation	-0.66%
Echiquier World Equity Growth	-1.11%
Pictet - Water	-1.18%
Russell Inv. World Equity Fund	-1.27%
Candriam Equities L Oncology	-1.54%
Covéa Ruptures	-1.87%
Comgest Monde	-1.91%
Groupama Global Disruption	-2.19%
Thematics Meta	-2.47%
Mirova Global Sustainable Equity	-2.51%
Loomis Sayles U.S. Growth Equity	-2.55%
JPMorgan Funds - Global Select Equity	-2.59%
M&G (Lux) Global Dividend Fund	-3.06%
Ofi Invest Grandes Marques	-3.32%
ODDO BHF Global Equity Stars	-3.52%
AXA WF Robotech	-3.79%
Covéa Actions Monde	-4.04%
Franklin U.S. Opportunities Fund	-4.33%
CPR Global Disruptive Opportunities	-4.60%
MS INVF Global Brands	-4.69%
JPMorgan Funds - America Equity	-5.35%
EdR Fund US Value	-5.42%
Athymis Millennial	-5.54%
Claresco USA	-5.77%
EdR Fund Healthcare	-6.90%
BNP Paribas US Small Cap	-7.26%
FTGF Royce US Small Cap Opportunity Fund	-9.44%
Franklin India Fund	-12.17%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	6.28%
RAM European Market Neutral Equities	6.11%
H2O Adagio	6.03%
Pictet TR - Atlas Titan	5.65%
BNP Paribas Global Absolute Return Bond	5.22%
Sienna Performance Absolue Défensif	5.22%
Syquant Capital - Helium Selection	4.81%
M&G (Lux) Episode Macro Fund	4.17%
Cigogne UCITS Credit Opportunities	3.41%
DNCA Invest Alpha Bonds	3.28%
Pictet TR - Atlas	3.22%
AXA WF Euro Credit Total Return	3.12%
Exane Pleiade	2.98%
Candriam Bonds Credit Alpha	1.81%
Fidelity Absolute Return Global Equity Fund	1.78%
Candriam Absolute Return Equity Market Neutral	-0.61%

Donation portant sur un immeuble et restriction des droits des donataires

Situation de fait :

Votre client dispose d’un bien immobilier qui constitue sa résidence principale. Il est réticent à transmettre la nue-propriété du bien à sa fille car il souhaite pouvoir librement vendre le bien et réinvestir dans une résidence du type EHPAD.

Il est désireux de connaître les différentes modalités de transmission conformes à ses besoins.

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de Natixis Wealth Management / Sélection 1818, cliquez ici.

Publié le vendredi 22 juin 2018

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	45.94%
Axiom European Banks Equity	41.61%
Indépendance Europe Small	36.23%
Tailor Actions Avenir ISR	27.27%
Quadrige France Smallcaps	24.13%
VALBOA Engagement ISR	23.93%
Indépendance France Small & Mid	22.73%
Tocqueville Value Euro ISR	21.46%
Uzès WWW Perf	21.39%
BDL Convictions	21.04%
Groupama Opportunities Europe	19.11%
Moneta Multi Caps	18.55%
Covéa Perspectives Entreprises	17.19%
DNCA Invest Archer Mid-Cap Europe	16.57%
Richelieu Family	15.84%
Mandarine Premium Europe	15.06%
R-co 4Change Net Zero Equity Euro	14.47%
Europe Income Family	12.98%
EdR SICAV Tricolore Convictions	12.19%
Tocqueville Euro Equity ISR	12.14%
Mandarine Europe Microcap	12.01%
Ecofi Smart Transition	11.80%
Lazard Small Caps France	10.24%
Gay-Lussac Microcaps Europe	10.02%
HMG Découvertes	9.18%
Sycomore Europe Eco Solutions	9.16%
ELEVA Leaders Small & Mid Cap Europe	8.59%
Sycomore Europe Happy @ Work	8.53%
Fidelity Europe	7.65%
Mandarine Unique	6.95%
Mirova Europe Environmental Equity	6.94%
Dorval Drivers Europe	6.45%
ADS Venn Collective Alpha Europe	5.75%
Echiquier Agenor SRI Mid Cap Europe	4.18%
LFR Euro Développement Durable ISR	3.50%
Norden SRI	2.28%
VEGA France Opportunités ISR	2.07%
Amplegest Pricing Power	2.05%
Tocqueville Croissance Euro ISR	1.96%
Eiffel Nova Europe ISR	0.91%
VEGA Europe Convictions ISR	0.58%
CPR Croissance Dynamique	-0.02%
DNCA Invest SRI Norden Europe	-1.62%
Echiquier Major SRI Growth Europe	-4.66%
ADS Venn Collective Alpha US	-8.36%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	14.47%
Dorval European Climate Initiative	13.76%
BDL Transitions Megatrends	11.53%
EdR SICAV Euro Sustainable Equity	9.13%
Palatine Europe Sustainable Employment	6.14%
La Française Credit Innovation	3.16%
Equilibre Ecologique	3.10%
DNCA Invest Beyond Semperosa	1.97%
Echiquier Positive Impact Europe	0.52%
Triodos Future Generations	0.48%
Triodos Impact Mixed	-0.66%
Triodos Global Equities Impact	-2.88%
Aesculape SRI	-5.96%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	18.24%
IVO Global High Yield	4.89%
Carmignac Portfolio Credit	4.66%
Axiom Obligataire	4.60%
Income Euro Sélection	4.55%
Axiom Emerging Markets Corporate Bonds	4.41%
Omnibond	3.85%
Tikehau European High Yield	3.69%
IVO EM Corporate Debt UCITS	3.68%
IVO EM Corporate Debt Short Duration SRI	3.59%
Jupiter Dynamic Bond	3.30%
Schelcher Global Yield 2028	3.17%
Axiom Short Duration Bond	3.17%
La Française Credit Innovation	3.16%
DNCA Invest Credit Conviction	3.14%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.03%
Ostrum SRI Crossover	3.03%
SLF (LUX) Bond High Yield Opportunity 2026	3.03%
Ofi Invest High Yield 2029	3.01%
Tikehau 2029	2.90%
R-co Conviction Credit Euro	2.88%
La Française Rendement Global 2028	2.77%
Ofi Invest Alpha Yield	2.77%
Mandarine Credit Opportunities	2.70%
Auris Investment Grade	2.67%
Pluvalca Credit Opportunities 2028	2.62%
Tikehau 2027	2.61%
Tailor Crédit Rendement Cible	2.53%
Tailor Credit 2028	2.49%
Alken Fund Income Opportunities	2.48%
Auris Euro Rendement	2.47%
Eiffel Rendement 2028	2.14%
FTGF Brandywine Global Income Optimiser Fund	2.09%
Groupama Alpha Fixed Income Plus	1.94%
M All Weather Bonds	1.94%
Richelieu Euro Credit Unconstrained	1.84%
Lazard Credit Opportunities	1.47%
EdR Fund Bond Allocation	1.25%
Sanso Short Duration	1.02%
LO Funds - Short-Term Money Market CHF	0.80%
Epsilon Euro Bond	0.64%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-4.75%
AXA IM FIIS US Short Duration High Yield	-6.39%
Amundi Cash USD	-7.49%