CAC 40 Perf Jour Perf Ytd
7631.77 -0% +3.38%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 20.02%
H2O Moderato 16.99%
Moneta Long Short 15.69%
BDL Rempart Grand Prix de la Finance 15.28%
Ginjer Actifs 360 Grand Prix de la Finance 13.91%
Claresco Allocation Flexible 8.79%
Carmignac Patrimoine 7.93%
Exane Ceres 7.45%
Dorval Convictions 6.98%
M&G (Lux) Dynamic Allocation Fund 6.15%
Ruffer Total Return International 5.89%
AXA WF Global Optimal Income 5.86%
VEGA Patrimoine ISR 5.85%
Eurose Grand Prix de la Finance 5.84%
Auris Diversified Beta 5.73%
R-co Valor Grand Prix de la Finance 5.42%
ELEVA Global Multi Opportunities 5.39%
Clartan Valeurs 5.20%
Sienna Diversifié Flexible Monde 4.64%
ELEVA AR - Dynamic 4.57%
R-co Valor Balanced Grand Prix de la Finance 4.30%
Monocle Fund 3.73%
BNY Mellon Global Real Return Fund (EUR) 3.69%
Ofi Invest ESG MultiTrack 3.48%
Russell Inv. MAGS 3.09%
Dorval Global Allocation 3.00%
Mandarine Solution 2.85%
Echiquier ARTY SRI Grand Prix de la Finance 2.83%
Tikehau International Cross Assets 2.49%
Sycomore Next Generation 2.38%
Trusteam Optimum 2.29%
Elkano Global Fund 2.20%
Tailor Allocation Defensive Grand Prix de la Finance 2.14%
GIS Global Multi Asset Income 1.54%
DNCA Invest Evolutif 1.42%
VEGA Euro Rendement ISR 1.36%
Gay-Lussac Europe Flex 1.33%
Lazard Patrimoine SRI 0.30%
First Eagle Amundi International Fund -0.28%
VALBOA Exclusif -1.02%
ACATIS Value Event -1.10%
IDE Dynamic World Flexible -1.50%
ODDO BHF Polaris Balanced -3.53%
Mansartis Investissements ISR -4.13%
Nova Dynamique -4.23%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 34.55%
Jupiter Financial Innovation 20.37%
Digital Stars Europe 15.92%
Aperture European Innovation 11.84%
AXA Aedificandi 10.30%
Piquemal Houghton Global Equities 9.79%
Candriam Equities L Robotics & Innovative Technology 8.38%
R-co Thematic Real Estate 8.31%
Auris Gravity US Equity Fund 8.05%
Sienna Actions Bas Carbone 7.66%
R-co Thematic Blockchain Global Equity 7.20%
Athymis Industrie 4.0 6.97%
Carmignac Investissement Grand Prix de la Finance 6.30%
FTGF ClearBridge Infrastructure Value 4.57%
HMG Globetrotter 3.75%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.75%
Square Megatrends Champions 2.48%
Sycomore Sustainable Tech 2.32%
Janus Henderson Horizon Global Sustainable Equity Fund 2.19%
Pictet - Digital 1.11%
VIA Smart Equity World 0.82%
Franklin Technology Fund 0.70%
Mandarine Global Transition 0.57%
EdR Fund Big Data Grand Prix de la Finance 0.52%
GIS Sycomore Ageing Population 0.28%
Thematics AI and Robotics 0.01%
JPMorgan Funds - Global Dividend -0.04%
MS INVF Global Opportunity -0.13%
Fidelity Global Technology -0.55%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.73%
Sienna Actions Internationales -0.87%
CPR Invest Climate Action -0.90%
BNP Paribas Aqua Grand Prix de la Finance -0.93%
Thematics Water -0.99%
DNCA Invest Beyond Semperosa -1.06%
Sanso Smart Climate Grand Prix de la Finance -1.41%
Pictet - Clean Energy Transition Grand Prix de la Finance -1.57%
Groupama Global Active Equity -1.59%
BNP Paribas Funds Disruptive Technology -1.60%
JPMorgan Funds - US Technology -2.37%
Echiquier World Equity Growth Grand Prix de la Finance -2.45%
Candriam Equities L Oncology -2.63%
ODDO BHF Artificial Intelligence -2.65%
Covéa Ruptures -2.75%
Pictet - Water Grand Prix de la Finance -2.82%
Comgest Monde Grand Prix de la Finance -3.02%
Pictet - Security -3.43%
Loomis Sayles U.S. Growth Equity -3.57%
Russell Inv. World Equity Fund -3.75%
Eurizon Fund Equity Innovation -3.90%
Groupama Global Disruption -3.92%
Mirova Global Sustainable Equity -3.99%
Echiquier Global Tech -4.16%
Thematics Meta -4.25%
JPMorgan Funds - Global Select Equity -4.36%
Franklin U.S. Opportunities Fund -4.80%
Ofi Invest Grandes Marques -4.92%
M&G (Lux) Global Dividend Fund -5.14%
AXA WF Robotech -5.56%
Covéa Actions Monde -5.80%
MS INVF Global Brands -6.65%
ODDO BHF Global Equity Stars -6.87%
JPMorgan Funds - America Equity -7.10%
CPR Global Disruptive Opportunities -7.39%
Athymis Millennial -7.85%
EdR Fund US Value -8.17%
Claresco USA -8.35%
BNP Paribas US Small Cap -8.43%
EdR Fund Healthcare -9.57%
FTGF Royce US Small Cap Opportunity Fund -11.89%
Franklin India Fund -13.61%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 6.93%
H2O Adagio 6.74%
Jupiter Merian Global Equity Absolute Return 6.66%
Pictet TR - Atlas Titan 6.18%
BNP Paribas Global Absolute Return Bond 5.50%
Sienna Performance Absolue Défensif 4.97%
Syquant Capital - Helium Selection 4.86%
M&G (Lux) Episode Macro Fund 4.76%
Cigogne UCITS Credit Opportunities 3.56%
Pictet TR - Atlas 3.51%
AXA WF Euro Credit Total Return 3.43%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.38%
Exane Pleiade 3.05%
Fidelity Absolute Return Global Equity Fund 2.37%
Candriam Bonds Credit Alpha 1.87%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.42%
Articles Patrimoine et Fiscalité

ISF et droits de succession en paiement différé...

http://files.h24finance.com/jpeg/1818%20Logo%20New.jpg

 

Situation de fait :

 

Votre client a perdu sa mère et doit payer 125 000 euros de droits de succession. Il va demander un paiement différé des droits dus sur 10 ans. 

 

Vous vous interrogez sur la déduction de l’ISF de cette dette fiscale.

 

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de la Banque Privée 1818, cliquez ici

Publié le vendredi 12 mai 2017

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 43.01%
Axiom European Banks Equity Grand Prix de la Finance 37.05%
Indépendance Europe Small Grand Prix de la Finance 34.70%
Tailor Actions Avenir ISR 25.08%
VALBOA Engagement ISR 22.53%
Quadrige France Smallcaps 22.20%
Indépendance France Small & Mid Grand Prix de la Finance 20.37%
Tocqueville Value Euro ISR 19.83%
Uzès WWW Perf 19.30%
BDL Convictions Grand Prix de la Finance 17.14%
Groupama Opportunities Europe 16.39%
Covéa Perspectives Entreprises 16.13%
Moneta Multi Caps Grand Prix de la Finance 15.69%
DNCA Invest Archer Mid-Cap Europe 14.54%
Mandarine Premium Europe 13.84%
Richelieu Family 13.25%
R-co 4Change Net Zero Equity Euro 11.36%
Mandarine Europe Microcap 10.52%
Europe Income Family 9.44%
Tocqueville Euro Equity ISR 9.42%
Ecofi Smart Transition 9.36%
Gay-Lussac Microcaps Europe 8.93%
EdR SICAV Tricolore Convictions 8.49%
Lazard Small Caps France 8.43%
HMG Découvertes 7.68%
ELEVA Leaders Small & Mid Cap Europe 6.36%
Sycomore Europe Eco Solutions 6.09%
Sycomore Europe Happy @ Work 5.42%
Mandarine Unique 5.00%
Fidelity Europe 4.59%
Mirova Europe Environmental Equity 3.87%
Dorval Drivers Europe 3.56%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.05%
ADS Venn Collective Alpha Europe 2.02%
Norden SRI 0.49%
LFR Euro Développement Durable ISR 0.01%
Tocqueville Croissance Euro ISR -0.54%
VEGA France Opportunités ISR -0.75%
Amplegest Pricing Power Grand Prix de la Finance -0.98%
CPR Croissance Dynamique -1.89%
Eiffel Nova Europe ISR -2.19%
VEGA Europe Convictions ISR -2.68%
DNCA Invest SRI Norden Europe -3.75%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.31%
ADS Venn Collective Alpha US -11.21%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.57%
Carmignac Portfolio Credit 4.98%
IVO Global High Yield 4.94%
Axiom Obligataire Grand Prix de la Finance 4.68%
Axiom Emerging Markets Corporate Bonds 4.60%
Income Euro Sélection 4.54%
Omnibond 4.09%
IVO EM Corporate Debt UCITS 3.77%
Tikehau European High Yield 3.74%
IVO EM Corporate Debt Short Duration SRI 3.62%
Jupiter Dynamic Bond 3.48%
DNCA Invest Credit Conviction 3.40%
Axiom Short Duration Bond 3.31%
Schelcher Global Yield 2028 3.28%
La Française Credit Innovation 3.26%
Ofi Invest Alpha Yield 3.11%
R-co Conviction Credit Euro 3.10%
Ostrum SRI Crossover 3.09%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.06%
SLF (LUX) Bond High Yield Opportunity 2026 3.01%
Ofi Invest High Yield 2029 2.97%
Tikehau 2029 2.88%
Alken Fund Income Opportunities 2.81%
La Française Rendement Global 2028 2.73%
Mandarine Credit Opportunities 2.70%
Tikehau 2027 2.66%
Pluvalca Credit Opportunities 2028 2.61%
Tailor Crédit Rendement Cible 2.55%
Auris Euro Rendement 2.54%
Lazard Credit Opportunities 2.49%
Tailor Credit 2028 2.37%
FTGF Brandywine Global Income Optimiser Fund 2.36%
Auris Investment Grade 2.21%
Eiffel Rendement 2028 2.16%
M All Weather Bonds 2.06%
Groupama Alpha Fixed Income Plus 1.99%
Richelieu Euro Credit Unconstrained 1.80%
EdR Fund Bond Allocation 1.43%
Sanso Short Duration 1.05%
Epsilon Euro Bond 0.81%
LO Funds - Short-Term Money Market CHF 0.37%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.36%
AXA IM FIIS US Short Duration High Yield -6.95%
Amundi Cash USD -8.11%