CAC 40 Perf Jour Perf Ytd
8055.51 +1.32% +9.14%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.19%
GF Ambition Solidaire 20.85%
Ginjer Actifs 360 Grand Prix de la Finance 19.80%
Moneta Long Short 19.53%
Clartan Valeurs 16.30%
BDL Rempart Grand Prix de la Finance 14.20%
R-co Valor Grand Prix de la Finance 13.87%
AXA WF Global Optimal Income 13.07%
Claresco Allocation Flexible 12.85%
M&G (Lux) Dynamic Allocation Fund 12.09%
Carmignac Patrimoine 11.74%
ELEVA Global Multi Opportunities 10.77%
R-co Valor Balanced Grand Prix de la Finance 9.29%
ELEVA AR - Dynamic 8.83%
Dorval Convictions 8.60%
Ruffer Total Return International 8.51%
Sienna Diversifié Flexible Monde 8.29%
Russell Inv. MAGS 8.08%
VEGA Patrimoine ISR 7.96%
First Eagle Amundi International Fund 7.88%
Mandarine Solution 7.69%
BNY Mellon Global Real Return Fund (EUR) 7.62%
GIS Global Multi Asset Income 7.59%
Ofi Invest ESG MultiTrack 7.39%
Auris Diversified Beta 7.00%
Eurose Grand Prix de la Finance 6.94%
Elkano Global Fund 6.73%
Exane Ceres 6.50%
Dorval Global Allocation 6.25%
Nova Dynamique 4.87%
VALBOA Exclusif 4.41%
Sycomore Next Generation 4.13%
Tikehau International Cross Assets 4.00%
IDE Dynamic World Flexible 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.70%
DNCA Invest Evolutif 3.39%
Trusteam Optimum 3.11%
Tailor Allocation Defensive Grand Prix de la Finance 2.71%
VEGA Euro Rendement ISR 2.46%
Monocle Fund 2.36%
ACATIS Value Event 0.44%
ODDO BHF Polaris Balanced -0.92%
Mansartis Investissements ISR -2.35%
Gay-Lussac Europe Flex -4.14%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.78%
Jupiter Financial Innovation 25.96%
R-co Thematic Blockchain Global Equity 25.71%
GemEquity 20.85%
Candriam Equities L Robotics & Innovative Technology 19.95%
Echiquier Artificial Intelligence Grand Prix de la Finance 18.86%
Piquemal Houghton Global Equities 18.76%
Aperture European Innovation 18.60%
Carmignac Investissement Grand Prix de la Finance 15.65%
Digital Stars Europe 15.62%
Auris Gravity US Equity Fund 13.63%
Sienna Actions Bas Carbone 13.23%
Athymis Industrie 4.0 12.58%
Sycomore Sustainable Tech 12.17%
HMG Globetrotter 11.70%
Pictet - Clean Energy Transition Grand Prix de la Finance 10.93%
BNP Paribas Funds Disruptive Technology 10.21%
Fidelity Global Technology 9.77%
Square Megatrends Champions 9.70%
Groupama Global Disruption 9.56%
JPMorgan Funds - US Technology 9.34%
Candriam Equities L Oncology 9.17%
Groupama Global Active Equity 9.09%
AXA Aedificandi 8.66%
EdRS Global Resilience 8.64%
Pictet - Digital 7.92%
Franklin Technology Fund 7.44%
FTGF ClearBridge Infrastructure Value 7.34%
R-co Thematic Real Estate 6.69%
ODDO BHF Artificial Intelligence 6.62%
Eurizon Fund Equity Innovation 6.26%
Sienna Actions Internationales 5.59%
Thematics AI and Robotics 5.56%
EdR Fund Big Data Grand Prix de la Finance 4.91%
Echiquier World Equity Growth Grand Prix de la Finance 4.48%
Palatine Amérique 4.41%
Janus Henderson Horizon Global Sustainable Equity Fund 4.27%
GIS Sycomore Ageing Population 4.15%
Mandarine Global Transition 3.98%
JPMorgan Funds - Global Dividend 3.19%
Russell Inv. World Equity Fund 3.08%
Echiquier Global Tech 2.84%
Covéa Ruptures 2.71%
CPR Invest Climate Action 2.56%
Sanso Smart Climate Grand Prix de la Finance 2.34%
DNCA Invest Beyond Semperosa 1.25%
Claresco USA 0.95%
Mirova Global Sustainable Equity 0.72%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.63%
Covéa Actions Monde 0.40%
BNP Paribas Aqua Grand Prix de la Finance 0.10%
Thematics Water -0.39%
CPR Global Disruptive Opportunities -0.61%
MS INVF Global Opportunity -0.73%
Loomis Sayles U.S. Growth Equity -0.91%
Comgest Monde Grand Prix de la Finance -0.91%
Ofi Invest Grandes Marques -1.65%
M&G (Lux) Global Dividend Fund -1.71%
AXA WF Robotech -2.10%
JPMorgan Funds - America Equity -2.11%
Pictet - Water Grand Prix de la Finance -2.36%
BNP Paribas US Small Cap -3.50%
Pictet - Security -3.64%
FTGF Royce US Small Cap Opportunity Fund -3.74%
Franklin U.S. Opportunities Fund -4.97%
ODDO BHF Global Equity Stars -5.04%
Thematics Meta -5.29%
Athymis Millennial -5.59%
EdR Fund Healthcare -5.63%
MS INVF Global Brands -12.32%
Franklin India Fund -13.55%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 11.36%
Jupiter Merian Global Equity Absolute Return 9.30%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.49%
M&G (Lux) Episode Macro Fund 6.75%
Sienna Performance Absolue Défensif 6.63%
Fidelity Absolute Return Global Equity Fund 6.44%
Syquant Capital - Helium Selection 6.18%
Pictet TR - Atlas 6.08%
BNP Paribas Global Absolute Return Bond 5.59%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.92%
Cigogne UCITS Credit Opportunities 4.36%
AXA WF Euro Credit Total Return 3.79%
Exane Pleiade 3.64%
Candriam Bonds Credit Alpha 2.21%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.97%
Articles Patrimoine et Fiscalité

L’immobilier en quelques chiffres...

 

http://files.h24finance.com/logonortia.jpg

Nortia vous invite à découvrir ou redécouvrir la pierre-papier, comme solution pour répondre aux exigences patrimoniales de vos clients.


 

  • Capitalisation des SCPI : 55,38 Mds€
  • Collecte nette de 5,11 Mds d’€
  • Taux de rotation : 1,97%
  • 78 SCPI ont augmenté leur capital en 2018, pour un total de 5,38 Mds€
  • Taux d’occupation financier : 92%
  • Taux de Distribution sur Valeur de marché : 4,43%
  • Variation du Prix Moyen de la part : 1,88%

 

Répartition des SCPI :

 

  • 3 principaux types d’actifs : locaux industriels (63%), commerciaux (20,48%) et habitation (8,99%)
  • Paris et la région parisienne concentrent la majorité des actifs (20,30% et 43%)
  • La part des investissements à l’étranger progresse fortement : +43% entre 2016 et 2017

 

Coté OPCI :

 

  • 18 OPCI Grand Public à fin Septembre 2018 (+4 sur l’année 2018)
  • Souscriptions nettes : 0,38 Md€

 

 

Source : Nortia / Aspim à fin 2018

 

Pour en savoir plus sur Nortia, cliquez ici.

Publié le vendredi 26 juillet 2019

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 51.10%
Alken Fund Small Cap Europe 48.11%
Indépendance Europe Small Grand Prix de la Finance 37.15%
Tailor Actions Avenir ISR 28.41%
JPMorgan Euroland Dynamic 26.34%
Tocqueville Value Euro ISR 25.06%
Uzès WWW Perf 21.22%
Groupama Opportunities Europe 20.95%
Moneta Multi Caps Grand Prix de la Finance 20.39%
IDE Dynamic Euro 19.86%
BDL Convictions Grand Prix de la Finance 18.25%
Indépendance France Small & Mid Grand Prix de la Finance 15.96%
Quadrige France Smallcaps 15.70%
Tocqueville Euro Equity ISR 15.46%
Ecofi Smart Transition 14.78%
R-co 4Change Net Zero Equity Euro 13.81%
DNCA Invest Archer Mid-Cap Europe 13.14%
VALBOA Engagement ISR 12.99%
Tikehau European Sovereignty 12.74%
Sycomore Sélection Responsable 11.44%
Mandarine Premium Europe 11.37%
Covéa Perspectives Entreprises 10.79%
EdR SICAV Tricolore Convictions 10.22%
Sycomore Europe Happy @ Work 9.28%
Lazard Small Caps Euro 8.96%
Europe Income Family 8.76%
Mandarine Europe Microcap 8.27%
Groupama Avenir PME Europe 8.12%
Fidelity Europe 7.53%
ADS Venn Collective Alpha Europe 6.54%
Gay-Lussac Microcaps Europe 6.41%
Mirova Europe Environmental Equity 6.07%
HMG Découvertes 5.01%
CPR Croissance Dynamique 4.22%
Tocqueville Croissance Euro ISR 3.70%
ELEVA Leaders Small & Mid Cap Europe 3.66%
Norden SRI 3.64%
Mandarine Unique 3.15%
VEGA France Opportunités ISR 3.01%
Dorval Drivers Europe 2.94%
LFR Euro Développement Durable ISR 2.13%
VEGA Europe Convictions ISR 1.91%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 0.15%
Amplegest Pricing Power Grand Prix de la Finance -0.50%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.87%
Eiffel Nova Europe ISR -6.99%
ADS Venn Collective Alpha US -7.38%
DNCA Invest SRI Norden Europe -8.12%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.34%
Axiom Emerging Markets Corporate Bonds 6.91%
IVO Global High Yield 6.32%
Carmignac Portfolio Credit 6.06%
IVO EM Corporate Debt UCITS 6.04%
Axiom Obligataire Grand Prix de la Finance 6.01%
Lazard Credit Fi SRI 5.41%
LO Fallen Angels 5.36%
IVO EM Corporate Debt Short Duration SRI 5.21%
Jupiter Dynamic Bond 5.08%
Income Euro Sélection 5.06%
FTGF Brandywine Global Income Optimiser Fund 4.94%
EdR SICAV Financial Bonds 4.83%
Lazard Credit Opportunities 4.75%
Omnibond 4.65%
Axiom Short Duration Bond 4.47%
DNCA Invest Credit Conviction 4.45%
Schelcher Global Yield 2028 4.43%
La Française Credit Innovation 4.19%
Tikehau European High Yield 3.99%
EdR SICAV Short Duration Credit 3.91%
Ofi Invest High Yield 2029 3.88%
R-co Conviction Credit Euro 3.83%
Ostrum SRI Crossover 3.80%
Alken Fund Income Opportunities 3.70%
Ofi Invest Alpha Yield 3.63%
Hugau Obli 1-3 3.56%
Hugau Obli 3-5 3.44%
Tikehau 2029 3.40%
La Française Rendement Global 2028 3.37%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.36%
M All Weather Bonds 3.36%
Auris Investment Grade 3.19%
Tikehau 2027 3.17%
EdR SICAV Millesima 2030 3.16%
Pluvalca Credit Opportunities 2028 3.16%
Tailor Crédit Rendement Cible 3.00%
SLF (F) Opportunité High Yield 2028 2.91%
Auris Euro Rendement 2.90%
EdR Fund Bond Allocation 2.75%
Tailor Credit 2028 2.74%
Eiffel Rendement 2028 2.35%
Mandarine Credit Opportunities 2.11%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.28%
LO Funds - Short-Term Money Market CHF 0.67%
AXA IM FIIS US Short Duration High Yield -5.87%
Amundi Cash USD -6.89%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.39%