CAC 40 Perf Jour Perf Ytd
7698.52 -0.57% +4.31%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 46.92%
Jupiter Financial Innovation 23.96%
Digital Stars Europe 16.73%
Aperture European Innovation 14.64%
AXA Aedificandi 13.74%
R-co Thematic Real Estate 13.39%
Piquemal Houghton Global Equities 11.88%
Auris Gravity US Equity Fund 10.39%
R-co Thematic Blockchain Global Equity 10.37%
Sienna Actions Bas Carbone 9.74%
Athymis Industrie 4.0 7.85%
Candriam Equities L Robotics & Innovative Technology 7.46%
Carmignac Investissement Grand Prix de la Finance 6.36%
HMG Globetrotter 5.89%
FTGF ClearBridge Infrastructure Value 4.19%
Square Megatrends Champions 3.76%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.61%
Janus Henderson Horizon Global Sustainable Equity Fund 2.19%
Sycomore Sustainable Tech 2.09%
GIS Sycomore Ageing Population 2.05%
VIA Smart Equity World 1.99%
Mandarine Global Transition 1.62%
DNCA Invest Beyond Semperosa 0.94%
Pictet - Digital 0.59%
Groupama Global Active Equity 0.21%
BNP Paribas Aqua Grand Prix de la Finance 0.15%
Franklin Technology Fund 0.13%
MS INVF Global Opportunity -0.05%
Fidelity Global Technology -0.23%
Sienna Actions Internationales -0.26%
JPMorgan Funds - Global Dividend -0.50%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.66%
EdR Fund Big Data Grand Prix de la Finance -0.80%
Thematics Water -0.87%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.91%
CPR Invest Climate Action -1.25%
ODDO BHF Artificial Intelligence -1.76%
Sanso Smart Climate Grand Prix de la Finance -1.83%
BNP Paribas Funds Disruptive Technology -1.85%
Thematics AI and Robotics -1.93%
Pictet - Water Grand Prix de la Finance -2.03%
Russell Inv. World Equity Fund -2.14%
JPMorgan Funds - US Technology -2.21%
Covéa Ruptures -2.49%
Eurizon Fund Equity Innovation -2.53%
Echiquier World Equity Growth Grand Prix de la Finance -2.72%
Mirova Global Sustainable Equity -3.19%
Groupama Global Disruption -3.35%
Echiquier Global Tech -3.78%
M&G (Lux) Global Dividend Fund -3.79%
Loomis Sayles U.S. Growth Equity -4.04%
JPMorgan Funds - Global Select Equity -4.13%
Comgest Monde Grand Prix de la Finance -4.39%
Candriam Equities L Oncology -4.45%
Ofi Invest Grandes Marques -4.92%
Pictet - Security -5.05%
Franklin U.S. Opportunities Fund -5.45%
Covéa Actions Monde -5.47%
Thematics Meta -5.86%
AXA WF Robotech -6.17%
ODDO BHF Global Equity Stars -6.61%
MS INVF Global Brands -6.79%
JPMorgan Funds - America Equity -6.94%
Athymis Millennial -7.72%
Claresco USA -7.79%
CPR Global Disruptive Opportunities -8.87%
EdR Fund US Value -9.67%
BNP Paribas US Small Cap -10.43%
FTGF Royce US Small Cap Opportunity Fund -11.33%
EdR Fund Healthcare -11.52%
Franklin India Fund -15.50%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Le classement 2015 des meilleurs Conseillers en Gestion de Patrimoine…

 

 

H24Des résultats parfois étonnants...

 

Méthodologie - "Des questionnaires ont été envoyés par centaines " explique le magazine. 

 

 

Incontournable :

 

  • Allure Finance
  • Cyrus Conseil
  • Equance
  • Herez Patrimoine
  • Novalfi

 

 

Excellent :

 

  • Crystal Finance
  • Expert & Finance
  • Financière de l’Oxer
  • Htax Planners
  • Tissier de Mallerais & Associés

 

 

Forte Notoriété :

 

  • Alexandre Finance
  • Arkeon Finance
  • Balthazar Gestion Privée
  • De Lignières Patrimoine
  • Institut du Patrimoine
  • Montsegur Finance
  • Scala Patrimoine

 

 

Expertise Notoire :

 

  • Axios
  • Experts en Patrimoine
  • Groupe Financière du Capital
  • Haussmann Patrimoine
  • Omega Patrimoine
  • Massena Partners
  • Platineos
  • Vernet Conseil
  • Witam

 

 

Pratique Réputée :

 

  • Agence française du Patrimoine
  • Agora Finance
  • Cara Partners & Investors
  • Cofige Patrimoine
  • Family Partners
  • Fiducée Gestion Privée
  • Megara Finance
  • Opti Finance
  • Patrimoine Conseil
  • Segefi
  • Tanguy Finance
  • Valoris Patrimoine

Autres articles

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 47.00%
Axiom European Banks Equity Grand Prix de la Finance 43.94%
Indépendance Europe Small Grand Prix de la Finance 39.29%
Tailor Actions Avenir ISR 29.23%
Quadrige France Smallcaps 24.44%
VALBOA Engagement ISR 24.10%
Tocqueville Value Euro ISR 23.40%
Indépendance France Small & Mid Grand Prix de la Finance 23.19%
Uzès WWW Perf 20.99%
BDL Convictions Grand Prix de la Finance 20.91%
Groupama Opportunities Europe 19.30%
Moneta Multi Caps Grand Prix de la Finance 18.86%
Covéa Perspectives Entreprises 17.88%
DNCA Invest Archer Mid-Cap Europe 16.59%
Richelieu Family 16.33%
Mandarine Premium Europe 16.16%
R-co 4Change Net Zero Equity Euro 14.61%
Europe Income Family 12.51%
Mandarine Europe Microcap 11.89%
Tocqueville Euro Equity ISR 11.57%
Ecofi Smart Transition 11.52%
EdR SICAV Tricolore Convictions 11.18%
Gay-Lussac Microcaps Europe 10.51%
Lazard Small Caps France 9.83%
Sycomore Europe Eco Solutions 9.24%
HMG Découvertes 8.76%
Sycomore Europe Happy @ Work 8.51%
ELEVA Leaders Small & Mid Cap Europe 8.33%
Mandarine Unique 7.44%
Mirova Europe Environmental Equity 6.69%
Fidelity Europe 6.62%
Dorval Drivers Europe 6.09%
ADS Venn Collective Alpha Europe 4.46%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.76%
Norden SRI 1.98%
LFR Euro Développement Durable ISR 1.74%
VEGA France Opportunités ISR 0.52%
Tocqueville Croissance Euro ISR 0.14%
Amplegest Pricing Power Grand Prix de la Finance 0.08%
Eiffel Nova Europe ISR -0.17%
CPR Croissance Dynamique -0.34%
VEGA Europe Convictions ISR -1.21%
DNCA Invest SRI Norden Europe -4.91%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.94%
ADS Venn Collective Alpha US -10.08%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 23.44%
IVO Global High Yield 5.38%
Carmignac Portfolio Credit 5.14%
Axiom Obligataire Grand Prix de la Finance 4.85%
Axiom Emerging Markets Corporate Bonds 4.75%
Income Euro Sélection 4.72%
IVO EM Corporate Debt UCITS 4.26%
Omnibond 4.13%
Tikehau European High Yield 3.85%
Jupiter Dynamic Bond 3.83%
IVO EM Corporate Debt Short Duration SRI 3.82%
Schelcher Global Yield 2028 3.54%
DNCA Invest Credit Conviction 3.38%
La Française Credit Innovation 3.36%
Axiom Short Duration Bond 3.33%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.14%
Ostrum SRI Crossover 3.14%
Ofi Invest High Yield 2029 3.11%
SLF (LUX) Bond High Yield Opportunity 2026 3.11%
R-co Conviction Credit Euro 3.05%
Ofi Invest Alpha Yield 3.01%
Tikehau 2029 2.98%
La Française Rendement Global 2028 2.88%
Alken Fund Income Opportunities 2.81%
Pluvalca Credit Opportunities 2028 2.79%
Tikehau 2027 2.73%
Mandarine Credit Opportunities 2.72%
Tailor Crédit Rendement Cible 2.66%
Auris Euro Rendement 2.61%
FTGF Brandywine Global Income Optimiser Fund 2.54%
Tailor Credit 2028 2.52%
Auris Investment Grade 2.51%
M All Weather Bonds 2.41%
Eiffel Rendement 2028 2.33%
Lazard Credit Opportunities 2.26%
Groupama Alpha Fixed Income Plus 2.03%
Richelieu Euro Credit Unconstrained 2.02%
EdR Fund Bond Allocation 1.57%
Sanso Short Duration 1.12%
Epsilon Euro Bond 0.82%
LO Funds - Short-Term Money Market CHF -0.45%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.48%
AXA IM FIIS US Short Duration High Yield -7.59%
Amundi Cash USD -8.28%