CAC 40 Perf Jour Perf Ytd
7964.77 -1.36% +7.91%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 22.60%
Moneta Long Short 20.22%
H2O Moderato 20.17%
Ginjer Actifs 360 Grand Prix de la Finance 19.50%
Clartan Valeurs 17.96%
R-co Valor Grand Prix de la Finance 14.93%
BDL Rempart Grand Prix de la Finance 14.68%
Claresco Allocation Flexible 14.38%
AXA WF Global Optimal Income 14.28%
Carmignac Patrimoine 12.87%
M&G (Lux) Dynamic Allocation Fund 12.04%
ELEVA Global Multi Opportunities 11.62%
Dorval Convictions 9.89%
R-co Valor Balanced Grand Prix de la Finance 9.83%
ELEVA AR - Dynamic 9.64%
VEGA Patrimoine ISR 9.13%
Sienna Diversifié Flexible Monde 9.06%
First Eagle Amundi International Fund 8.87%
Ruffer Total Return International 8.67%
Russell Inv. MAGS 8.59%
Ofi Invest ESG MultiTrack 8.41%
GIS Global Multi Asset Income 8.08%
Mandarine Solution 7.88%
Exane Ceres 7.79%
BNY Mellon Global Real Return Fund (EUR) 7.60%
Auris Diversified Beta 7.42%
Elkano Global Fund 7.31%
Eurose Grand Prix de la Finance 7.20%
Dorval Global Allocation 6.48%
Nova Dynamique 6.12%
VALBOA Exclusif 5.47%
DNCA Invest Evolutif 4.69%
Sycomore Next Generation 4.68%
Tikehau International Cross Assets 4.64%
IDE Dynamic World Flexible 4.46%
Echiquier ARTY SRI Grand Prix de la Finance 4.18%
Trusteam Optimum 3.31%
Tailor Allocation Defensive Grand Prix de la Finance 3.19%
Monocle Fund 3.09%
VEGA Euro Rendement ISR 3.05%
ACATIS Value Event 1.77%
ODDO BHF Polaris Balanced 0.43%
Mansartis Investissements ISR -0.88%
Gay-Lussac Europe Flex -3.04%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 75.91%
R-co Thematic Blockchain Global Equity 30.25%
Jupiter Financial Innovation 26.45%
GemEquity 22.83%
Candriam Equities L Robotics & Innovative Technology 22.14%
Echiquier Artificial Intelligence Grand Prix de la Finance 21.22%
Aperture European Innovation 20.96%
Carmignac Investissement Grand Prix de la Finance 18.17%
Piquemal Houghton Global Equities 18.09%
Digital Stars Europe 17.82%
Sienna Actions Bas Carbone 15.12%
Sycomore Sustainable Tech 14.51%
Athymis Industrie 4.0 14.31%
Auris Gravity US Equity Fund 14.28%
BNP Paribas Funds Disruptive Technology 13.45%
HMG Globetrotter 12.69%
Pictet - Clean Energy Transition Grand Prix de la Finance 11.81%
Fidelity Global Technology 11.56%
Square Megatrends Champions 11.41%
JPMorgan Funds - US Technology 10.79%
Groupama Global Disruption 10.64%
Franklin Technology Fund 10.42%
Groupama Global Active Equity 10.41%
ODDO BHF Artificial Intelligence 9.55%
EdRS Global Resilience 9.15%
Candriam Equities L Oncology 8.70%
Thematics AI and Robotics 8.52%
AXA Aedificandi 8.10%
Eurizon Fund Equity Innovation 7.70%
Pictet - Digital 7.50%
FTGF ClearBridge Infrastructure Value 7.46%
Sienna Actions Internationales 7.03%
R-co Thematic Real Estate 6.48%
Echiquier Global Tech 6.16%
Palatine Amérique 5.96%
Janus Henderson Horizon Global Sustainable Equity Fund 5.90%
Mandarine Global Transition 5.80%
GIS Sycomore Ageing Population 5.61%
Echiquier World Equity Growth Grand Prix de la Finance 5.34%
EdR Fund Big Data Grand Prix de la Finance 4.87%
Russell Inv. World Equity Fund 4.50%
Sanso Smart Climate Grand Prix de la Finance 4.16%
CPR Invest Climate Action 4.10%
JPMorgan Funds - Global Dividend 3.47%
DNCA Invest Beyond Semperosa 3.14%
Covéa Ruptures 2.98%
Mirova Global Sustainable Equity 2.47%
Loomis Sayles U.S. Growth Equity 2.20%
Claresco USA 2.01%
MS INVF Global Opportunity 2.00%
Covéa Actions Monde 1.59%
CPR Global Disruptive Opportunities 1.40%
Comgest Monde Grand Prix de la Finance 1.27%
Thematics Water 0.76%
AXA WF Robotech 0.36%
BNP Paribas Aqua Grand Prix de la Finance 0.35%
Ofi Invest Grandes Marques 0.20%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.05%
FTGF Royce US Small Cap Opportunity Fund -0.28%
JPMorgan Funds - America Equity -0.74%
Pictet - Water Grand Prix de la Finance -1.83%
M&G (Lux) Global Dividend Fund -2.19%
BNP Paribas US Small Cap -2.22%
Franklin U.S. Opportunities Fund -2.43%
ODDO BHF Global Equity Stars -2.52%
Athymis Millennial -3.06%
Thematics Meta -3.83%
Pictet - Security -4.27%
EdR Fund Healthcare -4.98%
MS INVF Global Brands -10.95%
Franklin India Fund -12.19%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 11.82%
H2O Adagio 8.34%
Jupiter Merian Global Equity Absolute Return 8.15%
RAM European Market Neutral Equities 7.88%
Sienna Performance Absolue Défensif 6.72%
M&G (Lux) Episode Macro Fund 6.61%
Fidelity Absolute Return Global Equity Fund 6.52%
Pictet TR - Atlas 6.29%
Syquant Capital - Helium Selection 6.28%
BNP Paribas Global Absolute Return Bond 5.55%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.95%
Cigogne UCITS Credit Opportunities 4.36%
Exane Pleiade 3.98%
AXA WF Euro Credit Total Return 3.93%
Candriam Bonds Credit Alpha 2.14%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.02%
Articles Patrimoine et Fiscalité

"Les chiffres clés de votre patrimoine" : le memento fiscal 2024 à conserver...

 

 

Impôt sur le revenu, Impôt sur la fortune immobilière, Imposition des plus-values de cession, Calcul des droits de mutation à titre gratuit, Fiscalité de l'assurance vie et contrat de capitalisation...

 

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 51.20%
Axiom European Banks Equity Grand Prix de la Finance 51.05%
Indépendance Europe Small Grand Prix de la Finance 40.27%
Tailor Actions Avenir ISR 32.08%
JPMorgan Euroland Dynamic 26.42%
Tocqueville Value Euro ISR 25.58%
Uzès WWW Perf 23.89%
Moneta Multi Caps Grand Prix de la Finance 22.37%
Groupama Opportunities Europe 22.35%
IDE Dynamic Euro 21.73%
BDL Convictions Grand Prix de la Finance 19.72%
Quadrige France Smallcaps 18.44%
Tocqueville Euro Equity ISR 17.49%
Indépendance France Small & Mid Grand Prix de la Finance 17.43%
Ecofi Smart Transition 16.87%
Tikehau European Sovereignty 16.09%
R-co 4Change Net Zero Equity Euro 15.96%
VALBOA Engagement ISR 15.28%
DNCA Invest Archer Mid-Cap Europe 14.74%
Sycomore Sélection Responsable 14.04%
Mandarine Premium Europe 13.70%
EdR SICAV Tricolore Convictions 12.20%
Covéa Perspectives Entreprises 12.17%
Sycomore Europe Happy @ Work 12.01%
Lazard Small Caps Euro 11.25%
Europe Income Family 10.29%
Mandarine Europe Microcap 10.02%
Fidelity Europe 9.70%
Groupama Avenir PME Europe 9.59%
Mirova Europe Environmental Equity 8.64%
Gay-Lussac Microcaps Europe 8.16%
ADS Venn Collective Alpha Europe 7.99%
Tocqueville Croissance Euro ISR 6.42%
CPR Croissance Dynamique 5.53%
ELEVA Leaders Small & Mid Cap Europe 5.51%
VEGA France Opportunités ISR 5.48%
HMG Découvertes 5.24%
Mandarine Unique 5.19%
Dorval Drivers Europe 4.98%
LFR Euro Développement Durable ISR 4.88%
Norden SRI 4.30%
VEGA Europe Convictions ISR 4.14%
Amplegest Pricing Power Grand Prix de la Finance 2.37%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.71%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -3.38%
Eiffel Nova Europe ISR -5.16%
ADS Venn Collective Alpha US -5.80%
DNCA Invest SRI Norden Europe -7.24%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.46%
Axiom Emerging Markets Corporate Bonds 6.89%
IVO Global High Yield 6.38%
Carmignac Portfolio Credit 6.14%
IVO EM Corporate Debt UCITS 6.09%
Axiom Obligataire Grand Prix de la Finance 6.05%
Lazard Credit Fi SRI 5.49%
IVO EM Corporate Debt Short Duration SRI 5.27%
LO Fallen Angels 5.18%
Jupiter Dynamic Bond 5.08%
Income Euro Sélection 5.08%
Lazard Credit Opportunities 5.07%
EdR SICAV Financial Bonds 4.99%
FTGF Brandywine Global Income Optimiser Fund 4.78%
Omnibond 4.68%
DNCA Invest Credit Conviction 4.54%
Axiom Short Duration Bond 4.44%
Schelcher Global Yield 2028 4.40%
La Française Credit Innovation 4.15%
Tikehau European High Yield 4.00%
EdR SICAV Short Duration Credit 3.91%
Ofi Invest High Yield 2029 3.88%
R-co Conviction Credit Euro 3.87%
Ostrum SRI Crossover 3.84%
Alken Fund Income Opportunities 3.66%
Hugau Obli 1-3 3.66%
Tikehau 2029 3.64%
Ofi Invest Alpha Yield 3.63%
Hugau Obli 3-5 3.57%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.39%
M All Weather Bonds 3.36%
La Française Rendement Global 2028 3.36%
Auris Investment Grade 3.34%
EdR SICAV Millesima 2030 3.23%
Pluvalca Credit Opportunities 2028 3.17%
Tikehau 2027 3.14%
SLF (F) Opportunité High Yield 2028 3.07%
Tailor Crédit Rendement Cible 3.04%
Auris Euro Rendement 2.99%
EdR Fund Bond Allocation 2.77%
Tailor Credit 2028 2.73%
Eiffel Rendement 2028 2.36%
Mandarine Credit Opportunities 2.11%
Epsilon Euro Bond 1.53%
Sanso Short Duration 1.52%
LO Funds - Short-Term Money Market CHF 0.67%
AXA IM FIIS US Short Duration High Yield -5.18%
Amundi Cash USD -6.39%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.01%