CAC 40 Perf Jour Perf Ytd
8178.23 -0.04% +0.36%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Multistrategies 6.56%
Clartan Valeurs Grand Prix de la Finance 6.13%
BNY Mellon Global Real Return Fund (EUR) 4.63%
BDL Rempart Grand Prix de la Finance 3.85%
H2O Moderato Grand Prix de la Finance 3.82%
First Eagle Amundi International Fund 3.75%
Ginjer Actifs 360 Grand Prix de la Finance 3.69%
Nova Dynamique 3.61%
GF Ambition Solidaire 3.60%
Mandarine Solution 3.19%
AXA WF Global Optimal Income 2.69%
GIS Global Multi Asset Income 2.60%
Elkano Global Fund 2.42%
Russell Inv. MAGS 2.31%
Carmignac Patrimoine Grand Prix de la Finance 2.10%
Dorval Convictions 1.96%
M&G (Lux) Dynamic Allocation Fund 1.94%
Varenne Global 1.89%
Eurose Grand Prix de la Finance 1.50%
Varenne Valeur 1.33%
Claresco Allocation Flexible 1.20%
R-co Valor Grand Prix de la Finance 1.08%
Echiquier ARTY SRI Grand Prix de la Finance 1.04%
Sycomore Next Generation 1.00%
R-co Valor Balanced Grand Prix de la Finance 0.95%
Sienna Diversifié Flexible Monde 0.93%
Moneta Long Short 0.93%
ELEVA Global Multi Opportunities 0.88%
Dorval Global Allocation 0.88%
Tikehau International Cross Assets 0.88%
VEGA Euro Rendement ISR Grand Prix de la Finance 0.86%
DNCA Invest Evolutif 0.83%
Trusteam Optimum 0.60%
Tailor Allocation Defensive Grand Prix de la Finance 0.40%
ODDO BHF Polaris Balanced 0.31%
VEGA Patrimoine ISR 0.22%
ACATIS Value Event 0.21%
Mansartis Investissements ISR -0.09%
IDE Dynamic World Flexible -1.21%
Exane Ceres -2.93%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
IAM Space 14.33%
Templeton Emerging Markets Fund 10.64%
CPR Invest Global Gold Mines 9.38%
Aperture European Innovation 8.17%
CM-AM Global Gold 8.12%
GemEquity 8.03%
Pictet - Clean Energy Transition 6.66%
SKAGEN Kon-Tiki 6.58%
Piquemal Houghton Global Equities 5.52%
EdR SICAV Global Resilience 5.18%
H2O Multiequities 5.15%
HMG Globetrotter 4.98%
Thematics Water 4.95%
M&G (Lux) European Strategic Value Fund 4.84%
Sycomore Sustainable Tech 4.79%
Athymis Industrie 4.0 4.66%
BNP Paribas Aqua Grand Prix de la Finance 4.44%
Longchamp Dalton Japan Long Only 4.01%
Candriam Equities L Robotics & Innovative Technology 3.98%
FTGF ClearBridge Infrastructure Value Fund 3.82%
EdR Fund Healthcare 3.69%
M&G (Lux) Global Dividend Fund 3.52%
Candriam Equities L Oncology 3.17%
Fidelity Global Technology 2.86%
Groupama Global Active Equity 2.69%
Sienna Actions Bas Carbone 2.30%
Mandarine Global Transition 2.23%
Groupama Global Disruption 2.10%
EdR Fund Big Data Grand Prix de la Finance 1.99%
FTGF Putnam US Research Fund 1.60%
JPMorgan Funds - Global Dividend 1.51%
Carmignac Investissement Grand Prix de la Finance 1.49%
AXA Aedificandi 1.17%
DNCA Invest Sustain Semperosa 1.07%
BNP Paribas US Small Cap 1.04%
Palatine Amérique 1.02%
Echiquier World Equity Growth 0.97%
Auris Gravity US Equity Fund 0.95%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance 0.91%
GIS Sycomore Ageing Population 0.52%
Sienna Actions Internationales 0.41%
Echiquier Global Tech 0.38%
Franklin Technology Fund -0.06%
Claresco USA -0.08%
Pictet-Robotics -0.09%
BNP Paribas Funds Disruptive Technology -0.10%
Thematics AI and Robotics -0.13%
JPMorgan Funds - America Equity -0.15%
R-co Thematic Real Estate Grand Prix de la Finance -0.19%
Athymis Millennial -0.44%
Thematics Meta -0.49%
Ofi Invest Grandes Marques -0.65%
Square Megatrends Champions -1.07%
Comgest Monde Grand Prix de la Finance -1.37%
Mirova Global Sustainable Equity -1.73%
ODDO BHF Artificial Intelligence -2.23%
Loomis Sayles U.S. Growth Equity -2.30%
Echiquier Artificial Intelligence Grand Prix de la Finance -2.38%
Pictet - Digital -3.97%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 2.89%
ELEVA Absolute Return Dynamic 2.79%
H2O Adagio 1.71%
Alken Fund Absolute Return Europe 1.71%
Pictet TR - Sirius 1.57%
Pictet TR - Atlas 1.43%
JPMorgan Funds - Europe Equity Absolute Alpha 1.42%
CPR Absolute Return Bond 1.05%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.00%
AXA WF Euro Credit Total Return 0.81%
Sienna Performance Absolue Défensif 0.73%
ELEVA Global Bonds Opportunities 0.71%
Jupiter Merian Global Equity Absolute Return 0.70%
Candriam Absolute Return Equity Market Neutral 0.60%
Exane Pleiade Grand Prix de la Finance 0.50%
Cigogne UCITS Credit Opportunities 0.48%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.46%
Candriam Bonds Credit Alpha 0.26%
BNP Paribas Global Absolute Return Bond 0.11%
RAM European Market Neutral Equities 0.09%
Fidelity Absolute Return Global Equity Fund -0.55%
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...

 

Maison Herez a construit un memento fiscal très utile pour les conseillers financiers et leurs clients.

 

Retrouvez les chiffres clés 2024 en cliquant ICI

Publié le jeudi 14 mars 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Chahine Funds - Equity Continental Europe 6.70%
Ginjer Detox European Equity 6.36%
INOCAP France Smallcaps 4.95%
Mandarine Premium Europe 4.85%
JPMorgan Euroland Dynamic 4.16%
CPR Invest - European Strategic Autonomy 4.14%
Pluvalca Initiatives PME 4.11%
Independance Europe Mid 4.07%
BDL Convictions Grand Prix de la Finance 3.95%
Tocqueville Euro Equity ISR 3.84%
Tikehau European Sovereignty 3.83%
IDE Dynamic Euro 3.52%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.52%
Mandarine Europe Microcap 3.35%
Sycomore Europe Happy @ Work 3.03%
Fidelity Europe 2.94%
Indépendance France Small & Mid Grand Prix de la Finance 2.92%
Groupama Opportunities Europe 2.89%
Sycomore Sélection Responsable 2.86%
Alken European Opportunities 2.81%
Moneta Multi Caps Grand Prix de la Finance 2.73%
Lazard Small Caps Euro 2.71%
HMG Découvertes 2.58%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.39%
Tailor Actions Entrepreneurs 2.36%
Gay-Lussac Microcaps Europe 2.30%
Axiom European Banks Equity 2.21%
ODDO BHF Active Small Cap 2.14%
Tocqueville Croissance Euro ISR 1.93%
Mandarine Unique 1.91%
Maxima 1.87%
Uzès WWW Perf 1.65%
LFR Inclusion Responsable ISR 1.60%
R-co 4Change Net Zero Equity Euro 1.57%
Amplegest Pricing Power Grand Prix de la Finance 1.31%
Tocqueville Value Euro ISR 1.01%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 0.95%
Groupama Avenir PME Europe Grand Prix de la Finance 0.59%
VEGA Europe Convictions ISR 0.52%
Europe Income Family 0.21%
Tailor Actions Avenir ISR 0.03%
DNCA Invest SRI Norden Europe -0.38%
Dorval Drivers Europe -0.58%
VEGA France Opportunités ISR -0.85%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -1.92%
Eiffel Nova Europe ISR -3.54%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 5.57%
Templeton Global Total Return Fund 2.61%
Jupiter Dynamic Bond 1.53%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.32%
Axiom Emerging Markets Corporate Bonds 1.28%
IVO EM Corporate Debt Short Duration SRI 1.17%
IVO Global High Yield 1.16%
Lazard Credit Opportunities 1.09%
LO Funds - Short-Term Money Market CHF 0.93%
R-co Conviction Credit Euro Grand Prix de la Finance 0.93%
Axiom Obligataire Grand Prix de la Finance 0.91%
EdR SICAV Financial Bonds 0.90%
Lazard Credit Fi SRI 0.79%
Carmignac Portfolio Credit 0.79%
Ostrum Euro High Income Fund 0.78%
Omnibond 0.78%
Schelcher Global Yield 2028 0.76%
Lazard Euro Short Duration Income Opportunities SRI 0.75%
Hugau Obli 3-5 0.71%
Ofi Invest Alpha Yield 0.67%
Tailor Crédit Rendement Cible 0.65%
DNCA Invest Credit Conviction 0.60%
M International Convertible 2028 0.58%
EdR Fund Bond Allocation 0.58%
LO Fallen Angels 0.57%
Hugau Obli 1-3 0.55%
Ostrum SRI Crossover 0.53%
Tikehau 2031 0.53%
Mandarine Credit Opportunities 0.52%
Tikehau European High Yield 0.50%
M&G (Lux) Emerging Markets Bond Fund 0.50%
Auris Euro Rendement 0.48%
Franklin Euro Short Duration Bond Fund 0.45%
Axiom Short Duration Bond 0.44%
Income Euro Sélection 0.41%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.37%
EdR SICAV Millesima 2030 0.31%
EdR SICAV Short Duration Credit 0.30%
SLF (F) Opportunité High Yield 2028 0.28%
La Française Credit Innovation 0.24%
Eiffel Rendement 2028 0.22%
Amundi Cash USD -0.06%
MacroSphere Global Fund -0.13%