CAC 40 Perf Jour Perf Ytd
8156.23 +1.25% +10.51%
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%
AXA WF Global Optimal Income 14.80%
BDL Rempart Grand Prix de la Finance 14.20%
Claresco Allocation Flexible 14.02%
R-co Valor Grand Prix de la Finance 13.87%
M&G (Lux) Dynamic Allocation Fund 12.46%
ELEVA Global Multi Opportunities 11.82%
Carmignac Patrimoine 11.74%
ELEVA AR - Dynamic 10.19%
R-co Valor Balanced Grand Prix de la Finance 9.29%
First Eagle Amundi International Fund 8.97%
Russell Inv. MAGS 8.96%
GIS Global Multi Asset Income 8.71%
Dorval Convictions 8.60%
Ruffer Total Return International 8.52%
Sienna Diversifié Flexible Monde 8.29%
BNY Mellon Global Real Return Fund (EUR) 8.27%
VEGA Patrimoine ISR 7.96%
Auris Diversified Beta 7.55%
Mandarine Solution 7.35%
Eurose Grand Prix de la Finance 6.94%
Ofi Invest ESG MultiTrack 6.84%
Exane Ceres 6.80%
Elkano Global Fund 6.73%
Dorval Global Allocation 6.25%
DNCA Invest Evolutif 4.89%
Nova Dynamique 4.87%
Tikehau International Cross Assets 4.67%
Sycomore Next Generation 4.65%
VALBOA Exclusif 4.41%
IDE Dynamic World Flexible 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.70%
Trusteam Optimum 3.11%
Monocle Fund 2.74%
Tailor Allocation Defensive Grand Prix de la Finance 2.71%
VEGA Euro Rendement ISR 2.46%
ACATIS Value Event 1.36%
ODDO BHF Polaris Balanced -0.20%
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 27.59%
R-co Thematic Blockchain Global Equity 25.71%
GemEquity 22.60%
Candriam Equities L Robotics & Innovative Technology 22.51%
Echiquier Artificial Intelligence Grand Prix de la Finance 21.68%
Piquemal Houghton Global Equities 21.31%
Aperture European Innovation 20.59%
Digital Stars Europe 17.98%
Carmignac Investissement Grand Prix de la Finance 15.65%
Auris Gravity US Equity Fund 15.33%
Sycomore Sustainable Tech 14.51%
Sienna Actions Bas Carbone 13.23%
BNP Paribas Funds Disruptive Technology 12.81%
Athymis Industrie 4.0 12.58%
HMG Globetrotter 11.70%
Candriam Equities L Oncology 11.50%
Square Megatrends Champions 11.45%
Pictet - Clean Energy Transition Grand Prix de la Finance 10.52%
Fidelity Global Technology 10.00%
Groupama Global Disruption 9.56%
Groupama Global Active Equity 9.09%
ODDO BHF Artificial Intelligence 8.98%
Franklin Technology Fund 8.68%
AXA Aedificandi 8.66%
EdRS Global Resilience 8.64%
JPMorgan Funds - US Technology 8.51%
Pictet - Digital 8.14%
Eurizon Fund Equity Innovation 8.02%
FTGF ClearBridge Infrastructure Value 7.90%
R-co Thematic Real Estate 6.69%
Thematics AI and Robotics 6.58%
EdR Fund Big Data Grand Prix de la Finance 6.40%
Sienna Actions Internationales 5.59%
GIS Sycomore Ageing Population 5.56%
Mandarine Global Transition 4.77%
Russell Inv. World Equity Fund 4.71%
Janus Henderson Horizon Global Sustainable Equity Fund 4.48%
Echiquier World Equity Growth Grand Prix de la Finance 4.48%
Palatine Amérique 4.30%
JPMorgan Funds - Global Dividend 3.81%
Echiquier Global Tech 2.84%
Covéa Ruptures 2.71%
CPR Invest Climate Action 2.56%
DNCA Invest Beyond Semperosa 2.37%
Mirova Global Sustainable Equity 2.36%
Sanso Smart Climate Grand Prix de la Finance 2.34%
Claresco USA 2.05%
Loomis Sayles U.S. Growth Equity 1.16%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.44%
Covéa Actions Monde 0.40%
Thematics Water 0.39%
BNP Paribas Aqua Grand Prix de la Finance 0.10%
CPR Global Disruptive Opportunities -0.61%
MS INVF Global Opportunity -0.62%
Comgest Monde Grand Prix de la Finance -0.91%
AXA WF Robotech -1.34%
Ofi Invest Grandes Marques -1.65%
M&G (Lux) Global Dividend Fund -1.77%
JPMorgan Funds - America Equity -1.90%
Pictet - Water Grand Prix de la Finance -2.12%
BNP Paribas US Small Cap -2.32%
FTGF Royce US Small Cap Opportunity Fund -2.80%
Pictet - Security -3.30%
Franklin U.S. Opportunities Fund -3.58%
ODDO BHF Global Equity Stars -3.76%
Thematics Meta -3.96%
EdR Fund Healthcare -5.03%
Athymis Millennial -5.59%
MS INVF Global Brands -11.89%
Franklin India Fund -12.96%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 12.04%
Jupiter Merian Global Equity Absolute Return 9.75%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.27%
M&G (Lux) Episode Macro Fund 7.03%
Sienna Performance Absolue Défensif 6.63%
Fidelity Absolute Return Global Equity Fund 6.44%
Pictet TR - Atlas 6.40%
Syquant Capital - Helium Selection 6.27%
BNP Paribas Global Absolute Return Bond 5.42%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.99%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.94%
Exane Pleiade 3.94%
Candriam Bonds Credit Alpha 2.19%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.10%
Articles Patrimoine et Fiscalité

Monument historique et location meublée...

 

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

 

Situation de fait :


Votre client est propriétaire d’un monument historique.

 

Dans ce cadre il a imputé sur son revenu global des dépenses de travaux réalisés sur ledit immeuble, conformément à l’article 156 du CGI.

 

Il souhaite, 3 années plus tard, affecter le bien à une location meublée.


Vous vous interrogez si l’affectation à la location meublée de cet immeuble contrevient à la condition de conservation de l’immeuble.

 

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

Publié le vendredi 9 septembre 2016

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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 50.51%
Indépendance Europe Small Grand Prix de la Finance 38.98%
Tailor Actions Avenir ISR 28.41%
JPMorgan Euroland Dynamic 27.01%
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 17.07%
Quadrige France Smallcaps 15.70%
Tocqueville Euro Equity ISR 15.46%
Ecofi Smart Transition 14.78%
DNCA Invest Archer Mid-Cap Europe 14.42%
VALBOA Engagement ISR 14.14%
Tikehau European Sovereignty 13.88%
R-co 4Change Net Zero Equity Euro 13.81%
Sycomore Sélection Responsable 11.44%
Mandarine Premium Europe 11.37%
Sycomore Europe Happy @ Work 10.90%
Covéa Perspectives Entreprises 10.79%
EdR SICAV Tricolore Convictions 10.22%
Mandarine Europe Microcap 9.60%
Lazard Small Caps Euro 8.96%
Europe Income Family 8.76%
Groupama Avenir PME Europe 8.12%
Fidelity Europe 7.53%
Mirova Europe Environmental Equity 7.35%
ADS Venn Collective Alpha Europe 6.54%
Gay-Lussac Microcaps Europe 6.41%
HMG Découvertes 5.01%
ELEVA Leaders Small & Mid Cap Europe 4.72%
Mandarine Unique 4.48%
CPR Croissance Dynamique 4.22%
Tocqueville Croissance Euro ISR 3.70%
Norden SRI 3.64%
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%
DNCA Invest SRI Norden Europe -7.13%
ADS Venn Collective Alpha US -7.38%
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 6.39%
IVO EM Corporate Debt UCITS 6.11%
Carmignac Portfolio Credit 6.06%
Axiom Obligataire Grand Prix de la Finance 6.01%
LO Fallen Angels 5.51%
Jupiter Dynamic Bond 5.44%
Lazard Credit Fi SRI 5.41%
IVO EM Corporate Debt Short Duration SRI 5.27%
FTGF Brandywine Global Income Optimiser Fund 5.12%
Income Euro Sélection 5.06%
EdR SICAV Financial Bonds 4.83%
Lazard Credit Opportunities 4.75%
Omnibond 4.65%
DNCA Invest Credit Conviction 4.47%
Axiom Short Duration Bond 4.47%
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%
Alken Fund Income Opportunities 3.81%
Ostrum SRI Crossover 3.80%
Ofi Invest Alpha Yield 3.63%
Hugau Obli 1-3 3.56%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.50%
Auris Investment Grade 3.46%
Hugau Obli 3-5 3.44%
Tikehau 2029 3.40%
La Française Rendement Global 2028 3.37%
M All Weather Bonds 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 2.89%
EdR Fund Bond Allocation 2.75%
Tailor Credit 2028 2.72%
Eiffel Rendement 2028 2.35%
Mandarine Credit Opportunities 2.11%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.44%
LO Funds - Short-Term Money Market CHF 1.09%
AXA IM FIIS US Short Duration High Yield -5.48%
Amundi Cash USD -7.27%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.74%