CAC 40 Perf Jour Perf Ytd
8206.07 +0.39% +11.18%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 23.83%
Moneta Long Short 19.14%
Ginjer Actifs 360 Grand Prix de la Finance 18.93%
H2O Moderato 18.77%
BDL Rempart Grand Prix de la Finance 16.01%
Clartan Valeurs 15.05%
Claresco Allocation Flexible 13.58%
R-co Valor Grand Prix de la Finance 13.58%
AXA WF Global Optimal Income 12.34%
ELEVA Global Multi Opportunities 11.83%
M&G (Lux) Dynamic Allocation Fund 11.01%
Carmignac Patrimoine 10.74%
Dorval Convictions 10.26%
VEGA Patrimoine ISR 9.43%
R-co Valor Balanced Grand Prix de la Finance 9.20%
Ruffer Total Return International 8.60%
Exane Ceres 8.51%
Sienna Diversifié Flexible Monde 8.35%
First Eagle Amundi International Fund 7.91%
ELEVA AR - Dynamic 7.74%
Ofi Invest ESG MultiTrack 7.68%
Mandarine Solution 7.66%
Russell Inv. MAGS 7.64%
Eurose Grand Prix de la Finance 7.40%
BNY Mellon Global Real Return Fund (EUR) 7.37%
GIS Global Multi Asset Income 7.27%
Auris Diversified Beta 7.08%
Elkano Global Fund 6.66%
Dorval Global Allocation 5.94%
Nova Dynamique 4.96%
VALBOA Exclusif 4.84%
Echiquier ARTY SRI Grand Prix de la Finance 4.27%
Sycomore Next Generation 4.26%
DNCA Invest Evolutif 4.17%
Monocle Fund 3.91%
Trusteam Optimum 3.69%
Tikehau International Cross Assets 3.46%
Tailor Allocation Defensive Grand Prix de la Finance 3.32%
VEGA Euro Rendement ISR 3.13%
IDE Dynamic World Flexible 2.76%
ACATIS Value Event 0.49%
ODDO BHF Polaris Balanced -0.34%
Mansartis Investissements ISR -2.23%
Gay-Lussac Europe Flex -2.55%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 108.56%
R-co Thematic Blockchain Global Equity 29.07%
Jupiter Financial Innovation 21.15%
Aperture European Innovation 20.15%
Candriam Equities L Robotics & Innovative Technology 17.93%
GemEquity 16.85%
Digital Stars Europe 16.65%
Tikehau European Sovereignty 16.35%
Piquemal Houghton Global Equities 15.87%
Sienna Actions Bas Carbone 14.98%
Echiquier Artificial Intelligence Grand Prix de la Finance 14.34%
Auris Gravity US Equity Fund 13.98%
Carmignac Investissement Grand Prix de la Finance 12.64%
Sycomore Sustainable Tech 12.26%
Athymis Industrie 4.0 11.63%
AXA Aedificandi 10.67%
Pictet - Clean Energy Transition Grand Prix de la Finance 9.97%
HMG Globetrotter 9.63%
R-co Thematic Real Estate 8.81%
EdRS Global Resilience 8.68%
Fidelity Global Technology 8.47%
FTGF ClearBridge Infrastructure Value 8.27%
Square Megatrends Champions 7.93%
BNP Paribas Funds Disruptive Technology 7.58%
Groupama Global Disruption 7.50%
Groupama Global Active Equity 7.38%
Franklin Technology Fund 7.24%
Pictet - Digital 6.75%
Candriam Equities L Oncology 5.82%
GIS Sycomore Ageing Population 5.37%
JPMorgan Funds - US Technology 5.24%
Thematics AI and Robotics 5.00%
ODDO BHF Artificial Intelligence 4.55%
Mandarine Global Transition 4.43%
Eurizon Fund Equity Innovation 4.35%
Sienna Actions Internationales 4.23%
EdR Fund Big Data Grand Prix de la Finance 3.74%
Janus Henderson Horizon Global Sustainable Equity Fund 2.85%
Echiquier Global Tech 2.75%
DNCA Invest Beyond Semperosa 2.65%
MS INVF Global Opportunity 2.59%
Covéa Ruptures 2.31%
Russell Inv. World Equity Fund 2.19%
JPMorgan Funds - Global Dividend 2.14%
Palatine Amérique 1.97%
BNP Paribas Aqua Grand Prix de la Finance 1.85%
CPR Invest Climate Action 1.47%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 1.31%
Echiquier World Equity Growth Grand Prix de la Finance 1.05%
Sanso Smart Climate Grand Prix de la Finance 1.00%
Thematics Water 0.56%
Mirova Global Sustainable Equity 0.28%
Comgest Monde Grand Prix de la Finance -0.30%
Loomis Sayles U.S. Growth Equity -0.34%
Claresco USA -1.52%
Covéa Actions Monde -1.58%
Pictet - Water Grand Prix de la Finance -1.79%
Ofi Invest Grandes Marques -1.85%
Pictet - Security -1.91%
CPR Global Disruptive Opportunities -3.16%
M&G (Lux) Global Dividend Fund -3.36%
EdR Fund Healthcare -3.52%
FTGF Royce US Small Cap Opportunity Fund -3.58%
AXA WF Robotech -3.77%
BNP Paribas US Small Cap -4.20%
JPMorgan Funds - America Equity -4.28%
Thematics Meta -4.29%
ODDO BHF Global Equity Stars -4.86%
Franklin U.S. Opportunities Fund -4.86%
Athymis Millennial -5.22%
MS INVF Global Brands -9.92%
Franklin India Fund -12.17%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 9.43%
H2O Adagio 7.71%
Sienna Performance Absolue Défensif 7.13%
Jupiter Merian Global Equity Absolute Return 6.92%
RAM European Market Neutral Equities 6.68%
M&G (Lux) Episode Macro Fund 6.62%
BNP Paribas Global Absolute Return Bond 6.04%
Syquant Capital - Helium Selection 5.81%
Fidelity Absolute Return Global Equity Fund 5.17%
Pictet TR - Atlas 5.13%
Exane Pleiade 4.78%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.74%
Cigogne UCITS Credit Opportunities 4.16%
AXA WF Euro Credit Total Return 3.99%
Candriam Bonds Credit Alpha 2.04%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.53%
Articles Un Témoin dans la Salle

Nos 5 coups de cœur de Patrimonia en photos ;)

 

Coup de cœur du stand le + original

NOVAXIA INVESTISSEMENT (bon, comme chaque année 😋)

Coup de cœur du meilleur café

LA FINANCIÈRE DE L'ÉCHIQUIER (et son sens du détail 🍵 !)

Coup de cœur de la communication la + décalée

IRBIS (avec le duo Clément Lemaire / Patriman)

Coup de cœur de la meilleure guest-star

CONSULTIM (qui a invité le double champion olympique et quadruple champion du monde de judo DAVID DOUILLET 🥋)

Coup de cœur de la meilleure organisation

L'ÉQUIPE PATRIMONIA ÉVIDEMMENT (qui vous donne déjà rdv les 24 et 25 Septembre 2025 pour la prochaine édition !)

 

A l'année prochaine 😉

Publié le vendredi 27 septembre 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 51.53%
Axiom European Banks Equity Grand Prix de la Finance 45.63%
Indépendance Europe Small Grand Prix de la Finance 39.19%
Tailor Actions Avenir ISR 30.42%
JPMorgan Euroland Dynamic 24.77%
Tocqueville Value Euro ISR 23.72%
Groupama Opportunities Europe 23.52%
Moneta Multi Caps Grand Prix de la Finance 23.24%
IDE Dynamic Euro 22.51%
Uzès WWW Perf 21.62%
BDL Convictions Grand Prix de la Finance 21.20%
Indépendance France Small & Mid Grand Prix de la Finance 20.36%
Quadrige France Smallcaps 18.83%
R-co 4Change Net Zero Equity Euro 16.69%
Ecofi Smart Transition 16.22%
Tocqueville Euro Equity ISR 16.17%
Sycomore Sélection Responsable 15.63%
VALBOA Engagement ISR 15.62%
EdR SICAV Tricolore Convictions 14.25%
DNCA Invest Archer Mid-Cap Europe 13.82%
Lazard Small Caps Euro 13.40%
Mandarine Premium Europe 13.07%
Europe Income Family 12.84%
Covéa Perspectives Entreprises 12.78%
Sycomore Europe Happy @ Work 11.52%
Mandarine Europe Microcap 11.39%
Groupama Avenir PME Europe 10.27%
Fidelity Europe 10.13%
Mirova Europe Environmental Equity 9.51%
ADS Venn Collective Alpha Europe 8.86%
Gay-Lussac Microcaps Europe 8.16%
Dorval Drivers Europe 6.28%
VEGA France Opportunités ISR 6.01%
Tocqueville Croissance Euro ISR 5.98%
LFR Euro Développement Durable ISR 5.84%
HMG Découvertes 5.39%
ELEVA Leaders Small & Mid Cap Europe 5.18%
Norden SRI 4.97%
Mandarine Unique 4.65%
CPR Croissance Dynamique 3.02%
VEGA Europe Convictions ISR 2.86%
Amplegest Pricing Power Grand Prix de la Finance 2.85%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.88%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.38%
Eiffel Nova Europe ISR -5.26%
DNCA Invest SRI Norden Europe -5.76%
ADS Venn Collective Alpha US -6.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.30%
Axiom Emerging Markets Corporate Bonds 6.33%
Carmignac Portfolio Credit 6.21%
Axiom Obligataire Grand Prix de la Finance 6.12%
IVO Global High Yield 6.12%
IVO EM Corporate Debt UCITS 5.45%
Lazard Credit Fi SRI 5.38%
LO Fallen Angels 5.10%
FTGF Brandywine Global Income Optimiser Fund 5.01%
Jupiter Dynamic Bond 4.99%
EdR SICAV Financial Bonds 4.88%
Income Euro Sélection 4.80%
IVO EM Corporate Debt Short Duration SRI 4.79%
Omnibond 4.50%
DNCA Invest Credit Conviction 4.48%
Axiom Short Duration Bond 4.31%
Schelcher Global Yield 2028 4.20%
La Française Credit Innovation 4.14%
R-co Conviction Credit Euro 4.02%
Lazard Credit Opportunities 3.99%
Alken Fund Income Opportunities 3.85%
EdR SICAV Short Duration Credit 3.75%
Ostrum SRI Crossover 3.73%
Tikehau 2029 3.68%
Ofi Invest Alpha Yield 3.63%
Ofi Invest High Yield 2029 3.56%
Hugau Obli 1-3 3.51%
Tikehau European High Yield 3.47%
Hugau Obli 3-5 3.46%
Tailor Crédit Rendement Cible 3.28%
M All Weather Bonds 3.19%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.07%
Auris Investment Grade 3.00%
La Française Rendement Global 2028 2.95%
EdR SICAV Millesima 2030 2.86%
Auris Euro Rendement 2.86%
Pluvalca Credit Opportunities 2028 2.85%
EdR Fund Bond Allocation 2.84%
Tailor Credit 2028 2.80%
SLF (F) Opportunité High Yield 2028 2.77%
Tikehau 2027 2.76%
Mandarine Credit Opportunities 2.43%
Eiffel Rendement 2028 1.95%
LO Funds - Short-Term Money Market CHF 1.73%
Epsilon Euro Bond 1.69%
Sanso Short Duration 1.39%
AXA IM FIIS US Short Duration High Yield -6.85%
Goldman Sachs Yen Liquid Reserves Fund Institutional -7.17%
Amundi Cash USD -7.95%