CAC 40 Perf Jour Perf Ytd
7546.16 -2.91% +2.24%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.48%
H2O Moderato 15.92%
BDL Rempart Grand Prix de la Finance 15.74%
Moneta Long Short 15.69%
Ginjer Actifs 360 Grand Prix de la Finance 15.41%
Claresco Allocation Flexible 10.44%
Dorval Convictions 8.68%
Carmignac Patrimoine 8.53%
Exane Ceres 8.34%
Clartan Valeurs 8.00%
VEGA Patrimoine ISR 6.71%
AXA WF Global Optimal Income 6.44%
ELEVA Global Multi Opportunities 6.44%
R-co Valor Grand Prix de la Finance 6.37%
Auris Diversified Beta 6.36%
Eurose Grand Prix de la Finance 6.32%
ELEVA AR - Dynamic 6.17%
Sienna Diversifié Flexible Monde 5.87%
M&G (Lux) Dynamic Allocation Fund 5.80%
Ruffer Total Return International 5.50%
R-co Valor Balanced Grand Prix de la Finance 4.73%
Ofi Invest ESG MultiTrack 4.62%
Monocle Fund 4.29%
BNY Mellon Global Real Return Fund (EUR) 3.69%
Dorval Global Allocation 3.60%
Mandarine Solution 3.51%
Sycomore Next Generation 3.27%
Tikehau International Cross Assets 3.10%
Russell Inv. MAGS 3.09%
Elkano Global Fund 3.00%
DNCA Invest Evolutif 2.97%
Echiquier ARTY SRI Grand Prix de la Finance 2.96%
GIS Global Multi Asset Income 2.82%
Tailor Allocation Defensive Grand Prix de la Finance 2.60%
Trusteam Optimum 2.50%
VEGA Euro Rendement ISR 1.58%
Gay-Lussac Europe Flex 1.42%
ACATIS Value Event 0.31%
First Eagle Amundi International Fund 0.27%
IDE Dynamic World Flexible 0.24%
Lazard Patrimoine SRI 0.23%
VALBOA Exclusif 0.10%
ODDO BHF Polaris Balanced -0.67%
Nova Dynamique -2.61%
Mansartis Investissements ISR -2.64%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 34.48%
Jupiter Financial Innovation 21.23%
Digital Stars Europe 16.83%
Aperture European Innovation 14.16%
R-co Thematic Blockchain Global Equity 11.44%
Auris Gravity US Equity Fund 9.87%
Athymis Industrie 4.0 9.85%
AXA Aedificandi 9.75%
Piquemal Houghton Global Equities 9.54%
R-co Thematic Real Estate 9.46%
Sienna Actions Bas Carbone 9.31%
Candriam Equities L Robotics & Innovative Technology 9.00%
Carmignac Investissement Grand Prix de la Finance 7.76%
Echiquier Artificial Intelligence Grand Prix de la Finance 7.55%
Sycomore Sustainable Tech 5.58%
HMG Globetrotter 5.18%
Square Megatrends Champions 4.85%
FTGF ClearBridge Infrastructure Value 4.69%
GIS Sycomore Ageing Population 2.68%
Mandarine Global Transition 2.43%
Franklin Technology Fund 2.06%
VIA Smart Equity World 1.55%
EdR Fund Big Data Grand Prix de la Finance 1.33%
ODDO BHF Artificial Intelligence 1.27%
Thematics AI and Robotics 1.20%
DNCA Invest Beyond Semperosa 1.16%
Janus Henderson Horizon Global Sustainable Equity Fund 0.92%
Groupama Global Active Equity 0.83%
CPR Invest Climate Action 0.28%
BNP Paribas Aqua Grand Prix de la Finance 0.24%
Sienna Actions Internationales 0.22%
BNP Paribas Funds Disruptive Technology 0.01%
Thematics Water -0.21%
Pictet - Digital -0.24%
Echiquier Global Tech -0.27%
Sanso Smart Climate Grand Prix de la Finance -0.34%
Echiquier World Equity Growth Grand Prix de la Finance -0.53%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.81%
JPMorgan Funds - Global Dividend -0.89%
Fidelity Global Technology -1.44%
Eurizon Fund Equity Innovation -1.47%
Russell Inv. World Equity Fund -1.51%
Covéa Ruptures -1.87%
MS INVF Global Opportunity -1.88%
Groupama Global Disruption -2.10%
Mirova Global Sustainable Equity -2.20%
Comgest Monde Grand Prix de la Finance -2.24%
Loomis Sayles U.S. Growth Equity -2.57%
Pictet - Clean Energy Transition Grand Prix de la Finance -3.10%
Thematics Meta -3.13%
Pictet - Water Grand Prix de la Finance -3.65%
Candriam Equities L Oncology -3.68%
Franklin U.S. Opportunities Fund -3.74%
Ofi Invest Grandes Marques -3.83%
ODDO BHF Global Equity Stars -4.11%
AXA WF Robotech -4.29%
M&G (Lux) Global Dividend Fund -4.43%
Covéa Actions Monde -4.50%
JPMorgan Funds - US Technology -4.54%
Pictet - Security -4.93%
JPMorgan Funds - Global Select Equity -5.18%
Claresco USA -5.33%
Athymis Millennial -5.41%
CPR Global Disruptive Opportunities -5.48%
EdR Fund US Value -6.80%
MS INVF Global Brands -6.87%
JPMorgan Funds - America Equity -8.21%
BNP Paribas US Small Cap -8.65%
EdR Fund Healthcare -8.76%
FTGF Royce US Small Cap Opportunity Fund -10.22%
Franklin India Fund -12.19%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 6.86%
RAM European Market Neutral Equities 6.86%
Jupiter Merian Global Equity Absolute Return 6.66%
H2O Adagio 5.80%
BNP Paribas Global Absolute Return Bond 5.29%
Sienna Performance Absolue Défensif 5.16%
Syquant Capital - Helium Selection 4.80%
Pictet TR - Atlas 3.84%
M&G (Lux) Episode Macro Fund 3.49%
Cigogne UCITS Credit Opportunities 3.41%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.39%
Exane Pleiade 3.33%
AXA WF Euro Credit Total Return 3.21%
Fidelity Absolute Return Global Equity Fund 2.29%
Candriam Bonds Credit Alpha 1.84%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.13%
Articles Patrimoine et Fiscalité

Opportunité de la réalisation de travaux en 2018 et prélèvement à  la source...

 

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

 

 

Situation de fait :

 

Votre client s’interroge sur l’opportunité de réaliser des travaux en 2018 sur un bien immobilier qu’il loue, compte tenu de l’entrée en vigueur du prélèvement à la source le 1er janvier 2019.

 

 

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de Natixis Wealth Management / Sélection 1818, cliquez ici.

Publié le vendredi 13 avril 2018

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.19%
Axiom European Banks Equity Grand Prix de la Finance 41.11%
Indépendance Europe Small Grand Prix de la Finance 36.50%
Tailor Actions Avenir ISR 28.37%
VALBOA Engagement ISR 23.91%
Quadrige France Smallcaps 23.67%
Indépendance France Small & Mid Grand Prix de la Finance 22.27%
Tocqueville Value Euro ISR 20.95%
Uzès WWW Perf 20.16%
BDL Convictions Grand Prix de la Finance 19.27%
Groupama Opportunities Europe 18.56%
Moneta Multi Caps Grand Prix de la Finance 18.52%
Covéa Perspectives Entreprises 16.73%
DNCA Invest Archer Mid-Cap Europe 16.41%
Richelieu Family 15.09%
Mandarine Premium Europe 14.26%
R-co 4Change Net Zero Equity Euro 12.97%
Mandarine Europe Microcap 12.34%
Europe Income Family 12.07%
EdR SICAV Tricolore Convictions 11.71%
Ecofi Smart Transition 10.99%
Tocqueville Euro Equity ISR 10.93%
Gay-Lussac Microcaps Europe 9.71%
Lazard Small Caps France 9.65%
HMG Découvertes 8.81%
Sycomore Europe Happy @ Work 8.48%
Sycomore Europe Eco Solutions 8.20%
ELEVA Leaders Small & Mid Cap Europe 8.03%
Fidelity Europe 6.89%
Mandarine Unique 6.59%
Mirova Europe Environmental Equity 6.32%
Dorval Drivers Europe 6.03%
ADS Venn Collective Alpha Europe 5.93%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.84%
LFR Euro Développement Durable ISR 2.31%
Amplegest Pricing Power Grand Prix de la Finance 1.39%
Norden SRI 1.23%
Tocqueville Croissance Euro ISR 0.89%
VEGA France Opportunités ISR 0.83%
Eiffel Nova Europe ISR -0.02%
CPR Croissance Dynamique -0.10%
VEGA Europe Convictions ISR -1.43%
DNCA Invest SRI Norden Europe -2.25%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.17%
ADS Venn Collective Alpha US -7.83%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 17.75%
IVO Global High Yield 4.98%
Carmignac Portfolio Credit 4.98%
Axiom Obligataire Grand Prix de la Finance 4.70%
Income Euro Sélection 4.63%
Axiom Emerging Markets Corporate Bonds 4.49%
Omnibond 4.02%
IVO EM Corporate Debt UCITS 3.83%
Tikehau European High Yield 3.79%
IVO EM Corporate Debt Short Duration SRI 3.64%
Schelcher Global Yield 2028 3.28%
Axiom Short Duration Bond 3.28%
DNCA Invest Credit Conviction 3.25%
La Française Credit Innovation 3.14%
Ostrum SRI Crossover 3.08%
Ofi Invest High Yield 2029 3.07%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.06%
SLF (LUX) Bond High Yield Opportunity 2026 3.04%
Ofi Invest Alpha Yield 2.98%
R-co Conviction Credit Euro 2.96%
Tikehau 2029 2.92%
Jupiter Dynamic Bond 2.85%
Mandarine Credit Opportunities 2.81%
La Française Rendement Global 2028 2.79%
Tikehau 2027 2.70%
Pluvalca Credit Opportunities 2028 2.65%
Alken Fund Income Opportunities 2.58%
Auris Euro Rendement 2.55%
Auris Investment Grade 2.55%
Tailor Crédit Rendement Cible 2.49%
Tailor Credit 2028 2.46%
Eiffel Rendement 2028 2.19%
FTGF Brandywine Global Income Optimiser Fund 2.12%
Groupama Alpha Fixed Income Plus 1.97%
M All Weather Bonds 1.91%
Richelieu Euro Credit Unconstrained 1.90%
Lazard Credit Opportunities 1.62%
EdR Fund Bond Allocation 1.29%
Sanso Short Duration 1.05%
Epsilon Euro Bond 0.70%
LO Funds - Short-Term Money Market CHF 0.67%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.83%
AXA IM FIIS US Short Duration High Yield -6.09%
Amundi Cash USD -8.06%