CAC 40 Perf Jour Perf Ytd
8327.88 +0.06% +2.19%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Clartan Valeurs Grand Prix de la Finance 7.91%
BDL Rempart Grand Prix de la Finance 6.77%
H2O Multistrategies 6.48%
Ginjer Actifs 360 Grand Prix de la Finance 6.04%
First Eagle Amundi International Fund 5.29%
Nova Dynamique 4.24%
BNY Mellon Global Real Return Fund (EUR) 4.18%
GF Ambition Solidaire 3.95%
H2O Moderato Grand Prix de la Finance 3.75%
GIS Global Multi Asset Income 3.54%
M&G (Lux) Dynamic Allocation Fund 3.40%
AXA WF Global Optimal Income 3.35%
Varenne Global 3.30%
Dorval Convictions 3.29%
Mandarine Solution 3.11%
Elkano Global Fund 2.97%
DNCA Invest Evolutif 2.70%
Russell Inv. MAGS 2.48%
Varenne Valeur 2.23%
Moneta Long Short 2.12%
Eurose Grand Prix de la Finance 2.08%
Dorval Global Allocation 1.99%
Claresco Allocation Flexible 1.88%
Echiquier ARTY SRI Grand Prix de la Finance 1.70%
VEGA Euro Rendement ISR Grand Prix de la Finance 1.65%
Sienna Diversifié Flexible Monde 1.63%
R-co Valor Grand Prix de la Finance 1.35%
Carmignac Patrimoine Grand Prix de la Finance 1.32%
VEGA Patrimoine ISR 1.23%
R-co Valor Balanced Grand Prix de la Finance 1.10%
ELEVA Global Multi Opportunities 0.99%
Trusteam Optimum 0.98%
Tikehau International Cross Assets 0.90%
ODDO BHF Polaris Balanced 0.78%
Tailor Allocation Defensive Grand Prix de la Finance 0.61%
Mansartis Investissements ISR -0.01%
ACATIS Value Event -1.64%
IDE Dynamic World Flexible -1.67%
Exane Ceres -2.96%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines 17.47%
CM-AM Global Gold 16.94%
IAM Space 14.08%
Templeton Emerging Markets Fund 11.49%
Pictet - Clean Energy Transition 9.37%
SKAGEN Kon-Tiki 8.89%
Aperture European Innovation 8.89%
GemEquity 8.48%
Piquemal Houghton Global Equities Grand Prix de la Finance 8.28%
BNP Paribas Aqua 8.14%
Longchamp Dalton Japan Long Only 7.74%
M&G (Lux) European Strategic Value Fund 6.99%
FTGF ClearBridge Infrastructure Value Fund 6.95%
Athymis Industrie 4.0 6.52%
Thematics Water 6.01%
M&G (Lux) Global Dividend Fund 5.79%
HMG Globetrotter 5.54%
EdR SICAV Global Resilience 5.38%
H2O Multiequities 5.27%
Mandarine Global Transition 4.30%
Sienna Actions Bas Carbone 4.11%
Groupama Global Active Equity 4.09%
BNP Paribas US Small Cap 3.85%
AXA Aedificandi 3.68%
Sycomore Sustainable Tech 3.61%
Groupama Global Disruption 3.52%
JPMorgan Funds - Global Dividend 3.18%
DNCA Invest Sustain Semperosa 3.01%
Candriam Equities L Robotics & Innovative Technology 2.59%
R-co Thematic Real Estate Grand Prix de la Finance 2.48%
EdR Fund Healthcare 2.24%
Candriam Equities L Oncology 2.01%
Palatine Amérique 2.00%
GIS Sycomore Ageing Population 1.94%
Sienna Actions Internationales 1.76%
Claresco USA 1.66%
Fidelity Global Technology 1.14%
FTGF Putnam US Research Fund 0.73%
JPMorgan Funds - America Equity -0.06%
Athymis Millennial -0.17%
Echiquier World Equity Growth -0.24%
EdR Fund Big Data Grand Prix de la Finance -0.99%
Carmignac Investissement -1.04%
Auris Gravity US Equity Fund -1.10%
Ofi Invest Grandes Marques -1.31%
Echiquier Global Tech -1.70%
Mirova Global Sustainable Equity -1.72%
Thematics AI and Robotics -2.32%
Franklin Technology Fund -2.41%
Pictet-Robotics -2.80%
Thematics Meta -2.82%
BNP Paribas Funds Disruptive Technology -2.94%
Comgest Monde Grand Prix de la Finance -3.49%
Square Megatrends Champions -4.01%
ODDO BHF Artificial Intelligence -4.28%
Loomis Sayles U.S. Growth Equity -5.94%
Echiquier Artificial Intelligence Grand Prix de la Finance -6.43%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -6.76%
Pictet - Digital -9.19%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 3.88%
ELEVA Absolute Return Dynamic 3.18%
Pictet TR - Sirius 2.53%
H2O Adagio 1.95%
Pictet TR - Atlas 1.92%
Alken Fund Absolute Return Europe 1.42%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.29%
ELEVA Global Bonds Opportunities 1.24%
AXA WF Euro Credit Total Return 1.06%
Candriam Absolute Return Equity Market Neutral 1.04%
Schelcher Optimal Income 0.96%
Sienna Performance Absolue DĂ©fensif 0.58%
Cigogne UCITS Credit Opportunities 0.55%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.54%
Candriam Bonds Credit Alpha 0.31%
JPMorgan Funds - Europe Equity Absolute Alpha 0.13%
BNP Paribas Global Absolute Return Bond -0.11%
Jupiter Merian Global Equity Absolute Return -0.16%
RAM European Market Neutral Equities -0.54%
Fidelity Absolute Return Global Equity Fund -0.62%
Exane Pleiade Grand Prix de la Finance -1.13%
MacroSphere Global Fund -1.23%
Articles Patrimoine et Fiscalité

🤝 Le groupe HEREZ dirigé par Patrick Ganansia rachète un nouveau cabinet…

 

P4M Development rejoint les équipes d'Herez à Lyon.

 

 

Ce Cabinet de Gestion de Patrimoine gère 50 M€ d’encours pour le compte de particuliers et d’entreprises.

 

A l'issue de ce rapprochement, Stéphane Pourcher et Christopher Fournier, conseillers en investissements financiers associés deviennent actionnaires d'Herez.

 

Stéphane Pourcher dirigera les équipes d'Herez Lyon aux côtés de Jean-Christophe Paccard.

 

A PROPOS D'HEREZ

 

  • Création en 1995

  • + de 3,2 Md € d’actifs conseillés

  • Actionnariat composé de ses fondateurs, ses collaborateurs et de Florac (family office de la famille Meyer Louis-Dreyfus)

Publié le mardi 10 mai 2022

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Ginjer Detox European Equity 8.39%
Chahine Funds - Equity Continental Europe 7.65%
BDL Convictions Grand Prix de la Finance 7.56%
Mandarine Premium Europe 6.34%
Groupama Opportunities Europe 6.29%
CPR Invest - European Strategic Autonomy 6.14%
Indépendance Europe Mid 6.00%
Sycomore Europe Happy @ Work 5.44%
Tikehau European Sovereignty 5.07%
Pluvalca Initiatives PME 5.04%
Echiquier Agenor SRI Mid Cap Europe 4.98%
Sycomore SĂ©lection Responsable 4.84%
JPMorgan Euroland Dynamic 4.80%
Tocqueville Euro Equity ISR 4.63%
Fidelity Europe 4.27%
R-co 4Change Net Zero Equity Euro 4.00%
IDE Dynamic Euro 3.98%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.87%
Mandarine Unique 3.73%
Moneta Multi Caps Grand Prix de la Finance 3.69%
Tailor Actions Entrepreneurs 3.52%
INOCAP France Smallcaps 3.44%
Indépendance France Small & Mid Grand Prix de la Finance 3.40%
Mandarine Europe Microcap 3.35%
Tocqueville Croissance Euro ISR 3.33%
Alken European Opportunities 3.31%
Tocqueville Value Euro ISR 3.19%
Europe Income Family 3.02%
VALBOA Engagement 2.93%
Maxima 2.89%
VEGA Europe Convictions ISR 2.62%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 2.43%
ODDO BHF Active Small Cap 2.41%
Gay-Lussac Microcaps Europe 2.26%
LFR Inclusion Responsable ISR 2.16%
Axiom European Banks Equity 2.11%
HMG DĂ©couvertes 1.85%
Amplegest Pricing Power Grand Prix de la Finance 1.85%
Uzès WWW Perf 1.79%
Lazard Small Caps Euro 1.54%
VEGA France Opportunités ISR 1.44%
Tailor Actions Avenir ISR 1.21%
Dorval Drivers Europe -0.27%
DNCA Invest SRI Norden Europe -0.45%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -0.85%
Groupama Avenir PME Europe Grand Prix de la Finance -1.78%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 6.60%
Templeton Global Total Return Fund 2.57%
LO Funds - Short-Term Money Market CHF 2.04%
Jupiter Dynamic Bond 1.87%
CPR Absolute Return Bond 1.44%
Lazard Credit Opportunities 1.37%
IVO EM Corporate Debt Short Duration SRI 1.33%
Axiom Obligataire Grand Prix de la Finance 1.04%
Omnibond 1.04%
R-co Conviction Credit Euro Grand Prix de la Finance 1.03%
EdR SICAV Financial Bonds 1.02%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 0.99%
Axiom Emerging Markets Corporate Bonds 0.99%
Carmignac Portfolio Credit 0.97%
Lazard Credit Fi SRI 0.93%
IVO Global High Yield 0.90%
Lazard Euro Short Duration Income Opportunities SRI 0.90%
M&G (Lux) Emerging Markets Bond Fund 0.90%
Ostrum Euro High Income Fund 0.85%
Hugau Obli 3-5 0.80%
EdR Fund Bond Allocation 0.79%
Mandarine Credit Opportunities 0.73%
Tailor Crédit Rendement Cible 0.70%
LO Fallen Angels 0.68%
DNCA Invest Credit Conviction 0.66%
Ofi Invest Alpha Yield 0.64%
Hugau Obli 1-3 0.63%
M International Convertible 2028 0.62%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.59%
Ostrum SRI Crossover 0.59%
Tikehau European High Yield 0.59%
Auris Euro Rendement 0.58%
Tikehau 2031 0.56%
Franklin Euro Short Duration Bond Fund 0.54%
EdR SICAV Millesima 2030 0.51%
Sycoyield 2030 0.48%
Income Euro SĂ©lection 0.47%
Axiom Short Duration Bond 0.46%
EdR SICAV Short Duration Credit 0.40%
SLF (F) Opportunité High Yield 2028 0.37%
Eiffel High Yield Low Carbon 0.34%
La Française Credit Innovation 0.26%
Eiffel Rendement 2030 0.20%
Amundi Cash USD -1.00%