CAC 40 Perf Jour Perf Ytd
7836.79 -0.47% +6.18%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 14.67%
BDL Rempart Grand Prix de la Finance 14.64%
GF Ambition Solidaire 14.35%
Ginjer Actifs 360 Grand Prix de la Finance 11.97%
Moneta Long Short 9.02%
Exane Ceres 8.34%
Dorval Convictions 8.18%
Claresco Allocation Flexible 6.90%
Carmignac Patrimoine 5.65%
VEGA Patrimoine ISR 5.60%
Eurose Grand Prix de la Finance 5.03%
Ruffer Total Return International 4.83%
Auris Diversified Beta 4.09%
ELEVA AR - Dynamic 3.48%
R-co Valor Grand Prix de la Finance 3.31%
Sienna Diversifié Flexible Monde 3.26%
M&G (Lux) Dynamic Allocation Fund 3.24%
Gay-Lussac Europe Flex 2.61%
Echiquier ARTY SRI Grand Prix de la Finance 2.60%
VALBOA Exclusif 2.51%
R-co Valor Balanced Grand Prix de la Finance 2.21%
Dorval Global Allocation 2.13%
ELEVA Global Multi Opportunities 1.56%
Sycomore Next Generation 1.54%
Trusteam Optimum 1.50%
VEGA Euro Rendement ISR 1.37%
AXA WF Global Optimal Income 1.24%
Tikehau International Cross Assets 1.16%
DNCA Invest Evolutif 0.76%
BNY Mellon Global Real Return Fund (EUR) 0.70%
Russell Inv. MAGS 0.69%
Tailor Allocation Defensive Grand Prix de la Finance 0.66%
Ofi Invest ESG MultiTrack 0.64%
ACATIS Value Event 0.43%
Monocle Fund 0.41%
Mandarine Solution 0.21%
Elkano Global Fund 0.18%
First Eagle Amundi International Fund -0.55%
Lazard Patrimoine SRI -1.07%
GIS Global Multi Asset Income -1.10%
ODDO BHF Polaris Balanced -1.30%
IDE Dynamic World Flexible -1.47%
Mansartis Investissements ISR -1.48%
Echiquier Allocation Flexible -2.43%
Nova Dynamique -4.76%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 25.11%
Sienna Actions Bas Carbone 11.02%
Aperture European Innovation 9.60%
Jupiter Financial Innovation 9.01%
Digital Stars Europe 8.96%
Piquemal Houghton Global Equities 8.22%
GIS SRI Ageing Population 4.40%
AXA Aedificandi 3.14%
DNCA Invest Beyond Semperosa 2.55%
FTGF ClearBridge Infrastructure Value 2.41%
R-co Thematic Real Estate 2.40%
Athymis Industrie 4.0 2.32%
MS INVF Global Opportunity 2.29%
Auris Gravity US Equity Fund 1.28%
BNP Paribas Aqua Grand Prix de la Finance 0.88%
Janus Henderson Horizon Global Sustainable Equity Fund 0.61%
HMG Globetrotter 0.47%
Carmignac Investissement Grand Prix de la Finance -0.04%
Candriam Equities L Robotics & Innovative Technology -0.99%
Pictet - Digital -1.14%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.21%
JPMorgan Funds - Global Dividend -1.49%
Mandarine Global Transition -1.50%
Square Megatrends Champions -1.55%
VIA Smart Equity World -1.66%
Thematics Water -1.97%
EdR Fund Big Data Grand Prix de la Finance -2.26%
Fidelity Global Technology -2.33%
Comgest Monde Grand Prix de la Finance -2.54%
Sycomore Sustainable Tech -2.70%
Sienna Actions Internationales -2.81%
CPR Invest Climate Action -2.87%
Echiquier World Equity Growth Grand Prix de la Finance -3.40%
Mirova Global Sustainable Equity -3.44%
Pictet - Security -3.58%
Pictet - Water Grand Prix de la Finance -3.95%
Echiquier Artificial Intelligence Grand Prix de la Finance -3.96%
MS INVF Global Brands -3.99%
Sanso Smart Climate Grand Prix de la Finance -3.99%
R-co Thematic Blockchain Global Equity -4.17%
ODDO BHF Global Equity Stars -4.27%
ODDO BHF Artificial Intelligence -4.58%
Russell Inv. World Equity Fund -4.71%
Thematics Meta -4.75%
M&G (Lux) Global Dividend Fund -4.78%
EdR Fund US Value -5.19%
Groupama Global Active Equity -5.39%
Pictet - Clean Energy Transition Grand Prix de la Finance -5.46%
Covéa Ruptures -5.54%
Covéa Actions Monde -5.75%
JPMorgan Funds - Global Select Equity -5.88%
Eurizon Fund Equity Innovation -6.10%
Ofi Invest ESG Grandes Marques -6.23%
Groupama Global Disruption -6.67%
BNP Paribas Funds Disruptive Technology -6.73%
JPMorgan Funds - US Technology -6.77%
Candriam Equities L Oncology -7.08%
Tocqueville Global Tech ISR -7.30%
Thematics AI and Robotics -7.53%
Franklin Technology Fund -7.69%
Athymis Millennial -8.21%
Loomis Sayles U.S. Growth Equity -8.24%
Franklin U.S. Opportunities Fund -8.24%
JPMorgan Funds - America Equity -8.83%
CPR Global Disruptive Opportunities -8.86%
Franklin India Fund -9.02%
BNP Paribas US Small Cap -10.01%
AXA WF Robotech -10.24%
EdR Fund Healthcare -10.38%
Claresco USA -12.34%
FTGF Royce US Small Cap Opportunity Fund -13.27%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 5.41%
H2O Adagio 5.19%
RAM European Market Neutral Equities 4.78%
BNP Paribas Global Absolute Return Bond 3.77%
M&G (Lux) Episode Macro Fund 3.64%
Sienna Performance Absolue DĂ©fensif 3.36%
Exane Pleiade 2.88%
Fidelity Absolute Return Global Equity Fund 2.79%
Cigogne UCITS Credit Opportunities 2.07%
Syquant Capital - Helium Selection 2.07%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.79%
Candriam Bonds Credit Alpha 1.27%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.25%
AXA WF Euro Credit Total Return 1.19%
Pictet TR - Atlas Titan 0.92%
Pictet TR - Atlas 0.67%
Articles Patrimoine et Fiscalité

🤝 Une nouvelle acquisition pour le groupe HEREZ qui double de taille en seulement...

 

 

Implanté depuis 33 ans à La Roche-sur-Yon, GFI Patrimoine rejoint le groupe Herez.

 

GFI Patrimoine gère 70 m€ d'encours pour le compte de particuliers et d'entreprises.

 

A l'issue de cette opération, son Président Dominique Rougeron devient directeur associé d'Herez.

 

Pour info, le groupe HEREZ c'est...

 

  • 1,6 milliard € d'actifs conseillés et 40 collaborateurs en 2020

  • 🆙 3,2 milliards € d'actifs conseillés et 70 collaborateurs en 2022

Publié le mardi 7 juin 2022

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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 33.34%
Alken Fund Small Cap Europe 29.60%
Indépendance Europe Small Grand Prix de la Finance 22.31%
Tailor Actions Avenir ISR 18.51%
BDL Convictions Grand Prix de la Finance 16.73%
Groupama Opportunities Europe 14.31%
Indépendance France Small & Mid Grand Prix de la Finance 14.23%
Uzès WWW Perf 14.06%
VALBOA Engagement ISR 12.80%
Covéa Perspectives Entreprises 12.29%
Ecofi Smart Transition 11.90%
Richelieu Family 11.70%
Europe Income Family 11.40%
DNCA Invest Archer Mid-Cap Europe 11.31%
R-co 4Change Net Zero Equity Euro 11.24%
Tocqueville Euro Equity ISR 11.05%
Moneta Multi Caps Grand Prix de la Finance 10.93%
Quadrige France Smallcaps 10.84%
EdR SICAV Tricolore Convictions 10.39%
Mandarine Premium Europe 8.84%
Sycomore Europe Happy @ Work 8.75%
Fidelity Europe 8.54%
Mandarine Europe Microcap 8.19%
Dorval Drivers Europe 7.25%
ADS Venn Collective Alpha Europe 6.70%
Sycomore Europe Eco Solutions 6.41%
Mirova Europe Environmental Equity 5.90%
ELEVA Leaders Small & Mid Cap Europe 5.62%
Palatine Europe Sustainable Employment 5.17%
HMG DĂ©couvertes 4.95%
Gay-Lussac Microcaps Europe 4.91%
Norden SRI 4.90%
LFR Euro DĂ©veloppement Durable ISR 4.57%
Mandarine Unique 4.47%
VEGA France Opportunités ISR 3.83%
Tocqueville Croissance Euro ISR 3.25%
Lazard Small Caps France 2.88%
Echiquier Positive Impact Europe 2.33%
Amplegest Pricing Power Grand Prix de la Finance 2.30%
VEGA Europe Convictions ISR 1.78%
Eiffel Nova Europe ISR 0.32%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -0.53%
DNCA Invest SRI Norden Europe -0.94%
CPR Croissance Dynamique -3.36%
ADS Venn Collective Alpha US -8.34%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.27%
Income Euro SĂ©lection 2.71%
IVO Global Opportunities 2.49%
Carmignac Portfolio Credit 2.34%
Axiom Obligataire Grand Prix de la Finance 2.19%
Axiom Short Duration Bond 1.97%
SLF (LUX) Bond High Yield Opportunity 2026 1.89%
Schelcher Global Yield 2028 1.76%
La Française Credit Innovation 1.70%
Ostrum SRI Crossover 1.62%
Mandarine Credit Opportunities 1.61%
Auris Investment Grade 1.59%
IVO EM Corporate Debt Short Duration SRI 1.50%
Tikehau 2027 1.46%
Alken Fund Income Opportunities 1.45%
Tikehau European High Yield 1.43%
Omnibond 1.43%
DNCA Invest Credit Conviction 1.40%
Pluvalca Credit Opportunities 2028 1.38%
Ofi Invest High Yield 2029 1.23%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 1.21%
Ofi Invest Alpha Yield 1.19%
Tikehau 2029 1.18%
La Française Rendement Global 2028 1.16%
FTGF Brandywine Global Income Optimiser Fund 1.01%
Groupama Alpha Fixed Income Plus 1.00%
Auris Euro Rendement 0.99%
Jupiter Dynamic Bond 0.98%
R-co Conviction Credit Euro 0.98%
Tailor Credit 2028 0.81%
Tailor Crédit Rendement Cible 0.76%
Eiffel Rendement 2028 0.69%
Sanso Short Duration 0.43%
IVO EM Corporate Debt UCITS 0.35%
M All Weather Bonds 0.16%
Richelieu Euro Credit Unconstrained 0.09%
Epsilon Euro Bond -0.05%
EdR Fund Bond Allocation -0.26%
LO Funds - Short-Term Money Market CHF -0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional -0.78%
Lazard Credit Opportunities -0.99%
AXA IM FIIS US Short Duration High Yield -5.10%
Amundi Cash USD -6.18%