CAC 40 Perf Jour Perf Ytd
7953.77 -0.18% +7.76%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.34%
GF Ambition Solidaire 19.87%
Moneta Long Short 19.72%
Ginjer Actifs 360 Grand Prix de la Finance 19.62%
Clartan Valeurs 15.64%
R-co Valor Grand Prix de la Finance 13.85%
BDL Rempart Grand Prix de la Finance 13.37%
Claresco Allocation Flexible 12.04%
M&G (Lux) Dynamic Allocation Fund 11.20%
AXA WF Global Optimal Income 11.07%
Carmignac Patrimoine 10.83%
ELEVA Global Multi Opportunities 9.21%
R-co Valor Balanced Grand Prix de la Finance 9.20%
Ruffer Total Return International 8.14%
Dorval Convictions 8.04%
ELEVA AR - Dynamic 7.91%
Sienna Diversifié Flexible Monde 7.78%
First Eagle Amundi International Fund 7.66%
VEGA Patrimoine ISR 7.54%
Mandarine Solution 7.40%
Auris Diversified Beta 7.25%
Ofi Invest ESG MultiTrack 7.24%
Russell Inv. MAGS 7.13%
GIS Global Multi Asset Income 6.85%
BNY Mellon Global Real Return Fund (EUR) 6.80%
Eurose Grand Prix de la Finance 6.78%
Elkano Global Fund 6.11%
Exane Ceres 5.92%
Dorval Global Allocation 5.50%
Nova Dynamique 4.15%
Sycomore Next Generation 3.68%
Echiquier ARTY SRI Grand Prix de la Finance 3.36%
VALBOA Exclusif 3.19%
Tikehau International Cross Assets 3.01%
Trusteam Optimum 2.96%
DNCA Invest Evolutif 2.60%
Tailor Allocation Defensive Grand Prix de la Finance 2.47%
VEGA Euro Rendement ISR 1.96%
IDE Dynamic World Flexible 1.74%
Monocle Fund 1.16%
ACATIS Value Event -0.10%
ODDO BHF Polaris Balanced -1.91%
Mansartis Investissements ISR -4.03%
Gay-Lussac Europe Flex -5.27%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 92.56%
Jupiter Financial Innovation 20.90%
Piquemal Houghton Global Equities 20.24%
GemEquity 18.42%
Aperture European Innovation 17.61%
Candriam Equities L Oncology 17.13%
Digital Stars Europe 15.48%
Candriam Equities L Robotics & Innovative Technology 14.41%
Echiquier Artificial Intelligence Grand Prix de la Finance 14.11%
R-co Thematic Blockchain Global Equity 13.27%
Carmignac Investissement Grand Prix de la Finance 12.89%
Sienna Actions Bas Carbone 12.26%
HMG Globetrotter 12.03%
Auris Gravity US Equity Fund 11.22%
Groupama Global Disruption 9.31%
Athymis Industrie 4.0 8.86%
AXA Aedificandi 8.26%
Sycomore Sustainable Tech 7.86%
FTGF ClearBridge Infrastructure Value 7.59%
Groupama Global Active Equity 7.49%
Pictet - Clean Energy Transition Grand Prix de la Finance 7.27%
Square Megatrends Champions 7.26%
EdRS Global Resilience 6.70%
R-co Thematic Real Estate 6.28%
Fidelity Global Technology 5.80%
BNP Paribas Funds Disruptive Technology 5.37%
Sienna Actions Internationales 4.28%
Pictet - Digital 3.92%
GIS Sycomore Ageing Population 3.78%
Eurizon Fund Equity Innovation 3.71%
EdR Fund Big Data Grand Prix de la Finance 3.64%
Franklin Technology Fund 3.42%
ODDO BHF Artificial Intelligence 3.15%
JPMorgan Funds - US Technology 2.93%
Echiquier World Equity Growth Grand Prix de la Finance 2.34%
JPMorgan Funds - Global Dividend 2.14%
Janus Henderson Horizon Global Sustainable Equity Fund 2.09%
Thematics AI and Robotics 2.06%
Russell Inv. World Equity Fund 1.85%
Mandarine Global Transition 1.40%
Palatine Amérique 0.79%
CPR Invest Climate Action 0.76%
Covéa Ruptures 0.72%
Sanso Smart Climate Grand Prix de la Finance 0.49%
DNCA Invest Beyond Semperosa 0.42%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.61%
Echiquier Global Tech -0.81%
Mirova Global Sustainable Equity -0.93%
Claresco USA -1.31%
Covéa Actions Monde -1.90%
Comgest Monde Grand Prix de la Finance -2.24%
EdR Fund Healthcare -2.38%
Thematics Water -2.42%
Loomis Sayles U.S. Growth Equity -2.47%
BNP Paribas Aqua Grand Prix de la Finance -2.63%
Ofi Invest Grandes Marques -2.83%
M&G (Lux) Global Dividend Fund -2.95%
MS INVF Global Opportunity -3.20%
JPMorgan Funds - America Equity -3.42%
Pictet - Water Grand Prix de la Finance -4.53%
CPR Global Disruptive Opportunities -4.70%
BNP Paribas US Small Cap -4.89%
AXA WF Robotech -5.97%
Thematics Meta -6.87%
ODDO BHF Global Equity Stars -6.96%
Athymis Millennial -7.29%
Franklin U.S. Opportunities Fund -7.52%
Pictet - Security -7.77%
FTGF Royce US Small Cap Opportunity Fund -8.60%
MS INVF Global Brands -13.12%
Franklin India Fund -13.14%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 10.50%
Pictet TR - Atlas Titan 10.23%
H2O Adagio 8.06%
RAM European Market Neutral Equities 7.97%
Fidelity Absolute Return Global Equity Fund 7.20%
Syquant Capital - Helium Selection 6.45%
Sienna Performance Absolue Défensif 6.41%
M&G (Lux) Episode Macro Fund 6.41%
Pictet TR - Atlas 5.56%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.83%
Exane Pleiade 4.64%
BNP Paribas Global Absolute Return Bond 4.51%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.52%
Candriam Bonds Credit Alpha 2.28%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.44%
Articles Marché

Pour se repérer à  Patrimonia…

  • Pierre Andriveau, ex-Franklin Templeton chez Carmignac Gestion
  • Sébastien de Frouville, ex-Keren chez Comgest
  • Loic Villebrun, ex-Tocqueville chez Franklin Templeton
  • Thomas d’Hauteville, ex-DNCA chez M&G
  • Amaury Bertaud, ex-Adequity chez Nextstage
  • José-Bernard Djen, ex-HSBC Assurances chez UFF
  • Daniel Fighiera, ex-Rothschild chez Tocqueville
  • Bruno Vanier, ex-EDRAM chez Gemway Capital
  • Michel Audeban, ex-Fidelity chez Gemway Capital
  • Emmanuella Pilleux, ex-CGPI Associés chez AEW-NAMI
  • Benjamin Biard, ex-Tocqueville chez Amiral Gestion
  • Anne-France Gauthier chez Tocqueville
  • Nicolas de Barrau, sur le stand de Patrimoine Consultant… pour passer le relais.
  • Caroline Carrière, ex-Perl chez Patrimoine Consultant

 

Pour retrouver les décideurs en photo, cliquez-ici :

http://files.h24finance.com/pdf/Patrimoniadécideurs.pdf

 

Publié le jeudi 27 septembre 2012

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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 50.32%
Alken Fund Small Cap Europe 47.93%
Indépendance Europe Small Grand Prix de la Finance 36.81%
Tailor Actions Avenir ISR 26.97%
Tocqueville Value Euro ISR 25.03%
JPMorgan Euroland Dynamic 24.87%
Groupama Opportunities Europe 21.39%
Uzès WWW Perf 21.23%
Moneta Multi Caps Grand Prix de la Finance 20.58%
IDE Dynamic Euro 19.05%
BDL Convictions Grand Prix de la Finance 17.28%
Quadrige France Smallcaps 16.84%
Indépendance France Small & Mid Grand Prix de la Finance 15.65%
Tocqueville Euro Equity ISR 14.18%
Ecofi Smart Transition 13.47%
VALBOA Engagement ISR 13.16%
R-co 4Change Net Zero Equity Euro 12.70%
Tikehau European Sovereignty 12.31%
DNCA Invest Archer Mid-Cap Europe 11.53%
Covéa Perspectives Entreprises 10.72%
Mandarine Premium Europe 10.56%
Sycomore Sélection Responsable 10.52%
EdR SICAV Tricolore Convictions 10.08%
Lazard Small Caps Euro 8.89%
Sycomore Europe Happy @ Work 8.68%
Europe Income Family 7.85%
Mandarine Europe Microcap 7.23%
Fidelity Europe 6.51%
Gay-Lussac Microcaps Europe 6.27%
HMG Découvertes 6.06%
Groupama Avenir PME Europe 6.03%
ADS Venn Collective Alpha Europe 5.53%
Mirova Europe Environmental Equity 4.99%
Norden SRI 2.82%
CPR Croissance Dynamique 2.66%
VEGA France Opportunités ISR 2.54%
Tocqueville Croissance Euro ISR 2.50%
ELEVA Leaders Small & Mid Cap Europe 2.44%
Mandarine Unique 2.27%
Dorval Drivers Europe 1.65%
LFR Euro Développement Durable ISR 0.55%
VEGA Europe Convictions ISR 0.48%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance -1.03%
Amplegest Pricing Power Grand Prix de la Finance -1.06%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.32%
Eiffel Nova Europe ISR -7.32%
DNCA Invest SRI Norden Europe -9.74%
ADS Venn Collective Alpha US -9.98%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.06%
Axiom Emerging Markets Corporate Bonds 7.03%
IVO Global High Yield 6.39%
IVO EM Corporate Debt UCITS 6.11%
Carmignac Portfolio Credit 6.03%
Axiom Obligataire Grand Prix de la Finance 5.82%
LO Fallen Angels 5.32%
IVO EM Corporate Debt Short Duration SRI 5.28%
Lazard Credit Fi SRI 5.16%
FTGF Brandywine Global Income Optimiser Fund 5.05%
Income Euro Sélection 4.95%
Omnibond 4.85%
Jupiter Dynamic Bond 4.72%
Lazard Credit Opportunities 4.63%
EdR SICAV Financial Bonds 4.55%
Schelcher Global Yield 2028 4.46%
Axiom Short Duration Bond 4.42%
DNCA Invest Credit Conviction 4.14%
La Française Credit Innovation 4.01%
EdR SICAV Short Duration Credit 3.78%
Tikehau European High Yield 3.73%
Ostrum SRI Crossover 3.70%
Ofi Invest High Yield 2029 3.69%
R-co Conviction Credit Euro 3.61%
Hugau Obli 1-3 3.45%
Ofi Invest Alpha Yield 3.37%
Hugau Obli 3-5 3.27%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.26%
Alken Fund Income Opportunities 3.22%
Tikehau 2029 3.22%
La Française Rendement Global 2028 3.17%
Tikehau 2027 3.16%
Auris Investment Grade 3.15%
Pluvalca Credit Opportunities 2028 3.11%
EdR SICAV Millesima 2030 2.83%
M All Weather Bonds 2.79%
Tailor Crédit Rendement Cible 2.77%
Auris Euro Rendement 2.72%
Tailor Credit 2028 2.61%
SLF (F) Opportunité High Yield 2028 2.56%
EdR Fund Bond Allocation 2.50%
Eiffel Rendement 2028 2.24%
Mandarine Credit Opportunities 1.96%
Sanso Short Duration 1.44%
Epsilon Euro Bond 1.11%
LO Funds - Short-Term Money Market CHF 0.90%
AXA IM FIIS US Short Duration High Yield -5.70%
Amundi Cash USD -6.80%
Goldman Sachs Yen Liquid Reserves Fund Institutional -9.84%