CAC 40 Perf Jour Perf Ytd
8311.74 -0.35% +1.99%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 8.18%
H2O Multistrategies 8.11%
Clartan Valeurs Grand Prix de la Finance 8.08%
Ginjer Actifs 360 Grand Prix de la Finance 5.80%
First Eagle Amundi International Fund 5.55%
H2O Moderato Grand Prix de la Finance 4.63%
Nova Dynamique 4.21%
Mandarine Solution 3.77%
BNY Mellon Global Real Return Fund (EUR) 3.61%
M&G (Lux) Dynamic Allocation Fund 3.55%
Elkano Global Fund 3.07%
Varenne Global 2.95%
Russell Inv. MAGS 2.94%
GIS Global Multi Asset Income 2.91%
Dorval Convictions 2.66%
GF Ambition Solidaire 2.66%
DNCA Invest Evolutif 2.28%
Dorval Global Allocation 2.11%
Eurose Grand Prix de la Finance 2.01%
Varenne Valeur 1.99%
Moneta Long Short 1.83%
Echiquier ARTY SRI Grand Prix de la Finance 1.79%
Claresco Allocation Flexible 1.75%
AXA WF Global Optimal Income 1.73%
Sienna Diversifié Flexible Monde 1.72%
VEGA Euro Rendement ISR Grand Prix de la Finance 1.69%
VEGA Patrimoine ISR 1.36%
Trusteam Optimum 1.02%
Carmignac Patrimoine Grand Prix de la Finance 0.87%
R-co Valor Balanced Grand Prix de la Finance 0.55%
ODDO BHF Polaris Balanced 0.35%
Tailor Allocation Defensive Grand Prix de la Finance 0.32%
ELEVA Global Multi Opportunities 0.18%
Tikehau International Cross Assets 0.17%
R-co Valor Grand Prix de la Finance 0.14%
Mansartis Investissements ISR -0.11%
ACATIS Value Event -2.74%
IDE Dynamic World Flexible -3.04%
Exane Ceres -4.05%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines 13.30%
CM-AM Global Gold 12.46%
Templeton Emerging Markets Fund 12.45%
SKAGEN Kon-Tiki 12.44%
Longchamp Dalton Japan Long Only 11.37%
GemEquity 10.71%
FTGF ClearBridge Infrastructure Value Fund 10.60%
Pictet - Clean Energy Transition 10.43%
BNP Paribas Aqua 9.69%
Aperture European Innovation 9.28%
Thematics Water 7.77%
Piquemal Houghton Global Equities Grand Prix de la Finance 7.52%
IAM Space 7.15%
HMG Globetrotter 6.77%
Athymis Industrie 4.0 6.35%
M&G (Lux) European Strategic Value Fund 6.03%
H2O Multiequities 5.99%
AXA Aedificandi 5.57%
M&G (Lux) Global Dividend Fund 5.55%
Mandarine Global Transition 4.39%
Groupama Global Disruption 3.76%
Groupama Global Active Equity 3.71%
EdR SICAV Global Resilience 3.54%
R-co Thematic Real Estate Grand Prix de la Finance 3.33%
Sycomore Sustainable Tech 3.05%
Sienna Actions Bas Carbone 2.92%
JPMorgan Funds - Global Dividend 2.82%
DNCA Invest Sustain Semperosa 2.56%
BNP Paribas US Small Cap 2.47%
Candriam Equities L Robotics & Innovative Technology 2.22%
GIS Sycomore Ageing Population 1.60%
EdR Fund Healthcare 0.92%
Candriam Equities L Oncology 0.41%
Claresco USA 0.38%
Sienna Actions Internationales 0.30%
Palatine Amérique 0.25%
Echiquier World Equity Growth -0.58%
FTGF Putnam US Research Fund -0.86%
Athymis Millennial -0.91%
Fidelity Global Technology -1.14%
JPMorgan Funds - America Equity -1.70%
Mirova Global Sustainable Equity -2.15%
Thematics Meta -2.36%
Echiquier Global Tech -2.47%
Carmignac Investissement -2.50%
Thematics AI and Robotics -2.86%
Ofi Invest Grandes Marques -3.04%
EdR Fund Big Data Grand Prix de la Finance -3.29%
Pictet-Robotics -3.73%
Franklin Technology Fund -3.74%
Auris Gravity US Equity Fund -3.83%
Comgest Monde Grand Prix de la Finance -4.50%
BNP Paribas Funds Disruptive Technology -5.27%
Square Megatrends Champions -5.33%
ODDO BHF Artificial Intelligence -6.07%
Echiquier Artificial Intelligence Grand Prix de la Finance -6.98%
Loomis Sayles U.S. Growth Equity -7.83%
Pictet - Digital -12.01%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -12.95%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 3.83%
Pictet TR - Sirius 2.88%
ELEVA Absolute Return Dynamic 2.79%
H2O Adagio 2.43%
Pictet TR - Atlas 1.91%
Candriam Absolute Return Equity Market Neutral 1.37%
ELEVA Global Bonds Opportunities 1.29%
AXA WF Euro Credit Total Return 1.24%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.16%
Alken Fund Absolute Return Europe 1.08%
Schelcher Optimal Income 1.07%
Sienna Performance Absolue Défensif 0.96%
MacroSphere Global Fund 0.81%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.81%
Cigogne UCITS Credit Opportunities 0.55%
Candriam Bonds Credit Alpha 0.38%
BNP Paribas Global Absolute Return Bond 0.36%
JPMorgan Funds - Europe Equity Absolute Alpha -0.10%
Fidelity Absolute Return Global Equity Fund -0.55%
Jupiter Merian Global Equity Absolute Return -1.17%
Exane Pleiade Grand Prix de la Finance -1.67%
RAM European Market Neutral Equities -2.08%
Articles Patrimoine et Fiscalité

Prix d’acquisition en cas de cession de valeurs mobilières...

 

 

Situation de fait :

 

Votre cliente âgée de 83 ans est résidente française depuis 2014.

 

Elle souhaite céder un portefeuille de titres dont elle a hérité de son mari décédé en 2006.

 

Afin de calculer la plus-value imposable, vous vous interrogez sur la valeur à  prendre en compte comme prix d’acquisition.

 

Nous supposons que votre cliente détient la pleine propriété des titres.

 

(...)

 

Pour lire la fiche complète rédigée par le Département Ingénierie Patrimoniale de la Banque Privée 1818, cliquez ici

Publié le mardi 26 avril 2016

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
BDL Convictions Grand Prix de la Finance 8.43%
Ginjer Detox European Equity 7.75%
Arc Actions Rendement 5.79%
CPR Invest - European Strategic Autonomy 5.61%
Groupama Opportunities Europe 5.37%
Mandarine Premium Europe 5.23%
Chahine Funds - Equity Continental Europe 5.20%
Sycomore Europe Happy @ Work 4.72%
Echiquier Agenor SRI Mid Cap Europe 4.31%
Sycomore Sélection Responsable 4.25%
Tikehau European Sovereignty 4.16%
Indépendance Europe Mid 4.10%
Pluvalca Initiatives PME 4.09%
Fidelity Europe 3.75%
Tocqueville Euro Equity ISR 3.61%
JPMorgan Euroland Dynamic 3.46%
R-co 4Change Net Zero Equity Euro 2.95%
IDE Dynamic Euro 2.93%
Mandarine Unique 2.44%
Tocqueville Croissance Euro ISR 2.43%
Tailor Actions Entrepreneurs 2.34%
Moneta Multi Caps Grand Prix de la Finance 2.27%
Europe Income Family 2.25%
Amplegest Pricing Power Grand Prix de la Finance 2.00%
VEGA Europe Convictions ISR 1.99%
Tocqueville Value Euro ISR 1.80%
INOCAP France Smallcaps 1.70%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 1.67%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 1.63%
Maxima 1.45%
Alken European Opportunities 1.45%
Mandarine Europe Microcap 1.40%
VEGA France Opportunités ISR 1.38%
Indépendance France Small & Mid Grand Prix de la Finance 1.36%
Gay-Lussac Microcaps Europe 1.08%
LFR Inclusion Responsable ISR 0.87%
VALBOA Engagement 0.65%
HMG Découvertes 0.65%
Axiom European Banks Equity 0.64%
ODDO BHF Active Small Cap -0.05%
Uzès WWW Perf -0.13%
Tailor Actions Avenir ISR -0.32%
Lazard Small Caps Euro -0.71%
Dorval Drivers Europe -1.45%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -1.85%
DNCA Invest SRI Norden Europe -1.94%
Groupama Avenir PME Europe Grand Prix de la Finance -4.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 8.31%
Templeton Global Total Return Fund 3.98%
Jupiter Dynamic Bond 2.12%
LO Funds - Short-Term Money Market CHF 1.93%
Lazard Credit Opportunities 1.76%
CPR Absolute Return Bond 1.53%
M&G (Lux) Emerging Markets Bond Fund 1.50%
IVO EM Corporate Debt Short Duration SRI 1.44%
Axiom Obligataire Grand Prix de la Finance 1.27%
R-co Conviction Credit Euro Grand Prix de la Finance 1.25%
Carmignac Portfolio Credit 1.18%
EdR SICAV Financial Bonds 1.15%
Lazard Credit Fi SRI 1.07%
Omnibond 1.07%
EdR Fund Bond Allocation 1.07%
Lazard Euro Short Duration Income Opportunities SRI 0.99%
DNCA Invest Credit Conviction 0.94%
Hugau Obli 3-5 0.93%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 0.91%
Mandarine Credit Opportunities 0.89%
Tailor Crédit Rendement Cible 0.87%
Ostrum Euro High Income Fund 0.85%
Axiom Emerging Markets Corporate Bonds 0.82%
M International Convertible 2028 0.81%
Ofi Invest Alpha Yield 0.76%
Hugau Obli 1-3 0.74%
Franklin Euro Short Duration Bond Fund 0.72%
IVO Global High Yield 0.70%
Auris Euro Rendement 0.68%
Ostrum SRI Crossover 0.65%
LO Fallen Angels 0.65%
Axiom Short Duration Bond 0.57%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.55%
Tikehau European High Yield 0.55%
Sycoyield 2030 0.54%
Income Euro Sélection 0.53%
Tikehau 2031 0.53%
EdR SICAV Millesima 2030 0.47%
EdR SICAV Short Duration Credit 0.45%
La Française Credit Innovation 0.32%
Eiffel High Yield Low Carbon 0.27%
SLF (F) Opportunité High Yield 2028 0.20%
Eiffel Rendement 2030 0.02%
Amundi Cash USD -0.42%