CAC 40 Perf Jour Perf Ytd
8243.56 +1.07% +11.7%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.19%
GF Ambition Solidaire 20.85%
Ginjer Actifs 360 Grand Prix de la Finance 19.80%
Moneta Long Short 19.53%
Clartan Valeurs 18.56%
AXA WF Global Optimal Income 14.80%
BDL Rempart Grand Prix de la Finance 14.20%
Claresco Allocation Flexible 14.02%
R-co Valor Grand Prix de la Finance 13.87%
M&G (Lux) Dynamic Allocation Fund 12.46%
ELEVA Global Multi Opportunities 11.82%
Carmignac Patrimoine 11.74%
ELEVA AR - Dynamic 10.19%
First Eagle Amundi International Fund 9.30%
R-co Valor Balanced Grand Prix de la Finance 9.29%
Russell Inv. MAGS 8.96%
GIS Global Multi Asset Income 8.71%
Dorval Convictions 8.60%
Ruffer Total Return International 8.52%
Sienna Diversifié Flexible Monde 8.29%
BNY Mellon Global Real Return Fund (EUR) 8.27%
VEGA Patrimoine ISR 7.96%
Auris Diversified Beta 7.55%
Mandarine Solution 7.35%
Eurose Grand Prix de la Finance 6.94%
Ofi Invest ESG MultiTrack 6.84%
Exane Ceres 6.80%
Elkano Global Fund 6.73%
Dorval Global Allocation 6.25%
DNCA Invest Evolutif 4.89%
Nova Dynamique 4.87%
Tikehau International Cross Assets 4.67%
Sycomore Next Generation 4.65%
VALBOA Exclusif 4.41%
IDE Dynamic World Flexible 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.70%
Trusteam Optimum 3.11%
Monocle Fund 2.74%
Tailor Allocation Defensive Grand Prix de la Finance 2.71%
VEGA Euro Rendement ISR 2.46%
ACATIS Value Event 1.36%
ODDO BHF Polaris Balanced -0.20%
Mansartis Investissements ISR -2.35%
Gay-Lussac Europe Flex -4.14%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.78%
Jupiter Financial Innovation 27.59%
R-co Thematic Blockchain Global Equity 25.71%
GemEquity 22.60%
Echiquier Artificial Intelligence Grand Prix de la Finance 21.68%
Candriam Equities L Robotics & Innovative Technology 21.57%
Piquemal Houghton Global Equities 21.31%
Aperture European Innovation 20.59%
Digital Stars Europe 18.48%
Carmignac Investissement Grand Prix de la Finance 17.63%
Auris Gravity US Equity Fund 15.33%
Sycomore Sustainable Tech 14.51%
Candriam Equities L Oncology 14.45%
Sienna Actions Bas Carbone 13.23%
Athymis Industrie 4.0 12.58%
HMG Globetrotter 11.70%
Square Megatrends Champions 11.45%
BNP Paribas Funds Disruptive Technology 11.43%
Pictet - Clean Energy Transition Grand Prix de la Finance 10.52%
Fidelity Global Technology 10.00%
Groupama Global Disruption 9.56%
Groupama Global Active Equity 9.09%
ODDO BHF Artificial Intelligence 8.98%
Franklin Technology Fund 8.68%
AXA Aedificandi 8.66%
EdRS Global Resilience 8.64%
JPMorgan Funds - US Technology 8.51%
FTGF ClearBridge Infrastructure Value 8.39%
Pictet - Digital 8.14%
Eurizon Fund Equity Innovation 8.02%
R-co Thematic Real Estate 6.69%
Thematics AI and Robotics 6.58%
EdR Fund Big Data Grand Prix de la Finance 6.40%
Sienna Actions Internationales 5.59%
GIS Sycomore Ageing Population 5.56%
Russell Inv. World Equity Fund 4.79%
Mandarine Global Transition 4.77%
Janus Henderson Horizon Global Sustainable Equity Fund 4.48%
Echiquier World Equity Growth Grand Prix de la Finance 4.48%
Palatine Amérique 4.30%
CPR Invest Climate Action 4.15%
JPMorgan Funds - Global Dividend 3.81%
DNCA Invest Beyond Semperosa 3.50%
Echiquier Global Tech 2.84%
Covéa Ruptures 2.71%
Mirova Global Sustainable Equity 2.36%
Sanso Smart Climate Grand Prix de la Finance 2.34%
Claresco USA 2.05%
CPR Global Disruptive Opportunities 1.56%
Loomis Sayles U.S. Growth Equity 1.16%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.44%
Covéa Actions Monde 0.40%
Thematics Water 0.39%
BNP Paribas Aqua Grand Prix de la Finance 0.10%
MS INVF Global Opportunity -0.62%
Comgest Monde Grand Prix de la Finance -0.91%
AXA WF Robotech -1.34%
Ofi Invest Grandes Marques -1.65%
M&G (Lux) Global Dividend Fund -1.77%
BNP Paribas US Small Cap -1.81%
JPMorgan Funds - America Equity -1.90%
Pictet - Water Grand Prix de la Finance -2.12%
FTGF Royce US Small Cap Opportunity Fund -3.15%
Pictet - Security -3.30%
Franklin U.S. Opportunities Fund -3.58%
ODDO BHF Global Equity Stars -3.76%
Thematics Meta -3.96%
EdR Fund Healthcare -5.03%
Athymis Millennial -5.59%
MS INVF Global Brands -11.89%
Franklin India Fund -12.96%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 12.04%
Jupiter Merian Global Equity Absolute Return 9.75%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.27%
M&G (Lux) Episode Macro Fund 7.03%
Sienna Performance Absolue Défensif 6.63%
Fidelity Absolute Return Global Equity Fund 6.44%
Pictet TR - Atlas 6.40%
Syquant Capital - Helium Selection 6.27%
BNP Paribas Global Absolute Return Bond 5.51%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.99%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.94%
Exane Pleiade 3.94%
Candriam Bonds Credit Alpha 2.19%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.10%
Articles Patrimoine et Fiscalité

Produits imposables dans l’hypothèse de rachats partiels successifs sur un contrat d’assurance-vie...

 

 

Situation de fait :



Votre cliente souhaiterait procéder à un rachat partiel de son contrat d’assurance vie en septembre 2016.

 

Auparavant, elle avait déjà effectué un rachat partiel, et aura entre-temps procédé à un versement complémentaire de prime.

 

Vous souhaitez connaître les modalités de taxation de ce rachat partiel.

 

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

Publié le mercredi 30 décembre 2015

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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 51.10%
Alken Fund Small Cap Europe 50.51%
Indépendance Europe Small Grand Prix de la Finance 38.98%
Tailor Actions Avenir ISR 28.41%
Tocqueville Value Euro ISR 27.37%
JPMorgan Euroland Dynamic 27.01%
Uzès WWW Perf 21.22%
Groupama Opportunities Europe 20.95%
Moneta Multi Caps Grand Prix de la Finance 20.39%
IDE Dynamic Euro 19.86%
BDL Convictions Grand Prix de la Finance 18.25%
Tocqueville Euro Equity ISR 17.23%
Indépendance France Small & Mid Grand Prix de la Finance 17.07%
Ecofi Smart Transition 16.65%
Quadrige France Smallcaps 15.70%
DNCA Invest Archer Mid-Cap Europe 15.01%
VALBOA Engagement ISR 14.14%
Tikehau European Sovereignty 13.88%
R-co 4Change Net Zero Equity Euro 13.81%
Sycomore Sélection Responsable 11.44%
Mandarine Premium Europe 11.37%
Sycomore Europe Happy @ Work 10.90%
Covéa Perspectives Entreprises 10.79%
EdR SICAV Tricolore Convictions 10.22%
Mandarine Europe Microcap 9.60%
Lazard Small Caps Euro 8.96%
Europe Income Family 8.76%
Groupama Avenir PME Europe 8.12%
Fidelity Europe 7.53%
Mirova Europe Environmental Equity 7.35%
ADS Venn Collective Alpha Europe 6.54%
Gay-Lussac Microcaps Europe 6.41%
HMG Découvertes 5.01%
ELEVA Leaders Small & Mid Cap Europe 4.72%
Mandarine Unique 4.48%
CPR Croissance Dynamique 4.22%
Tocqueville Croissance Euro ISR 3.70%
Norden SRI 3.64%
VEGA France Opportunités ISR 3.01%
Dorval Drivers Europe 2.94%
LFR Euro Développement Durable ISR 2.13%
VEGA Europe Convictions ISR 1.91%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 0.15%
Amplegest Pricing Power Grand Prix de la Finance -0.50%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.87%
DNCA Invest SRI Norden Europe -6.04%
Eiffel Nova Europe ISR -6.99%
ADS Venn Collective Alpha US -7.38%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.34%
Axiom Emerging Markets Corporate Bonds 6.91%
IVO Global High Yield 6.39%
IVO EM Corporate Debt UCITS 6.11%
Carmignac Portfolio Credit 6.06%
Axiom Obligataire Grand Prix de la Finance 6.01%
LO Fallen Angels 5.51%
Jupiter Dynamic Bond 5.44%
Lazard Credit Fi SRI 5.41%
IVO EM Corporate Debt Short Duration SRI 5.27%
FTGF Brandywine Global Income Optimiser Fund 5.26%
Income Euro Sélection 5.06%
EdR SICAV Financial Bonds 4.83%
Lazard Credit Opportunities 4.75%
Omnibond 4.65%
DNCA Invest Credit Conviction 4.47%
Axiom Short Duration Bond 4.47%
Schelcher Global Yield 2028 4.43%
La Française Credit Innovation 4.19%
Tikehau European High Yield 3.99%
Alken Fund Income Opportunities 3.93%
EdR SICAV Short Duration Credit 3.91%
Ofi Invest High Yield 2029 3.88%
R-co Conviction Credit Euro 3.83%
Ostrum SRI Crossover 3.80%
Ofi Invest Alpha Yield 3.63%
Hugau Obli 1-3 3.56%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.50%
Auris Investment Grade 3.46%
Hugau Obli 3-5 3.44%
Tikehau 2029 3.40%
La Française Rendement Global 2028 3.37%
M All Weather Bonds 3.19%
Tikehau 2027 3.17%
EdR SICAV Millesima 2030 3.16%
Pluvalca Credit Opportunities 2028 3.16%
Tailor Crédit Rendement Cible 3.00%
SLF (F) Opportunité High Yield 2028 2.91%
Auris Euro Rendement 2.89%
EdR Fund Bond Allocation 2.80%
Tailor Credit 2028 2.72%
Eiffel Rendement 2028 2.49%
Mandarine Credit Opportunities 2.11%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.44%
LO Funds - Short-Term Money Market CHF 1.09%
AXA IM FIIS US Short Duration High Yield -5.48%
Amundi Cash USD -7.27%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.74%