CAC 40 Perf Jour Perf Ytd
7743 +0.44% +4.91%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.37%
H2O Moderato 18.66%
Ginjer Actifs 360 Grand Prix de la Finance 15.97%
BDL Rempart Grand Prix de la Finance 15.85%
Moneta Long Short 15.31%
Claresco Allocation Flexible 10.73%
Dorval Convictions 9.08%
Carmignac Patrimoine 8.22%
Exane Ceres 7.66%
M&G (Lux) Dynamic Allocation Fund 6.99%
Clartan Valeurs 6.74%
AXA WF Global Optimal Income 6.59%
Eurose Grand Prix de la Finance 6.54%
VEGA Patrimoine ISR 6.43%
ELEVA Global Multi Opportunities 6.10%
ELEVA AR - Dynamic 6.05%
Auris Diversified Beta 5.91%
R-co Valor Grand Prix de la Finance 5.91%
Ruffer Total Return International 5.90%
Sienna Diversifié Flexible Monde 5.62%
R-co Valor Balanced Grand Prix de la Finance 4.60%
Ofi Invest ESG MultiTrack 4.52%
Monocle Fund 4.48%
BNY Mellon Global Real Return Fund (EUR) 3.87%
Dorval Global Allocation 3.58%
GIS Global Multi Asset Income 3.36%
Russell Inv. MAGS 3.28%
Mandarine Solution 3.24%
Tikehau International Cross Assets 3.12%
Echiquier ARTY SRI Grand Prix de la Finance 2.96%
Elkano Global Fund 2.91%
Sycomore Next Generation 2.76%
DNCA Invest Evolutif 2.73%
Tailor Allocation Defensive Grand Prix de la Finance 2.66%
Trusteam Optimum 2.53%
Gay-Lussac Europe Flex 1.99%
VEGA Euro Rendement ISR 1.91%
Lazard Patrimoine SRI 0.65%
First Eagle Amundi International Fund 0.07%
ACATIS Value Event -0.36%
VALBOA Exclusif -0.38%
IDE Dynamic World Flexible -1.77%
ODDO BHF Polaris Balanced -1.89%
Nova Dynamique -2.28%
Mansartis Investissements ISR -4.01%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 46.92%
Jupiter Financial Innovation 23.31%
Digital Stars Europe 17.08%
Aperture European Innovation 14.55%
AXA Aedificandi 13.02%
R-co Thematic Real Estate 12.64%
Piquemal Houghton Global Equities 11.72%
R-co Thematic Blockchain Global Equity 9.54%
Sienna Actions Bas Carbone 9.45%
Auris Gravity US Equity Fund 9.44%
Athymis Industrie 4.0 7.89%
Candriam Equities L Robotics & Innovative Technology 6.99%
Carmignac Investissement Grand Prix de la Finance 6.25%
HMG Globetrotter 5.74%
FTGF ClearBridge Infrastructure Value 4.19%
Square Megatrends Champions 3.17%
Sycomore Sustainable Tech 2.90%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.77%
GIS Sycomore Ageing Population 2.11%
Janus Henderson Horizon Global Sustainable Equity Fund 2.04%
Mandarine Global Transition 1.66%
VIA Smart Equity World 1.45%
DNCA Invest Beyond Semperosa 0.85%
Pictet - Digital 0.51%
BNP Paribas Aqua Grand Prix de la Finance 0.24%
Franklin Technology Fund 0.13%
MS INVF Global Opportunity -0.07%
Groupama Global Active Equity -0.21%
EdR Fund Big Data Grand Prix de la Finance -0.21%
Fidelity Global Technology -0.23%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.27%
JPMorgan Funds - Global Dividend -0.50%
Sienna Actions Internationales -0.77%
Thematics Water -0.87%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.96%
CPR Invest Climate Action -1.40%
ODDO BHF Artificial Intelligence -1.64%
BNP Paribas Funds Disruptive Technology -1.88%
Thematics AI and Robotics -1.93%
Pictet - Water Grand Prix de la Finance -1.96%
Sanso Smart Climate Grand Prix de la Finance -1.97%
JPMorgan Funds - US Technology -2.21%
Russell Inv. World Equity Fund -2.40%
Covéa Ruptures -2.66%
Echiquier World Equity Growth Grand Prix de la Finance -2.86%
Eurizon Fund Equity Innovation -3.02%
Mirova Global Sustainable Equity -3.19%
Groupama Global Disruption -3.56%
M&G (Lux) Global Dividend Fund -3.79%
Loomis Sayles U.S. Growth Equity -4.04%
JPMorgan Funds - Global Select Equity -4.13%
Echiquier Global Tech -4.23%
Comgest Monde Grand Prix de la Finance -4.36%
Candriam Equities L Oncology -4.87%
Franklin U.S. Opportunities Fund -5.45%
Ofi Invest Grandes Marques -5.46%
Pictet - Security -5.73%
Thematics Meta -5.86%
Covéa Actions Monde -6.08%
AXA WF Robotech -6.17%
ODDO BHF Global Equity Stars -6.42%
JPMorgan Funds - America Equity -6.94%
MS INVF Global Brands -7.06%
Athymis Millennial -7.57%
CPR Global Disruptive Opportunities -8.48%
Claresco USA -8.53%
EdR Fund US Value -9.38%
BNP Paribas US Small Cap -9.87%
EdR Fund Healthcare -11.31%
FTGF Royce US Small Cap Opportunity Fund -11.33%
Franklin India Fund -15.50%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 7.38%
H2O Adagio 6.89%
Pictet TR - Atlas Titan 6.77%
RAM European Market Neutral Equities 6.65%
BNP Paribas Global Absolute Return Bond 5.70%
Sienna Performance Absolue Défensif 5.24%
Syquant Capital - Helium Selection 4.88%
M&G (Lux) Episode Macro Fund 4.86%
Pictet TR - Atlas 3.80%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.68%
Cigogne UCITS Credit Opportunities 3.56%
Exane Pleiade 3.34%
AXA WF Euro Credit Total Return 3.27%
Fidelity Absolute Return Global Equity Fund 2.71%
Candriam Bonds Credit Alpha 1.92%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.82%
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
Alken Fund Small Cap Europe 47.07%
Axiom European Banks Equity Grand Prix de la Finance 42.72%
Indépendance Europe Small Grand Prix de la Finance 38.36%
Tailor Actions Avenir ISR 29.07%
Quadrige France Smallcaps 24.45%
VALBOA Engagement ISR 23.89%
Indépendance France Small & Mid Grand Prix de la Finance 22.56%
Tocqueville Value Euro ISR 22.56%
Uzès WWW Perf 20.47%
BDL Convictions Grand Prix de la Finance 19.72%
Groupama Opportunities Europe 18.86%
Moneta Multi Caps Grand Prix de la Finance 18.25%
Covéa Perspectives Entreprises 17.74%
DNCA Invest Archer Mid-Cap Europe 16.70%
Richelieu Family 15.85%
Mandarine Premium Europe 15.70%
R-co 4Change Net Zero Equity Euro 13.71%
Europe Income Family 12.51%
Mandarine Europe Microcap 12.14%
Ecofi Smart Transition 11.26%
Tocqueville Euro Equity ISR 11.09%
EdR SICAV Tricolore Convictions 10.84%
Gay-Lussac Microcaps Europe 10.34%
Lazard Small Caps France 9.78%
Sycomore Europe Eco Solutions 9.12%
HMG Découvertes 8.73%
ELEVA Leaders Small & Mid Cap Europe 8.58%
Sycomore Europe Happy @ Work 8.41%
Mandarine Unique 7.31%
Fidelity Europe 6.93%
Mirova Europe Environmental Equity 6.63%
Dorval Drivers Europe 5.75%
ADS Venn Collective Alpha Europe 4.11%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.75%
LFR Euro Développement Durable ISR 1.64%
Norden SRI 1.55%
Amplegest Pricing Power Grand Prix de la Finance 0.60%
VEGA France Opportunités ISR 0.46%
Eiffel Nova Europe ISR 0.41%
Tocqueville Croissance Euro ISR 0.31%
CPR Croissance Dynamique -0.71%
VEGA Europe Convictions ISR -0.82%
DNCA Invest SRI Norden Europe -3.87%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.67%
ADS Venn Collective Alpha US -10.59%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 22.48%
IVO Global High Yield 5.33%
Carmignac Portfolio Credit 5.18%
Axiom Obligataire Grand Prix de la Finance 4.95%
Income Euro Sélection 4.70%
Axiom Emerging Markets Corporate Bonds 4.70%
IVO EM Corporate Debt UCITS 4.20%
Omnibond 4.13%
Tikehau European High Yield 3.87%
Jupiter Dynamic Bond 3.83%
IVO EM Corporate Debt Short Duration SRI 3.79%
DNCA Invest Credit Conviction 3.59%
Schelcher Global Yield 2028 3.50%
La Française Credit Innovation 3.36%
Axiom Short Duration Bond 3.36%
R-co Conviction Credit Euro 3.19%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.18%
Ostrum SRI Crossover 3.17%
SLF (LUX) Bond High Yield Opportunity 2026 3.11%
Ofi Invest High Yield 2029 3.10%
Ofi Invest Alpha Yield 3.10%
Tikehau 2029 3.06%
Alken Fund Income Opportunities 2.88%
La Française Rendement Global 2028 2.86%
Pluvalca Credit Opportunities 2028 2.79%
Tikehau 2027 2.76%
Mandarine Credit Opportunities 2.70%
Tailor Crédit Rendement Cible 2.66%
Auris Euro Rendement 2.65%
FTGF Brandywine Global Income Optimiser Fund 2.54%
Tailor Credit 2028 2.52%
Lazard Credit Opportunities 2.52%
Auris Investment Grade 2.47%
M All Weather Bonds 2.41%
Eiffel Rendement 2028 2.32%
Richelieu Euro Credit Unconstrained 2.09%
Groupama Alpha Fixed Income Plus 2.03%
EdR Fund Bond Allocation 1.73%
Epsilon Euro Bond 1.22%
Sanso Short Duration 1.12%
LO Funds - Short-Term Money Market CHF -0.33%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.48%
AXA IM FIIS US Short Duration High Yield -7.59%
Amundi Cash USD -8.78%