CAC 40 Perf Jour Perf Ytd
8119.02 -0.63% +10%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 22.07%
Ginjer Actifs 360 Grand Prix de la Finance 21.78%
GF Ambition Solidaire 21.39%
Moneta Long Short 20.66%
Clartan Valeurs 18.95%
BDL Rempart Grand Prix de la Finance 15.29%
R-co Valor Grand Prix de la Finance 14.87%
Claresco Allocation Flexible 13.92%
AXA WF Global Optimal Income 11.94%
M&G (Lux) Dynamic Allocation Fund 11.88%
Carmignac Patrimoine 11.55%
ELEVA Global Multi Opportunities 10.20%
Dorval Convictions 9.83%
R-co Valor Balanced Grand Prix de la Finance 9.72%
ELEVA AR - Dynamic 9.43%
VEGA Patrimoine ISR 8.94%
Sienna Diversifié Flexible Monde 8.78%
First Eagle Amundi International Fund 8.65%
Ruffer Total Return International 8.54%
Russell Inv. MAGS 8.21%
GIS Global Multi Asset Income 8.15%
Ofi Invest ESG MultiTrack 8.00%
Mandarine Solution 7.83%
Auris Diversified Beta 7.67%
BNY Mellon Global Real Return Fund (EUR) 7.34%
Eurose Grand Prix de la Finance 7.31%
Exane Ceres 6.84%
Dorval Global Allocation 6.60%
Elkano Global Fund 6.51%
Nova Dynamique 6.14%
VALBOA Exclusif 4.46%
Sycomore Next Generation 4.43%
DNCA Invest Evolutif 4.26%
Echiquier ARTY SRI Grand Prix de la Finance 4.09%
Tikehau International Cross Assets 4.03%
IDE Dynamic World Flexible 3.56%
Trusteam Optimum 3.09%
Tailor Allocation Defensive Grand Prix de la Finance 2.89%
VEGA Euro Rendement ISR 2.80%
Monocle Fund 2.15%
ACATIS Value Event 0.60%
ODDO BHF Polaris Balanced -0.98%
Mansartis Investissements ISR -2.21%
Gay-Lussac Europe Flex -4.40%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 93.82%
Jupiter Financial Innovation 24.29%
Piquemal Houghton Global Equities 21.95%
GemEquity 20.55%
Aperture European Innovation 20.46%
Candriam Equities L Robotics & Innovative Technology 18.37%
Digital Stars Europe 17.92%
Echiquier Artificial Intelligence Grand Prix de la Finance 16.61%
Sienna Actions Bas Carbone 15.58%
R-co Thematic Blockchain Global Equity 15.50%
Candriam Equities L Oncology 15.27%
Carmignac Investissement Grand Prix de la Finance 14.77%
Auris Gravity US Equity Fund 13.16%
HMG Globetrotter 12.15%
Athymis Industrie 4.0 10.86%
Groupama Global Disruption 10.43%
Sycomore Sustainable Tech 10.13%
Square Megatrends Champions 9.44%
Groupama Global Active Equity 9.31%
AXA Aedificandi 8.69%
FTGF ClearBridge Infrastructure Value 8.45%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.43%
BNP Paribas Funds Disruptive Technology 8.28%
EdRS Global Resilience 8.05%
Fidelity Global Technology 7.86%
R-co Thematic Real Estate 6.78%
GIS Sycomore Ageing Population 6.17%
Eurizon Fund Equity Innovation 6.01%
Franklin Technology Fund 5.98%
Sienna Actions Internationales 5.94%
ODDO BHF Artificial Intelligence 5.30%
Pictet - Digital 5.29%
EdR Fund Big Data Grand Prix de la Finance 4.75%
Echiquier World Equity Growth Grand Prix de la Finance 4.58%
JPMorgan Funds - US Technology 4.06%
Russell Inv. World Equity Fund 3.44%
Janus Henderson Horizon Global Sustainable Equity Fund 3.41%
CPR Invest Climate Action 3.37%
Palatine Amérique 3.29%
JPMorgan Funds - Global Dividend 3.18%
Mandarine Global Transition 3.01%
Thematics AI and Robotics 2.98%
DNCA Invest Beyond Semperosa 2.87%
Covéa Ruptures 2.39%
Sanso Smart Climate Grand Prix de la Finance 2.28%
Echiquier Global Tech 1.37%
Mirova Global Sustainable Equity 0.88%
Claresco USA 0.66%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.03%
Covéa Actions Monde -0.25%
BNP Paribas Aqua Grand Prix de la Finance -0.34%
Comgest Monde Grand Prix de la Finance -0.42%
Ofi Invest Grandes Marques -0.74%
M&G (Lux) Global Dividend Fund -1.90%
Thematics Water -1.95%
MS INVF Global Opportunity -2.22%
CPR Global Disruptive Opportunities -2.41%
Loomis Sayles U.S. Growth Equity -2.46%
EdR Fund Healthcare -2.65%
JPMorgan Funds - America Equity -2.76%
Pictet - Water Grand Prix de la Finance -3.47%
BNP Paribas US Small Cap -3.86%
AXA WF Robotech -5.03%
ODDO BHF Global Equity Stars -5.12%
Franklin U.S. Opportunities Fund -5.96%
Athymis Millennial -6.04%
FTGF Royce US Small Cap Opportunity Fund -6.16%
Thematics Meta -6.63%
Pictet - Security -6.63%
MS INVF Global Brands -12.23%
Franklin India Fund -13.44%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 10.99%
Jupiter Merian Global Equity Absolute Return 10.30%
H2O Adagio 8.26%
Fidelity Absolute Return Global Equity Fund 7.71%
RAM European Market Neutral Equities 7.31%
M&G (Lux) Episode Macro Fund 6.49%
Sienna Performance Absolue Défensif 6.40%
Syquant Capital - Helium Selection 6.38%
Pictet TR - Atlas 5.91%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.80%
BNP Paribas Global Absolute Return Bond 4.74%
Exane Pleiade 4.48%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.59%
Candriam Bonds Credit Alpha 2.22%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.38%
Articles Marché

Quel est l’encours d’un Conseiller en Gestion de Patrimoine ?

 

 

Encours au 31/12/2014 pour l’assurance-vie :

 

  • 5% des CGP gèrent moins de 1 M€
  • 16% des CGP gèrent de 1 M€ à  5 M€
  • 14% des CGP gèrent de 5 M€ à  10 M€
  • 16% des CGP gèrent de 10 M€ à  20 M€
  • 26% des CGP gèrent de 20 M€ à  50 M€
  • 12% des CGP gèrent de 50 M€ à  100 M€
  • 11% des CGP gèrent plus de 100 M€

 

Effectif des cabinets :

 

  • 39% des cabinets sont composés de 1 personne
  • 24% des cabinets sont composés de 2 personnes
  • 24% des cabinets sont composés entre 3 et 5 personnes
  • 13% des cabinets sont composés de plus de 5 personnes

 

Pensez-vous qu’un cabinet unipersonnel puisse encore être pérenne ?

 

  • 49% Oui
  • 51% Non

 

A suivre…

 

Et si vous avez participé aux assises de la profession, cliquer ici pour voir la vidéo officielle du groupe AXA

Publié le jeudi 8 octobre 2015

Autres articles

Buzz H24

Produits 14.11.2025

Le tableau de bord de la gestion dive...

Dessins 13.11.2025

Quand le low-cost fait baisser les pr...

Immobilier 14.11.2025

Immobilier : un nouveau cycle après d...

Un Témoin dans la Salle 12.11.2025

Fonds datés : le bon moment ?

Vidéos 10.11.2025

À la rencontre d’un expert en allocat...

Marché 14.11.2025

Cet indice qui va exploser à la hauss...

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 53.67%
Alken Fund Small Cap Europe 50.97%
Indépendance Europe Small Grand Prix de la Finance 39.69%
Tailor Actions Avenir ISR 31.00%
Tocqueville Value Euro ISR 28.39%
JPMorgan Euroland Dynamic 26.48%
Groupama Opportunities Europe 23.55%
Moneta Multi Caps Grand Prix de la Finance 23.27%
Uzès WWW Perf 22.22%
IDE Dynamic Euro 21.27%
BDL Convictions Grand Prix de la Finance 20.59%
Quadrige France Smallcaps 17.82%
Tocqueville Euro Equity ISR 17.58%
Indépendance France Small & Mid Grand Prix de la Finance 17.18%
Ecofi Smart Transition 16.83%
R-co 4Change Net Zero Equity Euro 16.11%
VALBOA Engagement ISR 14.51%
Tikehau European Sovereignty 14.20%
Sycomore Sélection Responsable 13.57%
DNCA Invest Archer Mid-Cap Europe 13.55%
Mandarine Premium Europe 13.05%
EdR SICAV Tricolore Convictions 13.01%
Covéa Perspectives Entreprises 12.44%
Sycomore Europe Happy @ Work 11.53%
Europe Income Family 10.83%
Lazard Small Caps Euro 10.47%
Fidelity Europe 9.23%
Mandarine Europe Microcap 9.23%
ADS Venn Collective Alpha Europe 8.26%
Groupama Avenir PME Europe 8.14%
Mirova Europe Environmental Equity 7.64%
Gay-Lussac Microcaps Europe 7.27%
HMG Découvertes 6.47%
Norden SRI 5.52%
VEGA France Opportunités ISR 5.32%
Tocqueville Croissance Euro ISR 5.21%
Mandarine Unique 4.67%
Dorval Drivers Europe 4.60%
ELEVA Leaders Small & Mid Cap Europe 4.55%
CPR Croissance Dynamique 4.12%
VEGA Europe Convictions ISR 3.81%
LFR Euro Développement Durable ISR 3.15%
Amplegest Pricing Power Grand Prix de la Finance 1.25%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.13%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.57%
Eiffel Nova Europe ISR -5.67%
DNCA Invest SRI Norden Europe -7.39%
ADS Venn Collective Alpha US -8.19%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.58%
Axiom Emerging Markets Corporate Bonds 7.04%
IVO Global High Yield 6.44%
Carmignac Portfolio Credit 6.13%
IVO EM Corporate Debt UCITS 6.11%
Axiom Obligataire Grand Prix de la Finance 5.90%
LO Fallen Angels 5.37%
Lazard Credit Fi SRI 5.31%
IVO EM Corporate Debt Short Duration SRI 5.27%
Income Euro Sélection 5.08%
Lazard Credit Opportunities 4.90%
Omnibond 4.85%
Jupiter Dynamic Bond 4.81%
EdR SICAV Financial Bonds 4.75%
FTGF Brandywine Global Income Optimiser Fund 4.68%
Schelcher Global Yield 2028 4.53%
Axiom Short Duration Bond 4.42%
DNCA Invest Credit Conviction 4.20%
La Française Credit Innovation 4.18%
Tikehau European High Yield 3.89%
EdR SICAV Short Duration Credit 3.84%
Ofi Invest High Yield 2029 3.78%
Ostrum SRI Crossover 3.76%
R-co Conviction Credit Euro 3.64%
Hugau Obli 1-3 3.53%
Alken Fund Income Opportunities 3.40%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.38%
Ofi Invest Alpha Yield 3.38%
Auris Investment Grade 3.37%
Hugau Obli 3-5 3.36%
La Française Rendement Global 2028 3.32%
Tikehau 2029 3.30%
Tikehau 2027 3.21%
Pluvalca Credit Opportunities 2028 3.19%
M All Weather Bonds 3.17%
EdR SICAV Millesima 2030 3.02%
Tailor Crédit Rendement Cible 2.85%
SLF (F) Opportunité High Yield 2028 2.82%
Tailor Credit 2028 2.73%
Auris Euro Rendement 2.73%
EdR Fund Bond Allocation 2.50%
Eiffel Rendement 2028 2.34%
Mandarine Credit Opportunities 1.92%
LO Funds - Short-Term Money Market CHF 1.59%
Sanso Short Duration 1.48%
Epsilon Euro Bond 1.11%
AXA IM FIIS US Short Duration High Yield -6.07%
Amundi Cash USD -7.23%
Goldman Sachs Yen Liquid Reserves Fund Institutional -9.47%