CAC 40 Perf Jour Perf Ytd
7714.15 +1.04% +4.45%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.18%
H2O Moderato 17.96%
Moneta Long Short 15.15%
BDL Rempart Grand Prix de la Finance 14.81%
Ginjer Actifs 360 Grand Prix de la Finance 14.49%
Claresco Allocation Flexible 9.76%
Carmignac Patrimoine 7.99%
Dorval Convictions 7.82%
Exane Ceres 7.79%
M&G (Lux) Dynamic Allocation Fund 6.65%
Clartan Valeurs 6.37%
Eurose Grand Prix de la Finance 6.24%
AXA WF Global Optimal Income 6.10%
ELEVA Global Multi Opportunities 6.09%
Ruffer Total Return International 5.99%
VEGA Patrimoine ISR 5.84%
Auris Diversified Beta 5.78%
R-co Valor Grand Prix de la Finance 5.74%
ELEVA AR - Dynamic 5.23%
Sienna Diversifié Flexible Monde 5.16%
R-co Valor Balanced Grand Prix de la Finance 4.49%
Monocle Fund 4.34%
Ofi Invest ESG MultiTrack 4.13%
BNY Mellon Global Real Return Fund (EUR) 3.48%
Dorval Global Allocation 3.39%
Russell Inv. MAGS 2.90%
Mandarine Solution 2.89%
GIS Global Multi Asset Income 2.85%
Tikehau International Cross Assets 2.84%
Elkano Global Fund 2.83%
Echiquier ARTY SRI Grand Prix de la Finance 2.76%
Sycomore Next Generation 2.68%
Tailor Allocation Defensive Grand Prix de la Finance 2.59%
Trusteam Optimum 2.40%
Gay-Lussac Europe Flex 2.13%
DNCA Invest Evolutif 2.09%
VEGA Euro Rendement ISR 1.43%
Lazard Patrimoine SRI 0.70%
First Eagle Amundi International Fund -0.12%
VALBOA Exclusif -0.51%
ACATIS Value Event -0.57%
IDE Dynamic World Flexible -1.69%
ODDO BHF Polaris Balanced -1.91%
Nova Dynamique -3.06%
Mansartis Investissements ISR -4.01%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 43.38%
Jupiter Financial Innovation 21.48%
Digital Stars Europe 16.43%
Aperture European Innovation 13.51%
AXA Aedificandi 10.90%
Piquemal Houghton Global Equities 10.61%
R-co Thematic Real Estate 10.42%
Auris Gravity US Equity Fund 9.02%
Sienna Actions Bas Carbone 7.87%
Athymis Industrie 4.0 7.80%
Candriam Equities L Robotics & Innovative Technology 7.13%
R-co Thematic Blockchain Global Equity 6.72%
Carmignac Investissement Grand Prix de la Finance 6.04%
HMG Globetrotter 4.99%
FTGF ClearBridge Infrastructure Value 4.19%
Echiquier Artificial Intelligence Grand Prix de la Finance 3.61%
Square Megatrends Champions 3.12%
Sycomore Sustainable Tech 3.05%
Mandarine Global Transition 1.30%
Janus Henderson Horizon Global Sustainable Equity Fund 1.22%
GIS Sycomore Ageing Population 1.10%
VIA Smart Equity World 0.91%
Franklin Technology Fund 0.79%
Pictet - Digital 0.74%
EdR Fund Big Data Grand Prix de la Finance 0.21%
BNP Paribas Aqua Grand Prix de la Finance 0.01%
DNCA Invest Beyond Semperosa -0.03%
Groupama Global Active Equity -0.45%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.53%
MS INVF Global Opportunity -0.68%
Sienna Actions Internationales -0.80%
JPMorgan Funds - Global Dividend -0.99%
Thematics Water -1.17%
CPR Invest Climate Action -1.31%
Fidelity Global Technology -1.31%
Thematics AI and Robotics -1.33%
Sanso Smart Climate Grand Prix de la Finance -1.72%
ODDO BHF Artificial Intelligence -1.76%
JPMorgan Funds - US Technology -2.05%
BNP Paribas Funds Disruptive Technology -2.16%
Pictet - Clean Energy Transition Grand Prix de la Finance -2.22%
Candriam Equities L Oncology -2.28%
Covéa Ruptures -2.51%
Echiquier World Equity Growth Grand Prix de la Finance -2.61%
Russell Inv. World Equity Fund -2.76%
Pictet - Water Grand Prix de la Finance -2.80%
Groupama Global Disruption -3.28%
Eurizon Fund Equity Innovation -3.36%
Mirova Global Sustainable Equity -3.41%
Echiquier Global Tech -3.59%
Loomis Sayles U.S. Growth Equity -4.04%
Comgest Monde Grand Prix de la Finance -4.05%
M&G (Lux) Global Dividend Fund -4.60%
Pictet - Security -4.90%
JPMorgan Funds - Global Select Equity -5.02%
Franklin U.S. Opportunities Fund -5.03%
Ofi Invest Grandes Marques -5.32%
Thematics Meta -5.35%
Covéa Actions Monde -6.06%
ODDO BHF Global Equity Stars -6.50%
AXA WF Robotech -6.94%
Athymis Millennial -7.08%
Claresco USA -7.26%
JPMorgan Funds - America Equity -7.45%
MS INVF Global Brands -7.55%
EdR Fund US Value -7.59%
CPR Global Disruptive Opportunities -8.36%
EdR Fund Healthcare -8.81%
BNP Paribas US Small Cap -9.08%
FTGF Royce US Small Cap Opportunity Fund -12.35%
Franklin India Fund -14.94%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 7.30%
Jupiter Merian Global Equity Absolute Return 7.17%
H2O Adagio 6.68%
Pictet TR - Atlas Titan 6.64%
BNP Paribas Global Absolute Return Bond 5.57%
Sienna Performance Absolue Défensif 5.22%
Syquant Capital - Helium Selection 4.90%
M&G (Lux) Episode Macro Fund 4.84%
Pictet TR - Atlas 3.74%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.59%
Cigogne UCITS Credit Opportunities 3.56%
AXA WF Euro Credit Total Return 3.44%
Exane Pleiade 3.23%
Fidelity Absolute Return Global Equity Fund 2.62%
Candriam Bonds Credit Alpha 1.89%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.08%
Articles Patrimoine et Fiscalité

Rachat de contrat d'assurance-vie et de compte-titres par un Français résidant en Chine...

http://files.h24finance.com/jpeg/1818%20Logo%20New.jpg

Situation de fait :

 

Votre client est résident de Chine.

 

Il a souscrit en France à  un contrat d’assurance vie et y a également ouvert un compte-titres.

 

Il s’interroge sur la fiscalité applicable en cas de rachat sur le contrat d’assurance vie, et en cas de plus-value de cession de titres détenus dans le compte-titres.

 

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

Publié le vendredi 23 septembre 2016

Autres articles

Buzz H24

Interviews 25.07.2025

Du changement chez Trusteam...

Vidéos 31.07.2025

Les bâtisseurs du nouveau monde...

Patrimoine et Fiscalité 25.07.2025

Conformité - réglementation des CGP :...

Acteurs 01.08.2025

En juillet, voici ce que H24 a fait p...

Dessins 31.07.2025

Le réflexe d'un gérant avant le mois...

Produits 25.07.2025

Quels fonds ont été privilégiés par l...

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 47.12%
Axiom European Banks Equity Grand Prix de la Finance 39.80%
Indépendance Europe Small Grand Prix de la Finance 37.10%
Tailor Actions Avenir ISR 27.45%
Quadrige France Smallcaps 25.11%
VALBOA Engagement ISR 24.46%
Indépendance France Small & Mid Grand Prix de la Finance 22.31%
Tocqueville Value Euro ISR 20.00%
Uzès WWW Perf 19.53%
Groupama Opportunities Europe 18.33%
BDL Convictions Grand Prix de la Finance 18.13%
Moneta Multi Caps Grand Prix de la Finance 17.32%
Covéa Perspectives Entreprises 16.84%
DNCA Invest Archer Mid-Cap Europe 16.02%
Richelieu Family 14.72%
Mandarine Premium Europe 14.70%
Mandarine Europe Microcap 11.93%
R-co 4Change Net Zero Equity Euro 11.61%
Europe Income Family 11.31%
Gay-Lussac Microcaps Europe 10.05%
EdR SICAV Tricolore Convictions 9.70%
Tocqueville Euro Equity ISR 9.39%
Ecofi Smart Transition 9.33%
Lazard Small Caps France 9.26%
HMG Découvertes 8.57%
ELEVA Leaders Small & Mid Cap Europe 7.63%
Sycomore Europe Eco Solutions 7.17%
Sycomore Europe Happy @ Work 6.77%
Mandarine Unique 6.11%
Fidelity Europe 5.67%
Mirova Europe Environmental Equity 5.02%
Dorval Drivers Europe 4.40%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.18%
ADS Venn Collective Alpha Europe 3.06%
LFR Euro Développement Durable ISR 0.82%
Norden SRI 0.62%
Eiffel Nova Europe ISR 0.08%
Amplegest Pricing Power Grand Prix de la Finance 0.07%
VEGA France Opportunités ISR -0.89%
Tocqueville Croissance Euro ISR -0.90%
CPR Croissance Dynamique -1.10%
VEGA Europe Convictions ISR -2.66%
DNCA Invest SRI Norden Europe -3.51%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.57%
ADS Venn Collective Alpha US -9.95%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 22.03%
IVO Global High Yield 5.14%
Carmignac Portfolio Credit 5.11%
Axiom Obligataire Grand Prix de la Finance 4.88%
Axiom Emerging Markets Corporate Bonds 4.69%
Income Euro Sélection 4.58%
Omnibond 4.06%
IVO EM Corporate Debt UCITS 4.02%
Tikehau European High Yield 3.79%
IVO EM Corporate Debt Short Duration SRI 3.75%
DNCA Invest Credit Conviction 3.61%
Jupiter Dynamic Bond 3.57%
Schelcher Global Yield 2028 3.38%
Axiom Short Duration Bond 3.35%
La Française Credit Innovation 3.27%
R-co Conviction Credit Euro 3.14%
Ostrum SRI Crossover 3.12%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.11%
Ofi Invest Alpha Yield 3.10%
SLF (LUX) Bond High Yield Opportunity 2026 3.07%
Tikehau 2029 3.01%
Ofi Invest High Yield 2029 3.00%
Alken Fund Income Opportunities 2.85%
La Française Rendement Global 2028 2.77%
Pluvalca Credit Opportunities 2028 2.71%
Tikehau 2027 2.70%
Tailor Crédit Rendement Cible 2.66%
Mandarine Credit Opportunities 2.61%
FTGF Brandywine Global Income Optimiser Fund 2.60%
Auris Euro Rendement 2.60%
Lazard Credit Opportunities 2.52%
Tailor Credit 2028 2.39%
Auris Investment Grade 2.33%
M All Weather Bonds 2.28%
Eiffel Rendement 2028 2.23%
Groupama Alpha Fixed Income Plus 2.00%
Richelieu Euro Credit Unconstrained 1.97%
EdR Fund Bond Allocation 1.71%
Epsilon Euro Bond 1.29%
Sanso Short Duration 1.09%
LO Funds - Short-Term Money Market CHF -0.07%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.97%
AXA IM FIIS US Short Duration High Yield -7.39%
Amundi Cash USD -8.57%