CAC 40 Perf Jour Perf Ytd
7621.04 -0.14% +3.26%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 20.02%
H2O Moderato 17.98%
Moneta Long Short 15.69%
BDL Rempart Grand Prix de la Finance 15.28%
Ginjer Actifs 360 Grand Prix de la Finance 13.91%
Claresco Allocation Flexible 8.79%
Carmignac Patrimoine 7.93%
Exane Ceres 7.88%
Dorval Convictions 7.61%
Clartan Valeurs 6.44%
Eurose Grand Prix de la Finance 6.21%
M&G (Lux) Dynamic Allocation Fund 6.15%
ELEVA Global Multi Opportunities 6.05%
AXA WF Global Optimal Income 5.86%
VEGA Patrimoine ISR 5.85%
Ruffer Total Return International 5.82%
Auris Diversified Beta 5.73%
ELEVA AR - Dynamic 5.45%
R-co Valor Grand Prix de la Finance 5.42%
Sienna Diversifié Flexible Monde 5.09%
R-co Valor Balanced Grand Prix de la Finance 4.30%
Monocle Fund 3.73%
BNY Mellon Global Real Return Fund (EUR) 3.69%
Ofi Invest ESG MultiTrack 3.48%
Dorval Global Allocation 3.33%
Mandarine Solution 2.85%
Echiquier ARTY SRI Grand Prix de la Finance 2.83%
Sycomore Next Generation 2.63%
Tikehau International Cross Assets 2.49%
DNCA Invest Evolutif 2.38%
Trusteam Optimum 2.29%
Elkano Global Fund 2.20%
Tailor Allocation Defensive Grand Prix de la Finance 2.14%
Russell Inv. MAGS 2.02%
GIS Global Multi Asset Income 1.54%
VEGA Euro Rendement ISR 1.36%
Gay-Lussac Europe Flex 1.33%
Lazard Patrimoine SRI 0.74%
First Eagle Amundi International Fund -0.28%
ACATIS Value Event -0.62%
VALBOA Exclusif -1.02%
IDE Dynamic World Flexible -1.50%
ODDO BHF Polaris Balanced -3.53%
Mansartis Investissements ISR -3.83%
Nova Dynamique -4.23%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 34.55%
Jupiter Financial Innovation 20.37%
Digital Stars Europe 15.92%
Aperture European Innovation 11.84%
AXA Aedificandi 10.30%
Piquemal Houghton Global Equities 9.79%
Candriam Equities L Robotics & Innovative Technology 8.38%
R-co Thematic Real Estate 8.31%
Auris Gravity US Equity Fund 8.05%
Sienna Actions Bas Carbone 7.66%
R-co Thematic Blockchain Global Equity 7.20%
Athymis Industrie 4.0 6.97%
Carmignac Investissement Grand Prix de la Finance 6.30%
FTGF ClearBridge Infrastructure Value 4.57%
HMG Globetrotter 4.54%
Square Megatrends Champions 3.63%
Sycomore Sustainable Tech 3.30%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.75%
Janus Henderson Horizon Global Sustainable Equity Fund 2.19%
Mandarine Global Transition 1.50%
Pictet - Digital 1.11%
VIA Smart Equity World 0.82%
Franklin Technology Fund 0.70%
EdR Fund Big Data Grand Prix de la Finance 0.52%
GIS Sycomore Ageing Population 0.28%
Thematics AI and Robotics 0.01%
JPMorgan Funds - Global Dividend -0.04%
DNCA Invest Beyond Semperosa -0.11%
MS INVF Global Opportunity -0.13%
Groupama Global Active Equity -0.24%
Fidelity Global Technology -0.55%
BNP Paribas Aqua Grand Prix de la Finance -0.56%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.73%
Sienna Actions Internationales -0.87%
CPR Invest Climate Action -0.90%
Thematics Water -0.99%
ODDO BHF Artificial Intelligence -1.19%
Sanso Smart Climate Grand Prix de la Finance -1.41%
Pictet - Clean Energy Transition Grand Prix de la Finance -1.57%
BNP Paribas Funds Disruptive Technology -1.60%
JPMorgan Funds - US Technology -2.37%
Echiquier World Equity Growth Grand Prix de la Finance -2.45%
Groupama Global Disruption -2.55%
Candriam Equities L Oncology -2.63%
Mirova Global Sustainable Equity -2.74%
Covéa Ruptures -2.75%
Echiquier Global Tech -2.77%
Pictet - Water Grand Prix de la Finance -2.82%
Comgest Monde Grand Prix de la Finance -3.02%
Pictet - Security -3.43%
Loomis Sayles U.S. Growth Equity -3.57%
Russell Inv. World Equity Fund -3.75%
Eurizon Fund Equity Innovation -3.90%
Thematics Meta -4.25%
JPMorgan Funds - Global Select Equity -4.36%
Franklin U.S. Opportunities Fund -4.80%
Ofi Invest Grandes Marques -4.92%
M&G (Lux) Global Dividend Fund -5.14%
AXA WF Robotech -5.56%
ODDO BHF Global Equity Stars -5.73%
Covéa Actions Monde -5.80%
MS INVF Global Brands -6.65%
JPMorgan Funds - America Equity -7.10%
CPR Global Disruptive Opportunities -7.39%
Athymis Millennial -7.85%
EdR Fund US Value -8.17%
Claresco USA -8.35%
BNP Paribas US Small Cap -8.43%
EdR Fund Healthcare -9.57%
FTGF Royce US Small Cap Opportunity Fund -11.89%
Franklin India Fund -13.61%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 7.23%
H2O Adagio 6.74%
Jupiter Merian Global Equity Absolute Return 6.66%
Pictet TR - Atlas Titan 6.52%
BNP Paribas Global Absolute Return Bond 5.50%
Sienna Performance Absolue Défensif 5.10%
Syquant Capital - Helium Selection 4.86%
M&G (Lux) Episode Macro Fund 4.76%
Pictet TR - Atlas 3.67%
Cigogne UCITS Credit Opportunities 3.56%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.55%
AXA WF Euro Credit Total Return 3.43%
Exane Pleiade 3.19%
Fidelity Absolute Return Global Equity Fund 2.37%
Candriam Bonds Credit Alpha 1.87%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.46%
Articles Patrimoine et Fiscalité

Sortie de démembrement d’un compte-titres ordinaire...

 

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

 

Situation de fait :

 

Vos clients détiennent un compte-titres ordinaire démembré suite à une succession : le père détient l’usufruit, et les trois fils détiennent la nue-propriété en indivision.

 

Ils souhaitent mettre fin au démembrement et vous vous interrogez sur les modalités.

 

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

Publié le vendredi 17 mars 2017

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.21%
Axiom European Banks Equity Grand Prix de la Finance 37.05%
Indépendance Europe Small Grand Prix de la Finance 34.70%
Tailor Actions Avenir ISR 25.08%
Quadrige France Smallcaps 23.53%
VALBOA Engagement ISR 22.53%
Indépendance France Small & Mid Grand Prix de la Finance 20.37%
Tocqueville Value Euro ISR 19.83%
Uzès WWW Perf 19.30%
Groupama Opportunities Europe 18.04%
BDL Convictions Grand Prix de la Finance 17.14%
Covéa Perspectives Entreprises 16.13%
Moneta Multi Caps Grand Prix de la Finance 15.69%
DNCA Invest Archer Mid-Cap Europe 15.69%
Richelieu Family 14.15%
Mandarine Premium Europe 13.84%
R-co 4Change Net Zero Equity Euro 11.36%
Mandarine Europe Microcap 11.06%
Europe Income Family 9.44%
Tocqueville Euro Equity ISR 9.42%
Ecofi Smart Transition 9.36%
Gay-Lussac Microcaps Europe 8.93%
EdR SICAV Tricolore Convictions 8.49%
Lazard Small Caps France 8.43%
HMG Découvertes 7.75%
ELEVA Leaders Small & Mid Cap Europe 7.20%
Sycomore Europe Eco Solutions 6.96%
Sycomore Europe Happy @ Work 6.80%
Mandarine Unique 5.75%
Mirova Europe Environmental Equity 4.95%
Fidelity Europe 4.59%
Dorval Drivers Europe 3.56%
ADS Venn Collective Alpha Europe 3.30%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.05%
LFR Euro Développement Durable ISR 0.83%
Norden SRI 0.49%
Amplegest Pricing Power Grand Prix de la Finance -0.03%
Tocqueville Croissance Euro ISR -0.54%
VEGA France Opportunités ISR -0.75%
CPR Croissance Dynamique -1.89%
Eiffel Nova Europe ISR -2.19%
VEGA Europe Convictions ISR -2.68%
DNCA Invest SRI Norden Europe -3.36%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.31%
ADS Venn Collective Alpha US -11.21%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.57%
Carmignac Portfolio Credit 4.98%
IVO Global High Yield 4.94%
Axiom Obligataire Grand Prix de la Finance 4.68%
Axiom Emerging Markets Corporate Bonds 4.60%
Income Euro Sélection 4.54%
Omnibond 4.09%
IVO EM Corporate Debt UCITS 3.77%
Tikehau European High Yield 3.74%
IVO EM Corporate Debt Short Duration SRI 3.62%
DNCA Invest Credit Conviction 3.59%
Jupiter Dynamic Bond 3.48%
Axiom Short Duration Bond 3.31%
Schelcher Global Yield 2028 3.28%
La Française Credit Innovation 3.26%
Ofi Invest Alpha Yield 3.11%
R-co Conviction Credit Euro 3.10%
Ostrum SRI Crossover 3.09%
SLF (LUX) Bond High Yield Opportunity 2026 3.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.98%
Ofi Invest High Yield 2029 2.97%
Tikehau 2029 2.97%
Alken Fund Income Opportunities 2.81%
La Française Rendement Global 2028 2.73%
Tikehau 2027 2.66%
Pluvalca Credit Opportunities 2028 2.61%
Mandarine Credit Opportunities 2.59%
Tailor Crédit Rendement Cible 2.55%
Auris Euro Rendement 2.54%
Lazard Credit Opportunities 2.49%
Tailor Credit 2028 2.37%
FTGF Brandywine Global Income Optimiser Fund 2.36%
Auris Investment Grade 2.21%
Eiffel Rendement 2028 2.16%
M All Weather Bonds 2.06%
Groupama Alpha Fixed Income Plus 1.99%
Richelieu Euro Credit Unconstrained 1.91%
EdR Fund Bond Allocation 1.66%
Sanso Short Duration 1.05%
Epsilon Euro Bond 0.81%
LO Funds - Short-Term Money Market CHF 0.37%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.50%
AXA IM FIIS US Short Duration High Yield -6.95%
Amundi Cash USD -8.11%