CAC 40 Perf Jour Perf Ytd
7632.81 +0.15% +3.41%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 36.31%
Jupiter Financial Innovation 22.33%
Digital Stars Europe 16.43%
Aperture European Innovation 13.32%
AXA Aedificandi 10.90%
Piquemal Houghton Global Equities 10.61%
Auris Gravity US Equity Fund 9.78%
R-co Thematic Real Estate 9.76%
Athymis Industrie 4.0 8.37%
Sienna Actions Bas Carbone 7.87%
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 4.54%
FTGF ClearBridge Infrastructure Value 4.44%
Echiquier Artificial Intelligence Grand Prix de la Finance 4.42%
Square Megatrends Champions 3.63%
Sycomore Sustainable Tech 3.30%
Janus Henderson Horizon Global Sustainable Equity Fund 2.85%
Pictet - Digital 2.02%
Mandarine Global Transition 1.50%
GIS Sycomore Ageing Population 1.22%
VIA Smart Equity World 0.91%
MS INVF Global Opportunity 0.47%
JPMorgan Funds - Global Dividend 0.23%
EdR Fund Big Data Grand Prix de la Finance 0.21%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.04%
DNCA Invest Beyond Semperosa -0.03%
Groupama Global Active Equity -0.24%
Franklin Technology Fund -0.37%
Thematics Water -0.46%
Thematics AI and Robotics -0.47%
BNP Paribas Aqua Grand Prix de la Finance -0.56%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.71%
Sienna Actions Internationales -0.80%
JPMorgan Funds - US Technology -1.00%
Fidelity Global Technology -1.06%
ODDO BHF Artificial Intelligence -1.19%
CPR Invest Climate Action -1.31%
Pictet - Water Grand Prix de la Finance -1.70%
Sanso Smart Climate Grand Prix de la Finance -1.72%
Candriam Equities L Oncology -2.28%
Covéa Ruptures -2.51%
Groupama Global Disruption -2.55%
Echiquier World Equity Growth Grand Prix de la Finance -2.61%
BNP Paribas Funds Disruptive Technology -2.63%
Pictet - Security -2.70%
Russell Inv. World Equity Fund -2.76%
Eurizon Fund Equity Innovation -2.84%
Mirova Global Sustainable Equity -3.41%
Echiquier Global Tech -3.59%
JPMorgan Funds - Global Select Equity -3.94%
M&G (Lux) Global Dividend Fund -4.01%
Comgest Monde Grand Prix de la Finance -4.05%
Thematics Meta -4.74%
Loomis Sayles U.S. Growth Equity -4.89%
Ofi Invest Grandes Marques -5.32%
Franklin U.S. Opportunities Fund -5.56%
ODDO BHF Global Equity Stars -5.73%
Covéa Actions Monde -6.06%
MS INVF Global Brands -6.19%
JPMorgan Funds - America Equity -6.26%
Athymis Millennial -6.37%
AXA WF Robotech -6.37%
Claresco USA -6.91%
EdR Fund US Value -7.59%
BNP Paribas US Small Cap -8.12%
CPR Global Disruptive Opportunities -8.36%
EdR Fund Healthcare -8.81%
FTGF Royce US Small Cap Opportunity Fund -11.58%
Franklin India Fund -14.04%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Souscription d’un contrat d’assurance vie par un enfant mineur orphelin de père...

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

 

Situation de fait :

 

Votre client, enfant mineur, souhaite souscrire un contrat d’assurance vie.

 

Sa mère et lui sont résidents fiscaux marocains.

 

Son père est décédé.

 

Les fonds à placer proviennent d’un capital décès.

 

Vous vous interrogez quant à la démarche à suivre dans le cadre de la souscription du contrat.

 

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

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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 39.70%
Indépendance Europe Small Grand Prix de la Finance 35.58%
Tailor Actions Avenir ISR 27.39%
Quadrige France Smallcaps 23.53%
VALBOA Engagement ISR 23.34%
Indépendance France Small & Mid Grand Prix de la Finance 21.20%
Tocqueville Value Euro ISR 20.00%
Uzès WWW Perf 19.53%
BDL Convictions Grand Prix de la Finance 18.13%
Groupama Opportunities Europe 18.04%
Moneta Multi Caps Grand Prix de la Finance 17.32%
Covéa Perspectives Entreprises 16.84%
DNCA Invest Archer Mid-Cap Europe 16.02%
Mandarine Premium Europe 14.70%
Richelieu Family 14.15%
R-co 4Change Net Zero Equity Euro 11.61%
Mandarine Europe Microcap 11.06%
Europe Income Family 10.96%
EdR SICAV Tricolore Convictions 9.72%
Gay-Lussac Microcaps Europe 9.49%
Tocqueville Euro Equity ISR 9.39%
Ecofi Smart Transition 9.33%
Lazard Small Caps France 9.26%
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%
Fidelity Europe 5.73%
Mirova Europe Environmental Equity 5.02%
Dorval Drivers Europe 4.11%
ADS Venn Collective Alpha Europe 3.30%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.18%
LFR Euro Développement Durable ISR 0.83%
Norden SRI 0.62%
Amplegest Pricing Power Grand Prix de la Finance -0.03%
CPR Croissance Dynamique -0.81%
VEGA France Opportunités ISR -0.89%
Tocqueville Croissance Euro ISR -0.90%
Eiffel Nova Europe ISR -0.91%
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 22.19%
Carmignac Portfolio Credit 5.11%
IVO Global High Yield 5.02%
Axiom Obligataire Grand Prix de la Finance 4.80%
Axiom Emerging Markets Corporate Bonds 4.65%
Income Euro Sélection 4.55%
Omnibond 3.99%
IVO EM Corporate Debt UCITS 3.93%
Tikehau European High Yield 3.79%
Jupiter Dynamic Bond 3.74%
IVO EM Corporate Debt Short Duration SRI 3.70%
DNCA Invest Credit Conviction 3.61%
Axiom Short Duration Bond 3.34%
Schelcher Global Yield 2028 3.28%
La Française Credit Innovation 3.26%
R-co Conviction Credit Euro 3.14%
Ostrum SRI Crossover 3.12%
SLF (LUX) Bond High Yield Opportunity 2026 3.06%
Ofi Invest Alpha Yield 3.06%
Tikehau 2029 3.01%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.98%
Ofi Invest High Yield 2029 2.98%
Alken Fund Income Opportunities 2.85%
La Française Rendement Global 2028 2.74%
Tikehau 2027 2.70%
Tailor Crédit Rendement Cible 2.63%
FTGF Brandywine Global Income Optimiser Fund 2.61%
Pluvalca Credit Opportunities 2028 2.61%
Mandarine Credit Opportunities 2.59%
Auris Euro Rendement 2.56%
Lazard Credit Opportunities 2.52%
Tailor Credit 2028 2.39%
M All Weather Bonds 2.28%
Auris Investment Grade 2.27%
Eiffel Rendement 2028 2.23%
Groupama Alpha Fixed Income Plus 1.99%
Richelieu Euro Credit Unconstrained 1.91%
EdR Fund Bond Allocation 1.66%
Epsilon Euro Bond 1.25%
Sanso Short Duration 1.09%
LO Funds - Short-Term Money Market CHF 0.49%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.50%
AXA IM FIIS US Short Duration High Yield -6.94%
Amundi Cash USD -8.10%