CAC 40 Perf Jour Perf Ytd
8041.05 +1.14% +8.86%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.22%
H2O Moderato 20.70%
Ginjer Actifs 360 Grand Prix de la Finance 19.94%
Moneta Long Short 19.74%
Clartan Valeurs 16.59%
BDL Rempart Grand Prix de la Finance 14.24%
R-co Valor Grand Prix de la Finance 14.13%
Claresco Allocation Flexible 13.52%
AXA WF Global Optimal Income 13.07%
Carmignac Patrimoine 12.07%
M&G (Lux) Dynamic Allocation Fund 11.56%
ELEVA Global Multi Opportunities 11.38%
R-co Valor Balanced Grand Prix de la Finance 9.47%
ELEVA AR - Dynamic 9.30%
Dorval Convictions 9.20%
Ruffer Total Return International 8.72%
Sienna Diversifié Flexible Monde 8.62%
VEGA Patrimoine ISR 8.29%
Russell Inv. MAGS 8.14%
First Eagle Amundi International Fund 7.99%
GIS Global Multi Asset Income 7.90%
Mandarine Solution 7.69%
Ofi Invest ESG MultiTrack 7.39%
Auris Diversified Beta 7.36%
Elkano Global Fund 7.08%
Eurose Grand Prix de la Finance 7.06%
BNY Mellon Global Real Return Fund (EUR) 7.00%
Exane Ceres 6.76%
Dorval Global Allocation 6.32%
Nova Dynamique 5.50%
VALBOA Exclusif 4.77%
Sycomore Next Generation 4.47%
IDE Dynamic World Flexible 4.08%
Tikehau International Cross Assets 4.07%
Echiquier ARTY SRI Grand Prix de la Finance 3.99%
DNCA Invest Evolutif 3.93%
Trusteam Optimum 3.19%
Tailor Allocation Defensive Grand Prix de la Finance 2.89%
VEGA Euro Rendement ISR 2.77%
Monocle Fund 2.05%
ACATIS Value Event 0.75%
ODDO BHF Polaris Balanced -0.55%
Mansartis Investissements ISR -1.93%
Gay-Lussac Europe Flex -3.78%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 80.36%
R-co Thematic Blockchain Global Equity 25.22%
Jupiter Financial Innovation 25.02%
GemEquity 22.60%
Candriam Equities L Robotics & Innovative Technology 20.59%
Aperture European Innovation 19.62%
Echiquier Artificial Intelligence Grand Prix de la Finance 19.50%
Piquemal Houghton Global Equities 18.48%
Digital Stars Europe 16.70%
Carmignac Investissement Grand Prix de la Finance 16.65%
Sienna Actions Bas Carbone 13.99%
Auris Gravity US Equity Fund 13.55%
Sycomore Sustainable Tech 13.21%
Athymis Industrie 4.0 12.68%
HMG Globetrotter 12.14%
BNP Paribas Funds Disruptive Technology 10.21%
Square Megatrends Champions 9.88%
Candriam Equities L Oncology 9.42%
Groupama Global Active Equity 9.37%
Groupama Global Disruption 9.33%
AXA Aedificandi 8.78%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.56%
EdRS Global Resilience 8.49%
Franklin Technology Fund 7.44%
FTGF ClearBridge Infrastructure Value 7.34%
ODDO BHF Artificial Intelligence 7.32%
Fidelity Global Technology 7.26%
R-co Thematic Real Estate 6.97%
Eurizon Fund Equity Innovation 6.87%
Sienna Actions Internationales 5.75%
Thematics AI and Robotics 5.56%
JPMorgan Funds - US Technology 5.38%
Pictet - Digital 5.32%
GIS Sycomore Ageing Population 4.68%
Echiquier World Equity Growth Grand Prix de la Finance 4.58%
Mandarine Global Transition 4.56%
Palatine Amérique 4.41%
EdR Fund Big Data Grand Prix de la Finance 4.20%
Echiquier Global Tech 3.66%
Russell Inv. World Equity Fund 3.23%
CPR Invest Climate Action 2.97%
Janus Henderson Horizon Global Sustainable Equity Fund 2.90%
Sanso Smart Climate Grand Prix de la Finance 2.53%
JPMorgan Funds - Global Dividend 2.36%
Covéa Ruptures 2.24%
DNCA Invest Beyond Semperosa 2.10%
Claresco USA 1.15%
Mirova Global Sustainable Equity 0.84%
Covéa Actions Monde 0.58%
BNP Paribas Aqua Grand Prix de la Finance 0.34%
Comgest Monde Grand Prix de la Finance -0.15%
CPR Global Disruptive Opportunities -0.25%
Thematics Water -0.39%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.40%
Loomis Sayles U.S. Growth Equity -0.91%
Ofi Invest Grandes Marques -1.25%
AXA WF Robotech -2.10%
MS INVF Global Opportunity -2.46%
Pictet - Water Grand Prix de la Finance -3.19%
M&G (Lux) Global Dividend Fund -3.27%
JPMorgan Funds - America Equity -3.49%
FTGF Royce US Small Cap Opportunity Fund -3.74%
BNP Paribas US Small Cap -4.16%
ODDO BHF Global Equity Stars -4.58%
Franklin U.S. Opportunities Fund -4.97%
Athymis Millennial -5.24%
Thematics Meta -5.29%
Pictet - Security -5.42%
EdR Fund Healthcare -5.56%
MS INVF Global Brands -12.77%
Franklin India Fund -13.55%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 11.76%
Jupiter Merian Global Equity Absolute Return 9.34%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.52%
Sienna Performance Absolue Défensif 6.86%
M&G (Lux) Episode Macro Fund 6.80%
Pictet TR - Atlas 6.27%
Syquant Capital - Helium Selection 6.19%
Fidelity Absolute Return Global Equity Fund 5.93%
BNP Paribas Global Absolute Return Bond 5.65%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.94%
Cigogne UCITS Credit Opportunities 4.36%
Exane Pleiade 3.88%
AXA WF Euro Credit Total Return 3.79%
Candriam Bonds Credit Alpha 2.18%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.25%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

CGP & sociétés de gestion : quelques conseils pour le succès de vos fonds dédiés…

Le cabinet de conseil en gestion de patrimoine Placium (groupe K&P Finance) a été créé en 2003 et anime plus de 2500 clients avec un encours financier supérieur à  200 millions €. Depuis le 15 juin 2020, la gestion de son fonds dédié nommé « Kilimandjaro » a été confiée à  Auris Gestion (2,2 milliards € sous gestion) dans le cadre de son activité d’asset management sous la marque « Salamandre by Auris Gestion ».

Publié le 23 juillet 2020

CGP & sociétés de gestion : quelques conseils pour le succès de vos fonds dédiés…

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 51.62%
Alken Fund Small Cap Europe 48.74%
Indépendance Europe Small Grand Prix de la Finance 37.75%
Tailor Actions Avenir ISR 29.72%
Tocqueville Value Euro ISR 25.69%
JPMorgan Euroland Dynamic 24.49%
Uzès WWW Perf 22.10%
Groupama Opportunities Europe 21.61%
Moneta Multi Caps Grand Prix de la Finance 21.07%
IDE Dynamic Euro 19.91%
BDL Convictions Grand Prix de la Finance 18.71%
Tocqueville Euro Equity ISR 16.52%
Quadrige France Smallcaps 16.32%
Indépendance France Small & Mid Grand Prix de la Finance 16.04%
Ecofi Smart Transition 15.64%
R-co 4Change Net Zero Equity Euro 14.64%
DNCA Invest Archer Mid-Cap Europe 13.51%
VALBOA Engagement ISR 13.41%
Tikehau European Sovereignty 13.31%
Mandarine Premium Europe 12.40%
Sycomore Sélection Responsable 12.38%
Covéa Perspectives Entreprises 10.97%
EdR SICAV Tricolore Convictions 10.66%
Sycomore Europe Happy @ Work 10.46%
Lazard Small Caps Euro 9.65%
Europe Income Family 9.34%
Mandarine Europe Microcap 8.85%
Groupama Avenir PME Europe 8.41%
Fidelity Europe 8.22%
Mirova Europe Environmental Equity 7.34%
ADS Venn Collective Alpha Europe 7.28%
Gay-Lussac Microcaps Europe 7.08%
HMG Découvertes 4.99%
Tocqueville Croissance Euro ISR 4.64%
CPR Croissance Dynamique 4.44%
Norden SRI 4.33%
ELEVA Leaders Small & Mid Cap Europe 4.21%
Dorval Drivers Europe 4.01%
Mandarine Unique 3.87%
VEGA France Opportunités ISR 3.64%
LFR Euro Développement Durable ISR 3.25%
VEGA Europe Convictions ISR 2.83%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 0.67%
Amplegest Pricing Power Grand Prix de la Finance 0.33%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.10%
Eiffel Nova Europe ISR -7.12%
DNCA Invest SRI Norden Europe -7.30%
ADS Venn Collective Alpha US -7.50%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.87%
Axiom Emerging Markets Corporate Bonds 6.85%
IVO Global High Yield 6.36%
Carmignac Portfolio Credit 6.15%
Axiom Obligataire Grand Prix de la Finance 6.08%
IVO EM Corporate Debt UCITS 6.07%
Lazard Credit Fi SRI 5.52%
LO Fallen Angels 5.37%
IVO EM Corporate Debt Short Duration SRI 5.26%
Income Euro Sélection 5.10%
Jupiter Dynamic Bond 5.08%
EdR SICAV Financial Bonds 4.97%
FTGF Brandywine Global Income Optimiser Fund 4.94%
Lazard Credit Opportunities 4.88%
Omnibond 4.65%
DNCA Invest Credit Conviction 4.59%
Axiom Short Duration Bond 4.48%
Schelcher Global Yield 2028 4.44%
La Française Credit Innovation 4.20%
Tikehau European High Yield 4.05%
EdR SICAV Short Duration Credit 3.94%
R-co Conviction Credit Euro 3.93%
Ofi Invest High Yield 2029 3.91%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.89%
Ostrum SRI Crossover 3.84%
Alken Fund Income Opportunities 3.77%
Ofi Invest Alpha Yield 3.65%
Hugau Obli 1-3 3.61%
Tikehau 2029 3.58%
Hugau Obli 3-5 3.51%
La Française Rendement Global 2028 3.40%
M All Weather Bonds 3.36%
Auris Investment Grade 3.33%
EdR SICAV Millesima 2030 3.25%
Tikehau 2027 3.20%
Pluvalca Credit Opportunities 2028 3.19%
SLF (F) Opportunité High Yield 2028 3.06%
Tailor Crédit Rendement Cible 3.06%
Auris Euro Rendement 2.98%
EdR Fund Bond Allocation 2.84%
Tailor Credit 2028 2.74%
Eiffel Rendement 2028 2.39%
Mandarine Credit Opportunities 2.19%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.46%
LO Funds - Short-Term Money Market CHF 0.66%
AXA IM FIIS US Short Duration High Yield -5.87%
Amundi Cash USD -7.12%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.06%