CAC 40 Perf Jour Perf Ytd
7834.58 +0.21% +6.15%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.38%
BDL Rempart Grand Prix de la Finance 17.15%
H2O Moderato 17.01%
Ginjer Actifs 360 Grand Prix de la Finance 15.87%
Moneta Long Short 14.52%
Claresco Allocation Flexible 9.97%
Exane Ceres 8.79%
Dorval Convictions 8.54%
Clartan Valeurs 8.39%
Carmignac Patrimoine 8.10%
VEGA Patrimoine ISR 7.02%
Auris Diversified Beta 6.63%
R-co Valor Grand Prix de la Finance 6.36%
AXA WF Global Optimal Income 6.32%
Eurose Grand Prix de la Finance 6.24%
ELEVA Global Multi Opportunities 6.24%
Ruffer Total Return International 6.16%
M&G (Lux) Dynamic Allocation Fund 5.97%
Sienna Diversifié Flexible Monde 5.48%
ELEVA AR - Dynamic 5.46%
R-co Valor Balanced Grand Prix de la Finance 4.65%
Ofi Invest ESG MultiTrack 4.62%
Dorval Global Allocation 3.86%
BNY Mellon Global Real Return Fund (EUR) 3.77%
Mandarine Solution 3.67%
Monocle Fund 3.38%
Echiquier ARTY SRI Grand Prix de la Finance 3.21%
Russell Inv. MAGS 3.09%
Sycomore Next Generation 3.03%
Tikehau International Cross Assets 3.03%
Elkano Global Fund 2.79%
GIS Global Multi Asset Income 2.74%
Trusteam Optimum 2.57%
DNCA Invest Evolutif 2.51%
Gay-Lussac Europe Flex 2.35%
VEGA Euro Rendement ISR 2.17%
Tailor Allocation Defensive Grand Prix de la Finance 2.06%
ACATIS Value Event 0.47%
Lazard Patrimoine SRI -0.06%
VALBOA Exclusif -0.53%
First Eagle Amundi International Fund -0.70%
IDE Dynamic World Flexible -0.82%
ODDO BHF Polaris Balanced -1.00%
Nova Dynamique -2.63%
Mansartis Investissements ISR -2.64%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 36.96%
Jupiter Financial Innovation 19.76%
Digital Stars Europe 16.09%
R-co Thematic Blockchain Global Equity 14.40%
Aperture European Innovation 13.58%
Sienna Actions Bas Carbone 10.53%
R-co Thematic Real Estate 10.04%
Auris Gravity US Equity Fund 9.91%
Candriam Equities L Robotics & Innovative Technology 9.81%
AXA Aedificandi 9.73%
Piquemal Houghton Global Equities 9.49%
Athymis Industrie 4.0 8.29%
Carmignac Investissement Grand Prix de la Finance 5.74%
Echiquier Artificial Intelligence Grand Prix de la Finance 5.00%
HMG Globetrotter 4.47%
Sycomore Sustainable Tech 4.02%
GIS Sycomore Ageing Population 3.68%
Square Megatrends Champions 3.54%
FTGF ClearBridge Infrastructure Value 3.21%
Pictet - Digital 2.32%
Janus Henderson Horizon Global Sustainable Equity Fund 2.24%
DNCA Invest Beyond Semperosa 1.94%
MS INVF Global Opportunity 1.68%
Mandarine Global Transition 1.36%
EdR Fund Big Data Grand Prix de la Finance 1.13%
Fidelity Global Technology 0.55%
Candriam Equities L Oncology 0.36%
JPMorgan Funds - Global Dividend 0.10%
VIA Smart Equity World -0.12%
Franklin Technology Fund -0.57%
CPR Invest Climate Action -0.61%
Sienna Actions Internationales -0.62%
BNP Paribas Aqua Grand Prix de la Finance -0.75%
Thematics AI and Robotics -0.94%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.96%
Groupama Global Active Equity -1.20%
ODDO BHF Artificial Intelligence -1.56%
Thematics Water -1.60%
Echiquier World Equity Growth Grand Prix de la Finance -1.95%
Sanso Smart Climate Grand Prix de la Finance -1.96%
Pictet - Clean Energy Transition Grand Prix de la Finance -2.07%
JPMorgan Funds - US Technology -2.20%
Eurizon Fund Equity Innovation -2.40%
Pictet - Water Grand Prix de la Finance -2.64%
Russell Inv. World Equity Fund -2.86%
Pictet - Security -3.11%
Comgest Monde Grand Prix de la Finance -3.18%
Echiquier Global Tech -3.18%
Mirova Global Sustainable Equity -3.41%
JPMorgan Funds - Global Select Equity -3.70%
Loomis Sayles U.S. Growth Equity -3.80%
BNP Paribas Funds Disruptive Technology -3.84%
Covéa Ruptures -3.87%
Thematics Meta -3.97%
M&G (Lux) Global Dividend Fund -4.29%
Ofi Invest Grandes Marques -4.59%
Groupama Global Disruption -5.06%
ODDO BHF Global Equity Stars -5.08%
Covéa Actions Monde -5.16%
EdR Fund US Value -5.60%
AXA WF Robotech -6.17%
Franklin U.S. Opportunities Fund -6.28%
MS INVF Global Brands -6.33%
CPR Global Disruptive Opportunities -7.10%
Athymis Millennial -7.40%
EdR Fund Healthcare -7.47%
JPMorgan Funds - America Equity -7.69%
Claresco USA -7.87%
BNP Paribas US Small Cap -9.70%
FTGF Royce US Small Cap Opportunity Fund -10.55%
Franklin India Fund -12.34%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Adagio 6.34%
RAM European Market Neutral Equities 5.87%
Pictet TR - Atlas Titan 5.55%
BNP Paribas Global Absolute Return Bond 5.39%
Jupiter Merian Global Equity Absolute Return 5.30%
Sienna Performance Absolue Défensif 4.82%
Syquant Capital - Helium Selection 4.69%
M&G (Lux) Episode Macro Fund 3.18%
Pictet TR - Atlas 3.17%
Cigogne UCITS Credit Opportunities 3.16%
Exane Pleiade 3.12%
AXA WF Euro Credit Total Return 2.90%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.87%
Candriam Bonds Credit Alpha 1.80%
Fidelity Absolute Return Global Equity Fund 1.19%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -1.24%

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

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.90%
Axiom European Banks Equity Grand Prix de la Finance 39.98%
Indépendance Europe Small Grand Prix de la Finance 37.08%
Tailor Actions Avenir ISR 27.23%
VALBOA Engagement ISR 25.08%
Quadrige France Smallcaps 24.97%
Indépendance France Small & Mid Grand Prix de la Finance 22.89%
Tocqueville Value Euro ISR 21.07%
BDL Convictions Grand Prix de la Finance 21.04%
Uzès WWW Perf 20.12%
Groupama Opportunities Europe 19.03%
Moneta Multi Caps Grand Prix de la Finance 18.27%
Covéa Perspectives Entreprises 17.88%
DNCA Invest Archer Mid-Cap Europe 17.24%
Richelieu Family 15.87%
Mandarine Premium Europe 15.78%
R-co 4Change Net Zero Equity Euro 14.17%
Europe Income Family 13.68%
EdR SICAV Tricolore Convictions 12.20%
Mandarine Europe Microcap 12.05%
Ecofi Smart Transition 11.99%
Tocqueville Euro Equity ISR 11.70%
Lazard Small Caps France 10.95%
Gay-Lussac Microcaps Europe 10.48%
Sycomore Europe Eco Solutions 9.33%
ELEVA Leaders Small & Mid Cap Europe 8.82%
HMG Découvertes 8.63%
Mandarine Unique 8.59%
Sycomore Europe Happy @ Work 8.23%
Dorval Drivers Europe 7.44%
Mirova Europe Environmental Equity 7.26%
Fidelity Europe 7.23%
ADS Venn Collective Alpha Europe 6.48%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 5.39%
Norden SRI 5.07%
LFR Euro Développement Durable ISR 4.02%
Amplegest Pricing Power Grand Prix de la Finance 2.38%
VEGA France Opportunités ISR 2.29%
Tocqueville Croissance Euro ISR 1.62%
Eiffel Nova Europe ISR 1.43%
VEGA Europe Convictions ISR 1.31%
DNCA Invest SRI Norden Europe 0.04%
CPR Croissance Dynamique -1.15%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.53%
ADS Venn Collective Alpha US -10.29%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 19.31%
IVO Global High Yield 4.67%
Axiom Obligataire Grand Prix de la Finance 4.42%
Income Euro Sélection 4.36%
Carmignac Portfolio Credit 4.29%
Axiom Emerging Markets Corporate Bonds 4.19%
Omnibond 3.67%
Tikehau European High Yield 3.48%
IVO EM Corporate Debt UCITS 3.41%
IVO EM Corporate Debt Short Duration SRI 3.36%
Axiom Short Duration Bond 3.12%
La Française Credit Innovation 3.08%
Schelcher Global Yield 2028 3.00%
SLF (LUX) Bond High Yield Opportunity 2026 2.97%
DNCA Invest Credit Conviction 2.94%
Ostrum SRI Crossover 2.93%
Ofi Invest High Yield 2029 2.85%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.83%
R-co Conviction Credit Euro 2.75%
Tikehau 2029 2.75%
Ofi Invest Alpha Yield 2.70%
La Française Rendement Global 2028 2.67%
Mandarine Credit Opportunities 2.62%
Jupiter Dynamic Bond 2.58%
Tikehau 2027 2.54%
Pluvalca Credit Opportunities 2028 2.53%
Auris Investment Grade 2.49%
Alken Fund Income Opportunities 2.42%
Tailor Crédit Rendement Cible 2.40%
Tailor Credit 2028 2.35%
Auris Euro Rendement 2.35%
FTGF Brandywine Global Income Optimiser Fund 2.04%
Groupama Alpha Fixed Income Plus 1.93%
Eiffel Rendement 2028 1.84%
M All Weather Bonds 1.64%
Richelieu Euro Credit Unconstrained 1.62%
EdR Fund Bond Allocation 1.11%
Lazard Credit Opportunities 1.08%
Sanso Short Duration 0.97%
Epsilon Euro Bond 0.43%
LO Funds - Short-Term Money Market CHF 0.40%
Goldman Sachs Yen Liquid Reserves Fund Institutional -6.04%
AXA IM FIIS US Short Duration High Yield -8.37%
Amundi Cash USD -9.52%