CAC 40 Perf Jour Perf Ytd
8311.74 -0.35% +1.99%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 8.18%
H2O Multistrategies 8.11%
Clartan Valeurs Grand Prix de la Finance 8.08%
Ginjer Actifs 360 Grand Prix de la Finance 5.80%
First Eagle Amundi International Fund 5.55%
Nova Dynamique 4.87%
H2O Moderato Grand Prix de la Finance 4.63%
Mandarine Solution 3.77%
Varenne Global 3.69%
GIS Global Multi Asset Income 3.64%
BNY Mellon Global Real Return Fund (EUR) 3.61%
M&G (Lux) Dynamic Allocation Fund 3.55%
Elkano Global Fund 3.31%
Russell Inv. MAGS 2.94%
Dorval Convictions 2.66%
GF Ambition Solidaire 2.66%
Varenne Valeur 2.42%
DNCA Invest Evolutif 2.28%
Moneta Long Short 2.28%
Dorval Global Allocation 2.11%
Eurose Grand Prix de la Finance 2.01%
Claresco Allocation Flexible 1.97%
Echiquier ARTY SRI Grand Prix de la Finance 1.79%
Sienna Diversifié Flexible Monde 1.72%
VEGA Euro Rendement ISR Grand Prix de la Finance 1.69%
AXA WF Global Optimal Income 1.65%
VEGA Patrimoine ISR 1.36%
Trusteam Optimum 1.00%
Carmignac Patrimoine Grand Prix de la Finance 0.87%
Tikehau International Cross Assets 0.68%
Tailor Allocation Defensive Grand Prix de la Finance 0.63%
R-co Valor Balanced Grand Prix de la Finance 0.55%
ODDO BHF Polaris Balanced 0.35%
ELEVA Global Multi Opportunities 0.18%
R-co Valor Grand Prix de la Finance 0.14%
Mansartis Investissements ISR -0.11%
ACATIS Value Event -2.74%
IDE Dynamic World Flexible -3.04%
Exane Ceres -4.05%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 20.73%
CPR Invest Global Gold Mines 13.30%
SKAGEN Kon-Tiki 12.44%
Pictet - Clean Energy Transition 11.88%
Templeton Emerging Markets Fund 11.81%
GemEquity 10.71%
BNP Paribas Aqua 10.39%
Aperture European Innovation 10.25%
Longchamp Dalton Japan Long Only 9.98%
IAM Space 9.79%
FTGF ClearBridge Infrastructure Value Fund 9.38%
Piquemal Houghton Global Equities Grand Prix de la Finance 7.52%
Thematics Water 6.78%
HMG Globetrotter 6.77%
Athymis Industrie 4.0 6.35%
M&G (Lux) European Strategic Value Fund 6.03%
H2O Multiequities 5.99%
Mandarine Global Transition 5.63%
AXA Aedificandi 5.57%
M&G (Lux) Global Dividend Fund 5.55%
Groupama Global Disruption 4.92%
BNP Paribas US Small Cap 4.41%
JPMorgan Funds - Global Dividend 3.77%
Groupama Global Active Equity 3.71%
EdR SICAV Global Resilience 3.54%
R-co Thematic Real Estate Grand Prix de la Finance 3.33%
Sycomore Sustainable Tech 3.05%
Sienna Actions Bas Carbone 2.92%
DNCA Invest Sustain Semperosa 2.56%
Candriam Equities L Robotics & Innovative Technology 2.22%
Palatine Amérique 1.89%
GIS Sycomore Ageing Population 1.77%
Claresco USA 1.76%
EdR Fund Healthcare 0.92%
Candriam Equities L Oncology 0.41%
Sienna Actions Internationales 0.30%
JPMorgan Funds - America Equity 0.22%
Echiquier World Equity Growth -0.58%
FTGF Putnam US Research Fund -0.84%
Athymis Millennial -0.91%
Auris Gravity US Equity Fund -2.11%
Mirova Global Sustainable Equity -2.15%
Fidelity Global Technology -2.17%
Echiquier Global Tech -2.47%
Carmignac Investissement -2.50%
BNP Paribas Funds Disruptive Technology -2.79%
Pictet-Robotics -2.92%
Ofi Invest Grandes Marques -3.04%
EdR Fund Big Data Grand Prix de la Finance -3.29%
Thematics Meta -3.66%
Thematics AI and Robotics -4.12%
Franklin Technology Fund -4.15%
Comgest Monde Grand Prix de la Finance -4.50%
Square Megatrends Champions -5.33%
ODDO BHF Artificial Intelligence -6.07%
Echiquier Artificial Intelligence Grand Prix de la Finance -6.98%
Loomis Sayles U.S. Growth Equity -8.42%
Pictet - Digital -11.27%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -12.95%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 3.83%
Pictet TR - Sirius 2.88%
ELEVA Absolute Return Dynamic 2.79%
H2O Adagio 2.43%
Pictet TR - Atlas 1.91%
Candriam Absolute Return Equity Market Neutral 1.37%
ELEVA Global Bonds Opportunities 1.29%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.24%
AXA WF Euro Credit Total Return 1.23%
Alken Fund Absolute Return Europe 1.08%
Schelcher Optimal Income 1.07%
Sienna Performance Absolue Défensif 0.96%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.81%
Cigogne UCITS Credit Opportunities 0.55%
JPMorgan Funds - Europe Equity Absolute Alpha 0.39%
Candriam Bonds Credit Alpha 0.38%
BNP Paribas Global Absolute Return Bond 0.36%
MacroSphere Global Fund -0.41%
Fidelity Absolute Return Global Equity Fund -1.09%
Jupiter Merian Global Equity Absolute Return -1.17%
Exane Pleiade Grand Prix de la Finance -1.67%
RAM European Market Neutral Equities -2.08%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

Les conseils du président de Fidroit pour relever les défis du métier de CGP

Invité dans le cadre de la conférence gestion de patrimoine du Cercle Lab, Olivier Rozenfeld a évoqué la place incontestable du conseil comme valeur ajoutée dans le nouveau modèle qui se profile. Retour, en interview, sur l’intervention du président de Fidroit sur les grands enjeux à  venir.

Publié le 08 mars 2019

Les conseils du président de Fidroit pour relever les défis du métier de CGP

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
BDL Convictions Grand Prix de la Finance 8.43%
Ginjer Detox European Equity 7.75%
Arc Actions Rendement 5.95%
CPR Invest - European Strategic Autonomy 5.61%
Indépendance Europe Mid 5.45%
Groupama Opportunities Europe 5.37%
Mandarine Premium Europe 5.23%
Chahine Funds - Equity Continental Europe 5.20%
JPMorgan Euroland Dynamic 4.82%
Sycomore Europe Happy @ Work 4.72%
Tikehau European Sovereignty 4.59%
Echiquier Agenor SRI Mid Cap Europe 4.31%
Sycomore Sélection Responsable 4.25%
Pluvalca Initiatives PME 4.09%
Fidelity Europe 3.75%
Tocqueville Euro Equity ISR 3.61%
R-co 4Change Net Zero Equity Euro 2.95%
IDE Dynamic Euro 2.93%
Europe Income Family 2.87%
Mandarine Unique 2.44%
Tocqueville Croissance Euro ISR 2.43%
Tailor Actions Entrepreneurs 2.34%
Moneta Multi Caps Grand Prix de la Finance 2.27%
Gay-Lussac Microcaps Europe 2.15%
Indépendance France Small & Mid Grand Prix de la Finance 2.10%
Amplegest Pricing Power Grand Prix de la Finance 2.00%
VEGA Europe Convictions ISR 1.99%
Tocqueville Value Euro ISR 1.80%
VALBOA Engagement 1.75%
INOCAP France Smallcaps 1.70%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 1.67%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 1.63%
Maxima 1.45%
Alken European Opportunities 1.45%
Mandarine Europe Microcap 1.40%
VEGA France Opportunités ISR 1.38%
Uzès WWW Perf 0.93%
LFR Inclusion Responsable ISR 0.87%
HMG Découvertes 0.65%
Axiom European Banks Equity 0.21%
ODDO BHF Active Small Cap -0.05%
Tailor Actions Avenir ISR -0.32%
Lazard Small Caps Euro -0.71%
Dorval Drivers Europe -1.45%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -1.85%
DNCA Invest SRI Norden Europe -1.94%
Groupama Avenir PME Europe Grand Prix de la Finance -3.35%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 8.31%
Templeton Global Total Return Fund 3.77%
Jupiter Dynamic Bond 2.12%
LO Funds - Short-Term Money Market CHF 1.94%
Lazard Credit Opportunities 1.76%
CPR Absolute Return Bond 1.53%
M&G (Lux) Emerging Markets Bond Fund 1.50%
IVO EM Corporate Debt Short Duration SRI 1.43%
R-co Conviction Credit Euro Grand Prix de la Finance 1.25%
Carmignac Portfolio Credit 1.18%
Axiom Obligataire Grand Prix de la Finance 1.16%
EdR SICAV Financial Bonds 1.15%
Lazard Credit Fi SRI 1.07%
EdR Fund Bond Allocation 1.07%
Omnibond 1.06%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.03%
Lazard Euro Short Duration Income Opportunities SRI 0.99%
DNCA Invest Credit Conviction 0.94%
Axiom Emerging Markets Corporate Bonds 0.93%
Mandarine Credit Opportunities 0.89%
Hugau Obli 3-5 0.89%
Ostrum Euro High Income Fund 0.85%
IVO Global High Yield 0.84%
M International Convertible 2028 0.81%
Tailor Crédit Rendement Cible 0.80%
Ofi Invest Alpha Yield 0.76%
LO Fallen Angels 0.73%
Hugau Obli 1-3 0.71%
Ostrum SRI Crossover 0.65%
Franklin Euro Short Duration Bond Fund 0.63%
Auris Euro Rendement 0.60%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.55%
Tikehau European High Yield 0.55%
Sycoyield 2030 0.54%
Axiom Short Duration Bond 0.54%
Tikehau 2031 0.53%
Income Euro Sélection 0.48%
EdR SICAV Millesima 2030 0.47%
EdR SICAV Short Duration Credit 0.45%
La Française Credit Innovation 0.32%
Eiffel High Yield Low Carbon 0.27%
SLF (F) Opportunité High Yield 2028 0.20%
Eiffel Rendement 2030 0.02%
Amundi Cash USD -0.42%