CAC 40 Perf Jour Perf Ytd
7810.83 -0.65% +5.83%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 21.33%
BDL Rempart Grand Prix de la Finance 17.43%
H2O Moderato 16.03%
Ginjer Actifs 360 Grand Prix de la Finance 15.48%
Moneta Long Short 15.15%
Claresco Allocation Flexible 10.50%
Clartan Valeurs 9.18%
Dorval Convictions 8.65%
Exane Ceres 8.62%
Carmignac Patrimoine 8.61%
R-co Valor Grand Prix de la Finance 7.24%
VEGA Patrimoine ISR 7.14%
Auris Diversified Beta 6.74%
M&G (Lux) Dynamic Allocation Fund 6.67%
AXA WF Global Optimal Income 6.49%
Eurose Grand Prix de la Finance 6.36%
ELEVA Global Multi Opportunities 6.31%
ELEVA AR - Dynamic 6.20%
Ruffer Total Return International 6.18%
Sienna Diversifié Flexible Monde 5.96%
R-co Valor Balanced Grand Prix de la Finance 4.88%
Ofi Invest ESG MultiTrack 4.51%
Monocle Fund 4.42%
BNY Mellon Global Real Return Fund (EUR) 3.95%
Dorval Global Allocation 3.81%
Russell Inv. MAGS 3.54%
Mandarine Solution 3.39%
Sycomore Next Generation 3.29%
GIS Global Multi Asset Income 3.19%
Echiquier ARTY SRI Grand Prix de la Finance 3.09%
Tikehau International Cross Assets 3.04%
Elkano Global Fund 3.01%
DNCA Invest Evolutif 2.86%
Trusteam Optimum 2.57%
Tailor Allocation Defensive Grand Prix de la Finance 2.42%
VEGA Euro Rendement ISR 2.05%
Gay-Lussac Europe Flex 1.85%
ACATIS Value Event 0.44%
IDE Dynamic World Flexible 0.31%
VALBOA Exclusif 0.30%
Lazard Patrimoine SRI 0.28%
First Eagle Amundi International Fund 0.11%
ODDO BHF Polaris Balanced -0.33%
Mansartis Investissements ISR -1.97%
Nova Dynamique -2.12%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 37.53%
Jupiter Financial Innovation 22.00%
Digital Stars Europe 15.97%
Aperture European Innovation 13.93%
R-co Thematic Blockchain Global Equity 11.16%
Candriam Equities L Robotics & Innovative Technology 10.81%
Sienna Actions Bas Carbone 10.52%
Auris Gravity US Equity Fund 10.03%
Athymis Industrie 4.0 9.79%
Piquemal Houghton Global Equities 9.60%
AXA Aedificandi 9.52%
R-co Thematic Real Estate 8.92%
Echiquier Artificial Intelligence Grand Prix de la Finance 7.98%
Carmignac Investissement Grand Prix de la Finance 7.82%
Sycomore Sustainable Tech 6.94%
HMG Globetrotter 5.28%
FTGF ClearBridge Infrastructure Value 4.69%
Square Megatrends Champions 4.57%
Pictet - Digital 4.25%
Janus Henderson Horizon Global Sustainable Equity Fund 3.82%
GIS Sycomore Ageing Population 3.61%
Franklin Technology Fund 2.73%
Fidelity Global Technology 2.63%
Mandarine Global Transition 2.62%
Thematics AI and Robotics 2.41%
MS INVF Global Opportunity 2.10%
DNCA Invest Beyond Semperosa 1.97%
EdR Fund Big Data Grand Prix de la Finance 1.90%
JPMorgan Funds - Global Dividend 1.72%
VIA Smart Equity World 1.35%
Pictet - Clean Energy Transition Grand Prix de la Finance 0.93%
ODDO BHF Artificial Intelligence 0.85%
CPR Invest Climate Action 0.83%
Groupama Global Active Equity 0.54%
JPMorgan Funds - US Technology 0.53%
Sienna Actions Internationales 0.15%
BNP Paribas Aqua Grand Prix de la Finance 0.13%
BNP Paribas Funds Disruptive Technology 0.01%
Sanso Smart Climate Grand Prix de la Finance -0.02%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.15%
Pictet - Security -0.19%
Echiquier Global Tech -0.43%
Thematics Water -0.47%
Eurizon Fund Equity Innovation -0.66%
Echiquier World Equity Growth Grand Prix de la Finance -1.11%
Pictet - Water Grand Prix de la Finance -1.18%
Russell Inv. World Equity Fund -1.27%
Candriam Equities L Oncology -1.54%
Covéa Ruptures -1.87%
Comgest Monde Grand Prix de la Finance -1.91%
Groupama Global Disruption -2.19%
Thematics Meta -2.47%
Mirova Global Sustainable Equity -2.51%
Loomis Sayles U.S. Growth Equity -2.55%
JPMorgan Funds - Global Select Equity -2.59%
M&G (Lux) Global Dividend Fund -3.06%
Ofi Invest Grandes Marques -3.32%
ODDO BHF Global Equity Stars -3.52%
AXA WF Robotech -3.79%
Covéa Actions Monde -4.04%
Franklin U.S. Opportunities Fund -4.33%
CPR Global Disruptive Opportunities -4.60%
MS INVF Global Brands -4.69%
JPMorgan Funds - America Equity -5.35%
EdR Fund US Value -5.42%
Athymis Millennial -5.54%
Claresco USA -5.77%
EdR Fund Healthcare -6.90%
BNP Paribas US Small Cap -7.26%
FTGF Royce US Small Cap Opportunity Fund -9.44%
Franklin India Fund -12.17%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 6.28%
RAM European Market Neutral Equities 6.11%
H2O Adagio 6.03%
Pictet TR - Atlas Titan 5.65%
BNP Paribas Global Absolute Return Bond 5.22%
Sienna Performance Absolue Défensif 5.22%
Syquant Capital - Helium Selection 4.81%
M&G (Lux) Episode Macro Fund 4.17%
Cigogne UCITS Credit Opportunities 3.41%
DNCA Invest Alpha Bonds Grand Prix de la Finance 3.28%
Pictet TR - Atlas 3.22%
AXA WF Euro Credit Total Return 3.12%
Exane Pleiade 2.98%
Candriam Bonds Credit Alpha 1.81%
Fidelity Absolute Return Global Equity Fund 1.78%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance -0.61%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

Le calendrier 2018 pour remplir la déclaration d'impôts…

La campagne des déclarations d’impôts 2018 a été lancée par Bercy. Les dates de déclaration 2018 des revenus perçus en 2017 sont à  présent connues. Le point avec WITAM, le family office dirigé par Benoist Lombard.

Publié le 11 avril 2018

Le calendrier 2018 pour remplir la déclaration d'impôts…

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 45.94%
Axiom European Banks Equity Grand Prix de la Finance 41.61%
Indépendance Europe Small Grand Prix de la Finance 36.23%
Tailor Actions Avenir ISR 27.27%
Quadrige France Smallcaps 24.13%
VALBOA Engagement ISR 23.93%
Indépendance France Small & Mid Grand Prix de la Finance 22.73%
Tocqueville Value Euro ISR 21.46%
Uzès WWW Perf 21.39%
BDL Convictions Grand Prix de la Finance 21.04%
Groupama Opportunities Europe 19.11%
Moneta Multi Caps Grand Prix de la Finance 18.55%
Covéa Perspectives Entreprises 17.19%
DNCA Invest Archer Mid-Cap Europe 16.57%
Richelieu Family 15.84%
Mandarine Premium Europe 15.06%
R-co 4Change Net Zero Equity Euro 14.47%
Europe Income Family 12.98%
EdR SICAV Tricolore Convictions 12.19%
Tocqueville Euro Equity ISR 12.14%
Mandarine Europe Microcap 12.01%
Ecofi Smart Transition 11.80%
Lazard Small Caps France 10.24%
Gay-Lussac Microcaps Europe 10.02%
HMG Découvertes 9.18%
Sycomore Europe Eco Solutions 9.16%
ELEVA Leaders Small & Mid Cap Europe 8.59%
Sycomore Europe Happy @ Work 8.53%
Fidelity Europe 7.65%
Mandarine Unique 6.95%
Mirova Europe Environmental Equity 6.94%
Dorval Drivers Europe 6.45%
ADS Venn Collective Alpha Europe 5.75%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 4.18%
LFR Euro Développement Durable ISR 3.50%
Norden SRI 2.28%
VEGA France Opportunités ISR 2.07%
Amplegest Pricing Power Grand Prix de la Finance 2.05%
Tocqueville Croissance Euro ISR 1.96%
Eiffel Nova Europe ISR 0.91%
VEGA Europe Convictions ISR 0.58%
CPR Croissance Dynamique -0.02%
DNCA Invest SRI Norden Europe -1.62%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.66%
ADS Venn Collective Alpha US -8.36%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 18.24%
IVO Global High Yield 4.89%
Carmignac Portfolio Credit 4.66%
Axiom Obligataire Grand Prix de la Finance 4.60%
Income Euro Sélection 4.55%
Axiom Emerging Markets Corporate Bonds 4.41%
Omnibond 3.85%
Tikehau European High Yield 3.69%
IVO EM Corporate Debt UCITS 3.68%
IVO EM Corporate Debt Short Duration SRI 3.59%
Jupiter Dynamic Bond 3.30%
Schelcher Global Yield 2028 3.17%
Axiom Short Duration Bond 3.17%
La Française Credit Innovation 3.16%
DNCA Invest Credit Conviction 3.14%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.03%
Ostrum SRI Crossover 3.03%
SLF (LUX) Bond High Yield Opportunity 2026 3.03%
Ofi Invest High Yield 2029 3.01%
Tikehau 2029 2.90%
R-co Conviction Credit Euro 2.88%
La Française Rendement Global 2028 2.77%
Ofi Invest Alpha Yield 2.77%
Mandarine Credit Opportunities 2.70%
Auris Investment Grade 2.67%
Pluvalca Credit Opportunities 2028 2.62%
Tikehau 2027 2.61%
Tailor Crédit Rendement Cible 2.53%
Tailor Credit 2028 2.49%
Alken Fund Income Opportunities 2.48%
Auris Euro Rendement 2.47%
Eiffel Rendement 2028 2.14%
FTGF Brandywine Global Income Optimiser Fund 2.09%
Groupama Alpha Fixed Income Plus 1.94%
M All Weather Bonds 1.94%
Richelieu Euro Credit Unconstrained 1.84%
Lazard Credit Opportunities 1.47%
EdR Fund Bond Allocation 1.25%
Sanso Short Duration 1.02%
LO Funds - Short-Term Money Market CHF 0.80%
Epsilon Euro Bond 0.64%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.75%
AXA IM FIIS US Short Duration High Yield -6.39%
Amundi Cash USD -7.49%