CAC 40 Perf Jour Perf Ytd
8156.23 +1.25% +10.51%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.19%
GF Ambition Solidaire 20.85%
Ginjer Actifs 360 Grand Prix de la Finance 19.80%
Moneta Long Short 19.53%
Clartan Valeurs 16.30%
AXA WF Global Optimal Income 14.80%
BDL Rempart Grand Prix de la Finance 14.20%
Claresco Allocation Flexible 14.02%
R-co Valor Grand Prix de la Finance 13.87%
M&G (Lux) Dynamic Allocation Fund 12.46%
ELEVA Global Multi Opportunities 11.82%
Carmignac Patrimoine 11.74%
ELEVA AR - Dynamic 10.19%
R-co Valor Balanced Grand Prix de la Finance 9.29%
First Eagle Amundi International Fund 8.97%
Russell Inv. MAGS 8.96%
GIS Global Multi Asset Income 8.71%
Dorval Convictions 8.60%
Ruffer Total Return International 8.52%
Sienna Diversifié Flexible Monde 8.29%
BNY Mellon Global Real Return Fund (EUR) 8.27%
VEGA Patrimoine ISR 7.96%
Auris Diversified Beta 7.55%
Mandarine Solution 7.35%
Eurose Grand Prix de la Finance 6.94%
Ofi Invest ESG MultiTrack 6.84%
Exane Ceres 6.80%
Elkano Global Fund 6.73%
Dorval Global Allocation 6.25%
DNCA Invest Evolutif 4.89%
Nova Dynamique 4.87%
Tikehau International Cross Assets 4.67%
Sycomore Next Generation 4.65%
VALBOA Exclusif 4.41%
IDE Dynamic World Flexible 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.70%
Trusteam Optimum 3.11%
Monocle Fund 2.74%
Tailor Allocation Defensive Grand Prix de la Finance 2.71%
VEGA Euro Rendement ISR 2.46%
ACATIS Value Event 1.36%
ODDO BHF Polaris Balanced -0.20%
Mansartis Investissements ISR -2.35%
Gay-Lussac Europe Flex -4.14%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.78%
Jupiter Financial Innovation 27.59%
R-co Thematic Blockchain Global Equity 25.71%
GemEquity 22.60%
Candriam Equities L Robotics & Innovative Technology 22.51%
Echiquier Artificial Intelligence Grand Prix de la Finance 21.68%
Piquemal Houghton Global Equities 21.31%
Aperture European Innovation 20.59%
Digital Stars Europe 17.98%
Carmignac Investissement Grand Prix de la Finance 15.65%
Auris Gravity US Equity Fund 15.33%
Sycomore Sustainable Tech 14.51%
Sienna Actions Bas Carbone 13.23%
BNP Paribas Funds Disruptive Technology 12.81%
Athymis Industrie 4.0 12.58%
HMG Globetrotter 11.70%
Candriam Equities L Oncology 11.50%
Square Megatrends Champions 11.45%
Pictet - Clean Energy Transition Grand Prix de la Finance 10.52%
Fidelity Global Technology 10.00%
Groupama Global Disruption 9.56%
Groupama Global Active Equity 9.09%
ODDO BHF Artificial Intelligence 8.98%
Franklin Technology Fund 8.68%
AXA Aedificandi 8.66%
EdRS Global Resilience 8.64%
JPMorgan Funds - US Technology 8.51%
Pictet - Digital 8.14%
Eurizon Fund Equity Innovation 8.02%
FTGF ClearBridge Infrastructure Value 7.90%
R-co Thematic Real Estate 6.69%
Thematics AI and Robotics 6.58%
EdR Fund Big Data Grand Prix de la Finance 6.40%
Sienna Actions Internationales 5.59%
GIS Sycomore Ageing Population 5.56%
Mandarine Global Transition 4.77%
Russell Inv. World Equity Fund 4.71%
Janus Henderson Horizon Global Sustainable Equity Fund 4.48%
Echiquier World Equity Growth Grand Prix de la Finance 4.48%
Palatine Amérique 4.30%
JPMorgan Funds - Global Dividend 3.81%
Echiquier Global Tech 2.84%
Covéa Ruptures 2.71%
CPR Invest Climate Action 2.56%
DNCA Invest Beyond Semperosa 2.37%
Mirova Global Sustainable Equity 2.36%
Sanso Smart Climate Grand Prix de la Finance 2.34%
Claresco USA 2.05%
Loomis Sayles U.S. Growth Equity 1.16%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.44%
Covéa Actions Monde 0.40%
Thematics Water 0.39%
BNP Paribas Aqua Grand Prix de la Finance 0.10%
CPR Global Disruptive Opportunities -0.61%
MS INVF Global Opportunity -0.62%
Comgest Monde Grand Prix de la Finance -0.91%
AXA WF Robotech -1.34%
Ofi Invest Grandes Marques -1.65%
M&G (Lux) Global Dividend Fund -1.77%
JPMorgan Funds - America Equity -1.90%
Pictet - Water Grand Prix de la Finance -2.12%
BNP Paribas US Small Cap -2.32%
FTGF Royce US Small Cap Opportunity Fund -2.80%
Pictet - Security -3.30%
Franklin U.S. Opportunities Fund -3.58%
ODDO BHF Global Equity Stars -3.76%
Thematics Meta -3.96%
EdR Fund Healthcare -5.03%
Athymis Millennial -5.59%
MS INVF Global Brands -11.89%
Franklin India Fund -12.96%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 12.04%
Jupiter Merian Global Equity Absolute Return 9.75%
H2O Adagio 8.17%
RAM European Market Neutral Equities 7.27%
M&G (Lux) Episode Macro Fund 7.03%
Sienna Performance Absolue Défensif 6.63%
Fidelity Absolute Return Global Equity Fund 6.44%
Pictet TR - Atlas 6.40%
Syquant Capital - Helium Selection 6.27%
BNP Paribas Global Absolute Return Bond 5.42%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.99%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.94%
Exane Pleiade 3.94%
Candriam Bonds Credit Alpha 2.19%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.10%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

ISF : Les nouveautés 2016...

Par Eric Gaillat, Associé Cofondateur de Calao Finance, et François Morazin, avocat associé du cabinet Fisher, Tandeau de Marsac, Sur & Associés

Publié le 27 mai 2016

ISF : Les nouveautés 2016...

Patrimoine et Fiscalité

ISF : quelques aspects méconnus à  garder à  l’esprit...

Jean-François Lucq, ingénieur patrimonial chez KBL, revient sur quelques aspects souvent méconnus concernant l’impôt de solidarité sur la fortune (ISF) et livre cinq précieuses informations à  garder à  l’esprit.

Publié le 23 mai 2016

ISF : quelques aspects méconnus à  garder à  l’esprit...

Patrimoine et Fiscalité

ISF et Succession...

La question de la semaine avec Sélection 1818

Publié le 06 mai 2016

ISF et Succession...

Buzz H24

Marché 06.11.2025

L’avis des gérants : faut-il renforce...

Produits 04.11.2025

Quels fonds ont été privilégiés par l...

Vidéos 04.11.2025

Il va vous donner envie d’investir da...

Produits 05.11.2025

Ces fonds ont (au minimum) doublé le...

Produits 06.11.2025

Ce gérant n’a pas hésité à prendre un...

Acteurs 07.11.2025

« Trop, c’est trop ! » — ces patrons...

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 51.10%
Alken Fund Small Cap Europe 50.51%
Indépendance Europe Small Grand Prix de la Finance 38.98%
Tailor Actions Avenir ISR 28.41%
JPMorgan Euroland Dynamic 27.01%
Tocqueville Value Euro ISR 25.06%
Uzès WWW Perf 21.22%
Groupama Opportunities Europe 20.95%
Moneta Multi Caps Grand Prix de la Finance 20.39%
IDE Dynamic Euro 19.86%
BDL Convictions Grand Prix de la Finance 18.25%
Indépendance France Small & Mid Grand Prix de la Finance 17.07%
Quadrige France Smallcaps 15.70%
Tocqueville Euro Equity ISR 15.46%
Ecofi Smart Transition 14.78%
DNCA Invest Archer Mid-Cap Europe 14.42%
VALBOA Engagement ISR 14.14%
Tikehau European Sovereignty 13.88%
R-co 4Change Net Zero Equity Euro 13.81%
Sycomore Sélection Responsable 11.44%
Mandarine Premium Europe 11.37%
Sycomore Europe Happy @ Work 10.90%
Covéa Perspectives Entreprises 10.79%
EdR SICAV Tricolore Convictions 10.22%
Mandarine Europe Microcap 9.60%
Lazard Small Caps Euro 8.96%
Europe Income Family 8.76%
Groupama Avenir PME Europe 8.12%
Fidelity Europe 7.53%
Mirova Europe Environmental Equity 7.35%
ADS Venn Collective Alpha Europe 6.54%
Gay-Lussac Microcaps Europe 6.41%
HMG Découvertes 5.01%
ELEVA Leaders Small & Mid Cap Europe 4.72%
Mandarine Unique 4.48%
CPR Croissance Dynamique 4.22%
Tocqueville Croissance Euro ISR 3.70%
Norden SRI 3.64%
VEGA France Opportunités ISR 3.01%
Dorval Drivers Europe 2.94%
LFR Euro Développement Durable ISR 2.13%
VEGA Europe Convictions ISR 1.91%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 0.15%
Amplegest Pricing Power Grand Prix de la Finance -0.50%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.87%
Eiffel Nova Europe ISR -6.99%
DNCA Invest SRI Norden Europe -7.13%
ADS Venn Collective Alpha US -7.38%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.34%
Axiom Emerging Markets Corporate Bonds 6.91%
IVO Global High Yield 6.39%
IVO EM Corporate Debt UCITS 6.11%
Carmignac Portfolio Credit 6.06%
Axiom Obligataire Grand Prix de la Finance 6.01%
LO Fallen Angels 5.51%
Jupiter Dynamic Bond 5.44%
Lazard Credit Fi SRI 5.41%
IVO EM Corporate Debt Short Duration SRI 5.27%
FTGF Brandywine Global Income Optimiser Fund 5.12%
Income Euro Sélection 5.06%
EdR SICAV Financial Bonds 4.83%
Lazard Credit Opportunities 4.75%
Omnibond 4.65%
DNCA Invest Credit Conviction 4.47%
Axiom Short Duration Bond 4.47%
Schelcher Global Yield 2028 4.43%
La Française Credit Innovation 4.19%
Tikehau European High Yield 3.99%
EdR SICAV Short Duration Credit 3.91%
Ofi Invest High Yield 2029 3.88%
R-co Conviction Credit Euro 3.83%
Alken Fund Income Opportunities 3.81%
Ostrum SRI Crossover 3.80%
Ofi Invest Alpha Yield 3.63%
Hugau Obli 1-3 3.56%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.50%
Auris Investment Grade 3.46%
Hugau Obli 3-5 3.44%
Tikehau 2029 3.40%
La Française Rendement Global 2028 3.37%
M All Weather Bonds 3.19%
Tikehau 2027 3.17%
EdR SICAV Millesima 2030 3.16%
Pluvalca Credit Opportunities 2028 3.16%
Tailor Crédit Rendement Cible 3.00%
SLF (F) Opportunité High Yield 2028 2.91%
Auris Euro Rendement 2.89%
EdR Fund Bond Allocation 2.75%
Tailor Credit 2028 2.72%
Eiffel Rendement 2028 2.35%
Mandarine Credit Opportunities 2.11%
Sanso Short Duration 1.54%
Epsilon Euro Bond 1.44%
LO Funds - Short-Term Money Market CHF 1.09%
AXA IM FIIS US Short Duration High Yield -5.48%
Amundi Cash USD -7.27%
Goldman Sachs Yen Liquid Reserves Fund Institutional -8.74%