CAC 40 Perf Jour Perf Ytd
8142.01 +0.82% +7.96%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
R-co Valor 10.18%
IDE Dynamic World Flexible 10.12%
DNCA Invest Evolutif 9.73%
GF Ambition Solidaire 9.00%
First Eagle Amundi International Fund 8.90%
Dorval Convictions 6.21%
R-co Valor Balanced 5.88%
Ginjer Actifs 360 5.25%
Mansartis Investissements ISR 4.89%
Carmignac Patrimoine 4.86%
Cogefi Flex Dynamic 4.72%
ACATIS Value Event 4.69%
BDL Rempart 4.36%
Latitude Equilibre 4.33%
Exclusif 21 4.08%
BNY Mellon Global Real Return Fund (EUR) 3.87%
ODDO BHF Exklusiv : Polaris Balanced 3.69%
VEGA Patrimoine ISR 3.67%
Mandarine Solution 3.41%
GIS Global Multi Asset Income 3.35%
M&G (Lux) Dynamic Allocation Fund 3.30%
Russell Inv. MAGS 2.75%
Latitude Patrimoine 2.74%
Sycomore Next Generation 2.73%
Tailor Allocation Defensive 2.61%
Tikehau International Cross Assets 2.31%
Dorval Global Allocation 2.29%
Sienna Diversifié Flexible Monde 2.23%
Lazard Patrimoine Opportunities SRI 2.09%
OFI Invest ESG MultiTrack 1.94%
Auris Diversified Beta 1.83%
Eurose 1.74%
VEGA Euro Rendement ISR 1.68%
JPMorgan Funds - Global Macro Opportunities 1.58%
Dorval Global Conservative 1.38%
Echiquier Allocation Flexible 1.28%
Echiquier ARTY SRI 0.89%
H2O Moderato 0.84%
Trusteam ROC Flex 0.83%
CPR Croissance Réactive 0.73%
Sextant Grand Large 0.47%
Moneta Long Short 0.12%
Lazard Patrimoine SRI -0.27%
Gay-Lussac Europe Flex -0.63%
Ruffer Total Return International -0.73%
Ecofi Agir Pour Le Climat -2.97%
Vivienne Ouessant -3.39%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
Pictet - Digital 16.90%
Sycomore Sustainable Tech 16.65%
CM-AM Global Gold 15.62%
Carmignac Investissement 15.21%
Franklin U.S. Opportunities Fund 14.54%
BNP Paribas Funds Disruptive Technology 12.94%
Franklin Technology Fund 12.85%
MS INVF Global Opportunity 12.78%
Echiquier World Equity Growth 12.70%
Athymis Millennial 12.38%
Loomis Sayles U.S. Growth 12.08%
Echiquier Artificial Intelligence 11.89%
CM-AM Global Leaders 11.89%
Mirova Global Sustainable Equity 11.73%
OFI Invest ISR Grandes Marques 11.48%
CPR Global Disruptive Opportunities 11.47%
AXA WF Robotech 11.01%
Digital Stars Europe 10.67%
Janus Henderson Horizon Global Sustainable Equity Fund 10.54%
Pictet - Water 10.54%
G Fund - Global Disruption 10.17%
Thematics Water 9.66%
ODDO BHF Artificial Intelligence 9.24%
Mandarine Global Transition 9.24%
Jupiter Global Ecology Growth 9.23%
Square Megatrends Champions 9.22%
Fidelity Global Technology 9.10%
Comgest Monde 8.97%
Sanso Smart Climate 8.69%
Pictet - Global Environmental Opportunities 8.58%
Thematics AI and Robotics 8.33%
Russell Inv. World Equity Fund 8.16%
Aesculape SRI 7.86%
Sienna Actions Bas Carbone ISR 7.65%
Covéa Ruptures 7.64%
R-co Valor 4Change Global Equity 7.58%
R-co Thematic Blockchain Global Equity 7.46%
BNP Paribas US Small Cap 7.32%
JPMorgan Funds - Global Dividend 7.28%
JPMorgan Funds - Global Healthcare 7.24%
BNP Paribas Aqua 7.06%
Templeton Global Climate Change Fund 6.68%
Thematics Meta 6.52%
M&G (Lux) Global Dividend Fund 6.52%
Pictet - Global Megatrend Selection 6.45%
GIS SRI Ageing Population 6.27%
Sextant Tech 5.91%
Pictet - Security 5.90%
JPMorgan Funds - China A-Share Opportunities 5.89%
CPR Silver Age 5.62%
EdR Fund US Value 5.53%
GemEquity 5.38%
CPR Invest Hydrogen 5.36%
Candriam Equities L Oncology Impact 5.24%
Pictet - Clean Energy Transition 5.19%
DNCA Invest Beyond Semperosa 4.96%
BNY Mellon Blockchain Innovation Fund 4.61%
Richelieu America 4.34%
EdR Fund Big Data 4.18%
Valeur Intrinsèque 4.15%
Piquemal Houghton Global Equities 4.15%
MS INVF Global Brands 3.76%
Pictet - Premium Brands 3.71%
Mandarine Global Microcap 3.05%
FTGF ClearBridge Infrastructure Value 1.97%
M&G (Lux) Global Listed Infrastructure Fund 0.74%
AXA Aedificandi 0.07%
Candriam EQ L Europe Innovation -0.04%
Echiquier World Next Leaders -0.34%
EdR Fund Healthcare -0.36%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
Fidelity Absolute Return Global Equity Fund 4.55%
Pictet TR - Atlas 4.55%
Jupiter Merian Global Equity Absolute Return 3.76%
Sanso MultiStratégies 3.13%
Candriam Absolute Return Equity Market Neutral 2.54%
AXA WF Euro Credit Total Return 2.46%
DNCA Invest Alpha Bonds 2.08%
Exane Pleiade 1.80%
Syquant Capital - Helium Selection 1.51%
Candriam Bonds Credit Alpha 1.40%
H2O Adagio 0.87%
M&G (Lux) Episode Macro Fund -0.80%
Vivienne Bréhat -7.61%
Agenda Public
28 mars
10:00 - 17:30

Formation validante : Démembrement comme technique d'optimisation patrimoniale

Organisé par ALPHEYS
Ville: Lyon

Formation validante organisée avec Harvest Fidroit Academy sur le démembrement comme technique d’optimisation patrimoniale : étude de cas

En présentiel, durée : 7h30. Lieu et horaires à préciser.

 

Pour participer, contactez l'équipe habituelle

 

Buzz H24
Vidéos : Sur un an, cet actif a généré une performance de +122
Témoin : Entre optimisme pour la technologie et prudence pour les petites capitalisations
Marché : Des changements structurels à regarder de près
Produits : La plus grande réussite de DNCA n'est peut-être pas celle que vous pensez
Patrimoine : Les grandes manœuvres continuent chez Crystal
Acteurs : Les 10 sociétés de gestion qui collectent le plus chez…
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 26.73%
Alken Fund Small Cap Europe 11.32%
Alken European Opportunities 10.59%
France Engagement 10.09%
Uzès WWW Perf 10.08%
Tailor Actions Avenir ISR 9.79%
Sycomore Europe Happy @ Work 9.77%
Indépendance France Small 9.74%
VEGA France Opportunités ISR 9.57%
Tocqueville Euro Equity ISR 8.26%
VEGA Europe Convictions ISR 8.10%
Amplegest Pricing Power 8.10%
Tocqueville Croissance Euro ISR 7.87%
EdR SICAV Tricolore Convictions 7.81%
DNCA Invest Archer Mid-Cap Europe 7.40%
Centifolia 7.36%
Dorval Manageurs 7.30%
Indépendance Europe Small 7.23%
G Fund Opportunities Europe 7.14%
Dorval Manageurs Europe 6.36%
FCP Mon PEA 6.31%
CPR Croissance Dynamique 6.29%
Echiquier Positive Impact Europe 6.08%
DNCA Invest SRI Norden Europe 6.03%
BDL Convictions 5.87%
Palatine Europe Sustainable Employment 5.44%
LFR Euro Développement Durable ISR 5.28%
R-co Conviction Equity Value Euro 4.90%
EdR SICAV Euro Sustainable Equity 4.77%
BNP Paribas Développement Humain 4.71%
OFI Invest ESG Equity Climate Change 4.34%
Athymis Trendsetters Europe 4.29%
Fidelity Europe 3.84%
Covéa Perspectives Entreprises 3.69%
Dorval European Climate Initiative 3.67%
Richelieu Family 3.22%
Echiquier Value Euro 2.59%
Pluvalca Small Caps 2.56%
Erasmus Small Cap Euro 2.48%
Mandarine Unique 2.36%
Mandarine Premium Europe 2.15%
Mandarine Europe Microcap 2.02%
Quadrator SRI 1.60%
Mandarine Social Leaders 1.59%
Quadrige France Smallcaps 1.42%
Moneta Multi Caps 1.40%
Lazard Small Caps France 1.11%
Sycomore Europe Eco Solutions -0.03%
Erasmus Mid Cap Euro -0.61%
Gay-Lussac Smallcaps -0.63%
Mirova Europe Environmental Equity -0.77%
Groupama Avenir Euro -2.28%
Quadrige Europe Midcaps -3.40%
LONVIA Avenir Mid-Cap Europe -3.56%
Eiffel Nova Europe ISR -4.94%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global -0.59%
M Global Convertibles SRI -1.20%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Groupama Axiom Legacy 5.71%
Omnibond 5.34%
Axiom Obligataire 4.61%
Amundi Cash USD 4.49%
Carmignac Portfolio Credit 3.69%
AXA IM FIIS US Short Duration High Yield 3.66%
IVO Fixed Income 3.56%
Schelcher Global High Yield ESG 2.65%
Tikehau European High Yield 2.50%
SLF (LUX) Bond High Yield Opportunity 2026 2.05%
BNP Paribas Funds Euro High Yield Bd 1.81%
Tikehau 2027 1.79%
Ostrum SRI Crédit Ultra Short Plus 1.77%
Tailor Credit 2028 C 1.59%
BNP Paribas Bond 6 M 1.51%
Auris Euro Rendement 1.51%
Sanso Short Duration 1.40%
Pluvalca Credit Opportunities 2028 1.30%
La Française Rendement Global 2028 1.27%
ODDO BHF Global Target 2028 1.18%
Auris Investment Grade 1.07%
Sycoyield 2026 1.03%
Tailor Crédit Rendement Cible 0.98%
La Française Credit Innovation 0.69%
Ofi Invest High Yield 2027 0.69%
Lazard Credit Opportunities 0.57%
Franklin European Total Return Fund -0.33%
FTGF Brandywine Global Income Optimiser Fund -0.82%
GIS Euro Bond -1.08%
EdR Fund Bond Allocation -1.41%
Jupiter Dynamic Bond -2.12%
H2O Multibonds -3.12%
LO Funds - Short-Term Money Market CHF -4.35%