CAC 40 Perf Jour Perf Ytd
7684.68 -1.04% +4.12%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 39.00%
Aperture European Innovation 14.13%
Digital Stars Europe 13.26%
Sienna Actions Bas Carbone 10.81%
Jupiter Financial Innovation 10.19%
R-co Thematic Real Estate 8.29%
AXA Aedificandi 8.16%
Piquemal Houghton Global Equities 6.99%
GIS SRI Ageing Population 5.06%
Auris Gravity US Equity Fund 4.45%
DNCA Invest Beyond Semperosa 3.97%
Candriam Equities L Robotics & Innovative Technology 3.94%
FTGF ClearBridge Infrastructure Value 3.70%
Athymis Industrie 4.0 3.43%
HMG Globetrotter 1.74%
Carmignac Investissement Grand Prix de la Finance 1.62%
Square Megatrends Champions 0.31%
Janus Henderson Horizon Global Sustainable Equity Fund -0.05%
Sycomore Sustainable Tech -0.40%
Candriam Equities L Oncology -0.45%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.51%
MS INVF Global Opportunity -0.54%
BNP Paribas Aqua Grand Prix de la Finance -0.67%
Echiquier Artificial Intelligence Grand Prix de la Finance -0.92%
Mandarine Global Transition -0.93%
EdR Fund Big Data Grand Prix de la Finance -1.45%
Pictet - Digital -1.71%
R-co Thematic Blockchain Global Equity -2.12%
JPMorgan Funds - Global Dividend -2.24%
Fidelity Global Technology -2.27%
VIA Smart Equity World -2.47%
Thematics Water -2.70%
CPR Invest Climate Action -2.73%
Comgest Monde Grand Prix de la Finance -3.24%
Pictet - Water Grand Prix de la Finance -3.41%
Mirova Global Sustainable Equity -3.58%
Sienna Actions Internationales -3.58%
Pictet - Security -4.08%
M&G (Lux) Global Dividend Fund -4.17%
Echiquier World Equity Growth Grand Prix de la Finance -4.24%
Sanso Smart Climate Grand Prix de la Finance -4.40%
Groupama Global Active Equity -4.58%
Russell Inv. World Equity Fund -4.99%
Thematics Meta -5.40%
MS INVF Global Brands -5.51%
Covéa Ruptures -5.60%
ODDO BHF Artificial Intelligence -5.71%
ODDO BHF Global Equity Stars -5.84%
Tocqueville Global Tech ISR -6.40%
Covéa Actions Monde -6.47%
Franklin Technology Fund -6.62%
Eurizon Fund Equity Innovation -6.62%
Ofi Invest Grandes Marques -6.70%
Pictet - Clean Energy Transition Grand Prix de la Finance -6.78%
Groupama Global Disruption -6.93%
JPMorgan Funds - US Technology -6.98%
JPMorgan Funds - Global Select Equity -7.17%
EdR Fund US Value -7.23%
Thematics AI and Robotics -7.24%
Loomis Sayles U.S. Growth Equity -7.79%
BNP Paribas Funds Disruptive Technology -8.45%
EdR Fund Healthcare -8.77%
Franklin U.S. Opportunities Fund -8.82%
Athymis Millennial -9.64%
CPR Global Disruptive Opportunities -10.06%
JPMorgan Funds - America Equity -10.26%
Franklin India Fund -10.42%
BNP Paribas US Small Cap -11.25%
AXA WF Robotech -12.12%
Claresco USA -12.71%
FTGF Royce US Small Cap Opportunity Fund -14.76%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Agenda

13 Mars

08:45 - 17:45

MARSEILLE - 13007 - SOFITEL VIEUX PORT 36 Boulevard Charles Livon

Actualités juridiques et fiscales ; La Clause bénéficiaire

Organisé par APREP DIFFUSION

Ø 8h45 – Accueil des participants

Ø9h00 – Introduction par Bruno PAULY, Directeur Commercial APREP Diffusion

Ø 9h15 Formation Actualités juridiques et fiscales (en cours de validation 3h) par Anne-Laure BLANCHARD, Responsable de l’Ingénierie Patrimoniale AG2R LA Mondiale

Ø 12h30 – Points Produits et Nouveautés 2013 par Rémy GALY-ACHE, chargé de partenariats et Clemence PLUCHOT, responsable de partenariats

Ø 12h45 – Cocktail Déjeunatoire

Ø 13h45 – Formation La Clause bénéficiaire (en cours de validation 4h) par Anne-Laure BLANCHARD

Ø 17h45 – Conclusion

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 40.02%
Axiom European Banks Equity Grand Prix de la Finance 35.67%
Indépendance Europe Small Grand Prix de la Finance 29.96%
Tailor Actions Avenir ISR 24.43%
VALBOA Engagement ISR 20.13%
Indépendance France Small & Mid Grand Prix de la Finance 19.04%
BDL Convictions Grand Prix de la Finance 18.40%
Groupama Opportunities Europe 18.16%
Quadrige France Smallcaps 17.35%
Uzès WWW Perf 16.37%
Covéa Perspectives Entreprises 16.26%
Moneta Multi Caps Grand Prix de la Finance 15.36%
DNCA Invest Archer Mid-Cap Europe 15.24%
Richelieu Family 13.41%
Europe Income Family 13.34%
Mandarine Premium Europe 12.16%
R-co 4Change Net Zero Equity Euro 12.13%
Tocqueville Euro Equity ISR 11.77%
EdR SICAV Tricolore Convictions 11.45%
Ecofi Smart Transition 10.99%
Mandarine Europe Microcap 10.06%
Fidelity Europe 8.90%
Sycomore Europe Happy @ Work 8.87%
Gay-Lussac Microcaps Europe 8.41%
Dorval Drivers Europe 8.03%
ADS Venn Collective Alpha Europe 7.78%
Norden SRI 7.75%
Lazard Small Caps France 7.72%
Mandarine Unique 7.65%
HMG Découvertes 7.56%
ELEVA Leaders Small & Mid Cap Europe 7.41%
Mirova Europe Environmental Equity 7.33%
Palatine Europe Sustainable Employment 7.04%
Sycomore Europe Eco Solutions 6.77%
LFR Euro Développement Durable ISR 5.23%
Echiquier Positive Impact Europe 2.86%
VEGA France Opportunités ISR 2.54%
Eiffel Nova Europe ISR 2.38%
Amplegest Pricing Power Grand Prix de la Finance 2.36%
Tocqueville Croissance Euro ISR 2.08%
DNCA Invest SRI Norden Europe 1.61%
VEGA Europe Convictions ISR 0.77%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -1.92%
CPR Croissance Dynamique -3.71%
ADS Venn Collective Alpha US -10.37%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 22.40%
IVO Global High Yield 3.68%
Income Euro Sélection 3.67%
Carmignac Portfolio Credit 3.57%
Axiom Obligataire Grand Prix de la Finance 3.53%
Axiom Emerging Markets Corporate Bonds 3.25%
Jupiter Dynamic Bond 2.76%
Omnibond 2.63%
DNCA Invest Credit Conviction 2.62%
Tikehau European High Yield 2.58%
Axiom Short Duration Bond 2.57%
Schelcher Global Yield 2028 2.49%
La Française Credit Innovation 2.46%
SLF (LUX) Bond High Yield Opportunity 2026 2.45%
Ostrum SRI Crossover 2.37%
IVO EM Corporate Debt Short Duration SRI 2.36%
Ofi Invest Alpha Yield 2.30%
R-co Conviction Credit Euro 2.20%
Ofi Invest High Yield 2029 2.17%
Tikehau 2029 2.15%
Tikehau 2027 2.15%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.14%
Auris Investment Grade 2.10%
La Française Rendement Global 2028 2.07%
Pluvalca Credit Opportunities 2028 2.05%
Mandarine Credit Opportunities 1.94%
Alken Fund Income Opportunities 1.94%
Tailor Crédit Rendement Cible 1.77%
Auris Euro Rendement 1.74%
Tailor Credit 2028 1.71%
IVO EM Corporate Debt UCITS 1.69%
Epsilon Euro Bond 1.69%
M All Weather Bonds 1.61%
Eiffel Rendement 2028 1.53%
FTGF Brandywine Global Income Optimiser Fund 1.49%
Groupama Alpha Fixed Income Plus 1.46%
Richelieu Euro Credit Unconstrained 1.15%
EdR Fund Bond Allocation 0.88%
Sanso Short Duration 0.76%
Lazard Credit Opportunities 0.56%
LO Funds - Short-Term Money Market CHF 0.13%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.15%
AXA IM FIIS US Short Duration High Yield -8.02%
Amundi Cash USD -8.52%