CAC 40 Perf Jour Perf Ytd
8331.05 -1.12% +2.23%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Varenne Global 8.42%
Ginjer Actifs 360 Grand Prix de la Finance 7.37%
H2O Multistrategies 6.45%
BDL Rempart Grand Prix de la Finance 5.98%
Nova Dynamique 5.72%
Varenne Valeur 5.42%
Clartan Valeurs Grand Prix de la Finance 5.26%
AXA WF Global Optimal Income 4.81%
H2O Moderato Grand Prix de la Finance 4.81%
GF Ambition Solidaire 4.73%
First Eagle Amundi International Fund 4.60%
BNY Mellon Global Real Return Fund (EUR) 4.49%
GIS Global Multi Asset Income 4.08%
Elkano Global Fund 4.03%
Russell Inv. MAGS 3.86%
Mandarine Solution 3.48%
M&G (Lux) Dynamic Allocation Fund 3.31%
Carmignac Patrimoine Grand Prix de la Finance 3.26%
Claresco Allocation Flexible 3.24%
Dorval Convictions 2.82%
Moneta Long Short 2.62%
Sienna Diversifié Flexible Monde 2.26%
ODDO BHF Polaris Balanced 2.22%
Eurose Grand Prix de la Finance 2.12%
Dorval Global Allocation 2.02%
Tailor Allocation Defensive Grand Prix de la Finance 1.75%
Echiquier ARTY SRI Grand Prix de la Finance 1.60%
VEGA Euro Rendement ISR Grand Prix de la Finance 0.94%
VEGA Patrimoine ISR 0.66%
IDE Dynamic World Flexible 0.49%
Mansartis Investissements ISR 0.46%
Trusteam Optimum 0.44%
Tikehau International Cross Assets 0.28%
R-co Valor Grand Prix de la Finance 0.24%
R-co Valor Balanced Grand Prix de la Finance 0.21%
ELEVA Global Multi Opportunities -0.24%
DNCA Invest Evolutif -0.54%
Exane Ceres -2.35%
ACATIS Value Event -2.79%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
IAM Space 26.37%
Pictet - Clean Energy Transition 20.08%
EdR Goldsphere 19.69%
CPR Invest Global Gold Mines 17.99%
Templeton Emerging Markets Fund 17.31%
CM-AM Global Gold 16.44%
Sycomore Sustainable Tech 14.38%
GemEquity 12.54%
Aperture European Innovation 11.39%
SKAGEN Kon-Tiki 11.35%
FTGF ClearBridge Infrastructure Value Fund 10.77%
H2O Multiequities 10.28%
HMG Globetrotter 9.47%
DNCA Invest Sustain Climate 9.23%
Echiquier Global Tech 9.19%
Candriam Equities L Robotics & Innovative Technology 7.87%
Groupama Global Active Equity 7.38%
Athymis Industrie 4.0 7.37%
Franklin Technology Fund 7.29%
DNCA Invest Strategic Resources 7.29%
Piquemal Houghton Global Equities Grand Prix de la Finance 7.23%
Thematics Water 6.97%
Mandarine Global Transition 6.95%
R-co Thematic Real Estate Grand Prix de la Finance 6.93%
AXA Aedificandi 6.87%
M&G (Lux) European Strategic Value Fund 6.53%
Groupama Global Disruption 6.43%
Fidelity Global Technology 5.96%
Longchamp Dalton Japan Long Only 5.86%
FTGF Putnam US Research Fund 5.85%
Palatine Amérique 5.52%
BNP Paribas Aqua 5.30%
BNP Paribas US Small Cap 5.22%
Allianz Innovation Souveraineté Européenne 5.10%
Carmignac Investissement 5.09%
M&G (Lux) Global Dividend Fund 4.99%
Echiquier Artificial Intelligence Grand Prix de la Finance 4.83%
EdR SICAV Global Resilience 4.78%
BNP Paribas Funds Disruptive Technology 4.01%
Sienna Actions Bas Carbone 3.98%
JPMorgan Funds - Global Dividend 3.24%
Sienna Actions Internationales 2.35%
Echiquier World Equity Growth 1.81%
JPMorgan Funds - America Equity 1.76%
GIS Sycomore Ageing Population 1.56%
Auris Gravity US Equity Fund 1.38%
Candriam Equities L Oncology 0.89%
Square Megatrends Champions 0.84%
ODDO BHF Artificial Intelligence 0.79%
EdR Fund Big Data Grand Prix de la Finance 0.11%
Ofi Invest Grandes Marques -0.06%
Thematics AI and Robotics -0.12%
Athymis Millennial -0.49%
Mirova Global Sustainable Equity -0.55%
EdR Fund Healthcare -1.88%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -2.14%
Thematics Meta -2.35%
Comgest Monde Grand Prix de la Finance -2.67%
Loomis Sayles U.S. Growth Equity -3.78%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Sirius 4.65%
Pictet TR - Atlas Titan 3.70%
Candriam Absolute Return Equity Market Neutral 2.31%
H2O Adagio 2.22%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.97%
Pictet TR - Atlas 1.91%
Schelcher Optimal Income 1.52%
BDL Durandal Grand Prix de la Finance 1.24%
Sapienta Absolu 1.20%
JPMorgan Funds - Europe Equity Absolute Alpha 1.15%
ELEVA Absolute Return Dynamic 1.12%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.84%
ELEVA Global Bonds Opportunities 0.79%
Cigogne UCITS Credit Opportunities 0.73%
BNP Paribas Global Absolute Return Bond 0.68%
Candriam Bonds Credit Alpha 0.50%
RAM European Market Neutral Equities 0.45%
AXA WF Euro Credit Total Return 0.40%
Alken Fund Absolute Return Europe 0.38%
Sienna Performance Absolue Défensif -0.08%
MacroSphere Global Fund -0.82%
Jupiter Merian Global Equity Absolute Return -2.94%
Fidelity Absolute Return Global Equity Fund -3.66%
Exane Pleiade Grand Prix de la Finance -4.68%
Articles Patrimoine et Fiscalité

Cliquez ici si vous voulez connaître les profits réalisés par vos partenaires…

 

Les conseillers financiers sont tous heureux de travailler avec des sociétés de gestion partenaires "solides" wink

En ce qui concerne tous les "nc" du tableau ci-dessous, c'est-à-dire les sociétés qui n'ont pas (encore) communiqué leurs chiffres, on vous laisse interroger directement votre interlocuteur favori sur le salon Patrimonia.

 

Le tableau de données :

Chiffres en millions €

Société

CA

2022

Résultat Net

2022
Alpheys nc nc
Amiral Gestion 36.8 15.8
Amplegest 34.2 4.94
Seven2 (ex Apax Partners) 73.3 14.1
Athymis Gestion nc nc
Auris Gestion nc nc
Axiom AI nc nc
BDL CM nc nc
Carmignac Gestion nc nc
Clartan Associés 13.3 1.88
Cogefi Gestion 4.41 -0.376
Comgest nc nc
CPRAM 385 115
DNCA Finance 378 137
Dorval AM 15.3 -1.1
Ecofi nc nc
Edmond de Rothschild AM France 198 18.3
Eiffel Investment Group nc nc
Eleva Capital (clôture à fin mars) nc nc
Erasmus Gestion nc 2.91
Exclusive Partners nc 5.04
Fil Gestion 36 6.52
Financière Arbevel 23.1 3.64
Financière de la Cité nc nc
Financière de l'Arc 3.46 0.357
Flornoy Ferri nc nc
Fourpoints nc nc
Gay-Lussac Gestion nc nc
Gemway Assets 17.3 5.03
Ginjer AM 3.82 0.338
IDE AM 6.13 2.67
Indépendance et Expansion AM nc nc
IVO Capital Partners nc nc
Kirao 10 2.74
La Financière de l'Echiquier 175 46.1
La Financière Responsable AM nc nc
La Française AM 64.5 0.103
Lonvia Capital nc nc
Mandarine Gestion nc nc
Mansartis nc nc
Meeschaert AM 36.3 11.6
Mirova 107 45
Moneta AM nc nc
Monocle AM 1.67 -0.0918
Montpensier Finance nc nc
Montségur Finance nc nc
Nortia 87.2 4.44
OFI AM 104 6.88
Perial AM nc nc
Pierre 1er Gestion nc nc
Piquemal Houghton Investments 0.545 0.166
Portzamparc Gestion nc nc
Richelieu Gestion 10.3 0.409
Rothschild & Co AM Europe nc nc
Sanso IS nc nc
Sunny AM 8.71 0.018
Sycomore AM nc nc
Syquant Capital nc nc
Tailor AM nc nc
Thematics AM 27.3 11
Tikehau IM 214 23.2
TOBAM 23.1 5.45
Tocqueville Finance nc nc
Trusteam Finance 6.77 -0.329
Uzès Gestion 3.77 0.1
Varenne Capital Partners nc nc
Vega IM nc nc
Vivienne Investissement nc nc
Wiseam 5.58 -0.343

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mardi 26 septembre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Tailor Actions Entrepreneurs 12.86%
Ginjer Detox European Equity 10.51%
Chahine Funds - Equity Continental Europe 10.12%
Arc Actions Rendement 8.38%
Mandarine Premium Europe 7.92%
Echiquier Agenor SRI Mid Cap Europe 7.69%
Maxima 7.30%
Indépendance Europe Mid 7.29%
CPR Invest - European Strategic Autonomy 7.08%
Groupama Opportunities Europe 6.80%
Axiom European Banks Equity 6.75%
Tailor Actions Avenir ISR 6.74%
BDL Convictions Grand Prix de la Finance 6.70%
IDE Dynamic Euro 6.64%
Sycomore Europe Happy @ Work 6.50%
JPMorgan Euroland Dynamic 6.04%
INOCAP France Smallcaps 5.13%
Tikehau European Sovereignty 4.77%
Pluvalca Initiatives PME 4.46%
Sycomore Sélection Responsable 4.29%
Tocqueville Euro Equity ISR 4.19%
ODDO BHF Active Small Cap 4.16%
Tocqueville Value Euro ISR 3.94%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.90%
Mandarine Europe Microcap 3.87%
Tocqueville Croissance Euro ISR 3.82%
Indépendance France Small & Mid Grand Prix de la Finance 3.71%
Moneta Multi Caps Grand Prix de la Finance 3.52%
HMG Découvertes 3.34%
Amplegest Pricing Power Grand Prix de la Finance 3.13%
Fidelity Europe 3.06%
Mandarine Unique 3.06%
Gay-Lussac Microcaps Europe 2.58%
LFR Inclusion Responsable ISR 2.48%
Alken European Opportunities 2.19%
R-co 4Change Net Zero Equity Euro 1.70%
Lazard Small Caps Euro 1.69%
Dorval Drivers Europe 1.58%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 1.45%
DNCA Invest SRI Norden Europe 1.30%
VALBOA Engagement 1.26%
VEGA Europe Convictions ISR 0.93%
VEGA France Opportunités ISR 0.56%
Europe Income Family -0.16%
Uzès WWW Perf -0.24%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -3.61%
Groupama Avenir PME Europe Grand Prix de la Finance -4.74%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 5.11%
Templeton Global Total Return Fund 3.60%
M&G (Lux) Emerging Markets Bond Fund 2.03%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.60%
Jupiter Dynamic Bond 1.53%
Axiom Emerging Markets Corporate Bonds 1.47%
LO Funds - Short-Term Money Market CHF 1.41%
Syquant Capital - Helium Invest 1.30%
M International Convertible 2028 1.18%
IVO EM Corporate Debt Short Duration SRI 1.18%
IVO Global High Yield 1.04%
Amundi Cash USD 0.87%
Lazard Euro Short Duration Income Opportunities SRI 0.74%
Axiom Obligataire Grand Prix de la Finance 0.60%
Ostrum Euro High Income Fund 0.58%
Axiom Short Duration Bond 0.58%
R-co Conviction Credit Euro Grand Prix de la Finance 0.52%
Income Euro Sélection 0.46%
EdR SICAV Financial Bonds 0.45%
Franklin Euro Short Duration Bond Fund 0.45%
DNCA Invest Credit Conviction 0.39%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.37%
EdR Fund Bond Allocation 0.31%
SLF (L) Bond 12M 0.30%
Carmignac Portfolio Credit 0.30%
Lazard Credit Opportunities 0.29%
Ostrum SRI Crossover 0.24%
Ofi Invest Alpha Yield 0.23%
Lazard Credit Fi SRI 0.21%
Hugau Obli 3-5 0.18%
EdR SICAV Short Duration Credit 0.14%
Hugau Obli 1-3 0.12%
LO Fallen Angels 0.07%
Tikehau 2031 0.06%
Sycoyield 2030 0.03%
Tikehau European High Yield -0.01%
CPR Absolute Return Bond -0.01%
La Française Credit Innovation -0.02%
EdR SICAV Millesima 2030 -0.18%
Auris Euro Rendement -0.18%
Mandarine Credit Opportunities -0.22%
Eiffel High Yield Low Carbon -0.33%
Tailor Crédit Rendement Cible -0.53%
Eiffel Rendement 2030 -0.54%
Omnibond -0.99%