CAC 40 Perf Jour Perf Ytd
7770.48 +2.33% +5.28%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 14.84%
BDL Rempart Grand Prix de la Finance 12.46%
GF Ambition Solidaire 10.24%
Ginjer Actifs 360 Grand Prix de la Finance 7.63%
Moneta Long Short 6.00%
Exane Ceres 5.51%
Dorval Convictions 5.20%
Ruffer Total Return International 4.90%
Eurose Grand Prix de la Finance 4.31%
M&G (Lux) Dynamic Allocation Fund 2.88%
VEGA Patrimoine ISR 2.79%
Carmignac Patrimoine 2.63%
Echiquier ARTY SRI Grand Prix de la Finance 2.30%
ELEVA AR - Dynamic 1.68%
Gay-Lussac Europe Flex 1.61%
Auris Diversified Beta 1.60%
Claresco Allocation Flexible 1.02%
Dorval Global Conservative 0.93%
Trusteam Optimum 0.77%
VEGA Euro Rendement ISR 0.25%
Dorval Global Allocation 0.18%
Tailor Allocation Defensive Grand Prix de la Finance 0.04%
BNY Mellon Global Real Return Fund (EUR) -0.12%
VALBOA Exclusif -0.30%
Sycomore Next Generation -0.42%
Lazard Patrimoine SRI -0.46%
Elkano Global Fund -0.65%
Tikehau International Cross Assets -0.87%
Sienna Diversifié Flexible Monde -0.93%
R-co Valor Balanced Grand Prix de la Finance -0.95%
ELEVA Global Multi Opportunities -1.42%
ACATIS Value Event -1.52%
Russell Inv. MAGS -1.83%
AXA WF Global Optimal Income -1.97%
Ofi Invest ESG MultiTrack -1.97%
Mandarine Solution -2.36%
R-co Valor Grand Prix de la Finance -2.76%
Echiquier Allocation Flexible -3.20%
DNCA Invest Evolutif -3.28%
GIS Global Multi Asset Income -3.64%
ODDO BHF Polaris Balanced -4.14%
First Eagle Amundi International Fund -4.27%
Monocle Fund -4.47%
Mansartis Investissements ISR -5.96%
Nova Dynamique -6.97%
IDE Dynamic World Flexible -7.10%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 26.97%
Aperture European Innovation 5.69%
Sienna Actions Bas Carbone 5.64%
Piquemal Houghton Global Equities 4.45%
Digital Stars Europe 4.24%
AXA Aedificandi 4.06%
R-co Thematic Real Estate 3.19%
FTGF ClearBridge Infrastructure Value 1.91%
GIS SRI Ageing Population 1.67%
Jupiter Financial Innovation 0.82%
DNCA Invest Beyond Semperosa -1.04%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.67%
Candriam Equities L Oncology -2.26%
HMG Globetrotter -3.03%
BNP Paribas Aqua Grand Prix de la Finance -4.20%
Athymis Industrie 4.0 -4.80%
Thematics Water -5.64%
Auris Gravity US Equity Fund -5.98%
EdR Fund Big Data Grand Prix de la Finance -6.23%
JPMorgan Funds - Global Dividend -6.51%
Mandarine Global Transition -6.65%
Janus Henderson Horizon Global Sustainable Equity Fund -6.77%
VIA Smart Equity World -7.49%
Comgest Monde Grand Prix de la Finance -7.80%
Pictet - Water Grand Prix de la Finance -8.18%
Carmignac Investissement Grand Prix de la Finance -8.21%
MS INVF Global Opportunity -8.49%
MS INVF Global Brands -8.60%
CPR Invest Climate Action -8.81%
Sienna Actions Internationales -8.96%
Square Megatrends Champions -9.29%
Echiquier World Equity Growth Grand Prix de la Finance -9.43%
ODDO BHF Global Equity Stars -9.45%
Mirova Global Sustainable Equity -9.46%
Russell Inv. World Equity Fund -9.57%
EdR Fund Healthcare -9.67%
Franklin India Fund -10.04%
Fidelity Global Technology -10.15%
Sanso Smart Climate Grand Prix de la Finance -10.25%
M&G (Lux) Global Dividend Fund -10.31%
Thematics Meta -10.38%
Candriam Equities L Robotics & Innovative Technology -10.81%
Groupama Global Active Equity -11.17%
Covéa Actions Monde -11.22%
JPMorgan Funds - Global Select Equity -11.55%
Covéa Ruptures -11.56%
EdR Fund US Value -11.90%
Athymis Millennial -12.31%
Groupama Global Disruption -12.68%
Ofi Invest ESG Grandes Marques -12.85%
Pictet - Security -12.93%
Pictet - Digital -13.09%
Echiquier Artificial Intelligence Grand Prix de la Finance -13.38%
JPMorgan Funds - America Equity -13.78%
ODDO BHF Artificial Intelligence -13.84%
Eurizon Fund Equity Innovation -14.55%
Franklin U.S. Opportunities Fund -14.79%
Sycomore Sustainable Tech -15.32%
JPMorgan Funds - US Technology -15.68%
Tocqueville Global Tech ISR -16.44%
Franklin Technology Fund -16.93%
Loomis Sayles U.S. Growth Equity -16.94%
CPR Global Disruptive Opportunities -16.96%
Thematics AI and Robotics -17.19%
Claresco USA -17.49%
Pictet - Clean Energy Transition Grand Prix de la Finance -17.62%
BNP Paribas US Small Cap -17.76%
BNP Paribas Funds Disruptive Technology -18.07%
R-co Thematic Blockchain Global Equity -18.37%
AXA WF Robotech -19.66%
FTGF Royce US Small Cap Opportunity Fund -22.60%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
M&G (Lux) Episode Macro Fund 5.94%
RAM European Market Neutral Equities 5.87%
H2O Adagio 5.04%
Jupiter Merian Global Equity Absolute Return 4.16%
BNP Paribas Global Absolute Return Bond 3.54%
Sienna Performance Absolue Défensif 2.42%
Fidelity Absolute Return Global Equity Fund 2.29%
Exane Pleiade 1.89%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.74%
Cigogne UCITS Credit Opportunities 1.65%
Candriam Bonds Credit Alpha 1.45%
Syquant Capital - Helium Selection 1.36%
AXA WF Euro Credit Total Return 0.89%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.25%
Pictet TR - Atlas -0.01%
Pictet TR - Atlas Titan -0.38%
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

Autres articles

Buzz H24

Acteurs 29.04.2025

🧩 La forte volatilité des marchés pro...

Acteurs 02.05.2025

📊 Cette société de gestion française...

Patrimoine et Fiscalité 30.04.2025

🔢 CGP : Ce baromètre dresse un portra...

Interviews 29.04.2025

💪 Sur le long-terme, ce gérant value...

Un Témoin dans la Salle 28.04.2025

⚠️ Un impressionnant rebond pour ce f...

Produits 28.04.2025

🏆 Top 5 des fonds privilégiés par les...

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 24.67%
Alken Fund Small Cap Europe 23.50%
Indépendance Europe Small Grand Prix de la Finance 14.77%
Tailor Actions Avenir ISR 12.94%
Groupama Opportunities Europe 11.16%
BDL Convictions Grand Prix de la Finance 11.07%
Covéa Perspectives Entreprises 8.28%
Indépendance France Small & Mid Grand Prix de la Finance 7.96%
DNCA Invest Archer Mid-Cap Europe 7.24%
Richelieu Family 6.96%
Moneta Multi Caps Grand Prix de la Finance 6.42%
Uzès WWW Perf 6.29%
Tocqueville Euro Equity ISR 6.25%
EdR SICAV Tricolore Convictions 5.71%
Ecofi Smart Transition 5.64%
R-co 4Change Net Zero Equity Euro 5.39%
Sycomore Europe Happy @ Work 4.88%
Europe Income Family 4.76%
Fidelity Europe 4.71%
VALBOA Engagement ISR 4.45%
Quadrige France Smallcaps 4.24%
Mandarine Premium Europe 3.96%
Mandarine Europe Microcap 2.95%
ADS Venn Collective Alpha Europe 2.80%
Dorval Drivers Europe 2.58%
Mirova Europe Environmental Equity 2.27%
ELEVA Leaders Small & Mid Cap Europe 2.06%
HMG Découvertes 1.58%
Sycomore Europe Eco Solutions 1.11%
Norden SRI 1.10%
Palatine Europe Sustainable Employment -0.17%
Echiquier Positive Impact Europe -0.74%
Mandarine Unique -0.95%
Lazard Small Caps France -1.26%
LFR Euro Développement Durable ISR -1.69%
Tocqueville Croissance Euro ISR -2.02%
Amplegest Pricing Power Grand Prix de la Finance -2.42%
VEGA France Opportunités ISR -2.50%
DNCA Invest SRI Norden Europe -3.68%
VEGA Europe Convictions ISR -4.58%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.59%
Eiffel Nova Europe ISR -5.50%
CPR Croissance Dynamique -8.19%
ADS Venn Collective Alpha US -15.00%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 17.21%
Income Euro Sélection 1.93%
Carmignac Portfolio Credit 1.91%
Axiom Short Duration Bond 1.84%
Jupiter Dynamic Bond 1.78%
Axiom Obligataire Grand Prix de la Finance 1.77%
Alken Fund Income Opportunities 1.46%
DNCA Invest Credit Conviction 1.44%
SLF (LUX) Bond High Yield Opportunity 2026 1.38%
IVO Global Opportunities 1.37%
Ostrum SRI Crossover 1.30%
R-co Conviction Credit Euro 1.23%
FTGF Brandywine Global Income Optimiser Fund 1.20%
La Française Credit Innovation 1.19%
Mandarine Credit Opportunities 1.07%
Groupama Alpha Fixed Income Plus 1.05%
Tailor Crédit Rendement Cible 0.99%
Tikehau 2029 0.91%
Tikehau 2027 0.86%
Epsilon Euro Bond 0.85%
IVO EM Corporate Debt Short Duration SRI 0.85%
Schelcher Global Yield 2028 0.82%
Pluvalca Credit Opportunities 2028 0.80%
Ofi Invest Alpha Yield 0.66%
M All Weather Bonds 0.61%
Omnibond 0.57%
Ofi Invest High Yield 2029 0.55%
Tikehau European High Yield 0.52%
LO Funds - Short-Term Money Market CHF 0.48%
La Française Rendement Global 2028 0.48%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.47%
Auris Euro Rendement 0.39%
EdR Fund Bond Allocation 0.38%
Tailor Credit 2028 0.32%
Sanso Short Duration 0.30%
Auris Investment Grade 0.25%
Richelieu Euro Credit Unconstrained -0.06%
IVO EM Corporate Debt UCITS -0.19%
Eiffel Rendement 2028 -0.41%
Goldman Sachs Yen Liquid Reserves Fund Institutional -0.56%
Lazard Credit Opportunities -0.90%
AXA IM FIIS US Short Duration High Yield -7.57%
Amundi Cash USD -7.61%