CAC 40 Perf Jour Perf Ytd
7873.83 +0.3% +6.68%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 14.49%
H2O Moderato 14.31%
GF Ambition Solidaire 13.77%
Ginjer Actifs 360 Grand Prix de la Finance 11.42%
Moneta Long Short 8.93%
Exane Ceres 8.05%
Dorval Convictions 7.87%
Claresco Allocation Flexible 6.01%
VEGA Patrimoine ISR 5.28%
Eurose Grand Prix de la Finance 4.96%
Ruffer Total Return International 4.96%
Carmignac Patrimoine 4.93%
Auris Diversified Beta 3.78%
M&G (Lux) Dynamic Allocation Fund 3.43%
ELEVA AR - Dynamic 3.00%
R-co Valor Grand Prix de la Finance 2.88%
Sienna Diversifié Flexible Monde 2.87%
Echiquier ARTY SRI Grand Prix de la Finance 2.64%
VALBOA Exclusif 2.55%
Gay-Lussac Europe Flex 2.44%
R-co Valor Balanced Grand Prix de la Finance 2.00%
Dorval Global Allocation 1.98%
ELEVA Global Multi Opportunities 1.67%
Trusteam Optimum 1.41%
VEGA Euro Rendement ISR 1.28%
Sycomore Next Generation 1.24%
AXA WF Global Optimal Income 1.14%
Tikehau International Cross Assets 0.96%
DNCA Invest Evolutif 0.85%
ACATIS Value Event 0.78%
BNY Mellon Global Real Return Fund (EUR) 0.75%
Tailor Allocation Defensive Grand Prix de la Finance 0.67%
Russell Inv. MAGS 0.51%
Elkano Global Fund 0.33%
Monocle Fund -0.18%
First Eagle Amundi International Fund -0.26%
Ofi Invest ESG MultiTrack -0.42%
Mandarine Solution -0.74%
Lazard Patrimoine SRI -0.99%
GIS Global Multi Asset Income -1.45%
ODDO BHF Polaris Balanced -1.47%
IDE Dynamic World Flexible -1.61%
Mansartis Investissements ISR -1.90%
Echiquier Allocation Flexible -2.62%
Nova Dynamique -5.94%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 26.16%
Sienna Actions Bas Carbone 10.56%
Aperture European Innovation 9.26%
Piquemal Houghton Global Equities 9.22%
Digital Stars Europe 8.45%
Jupiter Financial Innovation 8.27%
AXA Aedificandi 4.20%
GIS SRI Ageing Population 4.13%
R-co Thematic Real Estate 3.48%
FTGF ClearBridge Infrastructure Value 3.08%
MS INVF Global Opportunity 2.36%
DNCA Invest Beyond Semperosa 2.05%
Athymis Industrie 4.0 1.55%
Janus Henderson Horizon Global Sustainable Equity Fund 1.17%
BNP Paribas Aqua Grand Prix de la Finance 0.88%
Auris Gravity US Equity Fund 0.13%
HMG Globetrotter -0.07%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.41%
Carmignac Investissement Grand Prix de la Finance -0.69%
JPMorgan Funds - Global Dividend -1.10%
Pictet - Digital -1.30%
VIA Smart Equity World -1.46%
Thematics Water -1.57%
Mandarine Global Transition -1.78%
Fidelity Global Technology -1.89%
EdR Fund Big Data Grand Prix de la Finance -2.10%
Comgest Monde Grand Prix de la Finance -2.66%
Square Megatrends Champions -2.73%
Pictet - Water Grand Prix de la Finance -2.80%
MS INVF Global Brands -2.83%
Pictet - Security -2.83%
Candriam Equities L Robotics & Innovative Technology -2.90%
CPR Invest Climate Action -3.07%
Sienna Actions Internationales -3.25%
Echiquier World Equity Growth Grand Prix de la Finance -3.72%
Mirova Global Sustainable Equity -3.94%
Sycomore Sustainable Tech -4.08%
Sanso Smart Climate Grand Prix de la Finance -4.38%
M&G (Lux) Global Dividend Fund -4.42%
EdR Fund US Value -4.60%
Thematics Meta -4.74%
ODDO BHF Global Equity Stars -4.76%
Echiquier Artificial Intelligence Grand Prix de la Finance -4.79%
Russell Inv. World Equity Fund -4.79%
Pictet - Clean Energy Transition Grand Prix de la Finance -5.23%
JPMorgan Funds - Global Select Equity -5.62%
Groupama Global Active Equity -5.77%
ODDO BHF Artificial Intelligence -5.91%
Candriam Equities L Oncology -6.02%
Covéa Actions Monde -6.21%
Covéa Ruptures -6.33%
Groupama Global Disruption -6.44%
Ofi Invest ESG Grandes Marques -6.69%
JPMorgan Funds - US Technology -6.96%
Eurizon Fund Equity Innovation -7.12%
R-co Thematic Blockchain Global Equity -7.22%
Franklin India Fund -7.66%
Tocqueville Global Tech ISR -7.97%
JPMorgan Funds - America Equity -8.10%
Loomis Sayles U.S. Growth Equity -8.24%
BNP Paribas Funds Disruptive Technology -8.34%
EdR Fund Healthcare -8.37%
Athymis Millennial -8.44%
Thematics AI and Robotics -8.73%
Franklin U.S. Opportunities Fund -8.83%
Franklin Technology Fund -9.24%
BNP Paribas US Small Cap -9.64%
CPR Global Disruptive Opportunities -9.82%
AXA WF Robotech -10.24%
Claresco USA -11.32%
FTGF Royce US Small Cap Opportunity Fund -13.83%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 5.44%
H2O Adagio 4.94%
RAM European Market Neutral Equities 4.66%
BNP Paribas Global Absolute Return Bond 3.62%
M&G (Lux) Episode Macro Fund 3.54%
Sienna Performance Absolue Défensif 3.32%
Fidelity Absolute Return Global Equity Fund 2.79%
Exane Pleiade 2.69%
Cigogne UCITS Credit Opportunities 2.07%
Syquant Capital - Helium Selection 1.80%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.67%
Candriam Bonds Credit Alpha 1.30%
AXA WF Euro Credit Total Return 1.18%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.08%
Pictet TR - Atlas Titan 0.54%
Pictet TR - Atlas 0.49%
Articles Patrimoine et Fiscalité

Quand les Family Offices entrent dans la danse...

 

 

Olivier FAROUZ, Président de Groupe Premium

« Je vous annonce une grande nouvelle ! Le Groupe Premium vient de faire l’acquisition du prestigieux Family Office Agami Family Office.

Leader reconnu dans l’accompagnement des familles fortunées et la gestion patrimoniale sur-mesure, basé à Paris, Agami rejoint de ce fait notre filiale Leone Kapital, multi family office de référence du Groupe Premium, offrant ainsi un portefeuille de services encore plus complet et sur-mesure pour les clients à fort potentiel.»

 

Fondée en 2006, Agami conseille plus de 130 clients aux profils variés, et représentait l’an dernier 1,5 milliard d’euros d’actifs liquides supervisés.

 

H24 : Les grandes opérations redémarrent après la trêve estivale... et pour bientôt les "M&A" dans les sociétés de gestion wink

Publié le vendredi 20 septembre 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 33.18%
Alken Fund Small Cap Europe 28.90%
Indépendance Europe Small Grand Prix de la Finance 21.09%
Tailor Actions Avenir ISR 17.64%
BDL Convictions Grand Prix de la Finance 16.29%
Groupama Opportunities Europe 14.71%
Indépendance France Small & Mid Grand Prix de la Finance 13.06%
Uzès WWW Perf 12.53%
Covéa Perspectives Entreprises 11.57%
VALBOA Engagement ISR 11.46%
Ecofi Smart Transition 11.42%
DNCA Invest Archer Mid-Cap Europe 11.09%
Richelieu Family 10.96%
R-co 4Change Net Zero Equity Euro 10.95%
Europe Income Family 10.58%
Tocqueville Euro Equity ISR 10.55%
Moneta Multi Caps Grand Prix de la Finance 10.47%
EdR SICAV Tricolore Convictions 9.82%
Quadrige France Smallcaps 9.37%
Sycomore Europe Happy @ Work 8.25%
Fidelity Europe 8.22%
Mandarine Premium Europe 7.85%
Mandarine Europe Microcap 7.69%
Dorval Drivers Europe 6.72%
ADS Venn Collective Alpha Europe 6.27%
Sycomore Europe Eco Solutions 5.42%
Mirova Europe Environmental Equity 5.38%
Palatine Europe Sustainable Employment 5.17%
ELEVA Leaders Small & Mid Cap Europe 5.10%
HMG Découvertes 4.71%
Norden SRI 4.64%
Gay-Lussac Microcaps Europe 4.61%
Mandarine Unique 4.08%
LFR Euro Développement Durable ISR 3.63%
VEGA France Opportunités ISR 2.90%
Tocqueville Croissance Euro ISR 2.43%
Lazard Small Caps France 2.35%
Echiquier Positive Impact Europe 2.05%
Amplegest Pricing Power Grand Prix de la Finance 1.95%
VEGA Europe Convictions ISR 1.03%
Eiffel Nova Europe ISR -0.09%
DNCA Invest SRI Norden Europe -0.79%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -1.06%
CPR Croissance Dynamique -3.56%
ADS Venn Collective Alpha US -7.81%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 18.47%
Income Euro Sélection 2.57%
IVO Global Opportunities 2.30%
Carmignac Portfolio Credit 2.24%
Axiom Obligataire Grand Prix de la Finance 2.17%
Axiom Short Duration Bond 1.96%
SLF (LUX) Bond High Yield Opportunity 2026 1.84%
Schelcher Global Yield 2028 1.62%
La Française Credit Innovation 1.61%
Ostrum SRI Crossover 1.57%
Mandarine Credit Opportunities 1.53%
Alken Fund Income Opportunities 1.45%
DNCA Invest Credit Conviction 1.43%
IVO EM Corporate Debt Short Duration SRI 1.43%
Tikehau 2027 1.36%
Auris Investment Grade 1.35%
Pluvalca Credit Opportunities 2028 1.32%
Tikehau European High Yield 1.26%
Tikehau 2029 1.14%
Ofi Invest Alpha Yield 1.14%
Ofi Invest High Yield 2029 1.13%
Jupiter Dynamic Bond 1.07%
Groupama Alpha Fixed Income Plus 1.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 1.05%
La Française Rendement Global 2028 1.04%
R-co Conviction Credit Euro 1.02%
Omnibond 1.01%
FTGF Brandywine Global Income Optimiser Fund 0.94%
Auris Euro Rendement 0.92%
Tailor Crédit Rendement Cible 0.72%
Tailor Credit 2028 0.54%
Eiffel Rendement 2028 0.53%
Sanso Short Duration 0.41%
M All Weather Bonds 0.16%
Epsilon Euro Bond 0.11%
Richelieu Euro Credit Unconstrained 0.05%
LO Funds - Short-Term Money Market CHF -0.09%
EdR Fund Bond Allocation -0.26%
IVO EM Corporate Debt UCITS -0.68%
Lazard Credit Opportunities -0.88%
Goldman Sachs Yen Liquid Reserves Fund Institutional -1.36%
AXA IM FIIS US Short Duration High Yield -4.79%
Amundi Cash USD -5.76%