CAC 40 Perf Jour Perf Ytd
7576.02 +0.46% +0.44%
Diversifiés / Flexibles Perf. YTD
Cliquer sur un fonds de la sélection H24
R-co Valor 17.15%
First Eagle Amundi International Fund 16.45%
IDE Dynamic World Flexible 13.78%
R-co Valor Balanced 11.54%
DNCA Invest Evolutif 11.12%
GF Ambition Solidaire 9.95%
Russell Inv. MAGS 8.93%
ACATIS Value Event 8.91%
Mansartis Investissements ISR 7.80%
Ofi Invest ESG MultiTrack 7.40%
ODDO BHF Exklusiv : Polaris Balanced 7.30%
BNY Mellon Global Real Return Fund (EUR) 6.97%
M&G (Lux) Dynamic Allocation Fund 6.60%
Carmignac Patrimoine 6.41%
Dorval Global Allocation 6.28%
Dorval Convictions 6.15%
Tikehau International Cross Assets 5.28%
Tailor Allocation Defensive 5.17%
Sienna Diversifié Flexible Monde 5.13%
Exane Ceres 4.72%
GIS Global Multi Asset Income 4.49%
Mandarine Solution 4.45%
VEGA Euro Rendement ISR 4.41%
Lazard Patrimoine Opportunities SRI 4.39%
Equilibre Ecologique 4.30%
Ginjer Actifs 360 4.30%
Echiquier Allocation Flexible 4.26%
Sycomore Next Generation 4.22%
JPMorgan Funds - Global Macro Opportunities 3.90%
Auris Diversified Beta 3.78%
Dorval Global Conservative 3.76%
Echiquier ARTY SRI 3.49%
Moneta Long Short 3.46%
VEGA Patrimoine ISR 3.34%
BDL Rempart 3.17%
Exclusif 21 3.02%
Eurose 2.84%
Ruffer Total Return International 2.57%
H2O Moderato 2.51%
Cogefi Flex Dynamic 1.70%
Lazard Patrimoine SRI 1.31%
Trusteam ROC Flex 1.30%
Vivienne Ouessant 0.24%
Gay-Lussac Europe Flex -2.03%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
CM-AM Global Gold 32.28%
Franklin U.S. Opportunities Fund 23.77%
MS INVF Global Opportunity 23.29%
Loomis Sayles U.S. Growth 22.79%
Franklin Technology Fund 20.36%
Pictet - Digital 20.23%
R-co Thematic Blockchain Global Equity 19.91%
Echiquier Artificial Intelligence 19.40%
Groupama Global Disruption 19.23%
M&G (Lux) Global Dividend Fund 18.94%
Mirova Global Sustainable Equity 18.71%
Carmignac Investissement 18.55%
BNP Paribas Funds Disruptive Technology 18.45%
VIA Smart Equity World 18.16%
Ofi Invest ISR Grandes Marques 17.76%
Athymis Millennial 17.69%
HMG Globetrotter 17.47%
Fidelity Global Technology 17.25%
Sycomore Sustainable Tech 17.18%
Echiquier World Equity Growth 16.53%
CPR Global Disruptive Opportunities 16.28%
Sanso Smart Climate 15.80%
Digital Stars Europe 15.57%
Janus Henderson Horizon Global Sustainable Equity Fund 14.88%
Russell Inv. World Equity Fund 14.87%
R-co Valor 4Change Global Equity 14.64%
Comgest Monde 14.31%
EdR Fund Big Data 14.24%
JPMorgan Funds - Global Dividend 13.68%
Mandarine Global Transition 13.54%
Jupiter Global Ecology Growth 13.04%
Square Megatrends Champions 13.00%
Pictet - Security 12.97%
Covéa Ruptures 12.91%
ODDO BHF Artificial Intelligence 12.79%
GemEquity 12.30%
AXA WF Robotech 12.19%
Aperture European Innovation 12.17%
JPMorgan Funds - China A-Share Opportunities 11.89%
Pictet - Water 10.94%
Piquemal Houghton Global Equities 10.86%
BNP Paribas US Small Cap 10.78%
Candriam Equities L Oncology Impact 10.67%
Aesculape SRI 10.64%
MS INVF Global Brands 10.51%
Pictet - Global Megatrend Selection 10.09%
JPMorgan Funds - Global Healthcare 9.60%
FTGF ClearBridge Infrastructure Value 9.59%
Pictet - Global Environmental Opportunities 9.58%
Thematics Water 9.49%
AXA Aedificandi 9.08%
Thematics Meta 8.88%
BNP Paribas Aqua 8.61%
M&G (Lux) Global Listed Infrastructure Fund 8.55%
Sienna Actions Bas Carbone ISR 8.51%
Thematics AI and Robotics 8.16%
Pictet - Clean Energy Transition 6.76%
CPR Invest Hydrogen 6.75%
EdR Fund US Value 6.44%
DNCA Invest Beyond Semperosa 6.34%
Ecofi Enjeux Futurs 5.86%
EdR Fund Healthcare 5.68%
GIS SRI Ageing Population 5.48%
Templeton Global Climate Change Fund 4.33%
Pictet - Premium Brands 3.07%
Echiquier World Next Leaders 2.58%
Candriam EQ L Europe Innovation 1.58%
OPCVM Absolute Return Perf. YTD
Cliquer sur un fonds de la sélection H24
Pictet TR - Atlas 6.66%
AXA WF Euro Credit Total Return 6.64%
Cigogne UCITS Credit opportunities 5.16%
Jupiter Merian Global Equity Absolute Return 4.95%
M&G (Lux) Episode Macro Fund 4.40%
Sanso MultiStratégies 4.27%
DNCA Invest Alpha Bonds 4.20%
Candriam Absolute Return Equity Market Neutral 4.07%
Candriam Bonds Credit Alpha 3.86%
Exane Pleiade 3.74%
Fidelity Absolute Return Global Equity Fund 3.33%
Syquant Capital - Helium Selection 2.83%
H2O Adagio 2.63%
Vivienne Bréhat -5.57%
Actualité Vidéos
Imprimer Envoyer l'Actu

Comment ont-ils vécu ce Patrimonia ?

Publié le mardi 1 octobre 2024

Les mots de Bertrand Conchon (Directeur Commercial Adjoint Courtiers & CGP France et Benelux) d'Ofi Invest AM à propos de la 31ème édition du plus grand rassemblement des professionnels du Patrimoine.

Retour
Diversifiés/Flex Actions Convertibles
PEA Obligations Absolute return
Buzz H24
Vidéos : De 100 à 600 millions € d'encours depuis janvier
Témoin : Une nouvelle saison pour la série Netflix de La Financière de l'Echiquier
Marché : Actions, Obligations, Immo, Structurés... qui gagne le match auprès des CGP ?
Acteurs : Les meilleurs fonds de gestion alternative à choisir pour les prochains mois…
Produits : Palmarès des fonds diversifiés selon l'échelle de risque…
Patrimoine : Conseillers, banquiers, gérants... quels salaires en 2025 ?
OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 36.78%
DNCA Invest SRI Norden Europe 12.55%
Sycomore Europe Happy @ Work 12.13%
CPR Croissance Dynamique 11.72%
VEGA Europe Convictions ISR 10.98%
Europe Income Family 9.67%
Groupama Opportunities Europe 9.40%
Alken Fund Small Cap Europe 8.76%
Echiquier Major SRI Growth Europe 8.68%
Tocqueville Euro Equity ISR 8.54%
Echiquier Positive Impact Europe 8.42%
Tocqueville Croissance Euro ISR 8.36%
EdR SICAV Euro Sustainable Equity 7.41%
BNP Paribas Développement Humain 7.34%
Amplegest Pricing Power 7.19%
Alken European Opportunities 6.78%
DNCA Invest Archer Mid-Cap Europe 6.74%
BDL Convictions 5.83%
Dorval Manageurs 5.78%
HMG Découvertes 5.70%
Tailor Actions Avenir ISR 5.32%
EdR SICAV Tricolore Convictions 5.25%
Fidelity Europe 5.03%
VEGA France Opportunités ISR 5.02%
Dorval European Climate Initiative 4.75%
R-co Conviction Equity Value Euro 4.65%
Athymis Trendsetters Europe 4.31%
Mandarine Europe Microcap 4.29%
Gay-Lussac Microcaps Europe 4.18%
Uzès WWW Perf 4.18%
Mandarine Premium Europe 3.84%
Indépendance Europe Small 3.83%
Mandarine Unique 3.25%
Indépendance France Small & Mid 2.45%
Palatine Europe Sustainable Employment 1.96%
Sycomore Europe Eco Solutions 1.57%
Dorval Manageurs Europe 1.30%
Centifolia 1.07%
France Engagement 1.01%
Covéa Perspectives Entreprises 0.83%
Mirova Europe Environmental Equity 0.58%
Richelieu Family -0.29%
Pluvalca Small Caps -1.02%
LONVIA Mid-Cap Europe -1.34%
Mandarine Social Leaders -1.77%
LFR Euro Développement Durable ISR -1.81%
Moneta Multi Caps -2.03%
Quadrator SRI -2.52%
Eiffel Nova Europe ISR -4.30%
Groupama Avenir Euro -5.09%
Quadrige France Smallcaps -5.53%
Lazard Small Caps France -7.07%
Quadrige Europe Midcaps -9.14%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
M Global Convertibles SRI 4.92%
Lazard Convertible Global 3.63%
OPCVM Obligations Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom Obligataire 10.66%
Omnibond 10.59%
IVO Fixed Income 10.25%
Groupama Axiom Legacy 10.20%
Carmignac Portfolio Credit 7.45%
Schelcher Global High Yield ESG 7.16%
Ofi Invest ESG Alpha Yield 6.99%
Tikehau European High Yield 6.83%
BNP Paribas Funds Euro High Yield Bd 6.66%
AXA IM FIIS US Short Duration High Yield 5.87%
SLF (LUX) Bond High Yield Opportunity 2026 5.57%
Eiffel Rendement 2028 5.47%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 5.41%
Tikehau 2027 5.23%
Amundi Cash USD 4.98%
La Française Rendement Global 2028 4.95%
Auris Euro Rendement 4.88%
Tailor Crédit Rendement Cible 4.81%
La Française Credit Innovation 4.66%
Richelieu Euro Credit Unconstrained 4.41%
Tailor Credit 2028 C 4.22%
Lazard Credit Opportunities 4.15%
Pluvalca Credit Opportunities 2028 4.05%
ODDO BHF Global Target 2028 3.75%
Ofi Invest High Yield 2027 3.52%
Ostrum SRI Crédit Ultra Short Plus 3.50%
Auris Investment Grade 3.46%
Sycoyield 2026 3.34%
Sanso Short Duration 3.32%
BNP Paribas Bond 6 M 3.21%
H2O Multibonds 2.49%
EdR Fund Bond Allocation 2.32%
Franklin European Total Return Fund 2.04%
FTGF Brandywine Global Income Optimiser Fund 1.84%
Jupiter Dynamic Bond 1.68%
LO Funds - Short-Term Money Market CHF -0.13%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.40%