CAC 40 Perf Jour Perf Ytd
7691.55 +1.78% +4.21%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 36.55%
Jupiter Financial Innovation 14.10%
Aperture European Innovation 13.35%
Digital Stars Europe 12.67%
Sienna Actions Bas Carbone 8.76%
R-co Thematic Real Estate 8.66%
AXA Aedificandi 8.60%
Candriam Equities L Robotics & Innovative Technology 6.81%
Piquemal Houghton Global Equities 6.78%
Auris Gravity US Equity Fund 6.55%
R-co Thematic Blockchain Global Equity 6.31%
Athymis Industrie 4.0 4.33%
FTGF ClearBridge Infrastructure Value 2.78%
Carmignac Investissement Grand Prix de la Finance 2.29%
HMG Globetrotter 2.21%
Echiquier Artificial Intelligence Grand Prix de la Finance 2.13%
MS INVF Global Opportunity 1.95%
GIS Sycomore Ageing Population 1.79%
Janus Henderson Horizon Global Sustainable Equity Fund 1.17%
Sycomore Sustainable Tech 1.17%
Pictet - Digital 0.79%
DNCA Invest Beyond Semperosa 0.59%
Square Megatrends Champions 0.32%
Mandarine Global Transition -1.44%
Fidelity Global Technology -1.44%
BNP Paribas Aqua Grand Prix de la Finance -1.55%
JPMorgan Funds - Global Dividend -1.90%
VIA Smart Equity World -2.19%
EdR Fund Big Data Grand Prix de la Finance -2.62%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -2.63%
Candriam Equities L Oncology -3.30%
Thematics Water -3.55%
Pictet - Security -3.68%
CPR Invest Climate Action -3.74%
Sienna Actions Internationales -3.82%
Pictet - Water Grand Prix de la Finance -3.84%
JPMorgan Funds - US Technology -3.94%
Groupama Global Active Equity -4.23%
Franklin Technology Fund -4.32%
Echiquier World Equity Growth Grand Prix de la Finance -4.61%
ODDO BHF Artificial Intelligence -4.81%
M&G (Lux) Global Dividend Fund -4.88%
Sanso Smart Climate Grand Prix de la Finance -4.88%
Pictet - Clean Energy Transition Grand Prix de la Finance -4.97%
Thematics AI and Robotics -5.17%
Comgest Monde Grand Prix de la Finance -5.57%
Russell Inv. World Equity Fund -5.60%
Mirova Global Sustainable Equity -5.61%
Tocqueville Global Tech ISR -5.63%
Groupama Global Disruption -5.83%
Covéa Ruptures -5.85%
Thematics Meta -5.95%
Eurizon Fund Equity Innovation -6.25%
JPMorgan Funds - Global Select Equity -6.71%
MS INVF Global Brands -7.01%
Covéa Actions Monde -7.13%
BNP Paribas Funds Disruptive Technology -7.21%
Ofi Invest Grandes Marques -7.33%
Loomis Sayles U.S. Growth Equity -7.40%
ODDO BHF Global Equity Stars -7.57%
Franklin U.S. Opportunities Fund -8.18%
EdR Fund US Value -8.55%
Athymis Millennial -9.26%
JPMorgan Funds - America Equity -9.39%
Franklin India Fund -9.55%
CPR Global Disruptive Opportunities -10.01%
Claresco USA -10.19%
AXA WF Robotech -11.09%
BNP Paribas US Small Cap -11.11%
EdR Fund Healthcare -11.95%
FTGF Royce US Small Cap Opportunity Fund -13.97%
PERFORMANCE ABSOLUE Perf. YTD
SRI

110 exposants à la première de Patrimonia Paris


C’était la 1ère édition parisienne du salon Patrimonia, historiquement ancré dans la capitale des Gaules.

La hausse du mercure n’a pas empêché les professionnels du patrimoine de visiter les stands.


Immobilier, gestion d’actifs, private equity...

 À côté d’Arkéa AM, Apax by Seven2, Covéa Finance, H2O AM, Inocap Gestion (fusionnée au sein de Groupama AM depuis le 1er avril 2025), Janus Henderson Investors, Mandarine Gestion, Skagen et Varenne Capital Partners, on a vu de nombreux opérateurs immobiliers comme Praemia REIM et des spécialistes des produits structurés comme Equitim et Adequity.


Des acteurs originaux pour investir dans…

  • Les crypto-monnaies avec Bitwise Asset Management

  • L’agriculture avec MyMarguerit qui contribue à financer directement l’agriculture au sein de l'élevage bovin en France. Impact social positif, possibilité de déduire du revenu imposable 7% à 10% de l’investissement pendant 10 ans


L’or n’a pas fini de briller

Chez Godot & Fils, une affaire familiale qui s’est fortement développée en région parisienne et partout en France, les questions étaient nombreuses pour découvrir les services de cette maison indépendante. 

On a vu une grande figure de l’asset management très concentrée à ce stand… wink

Buzz H24

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 42.73%
Axiom European Banks Equity Grand Prix de la Finance 34.39%
Indépendance Europe Small Grand Prix de la Finance 30.57%
Tailor Actions Avenir ISR 24.80%
Quadrige France Smallcaps 21.74%
VALBOA Engagement ISR 21.52%
Indépendance France Small & Mid Grand Prix de la Finance 18.59%
BDL Convictions Grand Prix de la Finance 17.27%
Uzès WWW Perf 16.83%
Groupama Opportunities Europe 16.39%
Covéa Perspectives Entreprises 16.23%
DNCA Invest Archer Mid-Cap Europe 14.86%
Moneta Multi Caps Grand Prix de la Finance 14.35%
Europe Income Family 12.55%
Richelieu Family 12.11%
Mandarine Premium Europe 11.98%
R-co 4Change Net Zero Equity Euro 10.40%
Tocqueville Euro Equity ISR 9.45%
EdR SICAV Tricolore Convictions 9.41%
Mandarine Europe Microcap 9.06%
Ecofi Smart Transition 8.70%
Gay-Lussac Microcaps Europe 8.57%
Lazard Small Caps France 7.81%
HMG Découvertes 7.68%
Sycomore Europe Happy @ Work 6.65%
ELEVA Leaders Small & Mid Cap Europe 6.62%
Mandarine Unique 6.40%
Sycomore Europe Eco Solutions 5.63%
Fidelity Europe 5.59%
Dorval Drivers Europe 5.07%
Mirova Europe Environmental Equity 4.72%
Palatine Europe Sustainable Employment 4.14%
ADS Venn Collective Alpha Europe 4.03%
Norden SRI 3.10%
LFR Euro Développement Durable ISR 2.69%
Amplegest Pricing Power Grand Prix de la Finance 0.63%
Eiffel Nova Europe ISR 0.38%
Tocqueville Croissance Euro ISR 0.15%
VEGA France Opportunités ISR -0.34%
Echiquier Positive Impact Europe -0.77%
DNCA Invest SRI Norden Europe -1.45%
VEGA Europe Convictions ISR -1.75%
CPR Croissance Dynamique -3.63%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.69%
ADS Venn Collective Alpha US -10.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 21.39%
IVO Global High Yield 4.18%
Axiom Obligataire Grand Prix de la Finance 3.73%
Axiom Emerging Markets Corporate Bonds 3.71%
Income Euro Sélection 3.59%
Carmignac Portfolio Credit 3.54%
Jupiter Dynamic Bond 3.21%
Omnibond 3.10%
Axiom Short Duration Bond 2.76%
DNCA Invest Credit Conviction 2.72%
La Française Credit Innovation 2.71%
IVO EM Corporate Debt Short Duration SRI 2.65%
SLF (LUX) Bond High Yield Opportunity 2026 2.60%
Schelcher Global Yield 2028 2.59%
Ostrum SRI Crossover 2.41%
Tikehau European High Yield 2.41%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.35%
Ofi Invest Alpha Yield 2.28%
IVO EM Corporate Debt UCITS 2.24%
R-co Conviction Credit Euro 2.21%
Tikehau 2029 2.19%
Alken Fund Income Opportunities 2.10%
FTGF Brandywine Global Income Optimiser Fund 2.09%
Ofi Invest High Yield 2029 2.06%
Tailor Crédit Rendement Cible 2.05%
Auris Investment Grade 2.03%
Pluvalca Credit Opportunities 2028 2.00%
Tikehau 2027 1.99%
La Française Rendement Global 2028 1.97%
Tailor Credit 2028 1.82%
Mandarine Credit Opportunities 1.79%
Auris Euro Rendement 1.71%
M All Weather Bonds 1.62%
Groupama Alpha Fixed Income Plus 1.60%
Eiffel Rendement 2028 1.38%
Epsilon Euro Bond 1.20%
Richelieu Euro Credit Unconstrained 0.99%
EdR Fund Bond Allocation 0.98%
Lazard Credit Opportunities 0.94%
Sanso Short Duration 0.79%
LO Funds - Short-Term Money Market CHF 0.17%
Goldman Sachs Yen Liquid Reserves Fund Institutional -4.09%
AXA IM FIIS US Short Duration High Yield -8.49%
Amundi Cash USD -9.73%