CAC 40 Perf Jour Perf Ytd
7593.87 +0.5% +2.89%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 15.00%
BDL Rempart Grand Prix de la Finance 12.87%
GF Ambition Solidaire 9.64%
Ginjer Actifs 360 Grand Prix de la Finance 7.63%
Moneta Long Short 6.00%
Exane Ceres 5.24%
Ruffer Total Return International 5.02%
Dorval Convictions 5.02%
Eurose Grand Prix de la Finance 4.13%
M&G (Lux) Dynamic Allocation Fund 2.88%
VEGA Patrimoine ISR 2.54%
Carmignac Patrimoine 2.48%
Echiquier ARTY SRI Grand Prix de la Finance 2.04%
Gay-Lussac Europe Flex 1.61%
Auris Diversified Beta 1.60%
ELEVA AR - Dynamic 1.36%
Claresco Allocation Flexible 1.02%
Trusteam Optimum 0.77%
Dorval Global Conservative 0.73%
VEGA Euro Rendement ISR 0.05%
Tailor Allocation Defensive Grand Prix de la Finance 0.04%
Dorval Global Allocation -0.21%
BNY Mellon Global Real Return Fund (EUR) -0.28%
VALBOA Exclusif -0.30%
Sycomore Next Generation -0.52%
Elkano Global Fund -0.65%
Lazard Patrimoine SRI -0.79%
Tikehau International Cross Assets -1.02%
Sienna Diversifié Flexible Monde -1.05%
R-co Valor Balanced Grand Prix de la Finance -1.16%
ELEVA Global Multi Opportunities -1.77%
AXA WF Global Optimal Income -1.97%
Ofi Invest ESG MultiTrack -1.97%
ACATIS Value Event -2.02%
Russell Inv. MAGS -2.02%
Mandarine Solution -2.34%
R-co Valor Grand Prix de la Finance -2.99%
Echiquier Allocation Flexible -3.20%
GIS Global Multi Asset Income -3.50%
DNCA Invest Evolutif -4.07%
First Eagle Amundi International Fund -4.27%
Monocle Fund -4.30%
ODDO BHF Polaris Balanced -4.85%
Mansartis Investissements ISR -6.25%
Nova Dynamique -7.35%
IDE Dynamic World Flexible -7.47%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 26.97%
Sienna Actions Bas Carbone 5.36%
Aperture European Innovation 5.01%
Piquemal Houghton Global Equities 4.13%
Digital Stars Europe 3.26%
AXA Aedificandi 2.06%
FTGF ClearBridge Infrastructure Value 1.91%
R-co Thematic Real Estate 1.45%
GIS SRI Ageing Population 1.20%
Jupiter Financial Innovation -0.33%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.67%
DNCA Invest Beyond Semperosa -2.11%
Candriam Equities L Oncology -3.16%
HMG Globetrotter -3.43%
BNP Paribas Aqua Grand Prix de la Finance -5.18%
Athymis Industrie 4.0 -5.60%
Thematics Water -5.64%
Auris Gravity US Equity Fund -5.98%
JPMorgan Funds - Global Dividend -6.51%
EdR Fund Big Data Grand Prix de la Finance -6.72%
Janus Henderson Horizon Global Sustainable Equity Fund -6.77%
Mandarine Global Transition -7.30%
VIA Smart Equity World -7.91%
Pictet - Water Grand Prix de la Finance -8.18%
Comgest Monde Grand Prix de la Finance -8.32%
MS INVF Global Opportunity -8.49%
MS INVF Global Brands -8.60%
Carmignac Investissement Grand Prix de la Finance -8.72%
CPR Invest Climate Action -9.20%
Sienna Actions Internationales -9.27%
Echiquier World Equity Growth Grand Prix de la Finance -9.77%
Square Megatrends Champions -9.81%
Mirova Global Sustainable Equity -9.82%
Franklin India Fund -10.04%
Fidelity Global Technology -10.15%
M&G (Lux) Global Dividend Fund -10.31%
Thematics Meta -10.38%
Russell Inv. World Equity Fund -10.50%
EdR Fund Healthcare -10.66%
Sanso Smart Climate Grand Prix de la Finance -10.79%
Candriam Equities L Robotics & Innovative Technology -10.90%
ODDO BHF Global Equity Stars -10.92%
JPMorgan Funds - Global Select Equity -11.55%
Covéa Actions Monde -11.56%
Groupama Global Active Equity -11.62%
Covéa Ruptures -11.77%
EdR Fund US Value -11.83%
Groupama Global Disruption -12.68%
Pictet - Security -12.93%
Athymis Millennial -12.94%
Pictet - Digital -13.09%
Ofi Invest ESG Grandes Marques -13.18%
ODDO BHF Artificial Intelligence -13.78%
JPMorgan Funds - America Equity -13.78%
Echiquier Artificial Intelligence Grand Prix de la Finance -13.84%
Eurizon Fund Equity Innovation -14.55%
Franklin U.S. Opportunities Fund -14.79%
Sycomore Sustainable Tech -15.40%
JPMorgan Funds - US Technology -15.68%
Franklin Technology Fund -16.93%
Loomis Sayles U.S. Growth Equity -16.94%
Tocqueville Global Tech ISR -17.02%
Thematics AI and Robotics -17.19%
CPR Global Disruptive Opportunities -17.22%
Claresco USA -17.49%
Pictet - Clean Energy Transition Grand Prix de la Finance -17.62%
BNP Paribas US Small Cap -17.73%
R-co Thematic Blockchain Global Equity -17.95%
BNP Paribas Funds Disruptive Technology -18.07%
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 5.12%
H2O Adagio 4.98%
Jupiter Merian Global Equity Absolute Return 4.11%
BNP Paribas Global Absolute Return Bond 3.61%
Sienna Performance Absolue Défensif 2.39%
Fidelity Absolute Return Global Equity Fund 2.29%
Exane Pleiade 2.04%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.74%
Cigogne UCITS Credit Opportunities 1.65%
Candriam Bonds Credit Alpha 1.36%
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 0.49%
Pictet TR - Atlas -0.01%
Pictet TR - Atlas Titan -0.38%
Articles Acteurs

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

2023

Résultat Net

2023
Alpheys nc 0.106
Amiral Gestion 40.1 6.13
Amplegest 28.7 3.16
Seven2 (ex Apax Partners) 61.7 19.5
Arbevel 23.4 3.88
Athymis Gestion 3.18 0.155
Auris Gestion nc nc
Axiom AI 21.6 4.01
BDL CM nc nc
Carmignac Gestion nc nc
Clartan Associés 13.8 2.25
Cogefi Gestion 4.39 -0.297
Comgest nc nc
CPRAM nc nc
DNCA Finance nc nc
Dorval AM 13.7 -1.73
Ecofi 20.5 -2.03
Edmond de Rothschild AM France 192 12.6
Eiffel Investment Group 54.9 11.1
Eleva Capital (clôture à fin mars 24) 160 65
Erasmus Gestion 9.08 0.715
Exclusive Partners 28.9 5.58
Fil Gestion 32.9 4.02
Financière de la Cité 5.08 0.267
Financière de l'Arc 3.81 -0.140
Flornoy Ferri nc nc
Gay-Lussac Gestion nc nc
Gemway Assets 15.4 2.65
Ginjer AM nc 0.370
Groupe La Française 42.4 -5.57
Indépendance AM nc nc
IVO Capital Partners 11.6 1.81
La Financière de l'Echiquier 173 28.8
La Financière Responsable AM 3.4 0.137
IDE   6.31 2.81
Lonvia Capital nc -0.687
Mandarine Gestion 23.4 4.43
Mansartis nc nc
Mirova 116 31.1
Moneta AM 61 19.9
Monocle AM 1.63 0.98
Montpensier Finance nc nc
Montségur Finance nc nc
Nortia 88.3 2.35
OFI Invest AM 336 20.6
Perial AM 62.7 14.1
Pierre 1er Gestion nc nc
Piquemal Houghton Investments 1.05 0.270
Portzamparc Gestion 4 0.112
Richelieu Gestion 8.9 -0.986
Rothschild & Co AM Europe nc nc
Sanso Longchamp AM 12.9 1.81
Sapienta Gestion 1.59 0.0277
Sycomore AM nc nc
Syquant Capital nc nc
Tailor AM 12.4 1.13
Thematics AM 24.4 8.1
Tikehau IM 251 39.1
TOBAM 17.7 3.46
Trusteam Finance 8.27 -0.607
Uzès Gestion 3.38 7.24
Varenne Capital Partners 47.7 10.9
Vega IM 62 17.681
Vivienne Investissement nc nc

 

Pour revoir les résultats de l'année dernière, cliquez ici.

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mercredi 25 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 24.67%
Alken Fund Small Cap Europe 23.23%
Indépendance Europe Small Grand Prix de la Finance 14.77%
Tailor Actions Avenir ISR 13.20%
Groupama Opportunities Europe 11.16%
BDL Convictions Grand Prix de la Finance 11.14%
Indépendance France Small & Mid Grand Prix de la Finance 7.96%
Covéa Perspectives Entreprises 6.75%
Richelieu Family 6.49%
DNCA Invest Archer Mid-Cap Europe 6.23%
Uzès WWW Perf 6.13%
Tocqueville Euro Equity ISR 6.04%
Ecofi Smart Transition 5.52%
Moneta Multi Caps Grand Prix de la Finance 5.42%
R-co 4Change Net Zero Equity Euro 5.13%
EdR SICAV Tricolore Convictions 4.91%
Europe Income Family 4.76%
Sycomore Europe Happy @ Work 4.52%
VALBOA Engagement ISR 4.45%
Fidelity Europe 4.05%
Mandarine Premium Europe 3.17%
ADS Venn Collective Alpha Europe 2.32%
Mandarine Europe Microcap 2.24%
Quadrige France Smallcaps 2.20%
Dorval Drivers Europe 1.76%
Mirova Europe Environmental Equity 1.43%
HMG Découvertes 0.78%
ELEVA Leaders Small & Mid Cap Europe 0.65%
Sycomore Europe Eco Solutions -0.08%
Palatine Europe Sustainable Employment -0.17%
Norden SRI -1.09%
Echiquier Positive Impact Europe -1.86%
Mandarine Unique -2.14%
LFR Euro Développement Durable ISR -2.17%
Tocqueville Croissance Euro ISR -2.64%
Lazard Small Caps France -2.91%
VEGA France Opportunités ISR -3.19%
Amplegest Pricing Power Grand Prix de la Finance -3.28%
DNCA Invest SRI Norden Europe -5.12%
VEGA Europe Convictions ISR -5.31%
Eiffel Nova Europe ISR -5.50%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -5.54%
CPR Croissance Dynamique -8.41%
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 16.78%
Jupiter Dynamic Bond 2.32%
Income Euro Sélection 1.93%
Carmignac Portfolio Credit 1.90%
Axiom Short Duration Bond 1.84%
Axiom Obligataire Grand Prix de la Finance 1.77%
Alken Fund Income Opportunities 1.48%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 1.46%
SLF (LUX) Bond High Yield Opportunity 2026 1.46%
DNCA Invest Credit Conviction 1.42%
IVO Global Opportunities 1.37%
Ostrum SRI Crossover 1.34%
La Française Credit Innovation 1.31%
FTGF Brandywine Global Income Optimiser Fund 1.20%
R-co Conviction Credit Euro 1.16%
Groupama Alpha Fixed Income Plus 1.05%
Mandarine Credit Opportunities 0.99%
Tailor Crédit Rendement Cible 0.99%
Schelcher Global Yield 2028 0.92%
Tikehau 2027 0.90%
Pluvalca Credit Opportunities 2028 0.89%
Tikehau 2029 0.86%
Epsilon Euro Bond 0.85%
IVO EM Corporate Debt Short Duration SRI 0.85%
Ofi Invest High Yield 2029 0.71%
Ofi Invest Alpha Yield 0.66%
M All Weather Bonds 0.61%
Tikehau European High Yield 0.59%
Omnibond 0.57%
LO Funds - Short-Term Money Market CHF 0.48%
La Française Rendement Global 2028 0.48%
Auris Euro Rendement 0.39%
EdR Fund Bond Allocation 0.33%
Tailor Credit 2028 0.32%
Sanso Short Duration 0.29%
Auris Investment Grade 0.25%
Richelieu Euro Credit Unconstrained 0.03%
IVO EM Corporate Debt UCITS -0.19%
Eiffel Rendement 2028 -0.24%
Goldman Sachs Yen Liquid Reserves Fund Institutional -0.73%
Lazard Credit Opportunities -0.77%
AXA IM FIIS US Short Duration High Yield -7.57%
Amundi Cash USD -7.61%