CAC 40 Perf Jour Perf Ytd
8331.05 -1.12% +2.23%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
IAM Space 26.37%
CPR Invest Global Gold Mines 17.99%
Pictet - Clean Energy Transition 17.81%
Templeton Emerging Markets Fund 17.31%
CM-AM Global Gold 16.44%
EdR Goldsphere 16.37%
Sycomore Sustainable Tech 14.38%
GemEquity 12.54%
Aperture European Innovation 11.39%
SKAGEN Kon-Tiki 11.35%
FTGF ClearBridge Infrastructure Value Fund 10.77%
H2O Multiequities 10.28%
HMG Globetrotter 9.47%
DNCA Invest Sustain Climate 9.23%
Echiquier Global Tech 9.19%
Candriam Equities L Robotics & Innovative Technology 7.87%
Groupama Global Active Equity 7.38%
Athymis Industrie 4.0 7.37%
Franklin Technology Fund 7.29%
DNCA Invest Strategic Resources 7.29%
Piquemal Houghton Global Equities Grand Prix de la Finance 7.23%
Thematics Water 6.97%
Mandarine Global Transition 6.95%
R-co Thematic Real Estate Grand Prix de la Finance 6.93%
AXA Aedificandi 6.87%
M&G (Lux) European Strategic Value Fund 6.53%
Groupama Global Disruption 6.43%
Longchamp Dalton Japan Long Only 6.23%
Fidelity Global Technology 5.96%
FTGF Putnam US Research Fund 5.85%
Palatine Amérique 5.52%
BNP Paribas Aqua 5.30%
BNP Paribas US Small Cap 5.22%
Allianz Innovation Souveraineté Européenne 5.10%
Carmignac Investissement 5.09%
M&G (Lux) Global Dividend Fund 4.99%
Echiquier Artificial Intelligence Grand Prix de la Finance 4.83%
EdR SICAV Global Resilience 4.78%
BNP Paribas Funds Disruptive Technology 4.01%
Sienna Actions Bas Carbone 3.98%
JPMorgan Funds - Global Dividend 3.24%
Sienna Actions Internationales 2.35%
Echiquier World Equity Growth 1.81%
JPMorgan Funds - America Equity 1.76%
Candriam Equities L Oncology 0.89%
Square Megatrends Champions 0.84%
ODDO BHF Artificial Intelligence 0.79%
Auris Gravity US Equity Fund 0.44%
EdR Fund Big Data Grand Prix de la Finance 0.11%
Ofi Invest Grandes Marques -0.06%
Thematics AI and Robotics -0.12%
Athymis Millennial -0.49%
Mirova Global Sustainable Equity -0.55%
GIS Sycomore Ageing Population -0.77%
EdR Fund Healthcare -1.88%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -2.14%
Thematics Meta -2.35%
Comgest Monde Grand Prix de la Finance -2.67%
Loomis Sayles U.S. Growth Equity -3.78%
PERFORMANCE ABSOLUE Perf. YTD
SRI

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.

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Tailor Actions Entrepreneurs 12.86%
Ginjer Detox European Equity 10.51%
Chahine Funds - Equity Continental Europe 10.12%
Arc Actions Rendement 8.38%
Mandarine Premium Europe 7.92%
Echiquier Agenor SRI Mid Cap Europe 7.69%
Maxima 7.30%
CPR Invest - European Strategic Autonomy 7.08%
Groupama Opportunities Europe 6.80%
Tailor Actions Avenir ISR 6.74%
BDL Convictions Grand Prix de la Finance 6.70%
IDE Dynamic Euro 6.64%
Sycomore Europe Happy @ Work 6.50%
Indépendance Europe Mid 6.18%
JPMorgan Euroland Dynamic 6.04%
INOCAP France Smallcaps 5.13%
Axiom European Banks Equity 4.87%
Pluvalca Initiatives PME 4.46%
Sycomore Sélection Responsable 4.29%
Tocqueville Euro Equity ISR 4.19%
ODDO BHF Active Small Cap 4.16%
Tocqueville Value Euro ISR 3.94%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance 3.90%
Mandarine Europe Microcap 3.87%
Tocqueville Croissance Euro ISR 3.82%
Indépendance France Small & Mid Grand Prix de la Finance 3.64%
Moneta Multi Caps Grand Prix de la Finance 3.52%
HMG Découvertes 3.34%
Amplegest Pricing Power Grand Prix de la Finance 3.13%
Fidelity Europe 3.06%
Mandarine Unique 3.06%
Tikehau European Sovereignty 2.67%
Gay-Lussac Microcaps Europe 2.58%
LFR Inclusion Responsable ISR 2.48%
Alken European Opportunities 2.19%
R-co 4Change Net Zero Equity Euro 1.70%
Lazard Small Caps Euro 1.69%
Dorval Drivers Europe 1.58%
Echiquier Major SRI Growth Europe Grand Prix de la Finance 1.45%
DNCA Invest SRI Norden Europe 1.30%
VEGA Europe Convictions ISR 0.93%
VEGA France Opportunités ISR 0.56%
VALBOA Engagement 0.22%
Europe Income Family -0.16%
Uzès WWW Perf -0.24%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -3.61%
Groupama Avenir PME Europe Grand Prix de la Finance -7.16%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 5.11%
Templeton Global Total Return Fund 3.60%
M&G (Lux) Emerging Markets Bond Fund 2.03%
Jupiter Dynamic Bond 1.53%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.48%
Syquant Capital - Helium Invest 1.17%
Axiom Emerging Markets Corporate Bonds 1.15%
LO Funds - Short-Term Money Market CHF 1.03%
IVO EM Corporate Debt Short Duration SRI 0.96%
IVO Global High Yield 0.90%
Amundi Cash USD 0.87%
M International Convertible 2028 0.85%
Lazard Euro Short Duration Income Opportunities SRI 0.74%
Ostrum Euro High Income Fund 0.58%
R-co Conviction Credit Euro Grand Prix de la Finance 0.52%
Axiom Short Duration Bond 0.47%
Income Euro Sélection 0.46%
EdR SICAV Financial Bonds 0.45%
Franklin Euro Short Duration Bond Fund 0.45%
DNCA Invest Credit Conviction 0.39%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.37%
Axiom Obligataire Grand Prix de la Finance 0.34%
EdR Fund Bond Allocation 0.31%
SLF (L) Bond 12M 0.30%
Carmignac Portfolio Credit 0.30%
Lazard Credit Opportunities 0.29%
Ostrum SRI Crossover 0.24%
Ofi Invest Alpha Yield 0.23%
Lazard Credit Fi SRI 0.21%
Hugau Obli 3-5 0.18%
EdR SICAV Short Duration Credit 0.14%
Hugau Obli 1-3 0.12%
Tikehau 2031 0.06%
Sycoyield 2030 0.03%
Tikehau European High Yield -0.01%
CPR Absolute Return Bond -0.01%
La Française Credit Innovation -0.02%
LO Fallen Angels -0.14%
EdR SICAV Millesima 2030 -0.18%
Mandarine Credit Opportunities -0.22%
Auris Euro Rendement -0.27%
Eiffel High Yield Low Carbon -0.33%
Tailor Crédit Rendement Cible -0.53%
Eiffel Rendement 2030 -0.54%
Omnibond -0.99%