CAC 40 Perf Jour Perf Ytd
7850.26 -0.28% +6.35%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 22.99%
H2O Moderato 19.77%
Moneta Long Short 17.62%
Ginjer Actifs 360 Grand Prix de la Finance 17.01%
BDL Rempart Grand Prix de la Finance 14.56%
R-co Valor Grand Prix de la Finance 13.29%
Clartan Valeurs 12.04%
Claresco Allocation Flexible 11.92%
ELEVA Global Multi Opportunities 11.41%
AXA WF Global Optimal Income 10.97%
Carmignac Patrimoine 10.66%
M&G (Lux) Dynamic Allocation Fund 8.97%
R-co Valor Balanced Grand Prix de la Finance 8.66%
Dorval Convictions 8.51%
ELEVA AR - Dynamic 7.55%
Sienna Diversifié Flexible Monde 7.45%
VEGA Patrimoine ISR 7.43%
Russell Inv. MAGS 7.07%
Auris Diversified Beta 6.69%
Ofi Invest ESG MultiTrack 6.67%
Ruffer Total Return International 6.67%
Eurose Grand Prix de la Finance 6.62%
Exane Ceres 6.55%
GIS Global Multi Asset Income 6.27%
Mandarine Solution 5.93%
BNY Mellon Global Real Return Fund (EUR) 5.87%
Elkano Global Fund 5.39%
First Eagle Amundi International Fund 5.23%
Dorval Global Allocation 5.09%
Monocle Fund 5.02%
DNCA Invest Evolutif 4.63%
Sycomore Next Generation 3.79%
Tikehau International Cross Assets 3.76%
Echiquier ARTY SRI Grand Prix de la Finance 3.29%
VALBOA Exclusif 3.27%
Trusteam Optimum 2.79%
Tailor Allocation Defensive Grand Prix de la Finance 2.76%
Nova Dynamique 1.98%
VEGA Euro Rendement ISR 1.76%
IDE Dynamic World Flexible 1.42%
ACATIS Value Event 1.03%
Gay-Lussac Europe Flex -1.87%
ODDO BHF Polaris Balanced -1.89%
Mansartis Investissements ISR -2.67%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 83.71%
Jupiter Financial Innovation 28.04%
R-co Thematic Blockchain Global Equity 22.61%
Piquemal Houghton Global Equities 18.21%
Digital Stars Europe 16.79%
Auris Gravity US Equity Fund 16.68%
Aperture European Innovation 16.68%
Candriam Equities L Robotics & Innovative Technology 15.23%
Tikehau European Sovereignty 15.13%
Carmignac Investissement Grand Prix de la Finance 11.71%
Echiquier Artificial Intelligence Grand Prix de la Finance 11.48%
Sienna Actions Bas Carbone 11.12%
Athymis Industrie 4.0 10.83%
Sycomore Sustainable Tech 10.39%
AXA Aedificandi 7.88%
Square Megatrends Champions 7.16%
HMG Globetrotter 6.88%
Fidelity Global Technology 6.86%
R-co Thematic Real Estate 6.80%
JPMorgan Funds - US Technology 5.96%
Franklin Technology Fund 5.87%
Pictet - Digital 5.51%
Groupama Global Active Equity 4.91%
Groupama Global Disruption 4.37%
Pictet - Clean Energy Transition Grand Prix de la Finance 4.22%
BNP Paribas Funds Disruptive Technology 4.08%
EdR Fund Big Data Grand Prix de la Finance 3.94%
ODDO BHF Artificial Intelligence 3.69%
MS INVF Global Opportunity 3.43%
Sienna Actions Internationales 3.21%
Janus Henderson Horizon Global Sustainable Equity Fund 3.16%
GIS Sycomore Ageing Population 3.02%
Eurizon Fund Equity Innovation 2.80%
FTGF ClearBridge Infrastructure Value 2.47%
Thematics AI and Robotics 2.03%
Palatine Amérique 1.94%
Mandarine Global Transition 1.84%
JPMorgan Funds - Global Dividend 1.38%
Russell Inv. World Equity Fund 1.08%
Echiquier Global Tech 1.08%
Covéa Ruptures 0.67%
CPR Invest Climate Action 0.56%
Sanso Smart Climate Grand Prix de la Finance 0.23%
DNCA Invest Beyond Semperosa 0.21%
BNP Paribas Aqua Grand Prix de la Finance 0.17%
Candriam Equities L Oncology -0.07%
Echiquier World Equity Growth Grand Prix de la Finance -0.49%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.05%
Loomis Sayles U.S. Growth Equity -1.18%
Thematics Water -2.02%
Comgest Monde Grand Prix de la Finance -2.45%
M&G (Lux) Global Dividend Fund -2.74%
Ofi Invest Grandes Marques -2.74%
Mirova Global Sustainable Equity -2.78%
Covéa Actions Monde -2.97%
Claresco USA -3.00%
Pictet - Security -3.14%
FTGF Royce US Small Cap Opportunity Fund -3.59%
Pictet - Water Grand Prix de la Finance -3.65%
Franklin U.S. Opportunities Fund -4.05%
JPMorgan Funds - America Equity -4.28%
Athymis Millennial -4.50%
AXA WF Robotech -4.72%
CPR Global Disruptive Opportunities -4.74%
BNP Paribas US Small Cap -5.00%
Thematics Meta -5.59%
ODDO BHF Global Equity Stars -5.96%
EdR Fund US Value -8.32%
EdR Fund Healthcare -8.54%
MS INVF Global Brands -9.87%
Franklin India Fund -15.15%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 8.72%
Jupiter Merian Global Equity Absolute Return 8.28%
H2O Adagio 7.94%
RAM European Market Neutral Equities 6.95%
Sienna Performance Absolue Défensif 6.69%
BNP Paribas Global Absolute Return Bond 5.99%
Syquant Capital - Helium Selection 5.05%
Pictet TR - Atlas 4.78%
M&G (Lux) Episode Macro Fund 4.33%
Cigogne UCITS Credit Opportunities 4.04%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.04%
Fidelity Absolute Return Global Equity Fund 3.47%
Exane Pleiade 3.43%
AXA WF Euro Credit Total Return 3.24%
Candriam Bonds Credit Alpha 1.94%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.99%
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
Alken Fund Small Cap Europe 53.33%
Axiom European Banks Equity Grand Prix de la Finance 44.57%
Indépendance Europe Small Grand Prix de la Finance 40.02%
Tailor Actions Avenir ISR 31.40%
IDE Dynamic Euro 24.01%
JPMorgan Euroland Dynamic 23.94%
Uzès WWW Perf 23.25%
Tocqueville Value Euro ISR 21.99%
Indépendance France Small & Mid Grand Prix de la Finance 21.01%
Quadrige France Smallcaps 20.64%
Groupama Opportunities Europe 20.47%
BDL Convictions Grand Prix de la Finance 19.45%
VALBOA Engagement ISR 17.97%
Moneta Multi Caps Grand Prix de la Finance 17.46%
DNCA Invest Archer Mid-Cap Europe 16.11%
Richelieu Family 15.04%
R-co 4Change Net Zero Equity Euro 14.95%
Mandarine Premium Europe 14.85%
Lazard Small Caps Euro 14.42%
Covéa Perspectives Entreprises 14.23%
Ecofi Smart Transition 13.55%
Tocqueville Euro Equity ISR 13.15%
Groupama Avenir PME Europe 12.68%
Mandarine Europe Microcap 12.14%
Sycomore Sélection Responsable 12.12%
Europe Income Family 11.46%
EdR SICAV Tricolore Convictions 10.99%
Sycomore Europe Happy @ Work 8.94%
Gay-Lussac Microcaps Europe 8.14%
HMG Découvertes 6.63%
Mirova Europe Environmental Equity 6.44%
Fidelity Europe 6.34%
ELEVA Leaders Small & Mid Cap Europe 5.28%
Norden SRI 5.13%
ADS Venn Collective Alpha Europe 4.72%
Mandarine Unique 4.58%
Dorval Drivers Europe 3.97%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.80%
CPR Croissance Dynamique 2.70%
Tocqueville Croissance Euro ISR 2.46%
LFR Euro Développement Durable ISR 2.45%
VEGA France Opportunités ISR 2.33%
Amplegest Pricing Power Grand Prix de la Finance 1.61%
VEGA Europe Convictions ISR -0.05%
Eiffel Nova Europe ISR -3.85%
DNCA Invest SRI Norden Europe -4.97%
ADS Venn Collective Alpha US -5.91%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.46%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 27.17%
IVO Global High Yield 6.64%
Axiom Emerging Markets Corporate Bonds 6.59%
IVO EM Corporate Debt UCITS 6.02%
Carmignac Portfolio Credit 5.71%
LO Fallen Angels 5.66%
FTGF Brandywine Global Income Optimiser Fund 5.38%
Axiom Obligataire Grand Prix de la Finance 5.32%
IVO EM Corporate Debt Short Duration SRI 5.07%
Income Euro Sélection 4.96%
Lazard Credit Fi SRI 4.72%
Schelcher Global Yield 2028 4.54%
Omnibond 4.53%
Jupiter Dynamic Bond 4.37%
La Française Credit Innovation 4.24%
Tikehau European High Yield 4.04%
Lazard Credit Opportunities SRI 3.87%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.78%
Axiom Short Duration Bond 3.63%
SLF (F) Opportunité High Yield 2028 3.62%
Ofi Invest High Yield 2029 3.61%
DNCA Invest Credit Conviction 3.53%
Ostrum SRI Crossover 3.47%
Alken Fund Income Opportunities 3.43%
R-co Conviction Credit Euro 3.39%
Ofi Invest Alpha Yield 3.32%
La Française Rendement Global 2028 3.29%
Tikehau 2029 3.26%
Pluvalca Credit Opportunities 2028 3.19%
Hugau Obli 1-3 3.15%
Auris Investment Grade 3.02%
Tailor Credit 2028 3.01%
Tikehau 2027 2.99%
Eiffel Rendement 2028 2.82%
Tailor Crédit Rendement Cible 2.79%
Auris Euro Rendement 2.77%
Mandarine Credit Opportunities 2.61%
M All Weather Bonds 2.46%
Richelieu Euro Credit Unconstrained 2.34%
EdR Fund Bond Allocation 2.08%
Sanso Short Duration 1.25%
LO Funds - Short-Term Money Market CHF 0.26%
Epsilon Euro Bond 0.18%
Goldman Sachs Yen Liquid Reserves Fund Institutional -6.42%
AXA IM FIIS US Short Duration High Yield -7.86%
Amundi Cash USD -9.35%