CAC 40 Perf Jour Perf Ytd
7683.73 -0.76% +4.11%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 19.36%
H2O Moderato 16.48%
BDL Rempart Grand Prix de la Finance 15.91%
Ginjer Actifs 360 Grand Prix de la Finance 12.92%
Moneta Long Short 11.54%
Clartan Valeurs 9.03%
Exane Ceres 8.52%
Claresco Allocation Flexible 7.93%
Dorval Convictions 7.82%
Ruffer Total Return International 6.23%
Eurose Grand Prix de la Finance 6.19%
Carmignac Patrimoine 5.96%
VEGA Patrimoine ISR 5.80%
Auris Diversified Beta 4.90%
M&G (Lux) Dynamic Allocation Fund 4.51%
ELEVA AR - Dynamic 4.30%
Sienna Diversifié Flexible Monde 3.95%
Echiquier ARTY SRI Grand Prix de la Finance 3.21%
Gay-Lussac Europe Flex 2.85%
Dorval Global Allocation 2.54%
ELEVA Global Multi Opportunities 2.32%
AXA WF Global Optimal Income 2.28%
Sycomore Next Generation 2.26%
VALBOA Exclusif 2.22%
BNY Mellon Global Real Return Fund (EUR) 2.08%
Tikehau International Cross Assets 2.02%
Monocle Fund 1.91%
Trusteam Optimum 1.90%
Ofi Invest ESG MultiTrack 1.88%
VEGA Euro Rendement ISR 1.68%
R-co Valor Balanced Grand Prix de la Finance 1.47%
Tailor Allocation Defensive Grand Prix de la Finance 1.43%
Russell Inv. MAGS 1.33%
DNCA Invest Evolutif 1.10%
R-co Valor Grand Prix de la Finance 1.06%
Elkano Global Fund 0.88%
Mandarine Solution 0.73%
GIS Global Multi Asset Income 0.14%
Lazard Patrimoine SRI -0.19%
ACATIS Value Event -0.24%
First Eagle Amundi International Fund -0.99%
Echiquier Allocation Flexible -1.68%
ODDO BHF Polaris Balanced -2.61%
IDE Dynamic World Flexible -3.12%
Mansartis Investissements ISR -3.25%
Nova Dynamique -4.26%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 44.00%
Aperture European Innovation 13.88%
Digital Stars Europe 12.98%
Sienna Actions Bas Carbone 10.37%
Jupiter Financial Innovation 10.31%
R-co Thematic Real Estate 8.29%
AXA Aedificandi 8.10%
Piquemal Houghton Global Equities 7.23%
Auris Gravity US Equity Fund 4.50%
GIS SRI Ageing Population 4.23%
Candriam Equities L Robotics & Innovative Technology 4.01%
Athymis Industrie 4.0 3.75%
DNCA Invest Beyond Semperosa 3.30%
FTGF ClearBridge Infrastructure Value 3.02%
HMG Globetrotter 1.27%
Carmignac Investissement Grand Prix de la Finance 1.22%
MS INVF Global Opportunity 0.42%
Janus Henderson Horizon Global Sustainable Equity Fund 0.00%
Echiquier Artificial Intelligence Grand Prix de la Finance -0.33%
Square Megatrends Champions -0.35%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.46%
R-co Thematic Blockchain Global Equity -0.60%
Pictet - Digital -1.02%
Mandarine Global Transition -1.21%
BNP Paribas Aqua Grand Prix de la Finance -1.33%
Sycomore Sustainable Tech -1.33%
EdR Fund Big Data Grand Prix de la Finance -1.41%
Candriam Equities L Oncology -1.70%
JPMorgan Funds - Global Dividend -2.41%
Fidelity Global Technology -2.50%
VIA Smart Equity World -2.56%
CPR Invest Climate Action -3.23%
Thematics Water -3.56%
Pictet - Security -3.62%
Sienna Actions Internationales -3.81%
M&G (Lux) Global Dividend Fund -4.11%
Pictet - Water Grand Prix de la Finance -4.17%
Comgest Monde Grand Prix de la Finance -4.26%
Mirova Global Sustainable Equity -4.38%
Groupama Global Active Equity -4.63%
Echiquier World Equity Growth Grand Prix de la Finance -4.64%
Sanso Smart Climate Grand Prix de la Finance -4.76%
Russell Inv. World Equity Fund -5.47%
Covéa Ruptures -5.82%
ODDO BHF Artificial Intelligence -5.82%
Thematics Meta -5.92%
MS INVF Global Brands -6.19%
Tocqueville Global Tech ISR -6.24%
Pictet - Clean Energy Transition Grand Prix de la Finance -6.40%
Franklin Technology Fund -6.71%
ODDO BHF Global Equity Stars -6.74%
JPMorgan Funds - US Technology -6.88%
Eurizon Fund Equity Innovation -6.93%
Covéa Actions Monde -6.95%
Groupama Global Disruption -7.03%
Thematics AI and Robotics -7.13%
JPMorgan Funds - Global Select Equity -7.17%
Ofi Invest Grandes Marques -7.35%
EdR Fund US Value -7.52%
Loomis Sayles U.S. Growth Equity -7.72%
BNP Paribas Funds Disruptive Technology -8.60%
Franklin U.S. Opportunities Fund -8.97%
Athymis Millennial -9.81%
JPMorgan Funds - America Equity -10.30%
Franklin India Fund -10.33%
CPR Global Disruptive Opportunities -10.39%
EdR Fund Healthcare -10.50%
AXA WF Robotech -12.30%
BNP Paribas US Small Cap -12.31%
Claresco USA -12.56%
FTGF Royce US Small Cap Opportunity Fund -15.06%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 7.58%
Jupiter Merian Global Equity Absolute Return 6.45%
H2O Adagio 6.44%
Sienna Performance Absolue Défensif 4.77%
BNP Paribas Global Absolute Return Bond 4.71%
M&G (Lux) Episode Macro Fund 4.65%
Pictet TR - Atlas Titan 3.84%
Syquant Capital - Helium Selection 3.46%
Fidelity Absolute Return Global Equity Fund 2.96%
Cigogne UCITS Credit Opportunities 2.94%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.70%
AXA WF Euro Credit Total Return 2.53%
Exane Pleiade 2.52%
Pictet TR - Atlas 2.31%
Candriam Bonds Credit Alpha 1.51%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.22%
Articles Patrimoine et Fiscalité

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

2022

Résultat Net

2022
Alpheys nc nc
Amiral Gestion 36.8 15.8
Amplegest 34.2 4.94
Seven2 (ex Apax Partners) 73.3 14.1
Athymis Gestion nc nc
Auris Gestion nc nc
Axiom AI nc nc
BDL CM nc nc
Carmignac Gestion nc nc
Clartan Associés 13.3 1.88
Cogefi Gestion 4.41 -0.376
Comgest nc nc
CPRAM 385 115
DNCA Finance 378 137
Dorval AM 15.3 -1.1
Ecofi nc nc
Edmond de Rothschild AM France 198 18.3
Eiffel Investment Group nc nc
Eleva Capital (clôture à fin mars) nc nc
Erasmus Gestion nc 2.91
Exclusive Partners nc 5.04
Fil Gestion 36 6.52
Financière Arbevel 23.1 3.64
Financière de la Cité nc nc
Financière de l'Arc 3.46 0.357
Flornoy Ferri nc nc
Fourpoints nc nc
Gay-Lussac Gestion nc nc
Gemway Assets 17.3 5.03
Ginjer AM 3.82 0.338
IDE AM 6.13 2.67
Indépendance et Expansion AM nc nc
IVO Capital Partners nc nc
Kirao 10 2.74
La Financière de l'Echiquier 175 46.1
La Financière Responsable AM nc nc
La Française AM 64.5 0.103
Lonvia Capital nc nc
Mandarine Gestion nc nc
Mansartis nc nc
Meeschaert AM 36.3 11.6
Mirova 107 45
Moneta AM nc nc
Monocle AM 1.67 -0.0918
Montpensier Finance nc nc
Montségur Finance nc nc
Nortia 87.2 4.44
OFI AM 104 6.88
Perial AM nc nc
Pierre 1er Gestion nc nc
Piquemal Houghton Investments 0.545 0.166
Portzamparc Gestion nc nc
Richelieu Gestion 10.3 0.409
Rothschild & Co AM Europe nc nc
Sanso IS nc nc
Sunny AM 8.71 0.018
Sycomore AM nc nc
Syquant Capital nc nc
Tailor AM nc nc
Thematics AM 27.3 11
Tikehau IM 214 23.2
TOBAM 23.1 5.45
Tocqueville Finance nc nc
Trusteam Finance 6.77 -0.329
Uzès Gestion 3.77 0.1
Varenne Capital Partners nc nc
Vega IM nc nc
Vivienne Investissement nc nc
Wiseam 5.58 -0.343

 

Article rédigé par H24 Finance. Tous droits réservés.

Publié le mardi 26 septembre 2023

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 39.86%
Axiom European Banks Equity Grand Prix de la Finance 36.03%
Indépendance Europe Small Grand Prix de la Finance 29.53%
Tailor Actions Avenir ISR 24.80%
VALBOA Engagement ISR 19.90%
Indépendance France Small & Mid Grand Prix de la Finance 18.59%
Groupama Opportunities Europe 17.64%
BDL Convictions Grand Prix de la Finance 17.55%
Quadrige France Smallcaps 17.04%
Covéa Perspectives Entreprises 15.89%
Uzès WWW Perf 15.59%
Moneta Multi Caps Grand Prix de la Finance 15.43%
DNCA Invest Archer Mid-Cap Europe 14.82%
Richelieu Family 12.87%
R-co 4Change Net Zero Equity Euro 11.96%
Europe Income Family 11.73%
Mandarine Premium Europe 11.66%
Tocqueville Euro Equity ISR 11.32%
Ecofi Smart Transition 10.51%
EdR SICAV Tricolore Convictions 10.17%
Mandarine Europe Microcap 9.60%
Sycomore Europe Happy @ Work 8.40%
Fidelity Europe 8.14%
Gay-Lussac Microcaps Europe 8.12%
HMG Découvertes 7.31%
Dorval Drivers Europe 7.26%
Norden SRI 7.15%
Mandarine Unique 7.03%
ADS Venn Collective Alpha Europe 6.98%
ELEVA Leaders Small & Mid Cap Europe 6.97%
Mirova Europe Environmental Equity 6.79%
Lazard Small Caps France 6.79%
Sycomore Europe Eco Solutions 6.17%
Palatine Europe Sustainable Employment 5.21%
LFR Euro Développement Durable ISR 4.66%
Echiquier Positive Impact Europe 2.03%
VEGA France Opportunités ISR 1.83%
Tocqueville Croissance Euro ISR 1.66%
Amplegest Pricing Power Grand Prix de la Finance 1.48%
Eiffel Nova Europe ISR 1.43%
DNCA Invest SRI Norden Europe 1.03%
VEGA Europe Convictions ISR -0.07%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -2.66%
CPR Croissance Dynamique -3.98%
ADS Venn Collective Alpha US -11.67%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 21.86%
IVO Global High Yield 3.71%
Income Euro Sélection 3.55%
Axiom Obligataire Grand Prix de la Finance 3.45%
Carmignac Portfolio Credit 3.42%
Axiom Emerging Markets Corporate Bonds 3.24%
Omnibond 2.92%
Axiom Short Duration Bond 2.55%
Tikehau European High Yield 2.51%
SLF (LUX) Bond High Yield Opportunity 2026 2.45%
Jupiter Dynamic Bond 2.41%
DNCA Invest Credit Conviction 2.41%
Schelcher Global Yield 2028 2.39%
IVO EM Corporate Debt Short Duration SRI 2.37%
La Française Credit Innovation 2.35%
Ostrum SRI Crossover 2.28%
Ofi Invest Alpha Yield 2.26%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.12%
R-co Conviction Credit Euro 2.11%
Tikehau 2027 2.10%
Ofi Invest High Yield 2029 2.06%
Auris Investment Grade 2.05%
Pluvalca Credit Opportunities 2028 2.05%
Tikehau 2029 2.02%
Mandarine Credit Opportunities 1.95%
La Française Rendement Global 2028 1.93%
Tailor Crédit Rendement Cible 1.78%
Alken Fund Income Opportunities 1.75%
IVO EM Corporate Debt UCITS 1.73%
Tailor Credit 2028 1.68%
Auris Euro Rendement 1.65%
M All Weather Bonds 1.54%
Groupama Alpha Fixed Income Plus 1.48%
Eiffel Rendement 2028 1.45%
Epsilon Euro Bond 1.30%
FTGF Brandywine Global Income Optimiser Fund 1.09%
Richelieu Euro Credit Unconstrained 0.92%
Sanso Short Duration 0.76%
EdR Fund Bond Allocation 0.66%
Lazard Credit Opportunities 0.14%
LO Funds - Short-Term Money Market CHF -0.17%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.71%
AXA IM FIIS US Short Duration High Yield -8.06%
Amundi Cash USD -8.35%