CAC 40	Perf Jour	Perf Ytd
7978.15	-0.04%	+8.09%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	21.34%
Ginjer Actifs 360	19.83%
Moneta Long Short	19.53%
GF Ambition Solidaire	19.23%
Clartan Valeurs	15.70%
BDL Rempart	13.75%
R-co Valor	12.35%
Claresco Allocation Flexible	12.10%
M&G (Lux) Dynamic Allocation Fund	11.22%
Carmignac Patrimoine	10.74%
AXA WF Global Optimal Income	9.51%
ELEVA Global Multi Opportunities	9.16%
R-co Valor Balanced	8.44%
ELEVA AR - Dynamic	8.35%
Dorval Convictions	8.09%
VEGA Patrimoine ISR	7.95%
Ruffer Total Return International	7.86%
Sienna Diversifié Flexible Monde	7.78%
First Eagle Amundi International Fund	7.31%
Russell Inv. MAGS	7.20%
Mandarine Solution	7.00%
GIS Global Multi Asset Income	6.91%
Eurose	6.86%
BNY Mellon Global Real Return Fund (EUR)	6.82%
Auris Diversified Beta	6.50%
Ofi Invest ESG MultiTrack	6.46%
Elkano Global Fund	6.41%
Exane Ceres	6.07%
Dorval Global Allocation	5.46%
Nova Dynamique	4.71%
Sycomore Next Generation	3.72%
Echiquier ARTY SRI	3.41%
VALBOA Exclusif	3.24%
Tikehau International Cross Assets	3.19%
Trusteam Optimum	2.99%
Tailor Allocation Defensive	2.49%
DNCA Invest Evolutif	2.41%
VEGA Euro Rendement ISR	2.12%
IDE Dynamic World Flexible	1.67%
Monocle Fund	0.91%
ACATIS Value Event	0.32%
ODDO BHF Polaris Balanced	-1.67%
Mansartis Investissements ISR	-3.91%
Gay-Lussac Europe Flex	-5.21%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	95.70%
Jupiter Financial Innovation	22.33%
Piquemal Houghton Global Equities	19.23%
GemEquity	18.51%
Candriam Equities L Oncology	17.53%
Aperture European Innovation	17.29%
Digital Stars Europe	16.27%
Echiquier Artificial Intelligence	14.95%
Carmignac Investissement	13.23%
R-co Thematic Blockchain Global Equity	12.60%
Sienna Actions Bas Carbone	12.58%
HMG Globetrotter	12.40%
Candriam Equities L Robotics & Innovative Technology	12.22%
Auris Gravity US Equity Fund	11.72%
Groupama Global Disruption	9.79%
Athymis Industrie 4.0	9.60%
Pictet - Clean Energy Transition	8.96%
Sycomore Sustainable Tech	8.13%
Groupama Global Active Equity	7.89%
Square Megatrends Champions	7.78%
AXA Aedificandi	7.46%
FTGF ClearBridge Infrastructure Value	7.09%
EdRS Global Resilience	6.45%
R-co Thematic Real Estate	5.61%
Fidelity Global Technology	5.47%
JPMorgan Funds - US Technology	4.83%
Eurizon Fund Equity Innovation	4.56%
Pictet - Digital	4.43%
ODDO BHF Artificial Intelligence	3.92%
GIS Sycomore Ageing Population	3.84%
Sienna Actions Internationales	3.81%
BNP Paribas Funds Disruptive Technology	3.67%
EdR Fund Big Data	3.10%
JPMorgan Funds - Global Dividend	2.99%
Janus Henderson Horizon Global Sustainable Equity Fund	2.90%
Mandarine Global Transition	1.91%
Palatine Amérique	1.61%
Franklin Technology Fund	1.58%
Russell Inv. World Equity Fund	1.51%
Echiquier World Equity Growth	1.51%
Thematics AI and Robotics	1.34%
DNCA Invest Beyond Semperosa	0.90%
CPR Invest Climate Action	0.27%
Covéa Ruptures	0.17%
Sanso Smart Climate	0.01%
M&G (Lux) Global Listed Infrastructure Fund	-0.65%
Claresco USA	-0.83%
Mirova Global Sustainable Equity	-0.84%
EdR Fund Healthcare	-1.70%
Covéa Actions Monde	-1.74%
JPMorgan Funds - America Equity	-1.81%
M&G (Lux) Global Dividend Fund	-2.18%
Comgest Monde	-2.21%
Echiquier Global Tech	-2.26%
Thematics Water	-2.61%
BNP Paribas Aqua	-2.67%
MS INVF Global Opportunity	-2.83%
Ofi Invest Grandes Marques	-3.17%
Pictet - Water	-3.75%
Loomis Sayles U.S. Growth Equity	-3.93%
BNP Paribas US Small Cap	-5.95%
CPR Global Disruptive Opportunities	-6.09%
Athymis Millennial	-6.26%
ODDO BHF Global Equity Stars	-6.34%
Pictet - Security	-6.56%
Thematics Meta	-7.33%
AXA WF Robotech	-7.48%
Franklin U.S. Opportunities Fund	-8.24%
FTGF Royce US Small Cap Opportunity Fund	-9.97%
Franklin India Fund	-12.42%
MS INVF Global Brands	-12.89%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	10.53%
Pictet TR - Atlas Titan	10.09%
H2O Adagio	8.31%
RAM European Market Neutral Equities	7.75%
Fidelity Absolute Return Global Equity Fund	7.20%
Syquant Capital - Helium Selection	6.36%
Sienna Performance Absolue Défensif	6.31%
M&G (Lux) Episode Macro Fund	5.89%
Pictet TR - Atlas	5.49%
Exane Pleiade	4.79%
DNCA Invest Alpha Bonds	4.79%
Cigogne UCITS Credit Opportunities	4.30%
BNP Paribas Global Absolute Return Bond	4.27%
AXA WF Euro Credit Total Return	3.62%
Candriam Bonds Credit Alpha	2.23%
Candriam Absolute Return Equity Market Neutral	1.38%

IFI, GFA et droits de succession au passif

Situation de fait :

Vous avez hérité en 2017 de parts de GFA.

Vous disposez, par ailleurs, d’un patrimoine immobilier supérieur à 1 300 000 € et devrez donc être assujetti au nouvel impôt sur la fortune immobilière (IFI).

A ce titre, vous vous interrogez sur le traitement fiscal des parts de GFA au regard de l’IFI mais également de l’admission, au passif de la déclaration, des droits de succession non encore payés afférents à cette transmission.

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de Natixis Wealth Management / Sélection 1818, cliquez ici.

Publié le vendredi 20 avril 2018

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	50.15%
Alken Fund Small Cap Europe	47.86%
Indépendance Europe Small	37.24%
Tailor Actions Avenir ISR	27.71%
JPMorgan Euroland Dynamic	25.68%
Tocqueville Value Euro ISR	25.24%
Groupama Opportunities Europe	21.01%
Moneta Multi Caps	20.55%
Uzès WWW Perf	19.46%
IDE Dynamic Euro	18.89%
BDL Convictions	17.69%
Quadrige France Smallcaps	16.18%
Indépendance France Small & Mid	15.78%
Tocqueville Euro Equity ISR	14.49%
Ecofi Smart Transition	14.21%
VALBOA Engagement ISR	13.23%
R-co 4Change Net Zero Equity Euro	13.15%
Tikehau European Sovereignty	12.06%
DNCA Invest Archer Mid-Cap Europe	11.68%
Mandarine Premium Europe	11.19%
Sycomore Sélection Responsable	10.83%
Covéa Perspectives Entreprises	10.41%
EdR SICAV Tricolore Convictions	10.10%
Lazard Small Caps Euro	9.59%
Sycomore Europe Happy @ Work	9.04%
Europe Income Family	8.03%
Mandarine Europe Microcap	7.40%
Groupama Avenir PME Europe	6.63%
Fidelity Europe	6.53%
HMG Découvertes	6.29%
Gay-Lussac Microcaps Europe	6.16%
ADS Venn Collective Alpha Europe	5.84%
Mirova Europe Environmental Equity	5.80%
Norden SRI	3.31%
ELEVA Leaders Small & Mid Cap Europe	3.21%
Tocqueville Croissance Euro ISR	3.12%
CPR Croissance Dynamique	2.98%
VEGA France Opportunités ISR	2.81%
Mandarine Unique	2.51%
Dorval Drivers Europe	1.76%
VEGA Europe Convictions ISR	0.92%
LFR Euro Développement Durable ISR	0.62%
Echiquier Agenor SRI Mid Cap Europe	-0.21%
Amplegest Pricing Power	-0.51%
Eiffel Nova Europe ISR	-6.85%
Echiquier Major SRI Growth Europe	-7.11%
DNCA Invest SRI Norden Europe	-9.04%
ADS Venn Collective Alpha US	-9.38%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.15%
Dorval European Climate Initiative	9.89%
EdR SICAV Euro Sustainable Equity	8.98%
BDL Transitions Megatrends	7.66%
Palatine Europe Sustainable Employment	6.43%
La Française Credit Innovation	4.11%
Aesculape SRI	2.67%
DNCA Invest Beyond Semperosa	0.90%
Triodos Impact Mixed	-0.23%
Triodos Global Equities Impact	-2.29%
Triodos Future Generations	-3.63%
Echiquier Positive Impact Europe	-4.94%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.42%
Axiom Emerging Markets Corporate Bonds	7.00%
IVO Global High Yield	6.39%
Carmignac Portfolio Credit	6.11%
IVO EM Corporate Debt UCITS	6.09%
Axiom Obligataire	5.84%
Lazard Credit Fi SRI	5.35%
IVO EM Corporate Debt Short Duration SRI	5.28%
LO Fallen Angels	5.23%
FTGF Brandywine Global Income Optimiser Fund	5.04%
Income Euro Sélection	4.98%
Omnibond	4.84%
Lazard Credit Opportunities	4.84%
EdR SICAV Financial Bonds	4.66%
Jupiter Dynamic Bond	4.63%
Schelcher Global Yield 2028	4.45%
Axiom Short Duration Bond	4.38%
DNCA Invest Credit Conviction	4.16%
La Française Credit Innovation	4.11%
Tikehau European High Yield	3.91%
EdR SICAV Short Duration Credit	3.82%
Ostrum SRI Crossover	3.79%
Ofi Invest High Yield 2029	3.72%
R-co Conviction Credit Euro	3.71%
Hugau Obli 1-3	3.52%
Tikehau 2029	3.38%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.37%
Hugau Obli 3-5	3.37%
Ofi Invest Alpha Yield	3.32%
Tikehau 2027	3.27%
Auris Investment Grade	3.27%
Alken Fund Income Opportunities	3.24%
La Française Rendement Global 2028	3.19%
Pluvalca Credit Opportunities 2028	3.14%
EdR SICAV Millesima 2030	2.84%
Tailor Crédit Rendement Cible	2.81%
EdR Fund Bond Allocation	2.62%
Auris Euro Rendement	2.59%
Tailor Credit 2028	2.55%
SLF (F) Opportunité High Yield 2028	2.54%
M All Weather Bonds	2.52%
Eiffel Rendement 2028	2.44%
Mandarine Credit Opportunities	1.95%
Sanso Short Duration	1.47%
Epsilon Euro Bond	1.09%
LO Funds - Short-Term Money Market CHF	0.83%
AXA IM FIIS US Short Duration High Yield	-5.45%
Amundi Cash USD	-6.63%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.33%

IFI, GFA et droits de succession au passif

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