CAC 40	Perf Jour	Perf Ytd
8106.33	0%	+9.83%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	24.06%
Ginjer Actifs 360	23.99%
Moneta Long Short	22.14%
Clartan Valeurs	19.72%
GF Ambition Solidaire	19.62%
BDL Rempart	17.43%
R-co Valor	15.43%
Claresco Allocation Flexible	14.58%
AXA WF Global Optimal Income	12.32%
M&G (Lux) Dynamic Allocation Fund	12.02%
Dorval Convictions	11.08%
Carmignac Patrimoine	10.90%
ELEVA Global Multi Opportunities	10.55%
First Eagle Amundi International Fund	10.13%
R-co Valor Balanced	9.93%
ELEVA AR - Dynamic	9.93%
Sienna Diversifié Flexible Monde	9.38%
GIS Global Multi Asset Income	9.04%
Russell Inv. MAGS	8.96%
VEGA Patrimoine ISR	8.88%
Ruffer Total Return International	8.58%
Ofi Invest ESG MultiTrack	8.28%
Auris Diversified Beta	7.97%
BNY Mellon Global Real Return Fund (EUR)	7.82%
Mandarine Solution	7.59%
Eurose	7.37%
Dorval Global Allocation	7.27%
Exane Ceres	6.91%
Nova Dynamique	6.24%
Elkano Global Fund	5.49%
DNCA Invest Evolutif	5.47%
Sycomore Next Generation	5.00%
VALBOA Exclusif	4.39%
Tikehau International Cross Assets	4.35%
Echiquier ARTY SRI	4.14%
Trusteam Optimum	3.21%
Tailor Allocation Defensive	2.78%
VEGA Euro Rendement ISR	2.68%
Monocle Fund	2.66%
IDE Dynamic World Flexible	2.45%
ACATIS Value Event	0.11%
ODDO BHF Polaris Balanced	-1.03%
Mansartis Investissements ISR	-2.56%
Gay-Lussac Europe Flex	-3.74%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	116.29%
Jupiter Financial Innovation	31.13%
Piquemal Houghton Global Equities	25.14%
Aperture European Innovation	22.20%
Candriam Equities L Oncology	21.91%
Digital Stars Europe	21.53%
Candriam Equities L Robotics & Innovative Technology	17.49%
GemEquity	17.42%
Sienna Actions Bas Carbone	16.90%
Auris Gravity US Equity Fund	15.11%
Carmignac Investissement	14.60%
HMG Globetrotter	12.81%
Athymis Industrie 4.0	9.88%
Echiquier Artificial Intelligence	9.86%
R-co Thematic Blockchain Global Equity	9.80%
Groupama Global Disruption	9.67%
Sycomore Sustainable Tech	9.34%
Pictet - Clean Energy Transition	9.19%
Groupama Global Active Equity	8.93%
Square Megatrends Champions	8.75%
Fidelity Global Technology	7.69%
GIS Sycomore Ageing Population	7.36%
Sienna Actions Internationales	6.90%
BNP Paribas Funds Disruptive Technology	6.42%
FTGF ClearBridge Infrastructure Value	6.35%
Eurizon Fund Equity Innovation	6.28%
EdRS Global Resilience	5.92%
AXA Aedificandi	4.82%
Russell Inv. World Equity Fund	4.71%
EdR Fund Big Data	4.55%
R-co Thematic Real Estate	3.39%
Franklin Technology Fund	3.20%
Thematics AI and Robotics	3.07%
DNCA Invest Beyond Semperosa	2.92%
Claresco USA	2.84%
Covéa Ruptures	2.77%
ODDO BHF Artificial Intelligence	2.64%
Pictet - Digital	2.49%
Echiquier World Equity Growth	2.48%
JPMorgan Funds - Global Dividend	2.32%
Palatine Amérique	2.32%
Mandarine Global Transition	2.21%
Sanso Smart Climate	2.15%
CPR Invest Climate Action	2.12%
M&G (Lux) Global Dividend Fund	1.60%
JPMorgan Funds - US Technology	1.56%
Janus Henderson Horizon Global Sustainable Equity Fund	0.81%
Covéa Actions Monde	0.22%
EdR Fund Healthcare	-0.26%
BNP Paribas US Small Cap	-0.29%
Mirova Global Sustainable Equity	-0.42%
M&G (Lux) Global Listed Infrastructure Fund	-0.43%
Ofi Invest Grandes Marques	-0.51%
BNP Paribas Aqua	-0.60%
Loomis Sayles U.S. Growth Equity	-1.11%
Thematics Water	-1.13%
Comgest Monde	-1.36%
FTGF Royce US Small Cap Opportunity Fund	-1.47%
Echiquier Global Tech	-2.76%
AXA WF Robotech	-2.90%
MS INVF Global Opportunity	-3.17%
JPMorgan Funds - America Equity	-3.79%
Pictet - Water	-4.63%
CPR Global Disruptive Opportunities	-5.02%
Athymis Millennial	-5.83%
ODDO BHF Global Equity Stars	-5.84%
Franklin U.S. Opportunities Fund	-6.44%
Thematics Meta	-6.58%
Pictet - Security	-8.23%
MS INVF Global Brands	-13.43%
Franklin India Fund	-16.94%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	12.67%
Pictet TR - Atlas Titan	11.10%
H2O Adagio	8.90%
Fidelity Absolute Return Global Equity Fund	7.87%
RAM European Market Neutral Equities	7.80%
Syquant Capital - Helium Selection	7.37%
Sienna Performance Absolue Défensif	6.12%
Pictet TR - Atlas	5.97%
Exane Pleiade	5.19%
M&G (Lux) Episode Macro Fund	5.07%
Cigogne UCITS Credit Opportunities	4.60%
DNCA Invest Alpha Bonds	4.57%
BNP Paribas Global Absolute Return Bond	4.44%
AXA WF Euro Credit Total Return	3.60%
Candriam Absolute Return Equity Market Neutral	2.72%
Candriam Bonds Credit Alpha	2.22%

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	58.58%
Alken Fund Small Cap Europe	55.19%
Indépendance Europe Small	43.65%
Tocqueville Value Euro ISR	30.91%
Tailor Actions Avenir ISR	30.60%
JPMorgan Euroland Dynamic	27.99%
Groupama Opportunities Europe	25.38%
Moneta Multi Caps	24.20%
BDL Convictions	23.04%
Uzès WWW Perf	22.50%
IDE Dynamic Euro	21.22%
Indépendance France Small & Mid	20.18%
VALBOA Engagement ISR	19.15%
Tocqueville Euro Equity ISR	19.04%
R-co 4Change Net Zero Equity Euro	18.88%
Ecofi Smart Transition	18.19%
Quadrige France Smallcaps	17.93%
Mandarine Premium Europe	17.14%
Lazard Small Caps Euro	15.72%
Sycomore Sélection Responsable	14.82%
DNCA Invest Archer Mid-Cap Europe	14.15%
Tikehau European Sovereignty	13.71%
EdR SICAV Tricolore Convictions	13.50%
Sycomore Europe Happy @ Work	12.96%
Covéa Perspectives Entreprises	12.64%
Europe Income Family	12.19%
ADS Venn Collective Alpha Europe	11.49%
Groupama Avenir PME Europe	11.36%
Fidelity Europe	10.16%
Mandarine Europe Microcap	9.77%
Mirova Europe Environmental Equity	9.64%
HMG Découvertes	8.47%
Gay-Lussac Microcaps Europe	8.33%
Norden SRI	7.61%
Mandarine Unique	5.81%
Tocqueville Croissance Euro ISR	5.54%
ELEVA Leaders Small & Mid Cap Europe	5.43%
Dorval Drivers Europe	5.28%
VEGA Europe Convictions ISR	4.66%
VEGA France Opportunités ISR	4.51%
CPR Croissance Dynamique	4.30%
LFR Euro Développement Durable ISR	3.23%
Echiquier Agenor SRI Mid Cap Europe	2.32%
Amplegest Pricing Power	0.32%
Eiffel Nova Europe ISR	-4.46%
Echiquier Major SRI Growth Europe	-4.85%
ADS Venn Collective Alpha US	-6.80%
DNCA Invest SRI Norden Europe	-6.94%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	18.88%
Dorval European Climate Initiative	15.22%
EdR SICAV Euro Sustainable Equity	13.31%
BDL Transitions Megatrends	12.25%
Palatine Europe Sustainable Employment	10.42%
La Française Credit Innovation	4.52%
Aesculape SRI	3.37%
DNCA Invest Beyond Semperosa	2.92%
Triodos Impact Mixed	0.39%
Triodos Global Equities Impact	-0.63%
Triodos Future Generations	-2.11%
Echiquier Positive Impact Europe	-2.99%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	28.36%
Axiom Emerging Markets Corporate Bonds	7.58%
IVO Global High Yield	6.73%
IVO EM Corporate Debt UCITS	6.54%
Carmignac Portfolio Credit	6.30%
LO Fallen Angels	6.08%
FTGF Brandywine Global Income Optimiser Fund	5.91%
Axiom Obligataire	5.79%
IVO EM Corporate Debt Short Duration SRI	5.67%
Lazard Credit Fi SRI	5.57%
Omnibond	5.55%
Lazard Credit Opportunities	5.48%
Income Euro Sélection	5.36%
EdR SICAV Financial Bonds	5.04%
Schelcher Global Yield 2028	4.80%
La Française Credit Innovation	4.52%
Axiom Short Duration Bond	4.49%
Jupiter Dynamic Bond	4.46%
Tikehau European High Yield	4.30%
DNCA Invest Credit Conviction	4.25%
Ofi Invest High Yield 2029	4.15%
EdR SICAV Short Duration Credit	4.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.05%
Ostrum SRI Crossover	3.93%
Auris Investment Grade	3.75%
Pluvalca Credit Opportunities 2028	3.75%
La Française Rendement Global 2028	3.67%
Alken Fund Income Opportunities	3.65%
Hugau Obli 1-3	3.63%
SLF (F) Opportunité High Yield 2028	3.62%
Tikehau 2027	3.58%
R-co Conviction Credit Euro	3.54%
Hugau Obli 3-5	3.45%
Tikehau 2029	3.36%
Ofi Invest Alpha Yield	3.35%
EdR SICAV Millesima 2030	3.32%
Eiffel Rendement 2028	3.10%
Tailor Credit 2028	3.04%
Auris Euro Rendement	2.89%
Tailor Crédit Rendement Cible	2.85%
EdR Fund Bond Allocation	2.67%
M All Weather Bonds	2.57%
Mandarine Credit Opportunities	1.98%
Sanso Short Duration	1.72%
Epsilon Euro Bond	0.42%
LO Funds - Short-Term Money Market CHF	0.10%
AXA IM FIIS US Short Duration High Yield	-6.72%
Amundi Cash USD	-8.29%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.55%

IFI, GFA et droits de succession au passif

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