CAC 40	Perf Jour	Perf Ytd
7749.39	+0.19%	+4.99%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

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GF Ambition Solidaire	20.52%
H2O Moderato	19.18%
BDL Rempart	17.51%
Moneta Long Short	16.80%
Ginjer Actifs 360	16.15%
Claresco Allocation Flexible	11.04%
Clartan Valeurs	9.74%
R-co Valor	9.50%
Carmignac Patrimoine	8.90%
AXA WF Global Optimal Income	8.29%
M&G (Lux) Dynamic Allocation Fund	8.16%
Dorval Convictions	8.10%
Exane Ceres	7.31%
VEGA Patrimoine ISR	6.75%
Ruffer Total Return International	6.74%
R-co Valor Balanced	6.66%
ELEVA Global Multi Opportunities	6.43%
Sienna Diversifié Flexible Monde	6.32%
Eurose	6.28%
Auris Diversified Beta	6.21%
ELEVA AR - Dynamic	5.95%
Russell Inv. MAGS	5.68%
Ofi Invest ESG MultiTrack	5.51%
GIS Global Multi Asset Income	4.77%
Mandarine Solution	4.66%
Dorval Global Allocation	4.63%
Monocle Fund	4.54%
BNY Mellon Global Real Return Fund (EUR)	4.48%
Elkano Global Fund	4.14%
First Eagle Amundi International Fund	3.25%
Tikehau International Cross Assets	3.12%
Echiquier ARTY SRI	3.10%
Sycomore Next Generation	2.97%
DNCA Invest Evolutif	2.86%
Trusteam Optimum	2.76%
Tailor Allocation Defensive	2.22%
VEGA Euro Rendement ISR	1.67%
ACATIS Value Event	0.40%
IDE Dynamic World Flexible	0.20%
VALBOA Exclusif	-0.72%
Nova Dynamique	-0.83%
ODDO BHF Polaris Balanced	-1.26%
Gay-Lussac Europe Flex	-1.48%
Mansartis Investissements ISR	-2.98%

ACTIONS Perf. YTD

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CM-AM Global Gold	70.58%
Jupiter Financial Innovation	23.11%
Piquemal Houghton Global Equities	15.91%
Aperture European Innovation	14.79%
Digital Stars Europe	14.76%
Tikehau European Sovereignty	13.14%
Auris Gravity US Equity Fund	12.78%
Sienna Actions Bas Carbone	10.02%
R-co Thematic Blockchain Global Equity	9.83%
AXA Aedificandi	9.64%
Candriam Equities L Robotics & Innovative Technology	9.44%
R-co Thematic Real Estate	8.61%
Carmignac Investissement	8.05%
Athymis Industrie 4.0	7.58%
Echiquier Artificial Intelligence	5.87%
HMG Globetrotter	5.68%
Square Megatrends Champions	4.57%
Sycomore Sustainable Tech	4.52%
VIA Smart Equity World	4.06%
Pictet - Digital	3.01%
GIS Sycomore Ageing Population	3.01%
Groupama Global Disruption	2.77%
Groupama Global Active Equity	2.53%
Fidelity Global Technology	2.50%
Franklin Technology Fund	2.33%
EdR Fund Big Data	2.02%
Candriam Equities L Oncology	1.78%
Janus Henderson Horizon Global Sustainable Equity Fund	1.63%
BNP Paribas Aqua	1.42%
JPMorgan Funds - US Technology	1.28%
Sienna Actions Internationales	1.04%
FTGF ClearBridge Infrastructure Value	0.99%
MS INVF Global Opportunity	0.80%
DNCA Invest Beyond Semperosa	0.50%
ODDO BHF Artificial Intelligence	0.44%
BNP Paribas Funds Disruptive Technology	0.37%
Mandarine Global Transition	0.29%
JPMorgan Funds - Global Dividend	0.20%
Thematics AI and Robotics	0.05%
Pictet - Clean Energy Transition	-0.17%
Covéa Ruptures	-0.25%
Palatine Amérique	-0.25%
Russell Inv. World Equity Fund	-0.38%
Eurizon Fund Equity Innovation	-0.84%
Sanso Smart Climate	-0.89%
CPR Invest Climate Action	-1.13%
Echiquier World Equity Growth	-1.42%
M&G (Lux) Global Listed Infrastructure Fund	-2.12%
Thematics Water	-2.34%
Comgest Monde	-2.96%
Loomis Sayles U.S. Growth Equity	-2.98%
Mirova Global Sustainable Equity	-3.40%
Pictet - Water	-3.40%
Echiquier Global Tech	-3.42%
M&G (Lux) Global Dividend Fund	-3.73%
BNP Paribas US Small Cap	-4.24%
Covéa Actions Monde	-4.28%
Ofi Invest Grandes Marques	-4.70%
Thematics Meta	-4.74%
Pictet - Security	-4.76%
Franklin U.S. Opportunities Fund	-4.84%
JPMorgan Funds - America Equity	-5.31%
AXA WF Robotech	-5.35%
ODDO BHF Global Equity Stars	-5.42%
EdR Fund Healthcare	-5.79%
FTGF Royce US Small Cap Opportunity Fund	-5.86%
Claresco USA	-6.01%
CPR Global Disruptive Opportunities	-6.22%
Athymis Millennial	-6.35%
EdR Fund US Value	-6.44%
MS INVF Global Brands	-7.98%
Franklin India Fund	-14.34%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return	8.37%
H2O Adagio	7.41%
Pictet TR - Atlas Titan	7.13%
RAM European Market Neutral Equities	7.00%
BNP Paribas Global Absolute Return Bond	6.12%
Sienna Performance Absolue Défensif	5.94%
Syquant Capital - Helium Selection	4.93%
M&G (Lux) Episode Macro Fund	4.92%
Pictet TR - Atlas	4.00%
DNCA Invest Alpha Bonds	3.91%
Cigogne UCITS Credit Opportunities	3.68%
AXA WF Euro Credit Total Return	3.38%
Exane Pleiade	3.27%
Fidelity Absolute Return Global Equity Fund	2.96%
Candriam Bonds Credit Alpha	1.97%
Candriam Absolute Return Equity Market Neutral	1.69%

Indemnités de départ à la retraite et CIMR

Situation de fait :

Les revenus de votre client étaient constitués de salaires à hauteur de 100 000 €. En 2018, il a perçu, outre 50 000 € au titre des salaires, des indemnités de départ à la retraite à hauteur de 72 000 €.

Votre client s’interroge d’une part quant à la qualification des primes de départ à la retraite eu égard à la mise en place du crédit d’impôt de modernisation du recouvrement et d’autre part quant aux modalités de détermination de ce dernier.

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

Publié le vendredi 16 novembre 2018

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ACTIONS PEA Perf. YTD

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Alken Fund Small Cap Europe	45.97%
Axiom European Banks Equity	42.92%
Indépendance Europe Small	37.27%
Tailor Actions Avenir ISR	27.00%
IDE Dynamic Euro	22.90%
Tocqueville Value Euro ISR	21.85%
BDL Convictions	21.24%
JPMorgan Euroland Dynamic	20.73%
Groupama Opportunities Europe	20.18%
Uzès WWW Perf	19.82%
Indépendance France Small & Mid	18.77%
VALBOA Engagement ISR	17.39%
Moneta Multi Caps	17.08%
Quadrige France Smallcaps	16.01%
DNCA Invest Archer Mid-Cap Europe	15.50%
Lazard Small Caps Euro	14.49%
Mandarine Premium Europe	14.10%
Richelieu Family	13.66%
R-co 4Change Net Zero Equity Euro	13.35%
Covéa Perspectives Entreprises	12.44%
Europe Income Family	11.46%
Tocqueville Euro Equity ISR	11.38%
Ecofi Smart Transition	11.32%
Sycomore Sélection Responsable	11.15%
Mandarine Europe Microcap	11.10%
Groupama Avenir PME Europe	9.41%
EdR SICAV Tricolore Convictions	9.22%
Gay-Lussac Microcaps Europe	9.21%
Sycomore Europe Happy @ Work	7.89%
Fidelity Europe	6.95%
Mirova Europe Environmental Equity	6.24%
ELEVA Leaders Small & Mid Cap Europe	5.79%
Mandarine Unique	5.70%
ADS Venn Collective Alpha Europe	4.55%
Dorval Drivers Europe	4.49%
Norden SRI	4.14%
HMG Découvertes	4.07%
Echiquier Agenor SRI Mid Cap Europe	2.71%
VEGA France Opportunités ISR	1.08%
LFR Euro Développement Durable ISR	1.04%
CPR Croissance Dynamique	0.79%
Tocqueville Croissance Euro ISR	0.35%
Amplegest Pricing Power	0.32%
VEGA Europe Convictions ISR	-1.08%
DNCA Invest SRI Norden Europe	-4.13%
Eiffel Nova Europe ISR	-4.78%
Echiquier Major SRI Growth Europe	-7.54%
ADS Venn Collective Alpha US	-8.23%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.35%
Dorval European Climate Initiative	11.66%
BDL Transitions Megatrends	8.92%
EdR SICAV Euro Sustainable Equity	8.81%
Palatine Europe Sustainable Employment	6.19%
La Française Credit Innovation	3.89%
Triodos Future Generations	2.07%
DNCA Invest Beyond Semperosa	0.50%
Triodos Impact Mixed	-0.30%
Echiquier Positive Impact Europe	-2.18%
Triodos Global Equities Impact	-2.47%
Aesculape SRI	-4.71%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	24.38%
IVO Global High Yield	6.32%
Axiom Emerging Markets Corporate Bonds	6.14%
IVO EM Corporate Debt UCITS	5.33%
Carmignac Portfolio Credit	5.22%
Axiom Obligataire	5.15%
LO Fallen Angels	4.96%
FTGF Brandywine Global Income Optimiser Fund	4.92%
Income Euro Sélection	4.71%
IVO EM Corporate Debt Short Duration SRI	4.57%
Lazard Credit Fi SRI	4.31%
Schelcher Global Yield 2028	4.24%
Jupiter Dynamic Bond	4.10%
Omnibond	3.95%
La Française Credit Innovation	3.89%
Tikehau European High Yield	3.80%
DNCA Invest Credit Conviction	3.72%
Axiom Short Duration Bond	3.55%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.45%
Alken Fund Income Opportunities	3.34%
R-co Conviction Credit Euro	3.33%
SLF (LUX) Bond High Yield Opportunity 2026	3.32%
Ostrum SRI Crossover	3.30%
Ofi Invest High Yield 2029	3.29%
Ofi Invest Alpha Yield	3.18%
Lazard Credit Opportunities SRI	3.15%
Tikehau 2029	3.08%
La Française Rendement Global 2028	2.99%
Pluvalca Credit Opportunities 2028	2.91%
Tailor Crédit Rendement Cible	2.83%
Tikehau 2027	2.77%
Tailor Credit 2028	2.75%
Auris Investment Grade	2.72%
Auris Euro Rendement	2.57%
Eiffel Rendement 2028	2.41%
Mandarine Credit Opportunities	2.37%
EdR Fund Bond Allocation	2.21%
Richelieu Euro Credit Unconstrained	2.15%
M All Weather Bonds	1.90%
Sanso Short Duration	1.17%
Epsilon Euro Bond	0.74%
LO Funds - Short-Term Money Market CHF	0.53%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.61%
AXA IM FIIS US Short Duration High Yield	-7.60%
Amundi Cash USD	-9.01%

Indemnités de départ à la retraite et CIMR

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