CAC 40 Perf Jour Perf Ytd
7969.69 +0.4% +7.98%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 47.68%
Jupiter Financial Innovation 24.98%
Digital Stars Europe 17.35%
Aperture European Innovation 16.20%
Piquemal Houghton Global Equities 13.50%
AXA Aedificandi 13.11%
R-co Thematic Real Estate 12.29%
Sienna Actions Bas Carbone 11.68%
Auris Gravity US Equity Fund 10.45%
R-co Thematic Blockchain Global Equity 6.94%
Athymis Industrie 4.0 6.34%
Carmignac Investissement Grand Prix de la Finance 6.03%
FTGF ClearBridge Infrastructure Value 5.86%
Candriam Equities L Robotics & Innovative Technology 5.40%
HMG Globetrotter 5.34%
GIS Sycomore Ageing Population 4.73%
Square Megatrends Champions 3.72%
VIA Smart Equity World 3.20%
DNCA Invest Beyond Semperosa 2.57%
Janus Henderson Horizon Global Sustainable Equity Fund 2.24%
BNP Paribas Aqua Grand Prix de la Finance 1.53%
Echiquier Artificial Intelligence Grand Prix de la Finance 1.49%
Sycomore Sustainable Tech 1.49%
JPMorgan Funds - Global Dividend 1.17%
Mandarine Global Transition 1.13%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 0.86%
EdR Fund Big Data Grand Prix de la Finance 0.85%
Groupama Global Active Equity 0.64%
Candriam Equities L Oncology 0.60%
Thematics Water 0.42%
Sienna Actions Internationales 0.22%
CPR Invest Climate Action -0.24%
Pictet - Clean Energy Transition Grand Prix de la Finance -0.33%
Fidelity Global Technology -0.45%
MS INVF Global Opportunity -0.57%
Pictet - Digital -0.82%
Groupama Global Disruption -1.04%
Sanso Smart Climate Grand Prix de la Finance -1.07%
Pictet - Water Grand Prix de la Finance -1.29%
Russell Inv. World Equity Fund -1.31%
Mirova Global Sustainable Equity -1.79%
Echiquier World Equity Growth Grand Prix de la Finance -1.80%
Eurizon Fund Equity Innovation -1.94%
Franklin Technology Fund -2.12%
Covéa Ruptures -2.27%
Thematics AI and Robotics -2.42%
ODDO BHF Artificial Intelligence -2.59%
JPMorgan Funds - Global Select Equity -3.25%
M&G (Lux) Global Dividend Fund -3.31%
BNP Paribas Funds Disruptive Technology -3.46%
Comgest Monde Grand Prix de la Finance -3.87%
JPMorgan Funds - US Technology -4.40%
Ofi Invest Grandes Marques -4.52%
Loomis Sayles U.S. Growth Equity -4.68%
Thematics Meta -4.81%
Echiquier Global Tech -4.89%
Covéa Actions Monde -4.94%
Pictet - Security -5.62%
ODDO BHF Global Equity Stars -6.09%
MS INVF Global Brands -6.39%
JPMorgan Funds - America Equity -6.49%
AXA WF Robotech -6.64%
Franklin U.S. Opportunities Fund -6.80%
Claresco USA -6.85%
EdR Fund Healthcare -6.91%
EdR Fund US Value -7.21%
BNP Paribas US Small Cap -7.43%
Athymis Millennial -8.06%
CPR Global Disruptive Opportunities -9.04%
FTGF Royce US Small Cap Opportunity Fund -9.12%
Franklin India Fund -11.61%
PERFORMANCE ABSOLUE Perf. YTD
SRI

Le classement 2015 des meilleurs Conseillers en Gestion de Patrimoine…

 

 

H24Des résultats parfois étonnants...

 

Méthodologie - "Des questionnaires ont été envoyés par centaines " explique le magazine. 

 

 

Incontournable :

 

  • Allure Finance
  • Cyrus Conseil
  • Equance
  • Herez Patrimoine
  • Novalfi

 

 

Excellent :

 

  • Crystal Finance
  • Expert & Finance
  • Financière de l’Oxer
  • Htax Planners
  • Tissier de Mallerais & Associés

 

 

Forte Notoriété :

 

  • Alexandre Finance
  • Arkeon Finance
  • Balthazar Gestion Privée
  • De Lignières Patrimoine
  • Institut du Patrimoine
  • Montsegur Finance
  • Scala Patrimoine

 

 

Expertise Notoire :

 

  • Axios
  • Experts en Patrimoine
  • Groupe Financière du Capital
  • Haussmann Patrimoine
  • Omega Patrimoine
  • Massena Partners
  • Platineos
  • Vernet Conseil
  • Witam

 

 

Pratique Réputée :

 

  • Agence française du Patrimoine
  • Agora Finance
  • Cara Partners & Investors
  • Cofige Patrimoine
  • Family Partners
  • Fiducée Gestion Privée
  • Megara Finance
  • Opti Finance
  • Patrimoine Conseil
  • Segefi
  • Tanguy Finance
  • Valoris Patrimoine

Autres articles

ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 48.54%
Axiom European Banks Equity Grand Prix de la Finance 47.38%
Indépendance Europe Small Grand Prix de la Finance 39.68%
Tailor Actions Avenir ISR 29.54%
Tocqueville Value Euro ISR 26.57%
Indépendance France Small & Mid Grand Prix de la Finance 24.08%
Quadrige France Smallcaps 23.48%
BDL Convictions Grand Prix de la Finance 22.92%
Groupama Opportunities Europe 22.70%
VALBOA Engagement ISR 22.54%
Moneta Multi Caps Grand Prix de la Finance 20.83%
Uzès WWW Perf 20.83%
DNCA Invest Archer Mid-Cap Europe 17.89%
Covéa Perspectives Entreprises 17.36%
Mandarine Premium Europe 16.61%
Richelieu Family 16.25%
R-co 4Change Net Zero Equity Euro 16.16%
Ecofi Smart Transition 13.65%
Tocqueville Euro Equity ISR 13.60%
Europe Income Family 13.23%
EdR SICAV Tricolore Convictions 12.94%
Groupama Avenir PME Europe 12.63%
Mandarine Europe Microcap 12.14%
Gay-Lussac Microcaps Europe 11.17%
Sycomore Europe Happy @ Work 10.63%
Fidelity Europe 9.00%
HMG Découvertes 8.80%
Sycomore Europe Eco Solutions 8.43%
ELEVA Leaders Small & Mid Cap Europe 8.36%
Lazard Small Caps France 8.00%
Mandarine Unique 7.75%
Mirova Europe Environmental Equity 7.72%
ADS Venn Collective Alpha Europe 7.29%
Dorval Drivers Europe 6.53%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 3.70%
Norden SRI 3.13%
LFR Euro Développement Durable ISR 2.34%
VEGA France Opportunités ISR 1.94%
Tocqueville Croissance Euro ISR 1.08%
Amplegest Pricing Power Grand Prix de la Finance 0.32%
CPR Croissance Dynamique -0.02%
VEGA Europe Convictions ISR -0.82%
Eiffel Nova Europe ISR -1.44%
DNCA Invest SRI Norden Europe -4.42%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -6.05%
ADS Venn Collective Alpha US -8.97%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 23.27%
IVO Global High Yield 5.92%
Carmignac Portfolio Credit 5.42%
Axiom Emerging Markets Corporate Bonds 5.22%
Axiom Obligataire Grand Prix de la Finance 4.96%
IVO EM Corporate Debt UCITS 4.86%
Income Euro Sélection 4.79%
Omnibond 4.32%
IVO EM Corporate Debt Short Duration SRI 4.31%
Tikehau European High Yield 4.00%
Schelcher Global Yield 2028 3.92%
La Française Credit Innovation 3.46%
Axiom Short Duration Bond 3.40%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.33%
Ofi Invest High Yield 2029 3.30%
Ofi Invest Alpha Yield 3.21%
Ostrum SRI Crossover 3.16%
DNCA Invest Credit Conviction 3.15%
SLF (LUX) Bond High Yield Opportunity 2026 3.15%
R-co Conviction Credit Euro 3.04%
La Française Rendement Global 2028 2.98%
Jupiter Dynamic Bond 2.94%
Tikehau 2029 2.87%
Auris Investment Grade 2.87%
Pluvalca Credit Opportunities 2028 2.86%
Tikehau 2027 2.80%
Mandarine Credit Opportunities 2.76%
Tailor Crédit Rendement Cible 2.73%
Tailor Credit 2028 2.71%
Auris Euro Rendement 2.71%
Alken Fund Income Opportunities 2.70%
Eiffel Rendement 2028 2.42%
FTGF Brandywine Global Income Optimiser Fund 2.16%
M All Weather Bonds 2.15%
Richelieu Euro Credit Unconstrained 2.04%
Lazard Credit Opportunities 1.90%
EdR Fund Bond Allocation 1.42%
Sanso Short Duration 1.17%
Epsilon Euro Bond 0.41%
LO Funds - Short-Term Money Market CHF -0.06%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.35%
AXA IM FIIS US Short Duration High Yield -7.27%
Amundi Cash USD -9.10%