CAC 40	Perf Jour	Perf Ytd
8057.36	+1.79%	-1.13%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	4.67%
First Eagle Amundi International Fund	4.08%
BNY Mellon Global Real Return Fund (EUR)	3.24%
M&G (Lux) Dynamic Allocation Fund	2.89%
Elkano Global Fund	2.20%
Mandarine Solution	2.05%
Carmignac Patrimoine	1.59%
Ginjer Actifs 360	1.53%
Nova Dynamique	1.43%
Russell Inv. MAGS	1.27%
GF Ambition Solidaire	1.06%
Clartan Valeurs	0.87%
H2O Moderato	0.61%
GIS Global Multi Asset Income	0.45%
Eurose	0.39%
AXA WF Global Optimal Income	0.35%
Trusteam Optimum	0.26%
Moneta Long Short	0.20%
Echiquier ARTY SRI	0.01%
Dorval Global Allocation	-0.24%
Varenne Valeur	-0.59%
R-co Valor Balanced	-0.66%
VEGA Euro Rendement ISR	-0.67%
Varenne Global	-0.80%
ODDO BHF Polaris Balanced	-0.93%
H2O Multistrategies	-0.94%
Sienna Diversifié Flexible Monde	-1.11%
Tailor Allocation Defensive	-1.11%
R-co Valor	-1.34%
Dorval Convictions	-1.50%
ELEVA Global Multi Opportunities	-1.67%
Tikehau International Cross Assets	-1.97%
DNCA Invest Evolutif	-2.11%
Mansartis Investissements ISR	-2.46%
VEGA Patrimoine ISR	-2.79%
IDE Dynamic World Flexible	-3.60%
Exane Ceres	-4.26%
ACATIS Value Event	-4.50%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines	22.21%
CM-AM Global Gold	20.90%
IAM Space	13.84%
Templeton Emerging Markets Fund	10.45%
FTGF ClearBridge Infrastructure Value Fund	9.50%
Pictet - Clean Energy Transition	8.42%
DNCA Invest Strategic Resources	8.07%
Piquemal Houghton Global Equities	7.11%
SKAGEN Kon-Tiki	6.29%
EdR SICAV Global Resilience	6.26%
Aperture European Innovation	5.33%
HMG Globetrotter	5.25%
Athymis Industrie 4.0	5.18%
BNP Paribas Aqua	5.14%
Thematics Water	4.81%
GemEquity	4.57%
Longchamp Dalton Japan Long Only	4.51%
Sycomore Sustainable Tech	4.32%
Groupama Global Disruption	4.31%
M&G (Lux) Global Dividend Fund	3.98%
Groupama Global Active Equity	3.97%
M&G (Lux) European Strategic Value Fund	3.14%
Mandarine Global Transition	2.68%
JPMorgan Funds - Global Dividend	2.49%
DNCA Invest Sustain Climate	1.95%
BNP Paribas US Small Cap	1.89%
AXA Aedificandi	1.04%
FTGF Putnam US Research Fund	0.89%
Palatine Amérique	0.66%
JPMorgan Funds - America Equity	0.54%
Fidelity Global Technology	0.36%
H2O Multiequities	0.34%
R-co Thematic Real Estate	-0.26%
EdR Fund Healthcare	-0.35%
Sienna Actions Internationales	-0.41%
Candriam Equities L Oncology	-0.56%
Echiquier Global Tech	-0.61%
Carmignac Investissement	-0.81%
Candriam Equities L Robotics & Innovative Technology	-0.97%
Franklin Technology Fund	-1.14%
EdR Fund Big Data	-1.30%
Mirova Global Sustainable Equity	-1.50%
Echiquier World Equity Growth	-2.05%
Thematics Meta	-2.14%
Pictet-Robotics	-2.47%
Thematics AI and Robotics	-2.82%
Sienna Actions Bas Carbone	-2.86%
Comgest Monde	-2.86%
Athymis Millennial	-3.04%
BNP Paribas Funds Disruptive Technology	-3.25%
Square Megatrends Champions	-3.46%
ODDO BHF Artificial Intelligence	-3.79%
Auris Gravity US Equity Fund	-4.10%
GIS Sycomore Ageing Population	-4.17%
Ofi Invest Grandes Marques	-4.21%
Loomis Sayles U.S. Growth Equity	-4.92%
Echiquier Artificial Intelligence	-5.41%
R-co Thematic Blockchain Global Equity	-7.91%
Pictet - Digital	-8.07%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Sirius	3.41%
Candriam Absolute Return Equity Market Neutral	3.14%
JPMorgan Funds - Europe Equity Absolute Alpha	3.03%
Pictet TR - Atlas Titan	2.82%
RAM European Market Neutral Equities	1.59%
Pictet TR - Atlas	1.44%
Sapienta Absolu	1.15%
Syquant Capital - Helium Selection	0.91%
Schelcher Optimal Income	0.60%
H2O Adagio	0.60%
Cigogne UCITS Credit Opportunities	0.57%
Candriam Bonds Credit Alpha	0.43%
DNCA Invest Alpha Bonds	0.39%
BDL Durandal	0.36%
AXA WF Euro Credit Total Return	0.04%
ELEVA Global Bonds Opportunities	-0.05%
Sienna Performance Absolue Défensif	-0.52%
Alken Fund Absolute Return Europe	-0.61%
BNP Paribas Global Absolute Return Bond	-0.83%
Jupiter Merian Global Equity Absolute Return	-1.56%
ELEVA Absolute Return Dynamic	-2.68%
Exane Pleiade	-2.93%
Fidelity Absolute Return Global Equity Fund	-2.96%
MacroSphere Global Fund	-5.13%

Le classement 2015 des meilleurs multi family offices…

H24 : Comme pour le classement des meilleurs CGP (cliquer ici), les résultats sont parfois surprenants...

Multi family offices indépendants

Incontournable :

Agami Finance
MJ & Cie
Intuitae

Excellent :

Antium finance
Family business group
Famility

Forte notoriété :

Affectio finance Family Office
Anthony & Cie
Caerus Family Office
Cohesia Family Office
Experts en patrimoine
La Fontaine Family Office

Multi family offices adossés à une banque privée

Incontournable :

Aforge Degroof Family Office
Meeschaert Family Office

Excellent :

Edmond de Rothschild
Neuflize OBC Family Office
Pictet & Cie
Rothschild & Cie

Forte notoriété :

Banque privée 1818
Banque transatlantique
Quilvest Family Office
Stern & Cie

Multi family offices adossés à des CGPI, des sociétés de gestion, des banques d’affaires

Incontournable :

Mansartis Family Office
Sycomore Family Office (H24 : Sycomore a récemment pris 34% de ce family office ex Financière Margot)

Excellent :

Allure Finance
Cyrus Conseil
H.Tax Planners
Sagis Family Office

Forte notoriété :

Abacus Conseil
La Financière Dioclès
Stern & Cie
Witam Family Office (H24 : dirigé par le Président de la Chambre Nationale des Conseils en Gestion de Patrimoine Benoist Lombard)

Publié le mardi 10 mars 2015

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	4.29%
JPMorgan Euroland Dynamic	3.37%
Chahine Funds - Equity Continental Europe	2.00%
BDL Convictions	1.79%
Ginjer Detox European Equity	1.54%
Indépendance Europe Mid	1.41%
Groupama Opportunities Europe	0.83%
IDE Dynamic Euro	0.35%
Mandarine Premium Europe	-0.02%
Tikehau European Sovereignty	-0.03%
HMG Découvertes	-0.37%
CPR Invest - European Strategic Autonomy	-0.48%
Pluvalca Initiatives PME	-0.79%
Maxima	-0.82%
Tailor Actions Entrepreneurs	-0.96%
Echiquier Agenor SRI Mid Cap Europe	-1.08%
Indépendance France Small & Mid	-1.16%
Amplegest Pricing Power	-1.20%
Sycomore Sélection Responsable	-1.38%
Mandarine Europe Microcap	-1.40%
Sycomore Europe Happy @ Work	-1.41%
VALBOA Engagement	-1.47%
Fidelity Europe	-1.70%
Axiom European Banks Equity	-1.73%
Tocqueville Euro Equity ISR	-1.97%
Gay-Lussac Microcaps Europe	-1.99%
DNCA Invest Archer Mid-Cap Europe	-2.24%
Tocqueville Croissance Euro ISR	-2.50%
INOCAP France Smallcaps	-3.01%
LFR Inclusion Responsable ISR	-3.24%
Moneta Multi Caps	-3.45%
VEGA Europe Convictions ISR	-3.86%
Alken European Opportunities	-4.00%
Echiquier Major SRI Growth Europe	-4.04%
Tocqueville Value Euro ISR	-4.24%
Mandarine Unique	-4.60%
R-co 4Change Net Zero Equity Euro	-4.71%
Lazard Small Caps Euro	-4.72%
Dorval Drivers Europe	-4.91%
ODDO BHF Active Small Cap	-4.94%
VEGA France Opportunités ISR	-4.96%
Europe Income Family	-4.98%
Uzès WWW Perf	-5.08%
DNCA Invest SRI Norden Europe	-5.29%
Tailor Actions Avenir ISR	-5.34%
EdR SICAV Tricolore Convictions	-7.67%
Groupama Avenir PME Europe	-9.06%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Regnan Sustainable Water & Waste	4.65%
M Climate Solutions	3.85%
Storebrand Global Solutions	1.09%
Echiquier Positive Impact Europe	0.02%
Triodos Impact Mixed	0.02%
Triodos Global Equities Impact	-0.03%
La Française Credit Innovation	-0.37%
Dorval European Climate Initiative	-1.05%
Triodos Future Generations	-1.37%
BDL Transitions Megatrends	-1.51%
EdR SICAV Euro Sustainable Equity	-2.07%
Palatine Europe Sustainable Employment	-2.51%
Ecofi Smart Transition	-3.40%
DNCA Invest Sustain Semperosa	-3.57%
R-co 4Change Net Zero Equity Euro	-4.71%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
LO Funds - Short-Term Money Market CHF	2.98%
Templeton Global Total Return Fund	2.70%
M&G (Lux) Emerging Markets Bond Fund	1.89%
Jupiter Dynamic Bond	1.61%
Amundi Cash USD	1.55%
IVO EM Corporate Debt UCITS	0.89%
IVO EM Corporate Debt Short Duration SRI	0.83%
Axiom Emerging Markets Corporate Bonds	0.61%
Axiom Short Duration Bond	0.53%
Axiom Obligataire	0.39%
DNCA Invest Credit Conviction	0.38%
M International Convertible 2028	0.38%
IVO Global High Yield	0.32%
R-co Conviction Credit Euro	0.29%
Mandarine Credit Opportunities	0.21%
Franklin Euro Short Duration Bond Fund	0.18%
Carmignac Portfolio Credit	0.13%
Lazard Euro Short Duration Income Opportunities SRI	0.09%
Hugau Obli 3-5	0.03%
SLF (L) Bond 12M	0.01%
Hugau Obli 1-3	-0.02%
Ostrum SRI Crossover	-0.05%
Lazard Credit Opportunities	-0.05%
Ofi Invest Alpha Yield	-0.06%
Lazard Credit Fi SRI	-0.08%
EdR Fund Bond Allocation	-0.10%
H2O Multibonds	-0.14%
Omnibond	-0.16%
Income Euro Sélection	-0.17%
EdR SICAV Financial Bonds	-0.20%
EdR SICAV Short Duration Credit	-0.29%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	-0.30%
Ostrum Euro High Income Fund	-0.30%
Auris Euro Rendement	-0.32%
Tailor Crédit Rendement Cible	-0.34%
La Française Credit Innovation	-0.37%
LO Fallen Angels	-0.44%
Sycoyield 2030	-0.50%
Tikehau European High Yield	-0.71%
EdR SICAV Millesima 2030	-0.86%
Tikehau 2031	-0.88%
CPR Absolute Return Bond	-0.89%
Eiffel High Yield Low Carbon	-0.97%
Eiffel Rendement 2030	-1.38%