CAC 40 Perf Jour Perf Ytd
8074.96 +0.23% +9.41%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 24.59%
H2O Moderato 21.22%
Ginjer Actifs 360 Grand Prix de la Finance 19.00%
Moneta Long Short 18.64%
R-co Valor Grand Prix de la Finance 14.99%
Clartan Valeurs 14.84%
BDL Rempart Grand Prix de la Finance 14.74%
AXA WF Global Optimal Income 13.32%
Claresco Allocation Flexible 13.17%
ELEVA Global Multi Opportunities 12.11%
Carmignac Patrimoine 10.63%
M&G (Lux) Dynamic Allocation Fund 10.10%
R-co Valor Balanced Grand Prix de la Finance 9.69%
Dorval Convictions 9.58%
ELEVA AR - Dynamic 8.70%
VEGA Patrimoine ISR 8.42%
Ruffer Total Return International 8.04%
Sienna Diversifié Flexible Monde 7.93%
Russell Inv. MAGS 7.58%
Eurose Grand Prix de la Finance 7.19%
Exane Ceres 6.94%
GIS Global Multi Asset Income 6.93%
BNY Mellon Global Real Return Fund (EUR) 6.75%
Auris Diversified Beta 6.71%
Ofi Invest ESG MultiTrack 6.67%
Mandarine Solution 6.48%
Elkano Global Fund 6.08%
First Eagle Amundi International Fund 6.06%
Dorval Global Allocation 5.36%
DNCA Invest Evolutif 4.99%
Monocle Fund 4.69%
Sycomore Next Generation 4.23%
VALBOA Exclusif 4.19%
Echiquier ARTY SRI Grand Prix de la Finance 4.05%
Tikehau International Cross Assets 3.85%
IDE Dynamic World Flexible 3.39%
Trusteam Optimum 3.23%
Nova Dynamique 3.12%
Tailor Allocation Defensive Grand Prix de la Finance 3.10%
VEGA Euro Rendement ISR 2.29%
ACATIS Value Event 0.46%
ODDO BHF Polaris Balanced -1.17%
Gay-Lussac Europe Flex -2.21%
Mansartis Investissements ISR -2.25%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 90.30%
R-co Thematic Blockchain Global Equity 25.77%
Jupiter Financial Innovation 25.47%
Aperture European Innovation 19.34%
Piquemal Houghton Global Equities 18.59%
Digital Stars Europe 18.12%
Tikehau European Sovereignty 16.32%
Candriam Equities L Robotics & Innovative Technology 16.18%
Auris Gravity US Equity Fund 15.07%
Sienna Actions Bas Carbone 13.98%
Echiquier Artificial Intelligence Grand Prix de la Finance 11.97%
Carmignac Investissement Grand Prix de la Finance 11.52%
Athymis Industrie 4.0 11.37%
AXA Aedificandi 9.79%
Sycomore Sustainable Tech 9.47%
R-co Thematic Real Estate 8.87%
Fidelity Global Technology 8.81%
Square Megatrends Champions 7.87%
HMG Globetrotter 7.42%
Franklin Technology Fund 7.34%
Pictet - Clean Energy Transition Grand Prix de la Finance 7.22%
Groupama Global Active Equity 6.43%
JPMorgan Funds - US Technology 6.28%
Groupama Global Disruption 5.96%
Pictet - Digital 5.38%
Candriam Equities L Oncology 5.12%
FTGF ClearBridge Infrastructure Value 4.87%
Janus Henderson Horizon Global Sustainable Equity Fund 4.73%
BNP Paribas Funds Disruptive Technology 4.69%
Sienna Actions Internationales 4.58%
GIS Sycomore Ageing Population 4.52%
EdR Fund Big Data Grand Prix de la Finance 4.06%
Thematics AI and Robotics 4.02%
Eurizon Fund Equity Innovation 3.72%
ODDO BHF Artificial Intelligence 3.70%
Mandarine Global Transition 3.04%
JPMorgan Funds - Global Dividend 2.87%
Palatine Amérique 2.35%
CPR Invest Climate Action 2.26%
DNCA Invest Beyond Semperosa 2.25%
Russell Inv. World Equity Fund 2.14%
MS INVF Global Opportunity 1.92%
Covéa Ruptures 1.62%
Echiquier World Equity Growth Grand Prix de la Finance 1.31%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance 1.22%
BNP Paribas Aqua Grand Prix de la Finance 0.95%
Sanso Smart Climate Grand Prix de la Finance 0.95%
Echiquier Global Tech 0.79%
Loomis Sayles U.S. Growth Equity -0.02%
Thematics Water -0.30%
Mirova Global Sustainable Equity -1.04%
M&G (Lux) Global Dividend Fund -1.57%
Comgest Monde Grand Prix de la Finance -1.97%
Claresco USA -1.99%
Covéa Actions Monde -2.03%
Pictet - Security -2.18%
Pictet - Water Grand Prix de la Finance -2.46%
FTGF Royce US Small Cap Opportunity Fund -2.50%
Ofi Invest Grandes Marques -2.85%
AXA WF Robotech -3.53%
Franklin U.S. Opportunities Fund -3.55%
EdR Fund Healthcare -3.58%
JPMorgan Funds - America Equity -3.69%
CPR Global Disruptive Opportunities -3.79%
Thematics Meta -4.79%
BNP Paribas US Small Cap -5.26%
ODDO BHF Global Equity Stars -5.43%
Athymis Millennial -5.59%
EdR Fund US Value -6.00%
MS INVF Global Brands -9.47%
Franklin India Fund -15.65%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 9.12%
Jupiter Merian Global Equity Absolute Return 8.84%
H2O Adagio 8.15%
RAM European Market Neutral Equities 7.19%
Sienna Performance Absolue Défensif 6.57%
BNP Paribas Global Absolute Return Bond 6.14%
Syquant Capital - Helium Selection 6.04%
M&G (Lux) Episode Macro Fund 5.15%
Pictet TR - Atlas 4.98%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.31%
Cigogne UCITS Credit Opportunities 4.02%
Exane Pleiade 3.90%
Fidelity Absolute Return Global Equity Fund 3.47%
AXA WF Euro Credit Total Return 3.42%
Candriam Bonds Credit Alpha 1.95%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.52%
Articles Patrimoine et Fiscalité

"Les chiffres clés de votre patrimoine" : le memento fiscal 2024 à conserver...

 

 

Impôt sur le revenu, Impôt sur la fortune immobilière, Imposition des plus-values de cession, Calcul des droits de mutation à titre gratuit, Fiscalité de l'assurance vie et contrat de capitalisation...

 

Maison Herez a construit un memento fiscal très utile pour les conseillers financiers et leurs clients.

 

Retrouvez les chiffres clés 2024 en cliquant ICI

Publié le jeudi 14 mars 2024

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe 57.86%
Axiom European Banks Equity Grand Prix de la Finance 47.71%
Indépendance Europe Small Grand Prix de la Finance 39.97%
Tailor Actions Avenir ISR 33.63%
JPMorgan Euroland Dynamic 26.17%
IDE Dynamic Euro 25.35%
Tocqueville Value Euro ISR 24.99%
Uzès WWW Perf 24.76%
Groupama Opportunities Europe 23.44%
Moneta Multi Caps Grand Prix de la Finance 22.15%
Indépendance France Small & Mid Grand Prix de la Finance 21.75%
Quadrige France Smallcaps 21.60%
BDL Convictions Grand Prix de la Finance 19.87%
VALBOA Engagement ISR 18.09%
R-co 4Change Net Zero Equity Euro 16.83%
DNCA Invest Archer Mid-Cap Europe 16.43%
Tocqueville Euro Equity ISR 15.93%
Ecofi Smart Transition 15.87%
Mandarine Premium Europe 15.24%
Lazard Small Caps Euro 14.22%
Covéa Perspectives Entreprises 14.16%
Sycomore Sélection Responsable 14.09%
Europe Income Family 13.82%
EdR SICAV Tricolore Convictions 12.59%
Mandarine Europe Microcap 12.34%
Groupama Avenir PME Europe 11.42%
Sycomore Europe Happy @ Work 11.13%
Fidelity Europe 8.95%
Mirova Europe Environmental Equity 8.84%
Gay-Lussac Microcaps Europe 7.63%
ADS Venn Collective Alpha Europe 7.46%
HMG Découvertes 6.04%
Dorval Drivers Europe 5.67%
ELEVA Leaders Small & Mid Cap Europe 5.60%
Mandarine Unique 5.14%
Tocqueville Croissance Euro ISR 4.95%
Norden SRI 4.58%
LFR Euro Développement Durable ISR 4.27%
Amplegest Pricing Power Grand Prix de la Finance 3.85%
VEGA France Opportunités ISR 3.81%
CPR Croissance Dynamique 3.16%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 2.95%
VEGA Europe Convictions ISR 1.55%
DNCA Invest SRI Norden Europe -4.54%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.61%
Eiffel Nova Europe ISR -4.86%
ADS Venn Collective Alpha US -6.91%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.85%
IVO Global High Yield 6.55%
Axiom Emerging Markets Corporate Bonds 6.29%
Carmignac Portfolio Credit 6.08%
IVO EM Corporate Debt UCITS 5.92%
LO Fallen Angels 5.62%
Axiom Obligataire Grand Prix de la Finance 5.53%
FTGF Brandywine Global Income Optimiser Fund 5.06%
Lazard Credit Fi SRI 5.00%
Income Euro Sélection 4.96%
IVO EM Corporate Debt Short Duration SRI 4.91%
EdR SICAV Financial Bonds 4.69%
Omnibond 4.65%
Schelcher Global Yield 2028 4.52%
Jupiter Dynamic Bond 4.46%
La Française Credit Innovation 4.13%
Lazard Credit Opportunities SRI 4.09%
Tikehau European High Yield 4.04%
DNCA Invest Credit Conviction 3.75%
EdR SICAV Short Duration Credit 3.70%
Alken Fund Income Opportunities 3.69%
Axiom Short Duration Bond 3.64%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.62%
Ofi Invest High Yield 2029 3.60%
EdR SICAV Millesima 2030 3.58%
R-co Conviction Credit Euro 3.53%
Ostrum SRI Crossover 3.52%
SLF (F) Opportunité High Yield 2028 3.44%
Tikehau 2029 3.33%
Hugau Obli 1-3 3.27%
Ofi Invest Alpha Yield 3.23%
La Française Rendement Global 2028 3.22%
Auris Investment Grade 3.16%
Hugau Obli 3-5 3.14%
Pluvalca Credit Opportunities 2028 3.13%
Tikehau 2027 2.99%
Tailor Credit 2028 2.92%
Tailor Crédit Rendement Cible 2.87%
Auris Euro Rendement 2.81%
M All Weather Bonds 2.71%
Eiffel Rendement 2028 2.69%
Mandarine Credit Opportunities 2.54%
EdR Fund Bond Allocation 2.11%
Sanso Short Duration 1.32%
Epsilon Euro Bond 0.53%
LO Funds - Short-Term Money Market CHF 0.28%
Goldman Sachs Yen Liquid Reserves Fund Institutional -5.61%
AXA IM FIIS US Short Duration High Yield -7.21%
Amundi Cash USD -8.61%