CAC 40 Perf Jour Perf Ytd
8119.02 -0.63% +10%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 22.75%
GF Ambition Solidaire 22.17%
Ginjer Actifs 360 Grand Prix de la Finance 21.78%
Moneta Long Short 21.01%
Clartan Valeurs 18.95%
BDL Rempart Grand Prix de la Finance 16.07%
R-co Valor Grand Prix de la Finance 14.87%
Claresco Allocation Flexible 14.60%
AXA WF Global Optimal Income 12.92%
M&G (Lux) Dynamic Allocation Fund 11.71%
Carmignac Patrimoine 11.55%
ELEVA Global Multi Opportunities 10.56%
Dorval Convictions 10.53%
ELEVA AR - Dynamic 9.75%
R-co Valor Balanced Grand Prix de la Finance 9.72%
VEGA Patrimoine ISR 9.44%
Ruffer Total Return International 9.01%
Sienna Diversifié Flexible Monde 8.86%
First Eagle Amundi International Fund 8.65%
GIS Global Multi Asset Income 8.63%
Mandarine Solution 8.25%
Russell Inv. MAGS 8.21%
Auris Diversified Beta 8.02%
Ofi Invest ESG MultiTrack 8.00%
Eurose Grand Prix de la Finance 7.64%
BNY Mellon Global Real Return Fund (EUR) 7.41%
Exane Ceres 6.97%
Dorval Global Allocation 6.96%
Elkano Global Fund 6.57%
Nova Dynamique 6.56%
Sycomore Next Generation 4.77%
Tikehau International Cross Assets 4.31%
DNCA Invest Evolutif 4.26%
VALBOA Exclusif 4.19%
Echiquier ARTY SRI Grand Prix de la Finance 4.09%
IDE Dynamic World Flexible 3.56%
Trusteam Optimum 3.41%
VEGA Euro Rendement ISR 3.10%
Tailor Allocation Defensive Grand Prix de la Finance 3.08%
Monocle Fund 2.49%
ACATIS Value Event 0.60%
ODDO BHF Polaris Balanced -0.65%
Mansartis Investissements ISR -2.21%
Gay-Lussac Europe Flex -3.85%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 95.32%
Jupiter Financial Innovation 24.37%
Piquemal Houghton Global Equities 21.95%
Aperture European Innovation 21.47%
GemEquity 20.55%
Candriam Equities L Robotics & Innovative Technology 18.37%
Digital Stars Europe 17.92%
Echiquier Artificial Intelligence Grand Prix de la Finance 16.63%
Sienna Actions Bas Carbone 15.58%
R-co Thematic Blockchain Global Equity 15.50%
Candriam Equities L Oncology 15.27%
Carmignac Investissement Grand Prix de la Finance 14.77%
Auris Gravity US Equity Fund 13.53%
HMG Globetrotter 12.15%
Sycomore Sustainable Tech 10.97%
Athymis Industrie 4.0 10.78%
AXA Aedificandi 10.30%
Square Megatrends Champions 9.90%
Groupama Global Disruption 9.90%
Groupama Global Active Equity 9.23%
Fidelity Global Technology 8.85%
FTGF ClearBridge Infrastructure Value 8.45%
EdRS Global Resilience 8.33%
BNP Paribas Funds Disruptive Technology 8.28%
Pictet - Clean Energy Transition Grand Prix de la Finance 7.43%
GIS Sycomore Ageing Population 6.96%
R-co Thematic Real Estate 6.78%
Eurizon Fund Equity Innovation 6.23%
Franklin Technology Fund 5.98%
Sienna Actions Internationales 5.94%
ODDO BHF Artificial Intelligence 5.45%
EdR Fund Big Data Grand Prix de la Finance 4.75%
Echiquier World Equity Growth Grand Prix de la Finance 4.58%
Pictet - Digital 4.41%
Thematics AI and Robotics 4.00%
Russell Inv. World Equity Fund 3.44%
CPR Invest Climate Action 3.37%
Janus Henderson Horizon Global Sustainable Equity Fund 3.21%
Palatine Amérique 3.17%
JPMorgan Funds - US Technology 3.14%
Mandarine Global Transition 3.05%
DNCA Invest Beyond Semperosa 2.87%
JPMorgan Funds - Global Dividend 2.67%
Sanso Smart Climate Grand Prix de la Finance 2.42%
Covéa Ruptures 2.39%
Echiquier Global Tech 1.37%
Claresco USA 1.14%
Mirova Global Sustainable Equity 0.88%
BNP Paribas Aqua Grand Prix de la Finance 0.78%
Covéa Actions Monde -0.25%
Comgest Monde Grand Prix de la Finance -0.42%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.58%
Thematics Water -0.68%
Ofi Invest Grandes Marques -0.74%
Loomis Sayles U.S. Growth Equity -1.87%
M&G (Lux) Global Dividend Fund -2.24%
MS INVF Global Opportunity -2.30%
CPR Global Disruptive Opportunities -2.41%
EdR Fund Healthcare -2.65%
Pictet - Water Grand Prix de la Finance -3.26%
AXA WF Robotech -3.56%
JPMorgan Funds - America Equity -3.76%
BNP Paribas US Small Cap -3.86%
ODDO BHF Global Equity Stars -4.99%
Thematics Meta -5.54%
Athymis Millennial -5.87%
Franklin U.S. Opportunities Fund -5.96%
FTGF Royce US Small Cap Opportunity Fund -6.16%
Pictet - Security -7.12%
MS INVF Global Brands -12.65%
Franklin India Fund -13.44%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan 11.43%
Jupiter Merian Global Equity Absolute Return 10.35%
H2O Adagio 8.22%
RAM European Market Neutral Equities 7.31%
Fidelity Absolute Return Global Equity Fund 6.86%
M&G (Lux) Episode Macro Fund 6.52%
Sienna Performance Absolue Défensif 6.50%
Syquant Capital - Helium Selection 6.39%
Pictet TR - Atlas 6.12%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.91%
BNP Paribas Global Absolute Return Bond 4.74%
Exane Pleiade 4.54%
Cigogne UCITS Credit Opportunities 4.30%
AXA WF Euro Credit Total Return 3.59%
Candriam Bonds Credit Alpha 2.22%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.36%
Articles Acteurs

Les gagnants se trouvent dans ces 8 nominés du Trophée de la Gestion de Patrimoine…

 

Catégorie Espoirs :

 

  • Kevin CHICHPORTICH (Liins)
  • Emilie AILLAUD (K Patrimoine)

 

Catégorie Professions Indépendantes :

 

  • Andy BUSSAGLIA (Family Patrimoine)
  • Richard HOUBRON (Experts en Patrimoine)
  • Yvan VIALLON (VYP Finance)

 

Catégorie Banques-Assurances-Etablissements financiers :

 

  • Charles Aubin SAINT-ADAM (Allianz)
  • Claire TARDY (BPCE)
  • Amélie ZIEGELMEYER (Expert & Finance)

 

http://files.h24finance.com/jpeg/Troph%C3%A9e%20Gestion%20de%20Patrimoine%20-%20Oral.jpg

 

 

Les nominés ont passé le grand oral ce matin devant un jury prestigieux de professionnels :

 

Comité Technique

 

  • Jérôme Barré, Président du Jury, Franklin société d'avocats
  • Thierry Sevoumians, La Française Finance Services
  • Jean-Denis Errard, Gestion de Fortune

 

Autres membres du Jury

 

  • Bernard Camblain, Association Française du Family Office
  • Sonia Fendler, Generali Patrimoine
  • Laurent Joly, Société Générale Private Banking
  • Vincent Dupin, UFF
  • Christophe Citerne, CMNE
  • Céline Duval-Hubert, Neuflize Vie
  • Francis Brune, LCL Banque Privée
  • Lila Vaisson-Bethune, BNP-Paribas Banque Privée
  • Jean-Marc Brouillard, Cardif
  • Grégoire Salignon, Rothschild
  • Olivier Samain, Directeur distribution Réseaux Tiers, Axa Thema
  • Philippe Jean Peron, Membre du comité exécutif, Banque Transatlantique
  • Brice Pineau, Harvest
  • Michel Giray, Notaire
  • Damien Cornu, Vie plus, lauréat 2014
  • Guillaume Lucchini, Scala Patrimoine, lauréat 2014

Publié le vendredi 11 septembre 2015

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity Grand Prix de la Finance 55.59%
Alken Fund Small Cap Europe 50.97%
Indépendance Europe Small Grand Prix de la Finance 40.41%
Tailor Actions Avenir ISR 31.59%
Tocqueville Value Euro ISR 30.13%
JPMorgan Euroland Dynamic 26.49%
Groupama Opportunities Europe 25.27%
Moneta Multi Caps Grand Prix de la Finance 23.27%
Uzès WWW Perf 23.22%
BDL Convictions Grand Prix de la Finance 21.85%
IDE Dynamic Euro 21.27%
Quadrige France Smallcaps 18.03%
Indépendance France Small & Mid Grand Prix de la Finance 17.86%
Tocqueville Euro Equity ISR 17.58%
Ecofi Smart Transition 16.83%
R-co 4Change Net Zero Equity Euro 16.11%
VALBOA Engagement ISR 15.32%
Tikehau European Sovereignty 15.29%
Sycomore Sélection Responsable 14.40%
EdR SICAV Tricolore Convictions 13.81%
DNCA Invest Archer Mid-Cap Europe 13.55%
Mandarine Premium Europe 13.05%
Covéa Perspectives Entreprises 12.44%
Sycomore Europe Happy @ Work 12.23%
Europe Income Family 12.08%
Lazard Small Caps Euro 10.47%
Fidelity Europe 9.86%
ADS Venn Collective Alpha Europe 9.42%
Groupama Avenir PME Europe 9.31%
Mandarine Europe Microcap 9.23%
Mirova Europe Environmental Equity 7.64%
Gay-Lussac Microcaps Europe 7.48%
HMG Découvertes 6.47%
Norden SRI 5.52%
VEGA France Opportunités ISR 5.32%
Dorval Drivers Europe 5.28%
Tocqueville Croissance Euro ISR 5.21%
Mandarine Unique 4.67%
ELEVA Leaders Small & Mid Cap Europe 4.55%
VEGA Europe Convictions ISR 4.49%
CPR Croissance Dynamique 4.32%
LFR Euro Développement Durable ISR 4.07%
Amplegest Pricing Power Grand Prix de la Finance 1.57%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance 1.13%
Eiffel Nova Europe ISR -4.56%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.57%
DNCA Invest SRI Norden Europe -7.39%
ADS Venn Collective Alpha US -7.89%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.12%
Axiom Emerging Markets Corporate Bonds 7.05%
IVO Global High Yield 6.47%
IVO EM Corporate Debt UCITS 6.17%
Carmignac Portfolio Credit 6.13%
Axiom Obligataire Grand Prix de la Finance 6.04%
LO Fallen Angels 5.44%
IVO EM Corporate Debt Short Duration SRI 5.32%
Lazard Credit Fi SRI 5.31%
Income Euro Sélection 5.08%
Omnibond 4.97%
EdR SICAV Financial Bonds 4.91%
Jupiter Dynamic Bond 4.90%
Lazard Credit Opportunities 4.90%
FTGF Brandywine Global Income Optimiser Fund 4.78%
Schelcher Global Yield 2028 4.55%
Axiom Short Duration Bond 4.51%
DNCA Invest Credit Conviction 4.20%
La Française Credit Innovation 4.18%
EdR SICAV Short Duration Credit 3.93%
Ofi Invest High Yield 2029 3.92%
Tikehau European High Yield 3.89%
Ostrum SRI Crossover 3.83%
R-co Conviction Credit Euro 3.64%
Hugau Obli 1-3 3.60%
Ofi Invest Alpha Yield 3.55%
Hugau Obli 3-5 3.47%
La Française Rendement Global 2028 3.45%
Tikehau 2029 3.42%
Auris Investment Grade 3.41%
Alken Fund Income Opportunities 3.40%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.38%
Pluvalca Credit Opportunities 2028 3.29%
EdR SICAV Millesima 2030 3.22%
Tikehau 2027 3.21%
M All Weather Bonds 3.17%
Tailor Crédit Rendement Cible 2.97%
Auris Euro Rendement 2.84%
SLF (F) Opportunité High Yield 2028 2.82%
Tailor Credit 2028 2.73%
EdR Fund Bond Allocation 2.50%
Eiffel Rendement 2028 2.34%
Mandarine Credit Opportunities 1.99%
LO Funds - Short-Term Money Market CHF 1.74%
Sanso Short Duration 1.52%
Epsilon Euro Bond 1.40%
AXA IM FIIS US Short Duration High Yield -6.12%
Amundi Cash USD -7.38%
Goldman Sachs Yen Liquid Reserves Fund Institutional -9.14%