CAC 40	Perf Jour	Perf Ytd
8124.88	+0.7%	+10.08%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Ginjer Actifs 360	23.64%
H2O Moderato	23.18%
Moneta Long Short	22.00%
GF Ambition Solidaire	19.60%
Clartan Valeurs	19.09%
BDL Rempart	17.16%
R-co Valor	15.88%
Claresco Allocation Flexible	14.31%
AXA WF Global Optimal Income	13.07%
M&G (Lux) Dynamic Allocation Fund	12.54%
Carmignac Patrimoine	11.48%
ELEVA Global Multi Opportunities	10.92%
Dorval Convictions	10.64%
First Eagle Amundi International Fund	10.44%
R-co Valor Balanced	10.16%
Sienna Diversifié Flexible Monde	9.32%
ELEVA AR - Dynamic	9.15%
Russell Inv. MAGS	9.03%
GIS Global Multi Asset Income	8.80%
Ruffer Total Return International	8.54%
Ofi Invest ESG MultiTrack	8.51%
VEGA Patrimoine ISR	8.40%
BNY Mellon Global Real Return Fund (EUR)	8.36%
Auris Diversified Beta	8.10%
Mandarine Solution	7.85%
Eurose	7.21%
Dorval Global Allocation	7.10%
Exane Ceres	6.53%
Nova Dynamique	6.06%
Elkano Global Fund	5.57%
Sycomore Next Generation	4.86%
DNCA Invest Evolutif	4.84%
VALBOA Exclusif	4.58%
Tikehau International Cross Assets	4.28%
Echiquier ARTY SRI	3.85%
Monocle Fund	3.18%
Trusteam Optimum	3.15%
IDE Dynamic World Flexible	2.69%
Tailor Allocation Defensive	2.63%
VEGA Euro Rendement ISR	2.56%
ACATIS Value Event	0.47%
ODDO BHF Polaris Balanced	-1.09%
Mansartis Investissements ISR	-2.68%
Gay-Lussac Europe Flex	-3.99%

ACTIONS Perf. YTD

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CM-AM Global Gold	117.17%
Jupiter Financial Innovation	32.27%
Piquemal Houghton Global Equities	24.55%
Aperture European Innovation	21.49%
Candriam Equities L Oncology	20.78%
Digital Stars Europe	20.31%
GemEquity	18.81%
Candriam Equities L Robotics & Innovative Technology	18.34%
Sienna Actions Bas Carbone	16.12%
Carmignac Investissement	15.68%
R-co Thematic Blockchain Global Equity	15.56%
Auris Gravity US Equity Fund	15.17%
HMG Globetrotter	12.72%
Echiquier Artificial Intelligence	11.92%
Sycomore Sustainable Tech	11.43%
Athymis Industrie 4.0	9.79%
Groupama Global Disruption	9.67%
Pictet - Clean Energy Transition	9.61%
Groupama Global Active Equity	9.25%
Square Megatrends Champions	8.77%
Fidelity Global Technology	8.37%
BNP Paribas Funds Disruptive Technology	7.69%
Eurizon Fund Equity Innovation	6.95%
Sienna Actions Internationales	6.88%
FTGF ClearBridge Infrastructure Value	6.48%
EdRS Global Resilience	6.30%
GIS Sycomore Ageing Population	6.25%
EdR Fund Big Data	5.29%
Russell Inv. World Equity Fund	4.96%
AXA Aedificandi	4.86%
Franklin Technology Fund	4.81%
Palatine Amérique	4.71%
Thematics AI and Robotics	4.18%
ODDO BHF Artificial Intelligence	3.69%
Covéa Ruptures	3.64%
R-co Thematic Real Estate	3.41%
Claresco USA	3.28%
JPMorgan Funds - Global Dividend	3.26%
Pictet - Digital	2.67%
Echiquier World Equity Growth	2.63%
M&G (Lux) Global Dividend Fund	2.29%
Sanso Smart Climate	2.23%
DNCA Invest Beyond Semperosa	2.06%
CPR Invest Climate Action	2.06%
Mandarine Global Transition	1.98%
JPMorgan Funds - US Technology	1.88%
Janus Henderson Horizon Global Sustainable Equity Fund	1.53%
BNP Paribas US Small Cap	0.77%
Covéa Actions Monde	0.52%
EdR Fund Healthcare	-0.04%
FTGF Royce US Small Cap Opportunity Fund	-0.16%
Mirova Global Sustainable Equity	-0.23%
Ofi Invest Grandes Marques	-0.23%
M&G (Lux) Global Listed Infrastructure Fund	-0.35%
BNP Paribas Aqua	-0.71%
Thematics Water	-0.75%
Comgest Monde	-1.24%
Loomis Sayles U.S. Growth Equity	-1.28%
Echiquier Global Tech	-1.38%
AXA WF Robotech	-1.71%
MS INVF Global Opportunity	-2.76%
JPMorgan Funds - America Equity	-3.27%
CPR Global Disruptive Opportunities	-3.81%
Pictet - Water	-4.11%
ODDO BHF Global Equity Stars	-4.14%
Athymis Millennial	-5.26%
Thematics Meta	-5.77%
Franklin U.S. Opportunities Fund	-5.84%
Pictet - Security	-7.45%
MS INVF Global Brands	-12.86%
Franklin India Fund	-15.82%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Jupiter Merian Global Equity Absolute Return	12.51%
Pictet TR - Atlas Titan	11.36%
H2O Adagio	8.66%
Fidelity Absolute Return Global Equity Fund	7.54%
Syquant Capital - Helium Selection	7.34%
RAM European Market Neutral Equities	7.24%
Sienna Performance Absolue Défensif	6.14%
Pictet TR - Atlas	6.08%
M&G (Lux) Episode Macro Fund	5.39%
Exane Pleiade	4.96%
DNCA Invest Alpha Bonds	4.55%
Cigogne UCITS Credit Opportunities	4.54%
BNP Paribas Global Absolute Return Bond	4.34%
AXA WF Euro Credit Total Return	3.52%
Candriam Absolute Return Equity Market Neutral	2.87%
Candriam Bonds Credit Alpha	2.19%

Nos 5 coups de cœur de Patrimonia en photos ;)

Coup de cœur du stand le + original

NOVAXIA INVESTISSEMENT (bon, comme chaque année 😋)

Coup de cœur du meilleur café

LA FINANCIÈRE DE L'ÉCHIQUIER (et son sens du détail 🍵 !)

Coup de cœur de la communication la + décalée

IRBIS (avec le duo Clément Lemaire / Patriman)

Coup de cœur de la meilleure guest-star

CONSULTIM (qui a invité le double champion olympique et quadruple champion du monde de judo DAVID DOUILLET 🥋)

Coup de cœur de la meilleure organisation

L'ÉQUIPE PATRIMONIA ÉVIDEMMENT (qui vous donne déjà rdv les 24 et 25 Septembre 2025 pour la prochaine édition !)

A l'année prochaine 😉

Publié le vendredi 27 septembre 2024

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Axiom European Banks Equity	56.71%
Alken Fund Small Cap Europe	54.92%
Indépendance Europe Small	42.95%
Tocqueville Value Euro ISR	30.00%
Tailor Actions Avenir ISR	29.12%
JPMorgan Euroland Dynamic	28.17%
Groupama Opportunities Europe	24.53%
Moneta Multi Caps	23.64%
BDL Convictions	22.65%
Uzès WWW Perf	22.50%
IDE Dynamic Euro	20.61%
Indépendance France Small & Mid	19.54%
VALBOA Engagement ISR	18.85%
Tocqueville Euro Equity ISR	18.22%
R-co 4Change Net Zero Equity Euro	17.96%
Quadrige France Smallcaps	17.62%
Ecofi Smart Transition	17.39%
Mandarine Premium Europe	16.36%
Lazard Small Caps Euro	15.37%
Sycomore Sélection Responsable	14.12%
DNCA Invest Archer Mid-Cap Europe	13.90%
Tikehau European Sovereignty	13.00%
EdR SICAV Tricolore Convictions	12.53%
Covéa Perspectives Entreprises	11.98%
Sycomore Europe Happy @ Work	11.66%
Europe Income Family	11.25%
Groupama Avenir PME Europe	11.11%
ADS Venn Collective Alpha Europe	10.63%
Mandarine Europe Microcap	9.60%
Fidelity Europe	9.30%
Mirova Europe Environmental Equity	8.69%
Gay-Lussac Microcaps Europe	8.20%
HMG Découvertes	8.15%
Norden SRI	7.94%
Mandarine Unique	5.21%
Tocqueville Croissance Euro ISR	4.90%
ELEVA Leaders Small & Mid Cap Europe	4.63%
Dorval Drivers Europe	4.52%
CPR Croissance Dynamique	4.42%
VEGA Europe Convictions ISR	4.19%
VEGA France Opportunités ISR	3.62%
LFR Euro Développement Durable ISR	2.61%
Echiquier Agenor SRI Mid Cap Europe	1.59%
Amplegest Pricing Power	-0.21%
Eiffel Nova Europe ISR	-4.76%
Echiquier Major SRI Growth Europe	-5.28%
ADS Venn Collective Alpha US	-6.18%
DNCA Invest SRI Norden Europe	-7.16%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	17.96%
Dorval European Climate Initiative	14.16%
EdR SICAV Euro Sustainable Equity	12.38%
BDL Transitions Megatrends	11.79%
Palatine Europe Sustainable Employment	10.01%
La Française Credit Innovation	4.50%
Aesculape SRI	3.50%
DNCA Invest Beyond Semperosa	2.06%
Triodos Impact Mixed	0.30%
Triodos Global Equities Impact	-0.81%
Triodos Future Generations	-1.99%
Echiquier Positive Impact Europe	-3.70%

OBLIGATIONS Perf. YTD

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H2O Multibonds	27.45%
Axiom Emerging Markets Corporate Bonds	7.49%
IVO Global High Yield	6.75%
IVO EM Corporate Debt UCITS	6.44%
Carmignac Portfolio Credit	6.29%
LO Fallen Angels	6.08%
FTGF Brandywine Global Income Optimiser Fund	5.94%
Axiom Obligataire	5.75%
IVO EM Corporate Debt Short Duration SRI	5.58%
Omnibond	5.57%
Lazard Credit Fi SRI	5.56%
Lazard Credit Opportunities	5.40%
Income Euro Sélection	5.35%
EdR SICAV Financial Bonds	5.01%
Schelcher Global Yield 2028	4.79%
La Française Credit Innovation	4.50%
Axiom Short Duration Bond	4.50%
Jupiter Dynamic Bond	4.37%
Tikehau European High Yield	4.29%
DNCA Invest Credit Conviction	4.18%
Ofi Invest High Yield 2029	4.14%
EdR SICAV Short Duration Credit	4.06%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	4.02%
Ostrum SRI Crossover	3.91%
Pluvalca Credit Opportunities 2028	3.76%
Auris Investment Grade	3.68%
La Française Rendement Global 2028	3.67%
Hugau Obli 1-3	3.62%
Alken Fund Income Opportunities	3.61%
SLF (F) Opportunité High Yield 2028	3.59%
Tikehau 2027	3.56%
R-co Conviction Credit Euro	3.54%
Hugau Obli 3-5	3.43%
Ofi Invest Alpha Yield	3.37%
Tikehau 2029	3.36%
EdR SICAV Millesima 2030	3.33%
Eiffel Rendement 2028	3.07%
Tailor Credit 2028	3.02%
Auris Euro Rendement	2.88%
Tailor Crédit Rendement Cible	2.85%
EdR Fund Bond Allocation	2.59%
M All Weather Bonds	2.57%
Mandarine Credit Opportunities	1.96%
Sanso Short Duration	1.70%
Epsilon Euro Bond	0.27%
LO Funds - Short-Term Money Market CHF	0.19%
AXA IM FIIS US Short Duration High Yield	-6.46%
Amundi Cash USD	-8.24%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-10.70%