CAC 40	Perf Jour	Perf Ytd
7770.48	+2.33%	+5.28%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
H2O Moderato	14.84%
BDL Rempart	12.46%
GF Ambition Solidaire	10.24%
Ginjer Actifs 360	7.63%
Moneta Long Short	6.00%
Exane Ceres	5.51%
Dorval Convictions	5.20%
Ruffer Total Return International	4.90%
Eurose	4.31%
M&G (Lux) Dynamic Allocation Fund	2.88%
VEGA Patrimoine ISR	2.79%
Carmignac Patrimoine	2.63%
Echiquier ARTY SRI	2.30%
ELEVA AR - Dynamic	1.68%
Gay-Lussac Europe Flex	1.61%
Auris Diversified Beta	1.60%
Claresco Allocation Flexible	1.02%
Dorval Global Conservative	0.93%
Trusteam Optimum	0.77%
VEGA Euro Rendement ISR	0.25%
Dorval Global Allocation	0.18%
Tailor Allocation Defensive	0.04%
BNY Mellon Global Real Return Fund (EUR)	-0.12%
VALBOA Exclusif	-0.30%
Sycomore Next Generation	-0.42%
Lazard Patrimoine SRI	-0.46%
Elkano Global Fund	-0.65%
Tikehau International Cross Assets	-0.87%
Sienna Diversifié Flexible Monde	-0.93%
R-co Valor Balanced	-0.95%
ELEVA Global Multi Opportunities	-1.42%
ACATIS Value Event	-1.52%
Russell Inv. MAGS	-1.83%
AXA WF Global Optimal Income	-1.97%
Ofi Invest ESG MultiTrack	-1.97%
Mandarine Solution	-2.36%
R-co Valor	-2.76%
Echiquier Allocation Flexible	-3.20%
DNCA Invest Evolutif	-3.28%
GIS Global Multi Asset Income	-3.64%
ODDO BHF Polaris Balanced	-4.14%
First Eagle Amundi International Fund	-4.27%
Monocle Fund	-4.47%
Mansartis Investissements ISR	-5.96%
Nova Dynamique	-6.97%
IDE Dynamic World Flexible	-7.10%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold	26.97%
Aperture European Innovation	5.69%
Sienna Actions Bas Carbone	5.64%
Piquemal Houghton Global Equities	4.45%
Digital Stars Europe	4.24%
AXA Aedificandi	4.06%
R-co Thematic Real Estate	3.19%
FTGF ClearBridge Infrastructure Value	1.91%
GIS SRI Ageing Population	1.67%
Jupiter Financial Innovation	0.82%
DNCA Invest Beyond Semperosa	-1.04%
M&G (Lux) Global Listed Infrastructure Fund	-1.67%
Candriam Equities L Oncology	-2.26%
HMG Globetrotter	-3.03%
BNP Paribas Aqua	-4.20%
Athymis Industrie 4.0	-4.80%
Thematics Water	-5.64%
Auris Gravity US Equity Fund	-5.98%
EdR Fund Big Data	-6.23%
JPMorgan Funds - Global Dividend	-6.51%
Mandarine Global Transition	-6.65%
Janus Henderson Horizon Global Sustainable Equity Fund	-6.77%
VIA Smart Equity World	-7.49%
Comgest Monde	-7.80%
Pictet - Water	-8.18%
Carmignac Investissement	-8.21%
MS INVF Global Opportunity	-8.49%
MS INVF Global Brands	-8.60%
CPR Invest Climate Action	-8.81%
Sienna Actions Internationales	-8.96%
Square Megatrends Champions	-9.29%
Echiquier World Equity Growth	-9.43%
ODDO BHF Global Equity Stars	-9.45%
Mirova Global Sustainable Equity	-9.46%
Russell Inv. World Equity Fund	-9.57%
EdR Fund Healthcare	-9.67%
Franklin India Fund	-10.04%
Fidelity Global Technology	-10.15%
Sanso Smart Climate	-10.25%
M&G (Lux) Global Dividend Fund	-10.31%
Thematics Meta	-10.38%
Candriam Equities L Robotics & Innovative Technology	-10.81%
Groupama Global Active Equity	-11.17%
Covéa Actions Monde	-11.22%
JPMorgan Funds - Global Select Equity	-11.55%
Covéa Ruptures	-11.56%
EdR Fund US Value	-11.90%
Athymis Millennial	-12.31%
Groupama Global Disruption	-12.68%
Ofi Invest ESG Grandes Marques	-12.85%
Pictet - Security	-12.93%
Pictet - Digital	-13.09%
Echiquier Artificial Intelligence	-13.38%
JPMorgan Funds - America Equity	-13.78%
ODDO BHF Artificial Intelligence	-13.84%
Eurizon Fund Equity Innovation	-14.55%
Franklin U.S. Opportunities Fund	-14.79%
Sycomore Sustainable Tech	-15.32%
JPMorgan Funds - US Technology	-15.68%
Tocqueville Global Tech ISR	-16.44%
Franklin Technology Fund	-16.93%
Loomis Sayles U.S. Growth Equity	-16.94%
CPR Global Disruptive Opportunities	-16.96%
Thematics AI and Robotics	-17.19%
Claresco USA	-17.49%
Pictet - Clean Energy Transition	-17.62%
BNP Paribas US Small Cap	-17.76%
BNP Paribas Funds Disruptive Technology	-18.07%
R-co Thematic Blockchain Global Equity	-18.37%
AXA WF Robotech	-19.66%
FTGF Royce US Small Cap Opportunity Fund	-22.60%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
M&G (Lux) Episode Macro Fund	5.94%
RAM European Market Neutral Equities	5.87%
H2O Adagio	5.04%
Jupiter Merian Global Equity Absolute Return	4.16%
BNP Paribas Global Absolute Return Bond	3.54%
Sienna Performance Absolue Défensif	2.42%
Fidelity Absolute Return Global Equity Fund	2.29%
Exane Pleiade	1.89%
DNCA Invest Alpha Bonds	1.74%
Cigogne UCITS Credit Opportunities	1.65%
Candriam Bonds Credit Alpha	1.45%
Syquant Capital - Helium Selection	1.36%
AXA WF Euro Credit Total Return	0.89%
Candriam Absolute Return Equity Market Neutral	0.25%
Pictet TR - Atlas	-0.01%
Pictet TR - Atlas Titan	-0.38%

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	24.67%
Alken Fund Small Cap Europe	23.50%
Indépendance Europe Small	14.77%
Tailor Actions Avenir ISR	12.94%
Groupama Opportunities Europe	11.16%
BDL Convictions	11.07%
Covéa Perspectives Entreprises	8.28%
Indépendance France Small & Mid	7.96%
DNCA Invest Archer Mid-Cap Europe	7.24%
Richelieu Family	6.96%
Moneta Multi Caps	6.42%
Uzès WWW Perf	6.29%
Tocqueville Euro Equity ISR	6.25%
EdR SICAV Tricolore Convictions	5.71%
Ecofi Smart Transition	5.64%
R-co 4Change Net Zero Equity Euro	5.39%
Sycomore Europe Happy @ Work	4.88%
Europe Income Family	4.76%
Fidelity Europe	4.71%
VALBOA Engagement ISR	4.45%
Quadrige France Smallcaps	4.24%
Mandarine Premium Europe	3.96%
Mandarine Europe Microcap	2.95%
ADS Venn Collective Alpha Europe	2.80%
Dorval Drivers Europe	2.58%
Mirova Europe Environmental Equity	2.27%
ELEVA Leaders Small & Mid Cap Europe	2.06%
HMG Découvertes	1.58%
Sycomore Europe Eco Solutions	1.11%
Norden SRI	1.10%
Palatine Europe Sustainable Employment	-0.17%
Echiquier Positive Impact Europe	-0.74%
Mandarine Unique	-0.95%
Lazard Small Caps France	-1.26%
LFR Euro Développement Durable ISR	-1.69%
Tocqueville Croissance Euro ISR	-2.02%
Amplegest Pricing Power	-2.42%
VEGA France Opportunités ISR	-2.50%
DNCA Invest SRI Norden Europe	-3.68%
VEGA Europe Convictions ISR	-4.58%
Echiquier Major SRI Growth Europe	-4.59%
Eiffel Nova Europe ISR	-5.50%
CPR Croissance Dynamique	-8.19%
ADS Venn Collective Alpha US	-15.00%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Dorval European Climate Initiative	5.81%
R-co 4Change Net Zero Equity Euro	5.39%
EdR SICAV Euro Sustainable Equity	4.79%
La Française Credit Innovation	1.19%
Echiquier Positive Impact Europe	-0.74%
DNCA Invest Beyond Semperosa	-1.04%
Equilibre Ecologique	-1.71%
Triodos Future Generations	-2.07%
BDL Transitions Megatrends	-2.83%
Triodos Impact Mixed	-3.04%
Aesculape SRI	-5.04%
Triodos Global Equities Impact	-7.35%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	17.21%
Income Euro Sélection	1.93%
Carmignac Portfolio Credit	1.91%
Axiom Short Duration Bond	1.84%
Jupiter Dynamic Bond	1.78%
Axiom Obligataire	1.77%
Alken Fund Income Opportunities	1.46%
DNCA Invest Credit Conviction	1.44%
SLF (LUX) Bond High Yield Opportunity 2026	1.38%
IVO Global Opportunities	1.37%
Ostrum SRI Crossover	1.30%
R-co Conviction Credit Euro	1.23%
FTGF Brandywine Global Income Optimiser Fund	1.20%
La Française Credit Innovation	1.19%
Mandarine Credit Opportunities	1.07%
Groupama Alpha Fixed Income Plus	1.05%
Tailor Crédit Rendement Cible	0.99%
Tikehau 2029	0.91%
Tikehau 2027	0.86%
Epsilon Euro Bond	0.85%
IVO EM Corporate Debt Short Duration SRI	0.85%
Schelcher Global Yield 2028	0.82%
Pluvalca Credit Opportunities 2028	0.80%
Ofi Invest Alpha Yield	0.66%
M All Weather Bonds	0.61%
Omnibond	0.57%
Ofi Invest High Yield 2029	0.55%
Tikehau European High Yield	0.52%
LO Funds - Short-Term Money Market CHF	0.48%
La Française Rendement Global 2028	0.48%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.47%
Auris Euro Rendement	0.39%
EdR Fund Bond Allocation	0.38%
Tailor Credit 2028	0.32%
Sanso Short Duration	0.30%
Auris Investment Grade	0.25%
Richelieu Euro Credit Unconstrained	-0.06%
IVO EM Corporate Debt UCITS	-0.19%
Eiffel Rendement 2028	-0.41%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-0.56%
Lazard Credit Opportunities	-0.90%
AXA IM FIIS US Short Duration High Yield	-7.57%
Amundi Cash USD	-7.61%