CAC 40 Perf Jour Perf Ytd
7965.27 -0.2% +7.98%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.34%
Ginjer Actifs 360 Grand Prix de la Finance 20.00%
Moneta Long Short 19.53%
GF Ambition Solidaire 19.23%
Clartan Valeurs 15.98%
R-co Valor Grand Prix de la Finance 14.11%
BDL Rempart Grand Prix de la Finance 13.31%
Claresco Allocation Flexible 12.10%
M&G (Lux) Dynamic Allocation Fund 11.22%
Carmignac Patrimoine 11.01%
AXA WF Global Optimal Income 9.51%
R-co Valor Balanced Grand Prix de la Finance 9.34%
ELEVA Global Multi Opportunities 9.16%
ELEVA AR - Dynamic 8.11%
Dorval Convictions 8.09%
Ruffer Total Return International 7.86%
Sienna Diversifié Flexible Monde 7.78%
VEGA Patrimoine ISR 7.62%
First Eagle Amundi International Fund 7.31%
Russell Inv. MAGS 7.20%
Mandarine Solution 7.00%
GIS Global Multi Asset Income 6.91%
BNY Mellon Global Real Return Fund (EUR) 6.82%
Eurose Grand Prix de la Finance 6.77%
Auris Diversified Beta 6.50%
Ofi Invest ESG MultiTrack 6.46%
Elkano Global Fund 6.41%
Exane Ceres 6.07%
Dorval Global Allocation 5.46%
Nova Dynamique 4.71%
Sycomore Next Generation 3.72%
Echiquier ARTY SRI Grand Prix de la Finance 3.30%
VALBOA Exclusif 3.24%
Tikehau International Cross Assets 3.19%
Trusteam Optimum 2.99%
DNCA Invest Evolutif 2.79%
Tailor Allocation Defensive Grand Prix de la Finance 2.49%
VEGA Euro Rendement ISR 2.07%
IDE Dynamic World Flexible 1.74%
Monocle Fund 0.91%
ACATIS Value Event 0.32%
ODDO BHF Polaris Balanced -1.67%
Mansartis Investissements ISR -3.91%
Gay-Lussac Europe Flex -5.21%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 95.70%
Jupiter Financial Innovation 22.33%
Piquemal Houghton Global Equities 20.63%
GemEquity 18.51%
Candriam Equities L Oncology 17.53%
Aperture European Innovation 17.29%
Digital Stars Europe 16.27%
Echiquier Artificial Intelligence Grand Prix de la Finance 14.95%
Carmignac Investissement Grand Prix de la Finance 13.23%
R-co Thematic Blockchain Global Equity 12.60%
HMG Globetrotter 12.40%
Sienna Actions Bas Carbone 12.24%
Candriam Equities L Robotics & Innovative Technology 12.22%
Auris Gravity US Equity Fund 11.72%
Groupama Global Disruption 9.79%
Athymis Industrie 4.0 9.60%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.96%
AXA Aedificandi 8.24%
Sycomore Sustainable Tech 8.13%
Groupama Global Active Equity 7.89%
Square Megatrends Champions 7.78%
FTGF ClearBridge Infrastructure Value 7.09%
EdRS Global Resilience 6.45%
R-co Thematic Real Estate 6.24%
Fidelity Global Technology 5.47%
JPMorgan Funds - US Technology 4.83%
Eurizon Fund Equity Innovation 4.56%
Sienna Actions Internationales 4.52%
Pictet - Digital 4.43%
ODDO BHF Artificial Intelligence 3.92%
GIS Sycomore Ageing Population 3.84%
BNP Paribas Funds Disruptive Technology 3.67%
EdR Fund Big Data Grand Prix de la Finance 3.10%
JPMorgan Funds - Global Dividend 2.99%
Janus Henderson Horizon Global Sustainable Equity Fund 2.90%
Echiquier World Equity Growth Grand Prix de la Finance 2.75%
Russell Inv. World Equity Fund 2.31%
Mandarine Global Transition 1.91%
Palatine Amérique 1.61%
Franklin Technology Fund 1.58%
Covéa Ruptures 1.53%
Thematics AI and Robotics 1.34%
Sanso Smart Climate Grand Prix de la Finance 0.96%
DNCA Invest Beyond Semperosa 0.56%
CPR Invest Climate Action 0.27%
Echiquier Global Tech 0.03%
Mirova Global Sustainable Equity -0.15%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.65%
Claresco USA -0.83%
Covéa Actions Monde -1.34%
EdR Fund Healthcare -1.70%
JPMorgan Funds - America Equity -1.81%
M&G (Lux) Global Dividend Fund -2.18%
Comgest Monde Grand Prix de la Finance -2.21%
Ofi Invest Grandes Marques -2.28%
Thematics Water -2.61%
BNP Paribas Aqua Grand Prix de la Finance -2.67%
MS INVF Global Opportunity -2.83%
Pictet - Water Grand Prix de la Finance -3.75%
Loomis Sayles U.S. Growth Equity -3.93%
BNP Paribas US Small Cap -5.95%
CPR Global Disruptive Opportunities -6.09%
Athymis Millennial -6.26%
ODDO BHF Global Equity Stars -6.34%
Pictet - Security -6.56%
Thematics Meta -7.33%
AXA WF Robotech -7.48%
Franklin U.S. Opportunities Fund -8.24%
FTGF Royce US Small Cap Opportunity Fund -9.97%
Franklin India Fund -12.42%
MS INVF Global Brands -12.89%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
Jupiter Merian Global Equity Absolute Return 10.53%
Pictet TR - Atlas Titan 10.09%
H2O Adagio 8.19%
RAM European Market Neutral Equities 7.75%
Fidelity Absolute Return Global Equity Fund 7.20%
Syquant Capital - Helium Selection 6.36%
Sienna Performance Absolue Défensif 6.31%
M&G (Lux) Episode Macro Fund 5.89%
Pictet TR - Atlas 5.49%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.81%
Exane Pleiade 4.79%
Cigogne UCITS Credit Opportunities 4.30%
BNP Paribas Global Absolute Return Bond 4.27%
AXA WF Euro Credit Total Return 3.62%
Candriam Bonds Credit Alpha 2.23%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.38%
Articles Acteurs

Nouvel adhérent au sein de La Boétie Patrimoine

Un de plus ! Bertrand Lefeubvre, conseiller indépendant à Paris, vient en effet d'intégrer La Boétie Patrimoine,  l'une des principales associations de Conseils en Gestion de Patrimoine Indépendants (CGPI).

Créée en 1991, l'association est présidée depuis 2003 par Patrick Ganansia.

Origines de la création :

1984 : Regroupement de Conseillers Indépendants

1991 : Fondation et Création de l’Association par Mr Bruno de Guillebon, Président jusqu’en 2003.

Publié le mercredi 22 décembre 2010

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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 50.15%
Alken Fund Small Cap Europe 47.39%
Indépendance Europe Small Grand Prix de la Finance 37.24%
Tailor Actions Avenir ISR 27.71%
JPMorgan Euroland Dynamic 25.68%
Tocqueville Value Euro ISR 25.09%
Groupama Opportunities Europe 21.01%
Moneta Multi Caps Grand Prix de la Finance 20.55%
Uzès WWW Perf 19.46%
IDE Dynamic Euro 18.55%
BDL Convictions Grand Prix de la Finance 17.50%
Quadrige France Smallcaps 16.18%
Indépendance France Small & Mid Grand Prix de la Finance 15.78%
Ecofi Smart Transition 14.21%
Tocqueville Euro Equity ISR 14.17%
VALBOA Engagement ISR 13.23%
R-co 4Change Net Zero Equity Euro 12.80%
Tikehau European Sovereignty 12.06%
DNCA Invest Archer Mid-Cap Europe 11.68%
Sycomore Sélection Responsable 10.83%
Covéa Perspectives Entreprises 10.82%
Mandarine Premium Europe 10.81%
EdR SICAV Tricolore Convictions 10.10%
Lazard Small Caps Euro 9.46%
Sycomore Europe Happy @ Work 9.04%
Europe Income Family 8.03%
Mandarine Europe Microcap 6.98%
Groupama Avenir PME Europe 6.63%
Fidelity Europe 6.53%
HMG Découvertes 6.29%
Gay-Lussac Microcaps Europe 6.16%
ADS Venn Collective Alpha Europe 5.84%
Mirova Europe Environmental Equity 5.51%
CPR Croissance Dynamique 2.98%
Norden SRI 2.89%
ELEVA Leaders Small & Mid Cap Europe 2.84%
VEGA France Opportunités ISR 2.81%
Tocqueville Croissance Euro ISR 2.80%
Mandarine Unique 2.65%
Dorval Drivers Europe 1.76%
VEGA Europe Convictions ISR 0.92%
LFR Euro Développement Durable ISR 0.62%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance -0.75%
Amplegest Pricing Power Grand Prix de la Finance -1.10%
Eiffel Nova Europe ISR -6.85%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.25%
DNCA Invest SRI Norden Europe -9.16%
ADS Venn Collective Alpha US -9.38%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 28.42%
Axiom Emerging Markets Corporate Bonds 7.00%
IVO Global High Yield 6.39%
IVO EM Corporate Debt UCITS 6.09%
Carmignac Portfolio Credit 6.03%
Axiom Obligataire Grand Prix de la Finance 5.84%
Lazard Credit Fi SRI 5.35%
IVO EM Corporate Debt Short Duration SRI 5.28%
LO Fallen Angels 5.23%
FTGF Brandywine Global Income Optimiser Fund 5.04%
Income Euro Sélection 4.98%
Omnibond 4.84%
Lazard Credit Opportunities 4.84%
EdR SICAV Financial Bonds 4.66%
Jupiter Dynamic Bond 4.63%
Schelcher Global Yield 2028 4.45%
Axiom Short Duration Bond 4.38%
DNCA Invest Credit Conviction 4.09%
La Française Credit Innovation 4.07%
EdR SICAV Short Duration Credit 3.82%
Tikehau European High Yield 3.78%
Ofi Invest High Yield 2029 3.72%
Ostrum SRI Crossover 3.72%
R-co Conviction Credit Euro 3.64%
Hugau Obli 1-3 3.52%
Hugau Obli 3-5 3.37%
Ofi Invest Alpha Yield 3.32%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.31%
Tikehau 2029 3.28%
Auris Investment Grade 3.27%
Alken Fund Income Opportunities 3.22%
La Française Rendement Global 2028 3.19%
Tikehau 2027 3.19%
Pluvalca Credit Opportunities 2028 3.14%
EdR SICAV Millesima 2030 2.84%
Tailor Crédit Rendement Cible 2.81%
Auris Euro Rendement 2.59%
EdR Fund Bond Allocation 2.56%
Tailor Credit 2028 2.55%
SLF (F) Opportunité High Yield 2028 2.54%
M All Weather Bonds 2.52%
Eiffel Rendement 2028 2.27%
Mandarine Credit Opportunities 1.95%
Sanso Short Duration 1.47%
Epsilon Euro Bond 1.09%
LO Funds - Short-Term Money Market CHF 0.83%
AXA IM FIIS US Short Duration High Yield -5.45%
Amundi Cash USD -6.63%
Goldman Sachs Yen Liquid Reserves Fund Institutional -10.33%