CAC 40 Perf Jour Perf Ytd
7743.75 +0.64% +4.92%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 14.08%
BDL Rempart Grand Prix de la Finance 13.31%
GF Ambition Solidaire 12.30%
Ginjer Actifs 360 Grand Prix de la Finance 8.89%
Moneta Long Short 8.34%
Exane Ceres 6.77%
Dorval Convictions 6.21%
Ruffer Total Return International 4.93%
Eurose Grand Prix de la Finance 4.58%
VEGA Patrimoine ISR 3.67%
M&G (Lux) Dynamic Allocation Fund 3.23%
Gay-Lussac Europe Flex 3.23%
Carmignac Patrimoine 3.10%
Claresco Allocation Flexible 2.92%
Echiquier ARTY SRI Grand Prix de la Finance 2.59%
ELEVA AR - Dynamic 2.47%
Auris Diversified Beta 2.12%
VALBOA Exclusif 1.58%
Trusteam Optimum 1.26%
VEGA Euro Rendement ISR 0.84%
Dorval Global Allocation 0.82%
BNY Mellon Global Real Return Fund (EUR) 0.73%
Tailor Allocation Defensive Grand Prix de la Finance 0.42%
Sienna Diversifié Flexible Monde 0.28%
Sycomore Next Generation 0.09%
Tikehau International Cross Assets -0.14%
ELEVA Global Multi Opportunities -0.20%
AXA WF Global Optimal Income -0.26%
Elkano Global Fund -0.28%
R-co Valor Balanced Grand Prix de la Finance -0.48%
Lazard Patrimoine SRI -0.55%
ACATIS Value Event -0.62%
Ofi Invest ESG MultiTrack -0.82%
Russell Inv. MAGS -1.07%
Mandarine Solution -1.25%
DNCA Invest Evolutif -1.72%
R-co Valor Grand Prix de la Finance -1.96%
Monocle Fund -2.75%
Echiquier Allocation Flexible -2.90%
First Eagle Amundi International Fund -3.01%
GIS Global Multi Asset Income -3.03%
ODDO BHF Polaris Balanced -3.53%
Mansartis Investissements ISR -4.86%
IDE Dynamic World Flexible -5.60%
Nova Dynamique -5.67%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 33.01%
Aperture European Innovation 7.66%
Sienna Actions Bas Carbone 7.22%
Digital Stars Europe 6.73%
AXA Aedificandi 5.67%
Piquemal Houghton Global Equities 5.23%
R-co Thematic Real Estate 4.80%
Jupiter Financial Innovation 3.14%
FTGF ClearBridge Infrastructure Value 2.84%
GIS SRI Ageing Population 2.83%
DNCA Invest Beyond Semperosa 0.11%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -0.72%
Athymis Industrie 4.0 -2.02%
HMG Globetrotter -2.27%
Janus Henderson Horizon Global Sustainable Equity Fund -2.29%
MS INVF Global Opportunity -3.17%
JPMorgan Funds - Global Dividend -3.68%
Auris Gravity US Equity Fund -3.73%
BNP Paribas Aqua Grand Prix de la Finance -3.88%
Thematics Water -4.05%
Pictet - Water Grand Prix de la Finance -4.70%
Mandarine Global Transition -4.71%
MS INVF Global Brands -4.76%
EdR Fund Big Data Grand Prix de la Finance -4.86%
Carmignac Investissement Grand Prix de la Finance -5.45%
VIA Smart Equity World -5.47%
Candriam Equities L Oncology -6.48%
Comgest Monde Grand Prix de la Finance -6.78%
Square Megatrends Champions -6.86%
CPR Invest Climate Action -7.30%
M&G (Lux) Global Dividend Fund -7.36%
Candriam Equities L Robotics & Innovative Technology -7.55%
Pictet - Digital -7.60%
Sienna Actions Internationales -7.63%
Fidelity Global Technology -7.71%
Thematics Meta -7.73%
Mirova Global Sustainable Equity -7.96%
Pictet - Security -8.16%
Russell Inv. World Equity Fund -8.34%
Echiquier World Equity Growth Grand Prix de la Finance -8.58%
ODDO BHF Global Equity Stars -8.78%
Sanso Smart Climate Grand Prix de la Finance -8.78%
JPMorgan Funds - Global Select Equity -9.11%
Covéa Actions Monde -9.72%
Groupama Global Active Equity -10.03%
Covéa Ruptures -10.18%
EdR Fund US Value -10.92%
Sycomore Sustainable Tech -11.01%
Echiquier Artificial Intelligence Grand Prix de la Finance -11.09%
Groupama Global Disruption -11.10%
Ofi Invest ESG Grandes Marques -11.23%
Athymis Millennial -11.35%
EdR Fund Healthcare -11.57%
Franklin India Fund -12.09%
JPMorgan Funds - America Equity -12.22%
JPMorgan Funds - US Technology -12.30%
ODDO BHF Artificial Intelligence -12.39%
Pictet - Clean Energy Transition Grand Prix de la Finance -12.52%
Eurizon Fund Equity Innovation -12.97%
Thematics AI and Robotics -13.15%
Franklin U.S. Opportunities Fund -13.23%
Tocqueville Global Tech ISR -13.25%
Loomis Sayles U.S. Growth Equity -14.13%
Franklin Technology Fund -14.56%
CPR Global Disruptive Opportunities -15.11%
AXA WF Robotech -15.52%
BNP Paribas Funds Disruptive Technology -15.78%
BNP Paribas US Small Cap -16.10%
Claresco USA -16.12%
R-co Thematic Blockchain Global Equity -16.24%
FTGF Royce US Small Cap Opportunity Fund -18.46%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 6.39%
Jupiter Merian Global Equity Absolute Return 5.02%
M&G (Lux) Episode Macro Fund 5.01%
H2O Adagio 4.91%
BNP Paribas Global Absolute Return Bond 3.58%
Sienna Performance Absolue DĂ©fensif 2.68%
Exane Pleiade 2.55%
Fidelity Absolute Return Global Equity Fund 2.20%
DNCA Invest Alpha Bonds Grand Prix de la Finance 1.81%
Cigogne UCITS Credit Opportunities 1.74%
Candriam Bonds Credit Alpha 1.45%
Syquant Capital - Helium Selection 1.43%
AXA WF Euro Credit Total Return 1.16%
Pictet TR - Atlas Titan 0.65%
Pictet TR - Atlas 0.54%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.28%
Articles Patrimoine et Fiscalité

🤝 Le groupe HEREZ dirigé par Patrick Ganansia rachète un nouveau cabinet…

 

P4M Development rejoint les équipes d'Herez à Lyon.

 

 

Ce Cabinet de Gestion de Patrimoine gère 50 M€ d’encours pour le compte de particuliers et d’entreprises.

 

A l'issue de ce rapprochement, Stéphane Pourcher et Christopher Fournier, conseillers en investissements financiers associés deviennent actionnaires d'Herez.

 

Stéphane Pourcher dirigera les équipes d'Herez Lyon aux côtés de Jean-Christophe Paccard.

 

A PROPOS D'HEREZ

 

  • Création en 1995

  • + de 3,2 Md € d’actifs conseillés

  • Actionnariat composé de ses fondateurs, ses collaborateurs et de Florac (family office de la famille Meyer Louis-Dreyfus)

Publié le mardi 10 mai 2022

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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 27.00%
Alken Fund Small Cap Europe 26.97%
Indépendance Europe Small Grand Prix de la Finance 19.03%
Tailor Actions Avenir ISR 15.56%
Groupama Opportunities Europe 13.00%
BDL Convictions Grand Prix de la Finance 12.63%
Indépendance France Small & Mid Grand Prix de la Finance 10.74%
Uzès WWW Perf 9.50%
Covéa Perspectives Entreprises 9.32%
DNCA Invest Archer Mid-Cap Europe 9.23%
VALBOA Engagement ISR 9.19%
Richelieu Family 8.76%
Ecofi Smart Transition 7.85%
Tocqueville Euro Equity ISR 7.82%
Moneta Multi Caps Grand Prix de la Finance 7.41%
Europe Income Family 7.16%
R-co 4Change Net Zero Equity Euro 6.89%
EdR SICAV Tricolore Convictions 6.86%
Sycomore Europe Happy @ Work 6.40%
Quadrige France Smallcaps 5.98%
Mandarine Premium Europe 5.85%
Fidelity Europe 5.84%
Mandarine Europe Microcap 5.40%
ADS Venn Collective Alpha Europe 4.11%
Dorval Drivers Europe 3.96%
ELEVA Leaders Small & Mid Cap Europe 3.70%
HMG DĂ©couvertes 3.46%
Mirova Europe Environmental Equity 3.12%
Gay-Lussac Microcaps Europe 2.66%
Sycomore Europe Eco Solutions 2.21%
Norden SRI 2.19%
Palatine Europe Sustainable Employment 1.48%
Mandarine Unique 1.22%
Echiquier Positive Impact Europe 0.16%
LFR Euro DĂ©veloppement Durable ISR -0.01%
Tocqueville Croissance Euro ISR -0.35%
Lazard Small Caps France -0.41%
Amplegest Pricing Power Grand Prix de la Finance -0.43%
VEGA France Opportunités ISR -0.63%
DNCA Invest SRI Norden Europe -2.43%
VEGA Europe Convictions ISR -2.76%
Eiffel Nova Europe ISR -3.37%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -3.52%
CPR Croissance Dynamique -7.38%
ADS Venn Collective Alpha US -13.01%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 16.55%
Income Euro SĂ©lection 1.95%
Axiom Short Duration Bond 1.93%
Carmignac Portfolio Credit 1.92%
Axiom Obligataire Grand Prix de la Finance 1.84%
Jupiter Dynamic Bond 1.78%
DNCA Invest Credit Conviction 1.61%
Alken Fund Income Opportunities 1.59%
IVO Global Opportunities 1.57%
SLF (LUX) Bond High Yield Opportunity 2026 1.54%
Ostrum SRI Crossover 1.43%
La Française Credit Innovation 1.31%
R-co Conviction Credit Euro 1.24%
Tikehau 2029 1.12%
Epsilon Euro Bond 1.09%
Tailor Crédit Rendement Cible 1.07%
IVO EM Corporate Debt Short Duration SRI 1.06%
Mandarine Credit Opportunities 1.05%
Pluvalca Credit Opportunities 2028 1.05%
Tikehau 2027 1.03%
Schelcher Global Yield 2028 1.01%
Groupama Alpha Fixed Income Plus 1.00%
FTGF Brandywine Global Income Optimiser Fund 0.91%
Ofi Invest High Yield 2029 0.81%
Ofi Invest Alpha Yield 0.74%
Tikehau European High Yield 0.73%
Auris Investment Grade 0.68%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.63%
LO Funds - Short-Term Money Market CHF 0.62%
Omnibond 0.59%
La Française Rendement Global 2028 0.54%
Auris Euro Rendement 0.49%
Sanso Short Duration 0.34%
Tailor Credit 2028 0.33%
M All Weather Bonds 0.26%
Richelieu Euro Credit Unconstrained -0.03%
EdR Fund Bond Allocation -0.04%
Eiffel Rendement 2028 -0.31%
Goldman Sachs Yen Liquid Reserves Fund Institutional -0.37%
IVO EM Corporate Debt UCITS -0.72%
Lazard Credit Opportunities -0.82%
AXA IM FIIS US Short Duration High Yield -6.51%
Amundi Cash USD -6.78%