CAC 40 Perf Jour Perf Ytd
7970.93 -0.13% +7.97%
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%
First Eagle Amundi International Fund 7.68%
VEGA Patrimoine ISR 7.62%
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 17.44%
Aperture European Innovation 17.29%
Digital Stars Europe 15.37%
Candriam Equities L Robotics & Innovative Technology 15.05%
Echiquier Artificial Intelligence Grand Prix de la Finance 14.95%
Carmignac Investissement Grand Prix de la Finance 13.48%
R-co Thematic Blockchain Global Equity 12.60%
HMG Globetrotter 12.40%
Sienna Actions Bas Carbone 12.24%
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 3.56%
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%
CPR Invest Climate Action 1.07%
Sanso Smart Climate Grand Prix de la Finance 0.96%
DNCA Invest Beyond Semperosa 0.56%
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%
Comgest Monde Grand Prix de la Finance -1.60%
JPMorgan Funds - America Equity -1.81%
EdR Fund Healthcare -2.15%
M&G (Lux) Global Dividend Fund -2.18%
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%
CPR Global Disruptive Opportunities -3.91%
Loomis Sayles U.S. Growth Equity -3.93%
BNP Paribas US Small Cap -5.95%
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 DĂ©fensif 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 4.14%
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 Patrimoine et Fiscalité

🤝 Une nouvelle acquisition pour le groupe HEREZ qui double de taille en seulement...

 

 

Implanté depuis 33 ans à La Roche-sur-Yon, GFI Patrimoine rejoint le groupe Herez.

 

GFI Patrimoine gère 70 m€ d'encours pour le compte de particuliers et d'entreprises.

 

A l'issue de cette opération, son Président Dominique Rougeron devient directeur associé d'Herez.

 

Pour info, le groupe HEREZ c'est...

 

  • 1,6 milliard € d'actifs conseillés et 40 collaborateurs en 2020

  • 🆙 3,2 milliards € d'actifs conseillés et 70 collaborateurs en 2022

Publié le mardi 7 juin 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 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%
Tocqueville Euro Equity ISR 14.17%
Ecofi Smart Transition 13.69%
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 11.42%
Sycomore SĂ©lection 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 DĂ©couvertes 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 DĂ©veloppement 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%
IVO EM Corporate Debt Short Duration SRI 5.28%
LO Fallen Angels 5.23%
Lazard Credit Fi SRI 5.22%
FTGF Brandywine Global Income Optimiser Fund 5.04%
Income Euro SĂ©lection 4.98%
Omnibond 4.84%
EdR SICAV Financial Bonds 4.66%
Jupiter Dynamic Bond 4.63%
Lazard Credit Opportunities 4.62%
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%
M All Weather Bonds 2.59%
Auris Euro Rendement 2.59%
EdR Fund Bond Allocation 2.56%
Tailor Credit 2028 2.55%
SLF (F) Opportunité High Yield 2028 2.54%
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%