CAC 40 Perf Jour Perf Ytd
7553.45 -1.34% +2.34%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire 18.60%
H2O Moderato 16.47%
BDL Rempart Grand Prix de la Finance 15.29%
Ginjer Actifs 360 Grand Prix de la Finance 12.04%
Moneta Long Short 10.90%
Exane Ceres 8.23%
Claresco Allocation Flexible 7.45%
Clartan Valeurs 7.36%
Dorval Convictions 6.92%
Ruffer Total Return International 6.63%
Carmignac Patrimoine 6.04%
Eurose Grand Prix de la Finance 5.97%
VEGA Patrimoine ISR 5.29%
Auris Diversified Beta 4.49%
M&G (Lux) Dynamic Allocation Fund 4.37%
Sienna Diversifié Flexible Monde 3.58%
ELEVA AR - Dynamic 3.57%
Echiquier ARTY SRI Grand Prix de la Finance 2.84%
Gay-Lussac Europe Flex 2.41%
VALBOA Exclusif 2.22%
Dorval Global Allocation 2.22%
ELEVA Global Multi Opportunities 2.16%
AXA WF Global Optimal Income 1.96%
Trusteam Optimum 1.88%
Ofi Invest ESG MultiTrack 1.88%
BNY Mellon Global Real Return Fund (EUR) 1.88%
Sycomore Next Generation 1.88%
Tikehau International Cross Assets 1.73%
Monocle Fund 1.69%
Tailor Allocation Defensive Grand Prix de la Finance 1.55%
VEGA Euro Rendement ISR 1.37%
R-co Valor Balanced Grand Prix de la Finance 1.29%
Elkano Global Fund 1.21%
Russell Inv. MAGS 1.01%
Mandarine Solution 0.79%
R-co Valor Grand Prix de la Finance 0.64%
DNCA Invest Evolutif 0.11%
GIS Global Multi Asset Income -0.05%
Lazard Patrimoine SRI -0.09%
ACATIS Value Event -0.45%
First Eagle Amundi International Fund -0.88%
Echiquier Allocation Flexible -1.93%
ODDO BHF Polaris Balanced -2.65%
IDE Dynamic World Flexible -3.72%
Mansartis Investissements ISR -4.15%
Nova Dynamique -5.07%
ACTIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
CM-AM Global Gold 42.57%
Aperture European Innovation 12.76%
Digital Stars Europe 12.39%
Jupiter Financial Innovation 10.27%
AXA Aedificandi 9.53%
R-co Thematic Real Estate 9.24%
Sienna Actions Bas Carbone 8.82%
Piquemal Houghton Global Equities 7.13%
Athymis Industrie 4.0 3.66%
Auris Gravity US Equity Fund 3.54%
Candriam Equities L Robotics & Innovative Technology 3.43%
GIS SRI Ageing Population 2.83%
FTGF ClearBridge Infrastructure Value 2.65%
DNCA Invest Beyond Semperosa 1.81%
HMG Globetrotter 1.68%
Carmignac Investissement Grand Prix de la Finance 1.36%
R-co Thematic Blockchain Global Equity 0.53%
Echiquier Artificial Intelligence Grand Prix de la Finance 0.17%
Janus Henderson Horizon Global Sustainable Equity Fund -0.41%
Pictet - Digital -0.60%
Sycomore Sustainable Tech -0.91%
MS INVF Global Opportunity -1.29%
EdR Fund Big Data Grand Prix de la Finance -1.38%
Square Megatrends Champions -1.58%
Mandarine Global Transition -1.65%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.66%
BNP Paribas Aqua Grand Prix de la Finance -2.07%
JPMorgan Funds - Global Dividend -2.35%
VIA Smart Equity World -2.62%
Fidelity Global Technology -3.37%
Pictet - Security -3.56%
CPR Invest Climate Action -3.67%
Thematics Water -3.96%
Candriam Equities L Oncology -4.01%
Sienna Actions Internationales -4.14%
Pictet - Water Grand Prix de la Finance -4.18%
M&G (Lux) Global Dividend Fund -4.47%
Groupama Global Active Equity -4.69%
Comgest Monde Grand Prix de la Finance -5.05%
Sanso Smart Climate Grand Prix de la Finance -5.22%
Mirova Global Sustainable Equity -5.40%
Echiquier World Equity Growth Grand Prix de la Finance -5.42%
Russell Inv. World Equity Fund -5.83%
Covéa Ruptures -6.19%
ODDO BHF Artificial Intelligence -6.25%
Thematics Meta -6.27%
JPMorgan Funds - US Technology -6.33%
Pictet - Clean Energy Transition Grand Prix de la Finance -6.39%
Franklin Technology Fund -6.49%
Tocqueville Global Tech ISR -6.49%
Groupama Global Disruption -6.85%
MS INVF Global Brands -6.89%
Thematics AI and Robotics -6.92%
JPMorgan Funds - Global Select Equity -7.14%
ODDO BHF Global Equity Stars -7.30%
Eurizon Fund Equity Innovation -7.35%
Covéa Actions Monde -7.38%
Ofi Invest Grandes Marques -7.60%
Loomis Sayles U.S. Growth Equity -7.98%
EdR Fund US Value -8.13%
BNP Paribas Funds Disruptive Technology -9.16%
Franklin U.S. Opportunities Fund -9.33%
JPMorgan Funds - America Equity -9.98%
Athymis Millennial -10.05%
CPR Global Disruptive Opportunities -10.57%
Franklin India Fund -11.04%
EdR Fund Healthcare -12.03%
BNP Paribas US Small Cap -12.21%
Claresco USA -12.27%
AXA WF Robotech -12.73%
FTGF Royce US Small Cap Opportunity Fund -14.74%
PERFORMANCE ABSOLUE Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
RAM European Market Neutral Equities 7.76%
Jupiter Merian Global Equity Absolute Return 6.36%
H2O Adagio 6.14%
BNP Paribas Global Absolute Return Bond 5.06%
Sienna Performance Absolue DĂ©fensif 5.00%
M&G (Lux) Episode Macro Fund 4.81%
Pictet TR - Atlas Titan 4.29%
Syquant Capital - Helium Selection 3.59%
DNCA Invest Alpha Bonds Grand Prix de la Finance 2.95%
Cigogne UCITS Credit Opportunities 2.94%
Fidelity Absolute Return Global Equity Fund 2.88%
Pictet TR - Atlas 2.53%
Exane Pleiade 2.48%
AXA WF Euro Credit Total Return 2.46%
Candriam Bonds Credit Alpha 1.47%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 0.91%
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
Alken Fund Small Cap Europe 40.58%
Axiom European Banks Equity Grand Prix de la Finance 34.13%
Indépendance Europe Small Grand Prix de la Finance 29.07%
Tailor Actions Avenir ISR 23.17%
VALBOA Engagement ISR 19.97%
Indépendance France Small & Mid Grand Prix de la Finance 17.99%
Quadrige France Smallcaps 17.72%
Groupama Opportunities Europe 16.15%
BDL Convictions Grand Prix de la Finance 16.07%
Covéa Perspectives Entreprises 15.17%
Uzès WWW Perf 14.94%
DNCA Invest Archer Mid-Cap Europe 14.08%
Moneta Multi Caps Grand Prix de la Finance 13.80%
Richelieu Family 12.08%
Europe Income Family 11.70%
Mandarine Premium Europe 11.03%
R-co 4Change Net Zero Equity Euro 10.43%
EdR SICAV Tricolore Convictions 10.02%
Tocqueville Euro Equity ISR 9.70%
Ecofi Smart Transition 8.93%
Mandarine Europe Microcap 8.85%
Gay-Lussac Microcaps Europe 8.68%
HMG DĂ©couvertes 7.21%
Lazard Small Caps France 7.13%
Sycomore Europe Happy @ Work 6.85%
Fidelity Europe 6.56%
Mandarine Unique 6.11%
ELEVA Leaders Small & Mid Cap Europe 6.01%
Dorval Drivers Europe 5.58%
ADS Venn Collective Alpha Europe 5.36%
Mirova Europe Environmental Equity 5.20%
Norden SRI 5.11%
Sycomore Europe Eco Solutions 4.47%
Palatine Europe Sustainable Employment 4.47%
LFR Euro DĂ©veloppement Durable ISR 3.36%
VEGA France Opportunités ISR 0.65%
Eiffel Nova Europe ISR 0.53%
Tocqueville Croissance Euro ISR 0.30%
Amplegest Pricing Power Grand Prix de la Finance 0.25%
Echiquier Positive Impact Europe 0.12%
DNCA Invest SRI Norden Europe -0.68%
VEGA Europe Convictions ISR -1.45%
CPR Croissance Dynamique -4.31%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -4.42%
ADS Venn Collective Alpha US -12.10%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 21.75%
IVO Global High Yield 3.72%
Carmignac Portfolio Credit 3.56%
Axiom Obligataire Grand Prix de la Finance 3.53%
Income Euro SĂ©lection 3.51%
Axiom Emerging Markets Corporate Bonds 3.42%
Omnibond 2.80%
Axiom Short Duration Bond 2.61%
Jupiter Dynamic Bond 2.58%
DNCA Invest Credit Conviction 2.58%
SLF (LUX) Bond High Yield Opportunity 2026 2.49%
Tikehau European High Yield 2.46%
IVO EM Corporate Debt Short Duration SRI 2.45%
Schelcher Global Yield 2028 2.41%
La Française Credit Innovation 2.35%
Ostrum SRI Crossover 2.29%
Ofi Invest Alpha Yield 2.29%
R-co Conviction Credit Euro 2.22%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 2.09%
Tikehau 2027 2.06%
Pluvalca Credit Opportunities 2028 2.05%
Tikehau 2029 2.04%
Ofi Invest High Yield 2029 2.02%
IVO EM Corporate Debt UCITS 1.92%
Mandarine Credit Opportunities 1.87%
La Française Rendement Global 2028 1.87%
Tailor Crédit Rendement Cible 1.84%
Alken Fund Income Opportunities 1.77%
Auris Investment Grade 1.74%
Tailor Credit 2028 1.68%
Auris Euro Rendement 1.62%
M All Weather Bonds 1.59%
Groupama Alpha Fixed Income Plus 1.56%
Epsilon Euro Bond 1.46%
Eiffel Rendement 2028 1.41%
FTGF Brandywine Global Income Optimiser Fund 1.26%
Richelieu Euro Credit Unconstrained 0.96%
Sanso Short Duration 0.78%
EdR Fund Bond Allocation 0.77%
Lazard Credit Opportunities 0.43%
LO Funds - Short-Term Money Market CHF -0.08%
Goldman Sachs Yen Liquid Reserves Fund Institutional -2.57%
AXA IM FIIS US Short Duration High Yield -7.38%
Amundi Cash USD -7.86%