CAC 40 Perf Jour Perf Ytd
7982.65 +0.02% +8.16%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
H2O Moderato 21.40%
Ginjer Actifs 360 Grand Prix de la Finance 19.83%
GF Ambition Solidaire 19.54%
Moneta Long Short 19.53%
Clartan Valeurs 15.70%
BDL Rempart Grand Prix de la Finance 13.75%
R-co Valor Grand Prix de la Finance 12.35%
Claresco Allocation Flexible 12.10%
M&G (Lux) Dynamic Allocation Fund 10.94%
Carmignac Patrimoine 10.74%
AXA WF Global Optimal Income 9.51%
ELEVA Global Multi Opportunities 8.76%
R-co Valor Balanced Grand Prix de la Finance 8.44%
ELEVA AR - Dynamic 8.35%
Dorval Convictions 8.31%
VEGA Patrimoine ISR 7.95%
Sienna Diversifié Flexible Monde 7.80%
Ruffer Total Return International 7.71%
First Eagle Amundi International Fund 7.31%
Mandarine Solution 7.03%
GIS Global Multi Asset Income 6.91%
Eurose Grand Prix de la Finance 6.86%
Russell Inv. MAGS 6.82%
Auris Diversified Beta 6.50%
Ofi Invest ESG MultiTrack 6.46%
Elkano Global Fund 6.41%
Exane Ceres 5.85%
BNY Mellon Global Real Return Fund (EUR) 5.72%
Dorval Global Allocation 5.35%
Nova Dynamique 4.19%
Sycomore Next Generation 3.66%
Echiquier ARTY SRI Grand Prix de la Finance 3.41%
VALBOA Exclusif 3.24%
Tikehau International Cross Assets 3.19%
Trusteam Optimum 2.99%
Tailor Allocation Defensive Grand Prix de la Finance 2.49%
DNCA Invest Evolutif 2.41%
VEGA Euro Rendement ISR 2.12%
IDE Dynamic World Flexible 1.67%
Monocle Fund 0.91%
ACATIS Value Event -0.29%
ODDO BHF Polaris Balanced -1.93%
Mansartis Investissements ISR -4.00%
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 20.29%
Piquemal Houghton Global Equities 19.23%
GemEquity 19.13%
Aperture European Innovation 17.97%
Candriam Equities L Oncology 17.53%
Digital Stars Europe 16.27%
Carmignac Investissement Grand Prix de la Finance 13.23%
Sienna Actions Bas Carbone 12.58%
HMG Globetrotter 12.45%
Candriam Equities L Robotics & Innovative Technology 12.22%
Auris Gravity US Equity Fund 11.72%
Echiquier Artificial Intelligence Grand Prix de la Finance 11.30%
R-co Thematic Blockchain Global Equity 9.07%
Pictet - Clean Energy Transition Grand Prix de la Finance 8.96%
Groupama Global Disruption 8.01%
Athymis Industrie 4.0 7.91%
AXA Aedificandi 7.46%
FTGF ClearBridge Infrastructure Value 7.09%
Sycomore Sustainable Tech 6.98%
Groupama Global Active Equity 6.88%
Square Megatrends Champions 6.57%
EdRS Global Resilience 5.69%
R-co Thematic Real Estate 5.61%
Fidelity Global Technology 5.47%
JPMorgan Funds - US Technology 4.83%
Eurizon Fund Equity Innovation 4.56%
Pictet - Digital 4.43%
GIS Sycomore Ageing Population 4.34%
Sienna Actions Internationales 3.81%
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%
ODDO BHF Artificial Intelligence 1.96%
Palatine Amérique 1.61%
Franklin Technology Fund 1.58%
Russell Inv. World Equity Fund 1.51%
Echiquier World Equity Growth Grand Prix de la Finance 1.51%
Thematics AI and Robotics 1.34%
Mandarine Global Transition 0.91%
DNCA Invest Beyond Semperosa 0.90%
CPR Invest Climate Action 0.27%
Covéa Ruptures 0.17%
Sanso Smart Climate Grand Prix de la Finance 0.01%
Claresco USA -0.83%
Mirova Global Sustainable Equity -0.84%
M&G (Lux) Global Listed Infrastructure Fund Grand Prix de la Finance -1.08%
EdR Fund Healthcare -1.70%
Covéa Actions Monde -1.74%
JPMorgan Funds - America Equity -1.81%
Comgest Monde Grand Prix de la Finance -2.21%
Echiquier Global Tech -2.26%
Thematics Water -2.61%
MS INVF Global Opportunity -2.83%
BNP Paribas Aqua Grand Prix de la Finance -3.17%
Ofi Invest Grandes Marques -3.17%
M&G (Lux) Global Dividend Fund -3.33%
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%
Pictet - Security -6.56%
ODDO BHF Global Equity Stars -7.06%
Thematics Meta -7.33%
AXA WF Robotech -7.48%
Athymis Millennial -8.17%
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
Pictet TR - Atlas Titan 10.29%
Jupiter Merian Global Equity Absolute Return 10.15%
H2O Adagio 8.31%
RAM European Market Neutral Equities 7.86%
Fidelity Absolute Return Global Equity Fund 7.20%
M&G (Lux) Episode Macro Fund 6.54%
Sienna Performance Absolue Défensif 6.37%
Syquant Capital - Helium Selection 6.36%
Pictet TR - Atlas 5.58%
DNCA Invest Alpha Bonds Grand Prix de la Finance 4.79%
Exane Pleiade 4.73%
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 2.27%
Candriam Absolute Return Equity Market Neutral Grand Prix de la Finance 1.07%
Articles Patrimoine et Fiscalité

Produits imposables dans l’hypothèse de rachats partiels successifs sur un contrat d’assurance-vie...

 

 

Situation de fait :



Votre cliente souhaiterait procéder à un rachat partiel de son contrat d’assurance vie en septembre 2016.

 

Auparavant, elle avait déjà effectué un rachat partiel, et aura entre-temps procédé à un versement complémentaire de prime.

 

Vous souhaitez connaître les modalités de taxation de ce rachat partiel.

 

Pour lire la fiche complète rédigée par le Département Ingénierie Patrimoniale de la Banque Privée 1818, cliquer ici

Publié le mercredi 30 décembre 2015

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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 47.86%
Indépendance Europe Small Grand Prix de la Finance 37.24%
Tailor Actions Avenir ISR 28.22%
JPMorgan Euroland Dynamic 25.68%
Tocqueville Value Euro ISR 25.24%
Groupama Opportunities Europe 21.01%
Moneta Multi Caps Grand Prix de la Finance 20.55%
Uzès WWW Perf 19.46%
IDE Dynamic Euro 18.89%
BDL Convictions Grand Prix de la Finance 17.69%
Indépendance France Small & Mid Grand Prix de la Finance 15.78%
Quadrige France Smallcaps 14.81%
Tocqueville Euro Equity ISR 14.49%
Ecofi Smart Transition 14.21%
VALBOA Engagement ISR 13.23%
R-co 4Change Net Zero Equity Euro 13.15%
Tikehau European Sovereignty 12.06%
DNCA Invest Archer Mid-Cap Europe 11.68%
Sycomore Sélection Responsable 11.20%
Mandarine Premium Europe 11.19%
Covéa Perspectives Entreprises 10.41%
EdR SICAV Tricolore Convictions 10.32%
Lazard Small Caps Euro 9.59%
Sycomore Europe Happy @ Work 9.52%
Europe Income Family 8.03%
Mandarine Europe Microcap 7.40%
Fidelity Europe 7.03%
Groupama Avenir PME Europe 6.71%
Gay-Lussac Microcaps Europe 6.16%
HMG Découvertes 5.95%
ADS Venn Collective Alpha Europe 5.84%
Mirova Europe Environmental Equity 5.80%
Norden SRI 3.31%
ELEVA Leaders Small & Mid Cap Europe 3.21%
Tocqueville Croissance Euro ISR 3.12%
VEGA France Opportunités ISR 2.73%
Mandarine Unique 2.51%
CPR Croissance Dynamique 2.13%
Dorval Drivers Europe 1.98%
VEGA Europe Convictions ISR 1.02%
LFR Euro Développement Durable ISR 0.80%
Echiquier Agenor SRI Mid Cap Europe Grand Prix de la Finance -0.21%
Amplegest Pricing Power Grand Prix de la Finance -0.51%
Eiffel Nova Europe ISR -6.85%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -7.11%
DNCA Invest SRI Norden Europe -9.04%
ADS Venn Collective Alpha US -10.33%
OBLIGATIONS Perf. YTD
Pour en savoir plus, cliquez sur un fonds
H2O Multibonds Grand Prix de la Finance 29.02%
Axiom Emerging Markets Corporate Bonds 7.00%
IVO Global High Yield 6.39%
Carmignac Portfolio Credit 6.11%
IVO EM Corporate Debt UCITS 6.09%
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%
Jupiter Dynamic Bond 4.81%
EdR SICAV Financial Bonds 4.81%
Schelcher Global Yield 2028 4.51%
Axiom Short Duration Bond 4.38%
DNCA Invest Credit Conviction 4.16%
La Française Credit Innovation 4.11%
Tikehau European High Yield 3.91%
EdR SICAV Short Duration Credit 3.89%
Ostrum SRI Crossover 3.79%
Ofi Invest High Yield 2029 3.72%
R-co Conviction Credit Euro 3.71%
Hugau Obli 1-3 3.52%
Tikehau 2029 3.38%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 3.37%
Hugau Obli 3-5 3.37%
Ofi Invest Alpha Yield 3.32%
Tikehau 2027 3.27%
Auris Investment Grade 3.27%
Alken Fund Income Opportunities 3.24%
Pluvalca Credit Opportunities 2028 3.23%
La Française Rendement Global 2028 3.19%
EdR SICAV Millesima 2030 2.97%
Tailor Crédit Rendement Cible 2.81%
SLF (F) Opportunité High Yield 2028 2.66%
EdR Fund Bond Allocation 2.62%
Auris Euro Rendement 2.59%
Tailor Credit 2028 2.55%
M All Weather Bonds 2.52%
Eiffel Rendement 2028 2.44%
Mandarine Credit Opportunities 2.12%
Sanso Short Duration 1.44%
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 -6.41%
Goldman Sachs Yen Liquid Reserves Fund Institutional -9.50%