CAC 40	Perf Jour	Perf Ytd
7819.1	+0.74%	+5.88%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
GF Ambition Solidaire	20.68%
H2O Moderato	19.85%
BDL Rempart	17.41%
Moneta Long Short	16.80%
Ginjer Actifs 360	16.73%
Claresco Allocation Flexible	11.05%
Clartan Valeurs	10.07%
R-co Valor	10.02%
Carmignac Patrimoine	9.61%
AXA WF Global Optimal Income	8.79%
M&G (Lux) Dynamic Allocation Fund	8.49%
Dorval Convictions	8.32%
Exane Ceres	7.34%
ELEVA Global Multi Opportunities	7.01%
R-co Valor Balanced	6.92%
Ruffer Total Return International	6.77%
VEGA Patrimoine ISR	6.71%
Sienna Diversifié Flexible Monde	6.48%
ELEVA AR - Dynamic	6.41%
Eurose	6.37%
Auris Diversified Beta	6.22%
Russell Inv. MAGS	5.87%
Ofi Invest ESG MultiTrack	5.75%
Mandarine Solution	4.93%
BNY Mellon Global Real Return Fund (EUR)	4.84%
GIS Global Multi Asset Income	4.66%
Dorval Global Allocation	4.60%
Elkano Global Fund	4.47%
First Eagle Amundi International Fund	4.47%
Monocle Fund	4.37%
Tikehau International Cross Assets	3.17%
Sycomore Next Generation	3.11%
Echiquier ARTY SRI	3.10%
DNCA Invest Evolutif	3.02%
Trusteam Optimum	2.77%
Tailor Allocation Defensive	2.23%
VEGA Euro Rendement ISR	1.69%
IDE Dynamic World Flexible	0.77%
ACATIS Value Event	0.41%
VALBOA Exclusif	-0.11%
Nova Dynamique	-0.54%
ODDO BHF Polaris Balanced	-1.32%
Gay-Lussac Europe Flex	-1.77%
Mansartis Investissements ISR	-3.00%

ACTIONS Perf. YTD

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CM-AM Global Gold	69.85%
Jupiter Financial Innovation	25.47%
Piquemal Houghton Global Equities	15.91%
Digital Stars Europe	15.73%
Aperture European Innovation	14.79%
Auris Gravity US Equity Fund	13.42%
Tikehau European Sovereignty	12.83%
R-co Thematic Blockchain Global Equity	12.03%
Candriam Equities L Robotics & Innovative Technology	10.12%
Sienna Actions Bas Carbone	10.02%
Carmignac Investissement	9.71%
AXA Aedificandi	9.41%
R-co Thematic Real Estate	8.32%
Athymis Industrie 4.0	7.41%
Echiquier Artificial Intelligence	7.02%
HMG Globetrotter	5.63%
Sycomore Sustainable Tech	5.05%
VIA Smart Equity World	4.86%
Square Megatrends Champions	4.82%
JPMorgan Funds - US Technology	3.94%
Pictet - Digital	3.93%
Franklin Technology Fund	3.70%
Groupama Global Disruption	3.49%
GIS Sycomore Ageing Population	3.01%
Groupama Global Active Equity	2.80%
EdR Fund Big Data	2.49%
Janus Henderson Horizon Global Sustainable Equity Fund	2.29%
Fidelity Global Technology	2.14%
FTGF ClearBridge Infrastructure Value	1.97%
MS INVF Global Opportunity	1.23%
BNP Paribas Funds Disruptive Technology	1.22%
Sienna Actions Internationales	1.06%
ODDO BHF Artificial Intelligence	1.01%
JPMorgan Funds - Global Dividend	0.69%
DNCA Invest Beyond Semperosa	0.50%
Candriam Equities L Oncology	0.33%
Russell Inv. World Equity Fund	0.15%
CPR Invest Climate Action	-0.06%
Palatine Amérique	-0.08%
Pictet - Clean Energy Transition	-0.09%
Mandarine Global Transition	-0.09%
BNP Paribas Aqua	-0.18%
Eurizon Fund Equity Innovation	-0.58%
Covéa Ruptures	-0.59%
Sanso Smart Climate	-0.66%
Echiquier World Equity Growth	-0.68%
M&G (Lux) Global Listed Infrastructure Fund	-1.55%
Thematics AI and Robotics	-1.55%
Loomis Sayles U.S. Growth Equity	-1.84%
Thematics Water	-2.08%
Echiquier Global Tech	-2.77%
Comgest Monde	-2.81%
M&G (Lux) Global Dividend Fund	-2.93%
Pictet - Water	-3.09%
Mirova Global Sustainable Equity	-3.56%
Covéa Actions Monde	-4.22%
Ofi Invest Grandes Marques	-4.38%
Franklin U.S. Opportunities Fund	-4.42%
JPMorgan Funds - America Equity	-4.65%
Pictet - Security	-4.86%
Claresco USA	-4.91%
BNP Paribas US Small Cap	-5.09%
ODDO BHF Global Equity Stars	-5.28%
Thematics Meta	-5.54%
CPR Global Disruptive Opportunities	-5.85%
AXA WF Robotech	-5.91%
Athymis Millennial	-6.13%
FTGF Royce US Small Cap Opportunity Fund	-6.22%
EdR Fund Healthcare	-6.72%
EdR Fund US Value	-6.92%
MS INVF Global Brands	-8.19%
Franklin India Fund	-13.73%

PERFORMANCE ABSOLUE Perf. YTD

SRI

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Jupiter Merian Global Equity Absolute Return	8.82%
H2O Adagio	7.50%
Pictet TR - Atlas Titan	7.40%
RAM European Market Neutral Equities	7.21%
BNP Paribas Global Absolute Return Bond	6.34%
Sienna Performance Absolue Défensif	6.09%
Syquant Capital - Helium Selection	4.99%
M&G (Lux) Episode Macro Fund	4.73%
Pictet TR - Atlas	4.13%
DNCA Invest Alpha Bonds	3.96%
Cigogne UCITS Credit Opportunities	3.68%
AXA WF Euro Credit Total Return	3.45%
Exane Pleiade	3.17%
Fidelity Absolute Return Global Equity Fund	3.05%
Candriam Bonds Credit Alpha	1.97%
Candriam Absolute Return Equity Market Neutral	1.55%

Société à l'IR et contrat de capitalisation : Traitement des prélèvements sociaux...

Situation de fait :

Vos clients détiennent une SARL de famille soumise à l’impôt sur le revenu (IR). Cette dernière a souscrit un contrat de capitalisation qui enregistre des plus-values.

Dans ce contexte, vous vous demandez si ces plus-values seront soumises aux prélèvements sociaux (PS).

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

Publié le vendredi 23 juin 2017

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Alken Fund Small Cap Europe	46.15%
Axiom European Banks Equity	43.77%
Indépendance Europe Small	36.58%
Tailor Actions Avenir ISR	26.86%
IDE Dynamic Euro	22.42%
Tocqueville Value Euro ISR	22.30%
BDL Convictions	21.08%
JPMorgan Euroland Dynamic	21.06%
Groupama Opportunities Europe	20.62%
Uzès WWW Perf	19.89%
Indépendance France Small & Mid	18.86%
VALBOA Engagement ISR	17.40%
Moneta Multi Caps	17.09%
Quadrige France Smallcaps	15.96%
DNCA Invest Archer Mid-Cap Europe	15.55%
Lazard Small Caps Euro	14.17%
Mandarine Premium Europe	13.71%
Richelieu Family	13.58%
R-co 4Change Net Zero Equity Euro	13.15%
Covéa Perspectives Entreprises	12.56%
Tocqueville Euro Equity ISR	11.62%
Europe Income Family	11.48%
Ecofi Smart Transition	11.42%
Sycomore Sélection Responsable	11.19%
Mandarine Europe Microcap	10.93%
EdR SICAV Tricolore Convictions	9.22%
Groupama Avenir PME Europe	9.13%
Gay-Lussac Microcaps Europe	9.13%
Sycomore Europe Happy @ Work	8.22%
Fidelity Europe	7.00%
Mirova Europe Environmental Equity	5.78%
ELEVA Leaders Small & Mid Cap Europe	5.64%
Mandarine Unique	5.50%
ADS Venn Collective Alpha Europe	4.39%
HMG Découvertes	4.38%
Dorval Drivers Europe	4.37%
Norden SRI	3.93%
Echiquier Agenor SRI Mid Cap Europe	2.57%
VEGA France Opportunités ISR	1.13%
CPR Croissance Dynamique	1.02%
LFR Euro Développement Durable ISR	1.01%
Tocqueville Croissance Euro ISR	0.37%
Amplegest Pricing Power	0.31%
VEGA Europe Convictions ISR	-1.15%
DNCA Invest SRI Norden Europe	-4.65%
Eiffel Nova Europe ISR	-5.03%
Echiquier Major SRI Growth Europe	-7.62%
ADS Venn Collective Alpha US	-7.69%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
R-co 4Change Net Zero Equity Euro	13.15%
Dorval European Climate Initiative	11.12%
EdR SICAV Euro Sustainable Equity	8.66%
BDL Transitions Megatrends	8.36%
Palatine Europe Sustainable Employment	6.41%
La Française Credit Innovation	3.86%
Triodos Future Generations	0.96%
DNCA Invest Beyond Semperosa	0.50%
Triodos Impact Mixed	-0.57%
Echiquier Positive Impact Europe	-2.45%
Triodos Global Equities Impact	-3.00%
Aesculape SRI	-4.64%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
H2O Multibonds	25.43%
IVO Global High Yield	6.32%
Axiom Emerging Markets Corporate Bonds	6.30%
IVO EM Corporate Debt UCITS	5.36%
Carmignac Portfolio Credit	5.29%
Axiom Obligataire	5.13%
LO Fallen Angels	4.96%
FTGF Brandywine Global Income Optimiser Fund	4.87%
Income Euro Sélection	4.73%
IVO EM Corporate Debt Short Duration SRI	4.59%
Lazard Credit Fi SRI	4.42%
Schelcher Global Yield 2028	4.24%
Jupiter Dynamic Bond	4.10%
Omnibond	4.02%
La Française Credit Innovation	3.86%
Tikehau European High Yield	3.82%
DNCA Invest Credit Conviction	3.64%
Axiom Short Duration Bond	3.54%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	3.44%
Alken Fund Income Opportunities	3.37%
R-co Conviction Credit Euro	3.33%
SLF (LUX) Bond High Yield Opportunity 2026	3.33%
Ostrum SRI Crossover	3.30%
Ofi Invest High Yield 2029	3.29%
Ofi Invest Alpha Yield	3.20%
Tikehau 2029	3.11%
Lazard Credit Opportunities SRI	3.09%
La Française Rendement Global 2028	2.97%
Pluvalca Credit Opportunities 2028	2.92%
Auris Investment Grade	2.87%
Tailor Crédit Rendement Cible	2.83%
Tailor Credit 2028	2.79%
Tikehau 2027	2.78%
Auris Euro Rendement	2.57%
Eiffel Rendement 2028	2.44%
Mandarine Credit Opportunities	2.40%
M All Weather Bonds	2.30%
EdR Fund Bond Allocation	2.16%
Richelieu Euro Credit Unconstrained	2.13%
Sanso Short Duration	1.21%
Epsilon Euro Bond	0.65%
LO Funds - Short-Term Money Market CHF	0.32%
Goldman Sachs Yen Liquid Reserves Fund Institutional	-5.78%
AXA IM FIIS US Short Duration High Yield	-7.51%
Amundi Cash USD	-8.96%