CAC 40	Perf Jour	Perf Ytd
7915.36	-0.98%	-2.93%

DIVERSIFIÉS / FLEXIBLES Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
BDL Rempart	6.19%
First Eagle Amundi International Fund	5.06%
Mandarine Solution	3.15%
BNY Mellon Global Real Return Fund (EUR)	3.14%
Clartan Valeurs	3.10%
Elkano Global Fund	2.91%
M&G (Lux) Dynamic Allocation Fund	2.61%
Nova Dynamique	2.38%
Ginjer Actifs 360	2.36%
Carmignac Patrimoine	2.11%
Moneta Long Short	1.62%
Russell Inv. MAGS	1.56%
GF Ambition Solidaire	1.42%
H2O Moderato	1.40%
Varenne Global	1.35%
GIS Global Multi Asset Income	1.26%
H2O Multistrategies	0.95%
Varenne Valeur	0.89%
Dorval Global Allocation	0.76%
Trusteam Optimum	0.73%
Eurose	0.63%
Sienna Diversifié Flexible Monde	0.36%
Echiquier ARTY SRI	0.32%
Dorval Convictions	0.06%
R-co Valor Balanced	-0.07%
ODDO BHF Polaris Balanced	-0.12%
VEGA Euro Rendement ISR	-0.15%
AXA WF Global Optimal Income	-0.17%
Tailor Allocation Defensive	-0.29%
R-co Valor	-0.60%
ELEVA Global Multi Opportunities	-0.74%
DNCA Invest Evolutif	-0.92%
Tikehau International Cross Assets	-0.92%
VEGA Patrimoine ISR	-1.34%
Mansartis Investissements ISR	-1.36%
ACATIS Value Event	-3.60%
Exane Ceres	-3.81%
IDE Dynamic World Flexible	-3.97%

ACTIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
CPR Invest Global Gold Mines	22.10%
CM-AM Global Gold	20.65%
IAM Space	13.66%
FTGF ClearBridge Infrastructure Value Fund	9.73%
SKAGEN Kon-Tiki	9.39%
Templeton Emerging Markets Fund	9.33%
GemEquity	8.15%
Piquemal Houghton Global Equities	7.51%
BNP Paribas Aqua	7.22%
Longchamp Dalton Japan Long Only	7.20%
Aperture European Innovation	7.17%
DNCA Invest Strategic Resources	6.31%
EdR SICAV Global Resilience	6.19%
Sycomore Sustainable Tech	6.09%
HMG Globetrotter	5.85%
Athymis Industrie 4.0	5.72%
Pictet - Clean Energy Transition	5.49%
M&G (Lux) Global Dividend Fund	5.47%
Thematics Water	5.15%
Groupama Global Active Equity	4.93%
Groupama Global Disruption	4.86%
AXA Aedificandi	4.32%
Mandarine Global Transition	4.02%
DNCA Invest Sustain Climate	3.15%
BNP Paribas US Small Cap	2.87%
R-co Thematic Real Estate	2.81%
Palatine Amérique	2.64%
M&G (Lux) European Strategic Value Fund	2.34%
H2O Multiequities	1.55%
JPMorgan Funds - Global Dividend	1.39%
Carmignac Investissement	0.79%
Echiquier Global Tech	0.17%
Fidelity Global Technology	0.12%
FTGF Putnam US Research Fund	-0.02%
JPMorgan Funds - America Equity	-0.39%
Sienna Actions Internationales	-0.39%
EdR Fund Big Data	-0.47%
EdR Fund Healthcare	-0.71%
Candriam Equities L Oncology	-1.23%
Candriam Equities L Robotics & Innovative Technology	-1.67%
Athymis Millennial	-1.72%
Echiquier World Equity Growth	-1.72%
Sienna Actions Bas Carbone	-2.03%
Thematics Meta	-2.08%
Mirova Global Sustainable Equity	-2.15%
GIS Sycomore Ageing Population	-2.30%
Comgest Monde	-2.40%
Square Megatrends Champions	-2.57%
Pictet-Robotics	-2.71%
Thematics AI and Robotics	-2.74%
Franklin Technology Fund	-3.16%
Auris Gravity US Equity Fund	-3.19%
ODDO BHF Artificial Intelligence	-3.23%
BNP Paribas Funds Disruptive Technology	-3.43%
Ofi Invest Grandes Marques	-4.26%
Echiquier Artificial Intelligence	-5.04%
Loomis Sayles U.S. Growth Equity	-5.30%
Pictet - Digital	-8.57%
R-co Thematic Blockchain Global Equity	-9.47%

PERFORMANCE ABSOLUE Perf. YTD

SRI

Pour en savoir plus, cliquez sur un fonds
Pictet TR - Atlas Titan	3.91%
Pictet TR - Sirius	3.40%
Candriam Absolute Return Equity Market Neutral	3.08%
Pictet TR - Atlas	1.98%
RAM European Market Neutral Equities	1.92%
JPMorgan Funds - Europe Equity Absolute Alpha	1.89%
Sapienta Absolu	1.27%
H2O Adagio	1.12%
Syquant Capital - Helium Selection	1.05%
Schelcher Optimal Income	0.79%
Cigogne UCITS Credit Opportunities	0.69%
DNCA Invest Alpha Bonds	0.66%
BDL Durandal	0.64%
ELEVA Global Bonds Opportunities	0.51%
Candriam Bonds Credit Alpha	0.47%
AXA WF Euro Credit Total Return	0.38%
Sienna Performance Absolue Défensif	0.13%
BNP Paribas Global Absolute Return Bond	-0.03%
Alken Fund Absolute Return Europe	-0.05%
ELEVA Absolute Return Dynamic	-0.92%
Jupiter Merian Global Equity Absolute Return	-1.51%
Exane Pleiade	-2.42%
Fidelity Absolute Return Global Equity Fund	-3.27%
MacroSphere Global Fund	-3.36%

Souscription d'un contrat d'assurance-vie au profit d'une personne morale...

Situation de fait :

Vous envisagez de désigner une personne morale en tant que bénéficiaire d’un « contrat d’assurance-vie ».

Vous vous interrogez plus particulièrement sur le traitement fiscal applicable lors du dénouement du contrat.

Pour lire la fiche complète rédigée par le département Ingénierie Patrimoniale de Natixis Wealth Management, cliquez ici.

Publié le mardi 26 décembre 2017

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ACTIONS PEA Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement	4.68%
BDL Convictions	4.28%
Indépendance Europe Mid	3.30%
Chahine Funds - Equity Continental Europe	3.20%
Ginjer Detox European Equity	2.75%
Groupama Opportunities Europe	2.48%
IDE Dynamic Euro	1.85%
Pluvalca Initiatives PME	1.72%
Tailor Actions Entrepreneurs	1.66%
Tikehau European Sovereignty	1.63%
Mandarine Premium Europe	1.50%
CPR Invest - European Strategic Autonomy	1.00%
Mandarine Europe Microcap	0.66%
Sycomore Europe Happy @ Work	0.53%
Indépendance France Small & Mid	0.49%
Sycomore Sélection Responsable	0.43%
Echiquier Agenor SRI Mid Cap Europe	0.27%
Amplegest Pricing Power	0.21%
Fidelity Europe	0.13%
JPMorgan Euroland Dynamic	-0.06%
Axiom European Banks Equity	-0.10%
Gay-Lussac Microcaps Europe	-0.16%
Maxima	-0.42%
DNCA Invest Archer Mid-Cap Europe	-0.51%
HMG Découvertes	-0.59%
VALBOA Engagement	-0.66%
Tocqueville Euro Equity ISR	-1.26%
LFR Inclusion Responsable ISR	-1.50%
Tocqueville Croissance Euro ISR	-1.83%
Europe Income Family	-2.17%
Moneta Multi Caps	-2.25%
ODDO BHF Active Small Cap	-2.35%
INOCAP France Smallcaps	-2.35%
VEGA Europe Convictions ISR	-2.45%
Tailor Actions Avenir ISR	-2.61%
Mandarine Unique	-2.63%
Alken European Opportunities	-2.74%
Lazard Small Caps Euro	-2.90%
Dorval Drivers Europe	-2.92%
Echiquier Major SRI Growth Europe	-2.95%
Tocqueville Value Euro ISR	-3.15%
VEGA France Opportunités ISR	-3.51%
R-co 4Change Net Zero Equity Euro	-3.54%
Uzès WWW Perf	-4.04%
DNCA Invest SRI Norden Europe	-4.46%
EdR SICAV Tricolore Convictions	-5.91%
Groupama Avenir PME Europe	-7.14%

ARTICLE 9 Perf. YTD

Pour en savoir plus, cliquez sur un fonds
Regnan Sustainable Water & Waste	6.22%
M Climate Solutions	5.11%
Dorval European Climate Initiative	1.78%
Storebrand Global Solutions	1.32%
Echiquier Positive Impact Europe	1.08%
BDL Transitions Megatrends	0.15%
Triodos Impact Mixed	-0.05%
La Française Credit Innovation	-0.15%
Triodos Global Equities Impact	-0.33%
EdR SICAV Euro Sustainable Equity	-0.87%
Triodos Future Generations	-0.93%
Palatine Europe Sustainable Employment	-1.44%
DNCA Invest Sustain Semperosa	-2.56%
Ecofi Smart Transition	-2.61%
R-co 4Change Net Zero Equity Euro	-3.54%

OBLIGATIONS Perf. YTD

Pour en savoir plus, cliquez sur un fonds
LO Funds - Short-Term Money Market CHF	3.01%
Templeton Global Total Return Fund	2.87%
M&G (Lux) Emerging Markets Bond Fund	2.34%
Amundi Cash USD	2.12%
H2O Multibonds	1.97%
Jupiter Dynamic Bond	1.36%
IVO EM Corporate Debt Short Duration SRI	1.28%
IVO EM Corporate Debt UCITS	1.15%
Axiom Emerging Markets Corporate Bonds	0.95%
Axiom Obligataire	0.87%
IVO Global High Yield	0.79%
M International Convertible 2028	0.66%
Axiom Short Duration Bond	0.65%
Ofi Invest Alpha Yield	0.65%
Lazard Euro Short Duration Income Opportunities SRI	0.64%
DNCA Invest Credit Conviction	0.62%
Omnibond	0.59%
R-co Conviction Credit Euro	0.54%
CPR Absolute Return Bond	0.52%
EdR SICAV Financial Bonds	0.47%
Mandarine Credit Opportunities	0.46%
Ostrum SRI Crossover	0.43%
Carmignac Portfolio Credit	0.43%
Hugau Obli 3-5	0.42%
Hugau Obli 1-3	0.34%
Ostrum Euro High Income Fund	0.32%
Income Euro Sélection	0.31%
Auris Euro Rendement	0.29%
Lazard Credit Opportunities	0.28%
EdR Fund Bond Allocation	0.28%
Franklin Euro Short Duration Bond Fund	0.27%
LO Fallen Angels	0.24%
Lazard Credit Fi SRI	0.23%
Sycoyield 2030	0.23%
EdR SICAV Short Duration Credit	0.16%
Tailor Crédit Rendement Cible	0.13%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR)	0.11%
SLF (L) Bond 12M	0.10%
Eiffel High Yield Low Carbon	-0.06%
Tikehau European High Yield	-0.13%
La Française Credit Innovation	-0.15%
Tikehau 2031	-0.29%
EdR SICAV Millesima 2030	-0.33%
Eiffel Rendement 2030	-0.37%