CAC 40 Perf Jour Perf Ytd
7993.49 -0.65% -1.91%
DIVERSIFIÉS / FLEXIBLES Perf. YTD
SRI
Pour en savoir plus, cliquez sur un fonds
BDL Rempart Grand Prix de la Finance 6.19%
First Eagle Amundi International Fund 5.43%
Clartan Valeurs Grand Prix de la Finance 4.30%
Ginjer Actifs 360 Grand Prix de la Finance 3.48%
Mandarine Solution 3.15%
BNY Mellon Global Real Return Fund (EUR) 3.14%
Elkano Global Fund 2.91%
M&G (Lux) Dynamic Allocation Fund 2.61%
Nova Dynamique 2.38%
Russell Inv. MAGS 2.19%
Carmignac Patrimoine Grand Prix de la Finance 2.12%
Moneta Long Short 1.62%
GF Ambition Solidaire 1.42%
H2O Moderato Grand Prix de la Finance 1.40%
Varenne Global 1.35%
GIS Global Multi Asset Income 1.26%
Eurose Grand Prix de la Finance 1.04%
H2O Multistrategies 0.95%
Varenne Valeur 0.89%
Dorval Global Allocation 0.76%
Echiquier ARTY SRI Grand Prix de la Finance 0.75%
Trusteam Optimum 0.73%
Sienna Diversifié Flexible Monde 0.36%
VEGA Euro Rendement ISR Grand Prix de la Finance 0.29%
Dorval Convictions 0.06%
R-co Valor Balanced Grand Prix de la Finance -0.07%
ODDO BHF Polaris Balanced -0.12%
AXA WF Global Optimal Income -0.17%
Tailor Allocation Defensive Grand Prix de la Finance -0.29%
R-co Valor Grand Prix de la Finance -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 22.53%
CM-AM Global Gold 20.65%
IAM Space 13.66%
FTGF ClearBridge Infrastructure Value Fund 9.73%
Templeton Emerging Markets Fund 9.33%
SKAGEN Kon-Tiki 8.95%
GemEquity 8.15%
Piquemal Houghton Global Equities Grand Prix de la Finance 7.33%
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 6.24%
Sycomore Sustainable Tech 6.09%
Athymis Industrie 4.0 5.72%
HMG Globetrotter 5.55%
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 4.77%
DNCA Invest Sustain Climate 4.31%
Mandarine Global Transition 4.02%
R-co Thematic Real Estate Grand Prix de la Finance 3.23%
BNP Paribas US Small Cap 2.87%
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 1.25%
EdR Fund Healthcare 0.49%
Sienna Actions Internationales 0.47%
Echiquier Global Tech 0.17%
Fidelity Global Technology 0.12%
FTGF Putnam US Research Fund -0.02%
Candriam Equities L Robotics & Innovative Technology -0.12%
JPMorgan Funds - America Equity -0.39%
Echiquier World Equity Growth -0.57%
Candriam Equities L Oncology -0.63%
Mirova Global Sustainable Equity -0.86%
Sienna Actions Bas Carbone -0.92%
EdR Fund Big Data Grand Prix de la Finance -1.28%
Comgest Monde Grand Prix de la Finance -1.70%
Athymis Millennial -1.72%
Thematics Meta -2.08%
GIS Sycomore Ageing Population -2.30%
Square Megatrends Champions -2.57%
Pictet-Robotics -2.71%
Thematics AI and Robotics -2.74%
Ofi Invest Grandes Marques -3.11%
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%
Echiquier Artificial Intelligence Grand Prix de la Finance -5.04%
Loomis Sayles U.S. Growth Equity -5.30%
R-co Thematic Blockchain Global Equity Grand Prix de la Finance -6.29%
Pictet - Digital -8.57%
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%
JPMorgan Funds - Europe Equity Absolute Alpha 1.89%
RAM European Market Neutral Equities 1.75%
Sapienta Absolu 1.27%
H2O Adagio 1.12%
Syquant Capital - Helium Selection Grand Prix de la Finance 1.05%
Schelcher Optimal Income 0.79%
Cigogne UCITS Credit Opportunities 0.69%
DNCA Invest Alpha Bonds Grand Prix de la Finance 0.66%
BDL Durandal Grand Prix de la Finance 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 0.10%
Alken Fund Absolute Return Europe 0.03%
ELEVA Absolute Return Dynamic -0.92%
Jupiter Merian Global Equity Absolute Return -1.51%
Exane Pleiade Grand Prix de la Finance -2.42%
Fidelity Absolute Return Global Equity Fund -3.27%
MacroSphere Global Fund -3.36%

Patrimoine et Fiscalité

Patrimoine et Fiscalité

Les conseils du président de Fidroit pour relever les défis du métier de CGP

Invité dans le cadre de la conférence gestion de patrimoine du Cercle Lab, Olivier Rozenfeld a évoqué la place incontestable du conseil comme valeur ajoutée dans le nouveau modèle qui se profile. Retour, en interview, sur l’intervention du président de Fidroit sur les grands enjeux à  venir.

Publié le 08 mars 2019

Les conseils du président de Fidroit pour relever les défis du métier de CGP

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ACTIONS PEA Perf. YTD
Pour en savoir plus, cliquez sur un fonds
Arc Actions Rendement 4.68%
Ginjer Detox European Equity 4.31%
BDL Convictions Grand Prix de la Finance 4.28%
Chahine Funds - Equity Continental Europe 4.19%
Indépendance Europe Mid 3.30%
Mandarine Premium Europe 2.86%
Groupama Opportunities Europe 2.48%
Echiquier Agenor SRI Mid Cap Europe 1.96%
IDE Dynamic Euro 1.85%
Pluvalca Initiatives PME 1.72%
Tailor Actions Entrepreneurs 1.66%
Tikehau European Sovereignty 1.63%
CPR Invest - European Strategic Autonomy 1.00%
Mandarine Europe Microcap 0.66%
Maxima 0.53%
Sycomore Europe Happy @ Work 0.53%
Indépendance France Small & Mid Grand Prix de la Finance 0.49%
Sycomore Sélection Responsable 0.43%
Amplegest Pricing Power Grand Prix de la Finance 0.21%
Fidelity Europe 0.13%
Tocqueville Euro Equity ISR 0.08%
JPMorgan Euroland Dynamic -0.06%
DNCA Invest Archer Mid-Cap Europe Grand Prix de la Finance -0.06%
Axiom European Banks Equity -0.10%
Gay-Lussac Microcaps Europe -0.16%
Tocqueville Croissance Euro ISR -0.59%
VALBOA Engagement -0.66%
HMG Découvertes -1.04%
LFR Inclusion Responsable ISR -1.50%
VEGA Europe Convictions ISR -1.52%
Moneta Multi Caps Grand Prix de la Finance -1.59%
Mandarine Unique -1.60%
Echiquier Major SRI Growth Europe Grand Prix de la Finance -1.70%
Alken European Opportunities -1.90%
Tocqueville Value Euro ISR -2.12%
Europe Income Family -2.17%
R-co 4Change Net Zero Equity Euro -2.25%
ODDO BHF Active Small Cap -2.35%
INOCAP France Smallcaps -2.35%
Tailor Actions Avenir ISR -2.61%
VEGA France Opportunités ISR -2.74%
Dorval Drivers Europe -2.92%
Lazard Small Caps Euro -3.02%
DNCA Invest SRI Norden Europe -3.37%
Uzès WWW Perf -4.04%
EdR SICAV Tricolore Convictions Grand Prix de la Finance -5.91%
Groupama Avenir PME Europe Grand Prix de la Finance -7.14%
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 Grand Prix de la Finance 1.97%
Jupiter Dynamic Bond 1.36%
IVO EM Corporate Debt Short Duration SRI 1.28%
IVO EM Corporate Debt UCITS Grand Prix de la Finance 1.15%
Axiom Emerging Markets Corporate Bonds 0.95%
Axiom Obligataire Grand Prix de la Finance 0.87%
Lazard Credit Opportunities 0.81%
IVO Global High Yield 0.79%
DNCA Invest Credit Conviction 0.77%
R-co Conviction Credit Euro Grand Prix de la Finance 0.77%
M International Convertible 2028 0.66%
Carmignac Portfolio Credit 0.65%
Axiom Short Duration Bond 0.65%
Ofi Invest Alpha Yield 0.65%
Lazard Euro Short Duration Income Opportunities SRI 0.64%
Ostrum Euro High Income Fund 0.61%
Omnibond 0.59%
EdR Fund Bond Allocation 0.58%
CPR Absolute Return Bond 0.52%
Lazard Credit Fi SRI 0.50%
EdR SICAV Financial Bonds 0.47%
Mandarine Credit Opportunities 0.46%
Ostrum SRI Crossover 0.43%
Hugau Obli 3-5 0.42%
BNY Mellon Global Short-Dated High Yield Bond Fund (EUR) 0.35%
Hugau Obli 1-3 0.34%
Income Euro Sélection 0.31%
Auris Euro Rendement 0.29%
SLF (L) Bond 12M 0.29%
Franklin Euro Short Duration Bond Fund 0.27%
LO Fallen Angels 0.24%
Sycoyield 2030 0.23%
Tikehau European High Yield 0.19%
EdR SICAV Short Duration Credit 0.16%
Tailor Crédit Rendement Cible 0.13%
La Française Credit Innovation 0.12%
Tikehau 2031 0.06%
EdR SICAV Millesima 2030 0.02%
Eiffel High Yield Low Carbon -0.06%
Eiffel Rendement 2030 -0.37%