« Le client doit rester au cœur des préoccupations des projets entrepreneuriaux des cabinets de gestion de patrimoine » déclare Dominique DIMIER, Associé fondateur de Verum Gestion Privée.
« Le client doit rester au cœur des préoccupations des projets entrepreneuriaux des cabinets de gestion de patrimoine » déclare Dominique DIMIER, Associé fondateur de Verum Gestion Privée.
Fonds | YTD |
---|---|
Tikehau Short Duration – R – Acc – EUR | 3,99% |
BNP PARIBAS Diversipierre | -10,52% |
Fonds | YTD |
---|---|
Stratégie Rendement | 6,02% |
Sycomore Allocation Patrimoine R | 5,20% |
Federal Ethi-Patrimoine | 5,05% |
NN Green Bond | 4,81% |
OMNIBOND | 4,69% |
Threadneedle (Lux) European Social Bond – ZE - € | 4,61% |
Clartan Patrimoine C | 4,60% |
Pluvalca Rentoblig | 4,48% |
Dôm Reflex | 4,43% |
Trusteam Optimum A | 4,25% |
CANDRIAM Patrimoine Obli Inter | 4,11% |
HELIUM INVEST | 3,94% |
Axiom Optimal Fix | 3,53% |
G FUND - ALPHA FIXED INCOME | 3,28% |
SRI Pictet – Atlas – P EUR : 2 | 3,06% |
HELIUM FUND | 3,00% |
Sanso Short Duration C | 2,44% |
Haas Epargne Patrimoine C | 2,35% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 1,47% |
Dorval Global Conservative | 0,85% |
CANDRIAM Risk Arbitrage | 0,78% |
Durandal | 0,32% |
Exane Pleiade Fund | 0,09% |
AIS Protect | -1,23% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,29% |
Fonds | YTD |
---|---|
Echiquier Artificial Intelligence B EUR | 41,72% |
MS INVF US Growth | 28,39% |
AXIOM EUROPEAN BANKS EQUITY | 25,68% |
Invesco Global Consumer Trends | 15,84% |
CANDRIAM Absolute Return Equity Market Neutral | 6,64% |
Carmignac Portfolio Emerging Patrimoine | 5,99% |
DNB Fund Renewable Energy | -16,53% |
BNP PARIBAS ENERGY TRANSITION | -34,46% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,86% |
BNP PARIBAS Diversipierre | -2,14% |
Fonds | 1 mois |
---|---|
Stratégie Rendement | 2,22% |
Sycomore Allocation Patrimoine R | 2,34% |
Federal Ethi-Patrimoine | 2,35% |
NN Green Bond | 4,05% |
OMNIBOND | 2,36% |
Threadneedle (Lux) European Social Bond – ZE - € | 2,88% |
Clartan Patrimoine C | 1,21% |
Pluvalca Rentoblig | 1,59% |
Dôm Reflex | 2,01% |
Trusteam Optimum A | 1,88% |
CANDRIAM Patrimoine Obli Inter | 1,38% |
HELIUM INVEST | 1,52% |
Axiom Optimal Fix | 0,95% |
G FUND - ALPHA FIXED INCOME | 0,28% |
SRI Pictet – Atlas – P EUR : 2 | 1,09% |
HELIUM FUND | 1,03% |
Sanso Short Duration C | 0,35% |
Haas Epargne Patrimoine C | 2,52% |
Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 4,37% |
Dorval Global Conservative | 1,92% |
CANDRIAM Risk Arbitrage | 0,56% |
Durandal | 2,10% |
Exane Pleiade Fund | 0,97% |
AIS Protect | 0,74% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,14% |
Fonds | 1 mois |
---|---|
Echiquier Artificial Intelligence B EUR | 14,34% |
MS INVF US Growth | 15,96% |
AXIOM EUROPEAN BANKS EQUITY | 9,78% |
Invesco Global Consumer Trends | 8,90% |
CANDRIAM Absolute Return Equity Market Neutral | 1,30% |
Carmignac Portfolio Emerging Patrimoine | 2,11% |
DNB Fund Renewable Energy | -2,52% |
BNP PARIBAS ENERGY TRANSITION | 4,30% |