« 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 | 0,95% |
BNP PARIBAS Diversipierre | -3,67% |
Fonds | YTD |
---|---|
OMNIBOND | 5,35% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 4,41% |
Axiom Short Duration Bond Fund | 2,40% |
Exane Pleiade Fund | 2,28% |
Durandal | 2,24% |
CANDRIAM Risk Arbitrage | 2,07% |
G FUND - ALPHA FIXED INCOME | 1,91% |
Sycomore Allocation Patrimoine R | 1,84% |
Haas Epargne Patrimoine C | 1,59% |
Trusteam Optimum A | 1,15% |
Sanso Short Duration C | 1,14% |
DNCA Invest Eurose A EUR | 1,01% |
CANDRIAM Patrimoine Obli Inter | 0,86% |
Clartan Patrimoine C | 0,72% |
AIS Protect | 0,69% |
Federal Ethi-Patrimoine | 0,59% |
Dorval Global Conservative | 0,56% |
Pluvalca Rentoblig | 0,43% |
Stratégie Rendement | 0,41% |
HELIUM FUND | 0,10% |
Dôm Reflex | 0,04% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,53% |
HELIUM INVEST | -0,78% |
NN Green Bond | -1,19% |
Fonds | YTD |
---|---|
Axiom European Banks Equity | 22,11% |
Echiquier Artificial Intelligence B EUR | 4,35% |
Janus Henderson Horizon Biotechnology Fund | 2,85% |
CANDRIAM Absolute Return Equity Market Neutral | 1,71% |
Invesco Global Consumer Trends | 1,62% |
MS INVF US Growth | -3,16% |
DNB Fund Renewable Energy | -11,50% |
BNP PARIBAS ENERGY TRANSITION | -26,70% |
Fonds | 1 mois |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,21% |
BNP PARIBAS Diversipierre | -3,81% |
Fonds | 1 mois |
---|---|
OMNIBOND | 0,23% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,00% |
Axiom Short Duration Bond Fund | 0,37% |
Exane Pleiade Fund | -0,20% |
Durandal | 0,46% |
CANDRIAM Risk Arbitrage | 0,82% |
G FUND - ALPHA FIXED INCOME | 0,51% |
Sycomore Allocation Patrimoine R | -0,25% |
Haas Epargne Patrimoine C | -0,22% |
Trusteam Optimum A | 0,17% |
Sanso Short Duration C | 0,09% |
DNCA Invest Eurose A EUR | 0,55% |
CANDRIAM Patrimoine Obli Inter | 0,20% |
Clartan Patrimoine C | -0,03% |
AIS Protect | -1,18% |
Federal Ethi-Patrimoine | -0,28% |
Dorval Global Conservative | -0,57% |
Pluvalca Rentoblig | -0,06% |
Stratégie Rendement | 0,07% |
HELIUM FUND | 0,18% |
Dôm Reflex | 0,07% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,58% |
HELIUM INVEST | 0,51% |
NN Green Bond | -0,85% |
Fonds | 1 mois |
---|---|
Axiom European Banks Equity | 5,82% |
Echiquier Artificial Intelligence B EUR | -5,68% |
Janus Henderson Horizon Biotechnology Fund | -5,52% |
CANDRIAM Absolute Return Equity Market Neutral | 2,26% |
Invesco Global Consumer Trends | -6,77% |
MS INVF US Growth | -7,91% |
DNB Fund Renewable Energy | -1,52% |
BNP PARIBAS ENERGY TRANSITION | -3,21% |
Fonds | 1 an |
---|---|
Tikehau Short Duration – R – Acc – EUR | 4,96% |
BNP PARIBAS Diversipierre | -16,38% |
Fonds | 1 an |
---|---|
OMNIBOND | 13,14% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 6,14% |
Axiom Short Duration Bond Fund | 7,96% |
Exane Pleiade Fund | 3,46% |
Durandal | 4,04% |
CANDRIAM Risk Arbitrage | 4,37% |
G FUND - ALPHA FIXED INCOME | 4,74% |
Sycomore Allocation Patrimoine R | 6,16% |
Haas Epargne Patrimoine C | 3,86% |
Trusteam Optimum A | 5,36% |
Sanso Short Duration C | 3,53% |
DNCA Invest Eurose A EUR | 5,50% |
CANDRIAM Patrimoine Obli Inter | 4,43% |
Clartan Patrimoine C | 3,97% |
AIS Protect | -0,91% |
Federal Ethi-Patrimoine | 4,89% |
Dorval Global Conservative | 3,12% |
Pluvalca Rentoblig | 5,27% |
Stratégie Rendement | 6,89% |
HELIUM FUND | 2,74% |
Dôm Reflex | 4,85% |
CT (LUX) EUROPEAN SOCIAL BOND | 5,47% |
HELIUM INVEST | 2,51% |
NN Green Bond | 5,55% |
Fonds | 1 an |
---|---|
Axiom European Banks Equity | 33,90% |
Echiquier Artificial Intelligence B EUR | 37,39% |
Janus Henderson Horizon Biotechnology Fund | 18,65% |
CANDRIAM Absolute Return Equity Market Neutral | 8,68% |
Invesco Global Consumer Trends | 12,33% |
MS INVF US Growth | 25,54% |
DNB Fund Renewable Energy | -13,54% |
BNP PARIBAS ENERGY TRANSITION | -43,38% |
Fonds | 2 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 1,99% |
BNP PARIBAS Diversipierre | -10,41% |
Fonds | 2 ans |
---|---|
OMNIBOND | 4,26% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -4,10% |
Axiom Short Duration Bond Fund | 2,12% |
Exane Pleiade Fund | 2,87% |
Durandal | 0,32% |
CANDRIAM Risk Arbitrage | 0,83% |
G FUND - ALPHA FIXED INCOME | 2,70% |
Sycomore Allocation Patrimoine R | 2,11% |
Haas Epargne Patrimoine C | 1,86% |
Trusteam Optimum A | 1,03% |
Sanso Short Duration C | 1,51% |
DNCA Invest Eurose A EUR | 3,66% |
CANDRIAM Patrimoine Obli Inter | 2,12% |
Clartan Patrimoine C | 1,78% |
AIS Protect | -4,13% |
Federal Ethi-Patrimoine | 1,64% |
Dorval Global Conservative | 0,23% |
Pluvalca Rentoblig | 1,99% |
Stratégie Rendement | 2,82% |
HELIUM FUND | 2,46% |
Dôm Reflex | 3,23% |
CT (LUX) EUROPEAN SOCIAL BOND | -0,89% |
HELIUM INVEST | 0,43% |
NN Green Bond | -3,02% |
Fonds | 2 ans |
---|---|
Axiom European Banks Equity | 38,77% |
Echiquier Artificial Intelligence B EUR | -2,69% |
Janus Henderson Horizon Biotechnology Fund | 25,12% |
CANDRIAM Absolute Return Equity Market Neutral | 0,70% |
Invesco Global Consumer Trends | -4,45% |
MS INVF US Growth | -5,39% |
DNB Fund Renewable Energy | -10,12% |
BNP PARIBAS ENERGY TRANSITION | -34,65% |
Fonds | 3 ans |
---|---|
Tikehau Short Duration – R – Acc – EUR | 0,72% |
BNP PARIBAS Diversipierre | -6,35% |
Fonds | 3 ans |
---|---|
OMNIBOND | 2,68% |
Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -5,38% |
Axiom Short Duration Bond Fund | 1,14% |
Exane Pleiade Fund | 0,38% |
Durandal | -0,52% |
CANDRIAM Risk Arbitrage | 0,20% |
G FUND - ALPHA FIXED INCOME | 1,69% |
Sycomore Allocation Patrimoine R | -0,18% |
Haas Epargne Patrimoine C | 0,61% |
Trusteam Optimum A | -0,53% |
Sanso Short Duration C | 0,93% |
DNCA Invest Eurose A EUR | 2,90% |
CANDRIAM Patrimoine Obli Inter | 0,53% |
Clartan Patrimoine C | 0,73% |
AIS Protect | -0,10% |
Federal Ethi-Patrimoine | -0,38% |
Dorval Global Conservative | -0,21% |
Pluvalca Rentoblig | 0,64% |
Stratégie Rendement | 1,15% |
HELIUM FUND | 2,34% |
Dôm Reflex | 2,00% |
CT (LUX) EUROPEAN SOCIAL BOND | -3,61% |
HELIUM INVEST | 2,20% |
NN Green Bond | -5,90% |
Fonds | 3 ans |
---|---|
Axiom European Banks Equity | 24,89% |
Echiquier Artificial Intelligence B EUR | -6,33% |
Janus Henderson Horizon Biotechnology Fund | 9,16% |
CANDRIAM Absolute Return Equity Market Neutral | 2,69% |
Invesco Global Consumer Trends | -13,05% |
MS INVF US Growth | -15,66% |
DNB Fund Renewable Energy | -5,94% |
BNP PARIBAS ENERGY TRANSITION | -30,87% |