Un gérant multi-expert, spécialiste de la gestion crédit, et reconnu aussi pour : sa gestion assurantielle, sa gestion monétaire, sa gestion actions européennes son analyse et sa gestion quantitative, sa gestion fonds de dette. Entreprise à taille humaine, LBPAM privilégie : l'adaptabilité et la réactivité grâce à un fonctionnement et une organisation souples, l'accompagnement des clients grâce à la proximité des équipes commerciales et de gestion, la fidélisation des gérants à la recherche de plus de responsabilités et d'autonomie. Un partenaire de gestion expérimenté et reconnu par ses investisseurs, qu'ils soient : clients patrimoniaux et particuliers de La Banque Postale et de BPE, institutionnels et grandes entreprises, distributeurs externes.
(*) VL : valeur liquidative, c'est le dernier cours du fonds
Nom du fonds | Catégorie | Dernière VL * | Var. 1er janvier | Var. 1 an | Var. 3 ans | Var. 5 ans |
---|---|---|---|---|---|---|
LBPAM ACTIONS FRANCE C | Actions France Grandes Capitalisations | 236.82 | 14.12% | 11.39% | 34.84% | 49.99% |
LBPAM ACTIONS FRANCE D | Actions France Grandes Capitalisations | 161.74 | 13.10% | 10.40% | 31.21% | 43.31% |
LBPAM SRI HUMAN RIGHTS R | Mixtes Europe Defensif | 167.76 | 4.37% | 2.25% | 14.69% | 8.27% |
LBPAM FUNDS TOCQUEVILLE EURO EQUITY ISR C | Actions Zone Euro | 321.56 | 17.26% | 15.75% | 60.57% | 69.55% |
LBPAM FUNDS TOCQUEVILLE EURO EQUITY ISR D | Actions Zone Euro | 240.87 | 16.27% | 14.76% | 56.50% | 62.20% |
LBPAM ISR ACTIONS FOCUS EURO R | Actions Zone Euro Grandes Capitalisations | 168.48 | 15.37% | 15.07% | 64.93% | 75.14% |
LBPAM ACTIONS DIVERSIFIE R | Actions Zone Euro | 68.97 | 9.56% | 8.32% | 30.82% | 41.27% |
LBPAM ISR ACTIONS FOCUS FRANCE R | Actions France Grandes Capitalisations | 76.37 | 14.77% | 12.92% | 46.00% | 77.56% |
LBPAM ACTIONS EURO R | Actions Zone Euro | 61.19 | 15.69% | 13.44% | 55.78% | 62.39% |
LBPAM ISR OBLI MOYEN TERME C | Obligations Mixtes Moyen Terme | 297.09 | 2.76% | 2.99% | 9.63% | -3.95% |
LBPAM ISR OBLI MOYEN TERME D | Obligations Mixtes Moyen Terme | 198.09 | 2.26% | 2.48% | 9.06% | -5.36% |
LBPAM ISR PROFIL 50 D | Mixtes Mondial Equilibre | 316.73 | 4.85% | 4.80% | 24.41% | 19.94% |
LBPAM ISR PROFIL 50 C | Mixtes Mondial Equilibre | 388.24 | 4.85% | 5.46% | 26.72% | 23.70% |
LBPAM ISR PROFIL 25 D | Mixtes Mondial Défensif | 212.71 | 5.28% | 4.24% | 13.65% | 5.01% |
LBPAM ISR PROFIL 25 C | Mixtes Mondial Défensif | 264.20 | 5.28% | 4.89% | 15.80% | 8.32% |
LBPAM ACTIONS MONDE C | Actions Monde | 649.29 | 3.65% | 7.00% | 46.89% | 63.69% |
LBPAM ACTIONS MONDE D | Actions Monde | 475.49 | 2.90% | 6.21% | 43.90% | 57.88% |
ECHIQUIER NORTH AMERICA C | Actions Etats Unis Grandes Capitalisations | 114.96 | 1.67% | 7.05% | 51.14% | 76.94% |
ECHIQUIER NORTH AMERICA D | Actions Etats Unis Grandes Capitalisations | 91.28 | 1.11% | 6.45% | 48.52% | 71.64% |
LBPAM OBLI MONDE C | Obligations Mixtes Long Terme | 166.64 | 1.75% | - | 2.36% | -16.97% |
LBPAM OBLI MONDE D | Obligations Mixtes Long Terme | 122.03 | 1.14% | -0.61% | 0.46% | -19.52% |
LBPAM ISR OBLI EUROPE D | Obligations Mixtes Long Terme | 116.23 | 1.97% | 1.64% | 6.21% | -12.45% |
LBPAM ISR OBLI EUROPE C | Obligations Mixtes Long Terme | 162.72 | 2.64% | 2.30% | 8.28% | -9.59% |
LBPAM ACTIONS EUROPE D | Actions Europe Grandes Capitalisations | 88.93 | 12.88% | 8.84% | 36.65% | 16.08% |
LBPAM ISR ACTIONS SMALL CAP EURO C | Actions Zone Euro Petites et Moyennes Capitalisati | 287.02 | 15.11% | 8.60% | 36.70% | 31.31% |
LBPAM ISR ACTIONS EUROPE MONDE C | Actions Europe Grandes Capitalisations | 181.86 | 14.38% | 14.10% | 58.24% | 68.80% |
LBPAM ACTIONS 80 (C) | Mixtes Mondial Dynamique | 186.87 | 14.36% | 13.72% | 53.71% | 55.85% |
LBPAM ISR ACTIONS EUROPE MONDE (D) | Actions Europe Grandes Capitalisations | 138.46 | 14.38% | 13.39% | 55.40% | 63.57% |
LBPAM ACTIONS 80 D | Mixtes Mondial Dynamique | 143.23 | 14.36% | 13.00% | 50.98% | 51.04% |
LBPAM ISR ACTIONS SMALL CAP EURO D | Actions Zone Euro Petites et Moyennes Capitalisati | 239.92 | 15.12% | 8.09% | 34.85% | 28.90% |
TONI ACTIONS ISR 100 R | Actions Monde | 186.00 | 13.41% | 10.86% | 48.92% | 58.62% |
TONI ACTIONS 65 | Mixtes Mondial Equilibre | 119.16 | 5.05% | 5.00% | 19.36% | 14.67% |
TOCQUEVILLE FRANCE MICRO CAP U | Actions Zone Euro | 1987.58 | 17.29% | 16.46% | 6.00% | 25.91% |
LBPAM ISR OBLI LONG TERME M | Obligations Mixtes Long Terme | 19380.90 | 2.82% | 2.51% | 12.54% | -8.91% |
LBPAM ISR PROFIL HARMONIE E | Mixtes Zone Euro Flexible | 20007.20 | 6.13% | 5.97% | 19.91% | 12.86% |
ACTYS 2 | Private Equity | 351.15 | 1.57% | 2.59% | 7.87% | 11.46% |
LBPAM ISR ACTIONS ASIE MH | Actions Asie Pacifique | 5117.38 | 6.84% | 9.41% | 37.05% | 50.07% |
LBPAM FUNDS LBPAM ISR CONVERTIBLES EUROPE | Convertibles Europe | 190.81 | 7.76% | 6.58% | 20.85% | 8.62% |
VIVACCIO ISR ACTIONS VIVACCIO | Actions Europe | 205.70 | 11.90% | 11.37% | 52.42% | 58.68% |
LBPAM ACTIONS EUROPE C | Actions Europe Grandes Capitalisations | 116.35 | 12.87% | 9.87% | 39.29% | 20.67% |
LBPAM ISR OBLI REVENUS U | Obligations Mixtes Moyen Terme | 774.28 | 2.51% | 2.64% | 8.78% | -5.16% |
LBPAM FUNDS TOCQUEVILLE EURO EQUITY ISR E | Actions Zone Euro | 27038.51 | 17.79% | 16.40% | 63.30% | 74.36% |
LBPAM ISR ACTIONS SMALL CAP EURO E | Actions Zone Euro Petites et Moyennes Capitalisati | 24059.48 | 15.30% | 8.82% | 37.53% | 32.63% |
LBPAM ACTIONS FRANCE E | Actions France Grandes Capitalisations | 24132.90 | 14.31% | 11.63% | 35.70% | 51.57% |
ECHIQUIER NORTH AMERICA E | Actions Etats Unis Grandes Capitalisations | 52179.15 | 1.83% | 7.26% | 52.04% | 78.70% |
LBPAM ACTIONS EUROPE E | Actions Europe Grandes Capitalisations | 16671.81 | 13.05% | 10.09% | 40.14% | 21.88% |
LBPAM ACTIONS EURO E | Actions Zone Euro | 25634.06 | 16.67% | 15.19% | 60.70% | 70.34% |
VIVACCIO ISR ACTIONS GMO | Actions Europe | 204.45 | 11.90% | 11.37% | 52.40% | 58.69% |
UNIFED EPARGNE HORIZONS | Mixtes Mondial Equilibre | 1552.86 | 3.14% | 3.73% | 13.89% | 8.05% |
LBPAM FUNDS TOCQUEVILLE EURO EQUITY ISR S | Actions Zone Euro | 211.45 | 17.26% | 15.75% | 60.58% | 69.55% |
LBPAM ACTIONS 80 S | Mixtes Mondial Dynamique | 191.34 | 14.37% | 13.72% | 53.71% | 55.87% |
LBPAM MULTI ACTIONS EMERGENTS R | Actions Emergentes Monde | 1831.56 | 16.40% | 13.41% | 25.76% | 11.86% |
LBPAM ALPHA ALLOCATION R | Mixtes Europe Defensif | 135.91 | 5.90% | 5.90% | 14.11% | 6.69% |
LBPAM ISR ACTIONS FOCUS EURO E | Actions Zone Euro Grandes Capitalisations | 244.87 | 16.13% | 15.84% | 68.32% | 81.26% |
LBPAM ISR ACTIONS FOCUS FRANCE E | Actions France Grandes Capitalisations | 267.64 | 15.57% | 13.70% | 49.13% | 84.11% |
LBPAM ACTIONS MONDE E | Actions Monde | 355.56 | 3.82% | 7.21% | 47.78% | 65.34% |
LBPAM OBLI MONDE E | Obligations Mixtes Long Terme | 119.61 | 2.06% | 0.38% | 3.53% | -15.39% |
LBPAM ISR OBLI MOYEN TERME E | Obligations Mixtes Moyen Terme | 142.30 | 3.09% | 3.40% | 10.96% | -2.00% |
LBPAM ISR OBLI EUROPE E | Obligations Mixtes Long Terme | 150.96 | 2.92% | 2.66% | 9.42% | -7.99% |
LBPAM ISR OBLI LONG TERME C | Obligations Mixtes Long Terme | 195.47 | 2.16% | 1.69% | 9.83% | -12.53% |
LBPAM ISR OBLI LONG TERME D | Obligations Mixtes Long Terme | 153.93 | 1.89% | 1.42% | 9.36% | -13.74% |
LBPAM ISR OBLI LONG TERME E | Obligations Mixtes Long Terme | 187.77 | 2.48% | 2.09% | 11.17% | -10.75% |
LBPAM FUNDS LBPAM ISR CONVERTIBLES EUROPE | Convertibles Europe | 169.46 | 7.24% | 5.93% | 18.72% | 5.54% |
LBPAM ISR MULTI ACTIONS EUROPE A | Actions Europe Grandes Capitalisations | 245.20 | 14.50% | 12.80% | 55.41% | 59.61% |
LBPAM ISR MULTI ACTIONS MONDE A | Actions Monde Grandes Capitalisations | 366.33 | 2.95% | 5.35% | 35.12% | 49.72% |
LBPAM ISR THEMATIQUES DURABLES A | Actions Monde Grandes Capitalisations | 308.18 | -1.03% | -3.59% | 16.70% | 21.05% |
LBPAM ISR MULTI ACTIONS EUROPE R | Actions Europe Grandes Capitalisations | 245.18 | 14.51% | 12.79% | 55.40% | 59.61% |
LBPAM ISR MULTI ACTIONS MONDE R | Actions Monde Grandes Capitalisations | 366.32 | 2.95% | 5.35% | 35.12% | 49.73% |
LBPAM ISR THEMATIQUES DURABLES R | Actions Monde Grandes Capitalisations | 308.19 | -1.03% | -3.59% | 16.70% | 21.05% |
TONI ACTIONS ISR 100 A | Actions Monde | 241.73 | 13.41% | 10.86% | 48.93% | 58.64% |
LBPAM 3 MOIS R | Monétaires PEA | 376.03 | 1.80% | 2.48% | 9.59% | 9.11% |
LBPAM ACTIONS DIVIDENDES EURO ID | Actions Europe | 1575.51 | 12.15% | 5.44% | 39.17% | 33.77% |
LBPAM 3 MOIS E | Monétaires PEA | 168.13 | 1.95% | 2.66% | 9.94% | 9.45% |
LBPAM FUNDS TOCQUEVILLE ENVIRONNEMENT ISR | Actions Monde Environnement | 289.09 | 14.54% | 8.01% | 37.18% | 34.79% |
LBPAM FUNDS TOCQUEVILLE ENVIRONNEMENT ISR | Actions Monde Environnement | 236.26 | 13.85% | 7.36% | 34.71% | 30.54% |
LBPAM FUNDS TOCQUEVILLE ENVIRONNEMENT ISR | Actions Monde Environnement | 29485.01 | 14.67% | 8.17% | 37.79% | 35.80% |
LBPAM ACTIONS MONDE X | Actions Monde | 3516.67 | 11.72% | 11.79% | 63.90% | 63.02% |
LBPAM ISR ACTIONS SOLIDAIRE C | Actions Zone Euro | 2454.33 | 13.55% | 12.06% | 51.31% | 63.17% |
LBPAM ISR ACTIONS JAPON R | Actions Japon | 2519.64 | 6.34% | 10.17% | 37.83% | 38.65% |
ECHIQUIER NORTH AMERICA H | Actions Etats Unis Grandes Capitalisations | 4426.30 | 13.31% | 13.24% | 70.17% | 60.73% |
TOCQUEVILLE GLOBAL CLIMATE CHANGE ISR I | Actions Europe Grandes Capitalisations | 2269.59 | 4.16% | 2.99% | 45.64% | 56.76% |
LBPAM ISR OBLI ENTREPRISES E | Obligations d'Entreprises Moyen Terme | 1399.13 | 3.37% | 3.91% | 18.98% | -0.04% |
LBPAM ISR OBLI ENTREPRISES I | Obligations d'Entreprises Moyen Terme | 13732.76 | 3.54% | 3.97% | 3.97% | 3.97% |
LBPAM ACTIONS DIVERSIFIE A | Actions Zone Euro | 71.15 | 9.65% | 8.44% | 31.27% | 42.10% |
LBPAM ISR STRATEGIE PEA 2 R | Mixtes Europe Flexible | 1357.31 | 13.84% | 12.24% | 43.00% | 38.58% |
TOCQUEVILLE EURO BLEND EQUITY E | Actions Zone Euro | 3288.22 | 16.21% | 15.86% | 60.03% | 68.77% |
TOCQUEVILLE EURO BLEND EQUITY X | Actions Zone Euro | 31817.17 | 17.07% | 16.94% | 64.51% | 76.64% |
LBPAM FUNDS TOCQUEVILLE CROISSANCE EURO IS | Actions Zone Euro | 194.97 | 6.65% | 7.61% | 45.80% | 34.90% |
FEDERIS ISR EURO L | Actions Zone Euro | 193.11 | 17.41% | 15.94% | 61.29% | 70.14% |