| Documents en accès libre seulement |
| |
| |
| |
| | |
| | | |
Performance des FCPI et FIP
|
Nous vous présentons ci-dessous les performances de la plupart des FCPI et FIP du marché depuis leur création. Les fonds des sociétés de gestion que nous avons sélectionnées apparaissent en gras.
Attention : compte tenu des caractéristiques des investissements dans les entreprises non cotées, les performances des fonds récents ne sont pas significatives.
| Nom du fond |
Type |
Date de valorisation |
Performance depuis l'origine |
Année de création |
| A Plus Innovation 6 |
FCPI |
30/06/2007 |
10,20% |
2006 |
| Boursinnovation 2 |
FCPI |
29/06/2007 |
3,84% |
2006 |
| Alto Innovation 5 |
FCPI |
30/06/2007 |
1,72% |
2006 |
| FIP France Alto 2 |
FIP |
30/06/2007 |
1,62% |
2006 |
| UFF Innovation 6 |
FCPI |
31/08/2007 |
0,98% |
2006 |
| FIP Sélect Est 6 |
FIP |
29/06/2007 |
0,23% |
2006 |
| CAAM Innovation 7 |
FCPI |
31/05/2007 |
0,18% |
2006 |
| Axa Placement Innovation VI |
FCPI |
30/06/2007 |
0,10% |
2006 |
| OTC Entreprises 2 |
FCPI |
30/06/2007 |
0,10% |
2006 |
| Banques Populaires Innovation 11 |
FCPI |
31/03/2007 |
-0,28% |
2006 |
| FIP Galia PME 3 |
FCPI |
30/06/2007 |
-0,39% |
2006 |
| Innoveris VII |
FCPI |
30/06/2007 |
-0,49% |
2006 |
| Energies nouvelles |
FIP |
01/04/2007 |
-0,72% |
2006 |
| 123 Expansion II |
FIP |
30/06/2007 |
-1,20% |
2006 |
| 123 Multinova IV Equilibre |
FCPI |
01/04/2007 |
-2,15% |
2006 |
| 123 Multinova IV Dynamique |
FCPI |
01/04/2007 |
-2,26% |
2006 |
| A Plus Innovation 5 |
FCPI |
30/06/2007 |
13,90% |
2005 |
| Alto Innovation 4 |
FCPI |
29/06/2007 |
6,95% |
2005 |
| Capital Proximité |
FIP |
31/08/2007 |
6,84% |
2005 |
| Poste Innovation 9 |
FCPI |
29/12/2006 |
6,65% |
2005 |
| 123 Multinova II |
FCPI |
30/03/2007 |
6,44% |
2005 |
| Aurel Nextstage Entreprises 2005 |
FCPI |
30/03/2007 |
6,30% |
2005 |
| A Plus Proximité |
FIP |
30/06/2007 |
5,68% |
2005 |
| OTC entreprises 1 |
FCPI |
29/12/2006 |
4,30% |
2005 |
| Néovéris 3 |
FIP |
30/06/2007 |
0,02% |
2005 |
| Sélect Est 5 |
FIP |
29/06/2007 |
-0,67% |
2005 |
| FIP Ecureuil 2 |
FIP |
31/12/2006 |
-1,13% |
2005 |
| A Plus Innovation 4 |
FCPI |
30/06/2007 |
45,00% |
2004 |
| Sélect Ile de France |
FIP |
29/06/2007 |
24,85% |
2004 |
| FIP France Alto |
FIP |
30/06/2007 |
15,33% |
2004 |
| Alto Innovation 3 |
FCPI |
29/06/2007 |
13,11% |
2004 |
| OTC Innovation 4 |
FCPI |
29/06/2007 |
11,90% |
2004 |
| Boursinnovation |
FCPI |
17/08/2007 |
11,80% |
2004 |
| UFF Innovation 4 |
FCPI |
30/03/2007 |
11,41% |
2004 |
| Diadème Innovation I |
FCPI |
25/05/2007 |
10,19% |
2004 |
| 123 Multinova Europe Dynamique |
FCPI |
01/07/2007 |
6,15% |
2004 |
| Banque Populaire Innovation 9 |
FCPI |
30/03/2007 |
4,97% |
2004 |
| Développement Innovation 2 |
FCPI |
30/03/2007 |
4,76% |
2004 |
| 123 Expansion |
FIP |
30/06/2007 |
3,07% |
2004 |
| Poste Innovation 6 |
FCPI |
29/12/2006 |
2,57% |
2004 |
| AGF Innovation 6 |
FCPI |
30/09/2005 |
1,14% |
2004 |
| Innoveris 5 |
FCPI |
30/06/2007 |
0,00% |
2004 |
| Soge Innovation Evolution 3 |
FCPI |
30/03/2007 |
-0,15% |
2004 |
| Poste Innovation 7 |
FCPI |
26/03/2007 |
-6,84% |
2004 |
| 123 Multinova Europe Equilibré |
FCPI |
01/07/2007 |
-5,44% |
2003 |
| Sélect Est |
FIP |
29/06/2007 |
-5,44% |
2004 |
| Gen-I 2 |
FCPI |
27/07/2007 |
-5,59% |
2004 |
| FCPI Croissance & Patrimoine |
FCPI |
30/06/2007 |
-6,00% |
2004 |
| Innoven 2003 FCPI n°7 |
FCPI |
29/12/2006 |
68,96% |
2003 |
| A Plus Innovation 3 |
FCPI |
30/06/2007 |
65,90% |
2003 |
| Soge Innovation Evolution 1 |
FCPI |
31/05/2007 |
57,59% |
2003 |
| Gen I |
FCPI |
31/05/2007 |
50,53% |
2003 |
| OFI Innovation |
FCPI |
30/06/2006 |
40,40% |
2003 |
| CIC Innovation 3 |
FCPI |
29/12/2006 |
37,82% |
2003 |
| Aurel Leven Nextstage E. 2003 |
FCPI |
30/03/2007 |
31,61% |
2003 |
| AGF Innovation 5 |
FCPI |
30/12/2005 |
31,06% |
2003 |
| Néoveris 1 |
FIP |
30/06/2007 |
28,16% |
2003 |
| Banque Populaire Innovation 8 |
FCPI |
30/03/2007 |
22,19% |
2003 |
| OTC Innovation 3 |
FCPI |
30/06/2006 |
22,00% |
2003 |
| Europe Innovation 2004 |
FCPI |
30/03/2007 |
16,82% |
2003 |
| Innovation Discovery 3 |
FCPI |
31/07/2007 |
15,88% |
2003 |
| Banque Populaire proximité SO |
FIP |
29/12/2009 |
15,53% |
2003 |
| Banque Populaire proximité SE |
FIP |
29/12/2006 |
2,58% |
2003 |
| Poste Innovation 5 |
FCPI |
29/12/2006 |
1,69% |
2003 |
| Innoveris 4 |
FCPI |
26/07/2006 |
-0,20% |
2003 |
| Crédit Lyonnais Innovation 5 |
FCPI |
31/05/2005 |
-2,07% |
2003 |
| CA AM Innovation 4 |
FCPI |
30/11/2005 |
-3,23% |
2003 |
| 123 Multinova Europe Equilibré |
FCPI |
01/07/2007 |
-5,44% |
2003 |
| Investissement Innovation 2003 |
FCPI |
29/09/2006 |
-5,67% |
2003 |
| Innoven 2002 FCPI n°6 |
FCPI |
29/12/2006 |
85,69% |
2002 |
| A Plus Innovation 2 |
FCPI |
30/06/2007 |
78,20% |
2002 |
| Alto Innovation 2 |
FCPI |
29/06/2007 |
72,44% |
2002 |
| Crédit Mutuel Innovation |
FCPI |
29/12/2006 |
56,32% |
2002 |
| Banque Populaire Innovation 7 |
FCPI |
30/03/2007 |
47,83% |
2002 |
| OTC Innovation 2 |
FCPI |
29/06/2007 |
44,34% |
2002 |
| FCPI Nouveaux Marchés |
FCPI |
17/08/2007 |
41,72% |
2002 |
| Europe Innovation 2003 |
FCPI |
30/03/2007 |
32,88% |
2002 |
| Développement Innovation |
FCPI |
30/03/2007 |
29,79% |
2002 |
| 123 Multinova |
FCPI |
30/03/2007 |
22,98% |
2002 |
| Aurel Leven Next Stage Ent |
FCPI |
30/03/2007 |
20,07% |
2002 |
| AGF Innovation 4 |
FCPI |
30/06/2006 |
18,27% |
2002 |
| CA AM Innovation 3 |
FCPI |
31/01/2006 |
17,97% |
2002 |
| Innovation Discovery 2 |
FCPI |
31/07/2007 |
15,75% |
2002 |
| Poste Innovation 3 |
FCPI |
29/12/2006 |
10,81% |
2002 |
| Poste Innovation 2 |
FCPI |
29/12/2006 |
5,50% |
2002 |
| Innoveris 3 |
FCPI |
26/07/2006 |
5,17% |
2002 |
| UFF Innovation 3 |
FCPI |
30/06/2005 |
2,50% |
2002 |
| Soge Innovation 7 |
FCPI |
31/05/2007 |
-6,33% |
2002 |
| Investissement Innovation 2002 |
FCPI |
29/09/2006 |
-6,34% |
2002 |
| AA innovation 2002 |
FCPI |
29/09/2006 |
-7,06% |
2002 |
| Crédit Lyonnais Innovation 4 |
FCPI |
31/05/2005 |
-7,31% |
2002 |
| Avenir Finance Innovation 2 |
FCPI |
29/12/2006 |
-18,82% |
2002 |
| Innoven 2001 FCPI n°5 |
FCPI |
29/12/2006 |
106,65% |
2001 |
| A Plus Innovation |
FCPI |
30/06/2007 |
84,10% |
2001 |
| Alto Innovation 1 |
FCPI |
29/06/2007 |
59,17% |
2001 |
| Equilibre Innovation |
FCPI |
17/08/2007 |
46,03% |
2001 |
| Poste Innovation |
FCPI |
29/12/2006 |
37,13% |
2001 |
| Croissance Innovation |
FCPI |
17/08/2007 |
33,63% |
2001 |
| Banque Populaire Innovation 6 |
FCPI |
30/03/2007 |
32,17% |
2001 |
| Cap. Innovation 2 |
FCPI |
17/08/2007 |
31,38% |
2001 |
| OTC Innovation 1 |
FCPI |
29/12/2006 |
28,40% |
2001 |
| Europe Innovation 2002 |
FCPI |
30/03/2007 |
26,24% |
2001 |
| UFF Innovation 2 |
FCPI |
31/07/2007 |
20,15% |
2001 |
| Innovation Discovery 1 |
FCPI |
31/07/2007 |
20,13% |
2001 |
| FCPI Génération Innovation 1 |
FCPI |
31/07/2007 |
19,50% |
2001 |
| Jet-Innovation 3 |
FCPI |
31/07/2007 |
17,16% |
2001 |
| Axa Placement Innovation III |
FCPI |
29/12/2006 |
15,85% |
2001 |
| Innoveris Compartiment 2 |
FCPI |
26/07/2006 |
13,50% |
2001 |
| CA AM Innovation 2 |
FCPI |
31/01/2006 |
12,10% |
2001 |
| CIC Innovation 2 |
FCPI |
29/12/2006 |
2,68% |
2001 |
| AGF Innovation 3 |
FCPI |
30/06/2006 |
-2,97% |
2001 |
| France Innovation 4 |
FCPI |
29/09/2006 |
-10,30% |
2001 |
| Crédit Lyonnais Innovation 3 |
FCPI |
31/05/2005 |
-12,58% |
2001 |
| Banque Populaire Innovation 5 |
FCPI |
30/03/2007 |
-16,37% |
2001 |
| Soge Innovation 5 |
FCPI |
30/06/2006 |
-26,10% |
2001 |
| UFF Innovation |
FCPI |
30/11/2005 |
-29,10% |
2001 |
| Soge Innovation 6 |
FCPI |
30/06/2006 |
-29,33% |
2001 |
| Innoven 2000 FCPI n°4 |
FCPI |
29/12/2006 |
31,96% |
2000 |
| Jet-Innovation 2 |
FCPI |
30/03/2007 |
23,98% |
2000 |
| FCPI Capital Innovation Dec Acc |
FCPI |
17/08/2007 |
12,57% |
2000 |
| Axa Placement Innovation II |
FCPI |
31/07/2007 |
7,65% |
2000 |
| Oddo Innovation 3 |
FCPI |
17/08/2007 |
4,72% |
2000 |
| Oddo Innovation 2 |
FCPI |
17/08/2007 |
-0,22% |
2000 |
| CA AM Innovation |
FCPI |
31/01/2006 |
-14,67% |
2000 |
| AGF Innovation 2 |
FCPI |
30/06/2006 |
-24,67% |
2000 |
| Innoveris Compartiment 1 |
FCPI |
26/07/2006 |
-27,99% |
2000 |
| Crédit Lyonnais Innovation 2 |
FCPI |
31/05/2005 |
-35,65% |
2000 |
| Soge Innovation 3 |
FCPI |
30/06/2006 |
-47,57% |
2000 |
| Banque Populaire Innovation 4 |
FCPI |
30/03/2007 |
-53,46% |
2000 |
| Banque Populaire Innovation 3 |
FCPI |
30/03/2007 |
38,28% |
1999 |
| Innoven 1999 FCPI n°3 |
FCPI |
29/12/2006 |
-6,31% |
1999 |
| AGF Innovation |
FCPI |
30/06/2006 |
-37,66% |
1999 |
| Oddo Innovation 1 Déc |
FCPI |
17/08/2007 |
-42,44% |
1999 |
| Jet-Innovation 1 |
FCPI |
29/12/2006 |
-44,20% |
1999 |
| Soge Innovation 2 |
FCPI |
30/06/2006 |
-56,20% |
1999 |
| Crédit Lyonnais Innovation |
FCPI |
31/03/2005 |
-57,04% |
1999 |
| France Innovation 3 |
FCPI |
30/06/2006 |
-62,18% |
1999 |
| Banque Populaire Innovation 2 |
FCPI |
30/03/2007 |
84,52% |
1998 |
| Axa Placement Innovation I |
FCPI |
01/12/2006 |
33,03% |
1998 |
| Innoven 1998 FCPI n°2 |
FCPI |
29/12/2006 |
24,42% |
1998 |
| Banque Populaire Innovation |
FCPI |
29/06/2007 |
37,59% |
1997 |
| Avenir Finance Innovation |
FCPI |
29/12/2006 |
-3,50% |
ND |
| Avenir Capital Croissance |
FCPI |
29/12/2006 |
-8,92% |
ND |
|
|
| |
|
© Copyright 2006-2008 Planète Patrimoine Tous droits de reproduction et de représentation réservés |
| | |
| | |
Comment souscrire ?
Consulter la procédure d'investissement dans un FCPI ou un FIP ...
Conseil fiscal
Vous avez une pression fiscale lourde ?
Bénéficiez d’un conseil indépendant, objectif et de qualité grâce à nos prestations de bilan et d'audit.
PLP-Online
Une base d'informations patrimoniales riche et qualitative
Des outils de simulation exclusifs
28€ par an seulement
|
| |
| | |
| |
|