CAC 40 Perf Jour Perf Ytd
8026.57 +0.87% +6.43%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
Pictet - Digital 15.97%
Carmignac Investissement 14.13%
CM-AM Global Gold 13.58%
Sycomore Sustainable Tech 13.50%
Franklin U.S. Opportunities Fund 12.95%
MS INVF Global Opportunity 12.31%
Franklin Technology Fund 11.77%
BNP Paribas Funds Disruptive Technology 11.21%
Loomis Sayles U.S. Growth 11.13%
Echiquier World Equity Growth 10.93%
OFI Invest ISR Grandes Marques 10.44%
Athymis Millennial 10.33%
Mirova Global Sustainable Equity 10.20%
CPR Global Disruptive Opportunities 9.93%
CM-AM Global Leaders 9.65%
Pictet - Water 9.56%
Echiquier Artificial Intelligence 9.16%
Janus Henderson Horizon Global Sustainable Equity Fund 9.11%
G Fund - Global Disruption 8.85%
Digital Stars Europe 8.76%
AXA WF Robotech 8.52%
Thematics Water 7.98%
Russell Inv. World Equity Fund 7.84%
Fidelity Global Technology 7.77%
ODDO BHF Artificial Intelligence 7.65%
Mandarine Global Transition 7.63%
Sanso Smart Climate 7.44%
Comgest Monde 7.43%
Aesculape SRI 7.38%
Pictet - Global Environmental Opportunities 7.16%
Jupiter Global Ecology Growth 7.11%
Square Megatrends Champions 6.99%
JPMorgan Funds - Global Healthcare 6.77%
Thematics AI and Robotics 6.62%
Sienna Actions Bas Carbone ISR 6.30%
JPMorgan Funds - Global Dividend 6.23%
R-co Valor 4Change Global Equity 6.10%
Pictet - Global Megatrend Selection 6.02%
Covéa Ruptures 5.95%
BNP Paribas US Small Cap 5.86%
GIS SRI Ageing Population 5.30%
BNP Paribas Aqua 5.24%
M&G (Lux) Global Dividend Fund 5.20%
Thematics Meta 5.07%
Templeton Global Climate Change Fund 5.05%
R-co Thematic Blockchain Global Equity 4.88%
Pictet - Security 4.77%
GemEquity 4.69%
CPR Silver Age 4.56%
EdR Fund US Value 4.54%
Candriam Equities L Oncology Impact 4.45%
Sextant Tech 4.37%
CPR Invest Hydrogen 4.36%
Pictet - Clean Energy Transition 4.23%
Pictet - Premium Brands 4.03%
JPMorgan Funds - China A-Share Opportunities 4.00%
DNCA Invest Beyond Semperosa 3.78%
BNY Mellon Blockchain Innovation Fund 3.50%
Valeur Intrinsèque 3.40%
Piquemal Houghton Global Equities 3.40%
Richelieu America 3.34%
EdR Fund Big Data 3.22%
MS INVF Global Brands 2.70%
Mandarine Global Microcap 2.30%
FTGF ClearBridge Infrastructure Value 0.82%
M&G (Lux) Global Listed Infrastructure Fund -0.07%
EdR Fund Healthcare -0.83%
AXA Aedificandi -1.11%
Candriam EQ L Europe Innovation -1.16%
Echiquier World Next Leaders -1.79%
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Les fonds thématiques moins populaires en France...

 

D'après une étude Morningstar, les fonds thématiques commercialisés en France ont subi des retraits significatifs à 16,6 milliards d’euros en 2023 après 9,7 milliards de décollecte en 2022.

 

Source : Morningstar

 

Certains fonds ont été particulièrement touchés par cette accélération des sorties de capitaux. Ainsi, les fonds iShares Global Clean Energy, Pictet Water ou CPR Food for Generations ont subi revirements de fortune les plus douloureux entre 2022 et 2023 (sur la base de la variation en euros de leur collecte).

 

Les 10 plus gros fonds thématiques représentent des actifs sous gestion cumulés de près de 69 milliards d’euros, soit 30% du marchés français des fonds thématiques. Pictet AM domine ce classement en commercialisant 6 des 10 plus gros fonds thématiques agréés à la vente en France.

 

Top 10 des fonds thématiques commercialisés en France :

 

Nom du fonds

Taille du fonds en EUR

 
Pictet - Global Megatrend 11 514 249 689  
Pictet - Robotics 9 146 462 376  
Pictet - Water 8 476 706 365  
 Pictet - Global Environmental Opportunities 7 635 888 029  
Allianz Global Artificial Intelligence  7 360 517 722  
Pictet - Security 5 582 462 930  
BlackRock GF Sustainable Energy 5 311 221 594  
UBS Equity Long Term Themes 4 989 681 108  
Pictet - Clean Energy Transition 4 507 572 830  
BNP Paribas Disruptive Technology 4 357 903 879  

 


Source: Morningstar


OPCVM PEA Perf. YTD
Cliquer sur un fonds de la sélection H24
Axiom European Banks Equity 27.48%
Alken Fund Small Cap Europe 9.58%
Alken European Opportunities 9.19%
France Engagement 8.46%
Sycomore Europe Happy @ Work 8.26%
VEGA France Opportunités ISR 8.17%
Tailor Actions Avenir ISR 7.83%
Indépendance France Small 7.70%
Uzès WWW Perf 7.61%
G Fund Opportunities Europe 7.00%
Tocqueville Euro Equity ISR 6.94%
VEGA Europe Convictions ISR 6.68%
Amplegest Pricing Power 6.49%
Centifolia 6.30%
EdR SICAV Tricolore Convictions 6.13%
Tocqueville Croissance Euro ISR 6.13%
DNCA Invest Archer Mid-Cap Europe 5.81%
Dorval Manageurs 5.64%
Indépendance Europe Small 5.34%
Dorval Manageurs Europe 5.03%
CPR Croissance Dynamique 4.96%
DNCA Invest SRI Norden Europe 4.89%
FCP Mon PEA 4.67%
BDL Convictions 4.67%
Echiquier Positive Impact Europe 4.60%
Palatine Europe Sustainable Employment 4.33%
R-co Conviction Equity Value Euro 4.25%
EdR SICAV Euro Sustainable Equity 4.09%
Fidelity Europe 3.42%
BNP Paribas Développement Humain 3.33%
LFR Euro Développement Durable ISR 3.25%
Athymis Trendsetters Europe 2.86%
OFI Invest ESG Equity Climate Change 2.75%
Dorval European Climate Initiative 2.20%
Echiquier Value Euro 1.76%
Richelieu Family 1.64%
Covéa Perspectives Entreprises 1.58%
Erasmus Small Cap Euro 1.56%
Mandarine Europe Microcap 0.60%
Mandarine Unique 0.40%
Lazard Small Caps France 0.39%
Mandarine Premium Europe 0.23%
Pluvalca Small Caps 0.16%
Quadrator SRI 0.15%
Mandarine Social Leaders -0.24%
Quadrige France Smallcaps -0.26%
Moneta Multi Caps -0.44%
Gay-Lussac Smallcaps -1.39%
Erasmus Mid Cap Euro -1.90%
Sycomore Europe Eco Solutions -2.03%
Mirova Europe Environmental Equity -2.44%
Groupama Avenir Euro -3.99%
Quadrige Europe Midcaps -5.41%
LONVIA Avenir Mid-Cap Europe -5.48%
Eiffel Nova Europe ISR -6.23%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global -1.28%
M Global Convertibles SRI -2.02%