CAC 40 Perf Jour Perf Ytd
8075.68 +0.99% +7.06%
OPCVM Actions Perf. YTD
Cliquer sur un fonds de la sélection H24
Sycomore Sustainable Tech 16.65%
Pictet - Digital 16.18%
Carmignac Investissement 15.21%
Franklin U.S. Opportunities Fund 14.73%
Franklin Technology Fund 13.63%
CM-AM Global Gold 13.10%
MS INVF Global Opportunity 13.07%
BNP Paribas Funds Disruptive Technology 12.90%
Echiquier World Equity Growth 12.70%
Loomis Sayles U.S. Growth 12.56%
Athymis Millennial 12.38%
Echiquier Artificial Intelligence 11.89%
CPR Global Disruptive Opportunities 11.40%
CM-AM Global Leaders 10.88%
Mirova Global Sustainable Equity 10.64%
OFI Invest ISR Grandes Marques 10.51%
Janus Henderson Horizon Global Sustainable Equity Fund 9.88%
Pictet - Water 9.87%
Digital Stars Europe 9.70%
G Fund - Global Disruption 9.37%
ODDO BHF Artificial Intelligence 9.24%
Mandarine Global Transition 9.24%
Jupiter Global Ecology Growth 9.23%
Square Megatrends Champions 9.22%
Comgest Monde 8.97%
Thematics Water 8.87%
Sanso Smart Climate 8.69%
AXA WF Robotech 8.52%
Fidelity Global Technology 8.29%
Russell Inv. World Equity Fund 8.16%
Aesculape SRI 7.86%
Thematics AI and Robotics 7.80%
Pictet - Global Environmental Opportunities 7.77%
Sienna Actions Bas Carbone ISR 7.65%
Covéa Ruptures 7.64%
R-co Valor 4Change Global Equity 7.58%
R-co Thematic Blockchain Global Equity 7.46%
BNP Paribas Aqua 7.06%
BNP Paribas US Small Cap 6.97%
JPMorgan Funds - Global Healthcare 6.52%
M&G (Lux) Global Dividend Fund 6.52%
JPMorgan Funds - Global Dividend 6.48%
GIS SRI Ageing Population 6.27%
JPMorgan Funds - China A-Share Opportunities 6.10%
Thematics Meta 5.92%
Sextant Tech 5.91%
Pictet - Global Megatrend Selection 5.87%
CPR Silver Age 5.62%
EdR Fund US Value 5.61%
GemEquity 5.38%
CPR Invest Hydrogen 5.36%
Templeton Global Climate Change Fund 5.05%
DNCA Invest Beyond Semperosa 4.96%
Pictet - Security 4.95%
Candriam Equities L Oncology Impact 4.72%
BNY Mellon Blockchain Innovation Fund 4.61%
Pictet - Clean Energy Transition 4.51%
Richelieu America 4.34%
EdR Fund Big Data 4.18%
Valeur Intrinsèque 4.15%
Piquemal Houghton Global Equities 4.15%
Pictet - Premium Brands 3.33%
Mandarine Global Microcap 3.05%
MS INVF Global Brands 2.68%
FTGF ClearBridge Infrastructure Value 1.02%
M&G (Lux) Global Listed Infrastructure Fund 0.74%
AXA Aedificandi 0.07%
Candriam EQ L Europe Innovation -0.04%
Echiquier World Next Leaders -0.34%
EdR Fund Healthcare -0.59%
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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 26.73%
Alken Fund Small Cap Europe 11.32%
Alken European Opportunities 10.59%
Uzès WWW Perf 10.08%
Tailor Actions Avenir ISR 9.79%
Sycomore Europe Happy @ Work 9.77%
VEGA France Opportunités ISR 9.57%
France Engagement 9.29%
Indépendance France Small 8.33%
Tocqueville Euro Equity ISR 8.26%
VEGA Europe Convictions ISR 8.10%
Amplegest Pricing Power 8.10%
Tocqueville Croissance Euro ISR 7.87%
EdR SICAV Tricolore Convictions 7.81%
DNCA Invest Archer Mid-Cap Europe 7.40%
Dorval Manageurs 7.30%
Indépendance Europe Small 7.23%
Centifolia 6.75%
G Fund Opportunities Europe 6.61%
Dorval Manageurs Europe 6.36%
FCP Mon PEA 6.31%
CPR Croissance Dynamique 6.29%
Echiquier Positive Impact Europe 6.08%
DNCA Invest SRI Norden Europe 6.03%
BDL Convictions 5.87%
LFR Euro Développement Durable ISR 5.28%
Palatine Europe Sustainable Employment 4.98%
R-co Conviction Equity Value Euro 4.90%
EdR SICAV Euro Sustainable Equity 4.77%
BNP Paribas Développement Humain 4.71%
OFI Invest ESG Equity Climate Change 4.34%
Athymis Trendsetters Europe 4.29%
Fidelity Europe 3.84%
Covéa Perspectives Entreprises 3.69%
Dorval European Climate Initiative 3.67%
Richelieu Family 3.22%
Echiquier Value Euro 2.59%
Pluvalca Small Caps 2.56%
Erasmus Small Cap Euro 2.48%
Mandarine Unique 2.36%
Mandarine Premium Europe 2.15%
Mandarine Europe Microcap 2.02%
Quadrator SRI 1.60%
Mandarine Social Leaders 1.59%
Quadrige France Smallcaps 1.42%
Moneta Multi Caps 1.40%
Lazard Small Caps France 1.11%
Sycomore Europe Eco Solutions -0.03%
Erasmus Mid Cap Euro -0.61%
Gay-Lussac Smallcaps -1.22%
Mirova Europe Environmental Equity -1.36%
Groupama Avenir Euro -2.28%
Quadrige Europe Midcaps -3.40%
LONVIA Avenir Mid-Cap Europe -3.56%
Eiffel Nova Europe ISR -5.35%
OPCVM Obligations Convertibles Perf. YTD
Cliquer sur un fonds de la sélection H24
Lazard Convertible Global -0.59%
M Global Convertibles SRI -1.20%