OPCVM analyse

Top Funds in the Global Large-Mid Cap Value Equities Category (from 02/06/2021 to 02/12/2021)

Top Funds in the Global Large-Mid Cap Value Equities Category (from 02/06/2021 to 02/12/2021)

In this period of uncertainty where health, geopolitical, and inflationary risks collide, we wanted to analyze the “Global Large & Mid Cap Equities - Value” category to help you make informed choices.

If inflation were to become entrenched, this strategy would be an interesting way to benefit from improving earnings of companies operating in cyclical sectors — companies that have been overlooked for several years in favor of so-called “Growth” companies, which have been driven by near-zero interest rates and the weight of tech companies in this category.

We present a ranking of the top “Global Large & Mid Cap Equities - Value” funds over the last 6 months.

If you would like to see other themes, feel free to mention them in the comments!

SEB : Marie-Anne Meldahl Adnan Chian Amundi : Zhicong Mou, CFA Cedric BENEJEAN DWS Group : Julien Boulliat Edouard Ayello AllianceBernstein : Tawhid Ali Franklin Templeton : Christian Correa, Katrina Dudley Thomas Roubach Claudio Morelli

Charlene NESPOULOUS Didier CHEDOT Herve BRUNO

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Past performance is not indicative of future results. Fees are included in the performance figures. The content above does not constitute investment advice. It is an objective analysis of financial information.