Top UCITS Funds Consumer Equities
Following the article, what are the opportunities and risks for investing in the Consumer Sector Equities category?
Under these conditions, the various rankings below allow us to highlight the UCITS funds in the Consumer Sector Equities category across different scenarios.
Indeed, if inflation similar to that of 2022 returns, this would lead to an increase in central bank interest rates and could trigger a systemic crisis, as recently observed in the banking sector. Moreover, the escalation of Sino-American tensions could significantly impact the luxury segment of the category, which is heavily dependent on these two countries.
In this negative scenario, the Top 5 ranking consists of:
In the hypothesis of a stabilization or slowdown of inflation in 2023 without aggressive rate hikes, and with an accelerating Chinese rebound, the consumer sector could maintain its very positive trend from the beginning of the year.
In this positive scenario, the Top 5 ranking consists of:
TOP UCITS funds 2022:
Nordea AM : LU0390857471 I Tom Masi, Marc Olivier Mortbleu Finance : FR0010591123 I Eric Venet, Sophie Fournet Candriam Belgium : BE0170209713 I Johan Van der Biest, Sébastien Natntas, Sonia ALOUI-MAJRI Pictet AM : LU0217138725 I Caroline Reyl, Yann LOUIN GAM : LU0329429897 I Swetha Ramachandran, Colin Bennett, François-Xavier Girard
TOP UCITS funds since 02/01/2023:
Mortbleu Finance : FR0010591123 I Eric Venet, Sophie Fournet
La Financière de l’Echiquier : FR0010960930 I Adrien Bommelaer, Philippe Giustiniani Apicil Asset Management : FR0012709707 I Camille Barbier, Laurent Rytlewski SG Gestion : FR0010540963 I Florence Bannelier, Nicolas Martinet Hermitage gestion privée : FR0011361930 I Jean Marc Maurice, Ludovic Dion
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.