Top Funds in the Classic Energy Category (from 07/09/2021 to 07/03/2022)

For several months, energy prices have been rising sharply following the restart of post-COVID economies. The current geopolitical situation is increasing tensions on this sector, as Russia is a world leader in gas and oil exports.

Under these macroeconomic and geopolitical circumstances, what are the consequences for funds invested in the energy sector (including fossil fuels) and funds invested in renewable energy?

We observe that funds invested in all types of energy outperform those investing in renewable energy over the last 6 months. However, following Europe’s choice to reduce its energy dependence on Russia and the latest IPCC report announcing that climate change is underway, it would be interesting to monitor the evolution of these two fund categories over the short/medium term.

BlackRock : Alastair Bishop , Mark Hume , Charlotte Grosseau Swisscanto Asset Management International S.A.: Michael Varga NN Investment Partners : Anastasia Naymushina, CFA , Gilles Darde CPR Asset Management : Stéphane Soussan , Vincent Roynel

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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.