TOP UCITS Funds - Luxury Sector Equities Category

Following the article, opportunities and risks for investing in the Luxury Sector Equities category.

Below you will find the top UCITS Funds in this category across different scenarios.

First, over the last three months, the market has valued this category well with a significant rebound of +13.5%. This is explained on one hand by the context of stabilized inflation where the luxury sector is preferred for its quality, and on the other hand by the reopening of China, a true driver of the sector’s growth. In this positive scenario, the Top 5 ranking is composed of:

In a negative scenario where the Chinese Communist Party revises its opening policy, the market could lose its momentum in the sector. In this scenario, the Top 5 funds stand out from their peers.

3 months

LA FINANCIÈRE DE L’ÉCHIQUIER , Echiquier Luxury : FR0010960930 , Adrien Bommelaer , Pierre Baril

APICIL ASSET MANAGEMENT , APICIL Luxe & Low Cost : FR0012709707 , Laurent Rytlewski , Camille Barbier

CPR ASSET MANAGEMENT , SG Actions Luxe: FR0000988503 , Anne Le Borgne , Julien Sentier

MONTBLEU FINANCE , Montbleu Etoiles : FR0010591123 , Sophie Fournet , Eric Venet

HERMITAGE GESTION PRIVÉE , Hermitage Luxe & Low Cost Leaders : FR0011361930 Ludovic DION , Jean-Marc MAURICE

2022

MONTBLEU FINANCE , Montbleu Etoiles : FR0010591123 , Sophie Fournet , Eric Venet

GAM , GAM Luxury Brands Equity : LU0984217934 , Swetha Ramachandran , Christelle Brun

HERMITAGE GESTION PRIVÉE , Luxe & Low Cost Leaders C : FR0011361930 , Ludovic DION, Jean-Marc MAURICE

NOTZ STUCKI , Franck Muller Luxury Fund : LU1143004387, Marie-Caroline Fonta , Marlies Celis

APICIL ASSET MANAGEMENT , APICIL Luxe & Low Cost : FR0012709707 , Laurent Rytlewski , Camille Barbier

EnvestBoard’s digital, intuitive, and unique platform helps you build your advisory recommendations, explain them, and track them with ease!

News and Analysis References:

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.