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Les fonds durables confirment leur résilience en période de crise

Publié le 7 septembre 2020 à 6:05


 

 

Sur le premier trimestre de l’année, les fonds durables de la base Novethic confirment leur surperformance par rapport aux fonds actions classiques.

 

Ils font montre d’une plus forte résilience pendant la phase de panique des marchés, notamment dans la zone euro.

Les fonds durables auront moins pâti que le reste du marché de la crise liée à la pandémie de Covid-19 sur le premier trimestre.

 

L’équipe de recherche de Novethic a étudié la performance des 397 fonds durables en actions de sa base pour la comparer aux grands indices de référence, comme elle l'avait déjà fait au début de la crise du coronavirus. Elle semble montrer une plus grande résilience de ces fonds aux fluctuations des marchés financiers.

 

Sur l’ensemble du premier trimestre, les fonds durables ont surperformé par rapport au marché de +0,7 %.

 

"En moyenne, depuis le début de l’année, les fonds durables surperforment par rapport aux indices "classiques" associés, sauf aux États-Unis où les fonds durables ont néanmoins mieux résisté à la baisse des marchés", remarque Lorène Moretti, analyste produits financiers durables chez Novethic.

 

C’est en effet en décomposant cet écart de performance, entre la période de panique sur les marchés financiers jusqu’au 18 mars et la petite remontée qu’ils ont connu ensuite, que les résultats sont encore plus frappants.

Pendant la phase baissière, jusqu’au 18 mars 2020, les fonds durables de la base Novethic ont surperformé les fonds classiques de +1,4 % sur cette période. Puis, lorsque les marchés sont repartis à la hausse, les fonds classiques ont repris un très léger avantage, l’écart étant passé à -0,7 %.

 

Avec toutefois quelques disparités entre les régions :

Des disparités régionales pendant la période de baisse des marchés, la surperformance des fonds durables aux États-Unis par rapport à l’indice S&P 500 n’est ainsi que de 0,5 %, sachant que la chute des marchés n’a pas été aussi violente qu’en Europe.

 

Selon Morningstar, les fonds ESG américains ont d’ailleurs enregistré des records de collecte sur le premier trimestre, avec 10,5 milliards de dollars, même si les flux ont fléchi sur le mois de mars tout en restant positifs.

 

En Europe, l’écart n’est également que de +0,6 % par rapport à l’indice MSCI Europe. La surperformance est en revanche bien plus forte au niveau de la zone euro où l’écart de performance atteint +3,1 % en faveur des fonds durables, par rapport à l’Eurostoxx.

 

Les fonds durables commercialisés en France enregistrent également un écart important de +1,3 % par rapport au Cac 40.

 

Lorsque les marchés financiers ont commencé à se reprendre à partir du 19 mars, l’écart de performance a plutôt tourné à l’avantage des fonds classiques.

 

La zone euro a en toute logique connu la plus forte correction, qui s’est toutefois limitée à un écart de performance de -1,2 % en défaveur des fonds durables (contre une surperformance de +3,1 %).

 

Sur l’ensemble de l’Europe, la sous-performance n’est que de -0,1 %, et de -0,5 % aux États-Unis.

 

Ces tendances devront être suivie sur le reste de l’année, pour vérifier la bonne tenue des fonds durables à la fois en période de crise, mais également en période de reconstruction de l’économie.

 

De plus en plus de voix s’élèvent, notamment en Europe, pour que les plans de relance prennent en compte la résilience des entreprises aux crises majeures, qu’elles soient sanitaires, climatiques, sociales, etc. L’orientation des flux financiers vers la finance durable est, dans ce cadre, d’autant plus importante.


Arnaud DUMAS |Publié le 15/04/2020 NOVETHIC )

Catégories : ECONOMIE

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