{"id":14385,"date":"2021-11-24T18:36:14","date_gmt":"2021-11-24T17:36:14","guid":{"rendered":"https:\/\/www.terafinances.com\/?page_id=14385"},"modified":"2022-01-06T19:55:34","modified_gmt":"2022-01-06T18:55:34","slug":"presentation-opcvm","status":"publish","type":"page","link":"https:\/\/www.terafinances.com\/?page_id=14385","title":{"rendered":"Pr\u00e9sentation OPCVM"},"content":{"rendered":"\n<p><strong>D\u00e9finition <\/strong>:<\/p>\n\n\n\n<p>OPCVM : Organismes de placements collectifs en Valeurs mobili\u00e8res<\/p>\n\n\n\n<p>SDG : Soci\u00e9t\u00e9 De Gestion (Interm\u00e9diaires en bourse ou Soci\u00e9t\u00e9 de gestion ou Auto g\u00e9r\u00e9)<\/p>\n\n\n\n<p> TT-CPFI : Tera TRAINING Collective Placement Funds Index<\/p>\n\n\n\n<p> TT-FMI : Tera TRAINING Fund Managers Index<\/p>\n\n\n\n<p><strong>Population<\/strong><\/p>\n\n\n\n<p>La place de Tunis compte au 31 d\u00e9cembre 2021: 115 OPCVM dont deux en cours de liquidation.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"768\" height=\"455\" src=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-24.png\" alt=\"\" class=\"wp-image-14458\" srcset=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-24.png 768w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-24-300x178.png 300w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-24-580x344.png 580w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption>Population des OPCVM<\/figcaption><\/figure>\n\n\n\n<p><strong>Forme juridique des OPCVM<\/strong><\/p>\n\n\n\n<p>Un OPCVM peut avoir la forme de SICAV ou de FCP.<\/p>\n\n\n\n<p><strong>Cat\u00e9gorie des OPCVM<\/strong>&nbsp;: un OPCVM peut \u00eatre de cat\u00e9gorie&nbsp;:<\/p>\n\n\n\n<p>1. Obligataire (Taux)<\/p>\n\n\n\n<p>2. Mon\u00e9taire (aucun actuellement)<\/p>\n\n\n\n<p>3. Mixte<\/p>\n\n\n\n<p>4. Action<\/p>\n\n\n\n<p>4. Mixtes et actions (regroupant les OPCVM Mixtes et Actions cumul\u00e9s)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"757\" height=\"471\" src=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-25.png\" alt=\"\" class=\"wp-image-14459\" srcset=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-25.png 757w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-25-300x187.png 300w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-25-580x361.png 580w\" sizes=\"(max-width: 757px) 100vw, 757px\" \/><figcaption>Evolution de la taille des actifs des OPCVM<\/figcaption><\/figure>\n\n\n\n<p><strong>Type des OPCVM<\/strong>&nbsp;:<\/p>\n\n\n\n<p>Un OPCVM peut \u00eatre de type Capitalisation ou de distribution<\/p>\n\n\n\n<p><strong>Orientation de gestion<\/strong><\/p>\n\n\n\n<p>Afin que l\u2019information sur la performance des indices soit coh\u00e9rente et pertinente, nous avons r\u00e9pertori\u00e9 les OPCVM de la place en 5 groupes en fonction du poids potentiel (selon prospectus d\u2019\u00e9mission) de la poche action dans le fonds. Par ordre croissant de la poche actions, les fonds sont regroup\u00e9s comme suit :<\/p>\n\n\n\n<p>1. OPCVM Taux obligataire : poche action 0%<\/p>\n\n\n\n<p>2. OPCVM Taux mon\u00e9taire&nbsp;: poche actions 0%<\/p>\n\n\n\n<p>3. OPCVM mixtes Prudents : poche action de 20 \u00e0 40%<\/p>\n\n\n\n<p>4. OPCVM mixtes \u00c9quilibr\u00e9s : poche action de 40 \u00e0 60%<\/p>\n\n\n\n<p>5. OPCVM mixtes dynamiques : poche actions de 60 \u00e0 80%<\/p>\n\n\n\n<p>6. Fonds CEA : poche action de 80 \u00e0 100%.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"945\" height=\"627\" src=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27.png\" alt=\"\" class=\"wp-image-14461\" srcset=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27.png 945w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27-300x199.png 300w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27-768x510.png 768w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27-580x385.png 580w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-27-860x571.png 860w\" sizes=\"(max-width: 945px) 100vw, 945px\" \/><figcaption>Population des OPCVM selon orientation de gestion par soci\u00e9t\u00e9 de gestion<\/figcaption><\/figure>\n\n\n\n<p><strong>Soci\u00e9t\u00e9 de gestion des OPCVM<\/strong><\/p>\n\n\n\n<p>La place de Tunis compte 27 soci\u00e9t\u00e9s de gestion (26 actuellement suite au transfert de la gestion des OPCVM de Tunisie Valeurs \u00e0 Tunisie Valeurs Asset management).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"945\" height=\"636\" src=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28.png\" alt=\"\" class=\"wp-image-14462\" srcset=\"https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28.png 945w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28-300x202.png 300w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28-768x517.png 768w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28-580x390.png 580w, https:\/\/www.terafinances.com\/wp-content\/uploads\/2022\/01\/image-28-860x579.png 860w\" sizes=\"(max-width: 945px) 100vw, 945px\" \/><figcaption>Actifs Nets des  des OPCVM selon orientation de gestion par soci\u00e9t\u00e9 de gestion <\/figcaption><\/figure>\n\n\n\n<p><strong>Moez Hadidane<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00e9finition : OPCVM : Organismes de placements collectifs en Valeurs mobili\u00e8res SDG : Soci\u00e9t\u00e9 De Gestion (Interm\u00e9diaires en bourse ou Soci\u00e9t\u00e9 de gestion ou Auto g\u00e9r\u00e9) TT-CPFI : Tera TRAINING Collective Placement Funds Index TT-FMI : Tera TRAINING Fund Managers Index Population La place de Tunis compte au 31 d\u00e9cembre 2021: 115 OPCVM dont deux&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/pages\/14385"}],"collection":[{"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.terafinances.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14385"}],"version-history":[{"count":2,"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/pages\/14385\/revisions"}],"predecessor-version":[{"id":14463,"href":"https:\/\/www.terafinances.com\/index.php?rest_route=\/wp\/v2\/pages\/14385\/revisions\/14463"}],"wp:attachment":[{"href":"https:\/\/www.terafinances.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}