Listado de fondos de

Mixtos Moderados USD

Mixtos - Mixtos Moderados

Fondos que invierten de manera diversificada en renta variable y renta fija para inversores basados en dólares. La renta variable no excede el 60% del patrimonio del fondo.

Patrimonio

26.175 M€

Fondos

49 378 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 BGF Global Multi-Asset Income Fund 7.278M€ 3 6,25% 1,47% -0,22% 2,51% 4,23% -7,65% 2,72% 4,83% -7,65%
2 Fidelity Global Multi Asset Income Fund 6.891M€ 4 5,70% 2,11% -0,48% 4,21% 4,39% -5,50% - - -
3 MFS® Meridian Global Total Return Fund 2.547M€ 4 0,81% 5,29% -4,78% 3,76% 8,57% -9,04% 8,21% 7,33% -9,04%
4 Franklin Global Fdamental Strategies Fd 1.746M€ 5 -1,35% 6,73% -8,44% 3,26% 11,53% -14,42% 6,90% 9,52% -14,42%
5 AQR Global Risk Parity UCITS 1.344M€ 5 7,37% 8,02% -6,26% -1,81% 11,35% -22,48% - - -
6 UBS (Lux) SF Balanced (USD) 1.258M€ 4 -1,01% 6,31% -5,93% 3,96% 10,11% -10,04% 8,06% 8,57% -10,04%
7 Pioneer Fds Global Multi-Asset Trgt Inc 1.188M€ 4 5,26% 1,30% -0,35% 1,83% 3,95% -7,71% - - -
8 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 1.156M€ 4 - - - - - - - - -
9 Templeton Global Income Fund 895M€ 5 0,36% 6,88% -8,12% 3,71% 11,91% -15,50% 7,09% 9,84% -15,50%
10 GSF II GS Strategic Factor Allc Port 845M€ 4 -3,50% 6,68% -7,44% - - - - - -
11 Investec GSF Global Strategic Managed Fd 695M€ 4 5,42% 4,70% -2,42% 6,81% 9,52% -10,26% 10,13% 8,03% -10,26%
12 PBFI Access Balanced Fund (USD) 568M€ 4 1,27% 6,45% -6,33% 4,92% 10,30% -10,20% 7,90% 8,72% -10,20%
13 Pioneer Fds Real Assets Target Income 410M€ 5 -5,54% 6,70% -8,54% 1,90% 10,01% -10,86% - - -
14 Fidelity Global Multi Asset Tact Mod Fd 405M€ 4 3,34% 2,21% -0,72% 1,30% 4,20% -6,74% 3,47% 4,31% -6,74%
15 Investec GSF Global Multi-Asset Inc Fd 344M€ 3 -6,66% 6,06% -7,85% 2,69% 9,48% -7,85% - - -
16 UBS (Lux) SICAV 1 All-Rounder (USD) 277M€ 3 -4,05% 4,17% -6,56% -3,85% 11,70% -12,26% 3,10% 9,60% -12,26%
17 CS (Lux) Portfolio Fund Balanced USD 254M€ 4 -1,86% 6,18% -7,04% 2,47% 9,07% -9,27% 5,18% 7,69% -9,27%
18 Carmignac Pf Euro-Patrimoine 211M€ 4 15,83% 5,30% -2,17% 6,58% 8,25% -16,84% 3,64% 7,32% -16,84%
19 Threadneedle (Lux) Global Multi Ast Inc 204M€ 5 10,44% 2,52% -0,82% 5,87% 5,77% -6,60% - - -
20 MFS® Meridian Diversified Income Fund 181M€ 4 -7,61% 5,94% -7,98% 1,36% 9,33% -9,43% - - -
21 BBVA DIF Multi-Asset Moderate USD Fund 170M€ 4 -0,47% 5,94% -6,48% 2,47% 10,16% -12,22% - - -
22 Man AHL TargetRisk 116M€ 5 3,24% 10,51% -6,14% 6,63% - - - - -
23 AB FCP I Dev Mkts Mlt-Asst Inc Port 88M€ 4 -2,93% 5,98% -7,08% 3,58% 9,68% -10,32% 6,11% 8,20% -10,32%
24 Schroder ISF Global Multi-Asset Flexible 85M€ 4 -5,73% 6,85% -10,35% 0,74% 10,99% -12,29% 6,03% 9,42% -12,29%
25 Fidelity Growth & Income Fund 83M€ 4 -1,60% 6,33% -5,84% 4,53% 9,17% -8,61% 7,80% 7,70% -8,61%
26 UBAM Multifunds Allocation 50 82M€ 4 -0,12% 5,92% -5,69% 3,08% 9,89% -11,08% 6,52% 8,40% -11,08%
27 UBS (Lux) KSS Global Multi Income (USD) 82M€ 4 -2,99% 6,87% -6,77% - - - - - -
28 JB Strategy Balanced USD 78M€ 4 -2,65% 6,98% -7,36% 2,08% 10,05% -10,78% 6,42% 8,47% -10,78%
29 LO Selection Balanced USD 76M€ 4 -0,56% 5,61% -6,08% - - - - - -
30 GSF II GS Balanced Allocation Portfolio 75M€ 4 -4,85% 6,65% -8,07% 3,25% - - - - -
31 PIMCO GIS Inflation Strategy Fund 75M€ 4 -8,25% 6,85% -11,45% -2,35% 10,16% -12,89% - - -
32 CS (Lux) Portfolio Fd Global Bal USD 72M€ 4 - - - - - - - - -
33 Threadneedle (Lux) Global Asset Allc 60M€ 4 0,21% 5,58% -5,50% 2,46% 8,46% -8,72% 6,02% 7,46% -8,72%
34 CS (Lux) Portfolio Fund Opp Bal USD 58M€ 4 0,14% 6,37% -8,04% - - - - - -
35 T. Rowe Price Global Allocation Fund 48M€ 4 2,48% 6,50% -4,94% - - - - - -
36 LO Selection Cité Gestion Global Alc Fd 45M€ 4 9,07% 2,26% -0,29% 3,21% 5,34% -8,11% - - -
37 UBAM Asymmetry 50 USD 12M€ 4 -6,00% 6,45% -8,41% -2,56% 9,90% -17,06% - - -
38 CS (Lux) Target Volatility Fund EUR 12M€ 4 0,43% 2,61% -2,15% 0,69% 3,74% -5,09% 1,42% 3,51% -5,09%
39 Crediinvest SICAV Proactive Prot Fd 9M€ 4 0,44% 0,71% -0,58% -1,96% 2,14% -7,20% - - -
40 T. Rowe Price Global Allocation Ext 9M€ 4 - - - - - - - - -
41 Legg Mason QS Balanced Fund 6M€ 4 -0,50% 4,94% -4,60% 3,43% 8,91% -9,45% 7,43% 7,92% -9,45%
42 Merchbanc SICAV Global Dólares 6M€ 6 23,30% 18,68% -10,52% 14,35% 26,00% -28,84% 19,99% 21,21% -28,84%
43 Bankinter IFS Global Mixed Portfolio 6M€ 4 -4,48% 7,12% -10,17% 1,70% 13,62% -17,61% 3,94% 11,55% -17,61%
44 Crediinvest SICAV Proactive Prot Opp Fd 6M€ 5 0,71% 0,95% -0,91% -0,99% 3,58% -8,67% - - -
45 SEB Life Intl Balanced Managed Dollar 4M€ - 3,56% 6,23% -5,49% 5,07% 12,27% -13,67% 8,88% 10,08% -13,67%
46 Legg Mason QS Growth Fund 2M€ 4 2,33% 5,16% -4,48% 4,94% 9,60% -10,96% 8,84% 8,44% -10,96%
47 Santander Dollar Balance 1M€ 4 5,36% 9,38% -8,56% 7,64% 12,01% -10,03% 8,86% 10,44% -10,03%
48 Nikko AM Global Multi Asset Fund 0M€ 4 -4,29% 5,98% -6,94% - - - - - -

Para aquellos fondos que tengan más de una clase se está utilizando la rentabilidad y datos asociados de la clase con mayor patrimonio.

Aviso legal sobre productos

Los datos de evolución y rentabilidad se muestran con fines informativos. Rentabilidades pasadas no son garantía de rentabilidades futuras ni indicadores fiables de la evolución futura de un activo.
Fuente: Morningstar.