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

83.549 M€

Fondos

63 564 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 Allianz Income and Growth 28.769M€ 4 -3,78% 5,96% - -2,59% 3,73% - -3,74% - -
2 BGF Global Allocation Fund 14.775M€ - -0,45% 6,01% - 2,43% 7,80% - 5,74% - -
3 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -7,22% 4,28% - -2,09% 3,03% - - - -
4 Fidelity Global Multi Asset Income Fund 6.730M€ 4 1,53% 5,97% - 3,94% 7,16% - - - -
5 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -6,70% 4,34% - -1,51% 3,07% - - - -
6 Fidelity Global Multi Asset Income Fund 6.730M€ 4 2,19% 5,98% - 4,62% 7,15% - 7,76% - -
7 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -3,64% 2,94% - 1,82% 3,06% - - - -
8 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -3,11% 2,86% - 2,42% 3,04% - - - -
9 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -2,31% 2,92% - 3,12% 3,11% - - - -
10 Fidelity Global Multi Asset Income Fund 6.730M€ 4 -7,82% 4,29% - -2,77% 3,04% - - - -
11 First Eagle Amundi Income Builder Fund 5.358M€ 4 -9,28% 5,09% - -3,03% 3,41% - - - -
12 MFS® Meridian Global Total Return Fund 2.394M€ 4 -1,67% 4,50% - 3,15% 5,65% - 6,42% - -
13 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 1.705M€ 4 2,26% 6,46% - - - - - - -
14 Janus Henderson Balanced Fund 1.472M€ 4 9,56% 7,08% - 7,05% 9,01% - 9,39% - -
15 Franklin Income Fund 1.426M€ 4 -3,17% 6,92% - -0,88% 9,50% - 1,63% - -
16 UBS (Lux) SF Balanced (USD) 1.253M€ 4 1,41% 6,16% - 4,20% 7,77% - 7,67% - -
17 Amundi Fds II Global Mlt-Asst Trgt Inc 941M€ 4 -10,32% 2,74% - -5,01% 2,70% - - - -
18 Templeton Global Balanced Fund 791M€ 4 -4,45% 4,82% - -0,26% 7,65% - 2,48% - -
19 Templeton Global Income Fund 761M€ 4 -0,47% 7,29% - 2,76% 9,92% - 5,13% - -
20 Amundi Fds II Real Assets Target Income 450M€ 5 4,43% 8,93% - 3,67% 9,57% - - - -
21 Fidelity Global Multi Asset Tact Mod Fd 344M€ 4 0,60% 7,50% - 1,85% 8,91% - - - -
22 Fidelity Global Multi Asset Tact Mod Fd 344M€ 4 -0,85% 7,55% - 0,55% 8,82% - 3,02% - -
23 Fidelity Global Multi Asset Tact Mod Fd 344M€ 3 -5,17% 2,50% - -0,17% 2,82% - 1,42% - -
24 Fidelity Global Multi Asset Tact Mod Fd 344M€ 4 -4,45% 2,41% - 0,34% 2,76% - - - -
25 Fidelity Global Multi Asset Tact Mod Fd 344M€ 3 -5,80% 2,47% - -0,80% 2,78% - 0,82% - -
26 Fidelity Global Multi Asset Tact Mod Fd 344M€ 4 -0,55% 7,49% - 0,93% 8,83% - 3,49% - -
27 Fidelity Global Multi Asset Tact Mod Fd 344M€ 4 -0,15% 7,53% - 1,17% 8,86% - 3,65% - -
28 Capital Group Global Allocation Fd (LUX) 321M€ 5 1,81% 5,21% - 5,29% 6,43% - - - -
29 CS (Lux) Portfolio Fund Balanced USD 280M€ 4 1,24% 6,06% - 2,85% 7,47% - 5,43% - -
30 CS (Lux) Portfolio Fd Global Bal USD 158M€ 4 - - - - - - - - -
31 MFS® Meridian Diversified Income Fund 151M€ 4 -0,33% 6,67% - 2,93% 7,79% - - - -
32 Aberdeen Global Diversified Income Fd 142M€ 4 -5,73% 3,51% - -0,63% - - - - -
33 AB All Market Income Portfolio 105M€ - -0,93% 6,06% - 0,97% 7,67% - 4,02% - -
34 Schroder ISF Multi-Asset Growth & Income 103M€ 4 1,45% 7,13% - 0,73% 9,05% - 5,39% - -
35 UBAM Multifunds Allocation 50 96M€ 4 0,63% 5,57% - 2,73% 7,32% - - - -
36 LO Selection Balanced USD 90M€ 4 1,10% 5,56% - 2,98% - - - - -
37 GS Wealthbuilder Multi-Asset Bal Port 87M€ 4 -2,87% 5,37% - -1,08% 4,93% - - - -
38 Fidelity Growth & Income Fund 80M€ 4 -1,42% 6,19% - 1,81% 7,72% - 5,06% - -
39 Fidelity Growth & Income Fund 80M€ 4 1,55% 5,76% - 4,57% 7,50% - 7,26% - -
40 JB Strategy Balanced USD 77M€ 4 -0,26% 5,87% - 2,43% 7,46% - 5,83% - -
41 Threadneedle (Lux) Global Dynamic Rl Ret 59M€ 4 -4,19% 4,24% - -0,04% 4,13% - 0,82% - -
42 GS Global Income Builder Portfolio 37M€ 4 -3,60% 5,23% - -3,82% 4,76% - - - -
43 UBAM Real Return 34M€ 4 -0,39% 6,80% - - - - - - -
44 Legg Mason QS Growth Fund 27M€ 4 0,74% 5,51% - 4,09% 6,60% - - - -
45 Invesco Global Moderate Allocation Fund 24M€ 4 -0,39% 7,71% - - - - - - -
46 BNY Mellon Global Unconstrained Fund 20M€ 4 - - - - - - - - -
47 Legg Mason QS Balanced Fund 17M€ 4 -1,05% 4,80% - 2,55% 5,89% - - - -
48 Incometric Cartago US Income 13M€ 4 - - - - - - - - -
49 UBAM Asymmetry 50 USD 7M€ 4 0,97% 6,14% - -0,06% 7,26% - - - -
50 Bankinter IFS Global Mixed Portfolio 6M€ 4 - - - - 13,21% - - - -
51 Santander Dollar Balance 1M€ 4 - 9,81% - - 11,76% - - - -

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.