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

84.277 M€

Fondos

69 631 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 25.527M€ - 7,81% 12,82% - 8,43% 12,44% - 8,48% - -
2 BGF Global Allocation Fund 13.099M€ - 8,34% 9,18% - 4,80% 9,06% - 5,34% - -
3 First Eagle Amundi Income Builder Fund 4.726M€ - -4,36% 9,72% - -3,88% 6,49% - - - -
4 Janus Henderson Balanced Fund 2.404M€ - 12,15% 10,60% - 11,66% 10,02% - 9,78% - -
5 MFS Meridian Global Total Return Fund 2.110M€ - 10,18% 9,04% - 5,13% 7,70% - 6,74% - -
6 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 2.029M€ - 8,88% 7,18% - - - - - - -
7 Franklin Global Fdamental Strategies Fd 1.636M€ - 4,23% 12,65% - 4,17% 11,11% - 3,66% - -
8 Franklin Income Fund 1.332M€ - 8,33% 10,69% - 5,97% 11,39% - 5,07% - -
9 UBS (Lux) SF Balanced (USD) 1.069M€ - 8,18% 9,73% - 6,12% 9,53% - 7,10% - -
10 GSF II GS Strategic Factor Allc Port 814M€ - 11,51% 7,50% - - - - - - -
11 PIMCO GIS Global Multi-Asset Fund 739M€ - 9,26% 9,65% - 7,11% 9,01% - 7,52% - -
12 Templeton Global Balanced Fund 719M€ - 3,27% 12,62% - 4,80% 9,76% - 3,52% - -
13 Templeton Global Income Fund 598M€ - 0,35% 13,32% - 3,32% 10,94% - 2,90% - -
14 Capital Group Global Allocation Fd (LUX) 488M€ - 6,22% 8,98% - 5,36% 6,94% - 4,34% - -
15 AB All Market Income Portfolio 475M€ - 12,31% 8,61% - 6,37% 9,22% - 7,07% - -
16 Amundi Fds Pioneer Income Opportunities 475M€ - 3,97% 7,35% - - - - - - -
17 Amundi Fds Real Assets Target Income 391M€ - 8,87% 6,93% - 4,90% 7,17% - 5,21% - -
18 UBS (Lux) SS Dynamic Income (USD) 374M€ - - - - - - - - - -
19 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 1,92% 4,38% - 1,38% 3,14% - - - -
20 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 11,62% 4,72% - 4,65% 8,17% - - - -
21 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 10,21% 4,72% - 3,37% 8,14% - 3,08% - -
22 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 1,78% 4,48% - 0,90% 3,22% - 0,59% - -
23 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 1,35% 4,49% - 0,33% 3,21% - 0,00% - -
24 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 10,84% 4,89% - 3,98% 8,17% - 3,68% - -
25 Fidelity Global Multi Asset Tact Mod Fd 289M€ - 10,86% 4,71% - 3,99% 8,17% - 3,70% - -
26 CS (Lux) Portfolio Fund Balanced USD 288M€ - 10,12% 9,53% - 5,36% 9,08% - 5,92% - -
27 GS US Real Estate Balanced Portfolio 285M€ - 16,42% 8,60% - 8,62% 10,13% - 10,46% - -
28 AS SICAV I Diversified Income Fund 197M€ - -0,34% 5,48% - 1,59% 4,57% - - - -
29 MFS Meridian Diversified Income Fund 158M€ - 14,14% 7,54% - 5,41% 9,01% - - - -
30 CS (Lux) Portfolio Fd Global Bal USD 137M€ - 11,63% 8,50% - - - - - - -
31 UBS (Lux) KSS Global Multi Income (USD) 131M€ - 12,30% 7,67% - 6,07% 9,03% - - - -
32 Schroder ISF Multi-Asset Growth & Income 106M€ - 6,49% 10,08% - 3,02% 9,99% - 4,52% - -
33 GS Global Multi-Asset Balanced Portfolio 99M€ - 5,36% 12,09% - 4,30% 9,98% - 3,09% - -
34 Fidelity Growth & Income Fund 99M€ - 12,46% 6,63% - 6,59% 8,06% - 6,81% - -
35 Fidelity Growth & Income Fund 99M€ - 13,24% 6,01% - 7,35% 7,77% - 7,52% - -
36 GSF II GS Balanced Allocation Portfolio 96M€ - 4,30% 10,88% - 3,49% 8,67% - - - -
37 UBAM Multifunds Allocation 50 92M€ - 8,64% 9,49% - 5,54% 8,71% - 5,85% - -
38 LO Selection Balanced USD 80M€ - 6,32% 9,32% - 4,56% 8,75% - - - -
39 T. Rowe Price Global Allocation Fund 66M€ - 11,85% 10,10% - 9,41% - - - - -
40 Franklin NextStep Moderate Fund 63M€ - 2,20% 12,59% - 4,67% 9,26% - - - -
41 JB Strategy Balanced USD 62M€ - 10,20% 9,80% - 5,02% 9,29% - 6,04% - -
42 JB Dynamic Asset Allocation 57M€ - 12,14% 10,42% - - - - - - -
43 Threadneedle (Lux) Global Dynamic Rl Ret 52M€ - 0,26% 8,06% - 0,93% 6,81% - 0,36% - -
44 Legg Mason QS Growth Fund 41M€ - 8,48% 12,73% - 6,19% 10,01% - - - -
45 GS Global Multi-Asset Income Portfolio 37M€ - 6,65% 11,53% - 4,06% 9,27% - 3,62% - -
46 Legg Mason QS Balanced Fund 26M€ - 9,54% 9,60% - 4,81% 8,18% - - - -
47 BNY Mellon Global Unconstrained Fund 21M€ - 12,02% 11,31% - - - - - - -
48 Incometric Cartago US Income 20M€ - 3,13% 7,06% - - - - - - -
49 UBAM Real Return 18M€ - 4,09% 10,17% - - - - - - -
50 T. Rowe Price Global Allocation Ext 11M€ - 11,99% 10,20% - - - - - - -
51 Bankinter IFS Global Mixed Portfolio 5M€ - - - - - 12,73% - - - -
52 Santander Dollar Balance 1M€ - - 0,04% - - 12,02% - - - -
53 Fidelity Global Multi Asset Income Fund 0M€ - 4,11% 5,67% - 2,50% 4,76% - 2,74% - -
54 UBS (Lux) SS Syst Allc Port Mdm Cl(USD) 0M€ - 9,62% 6,84% - - - - - - -
55 Fidelity Global Multi Asset Income Fund 0M€ - 13,14% 5,43% - 5,63% 7,27% - - - -
56 Fidelity Global Multi Asset Income Fund 0M€ - 4,82% 5,63% - 3,12% 4,77% - 3,34% - -
57 Fidelity Global Multi Asset Income Fund 0M€ - 13,99% 5,39% - 6,37% 7,28% - 7,94% - -
58 Fidelity Global Multi Asset Income Fund 0M€ - 3,45% 5,12% - 1,84% 4,78% - - - -
59 Fidelity Global Multi Asset Income Fund 0M€ - 4,11% 5,00% - 2,42% 4,73% - 2,67% - -
60 Invesco Global Moderate Allocation Fund 0M€ - 13,51% 6,31% - - - - - - -
61 Fidelity Global Multi Asset Income Fund 0M€ - 4,77% 4,92% - 3,10% 4,75% - 3,19% - -
62 Fidelity Global Multi Asset Income Fund 0M€ - 3,44% 5,68% - 1,81% 4,77% - 2,00% - -

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.