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

24.453 M€

Fondos

48 330 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 6.696M€ 3 5,85% 1,99% -0,99% 2,40% 4,30% -7,65% 2,96% 4,83% -7,65%
2 Fidelity Global Multi Asset Income Fund 6.639M€ 4 0,04% 6,01% -6,62% 7,18% 8,69% -7,97% - - -
3 MFS® Meridian Global Total Return Fund 2.531M€ 4 2,36% 5,12% -4,78% 8,29% 8,55% -9,04% 8,16% 7,35% -9,04%
4 Franklin Global Fdamental Strategies Fd 1.776M€ 5 4,31% 9,20% -8,44% 5,89% 11,49% -14,42% 7,73% 9,48% -14,42%
5 AQR Global Risk Parity UCITS 1.325M€ 5 5,73% 10,89% -6,26% -1,54% 11,23% -22,48% - - -
6 UBS (Lux) SF Balanced (USD) 1.246M€ 4 3,62% 6,90% -5,93% 8,53% 10,04% -10,04% 8,13% 8,53% -10,04%
7 Pioneer Fds Global Multi-Asset Trgt Inc 1.157M€ 4 4,87% 1,86% -0,35% 1,72% - - - - -
8 Templeton Global Income Fund 932M€ 5 5,39% 8,98% -8,12% 6,02% 11,83% -15,50% 7,78% 9,76% -15,50%
9 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 787M€ 4 - - - - - - - - -
10 GSF II GS Strategic Factor Allc Port 706M€ 4 0,42% - - - - - - - -
11 Investec GSF Global Strategic Managed Fd 663M€ 4 7,10% 4,97% -2,42% 9,54% 9,42% -10,26% 10,17% 7,97% -10,26%
12 PBFI Access Balanced Fund (USD) 599M€ 4 5,62% 7,09% -6,27% 9,08% 10,18% -10,64% 7,67% 8,65% -10,64%
13 Pioneer Fds Real Assets Target Income 434M€ 5 -0,25% 7,35% -8,54% 5,39% 9,88% -10,86% - - -
14 Fidelity Global Multi Asset Tact Mod Fd 419M€ 3 5,35% 2,21% -0,59% 2,57% 4,27% -6,74% 4,31% 4,31% -6,74%
15 Investec GSF Global Multi-Asset Inc Fd 318M€ 3 -2,53% 6,77% -7,85% 7,10% 9,44% -7,85% - - -
16 UBS (Lux) SICAV 1 All-Rounder (USD) 291M€ 3 -4,04% 4,85% -5,38% 3,35% 11,71% -12,26% 2,81% 9,60% -12,26%
17 CS (Lux) Portfolio Fund Balanced USD 237M€ 4 0,95% 6,34% -7,04% 6,44% 8,95% -9,27% 5,29% 7,61% -9,27%
18 MFS® Meridian Diversified Income Fund 182M€ 4 -1,80% 6,53% -7,98% - - - - - -
19 Threadneedle (Lux) Global Multi Ast Inc 160M€ 5 8,45% 3,20% -1,37% - - - - - -
20 Carmignac Pf Euro-Patrimoine 154M€ 4 15,10% 6,45% -2,22% -28,00% 6,73% -4,25% -16,95% 6,19% -4,53%
21 Schroder ISF Global Multi-Asset Flexible 92M€ 4 -2,93% 7,78% -10,35% 4,23% 11,07% -12,29% 5,98% 9,38% -12,29%
22 Fidelity Growth & Income Fund 88M€ 4 3,06% 6,84% -6,05% 7,25% 9,05% -8,90% 7,65% 7,65% -8,90%
23 UBS (Lux) KSS Global Multi Income (USD) 87M€ 4 0,83% 6,76% -6,77% - - - - - -
24 AB FCP I Dev Mkts Mlt-Asst Inc Port 82M€ 4 1,56% 7,03% -7,08% 7,04% 9,66% -10,32% 6,17% 8,19% -10,32%
25 JB Strategy Balanced USD 81M€ 4 1,02% 7,18% -7,36% 6,67% 9,93% -10,78% 6,64% 8,37% -10,78%
26 UBAM Multifunds Allocation 50 79M€ 4 2,66% 6,42% -5,69% 7,08% 9,81% -11,08% 6,33% 8,35% -11,08%
27 Man AHL TargetRisk 77M€ 5 5,81% 9,65% -6,14% - - - - - -
28 GSF II GS Balanced Allocation Portfolio 75M€ 4 0,77% 7,76% -8,07% - - - - - -
29 PIMCO GIS Inflation Strategy Fund 73M€ 4 -7,34% 7,12% -10,34% 1,36% 10,21% -12,89% - - -
30 LO Selection Balanced USD 64M€ 4 1,38% 5,47% -6,08% - - - - - -
31 BBVA DIF Multi-Asset Moderate USD Fund 64M€ 4 2,52% 6,52% -6,48% 6,09% 10,10% -12,22% - - -
32 Threadneedle (Lux) Global Asset Allc 63M€ 4 -0,27% 4,81% -5,50% 6,82% 8,37% -8,72% 6,24% 7,41% -8,72%
33 CS (Lux) Portfolio Fund Opp Bal USD 58M€ 4 0,14% 6,37% -8,04% - - - - - -
34 T. Rowe Price Global Allocation Fund 47M€ 4 6,45% 6,79% -4,94% - - - - - -
35 LO Selection Cité Gestion Global Alc Fd 41M€ 4 7,75% 2,70% -1,16% 3,58% 5,31% -8,11% - - -
36 UBAM Asymmetry 50 USD 17M€ 4 -4,53% 6,30% -8,41% 2,47% - - - - -
37 CSF (Lux) Target Volatility (Euro) 15M€ 4 -0,52% 2,68% -2,15% 1,56% 3,73% -5,09% 1,52% 3,53% -5,09%
38 Crediinvest SICAV Proactive Protection 12M€ 4 -1,09% 1,21% -1,79% -1,28% 2,19% -7,20% - - -
39 Crediinvest SICAV Proactive Protec Opp 7M€ 5 -1,92% 2,39% -3,05% -0,53% 3,82% -8,67% - - -
40 Legg Mason QS Invs Multi Asst US Bal 6M€ 4 1,70% 5,02% -4,60% 6,90% 8,98% -9,45% 7,51% 7,91% -9,45%
41 Merchbanc SICAV Global Dólares 6M€ 6 29,75% 20,25% -10,52% 12,61% 24,84% -28,84% 15,31% 20,45% -28,84%
42 Bankinter IFS Global Mixed Portfolio 6M€ 4 2,93% 8,94% -10,17% 4,49% 13,75% -17,61% 3,86% 11,50% -17,61%
43 SEB Life Intl Balanced Managed Dollar 4M€ - 4,99% 6,39% -5,49% 7,88% 12,32% -13,67% 8,70% 10,09% -13,67%
44 Legg Mason QS Invs Multi Asst US Perf 2M€ 4 3,91% 5,40% -4,48% 7,85% 9,66% -10,96% 8,72% 8,44% -10,96%
45 Santander Dollar Balance 1M€ 4 10,59% 11,73% -8,56% 11,93% 11,94% -10,03% 7,43% 10,39% -10,03%
46 Nikko AM Global Multi Asset Fund 0M€ 4 -1,61% 6,02% -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.