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

83.714 M€

Fondos

62 560 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 27.369M€ 4 0,69% 5,92% - -0,86% 6,43% - -2,86% - -
2 BGF Global Allocation Fund 14.915M€ - 2,62% 6,04% - 3,69% 9,12% - 5,94% - -
3 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -0,18% 4,39% - 4,36% 3,98% - - - -
4 Fidelity Global Multi Asset Income Fund 6.739M€ 4 2,58% 6,02% - 4,64% 7,85% - - - -
5 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -1,47% 2,97% - 3,00% 4,02% - - - -
6 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -0,85% 2,90% - 3,60% 3,95% - - - -
7 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -0,09% 2,95% - 4,31% 4,03% - - - -
8 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -1,33% 4,35% - 3,03% 3,98% - - - -
9 Fidelity Global Multi Asset Income Fund 6.739M€ 4 -0,73% 4,34% - 3,70% 3,94% - - - -
10 Fidelity Global Multi Asset Income Fund 6.739M€ 4 1,89% 6,00% - 3,97% 7,85% - - - -
11 First Eagle Amundi Income Builder Fund 5.340M€ 4 -1,11% 5,20% - 4,10% 5,20% - - - -
12 MFS® Meridian Global Total Return Fund 2.443M€ 4 2,01% 4,54% - 4,43% 6,54% - 6,84% - -
13 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 1.657M€ 4 6,52% 6,48% - - - - - - -
14 Franklin Income Fund 1.440M€ 4 2,37% 7,19% - 5,20% 11,25% - 6,28% - -
15 Janus Henderson Balanced Fund 1.318M€ 4 13,45% 7,07% - 7,78% 9,49% - 9,74% - -
16 UBS (Lux) SF Balanced (USD) 1.261M€ 4 5,02% 6,20% - 5,09% 8,58% - 7,81% - -
17 Amundi Fds II Global Mlt-Asst Trgt Inc 975M€ 4 -3,33% 2,89% - 0,78% 3,60% - - - -
18 Templeton Global Balanced Fund 784M€ 4 1,71% 5,12% - 4,70% 9,77% - 5,28% - -
19 Templeton Global Income Fund 769M€ 4 1,80% 7,44% - 4,04% 11,66% - 5,62% - -
20 Amundi Fds II Real Assets Target Income 449M€ 5 4,71% 9,09% - 3,88% 10,26% - - - -
21 Fidelity Global Multi Asset Tact Mod Fd 349M€ 4 0,43% 7,65% - 1,39% - - - - -
22 Fidelity Global Multi Asset Tact Mod Fd 349M€ 4 -0,94% 7,69% - 0,11% 9,38% - 2,77% - -
23 Fidelity Global Multi Asset Tact Mod Fd 349M€ 3 -3,57% 2,76% - 0,63% 3,82% - 1,79% - -
24 Fidelity Global Multi Asset Tact Mod Fd 349M€ 4 -2,90% 2,69% - 1,24% - - - - -
25 Fidelity Global Multi Asset Tact Mod Fd 349M€ 3 -4,12% 2,74% - 0,00% 3,80% - 1,19% - -
26 Fidelity Global Multi Asset Tact Mod Fd 349M€ 4 -0,39% 7,63% - 0,70% 9,40% - 3,39% - -
27 Fidelity Global Multi Asset Tact Mod Fd 349M€ 4 -0,37% 7,68% - 0,70% 9,42% - 3,39% - -
28 Capital Group Global Allocation Fd (LUX) 308M€ 5 4,61% 5,37% - 6,53% 7,42% - - - -
29 CS (Lux) Portfolio Fund Balanced USD 267M€ 4 5,23% 6,08% - 3,76% 8,49% - 5,56% - -
30 MFS® Meridian Diversified Income Fund 155M€ 4 0,80% 6,68% - 3,07% 8,29% - - - -
31 CS (Lux) Portfolio Fd Global Bal USD 154M€ 4 - - - - - - - - -
32 Aberdeen Global Diversified Income Fd 131M€ 4 -4,51% 3,51% - - - - - - -
33 AB All Market Income Portfolio 105M€ - 2,35% 6,22% - 4,22% 8,46% - 6,11% - -
34 Schroder ISF Multi-Asset Growth & Income 102M€ 4 2,58% 5,38% - 2,69% 4,42% - - - -
35 UBAM Multifunds Allocation 50 98M€ 4 4,63% 5,59% - 3,19% 8,30% - - - -
36 LO Selection Balanced USD 89M€ 4 4,90% 5,61% - - - - - - -
37 GS Wealthbuilder Multi-Asset Bal Port 86M€ 4 0,88% 6,48% - 1,29% 6,76% - - - -
38 JB Strategy Balanced USD 80M€ 4 3,92% 5,90% - 3,62% 8,31% - 6,09% - -
39 Fidelity Growth & Income Fund 79M€ 4 2,97% 5,81% - 4,77% 8,33% - 7,24% - -
40 Fidelity Growth & Income Fund 79M€ 4 2,28% 6,25% - 4,06% 8,55% - 6,55% - -
41 Threadneedle (Lux) Global Dynamic Rl Ret 59M€ 4 -0,23% 4,36% - 1,97% 4,99% - 1,82% - -
42 GS Global Income Builder Portfolio 36M€ 4 0,57% 7,37% - 1,16% 6,29% - - - -
43 UBAM Real Return 35M€ 4 2,85% 6,74% - - - - - - -
44 Invesco Global Moderate Allocation Fund 24M€ 4 4,07% 7,70% - - - - - - -
45 Legg Mason QS Growth Fund 22M€ 4 5,26% 5,47% - 5,67% 7,83% - - - -
46 BNY Mellon Global Unconstrained Fund 20M€ 4 - - - - - - - - -
47 Legg Mason QS Balanced Fund 16M€ 4 2,17% 4,69% - 3,52% 6,59% - - - -
48 UBAM Asymmetry 50 USD 8M€ 4 3,82% 6,15% - 0,09% 7,78% - - - -
49 Bankinter IFS Global Mixed Portfolio 6M€ 4 - - - - 13,96% - - - -
50 Santander Dollar Balance 1M€ 4 - 9,34% - - 12,29% - - - -

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.