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

83.935 M€

Fondos

68 622 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 25.673M€ - -0,39% 12,22% - 6,47% 9,51% - 3,29% - -
2 BGF Global Allocation Fund 12.901M€ - 4,04% 8,84% - 5,13% 9,09% - 5,78% - -
3 Fidelity Global Multi Asset Income Fund 7.209M€ - 4,06% 5,52% - 3,71% 4,83% - 2,72% - -
4 Fidelity Global Multi Asset Income Fund 7.209M€ - 10,41% 5,39% - 6,46% 7,80% - - - -
5 Fidelity Global Multi Asset Income Fund 7.209M€ - 4,64% 5,53% - 4,34% 4,84% - 3,36% - -
6 Fidelity Global Multi Asset Income Fund 7.209M€ - 11,21% 5,34% - 7,18% 7,81% - 8,40% - -
7 Fidelity Global Multi Asset Income Fund 7.209M€ - 3,27% 5,03% - 3,01% 4,88% - - - -
8 Fidelity Global Multi Asset Income Fund 7.209M€ - 3,87% 4,92% - 3,58% 4,82% - 2,67% - -
9 Fidelity Global Multi Asset Income Fund 7.209M€ - 4,62% 4,86% - 4,30% 4,82% - - - -
10 Fidelity Global Multi Asset Income Fund 7.209M€ - 3,42% 5,53% - 3,03% 4,84% - 1,98% - -
11 First Eagle Amundi Income Builder Fund 4.852M€ - -6,21% 8,62% - -2,76% 6,50% - - - -
12 MFS Meridian Global Total Return Fund 2.091M€ - 7,33% 8,85% - 4,83% 8,07% - 6,80% - -
13 Janus Henderson Balanced Fund 2.064M€ - 10,14% 10,44% - 10,61% 10,01% - 9,99% - -
14 UBS (Lux) SS Systmtc Allc Port Mdm (USD) 1.903M€ - 7,50% 6,81% - - - - - - -
15 Franklin Global Fdamental Strategies Fd 1.597M€ - 1,14% 12,04% - 5,21% 11,08% - 3,99% - -
16 Franklin Income Fund 1.285M€ - 5,63% 10,56% - 6,46% 11,72% - 5,27% - -
17 UBS (Lux) SF Balanced (USD) 1.082M€ - 3,94% 9,53% - 6,26% 9,58% - 7,50% - -
18 GSF II GS Strategic Factor Allc Port 808M€ - 9,35% 7,27% - - - - - - -
19 PIMCO GIS Global Multi-Asset Fund 739M€ - 7,48% 9,39% - 7,87% 9,09% - 8,60% - -
20 Templeton Global Balanced Fund 715M€ - 0,60% 12,07% - 5,63% 9,72% - 3,91% - -
21 Amundi Fds Global Multi-Asset Target Inc 693M€ - -1,29% 5,00% - 0,83% 4,45% - - - -
22 Templeton Global Income Fund 608M€ - -2,42% 12,71% - 4,50% 10,84% - 3,47% - -
23 Capital Group Global Allocation Fd (LUX) 427M€ - 3,25% 8,38% - 5,94% 6,94% - 3,92% - -
24 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 1,39% 4,33% - 1,72% 3,13% - - - -
25 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 8,61% 4,62% - 4,48% 8,33% - - - -
26 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 7,19% 4,64% - 3,21% 8,30% - 3,27% - -
27 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 1,09% 4,33% - 1,22% 3,22% - 0,82% - -
28 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 0,62% 4,32% - 0,69% 3,21% - 0,21% - -
29 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 7,87% 4,69% - 3,84% 8,33% - 3,88% - -
30 Fidelity Global Multi Asset Tact Mod Fd 303M€ - 7,82% 4,68% - 3,82% 8,33% - 3,87% - -
31 GS US Real Estate Balanced Portfolio 295M€ - 11,72% 8,28% - 8,31% 10,27% - 10,61% - -
32 UBS (Lux) SS Dynamic Income (USD) 293M€ - - - - - - - - - -
33 CS (Lux) Portfolio Fund Balanced USD 289M€ - 5,49% 9,30% - 4,84% 9,17% - 5,95% - -
34 AB All Market Income Portfolio 262M€ - 8,76% 7,90% - 6,30% 9,46% - 7,44% - -
35 AS SICAV I Diversified Income Fund 186M€ - -0,27% 5,15% - 2,81% 4,57% - - - -
36 MFS Meridian Diversified Income Fund 151M€ - 12,10% 7,17% - 5,31% 9,54% - - - -
37 CS (Lux) Portfolio Fd Global Bal USD 143M€ - 6,67% 8,16% - - - - - - -
38 UBS (Lux) KSS Global Multi Income (USD) 132M€ - 8,88% 7,50% - 5,78% 9,22% - - - -
39 GS Global Multi-Asset Balanced Portfolio 94M€ - 2,34% 12,08% - 3,34% 10,02% - - - -
40 UBAM Multifunds Allocation 50 94M€ - 3,37% 9,17% - 5,36% 8,76% - - - -
41 Fidelity Growth & Income Fund 93M€ - 8,94% 6,38% - 7,07% 8,20% - 7,16% - -
42 Fidelity Growth & Income Fund 93M€ - 9,67% 5,79% - 7,79% 7,86% - 7,87% - -
43 GSF II GS Balanced Allocation Portfolio 85M€ - 2,57% 10,74% - 1,68% - - - - -
44 Schroder ISF Multi-Asset Growth & Income 80M€ - -2,86% 9,48% - 1,07% 6,85% - - - -
45 LO Selection Balanced USD 76M€ - 1,40% 9,07% - 4,25% 8,80% - - - -
46 Franklin NextStep Moderate Fund 65M€ - 2,37% 11,99% - 6,08% 8,85% - - - -
47 T. Rowe Price Global Allocation Fund 62M€ - 8,37% 9,57% - - - - - - -
48 JB Strategy Balanced USD 59M€ - 5,93% 9,56% - 4,86% 9,47% - 6,17% - -
49 Threadneedle (Lux) Global Dynamic Rl Ret 52M€ - -3,54% 7,83% - 1,28% 6,77% - 0,16% - -
50 JB Dynamic Asset Allocation 44M€ - 0,58% 9,60% - - - - - - -
51 Legg Mason QS Growth Fund 37M€ - 3,96% 12,22% - 6,11% 10,10% - - - -
52 UBS (Lux) SS Syst Allc Port Mdm Cl(USD) 35M€ - - - - - - - - - -
53 GS Global Multi-Asset Income Portfolio 35M€ - 4,78% 11,41% - 3,20% 9,18% - 3,53% - -
54 Invesco Global Moderate Allocation Fund 25M€ - 7,71% 5,50% - - - - - - -
55 Legg Mason QS Balanced Fund 25M€ - 5,01% 9,24% - 4,51% 8,35% - - - -
56 UBAM Real Return 20M€ - -0,61% 9,91% - - - - - - -
57 BNY Mellon Global Unconstrained Fund 19M€ - 7,35% 10,77% - - - - - - -
58 Incometric Cartago US Income 18M€ - - - - - - - - - -
59 T. Rowe Price Global Allocation Ext 10M€ - 8,62% 9,68% - - - - - - -
60 Bankinter IFS Global Mixed Portfolio 5M€ - - - - - 11,28% - - - -
61 Santander Dollar Balance 1M€ - - 0,04% - - 11,27% - - - -

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.