Listado de fondos de

RV Europa Cap. Pequeña

Renta Variable - RV Europa Cap. Med/Peq

Fondos que invierten principalmente en empresas europeas de pequeña capitalización. Se consideran de "capitalización pequeña" aquellos títulos de renta variable cuya capitalización se encuentra entre el 10% menor del mercado europeo (incluyendo el Reino Unido). Al menos el 75% del patrimonio estará invertido en renta variable, y al menos el 75% de ésta en Europa.

Patrimonio

16.118 M€

Fondos

51 222 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 Threadneedle Pan European Smllr Coms Fd 1.934M€ 5 12,25% 9,41% -2,88% 9,77% 12,66% -13,01% 14,99% 11,50% -13,01%
2 Fidelity European Smaller Companies Fund 1.092M€ 5 13,73% 10,30% -5,46% 10,23% 12,14% -10,80% 14,94% 11,50% -10,80%
3 Janus Henderson Horizon PanEurpSmrComsFd 1.073M€ 5 5,51% 9,32% -6,12% 9,78% 13,16% -11,35% 15,31% 12,89% -12,17%
4 JPM Europe Small Cap Fund 970M€ 6 10,44% 10,11% -5,21% 9,59% 13,44% -12,43% 16,61% 13,04% -12,43%
5 JPM Europe Dynamic Small Cap Fund 952M€ 6 14,70% 10,84% -4,04% 11,91% 13,82% -11,40% 16,90% 13,24% -11,40%
6 SLI European Smaller Companies Fund 749M€ 5 14,81% 9,31% -3,57% 11,85% 13,72% -12,38% 17,86% 13,01% -12,38%
7 Metzler European Smaller Companies 707M€ 6 11,17% 8,79% -3,98% 8,64% 13,59% -16,35% 16,32% 12,96% -16,35%
8 Allianz Europe Small Cap Equity 689M€ 6 12,92% 11,33% -4,74% 7,64% 14,43% -13,16% 13,26% 13,24% -13,16%
9 Threadneedle (Lux) Pan Eurp Sm Cap Opps 573M€ 5 12,51% 7,69% -3,35% 10,97% 11,84% -9,19% 16,53% 11,27% -9,19%
10 Montanaro European Smaller Companies 561M€ 5 9,47% 9,39% -4,74% 7,09% 13,19% -13,64% 11,39% 11,96% -13,64%
11 Franklin European Small-Mid Cap Gr Fd 439M€ 5 5,14% 8,27% -6,13% 3,50% 13,48% -17,62% 10,20% 13,15% -17,62%
12 Alken Small Cap Europe 394M€ 6 15,58% 12,09% -7,01% 10,67% 14,36% -16,85% - - -
13 Echiquier Entrepreneurs 385M€ 5 6,27% 8,53% -4,61% 17,07% 11,69% -6,64% - - -
14 Schroder ISF European Smaller Companies 357M€ 5 5,97% 9,54% -5,77% 6,96% 13,09% -16,42% 14,04% 12,62% -16,42%
15 Ibercaja Small Caps FI 335M€ 6 1,87% 7,56% -5,21% - - - - - -
16 Berenberg European Micro Cap 324M€ 5 - - - - - - - - -
17 Quaero Capital Argonaut 312M€ 5 6,13% 7,43% -4,33% 16,12% 8,52% -6,28% 18,27% 9,52% -11,83%
18 UBS (Lux) ES Small Caps Europe (EUR) 285M€ 5 11,62% 8,46% -3,54% 5,47% 12,73% -15,92% 14,06% 12,32% -15,92%
19 DPAM INVEST B Equities Europe Small Caps 276M€ 5 9,27% 7,71% -3,57% 10,24% 11,39% -10,39% 14,68% 10,79% -10,39%
20 AXAWF Fram Europe Microcap 268M€ 5 12,17% 9,12% -4,00% 13,27% 12,68% -10,35% 18,91% 11,76% -10,35%
21 BL-European Smaller Companies 242M€ 5 3,81% 10,05% -5,86% - - - - - -
22 T. Rowe Price Eurp Smlr Coms Eq Fd 239M€ 5 16,89% 9,10% -4,99% 14,79% 12,92% -12,02% 18,36% 11,45% -12,02%
23 Pictet-Small Cap Europe 236M€ 5 5,10% 8,45% -5,12% 7,26% 12,59% -12,91% 13,38% 12,23% -12,91%
24 E.I. Sturdza Strategic Eurp Smlr Coms Fd 218M€ 5 -2,61% 9,84% -8,75% - - - - - -
25 Barings European Opportunities Fund 209M€ 5 9,43% 10,87% -5,84% 6,99% 13,93% -15,78% - - -
26 M&G Pan European Select Smllr Coms Fd 205M€ 5 0,30% 9,24% -6,01% 6,88% 12,81% -11,12% - - -
27 EQMC FIL 188M€ - 5,84% 10,60% -6,00% 21,17% 15,55% -10,94% 24,17% 13,33% -10,94%
28 CSIF (Lux) Equities EMU Small Caps Blue 168M€ 5 6,10% 8,80% -4,49% - - - - - -
29 Quaero Capital Smaller European Coms 167M€ 5 4,39% 7,98% -5,42% 12,14% 11,89% -11,03% 15,33% 11,37% -11,03%
30 Vontobel European Mid and Small Cap Eq 160M€ 5 9,06% 10,68% -7,70% 9,33% 13,55% -11,20% 15,00% 12,63% -11,20%
31 UBAM Europe Small Cap Equity 145M€ 5 9,51% 8,10% -3,56% - - - - - -
32 Mirabaud Equities Pan Europe Sm & Mid 136M€ 5 15,87% 10,66% -4,27% 8,58% 13,78% -13,59% 11,60% 12,06% -13,59%
33 Invesco Pan European Small Cap Equity Fd 126M€ 5 6,43% 9,98% -5,56% 4,08% 12,34% -17,09% 11,49% 12,17% -17,09%
34 Lazard Pan-European Small Cap Fund 115M€ 5 7,26% 9,34% -5,73% - - - - - -
35 Algar Global Fund FI 105M€ 7 9,40% 10,20% -7,40% 16,64% 15,28% -17,72% 17,17% 13,41% -17,72%
36 Berenberg European Small Cap 95M€ 6 - - - - - - - - -
37 Metzler European Small and Micro Cap 93M€ 5 -2,42% 11,85% -11,80% 10,01% 13,34% -11,80% 16,62% 12,88% -11,80%
38 GAM Multistock Europe Small & Mid Cap Eq 85M€ 6 17,89% 9,61% -2,94% 11,88% 13,01% -12,20% 15,34% 11,89% -12,20%
39 F&C European Small Cap 74M€ 5 -0,69% 7,22% -5,31% 0,55% 13,61% -19,25% 9,94% 12,73% -19,25%
40 SSGA State Street Eurp Small Cap Eq Fd 49M€ 5 1,52% 8,93% -6,00% 3,55% 13,76% -16,14% 12,18% 13,13% -16,14%
41 Digital Stars Europe Smaller Coms 35M€ 5 13,72% 9,94% -4,75% - - - - - -
42 Renta 4 Small Caps Euro FI 18M€ 6 0,58% 9,94% -7,34% - - - - - -
43 Liontrust GF European Smaller Coms Fd 18M€ 5 1,90% 8,60% -4,77% - - - - - -
44 AXA Rosenberg Pan-Eurp Sm Cp Alpha Fd 11M€ 5 -0,41% 8,81% -6,52% 2,23% 12,94% -18,13% 11,50% 12,67% -18,13%
45 Richelieu Equity Family Small Cap Europe 6M€ 5 2,36% 8,74% -5,59% 3,61% 11,99% -13,40% 9,76% 11,37% -14,06%
46 ILI Fidelity Funds Eurp Smlr Coms EUR 2M€ - 12,53% 10,65% -5,49% 9,92% 13,32% -11,34% 14,16% 12,22% -11,34%
47 Wellington Pan European Small Cap Eq Fd 1M€ 5 - - - - - - - - -
48 Maverick Fund FI 0M€ 6 7,01% 9,71% -6,63% - - - - - -
49 Magallanes Microcaps Europe FI 0M€ 7 -1,65% 7,54% -6,41% - - - - - -
50 Maga Micro Cap Fund 0M€ - 2,39% 5,62% -5,12% 20,03% 9,47% -6,12% - - -

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.