Listado de fondos de

RV Global Cap. Grande Growth

Renta Variable - RV Global Cap. Grande

Fondos que invierten principalmente en empresas de gran capitalización y estilo crecimiento de cualquier parte del mundo. La mayoría de estos fondos reparten su inversión en diversos mercados desarrollados, e invierten al menos el 20% de sus activos en Norteamérica y el 15% en Europa. Se consideran empresas de gran capitalización aquellas en el top 70% de capitalización de cada una de las siete "regiones Morningstar" (Europa, EEUU, Canadá, Latinoamérica, Japón, Asia excluyendo Japón, y Australia/Nueva Zelanda - ver la metodología del Style Box Morningstar para más información). El estilo "crecimiento" hace referencia a altas tasas de crecimiento (de beneficios, ventas, valor contable y flujos de caja) y altas valoraciones (PER alto y baja rentabilidad por dividendo). Al menos el 75% del patrimonio de los fondos de esta categoría estará invertido en renta variable.

Patrimonio

42.981 M€

Fondos

72 414 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 MS INVF Global Opportunity Fund 6.782M€ 5 26,40% 13,38% -4,28% 18,66% 14,89% -12,76% 24,94% 13,87% -12,76%
2 MFS® Meridian Global Equity Fund 4.412M€ 5 10,39% 8,29% -5,97% 7,02% 11,42% -11,16% 11,35% 10,82% -11,57%
3 Carmignac Investissement 4.076M€ 5 3,86% 7,43% -3,98% 0,83% 10,34% -16,50% 5,62% 9,91% -18,88%
4 Capital Group New Perspective Fund (LUX) 3.045M€ 5 19,04% 9,14% -4,01% - - - - - -
5 UniFavorit: Aktien 2.683M€ 5 17,07% 8,93% -5,45% 9,08% 10,64% -9,00% 12,77% 9,90% -9,00%
6 Wellington Global Quality Growth Fund 2.396M€ 5 23,36% 9,03% -2,88% 12,18% 10,96% -9,96% 18,70% 10,83% -9,96%
7 Vontobel Global Equity 2.382M€ 5 14,07% 8,52% -5,54% 9,02% 10,11% -8,35% 12,83% 10,10% -8,35%
8 Sands Capital Global Growth 2.246M€ 7 23,32% 9,13% -2,28% 13,61% 14,20% -14,70% 16,27% 13,00% -14,78%
9 Mediolanum BB MS Glbl Selection 2.219M€ 5 14,56% 8,75% -3,86% 5,63% 10,42% -12,38% 8,92% 9,81% -13,72%
10 NN (L) Global Sustainable Equity 1.914M€ 5 14,22% 8,85% -6,12% 6,97% 10,96% -11,38% 11,55% 10,24% -11,75%
11 LO Funds Generation Global 1.454M€ 5 20,20% 8,23% -4,28% 14,55% 12,12% -10,50% 17,10% 10,80% -11,45%
12 Threadneedle Global Select Fund 1.451M€ 5 19,26% 10,67% -6,94% 9,35% 14,02% -14,22% 12,99% 12,38% -14,22%
13 BNY Mellon Long-Term Global Equity Fund 1.391M€ 5 21,90% 8,16% -3,85% 10,34% 10,27% -9,14% - - -
14 Artisan Global Opportunities Fund 1.065M€ 5 17,33% 7,29% -3,06% 11,32% 11,93% -11,70% 15,44% 11,39% -11,70%
15 MFS® Meridian Global Concentrated Fund 948M€ 5 11,06% 10,10% -7,57% 8,03% 11,88% -10,31% 12,78% 11,08% -10,31%
16 T. Rowe Price Global Focused Gr Eq Fd 773M€ 5 25,35% 10,21% -4,57% 14,27% 14,09% -13,34% 18,13% 12,51% -13,34%
17 AB Thematic Research Portfolio 723M€ 5 14,34% 8,21% -3,95% 7,73% 13,02% -16,28% 12,01% 12,02% -16,28%
18 Triodos Sustainable Equity Fund 658M€ 5 8,66% 6,93% -4,87% 2,09% 10,99% -12,45% 9,31% 11,01% -12,45%
19 Capital Group Global Equity Fund (LUX) 600M€ 5 15,94% 7,69% -4,13% 8,85% 11,84% -12,21% 12,65% 10,70% -14,29%
20 T. Rowe Price Global Growth Equity Fund 511M€ 5 21,35% 9,97% -5,02% - - - - - -
21 Fidelity Global Focus Fund 484M€ 5 16,52% 7,62% -3,96% 7,85% 11,51% -11,77% 11,99% 10,39% -12,00%
22 Threadneedle (Lux) Global Focus 465M€ 5 20,12% 8,65% -3,28% 10,94% 11,49% -10,73% 14,82% 10,79% -10,73%
23 DWS Global Growth 449M€ 5 18,50% 8,39% -4,86% 8,51% 11,48% -11,44% 11,13% 10,37% -13,22%
24 Wellington Global Opportunities Equity 439M€ 5 14,37% 8,74% -4,32% 6,38% 11,90% -13,42% 12,53% 10,96% -13,42%
25 Fidelity Global Demographics Fund 405M€ 5 15,31% 6,41% -2,05% 7,95% 11,10% -11,29% 14,37% 10,82% -11,70%
26 F&C Responsible Global Equity 404M€ 5 18,33% 8,53% -4,24% 8,73% 11,39% -11,76% 12,69% 10,55% -11,76%
27 Franklin World Perspectives Fund 368M€ 5 11,70% 6,55% -4,27% 4,38% 11,66% -15,40% 10,04% 10,73% -15,40%
28 Janus Henderson Global Equity Fund 362M€ 5 18,91% 7,61% -4,07% 10,78% 11,61% -11,79% - - -
29 Echiquier World Equity Growth 357M€ 5 26,91% 12,42% -4,47% 13,02% 13,56% -12,79% 14,43% 12,15% -12,79%
30 NN (L) Global Equity Impact Opps 344M€ 5 12,62% 7,10% -4,04% 6,33% 12,42% -13,75% 9,94% 10,89% -15,84%
31 Gamax Funds Junior 330M€ 5 13,86% 9,36% -5,24% 6,20% 10,95% -10,53% 10,48% 10,34% -10,53%
32 MainFirst Global Equities Fund 326M€ 6 23,22% 13,03% -4,09% 17,71% 14,03% -14,96% 18,43% 13,01% -14,96%
33 Threadneedle Global Extended Alpha Fund 323M€ 5 18,70% 7,68% -3,50% 8,51% 14,46% -15,70% 13,65% 12,63% -15,70%
34 Carmignac Pf Investissement 321M€ 5 4,64% 7,45% -3,93% 1,39% 10,40% -16,41% 6,16% 9,90% -18,73%
35 Allianz Global Sustainability 249M€ 5 12,43% 9,03% -6,07% 7,12% 12,48% -11,65% 10,85% 11,08% -13,00%
36 JSS OekoSar Equity - Global 197M€ 5 20,86% 8,00% -3,00% 5,52% 11,18% -12,37% 9,07% 10,00% -13,00%
37 AXAWF Fram Talents Global 170M€ 5 19,46% 7,87% -2,51% 8,05% 11,71% -13,43% 12,88% 10,58% -13,43%
38 Deutsche Invest II Global Eq Hi Conv Fd 167M€ 5 15,94% 9,39% -7,11% 7,57% 11,69% -10,30% 11,00% 10,63% -12,30%
39 Allianz Global Equity 166M€ 5 15,47% 9,25% -5,08% 7,59% 12,88% -12,58% 11,46% 11,50% -13,30%
40 AB Concentrated Global Eq Port 155M€ 5 21,11% 7,94% -1,92% 9,77% 12,09% -13,36% - - -
41 OYSTER World Opportunities 115M€ 5 10,61% 8,31% -5,13% 5,68% 10,73% -12,16% 10,62% 9,97% -12,16%
42 EDM Cartera FI 114M€ 5 4,43% 4,23% -3,02% 1,83% 11,24% -13,20% 5,39% 10,18% -14,31%
43 AM Century SICAV- Glbl Gr Eq I USD 90M€ 5 17,79% 9,22% -5,06% 7,84% 12,58% -13,40% 12,71% 11,56% -13,40%
44 Vontobel mtx Sustainable Global Leaders 87M€ 5 4,58% 7,73% -6,23% -1,62% 13,14% -19,54% 8,14% 12,46% -20,01%
45 Allianz Global Equity Insights 87M€ 5 20,66% 11,89% -6,08% 9,16% 14,70% -15,90% 14,42% 13,27% -16,90%
46 Wellington Global Select Cptl Apprec Eq 84M€ 6 17,26% 8,57% -4,30% 7,56% 12,71% -15,29% 12,88% 11,82% -15,29%
47 PrivilEdge William Blair Global Leaders 81M€ 6 23,70% 9,19% -3,16% 10,07% 12,37% -14,01% 13,32% 11,18% -14,01%
48 Schroder ISF Global Sustainable Growth 72M€ 5 16,55% 9,23% -4,51% 8,39% 12,22% -12,00% 11,83% 11,27% -12,23%
49 Metzler International Growth 62M€ 5 21,93% 9,61% -5,02% 7,44% 12,90% -13,04% 11,65% 11,78% -13,04%
50 MS INVF Global Advantage Fund 62M€ 5 23,47% 11,54% -5,47% 12,94% 13,89% -14,83% 15,40% 12,49% -14,83%
51 Loomis Sayles Global Growth Equity Fund 61M€ 5 - - - - - - - - -
52 Barings Global Leaders Fund 49M€ 5 13,75% 9,02% -4,91% 5,89% 12,20% -13,64% 9,82% 11,12% -15,06%
53 Wellington Global Innovation Fd 49M€ 5 31,00% 10,96% -2,18% - - - - - -
54 Swisscanto (LU) EF Global Innov Ldrs 49M€ 6 16,39% 9,41% -5,31% 6,01% 11,88% -13,45% 10,89% 11,16% -15,72%
55 Allianz Global Equity Unconstrained 46M€ 5 22,08% 8,99% -3,61% 10,55% 11,82% -11,58% 12,97% 10,79% -11,99%
56 Robeco Global Growth Trends Equities 46M€ 5 16,40% 7,97% -2,34% 11,42% 11,76% -12,03% - - -
57 Janus Henderson Global Research Fund 44M€ 5 8,60% 8,70% -5,33% 3,70% 11,41% -17,34% 5,50% 10,60% -19,20%
58 AM Century SICAV- Conct Glbl Gr Eq L GBP 43M€ 5 22,82% 11,36% -5,03% 9,65% 13,75% -14,18% 14,23% 12,49% -14,26%
59 UBAM Global Equity Sustainable Growth 36M€ 5 17,05% 8,44% -4,08% 8,08% 12,36% -14,39% - - -
60 NB Momentum 34M€ 5 13,71% 8,99% -5,22% 3,09% 12,67% -16,36% 7,88% 11,39% -17,03%
61 AXAWF Framlington Evolving Trends 30M€ 5 17,68% 8,72% -2,78% 8,30% 12,08% -13,67% 12,68% 10,75% -14,81%
62 Garim SICAV SIF World Equity Fund 27M€ - 6,85% 6,36% -5,05% -1,72% 8,91% -19,35% 3,80% 9,81% -25,45%
63 EDM Renta Variable Internacional FI 17M€ 5 11,81% 6,84% -4,22% 5,81% 10,94% -12,14% 7,95% 10,15% -12,14%
64 Aberdeen Global Multi-Manager Wld Eq Fd 17M€ 5 -1,35% 6,35% -3,56% 2,31% 13,49% -16,06% 7,78% 11,69% -16,06%
65 Calamos Global Equity Fund 15M€ 5 5,89% 13,31% -14,82% 13,95% 13,68% -14,82% 13,80% 12,04% -14,82%
66 Aberdeen Global Smrt Bt LwVol GlEqGr Fd 14M€ 5 - - - - - - - - -
67 Davis Global Fund A 13M€ 6 18,11% 11,38% -6,54% 10,73% 13,36% -13,30% 12,47% 12,10% -16,00%
68 Merchbanc SICAV Merchfondo 10M€ 6 18,07% 28,80% -20,38% 10,85% 27,78% -30,45% - - -
69 GS Global Equity Partners ESG Portfolio 7M€ 5 12,55% 8,51% -6,14% 4,54% 12,95% -15,14% 8,86% 11,37% -16,65%
70 Artisan Global Discovery Fund 1M€ 5 - - - - - - - - -
71 ILI Carmignac Investissement EUR 1M€ - 3,57% 8,57% -5,12% 0,57% 11,57% -17,11% 5,79% 10,84% -19,59%
72 HeptagonWCM Global Equity Fund 0M€ - 19,93% 7,99% -4,63% - - - - - -

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.