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

43.744 M€

Fondos

74 416 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 5.768M€ 5 28,90% 12,91% -4,28% 20,44% 14,76% -12,76% 27,87% 14,09% -12,76%
2 Carmignac Investissement 4.457M€ 5 2,89% 7,82% -3,98% -0,24% 10,50% -18,51% 7,28% 10,14% -18,88%
3 MFS® Meridian Global Equity Fund 4.410M€ 5 1,69% 8,19% -5,97% 5,54% 11,65% -11,57% 12,18% 10,96% -11,57%
4 Capital Group New Perspective Fund (LUX) 2.595M€ 5 11,45% 9,28% -4,01% - - - - - -
5 UniFavorit: Aktien 2.533M€ 5 6,77% 8,62% -5,45% 8,05% 10,84% -9,00% 12,86% 9,91% -9,00%
6 Vontobel Global Equity 2.313M€ 5 5,90% 8,90% -5,54% 9,27% 10,56% -8,35% 13,32% 10,41% -8,35%
7 Sands Capital Global Growth 2.259M€ 7 18,76% 9,22% -2,28% 13,23% 14,27% -14,70% 18,38% 13,34% -14,78%
8 Mediolanum BB MS Glbl Selection 2.180M€ 5 10,20% 8,83% -3,86% 6,05% 10,65% -13,72% 10,43% 9,97% -13,72%
9 Wellington Global Quality Growth Fund 2.012M€ 5 15,84% 9,12% -2,88% 12,07% 11,42% -9,96% 19,82% 11,02% -9,96%
10 NN (L) Global Sustainable Equity 1.864M€ 5 7,27% 8,70% -6,12% 6,38% 11,26% -11,75% 12,21% 10,34% -11,75%
11 Threadneedle Global Select Fund 1.435M€ 5 11,05% 10,38% -6,33% 8,76% 13,56% -13,21% 13,40% 11,88% -13,21%
12 LO Funds Generation Global 1.396M€ 5 10,67% 7,89% -4,28% 13,13% 12,26% -11,45% 17,91% 10,75% -11,45%
13 BNY Mellon Long-Term Global Equity Fund 1.271M€ 5 11,02% 8,91% -3,91% 8,91% 10,53% -10,93% - - -
14 Artisan Global Opportunities Fund 1.060M€ 5 10,60% 7,31% -3,06% 11,12% 12,03% -11,70% 16,65% - -
15 MFS® Meridian Global Concentrated Fund 942M€ 5 1,32% 9,37% -7,57% 7,06% 11,98% -10,31% 13,25% 11,06% -10,31%
16 AB SICAV I Thematic Research Portfolio 726M€ 5 7,47% 7,96% -3,95% 6,35% 13,16% -16,28% 12,44% 12,12% -16,28%
17 T. Rowe Price Global Focused Gr Eq Fd 642M€ 5 16,82% 10,60% -4,57% 13,90% 14,35% -13,34% 19,75% 12,86% -13,34%
18 Triodos Sustainable Equity Fund 636M€ 5 2,21% 6,98% -4,87% 1,32% 11,24% -12,45% 10,58% 11,13% -12,45%
19 Capital Group Global Equity Fund (LUX) 593M€ 5 10,01% 7,82% -4,13% 7,39% 12,20% -14,29% 13,80% 11,04% -14,29%
20 T. Rowe Price Global Growth Equity Fund 506M€ 5 14,70% 10,00% -5,02% - - - - - -
21 Fidelity Global Focus Fund 466M€ 5 9,78% 8,25% -3,96% 7,16% 11,74% -12,00% 13,06% 10,61% -12,00%
22 DWS Global Growth 445M€ 5 10,56% 8,73% -4,86% 6,77% 11,75% -13,22% 11,60% 10,58% -13,22%
23 Threadneedle (Lux) Global Focus 440M€ 5 10,35% 9,05% -3,28% 10,08% 11,66% -10,73% 15,50% 10,88% -10,73%
24 Wellington Global Opportunities Equity 439M€ 5 7,59% 8,71% -4,32% 6,37% 12,14% -13,42% 13,89% 11,15% -13,42%
25 Fidelity Global Demographics Fund 386M€ 5 8,32% 6,62% -2,08% 7,57% 11,43% -11,29% 15,20% 10,96% -11,70%
26 F&C Responsible Global Equity 369M€ 5 11,03% 8,41% -4,24% 8,04% 11,51% -11,76% 13,53% 10,58% -11,76%
27 Franklin World Perspectives Fund 360M€ 5 5,71% 6,68% -4,27% 3,52% 11,82% -15,40% 11,23% 10,88% -15,40%
28 Carmignac Pf Investissement 350M€ 5 3,56% 7,84% -3,93% 0,27% 10,56% -18,36% 7,80% 10,14% -18,73%
29 NN (L) Global Equity Impact Opps 333M€ 5 7,08% 6,69% -4,04% 4,89% 12,65% -15,84% 10,83% 11,12% -15,84%
30 Gamax Funds Junior 317M€ 5 7,40% 9,66% -5,24% 6,32% 11,46% -10,53% 11,55% 10,48% -10,53%
31 Janus Henderson Global Equity Fund 316M€ 5 11,22% 8,10% -4,07% 10,16% - - - - -
32 Threadneedle Global Extended Alpha Fund 307M€ 5 9,51% 7,68% -3,50% 7,81% 14,46% -15,70% 14,12% 12,63% -15,70%
33 MainFirst Global Equities Fund 306M€ 6 20,38% 12,71% -4,09% 16,07% 14,10% -14,96% 20,18% 13,22% -14,96%
34 Echiquier World Equity Growth 287M€ 5 21,06% 13,02% -4,47% 12,89% 13,99% -12,79% 15,28% 12,25% -12,79%
35 Allianz Global Sustainability 247M€ 5 3,91% 9,33% -6,07% 5,57% 12,97% -13,00% 11,32% 11,19% -13,00%
36 JSS OekoSar Equity - Global 165M€ 5 14,47% 8,77% -3,00% 5,21% 11,51% -13,00% 10,40% 10,29% -13,00%
37 Allianz Global Equity 164M€ 5 8,59% 9,27% -5,08% 6,87% 13,29% -13,30% 12,23% 11,61% -13,30%
38 Deutsche Invest II Global Eq Hi Conv Fd 157M€ 5 6,55% 9,37% -7,11% 5,85% 11,84% -12,30% 11,25% 10,94% -12,30%
39 AXAWF Fram Talents Global 153M€ 5 12,62% 7,98% -2,51% 7,70% 11,89% -13,43% 14,53% 10,74% -13,43%
40 AB SICAV I Concentrated Global Eq Port 148M€ 5 13,67% 8,11% -2,02% 9,11% 12,31% -14,07% - - -
41 OYSTER World Opportunities 125M€ 5 7,20% 8,27% -5,13% 6,20% 10,90% -12,16% 12,51% 10,08% -12,16%
42 Wellington Global Select Cptl Apprec Eq 101M€ 6 11,54% 8,57% -4,30% 7,62% 13,01% -15,29% 14,47% 12,04% -15,29%
43 Vontobel mtx Sustainable Global Leaders 97M€ 5 0,68% 7,42% -6,23% -1,55% 13,25% -20,01% 10,01% 12,60% -20,01%
44 EDM Cartera FI 94M€ 5 2,52% 4,18% -3,02% 2,00% 11,40% -14,31% 7,01% 10,39% -14,31%
45 AM Century SICAV- Glbl Gr Eq I USD 89M€ 5 11,86% 9,42% -5,06% 7,68% 12,83% -13,40% 13,82% 11,81% -13,40%
46 Allianz Global Equity Insights 82M€ 5 14,72% 12,03% -6,08% 8,14% 15,03% -16,90% 17,03% 13,60% -16,90%
47 Metzler International Growth 61M€ 5 12,60% 10,55% -5,02% 6,81% 13,19% -13,04% 12,58% 11,96% -13,04%
48 Schroder ISF Global Sustainable Growth 61M€ 5 8,56% 8,85% -4,51% 7,22% 12,32% -12,23% 12,11% 11,40% -12,23%
49 Loomis Sayles Global Growth Equity Fund 59M€ 5 - - - - - - - - -
50 PrivilEdge William Blair Global Leaders 58M€ 6 18,24% 9,42% -3,16% 9,82% 12,52% -14,01% 14,59% 11,38% -14,01%
51 Swisscanto (LU) EF Global Innov Ldrs 49M€ 6 8,91% 9,18% -5,31% 4,69% 12,05% -15,72% 12,08% 11,22% -15,72%
52 Barings Global Leaders Fund 49M€ 5 5,75% 8,94% -4,91% 4,94% 12,42% -15,06% 10,26% 11,20% -15,06%
53 MS INVF Global Advantage Fund 48M€ 5 18,34% 11,58% -5,47% 12,89% 14,10% -14,83% 17,16% 12,79% -14,83%
54 AM Century SICAV- Conct Glbl Gr Eq L GBP 45M€ 5 16,24% 11,35% -5,03% 9,64% 13,94% -14,18% 15,07% 12,65% -14,26%
55 Robeco Global Growth Trends Equities 44M€ 5 10,08% 7,26% -2,34% 8,58% 11,73% -13,90% - - -
56 Janus Henderson Global Research Fund 43M€ 5 8,57% 8,25% -5,33% 2,19% 11,45% -19,20% 6,93% 10,85% -19,20%
57 Allianz Global Equity Unconstrained 42M€ 5 13,90% 9,20% -3,61% 9,99% 12,27% -11,99% 14,05% 10,96% -11,99%
58 Franklin Global Growth and Value Fund 39M€ 5 23,40% 8,32% -3,63% 10,21% 12,86% -16,13% 12,62% 11,01% -16,13%
59 NB Momentum 33M€ 5 8,03% 9,06% -5,22% 2,50% 12,82% -17,03% 9,50% 11,63% -17,03%
60 Wellington Global Innovation Fd 27M€ 5 22,06% 11,02% -2,18% - - - - - -
61 Garim SICAV SIF World Equity Fund 27M€ - 5,64% 6,85% -5,05% -2,75% 9,21% -22,57% 2,99% 10,03% -25,45%
62 AXAWF Fram Global 23M€ 5 11,03% 8,80% -3,02% 5,90% 12,20% -15,71% 12,51% 10,88% -15,71%
63 EDM Renta Variable Internacional FI 18M€ 5 8,30% 6,91% -4,22% 5,39% 11,17% -12,14% 9,43% - -
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 15,38% 11,37% -6,54% 9,19% 13,69% -16,00% 14,55% 12,17% -16,00%
68 Merchbanc SICAV Merchfondo 10M€ 6 17,02% 27,89% -20,38% 9,85% 27,67% -30,45% - - -
69 GS Global Equity Partners ESG Portfolio 6M€ 5 5,18% 8,85% -6,14% 3,31% 13,19% -16,65% 9,76% 11,63% -16,65%
70 Mirae Asset Global Great Cnsmr Eq Fd 4M€ 6 18,21% 9,79% -6,77% - - - - - -
71 Henderson Horizon World Select Fund 4M€ 5 10,11% 7,65% -10,07% 7,98% 12,29% -15,38% 9,28% 10,83% -15,38%
72 Artisan Global Discovery Fund 1M€ 5 - - - - - - - - -
73 ILI Carmignac Investissement EUR 1M€ - 2,25% 8,93% -5,12% -0,09% 11,83% -19,59% 6,91% 11,30% -19,59%
74 HeptagonWCM Global Equity Fund 0M€ - 9,23% 8,61% -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.