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

27.581 M€

Fondos

65 329 clases

Gestoras

Riesgo

Rentabilidades de los fondos

Rentabilidad anualizada


Listado de todos los fondos

Rentabilidad anualizada

# Fondo Patrimonio Riesgo Rentabilidad Volatilidad DrawDown
1 MFS® Meridian Global Equity Fund 5.069M€ 5 13,00% 7,42% -3,80% 13,90% 12,40% -11,57% 14,22% 10,93% -11,57%
2 Carmignac Investissement 4.872M€ 5 7,10% 4,77% -1,68% 6,06% 11,34% -18,88% 6,88% 9,79% -18,88%
3 Vontobel Global Equity 2.124M€ 5 13,30% 6,69% -3,57% 14,49% 11,38% -8,35% 12,43% 10,13% -8,35%
4 Sands Capital Global Growth 1.939M€ 7 15,52% 6,61% -2,46% 15,52% 14,39% -14,78% 15,67% 12,95% -14,78%
5 Capital Group New Perspective Fund (LUX) 1.544M€ 5 15,85% 5,08% -1,15% - - - - - -
6 Threadneedle Global Select Fund 1.353M€ 5 13,49% 5,64% -2,81% 14,60% 14,45% -14,22% 13,40% 12,20% -14,22%
7 BNY Mellon Long-Term Global Equity Fund 1.235M€ 5 10,63% 6,16% -3,91% 13,07% 10,52% -10,93% - - -
8 LO Funds Generation Global 1.225M€ 5 19,26% 6,62% -2,13% 20,00% 12,75% -11,45% 18,52% 10,91% -11,45%
9 Wellington Global Quality Growth Fund 1.051M€ 5 14,18% 5,31% -0,54% 18,67% 12,04% -9,96% 19,25% 10,88% -9,96%
10 MFS® Meridian Global Concentrated Fund 1.003M€ 5 12,41% 6,57% -3,07% 15,45% 12,46% -10,31% 15,73% 10,85% -10,31%
11 AB SICAV I Thematic Research Portfolio 812M€ 5 15,00% 6,17% -1,47% 12,82% 13,78% -16,28% 12,05% 12,06% -16,28%
12 Artisan Global Opportunities Fund 739M€ 5 12,10% 5,31% -1,19% 16,98% 12,68% -11,70% - - -
13 Capital Group Global Equity Fund (LUX) 571M€ 5 14,68% 6,24% -1,65% 13,44% 12,49% -14,29% 14,07% 11,03% -14,29%
14 Triodos Sustainable Equity Fund 561M€ 5 9,90% 6,46% -3,37% 11,29% 12,80% -12,45% 11,55% 11,10% -12,45%
15 Carmignac Pf Investissement 496M€ 5 7,03% 4,83% -1,78% 6,00% 11,33% -18,89% 6,84% 9,78% -18,89%
16 Wellington Global Opportunities Equity 452M€ 5 13,62% 6,48% -3,22% 14,01% 12,69% -13,42% 14,90% 10,95% -13,42%
17 T. Rowe Price Global Growth Equity Fund 428M€ 5 16,85% 5,26% -0,77% - - - - - -
18 DWS Global Growth 426M€ 5 10,52% 5,83% -2,94% 10,77% 11,91% -13,22% 10,16% 10,32% -13,22%
19 Fidelity Global Focus Fund 393M€ 5 11,86% 6,85% -3,21% 13,07% 12,29% -12,00% 12,25% 10,42% -12,00%
20 T. Rowe Price Global Focused Gr Eq Fd 377M€ 5 15,43% 6,50% -3,07% 17,96% 14,36% -13,34% 17,91% 12,58% -13,34%
21 Threadneedle (Lux) Global Focus 355M€ 5 11,25% 7,15% -2,51% 15,08% 12,09% -10,73% 14,90% 10,70% -10,73%
22 NN (L) Global Equity Impact Opps 294M€ 5 16,46% 7,04% -1,18% 10,50% 13,13% -15,84% 10,52% 10,97% -15,84%
23 F&C Responsible Global Equity 285M€ 5 13,67% 6,90% -1,55% 14,66% 12,18% -11,74% 13,65% 10,38% -11,74%
24 Allianz Global Sustainability 268M€ 5 12,98% 6,14% -4,19% 12,54% 13,06% -13,00% 12,04% 10,88% -13,00%
25 Threadneedle Global Extended Alpha Fund 267M€ 5 12,40% 6,09% -3,50% 14,69% 14,96% -15,70% 14,74% 12,65% -15,70%
26 Henderson Gartmore Global Growth Fund 252M€ 5 16,42% 6,88% -2,11% - - - - - -
27 Franklin World Perspectives Fund 244M€ 5 8,55% 7,13% -4,89% 11,75% 12,77% -14,97% 12,40% 10,90% -14,97%
28 Fidelity Global Demographics Fund 200M€ 5 11,49% 7,35% -3,64% 14,06% 12,79% -11,70% 14,70% 11,10% -11,70%
29 Gamax Funds Junior 180M€ 5 8,26% 5,61% -4,61% 11,56% 11,74% -10,53% 10,71% 10,15% -10,53%
30 Deutsche Invest II Global Eq Hi Conv Fd 150M€ 5 10,78% 8,98% -3,22% 10,94% 11,90% -12,30% - - -
31 MainFirst Global Equities Fund 147M€ 6 33,89% 9,89% -3,92% 22,97% 14,20% -14,96% - - -
32 AB SICAV I Concentrated Global Eq Port 141M€ 5 17,83% 7,01% -2,02% 15,30% 13,17% -14,07% - - -
33 Echiquier Global 141M€ 5 15,61% 6,37% -2,84% 16,02% 13,30% -12,79% 12,12% 11,25% -12,79%
34 OYSTER World Opportunities 139M€ 5 10,06% 6,78% -4,17% 12,23% 11,38% -12,32% 12,55% 9,95% -12,32%
35 Allianz Global Equity 137M€ 5 13,96% 6,55% -2,80% 13,05% 13,51% -13,30% 12,34% 11,44% -13,30%
36 Vontobel mtx Sustainable Global Leaders 129M€ 5 11,76% 6,99% -2,07% 7,48% 14,61% -20,01% - - -
37 JSS OekoSar Equity - Global 116M€ 5 10,12% 5,71% -3,10% 7,57% 11,51% -13,00% 8,15% 10,14% -13,00%
38 Merchfondo FI 83M€ 6 33,48% 19,90% -5,27% 11,03% 23,09% -28,44% 18,60% 19,51% -28,44%
39 EDM Cartera FI 81M€ 7 10,17% 4,69% -1,48% 6,88% 12,10% -14,31% 7,51% 10,38% -14,31%
40 Allianz Global Equity Insights 73M€ 5 9,53% 7,87% -6,78% 13,13% 15,09% -16,90% 17,26% 13,72% -16,90%
41 JSS Sustainable Equity - Global 57M€ 5 10,48% 9,47% -6,68% 8,30% 11,82% -13,91% 8,95% 10,22% -13,91%
42 Franklin Global Growth Fund 55M€ 5 15,89% 8,04% -3,61% 13,01% 13,54% -14,15% 11,67% 11,74% -14,15%
43 Schroder ISF Global Demographic Opps 52M€ 5 14,29% 5,62% -1,85% 13,37% 12,77% -12,23% 12,15% 11,24% -12,23%
44 Baring Global Leaders Fund 49M€ 5 12,52% 6,63% -3,76% 12,25% 12,87% -15,06% 9,34% 11,11% -15,06%
45 Wellington Global Select Cptl Apprec Eq 46M€ 6 11,66% 5,65% -2,62% 13,45% 13,61% -15,29% 15,22% 12,07% -15,29%
46 PrivilEdge William Blair Global Leaders 45M€ 5 11,60% 5,64% -2,63% 13,42% 12,92% -14,01% 12,24% 11,06% -14,01%
47 Metzler International Growth 44M€ 5 10,51% 6,95% -4,01% 11,30% 13,48% -13,04% 10,95% 11,64% -13,04%
48 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%
49 Robeco Global Growth Trends Equities 38M€ 5 19,21% 6,11% -1,24% 14,71% 12,12% -14,09% - - -
50 Argos Funds - World Opportunities 32M€ 6 14,95% 5,82% -0,91% 11,58% 14,61% -18,37% 11,16% 13,20% -18,37%
51 NB Momentum 28M€ 6 13,95% 8,40% -4,08% 8,91% 13,11% -17,03% 8,85% 11,28% -17,03%
52 Garim SICAV SIF World Equity Fund 26M€ - 9,65% 4,40% -2,12% 0,17% 10,71% -25,45% 4,50% 9,96% -25,45%
53 Aberdeen Global Multi-Manager Wld Eq Fd 17M€ 5 11,74% 5,95% -3,56% 9,39% 13,78% -16,06% 9,37% 11,66% -16,06%
54 Mirae Asset Global Great Cnsmr Eq Fd 16M€ 6 18,21% 9,79% -6,77% - - - - - -
55 Davis Global Fund A 13M€ 6 16,62% 9,20% -1,44% 13,46% 13,28% -16,00% 14,84% 11,65% -16,00%
56 EDM Renta Variable Internacional FI 13M€ 6 16,95% 5,47% -1,33% 8,82% 11,44% -12,14% - - -
57 Loomis Sayles Global Growth Equity Fund 11M€ - - - - - - - - - -
58 Merchbanc SICAV Merchfondo 10M€ 6 34,28% 17,42% -6,33% - - - - - -
59 Wellington Global Innovation Fd 9M€ 5 - - - - - - - - -
60 Acacia Premium FI 8M€ 7 13,32% 6,75% -3,41% 13,42% 14,27% -15,30% 13,88% 12,30% -15,30%
61 Allianz Global Equity Unconstrained 7M€ 5 15,99% 6,80% -3,02% 14,53% 12,48% -11,99% 12,57% 10,65% -11,99%
62 GS Global Equity Partners ESG Portfolio 4M€ 5 10,31% 7,53% -2,98% 8,92% 13,21% -16,68% 9,90% 11,46% -16,68%
63 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%
64 ILI Carmignac Investissement EUR 1M€ - 6,86% 6,24% -2,58% 5,73% 12,56% -19,59% 6,36% 11,01% -19,59%
65 HeptagonWCM Global Equity Fund 0M€ - - - - - - - - - -

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.