50 minute read
Ranking Selo FundsPeople
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
ASIA FIXED INCOME
Schroder ISF Asian LclCcy Bd C Acc USD DABC 3,59 5,41 -2,71 6,66 USD Chow Yang Ang, Julia Ho DWS Invest Asian Bonds USD IC DABC 5,95 4,83 -6,20 9,12 USD Osvaldo Kwan, Henry Wong Eurizon Bond Aggregate RMB Z EUR Acc DABC 4,26 -0,55 6,31 EUR -
EMERGING MARKETS FIXED INCOME
MFS Meridian Emerging Mkts Dbt A2 USD DABC 7,46 11,96 -6,59 16,49 USD Ward Brown, Matthew W. Ryan Jupiter Glbl Em Mkt Crp Bd I USD Acc DABC 7,11 -3,02 9,64 USD Alejandro Arevalo GS EM Corp Bd I Acc USD DABC 4,98 6,64 -4,60 10,21 USD Angus Bell GS Em Mkts Dbt Base Acc USD DABC 4,61 6,37 -8,74 21,49 USD Angus Bell AS SICAV I Frntr Mkts Bd X Acc USD DABC 7,10 5,84 -6,03 12,31 USD — AS SICAV I EM Corp Bd X Acc USD DABC 5,02 5,72 -6,92 11,48 USD — Jupiter Global EM Sht Dur Bd I USD Acc DABC 5,64 -4,58 8,32 USD Alejandro Arevalo Nordea 1 - Emerging Mkt Debt TR BC EUR DABC 5,29 -6,10 7,49 EUR Ida Andreasen, Thede Rüst, Anna Tandstad Ege PIMCO GIS Em Mkts Bd Instl USD Acc DABC 5,24 5,21 -7,37 10,13 USD Javier Romo, Pramol Dhawan, Michael A. Gomez PIMCO GIS Em Mkts Bd ESG Ins USD Acc DABC 4,58 5,11 -7,43 9,78 USD Javier Romo, Yacov Arnopolin, Pramol Dhawan JPM Emerg Mkts Corp Bd A (acc) USD DABC 3,59 4,87 -3,32 8,98 USD Pierre-Yves Bareau, Scott D. McKee MS INVF Emerging Mkts Corp Debt Z DABC 4,41 4,64 -6,50 11,08 USD Warren Mar, Jens Nystedt, Sahil Tandon, Budi Suharto, Neuberger Berman Shrt DurEM DbtUSD I Acc DABC 2,03 4,38 -6,03 7,69 USD Bart van der Made, Nish Popat, Jennifer Gorgoll Neuberger Berman EM DbtHrdCcy USD I C DABC 4,73 4,19 -7,89 11,03 USD Rob Drijkoningen, Gorky Urquieta, Bart van der Made, Mike Reyes Pictet-Short Term Em Corp Bds I USD DABC 1,67 4,14 -5,99 6,18 USD Luke Chua, Alain Nsiona Defi se Candriam Sst Bd Em Mkts R $ Acc DABC 4,07 -8,59 8,49 USD Magda Branet, Diliana Deltcheva, Christopher Mey M&G (Lux) Em Mkts Bd C USD Acc DABC 4,85 4,06 -6,25 11,71 USD Claudia Calich JPM Emerg Mkts Inv Grd Bd A (acc) EURH DABC 3,11 3,50 1,90 7,00 EUR Pierre-Yves Bareau, Emil Babayev, Scott D. McKee Nordea 1 - Emerging Market Bond BP EUR DABC 3,45 3,17 -9,65 13,52 EUR Cathy L. Hepworth Vontobel Emerging Mkts Dbt I USD DABC 5,02 2,90 -9,46 14,09 USD Wouter Van Overfelt, Luc D’hooge Amundi Fds Em Mkts Bd C EUR C DABC 2,73 2,55 -7,25 13,75 EUR Ray Jian, Yerlan Syzdykov Muzinich EmergingMktsShrtDur HEUR Acc S DABC 2,58 2,23 3,92 7,18 EUR Warren Hyland NN (L) Em Mkts Corp Dbt X Cap EUR H i DABC 4,13 2,17 2,41 9,45 EUR Joep Huntjens, Martijn Kleiberg Schroder ISF EM Dbt Abs Rt I Acc USD DABC 2,60 2,08 -3,00 5,68 USD Abdallah Guezour Capital Group EM Lcl Ccy Dbt(LUX) Z DABC 3,53 1,27 -6,21 11,10 USD Luis Freitas de Oliveira, Kirstie Spence, Robert H. Neithart T. Rowe Price Em Lcl Mkts Bd I USD DABC 3,90 0,81 -4,15 11,32 USD Andrew J. Keirle Epsilon Fund Emerg Bd Ttl Ret I EUR Acc DABC 1,13 0,75 2,06 3,57 EUR Luca Sibani Ninety One GSF EM Lcl Ccy Dbt I Acc EUR DABC 3,13 0,36 -4,64 11,63 EUR Antoon de Klerk, Werner Gey van Pittius GAM Multibond Local Emerging Bond USD C DABC 3,21 0,26 -5,27 11,06 USD Paul McNamara BGF Emerging Markets Lcl Ccy Bd A2 DABC 1,97 -2,06 -6,98 12,62 USD Sergio Trigo Paz, Michal Wozniak, Laurent Develay Ninety One GSF EM LclCcyTlRtDt S AccEUR DABC -3,12 EUR Antoon de Klerk, André Roux
EUROPE FIXED INCOME
Carmignac Pf Credit A EUR Acc DABC 11,00 11,09 10,70 EUR Pierre Verlé, Alexandre Deneuville NB Obrigações Europa FIMAO DABC 7,24 6,53 4,35 8,52 EUR Vasco Teles NB Euro Bond DABC 6,79 6,49 1,42 8,50 EUR Vasco Teles BNP Paribas Euro High Yld Bd I C DABC 5,46 4,64 7,37 9,00 EUR Olivier Monnoyeur, Gilles Caraguel BlueBay Inv Grd Euro Aggt Bd I EUR DABC 4,52 4,43 3,25 4,65 EUR Kaspar Hense, Mark Dowding Candriam Bds Euro High Yld R EUR Cap DABC 5,48 4,37 6,81 6,58 EUR Nicolas Jullien, Thomas Joret, Philippe Noyard Schroder ISF EURO Corp Bd I Acc EUR DABC 5,02 4,30 3,95 6,30 EUR Patrick Vogel BlueBay Inv Grd Euro Govt Bd I EUR Acc DABC 3,94 4,18 0,77 4,41 EUR Kaspar Hense, Mark Dowding BlueBay High Yield Bond R EUR DABC 5,22 4,12 7,09 8,73 EUR Justin Jewell, Rajat Mittal Lazard Credit Fi SRI PVC EUR DABC 6,19 4,09 5,48 9,43 EUR François Lavier Schroder ISF EURO Crdt Convct C Acc EUR DABC 5,39 4,07 4,29 7,13 EUR Patrick Vogel Carmignac Pf Flexible Bond F EUR Acc DABC 2,94 4,05 9,08 5,21 EUR Guillaume Rigeade, Eliezer Ben Zimra Nordea 1 - European Fincl Dbt BI EUR DABC 7,18 4,02 3,74 10,91 EUR Jacob Topp Allianz Euro Credit SRI IT EUR DABC 4,00 3,85 3,00 7,42 EUR Hervé Dejonghe, Laetitia Talavera-Dausse Fidelity European Hi Yld Y-EUR DABC 5,75 3,69 4,66 10,46 EUR Peter Khan, Andrei Gorodilov, James Durance Franklin European Ttl Ret W(acc)EUR DABC 3,01 3,66 3,59 4,79 EUR Sonal Desai, Rod MacPhee, John W. Beck, David Zahn Eurizon Bond Aggregate EUR Z EUR Acc DABC 3,63 1,48 4,56 EUR JPM EU Government Bond C (acc) EUR DABC 2,29 3,61 -0,11 4,25 EUR Iain T. Stealey, Séamus Mac Góráin MS INVF Euro Strategic Bond I DABC 3,60 3,52 1,37 4,95 EUR Marco Spaltro, Richard Class, Richard Ford, Leon Grenyer Schroder ISF EURO Bond I Acc EUR DABC 3,02 3,51 1,29 4,35 EUR James Ringer, Paul Grainger BlueBay Investment Grade Bd B EUR DABC 3,50 3,39 3,80 6,00 EUR Andrzej Skiba, Thomas Moulds, Marc Stacey T. Rowe Price Euro Corp Bd Z EUR DABC 3,73 3,38 2,49 5,55 EUR David X Stanley NN (L) Green Bond I Cap EUR DABC 3,35 -1,04 5,30 EUR Alfred Meinema, Bram Bos, Jovita Razauskaite Nordea 1 - European High Yld Bd BI EUR DABC 5,37 3,34 4,12 9,67 EUR Torben Skødeberg, Laust Johnsen, René Kallestrup, Mikkel Sckerl, Muzinich Europeyield HEUR Acc S DABC 5,39 3,34 3,33 9,72 EUR Thomas Samson PIMCO GIS Euro Bond Instl EUR Acc DABC 3,00 3,33 0,23 4,06 EUR Andrew Thomas Balls, Lorenzo Pagani, Andrew Bosomworth Threadneedle (Lux) European Strat Bd AE DABC 2,52 3,28 5,07 5,16 EUR Ryan Staszewski DWS Invest Euro-Gov Bonds FC DABC 2,23 3,22 -0,78 4,64 EUR Moritz Rieper, Ernest Maul, Jakob Fink, Ulrich Willeitner, ODDO BHF Euro High Yield Bond CI-EUR DABC 4,79 3,17 5,62 8,17 EUR Janis HECK, Frauke Wolkewitz, Alexis Renault Janus Henderson Hrzn Euro Corp Bd I2 EUR DABC 3,43 3,14 2,52 5,27 EUR Thomas Ross, Tim Winstone Vanguard € Govt Bd Idx € Acc DABC 1,83 3,07 -0,64 3,92 EUR — Invesco Euro Corporate Bond C EUR Acc DABC 3,30 2,85 1,91 5,67 EUR Julien Eberhardt, Tom Hemmant, Paul Read DWS Invest Euro Corporate Bds FC DABC 3,35 2,82 1,96 6,09 EUR Oliver Krenn, Karsten Rosenkilde MS INVF Euro Bond I DABC 2,07 2,73 -0,42 3,41 EUR Marco Spaltro, Richard Class, Richard Ford, Leon Grenyer BNP Paribas Euro Government Bd Privl C DABC 1,67 2,72 -1,03 4,17 EUR Cedric Scholtes, Alberto Talero MS INVF Euro Corporate Bond I DABC 3,72 2,63 2,40 6,14 EUR Dipen Patel, Richard Ford, Leon Grenyer Vanguard €z Infl -Lnkd Bd Idx € Acc DABC 2,61 2,58 1,53 5,86 EUR — Robeco Euro Credit Bonds FH € DABC 2,95 2,58 2,07 5,42 EUR Victor Verberk PIMCO GIS Euro Credit Instl EUR Acc DABC 2,88 2,48 -0,23 5,14 EUR Eve Lagrellette Tournier, Andreas Berndt Vontobel EUR Corp Bd Mid Yld B EUR DABC 2,91 2,46 1,38 7,01 EUR Mondher Bettaieb, Claudia Wyss
FUNDO SELO RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
Nordea 1 - European Covered Bond BP EUR DABC 2,24 2,45 0,15 2,21 EUR Henrik Stille BGF Euro Bond A2 DABC 1,88 2,37 -0,36 4,28 EUR Michael Krautzberger, Ronald van Loon SLI European Corporate Bd D Acc EUR DABC 2,76 2,33 1,03 5,77 EUR Felix Freund, Craig MacDonald Franklin European Corp Bd I(acc)EUR DABC 2,97 2,32 1,51 4,99 EUR Marc Kremer, Emmanuel Teissier, David Zahn PIMCO GIS Euro Income Bond Instl EUR Acc DABC 4,30 2,29 2,29 5,41 EUR Ketish Pothalingam, Eve Lagrellette Tournier, Alfred T. Murata Caixa Obrigações LP FIMAO DABC 1,47 2,26 -1,53 3,75 EUR Joel Carvalheira NN (L) Euro Fixed Income P Cap EUR DABC 1,23 2,25 -1,11 4,52 EUR Hans van Zwol, Jaco Rouw, Sylvain De Ruijter SLI European Corporate Bd SRI D Acc EUR DABC 2,63 2,22 0,91 6,10 EUR Josef Helmes BGF Euro Corporate Bond A2 DABC 2,67 2,21 1,15 5,20 EUR Jozef Prokes, Tom Mondelaers Vanguard SRI € Invm Grd Bd Idx € Acc DABC 2,01 0,11 3,96 EUR Amundi Fds Euro Corp Bd I EUR C DABC 2,96 1,87 0,35 6,72 EUR Alexandra Van Gyseghem, Hervé Boiral M&G (Lux) Euro Corp Bd CI EUR Acc DABC 2,79 1,84 0,87 5,29 EUR Stefan Isaacs EdRF Bond Allocation A EUR Acc DABC 3,21 1,59 4,38 5,26 EUR Julien Tisserand, Nicolas Leprince Caixagest Oportunidades FIAMA DABC 3,00 1,52 -0,14 3,17 EUR — NB Corporate Euro A DABC 2,29 1,50 2,35 6,01 EUR Hugo Custódio Nordea 1 - Low Dur Eurp Cov Bd BI EUR DABC 1,16 1,29 1,04 EUR Henrik Stille AXAIMFIIS Europe Short Dur HY A Cap EUR DABC 2,07 1,16 1,53 7,59 EUR Yves Berger, James Gledhill Carmignac Pf Sécurité F EUR Acc DABC 1,21 1,09 2,80 9,92 EUR Marie-Anne Allier Evli Short Corporate Bond B DABC 1,49 1,01 1,20 4,99 EUR Juhamatti Pukka Fidelity Euro Short Term Bond Y-Acc-EUR DABC 1,08 0,98 1,87 1,97 EUR Rick Patel, Ario Emami Nejad ODDO BHF Euro Credit Short Dur DP-EUR DABC 1,42 0,72 1,54 4,64 EUR Haiyan Ding, Alexis Renault Invesco Euro Short Term Bond C EUR Acc DABC 0,76 0,42 0,79 2,10 EUR Luke Greenwood, Lyndon Man Pictet-EUR Short Term Corp Bds I DABC 0,69 0,31 0,79 2,71 EUR Jon Mawby, Mathieu Magnin, Charles-Antoine Bory Allianz Advcd Fxd Inc S/D W EUR DABC 0,39 0,30 0,29 1,77 EUR Ralf Jülichmanns, Maxence-Louis Mormede GS ESG Enh Euro Shrt Du Bd Plus I Acc € DABC 0,62 0,29 0,19 2,14 EUR Richard Mulley, Jacqueline Leary AXAWF Euro Credit Short Dur I Cap EUR DABC 0,53 0,28 0,33 2,38 EUR Anne Velot, Thomas Coudert, Boutaina Deixonne IMGA Rendimento Semestral FIMA DABC 0,83 0,18 0,36 3,56 EUR Aitor Zubeldia, Ana Aguiar BNP Paribas Enhanced Bond 6M I C DABC 0,43 0,16 1,22 2,71 EUR Fadi Berbari, Eric Plantier BNP Paribas Euro Medium Term Bd C C DABC 0,09 0,13 -0,27 1,89 EUR Arnaud-Guilhem Lamy, Eric Plantier DWS Invest ESG Euro Bonds (Short) FC DABC 0,40 0,11 0,90 1,93 EUR Carsten Weins, Daniel Kittler IMGA Rendimento Mais FIMA DABC 1,21 0,05 -0,04 4,33 EUR Duarte José, Ana Aguiar
AB Sustainable Global Thematic e AB Sustainable US Thematic AB Sustainable Global Thematic y AB Sustainable
US Thematic são dois fundos temáticos sustentáveis, sendo o primeiro global e o segundo focado nos E.U.A.. O objetivo destes fundos é o de contribuir para o atingimento dos Objetivos de Desenvolvimento Sustentável (ODS) das Nações Unidas. Para isso, a equipa escolhe unicamente empresas cujos produtos e serviços permitam atingir um ou vários desses objetivos, como por exemplo: + Objetivo n°3: saúde e bem-estar + Objetivo nº7: energia limpa e económica + Objetivo nº12: consumo e produção responsáveis Com a nossa abordagem pretendemos combinar desenvolvimento sustentável e retorno do investimento.
Para obter mais informações sobre os fundos AB Sustainable Thematic e sobre os Objetivos de Desenvolvimento Sustentável (ODS) das Nações Unidas,
Visita www.alliancebernstein.com/go/sostenible
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
IMGA Euro Taxa Variável FIMA
DABC 0,33 -0,05 0,15 2,65 EUR Aitor Zubeldia, Ana Aguiar DWS Floating Rate Notes LC DABC 0,06 -0,25 -0,25 2,38 EUR Torsten Haas, Christian Reiter Allianz Enhanced Shrt Trm Euro I13 EUR DABC -0,20 -0,25 -0,14 0,47 EUR Klaus Kusber, Lars Dahlhoff , Florian Urbschat MS INVF Short Maturity Euro Bond I DABC 0,14 -0,25 -0,09 1,50 EUR Sarah Singh, Richard Class, Dipen Patel, Richard Ford, Leon Grenyer JPM Euro Govt Short Dur Bd A (acc) EUR DABC -0,30 -0,27 -0,63 0,82 EUR Iain T. Stealey, Séamus Mac Góráin Allianz Euro Oblig Court Terme ISR I C/D DABC -0,15 -0,27 -0,22 0,89 EUR Ali Ozenici, Vincent Tarantino Allianz Floating Rate Notes+ I EUR DABC -0,08 -0,28 -0,15 1,01 EUR Ali Ozenici, Guillaume Zilliox, Vincent Tarantino BGF Euro Short Duration Bond A2 EUR DABC 0,03 -0,34 0,13 1,94 EUR Christopher Allen, Jozef Prokes, Michael Krautzberger UBAM Dynamic Euro Bond AC EUR DABC -0,23 -0,49 -0,27 2,25 EUR Philippe Gräub MS INVF Euro Corporate Bd - Dur Hgd Z DABC 4,66 EUR Dipen Patel, Richard Ford, Leon Grenyer UBAM Euro Corporate IG Solution IC EUR DABC -0,28 EUR Philippe Graub
FIXED INCOME MISCELLANEOUS
PIMCO GIS Capital Scs Instl USD Acc DABC 6,19 6,28 -2,99 11,18 USD Philippe Bodereau, Matthieu Loriferne, Michael Bogecho GAM Star MBS Total Return Instl USD Acc DABC 1,54 2,92 -7,73 11,89 USD Tom J. Mansley
GLOBAL FIXED INCOME
Vanguard Global Credit Bond Ins USDH Acc DABC 8,29 -3,33 7,31 USD Legg Mason BW Glb Inc Opt A USD Acc DABC 4,79 7,67 0,00 6,61 USD Anujeet S. Sareen, Jack P. McIntyre, Brian L. Kloss, Tracy Chen PIMCO GIS Divers Inc Instl USD Acc DABC 5,37 6,71 -5,28 7,49 USD Eve Lagrellette Tournier, Alfred T. Murata, Sonali Pier, T. Rowe Price Glb HY Bd Z USD DABC 6,10 6,28 -3,01 9,70 USD Michael Della Vedova, Rodney M. Rayburn PIMCO GIS Glb Hi Yld Bd Instl USD Acc DABC 5,09 6,01 -3,60 8,25 USD Sonali Pier, David Forgash, Andrew Jessop SKY Harbor Global Sust HY A USD Acc DABC 5,85 5,87 -1,19 7,99 USD Hannah H. Strasser Candriam Bds Global Hi Yld R EUR Cap DABC 5,85 5,86 9,95 5,79 EUR Nicolas Jullien, Thomas Joret, JC Tamavakis, Philippe Noyard MFS Meridian Global Oppc Bd I1 USD DABC 5,86 -7,46 6,45 USD David P. Cole, Ward Brown, Joshua P. Marston, Robert Spector, JPM Global Corp Bd A (acc) USD DABC 2,73 5,70 -7,21 7,37 USD Lorenzo Napolitano, Andreas Michalitsianos, Usman Naeem, M&G (Lux) Global HY ESG Bd L USD Acc DABC 5,69 -4,63 9,25 USD Stefan Isaacs, James Tomlins T. Rowe Price Glb High Inc Bd I USD DABC 6,19 5,67 -4,87 12,02 USD Michael Della Vedova, Mark J. Vaselkiv PIMCO GIS Income Institutional USD Acc DABC 4,02 5,62 -3,41 6,78 USD Alfred T. Murata, Daniel J. Ivascyn, Joshua Anderson PIMCO GIS GlInGd Crdt Instl USD Inc DABC 3,24 5,58 2,27 15,91 USD Jelle Brons, Mohit Mittal, Mark R. Kiesel FvS Bond Opportunities IT DABC 6,08 5,54 5,35 6,41 EUR Frank Lipowski PIMCO GIS Glb Bd Instl USD Acc DABC 2,55 5,41 -6,51 6,05 USD Andrew Thomas Balls, Lorenzo Pagani, Sachin Gupta GS Glbl Hi Yld Base Inc USD DABC 4,81 5,19 -3,93 55,57 USD Robert Magnuson GS Global Fixed Income R Acc USD DABC 2,21 5,08 -3,73 13,09 USD Hugh Briscoe Vanguard Glb Bd Idx $ H Acc DABC 1,29 4,94 -9,10 6,56 USD — Muzinich Global Tact Crdt HUSD Acc R DABC 1,95 4,92 -5,11 6,75 USD Michael L. McEachern Fidelity Global Bond A-Dis-USD DABC 2,22 4,92 -3,50 4,99 USD Rick Patel, Ario Emami Nejad BGF Global High Yield Bond C1 USD DABC 4,01 4,71 -3,47 8,77 USD James Keenan, David Delbos, Mitchell S. Garfi n, Jose Aguilar, MS INVF Global Fixed Income Opps Z DABC 3,57 4,69 -6,90 7,62 EUR James Caron, Utkarsh Sharma, Christian G. Roth, Candriam Sst Bd Glbl HiYld I € Acc DABC 4,67 7,53 5,18 EUR Nicolas Jullien, Thomas Joret, JC Tamavakis, Philippe Noyard UBAM Global High Yield Solution AC USD DABC 3,64 4,57 -6,99 7,96 USD Philippe Graub M&G (Lux) Glb Corp Bd C H EUR Acc DABC 4,83 4,42 4,28 5,82 EUR Ben Lord AXAWF Global Strategic Bds F Cap GBP H DABC 2,29 4,31 1,95 6,66 GBP Nick Hayes, Nicolas Trindade PIMCO GIS Dynamic Bd Instl Acc DABC 2,85 4,29 -3,51 5,95 USD Mohsen Fahmi, Daniel J. Ivascyn, Marc P. Seidner Muzinich Enhancedyield S-T HUSD Acc A DABC 2,11 4,27 -5,96 7,26 USD Tatjana Greil-Castro GS Global Fixed Inc (Hdg) I Inc EUR DABC 2,42 3,89 2,04 44,78 EUR Hugh Briscoe Amundi Fds Glbl Aggt Bd I USD C DABC 1,57 3,88 -8,79 7,44 USD Laurent Crosnier, Myles Bradshaw Pictet Global Sustainable Crdt HZ EUR DABC 3,11 3,79 2,39 6,51 EUR Philipp Buff , Frédéric Salmon Vontobel TwentyFour StratInc HI Hdg EUR DABC 5,47 3,75 6,92 7,18 EUR Gary Kirk, Eoin Walsh, Felipe Villarroel, Mark Holman, Jupiter Dynamic Bond I EUR Q Inc DABC 3,13 3,28 1,02 4,72 EUR Ariel Bezalel Invesco Global Inv Grd CorpBd C EURH Acc DABC 3,63 3,22 0,54 6,98 EUR Luke Greenwood, Lyndon Man Amundi Rspnb Investing Imp Gr Bds DP C DABC 3,17 0,39 4,50 EUR Alban de Faÿ Invesco Global Ttl Ret EUR Bd C EUR Acc DABC 3,54 2,97 1,79 4,32 EUR Julien Eberhardt, Jack Parker, Paul Read AXAWF Global Infl Bds I Cap EUR DABC 2,52 2,57 0,47 5,21 EUR Jonathan Baltora, Elida Rhenals T. Rowe Price Dyn Glb Bd Ih GBP DABC -0,63 2,34 8,48 5,38 GBP Arif Husain BGF Fixed Income Global Opps D2 EUR Hdg DABC 2,17 1,55 3,74 5,57 EUR Rick Rieder, Bob Miller, Aidan Doyle Fidelity Global Infl -Link Bd Y-Acc-EUR H DABC 1,13 1,44 0,89 2,49 EUR Timothy Foster, Ian Robert Fishwick Nordea 1 - Flexible Fixed Income BI EUR DABC 1,21 1,40 -0,46 1,97 EUR Søren Brogaard Lolle, Karsten Bierre, Caroline Henneberg AXAWF Global Infl Sh Dur Bds I Cap EUR H DABC 0,44 0,87 2,56 1,71 EUR Jonathan Baltora, Elida Rhenals JPM Global Strat Bd A perf (acc) EURH DABC 1,36 0,57 3,21 3,25 EUR Iain T. Stealey, Diana Kiluta Amoa, Andrew Headley, Jeff Hutz, UBAM Abs Ret Low Vol Fxd Inc IPC EUR DABC 0,43 -0,03 0,33 0,88 EUR Philippe Graub JPM Global Short Duration Bd A(acc)EURH DABC -0,42 -0,13 0,00 1,49 EUR Iain T. Stealey, Roger Hallam, Linda Raggi, Andreas Michalitsianos, Templeton Global Bond W(Mdis)USD DABC -0,20 -0,52 7,80 41,08 USD Calvin Ho, Michael J. Hasenstab Templeton Global Ttl Ret W(acc)USD DABC -0,68 -2,50 -15,38 8,95 USD Calvin Ho, Michael J. Hasenstab
LONG/SHORT CREDIT
RAM (Lux) Tactical Glb Bd Total Rtrn J DABC 1,45 1,62 2,77 2,93 EUR Clement Perette, Gilles Pradere
STERLING FIXED INCOME
Vontobel Ttfr Abs Ret Crdt HI Hdg EUR DABC 2,36 1,11 1,27 2,40 EUR Chris Bowie
US FIXED INCOME
NN (L) US Credit P Cap USD DABC 4,14 7,66 -4,74 8,00 USD Anil Katarya, Travis King Capital Group US Corp Bd (LUX) Z DABC 3,89 7,51 -5,32 7,28 USD Scott Sykes, Karen Choi Fidelity US Dollar Bond A-Dis-USD DABC 1,93 6,82 -6,31 6,78 USD Rick Patel, Ario Emami Nejad BNY Mellon US Muncpl Infras Dbt USD WAcc DABC 6,37 -9,51 7,65 USD Jeff rey Burger, Thomas C. Casey PIMCO GIS US Hi Yld Bd Instl USD Acc DABC 5,56 6,08 -2,55 8,62 USD Sonali Pier, Andrew Jessop AXAWF US High Yield Bonds I Cap USD DABC 5,91 6,08 -1,52 7,73 USD Carl Whitbeck, Michael P. Graham AXAIMFIIS US Corp Itmt Bds A USD Dis DABC 2,27 5,96 -6,12 6,95 USD Frank Olszewski, Guillaume Arnould Schroder ISF US Dllr Bd C Acc USD DABC 2,13 5,87 -5,48 6,21 USD Lisa Hornby, Neil G. Sutherland JPM Income A (acc) USD DABC 3,72 5,52 -6,43 7,99 USD J. Andrew Norelli, Andrew Headley, Thomas G. Hauser
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
PIMCO GIS Ttl Ret Bd Instl USD Acc DABC 2,07 5,51 -7,07 6,22 USD Mohit Mittal, Mark R. Kiesel, Scott A. Mather BGF US Dollar Bond A2 DABC 1,07 5,12 -7,69 6,87 USD Rick Rieder, Bob Miller Amundi Fds Pioneer US Bd A2 USD C DABC 1,77 4,92 -6,56 7,15 USD Bradley Komenda, Kenneth J. Taubes, Timothy D. Rowe Fidelity US High Yield A-Dis-USD DABC 5,08 4,90 -3,45 9,55 USD Alexandre Karam, Harley Lank UBAM Medium Term US Corporate Bd AC USD DABC 1,42 4,90 -7,31 6,67 USD Philippe Gräub AB American Income C Inc DABC 2,41 4,86 -8,27 8,28 USD Scott A. DiMaggio, Matthew S. Sheridan, Gershon M. Distenfeld, JPM US Aggregate Bond D (acc) USD DABC 0,51 4,62 -8,70 6,56 USD Richard D. Figuly, Justin Rucker GS US Mortgg Bckd Secs I Acc USD DABC 0,58 4,59 -7,34 5,99 USD — Amundi Fds Pinr Strat Inc A USD C DABC 2,27 4,58 -5,02 8,29 USD Kenneth J. Taubes, Jonathan Scott, Andrew Feltus AXAIMFIIS US Short Dur HY A Cap USD DABC 2,14 4,50 -5,38 6,41 USD Carl Whitbeck, Peter V. Vecchio Pictet-USD Short Mid-Term Bonds I DABC -0,07 3,57 -6,33 5,79 USD Jon Mawby, Mathieu Magnin, Charles-Antoine Bory Franklin US Government W(Mdis)USD DABC -0,44 3,48 -8,06 6,15 USD Neil Dhruv, Paul Varunok GS US Dollar Short Dur Bond I Acc USD DABC 3,42 -7,41 5,82 USD Richard Mulley, Jacqueline Leary JPM US Short Duration Bond A (acc) USD DABC -0,24 3,37 -6,61 5,83 USD Cary J. Fitzgerald, Toby Maczka PIMCO GIS Low Avrg Dur Instl USD Acc DABC 0,05 2,82 -8,06 5,75 USD Jerome M. Schneider, Scott A. Mather Muzinich Americayield HEUR Acc R DABC 3,63 2,59 6,41 8,83 EUR — UBAM Dynamic US Dollar Bond AC USD DABC -0,55 1,85 -9,14 6,25 USD Philippe Gräub Muzinich ShortDurationHY HEUR Acc A DABC 1,69 1,25 3,11 5,64 EUR David A. Bowen JPM Income Opp A perf (acc) EURH DABC 1,18 -0,73 0,25 2,99 EUR William H. Eigen, Jeff rey Wheeler
ASIA EQUITY
JPM Pacifi c Equity A (dist) USD DABC 17,04 13,83 33,13 15,23 USD Aisa Ogoshi, Robert Lloyd
ASIA EX-JAPAN EQUITY
MS INVF Asia Opportunity Z DABC 23,99 53,05 18,35 USD Anil Agarwal, Kristian Heugh Fidelity Asia Pacifi c Opps A-Acc-EUR DABC 17,61 17,57 37,05 18,69 EUR Anthony Srom Schroder ISF Emerging Asia I Acc EUR DABC 20,94 16,69 42,53 17,52 EUR Louisa Lo JPM Asia Growth A (acc) USD DABC 19,93 16,03 39,41 17,03 USD Joanna Kwok, Mark Davids Mirae Asset Asia Great Consumer Eq I USD DABC 15,88 14,44 31,27 15,83 USD Joohee An, Sol Ahn Schroder ISF Asian Opports I Acc USD DABC 18,99 14,06 36,23 18,28 USD Toby Hudson T. Rowe Price Asian Opp Eq I USD DABC 17,16 13,68 29,91 16,26 USD Eric C. Moff ett GS Asia Equity R Acc USD DABC 16,90 13,67 42,64 16,95 USD Sumit Mangal Fidelity Sustainable Asia Eq Y-Dis-USD DABC 16,78 13,24 33,85 16,37 USD Dhananjay Phadnis Threadneedle Asia Ins Acc GBP DABC 16,65 13,15 41,49 18,00 GBP George Gosden, Soo Nam Ng AS SICAV I Asia Pac Eq X Acc USD DABC 14,48 11,77 31,04 16,07 USD — JPM Asia Pacifi c Equity A (acc) EUR DABC 16,43 11,64 35,70 17,35 EUR Oliver R. Cox, Alice Wong, Mark Davids Schroder ISF Asian Ttl Ret C Acc USD DABC 14,33 11,60 37,01 16,21 USD Robin Parbrook, King Fuei Lee UBS (Lux) ES As Smlr Coms (USD) P-acc DABC 11,52 10,21 28,71 16,11 USD Raymond M. Wong, Projit Chatterjee, Shou-Pin Choo Mirae Asset Asia Sect Ldr Eq I USD Cap DABC 13,51 8,46 34,74 17,96 USD Rahul Chadha, Wei Wei Chua
CONSUMER GOODS & SERVICES SECTOR EQUITY
Invesco Glbl Consmr Trnds A USD Acc DABC 21,93 21,96 74,66 25,03 USD Ido Cohen, Juan R. Hartsfi eld BNP Paribas Consumer Innovtr Cl C DABC 16,38 18,64 46,35 18,45 EUR Pamela J. Woo Fidelity Global Cnsmr Inds A-Dis-EUR DABC 12,95 14,74 31,02 13,67 EUR Aneta Wynimko Pictet-Premium Brands I EUR DABC 12,57 14,33 34,84 19,22 EUR Caroline Reyl, Laurent Belloni Invesco Asia Consumer Demand C USD Acc DABC 14,83 10,06 35,19 17,32 USD Shekhar Sambhshivan, Mike Shiao, William Yuen BNP Paribas Smart Food I Cap DABC 8,55 8,29 21,41 16,19 EUR Michael Landymore
ENERGY SECTOR EQUITY
BGF Sustainable Energy D2 DABC 15,77 20,61 48,16 17,22 USD Alastair Bishop, Charlie Lilford Pictet-Clean Energy I USD DABC 16,49 19,63 47,66 20,25 USD Xavier Chollet, Christian Roessing
EQUITY MISCELLANEOUS
BNP Paribas Aqua C C DABC 12,11 11,81 19,39 17,71 EUR Bruce Jenkyn-Jones, Hubert Aarts Pictet-Water I EUR DABC 10,87 11,47 12,09 15,58 EUR Louis Veilleux, Cédric Lecamp, Peter Rawlence Pictet-Nutrition I EUR DABC 9,46 10,44 23,83 13,71 EUR Gertjan Van der Geer, Mayssa Al Midani, Alex Howson
EUROPE EMERGING MARKETS EQUITY
Schroder ISF Emerging Europe C Acc EUR DABC 12,88 3,13 5,68 26,41 EUR Mohsin Memon, Rollo Roscow
EUROPE EQUITY LARGE CAP
DNB Fund Nordic Equities retail A DABC 14,13 16,79 41,70 17,29 EUR Øyvind Fjell Threadneedle Pan Eurp Focus Ins Acc GBP DABC 9,13 14,01 20,77 14,78 GBP Frederic Jeanmaire Fidelity FAST Europe A-ACC-EUR DABC 9,83 13,82 5,89 15,07 EUR Fabio Riccelli, Karoline Rosenberg Candriam Eqs L Eurp Innovt R EUR Cap DABC 11,70 13,35 25,41 14,22 EUR Geoff roy Goenen, Antoine Hamoir BGF Continental Eurp Flex E2 EUR DABC 12,75 13,10 33,57 18,27 EUR Alister M. Hibbert, Giles Rothbarth Carmignac Pf Grande Europe F EUR Acc DABC 12,24 13,06 21,72 14,74 EUR Mark Denham Allianz Europe Equity Growth IT EUR DABC 11,55 12,22 26,97 17,62 EUR Robert Hofmann, Marcus Morris-Eyton, Thorsten Winkelmann Fidelity European Dynamic Gr A-Dis-EUR DABC 10,56 11,39 5,65 15,54 EUR Fabio Riccelli, Karoline Rosenberg AS SICAV I European Eq A Acc EUR DABC 10,64 11,25 15,68 14,64 EUR Ben Ritchie, Jonathan Allison, Sanjeet Mangat AXAWF Fram Switzerland A Cap EUR DABC 11,67 10,90 14,38 12,91 EUR Guillaume Robiolle, Hervé Mangin BSF European Opps Extension A2 EUR DABC 12,04 10,50 23,80 17,61 EUR David Tovey, Christopher Sykes Threadneedle European Sel Ins Acc GBP DABC 9,75 10,30 19,62 16,08 GBP Benjamin Moore Echiquier Positive Impact Europe A DABC 11,45 9,81 19,11 14,66 EUR Adrien Bommelaer, Luc Olivier NN (L) European Sust Eq P Cap EUR DABC 9,90 9,76 20,19 15,61 EUR Pieter Schop, Oskar Tijs, Ivo Luiten, Jeroen Bos Jupiter European Growth D EUR Acc DABC 9,71 9,72 9,91 14,74 EUR Mark Heslop, Mark Nichols BGF European Special Situations A2 DABC 9,33 9,46 19,25 16,09 EUR Stefan Gries Allianz Euroland Equity Growth IT EUR DABC 10,60 9,05 23,14 18,93 EUR Andreas Hildebrand, Darina Valkova MFS Meridian European Value A1 EUR DABC 8,24 8,44 8,75 14,30 EUR Florence Taj, Gabrielle G. Gourgey, Benjamin Tingling JPM Europe Strategic Growth C (dist) EUR DABC 10,36 8,27 17,57 15,78 EUR Ben Stapley, Michael Barakos MGI Eurozone Equity M1 EUR DABC 11,50 8,12 16,73 17,09 EUR T. Rowe Price Eurp Eq I EUR DABC 7,34 8,01 14,38 15,47 EUR Dean Tenerelli GAM Star Continental Eurp Eq GBP Acc DABC 8,34 7,80 27,43 17,71 GBP Nial Gallagher
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
Fidelity Sustainable Euroz Eq E-Acc-EUR DABC 7,30 7,76 15,86 17,36 EUR Vincent Durel UBS (Lux) EF Euro Countrs Oppo (EUR) P DABC 7,63 6,97 18,10 16,49 EUR Jeremy Leung, Maximilian Anderl Candriam Sst Eq EMU R € Acc DABC 6,90 14,51 18,75 EUR Geoff roy Goenen, Laurent Milliat Eleva UCITS Eleva Eurp Sel I EUR acc DABC 9,63 6,68 18,62 18,48 EUR Eric Bendahan MFS Meridian European Research A1 EUR DABC 6,70 5,73 6,59 14,67 EUR Gabrielle G. Gourgey HSBC GIF Euroland Growth M1C DABC 8,63 5,49 13,47 18,37 EUR Patrick Gautier, Abderrahman Belcaid EdR SICAV Euro Sustainable Eq A EUR DABC 8,30 5,45 14,03 16,56 EUR Marc Halperin, Jean-Philippe Desmartin Pictet-Quest Europe Sust Eqs I EUR DABC 6,12 5,18 9,02 16,60 EUR Laurent Nguyen Pictet-Europe Index P EUR DABC 6,72 4,86 10,68 16,94 EUR Jean−Michel Piuz, Roland Riat BGF Euro-Markets A2 DABC 7,27 4,29 19,96 19,42 EUR Andreas Zoellinger, Tom Joy DWS Aktien Strategie Deutschland IC DABC 9,86 4,13 19,85 25,53 EUR Tim Albrecht, Hansjörg Pack DWS Invest II Eurp Top Div XC DABC 6,03 3,98 9,78 15,84 EUR Stephan Werner, Marc Althaus Fidelity Germany A-Dis-EUR DABC 6,71 3,77 10,72 19,60 EUR Christian Von Engelbrechten CS (Lux) European Div Plus Eq EB EUR DABC 4,47 3,25 1,95 14,11 EUR Felix Maag, Nicola Nolè Amundi Fds Euroland Equity A EUR C DABC 6,21 3,16 12,27 20,74 EUR Fabio Di Giansante, Lorenzo Angelini Fidelity European Lgr Coms Y-Dis-EUR DABC 5,47 2,93 2,24 18,39 EUR Matt Siddle, Helen Powell Fidelity European Growth Y-Dis-EUR DABC 5,56 2,93 2,19 18,29 EUR Matt Siddle, Helen Powell JPM Euroland Equity C (dist) EUR DABC 7,81 2,79 13,73 21,04 EUR Zenah Shuhaiber, Philippa Clough, Richard Webb Janus Henderson Hrzn Euroland H2 EUR DABC 5,91 2,77 13,28 21,28 EUR Nick Sheridan Schroder ISF EURO Equity I Acc EUR DABC 7,48 2,43 12,95 20,58 EUR Martin Skanberg DWS Deutschland IC DABC 8,84 1,76 17,62 25,50 EUR Christoph Ohme, Tim Albrecht AB Eurozone Eq Ptf IX Acc DABC 7,68 1,31 7,00 21,52 EUR Tawhid Ali, Andrew Birse JPM Europe Equity Plus A perf (acc) EUR DABC 4,36 0,84 6,52 18,81 EUR Nicholas Horne, Ben Stapley, Michael Barakos M&G (Lux) Eurp Strat Val CI EUR Acc DABC 4,88 0,72 11,29 21,32 EUR Richard Halle Invesco Pan Eur StructEq C EUR Acc DABC 3,51 0,37 1,62 15,82 EUR Thorsten Paarmann, Michael Fraikin Fidelity Iberia A-Dis-EUR DABC 3,29 0,34 -2,49 18,67 EUR Fabio Riccelli, Karoline Rosenberg, Mac Elatab Amundi Fds European Eq Val M2 EUR C DABC 6,43 -0,06 8,90 24,88 EUR Andreas Wosol, Roberto Campani UBS (Lux) ES Euro Countrs Inc€ Q-acc DABC 3,04 -0,59 -1,14 15,47 EUR Ian Paczek, Patrick Zimmermann, Urs Räbsamen AB European Eq Ptf C Acc DABC 4,31 -0,81 2,86 20,41 EUR Tawhid Ali, Andrew Birse Invesco Pan European Equity A EUR Acc DABC 3,18 -1,78 6,67 22,58 EUR Tim Marshall, John Surplice, Martin Walker JPM Europe Strategic Value C (dist) EUR DABC 4,17 -2,68 5,43 24,18 EUR Ian Butler, Thomas Buckingham, Michael Barakos Fidelity Instl Eurp LargerComs R-Acc-EUR DABC 3,45 EUR Matt Siddle, Helen Powell
EUROPE EQUITY MID/SMALL CAP
Threadneedle (Lux) Pan Eurp SmCpOpps ZE DABC 13,47 12,65 30,20 19,12 EUR Philip Dicken, Mine Tezgul Candriam Eqs L Europe S&M Cp C EUR Cap DABC 12,03 29,92 19,33 EUR Geoff roy Goenen, Christian Solé Echiquier Agenor SRI Mid Cap Eurp A DABC 12,75 10,61 16,79 14,91 EUR José Berros, Guillaume Puech, Stéphanie Bobtcheff T. Rowe Price Eurp Smlr Cm Eq I EUR DABC 14,20 10,01 45,79 20,87 EUR Ben Griffi ths Oddo BHF Avenir Europe CR-EUR DABC 10,57 7,55 17,92 17,82 EUR Pascal Riegis, Sébastien Maillard, Grégory Deschamps, BNP Paribas Europe Small Cap I C DABC 8,22 6,41 11,98 19,81 EUR Fiona Wills, Damien Kohler MFS Meridian European Smlr Coms A1 EUR DABC 6,95 6,40 7,67 17,34 EUR Sandeep Mehta, Peter F. Fruzzetti Oddo BHF Avenir Euro CR-EUR DABC 9,88 4,98 16,42 19,42 EUR Pascal Riegis, Sébastien Maillard, Grégory Deschamps, BPI Portugal FIAA DABC 2,48 -2,74 3,34 18,70 EUR Pedro Maruny
FINANCIALS SECTOR EQUITY
Jupiter Financial Innovt D GBP Acc DABC 14,52 12,79 28,84 22,06 GBP Guy de Blonay
GLOBAL EMERGING MARKETS EQUITY
Threadneedle Global EM Eq Ins Acc GBP DABC 13,81 13,69 41,19 20,14 GBP Dara J. White Nordea 1 - Emerging Stars Equity BI EUR DABC 18,45 13,24 37,36 18,14 EUR Juliana Hansveden, Emily Leveille JPM Emerging Markets Equity A (dist) USD DABC 17,61 12,68 33,12 17,80 USD Leon Eidelman, Austin Forey Wellington EM Development D USD Acc UnH DABC 16,28 12,39 34,97 17,76 USD Daire T. Dunne, Simon Charles Henry Capital Group New World (LUX) Z DABC 13,22 11,59 25,34 16,00 USD Jonathan Knowles, Nicholas J. Grace, Akira Shiraishi, Wells Fargo (Lux) WF EM Eq I EUR Acc DABC 14,93 10,54 28,04 17,73 EUR Jerry Zhang, Derrick Irwin, Richard Peck Fidelity Em Mkts Y-DIST-USD DABC 14,31 10,53 34,98 18,05 USD Nick Price, Amit Goel Capital Group Em Mkts Gr (LUX) Z DABC 15,71 10,44 27,80 16,84 USD Victor D. Kohn, Chapman Taylor, Eu-Gene Cheah Candriam Sst Eq Em Mkts R € Acc DABC 16,17 10,28 39,24 17,41 EUR Philip Screve, Mohamed Lamine Saidi, Jan Boudewijns Schroder ISF Em Mkts I Acc USD DABC 16,22 9,94 30,40 17,73 USD Robert Davy, Tom Wilson GS Emerging Markets Eq Base Acc USD DABC 14,63 9,53 34,32 17,54 USD Basak Yavuz, Hiren Dasani Vontobel mtx Sust EmMkts Ldrs I USD DABC 16,96 9,03 23,92 15,81 USD Roger Merz, Thomas Schaff ner Federated Hermes Glb Em Mkts R EUR Acc DABC 14,93 8,88 28,95 18,25 EUR Gary Greenberg GS EM CORE Eq I Acc USD Close DABC 14,22 7,15 32,87 16,90 USD Len Ioff e, Osman Ali, Dennis Walsh, James Park JPM Em Mkts Small Cap A (acc) perf USD DABC 11,54 6,40 21,33 18,25 USD Amit Mehta, Austin Forey
GLOBAL EQUITY LARGE CAP
GS Global Millennials Eq I Acc USD DABC 21,81 26,12 57,68 17,06 USD Nathan Lin, Alexis Deladerrière, Laura Destribats MS INVF Global Opportunity Z DABC 24,63 23,59 50,65 18,53 EUR Kristian Heugh DPAM INVEST B Eqs NewGems Sust W Cap DABC 20,23 23,35 43,43 16,70 EUR Alexander Roose, Dries Dury, Quirien Lemey, Tom Demaecker CPR Invest Glbl Dsrpt Opp R EUR Acc DABC 21,88 45,65 20,02 EUR Wesley Lebeau, Estelle Ménard Robeco Global Consumer Trends D € DABC 19,57 21,37 37,67 15,52 EUR Richard Speetjens, Jack Neele AMP Capital Global Companies I USD Acc DABC 21,07 32,57 15,40 USD Neil Mitchell, Andy Gardner, David Naughtin, Simon Steele Schroder ISF Glb Clmt Chg Eq I Acc USD DABC 18,97 20,65 49,52 17,62 USD Simon Webber, Isabella Hervey-Bathurst Allianz Thematica WT4 EUR DABC 19,26 33,38 16,27 EUR Andreas Fruschki, Gunnar Miller Threadneedle (Lux) Global Focus ZU DABC 16,12 18,48 21,43 14,56 USD Dave Dudding AB SICAV I Stbl Gl Tmtc Ptfl AXXUSDAcc DABC 16,92 17,45 32,67 16,18 USD Daniel Charles Roarty Seilern World Growth CHF H R DABC 15,85 17,23 26,30 16,56 CHF Marco Lo Blanco, Michael Faherty Capital Group New Pers (LUX) ZL DABC 15,90 16,69 30,59 16,79 USD Jonathan Knowles, Brady L. Enright, Noriko H. Chen, Andraz Razen, Pictet - Global Envir Opps I EUR DABC 15,34 15,71 32,86 16,85 EUR Gabriel Micheli, Luciano Diana, Yi Du Fundsmith Equity T Acc DABC 15,01 15,31 21,73 14,63 GBP Terry Smith Legg Mason MC Glb L-T Uncons A USD Acc DABC 15,26 19,94 13,68 USD Zehrid Osmani, Yulia Hofstede Pictet-Security I USD DABC 13,52 15,20 24,50 17,24 USD Yves Kramer, Alexandre Mouthon, Rachele Beata
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
UBAM 30 Global Leaders Equity AHC USD DABC 12,20 14,85 15,45 14,85 USD Martin Moeller, Fares Benouari Vontobel Clean Technology B EUR DABC 13,34 14,68 36,09 17,61 EUR Pascal Dudle, Stephan Eugster Fundsmith Equity T EUR Acc DABC 14,71 14,59 18,30 14,12 EUR Terry Smith NSF SICAV Wealth Defender Glbl Eq I USD DABC 14,23 13,96 15,44 15,03 USD — Caixa Ações Líderes Globais FIMAA DABC 12,49 13,89 22,33 14,63 EUR — Pictet-Global Megatrend Sel I EUR DABC 13,66 13,83 28,17 16,76 EUR Hans Peter Portner Mirabaud Sustainable Glbl Fcs A USD Acc DABC 12,81 13,60 15,83 14,31 USD Anu Narula, Paul Middleton Fidelity Glb Dmgrphcs Y-Acc-USD DABC 12,69 13,42 26,52 13,85 USD Aneta Wynimko, Alex Gold, Oliver Hextall BNY Mellon Long-Term Glbl Eq USD C Acc DABC 12,20 13,05 14,41 14,77 USD — MGI Global Equity M-7 € Acc DABC 13,40 12,87 24,95 16,34 EUR MS INVF Global Quality Z DABC 11,22 12,69 12,08 14,39 EUR Christian Derold, Bruno Paulson, Vladimir A. Demine, Nathan Wong, Fidelity Global Focus E-Acc-EUR DABC 12,34 12,39 26,05 15,54 EUR Amit Lodha Fidelity World Y-Dis-EUR DABC 12,97 12,05 22,98 17,18 EUR Jamie Peter Harvey, Jeremy Philip Elliot Podger Candriam Eqs L Glbl Demography C EUR Cap DABC 11,68 11,80 22,67 15,89 EUR Allan Foll, Theany BAZET Mercer Sustainable Glbl Eq M-2$ DABC 11,55 22,42 14,28 USD Pictet SmartCity I EUR DABC 8,72 11,55 14,95 15,84 EUR Ivo Weinoehrl, Lucia Macaccaro MS INVF Global Brands A DABC 10,57 11,53 8,18 13,73 EUR Christian Derold, Bruno Paulson, Vladimir A. Demine, Nathan Wong, Ninety One GSF Glb Qual Eq Inc IX Inc $ DABC 7,91 10,77 8,93 13,18 USD Clyde Rossouw, Abrie Pretorius BPI Ações Mundiais FIAA DABC 11,77 10,42 13,78 15,18 EUR Rui Araújo BPI GIF Opportunities R DABC 11,98 10,01 14,01 15,05 EUR Rui Araújo JPM Global Focus D (acc) EUR DABC 11,57 9,63 25,57 18,41 EUR Rajesh Tanna, Timothy Woodhouse, Helge Skibeli Fidelity Global Dividend Y-Acc-USD DABC 7,33 9,58 7,38 11,62 USD Daniel Roberts MFS Meridian Global Equity A1 USD DABC 9,56 9,07 19,82 20,73 USD Roger M. Morley, Ryan P. McAllister NB Momentum Sustentável FIMAA DABC 9,47 8,99 18,79 15,25 EUR Fatima Só Templeton Glb Climate Change A(Ydis)EUR DABC 9,95 8,96 29,11 18,55 EUR Maarten Bloemen, Craig Cameron, Tina M. Sadler M&G (Lux) Glb Dividend CI EUR Acc DABC 11,03 8,48 18,80 22,62 EUR Stuart Rhodes GS Global CORE Eq I Inc USD Snap DABC 10,95 8,24 22,21 18,71 USD Len Ioff e, Osman Ali, James Park, Takashi Suwabe AXA Rosenberg Glb Eq Alpha A USD Acc DABC 9,95 7,96 14,34 17,85 USD — UBS (Lux) ES L/T Thms $EUR H P DABC 12,45 7,59 36,12 19,83 EUR Joseph R. Elegante, Alix Foulonneau, Bruno Bertocci Mirabaud Sust Glbl Hi Div A USD Acc DABC 7,37 7,52 6,59 14,16 USD Anu Narula, Paul Middleton BNY Mellon Global Equity Inc USD C Inc DABC 6,81 7,42 4,96 15,13 USD Jonathan Bell, Paul Flood, Ilga Haubelt, Robert Hay BL-Equities Dividend B EUR DABC 6,57 7,25 2,96 10,02 EUR Jérémie Fastnacht, Guy Wagner CS (Lux) Global Div Plus Eq EB USD DABC 6,71 5,68 3,22 13,90 USD Felix Maag, Aude Scheuer DWS Invest Top Dividend IC DABC 4,00 4,43 1,65 12,27 EUR Thomas Schüssler, Stephan Werner Templeton Growth (Euro) I(acc)EUR DABC 5,47 1,72 8,25 16,70 EUR Peter M. Moeschter, Herbert J. Arnett, Warren Pustam
GLOBAL EQUITY MID/SMALL CAP
BNP Paribas Energy Transition C C DABC 24,30 36,88 179,88 38,70 EUR Ulrik Fugmann BNP Paribas Climate Impact I C DABC 16,28 17,71 35,45 17,79 EUR Bruce Jenkyn-Jones, Jon Forster Nordea 1 - Global Climate & Envir BI EUR DABC 17,54 15,61 35,28 18,12 EUR Thomas Sørensen, Henning Padberg Vanguard Global Small-Cap Idx USD Acc DABC 12,26 10,73 27,27 21,56 USD —
GREATER CHINA EQUITY
Allianz China A Shares AT USD DABC 26,27 25,52 54,27 21,06 USD Anthony Wong, Chao-Yang Sunny Chung JPM China A (dist) USD DABC 25,43 22,57 61,32 21,03 USD Howard Wang, Rebecca Jiang AS SICAV I China A Share Eq I Acc USD DABC 24,62 19,90 49,54 19,48 USD — BNP Paribas China Eq Cl C DABC 22,54 19,17 48,75 17,70 USD David Choa, Maxwell Yang UBS (Lux) EF Greater China (USD) Q DABC 23,51 17,95 30,17 17,89 USD Denise Cheung, Morris Wu, Bin Shi Schroder ISF China Opps I Acc USD DABC 20,84 15,92 44,59 18,72 USD Louisa Lo UBS (Lux) EF China Oppo(USD) Q USD acc DABC 22,25 15,90 23,92 16,94 USD Denise Cheung, Morris Wu, Bin Shi Fidelity China Consumer Y-Acc-USD DABC 18,39 12,31 38,89 17,94 USD Raymond Ma, Hyomi Jie
HEALTHCARE SECTOR EQUITY
Polar Capital Biotech S Inc DABC 20,70 20,78 42,01 21,86 USD David Pinniger, Gareth Powell JPM Global Healthcare C (acc) USD DABC 10,85 15,85 21,29 15,78 USD Anne Marden, Laurence McGrath, Matthew G. Cohen AB International HC AX USD Acc DABC 11,49 13,52 12,96 13,45 USD Vinay Thapar, John H. Fogarty BGF World Healthscience A2 DABC 10,72 13,42 11,86 14,37 EUR Erin Xie Candriam Eqs L Biotech R USD Cap DABC 12,94 12,74 15,74 20,69 USD Rudi Van den Eynde, Servaas Michielssens NN (L) Health Care X Cap USD DABC 8,58 10,99 9,44 13,04 USD Jeff Meys, Tjeerd van Cappelle, Anastasia Naymushina Candriam Eqs L Onclgy Impct I USD Cap DABC 24,53 USD Rudi Van den Eynde, Servaas Michielssens
INDIA EQUITY
Schroder ISF Indian Opports C Acc USD DABC 11,92 8,58 9,66 22,74 USD — Franklin India I(acc)USD DABC 9,87 4,66 10,63 24,26 USD Sukumar Rajah
INFRASTRUCTURE SECTOR EQUITY
LM ClearBridge Infras Val PR EUR Acc DABC 5,66 7,11 -3,59 14,76 EUR Nick Langley, Charles Hamieh, Shane Hurst DWS Invest Global Infras FC DABC 4,95 6,72 -6,13 14,25 EUR Manoj H. Patel, Francis X. Greywitt Lazard Global Lstd Infras Eq A Acc EUR H DABC 5,27 2,52 -7,02 13,71 EUR John Mulquiney, Warryn Robertson, Bertrand Cliquet,
JAPAN EQUITY
T. Rowe Price Japanese Equity I EUR DABC 14,62 11,92 35,63 17,28 EUR Archibald A. Ciganer JPM Japan Equity A (dist) USD DABC 12,62 11,43 38,50 18,24 USD Nicholas Weindling, Shoichi Mizusawa, Miyako Urabe Threadneedle Japan Ins Acc GBP DABC 12,58 10,95 36,71 15,98 GBP Daisuke Nomoto Jupiter Japan Select D USD Acc DABC 10,88 6,78 17,33 15,55 USD Dan Carter, Mitesh Patel GS Japan Equity Base Acc JPY DABC 9,37 6,61 20,95 14,35 Yen Ichiro Kosuge Invesco Japanese Eq Adv A JPY Acc DABC 10,55 6,38 20,20 15,82 Yen Tadao Minaguchi Schroder ISF Japanese Eq I Acc JPY DABC 9,84 5,30 18,72 14,38 Yen Kazuhiro Toyoda Vanguard Jpn Stk Idx $ Acc DABC 8,65 5,18 16,06 14,17 USD — AS SICAV I Jpn SmlrComs X Acc JPY DABC 9,56 4,93 19,06 16,63 Yen — AS SICAV I Japanese Eq X Acc JPY DABC 7,34 4,71 18,90 15,70 Yen —
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
Pictet-Japanese Equity Opps PJPY DABC 9,90 4,51 20,86 15,55 Yen Adrian Hickey Janus Henderson Hrzn Jpn Smr Coms A2 USD DABC 9,24 4,34 20,69 17,75 USD Yun Young Lee
LATIN AMERICA EQUITY
DWS Invest Brazilian Equities LC DABC 21,84 9,09 -5,80 38,03 EUR — DWS Invest Latin American Eqs NC DABC 11,64 3,27 -2,70 32,05 EUR —
NATURAL RESOURCES SECTOR EQUITY
BGF World Mining D2 DABC 19,24 13,55 60,82 25,72 USD Olivia Markham, Evy Hambro
PRECIOUS METALS SECTOR EQUITY
BGF World Gold A2 DABC 5,60 11,75 9,05 32,94 USD Thomas Holl, Evy Hambro
REAL ESTATE SECTOR EQUITY
Janus Henderson Hrzn GlblPtyEqsA2USD DABC 6,57 10,26 -1,46 16,99 USD Guy Barnard, Tim Gibson, Greg Kuhl Janus Henderson Hrzn PanEurpPtyEqs A2EUR DABC 8,14 8,24 -3,68 19,27 EUR Guy Barnard, Nicolas Scherf MS INVF Global Property I DABC 0,99 0,68 -8,48 21,37 EUR Desmond Foong, Laurel Durkay, Michiel te Paske,
TECHNOLOGY SECTOR EQUITY
JPM US Technology A (dist) USD DABC 35,25 36,22 79,55 24,30 USD Joseph Wilson, Timothy RV Parton Allianz Global Artfcl Intlgc WT4 EUR DABC 35,66 104,08 25,58 EUR Sebastian Thomas BGF World Technology A2 DABC 34,39 34,91 73,65 21,69 USD Tony Kim Franklin Technology W Acc USD DABC 29,99 31,06 54,88 20,28 USD Jonathan Curtis, Matthew Cioppa, Dan Searle Fidelity Global Technology Y-Dis-EUR DABC 27,70 28,46 51,55 19,58 EUR HyunHo Sohn Polar Capital Global Tech Inc DABC 30,57 27,98 45,86 18,03 USD Ben Rogoff , Nick Evans, Fatima Lu Threadneedle (Lux) Global Tech AU USD DABC 25,40 26,60 51,17 23,53 USD Paul H. Wick Janus Henderson Glb Tech&Inno A2 USD DABC 27,53 25,98 39,69 18,44 USD Denny Fish BNP Paribas Disrpt Tech Cl D DABC 24,13 24,54 39,11 18,93 EUR Pamela J. Woo, Pamela Hegarty Pictet - Robotics I EUR DABC 24,82 22,66 55,04 21,78 EUR John Gladwyn, Peter Lingen AXAWF Framlington Dgtl Ecoy I Cap EURHdg DABC 22,01 56,28 20,80 EUR Tom Riley, Jeremy Gleeson Janus Henderson Hrzn GlbTechLdrs H2USD DABC 24,25 21,98 42,65 19,07 USD Graeme Clark, Richard Clode, Alison Porter AXAWF Fram Robotech I Cap USD DABC 19,23 47,88 20,83 USD Tom Riley, Jeremy Gleeson JPM Europe Dynamic Techs Fd C (dist) EUR DABC 20,43 19,20 43,74 20,63 EUR Jonathan Ingram, John Baker, Alex Whyte Pictet-Digital PUSD DABC 18,55 15,93 36,68 16,46 USD Sylvie Sejournet, Olivier Djopwouo, Stanislas Eff ront EdRF Big Data N EUR DABC 18,19 15,17 33,65 19,90 EUR Xiadong Bao, Jacques-Aurélien Marcireau BGF Next Generation Technology I2 DABC 113,80 USD Tony Kim Echiquier Artifi cial Intelligence B EUR DABC 67,78 EUR Rolando Grandi
UK EQUITY LARGE CAP
Ninety One GSF UK Alpha IX Inc GBP DABC 3,06 2,91 3,67 17,60 GBP Simon Brazier
US EQUITY LARGE CAP BLEND
Wells Fargo (Lux) WF USAllCpGr I USD Acc DABC 22,83 25,09 43,05 21,08 USD Joseph M. Eberhardy, Robert Gruendyke, Thomas C. Ognar Franklin US Opportunities W(acc)USD DABC 18,97 20,85 31,02 18,93 USD Sara Araghi, Grant Bowers Ninety One GSF American Fran A Inc USD DABC 16,42 15,90 16,30 15,28 USD Paul Vincent BL-Equities America B USD DABC 13,09 14,58 17,23 17,09 USD Luc Bauler, Henrik Blohm JPM US Select Equity A (acc) USD DABC 14,14 14,45 26,49 18,24 USD Steven G. Lee, Scott Davis Amundi IS MSCI North America IE-C DABC 13,74 14,10 19,87 17,85 EUR Arnaud Choblet Schroder ISF US Large Cap I Acc USD DABC 13,96 13,91 28,53 17,72 USD Frank Thormann Vanguard U.S. 500 Stk Idx $ Acc DABC 13,50 13,57 18,12 17,17 USD — Pictet-USA Index P USD DABC 13,27 13,42 18,30 17,17 USD David Billaux, Stéphane Cornet AXA Rosenberg US Enh Idx Eq Alp A $ Acc DABC 13,00 13,26 19,68 17,18 USD — T. Rowe Price US Eq I USD DABC 11,72 12,15 17,49 16,57 USD Jeff rey Rottinghaus Neuberger Berman US MltCp Opps USD1 IAcc DABC 13,12 11,20 14,75 19,18 USD Richard S. Nackenson GS US CORE Equity Base Acc USD Snap DABC 12,47 10,80 20,61 17,70 USD Len Ioff e, Osman Ali, Dennis Walsh NN (L) US Enh Cr Concntr Eq P Cap USD DABC 11,46 10,52 13,58 17,81 USD Vincent J. Costa Polar Capital North American S DABC 12,48 10,34 19,47 20,67 USD Andrew Holliman, Richard Wilson Capital Group Inv Co of Amer(LUX) Z DABC 10,84 9,74 16,08 15,88 USD Joyce E. Gordon, James B. Lovelace, Grant L. Cambridge,
US EQUITY LARGE CAP GROWTH
MS INVF US Growth I DABC 33,22 38,22 99,29 24,86 EUR Alexander T. Norton, Jason C. Yeung, Armistead B. Nash, MS INVF US Advantage I DABC 25,21 29,50 67,72 20,75 EUR Alexander T. Norton, Jason C. Yeung, Armistead B. Nash, Brown Advisory US Sust Gr USD C Acc DABC 23,63 30,85 16,34 USD David B. Powell, Karina Funk Wells Fargo (Lux) WF USLrgCpGr IEUR Acc DABC 20,59 21,97 26,62 17,72 EUR Michael T. Smith, Christopher J. Warner T. Rowe Price US Lg Cap Gr Eq I USD DABC 21,22 19,91 37,10 18,89 USD Taymour R. Tamaddon AB Sustainable US Tmtc A USD DABC 18,26 19,51 31,20 16,93 USD Daniel Charles Roarty Brown Advisory US Equity Growth $ P Acc DABC 16,63 19,49 19,55 17,13 USD Kenneth M. Stuzin AB American Gr Ptf C Acc DABC 16,81 18,48 22,95 15,35 USD Vinay Thapar, Frank V. Caruso, John H. Fogarty Legg Mason CB US Eq Sust Ldrs PR EURHAcc DABC 17,45 17,54 36,70 17,02 EUR Mary Jane McQuillen, Derek J. Deutsch Legg Mason CB US Lg Cp Gr X USD Acc DABC 16,28 17,39 22,82 17,62 USD Peter Bourbeau, Margaret B. Vitrano Amundi Fds Pinr US EqFdm Gr A EUR C DABC 13,60 16,61 19,57 16,52 EUR Andrew Acheson, Paul Cloonan Vontobel US Equity I USD DABC 13,80 13,78 13,89 16,16 USD Matthew Benkendorf, Chul Chang, Edwin Walczak
US EQUITY LARGE CAP VALUE
AXA Rosenberg US Equity Alpha A USD Acc DABC 11,53 10,72 16,48 18,62 USD — DWS Invest CROCI US Dividends USD LC DABC 10,81 9,48 15,75 20,44 USD Julien Boulliat, Shinil Balakrishnan JPM US Value A (dist) GBP DABC 8,36 7,26 14,96 20,06 GBP Andrew Brandon, Clare A. Hart, David Silberman NN (L) US High Dividend P Cap USD DABC 8,12 6,25 5,19 16,42 USD — MFS Meridian US Value A1 USD DABC 7,13 5,53 5,18 17,45 USD Nevin P. Chitkara, Steven R. Gorham Robeco BP US Premium Equities IH € DABC 10,25 4,50 27,45 22,17 EUR Duilio R. Ramallo Fidelity America A-Dis-USD DABC 4,94 3,97 12,84 17,48 USD Angel Agudo, Ashish Bhardwaj
US EQUITY SMALL CAP
Alger Small Cap Focus I US DABC 26,76 29,62 43,69 24,15 USD Amy Y. Zhang T. Rowe Price US Smlr Cm Eq Q USD DABC 18,19 20,69 36,91 19,79 USD Curt J Organt
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
Legg Mason RY US SmCp Opp X USD Acc DABC 18,17 16,34 56,08 31,14 USD Bill Hench, Robert Kosowsky, Suzanne Franks BNP Paribas US Small Cap Classic R DABC 14,90 13,78 32,04 23,61 USD Geoff ry V. Dailey, Pamela J. Woo JPM US Smaller Companies A (dist) USD DABC 12,86 12,09 26,14 22,51 USD Don San Jose, Daniel J. Percella, Jon Brachle
CONVERTIBLES
Lazard Convertible Global PC EUR DABC 13,83 14,55 26,82 10,51 EUR Arnaud Brillois Schroder ISF Glb Convert Bd C Acc USD DABC 7,50 11,23 16,94 8,30 USD Peter Reinmuth, Chris Richards JPM Global Convert (EUR) D (acc) EUR DABC 8,07 9,64 37,75 12,27 EUR Paul Levene, Hart Woodson BNP Paribas Europe Sm Cp CnvrtI C DABC 4,54 3,30 10,75 7,61 EUR Caroline de Bourleuf, Eric Bouthillier
COMMODITIES BROAD BASKET
PIMCO GIS Cmdty Real Ret Instl USD Acc DABC 3,40 2,57 14,70 15,20 USD Mihir P. Worah, Lorenzo Pagani, Greg E. Sharenow,
COMMODITIES SPECIFIED
Ofi Fincl Inv Precious Metals I DABC 11,37 13,48 23,92 15,43 EUR Benjamin Louvet, Olivier Daguin
ALTERNATIVE MISCELLANEOUS
BSF Global Event Driven Z2 USD DABC 3,63 7,07 -1,09 7,43 USD Mark McKenna Candriam Risk Arbitrage C DABC 0,33 0,22 0,15 2,03 EUR Stéphane Dieudonne, Fabienne CRETIN-FUMERON
GLOBAL MACRO
Nordea 1 - Alpha 10 MA BP EUR DABC 3,95 2,29 7,02 6,34 EUR Asbjørn Trolle Hansen, Claus Vorm, Karsten Bierre, Per Walter JPM Global Macro D (acc) USD DABC 0,44 2,26 -3,77 6,42 USD Shrenick Shah, Josh Berelowitz, Benoit Lanctot JPM Global Macro Opps A (acc) EUR DABC 2,86 1,45 10,37 5,52 EUR Shrenick Shah, Josh Berelowitz, Benoit Lanctot
LONG/SHORT CREDIT
Pictet Absolute Ret Fxd Inc ZX USD DABC 1,61 4,68 -7,69 5,86 USD Ella Hoxha, Andres Sanchez Balcazar Legg Mason WA Mcr OppBd PR USD Acc DABC 5,05 4,53 -6,22 9,15 USD — Muzinich LongShortCreditYld HEUR Acc NR DABC 2,07 3,07 6,02 3,08 EUR Brian Lieberman DCI Market Netrl Crdt UCITS A Fndr USD DABC 0,86 2,30 -9,64 5,96 USD BSF Fixed Income Strategies I2 EUR DABC 1,80 1,33 4,52 3,61 EUR Johan Sjogren, Michael Krautzberger, Tom Mondelaers Allianz Credit Opportunities IT13 EUR DABC 0,95 0,90 1,86 EUR Hervé Dejonghe, Grégoire Docq
LONG/SHORT EQUITY
Pictet TR - Mandarin I USD DABC 12,38 10,76 20,60 7,49 USD Lan Wang-Simond Man GLG Innovation Eq Alt IN USD Acc DABC 8,34 6,63 5,94 USD Priya Kodeeswaran JPM US Hedged Equity A (acc) USD DABC 7,99 9,19 8,63 USD Hamilton Reiner, Raff aele Zingone Schroder GAIA Egerton Eq I Acc EUR DABC 10,17 6,79 12,58 13,04 EUR John C. Armitage Eleva UCITS Eleva Abs Ret Eurp S EUR acc DABC 7,19 6,27 10,83 4,31 EUR Eric Bendahan Pictet TR - Atlas I EUR DABC 5,38 14,36 3,17 EUR Matthieu Fleck Janus Henderson UK Abs Ret R£ Acc DABC -0,80 1,99 1,87 6,66 GBP Luke Newman, Benjamin Wallace Pictet TR - Corto Europe I EUR DABC 2,61 1,10 6,66 4,04 EUR Phillipe Sarreau Schroder GAIA Sirios US Eq E Acc EUR Hdg DABC 3,64 0,67 4,33 11,01 EUR John F. Brennan
MARKET NEUTRAL
Aegon Global Eq Mkts Netrl EURH C Acc DABC 5,94 22,36 5,56 EUR David Pringle MW Systematic Alpha UCITS B USD DABC 5,25 0,06 7,15 USD Pictet TR - Agora I EUR DABC 4,12 4,54 7,16 5,58 EUR Elif Aktug, Benoît Capiod, Vincent Ijaouane BSF European Absolute Return D2 EUR DABC 1,81 4,07 5,04 4,35 EUR David Tovey, Stefan Gries Man GLG Alpha Select Alt ILH EUR Acc DABC 5,23 3,97 3,20 3,29 EUR Charles Long, Nick Judge BMO Real Estate Eq Mkt Netrl B Acc EUR DABC 2,19 2,72 3,59 2,38 EUR Alban Lhonneur, Marcus Phayre-Mudge BSF Americas Div Eq Abs Ret D2 EUR H DABC -0,47 -3,05 -4,30 5,81 EUR Travis Cooke, Raff aele Savi
MULTIALTERNATIVE
BNY Mellon Glbl Rl Ret (EUR) W Acc DABC 3,49 6,83 9,38 7,21 EUR Andrew Warwick, Suzanne Hutchins, Aron Pataki NN (L) Alternative Beta I Cap USD DABC 4,18 6,55 7,13 6,31 USD Willem van Dommelen, Stan Verhoeven, Daan van Gemert, DWS Concept Kaldemorgen EUR SC DABC 4,93 4,43 4,44 7,14 EUR Henning Potstada, Christoph-Arend Schmidt, Klaus Kaldemorgen Neuberger Bm Uncrltd Strats GBP I5 Acc DABC 1,48 -0,48 5,82 GBP Fred Ingham, Jeff rey Majit, David Kupperman, Ian Haas Pictet TR - Div Alpha I EUR DABC 2,36 1,44 7,70 3,44 EUR Philippe de Weck, Federico Canè Franklin K2 Alt Strats I(acc)EUR-H1 DABC 2,62 1,24 6,75 6,04 EUR Anthony Zanolla, Brooks Ritchey, Robert Christian Eurizon Absolute Prudent R Acc DABC 0,53 0,78 1,17 1,79 EUR Roberto Bianchi
AGGRESSIVE ALLOCATION
MFS Meridian Prudent Wealth I1 USD DABC 7,03 9,35 5,51 5,55 USD Edward Dearing, Barnaby M. Wiener MFS Meridian Prudent Capital I1 EUR DABC 7,62 1,16 5,76 EUR David P. Cole, Edward Dearing, Barnaby M. Wiener Barclays GlobalBeta Port 5 A Acc GBP DABC 8,31 7,46 14,66 14,67 GBP — Allianz Dyn MltAst Stgy SRI75 I EUR DABC 9,42 7,22 14,25 13,58 EUR Cordula Bauss, Andreas de Maria Campos, Marcus Stahlhacke Barclays GlobalBeta Port 4 A Acc GBP DABC 7,22 6,74 12,16 13,61 GBP — BSF Managed Index Port Growth A2 EUR DABC 7,95 6,40 16,46 13,85 EUR Stephen Walker, Christopher Downing, Rafael Iborra First Eagle Amundi International RU-C DABC 5,44 5,71 8,24 13,19 USD Kimball Brooker, Julien Albertini, Matthew B. McLennan BL-Global 75 B EUR DABC 4,56 5,35 2,71 7,55 EUR Joël Reuland
ALLOCATION MISCELLANEOUS
HSBC GIF Mgd Solu Asia Focsd Inc AC DABC 5,51 5,66 3,29 7,41 USD Denis James Gould
CAUTIOUS ALLOCATION
GS Global MA Cnsv I Acc USD DABC 4,09 6,02 0,43 7,69 USD Christopher Lvoff , David Copsey, Shoqat Bunglawala Amundi Fds Global MA Cnsrv M2 EUR C DABC 5,28 5,58 10,99 5,39 EUR Enrico Bovalini, Francesco Sandrini, Luigi Cesari Ninety One GSF Glb MA Inc I Acc USD DABC 3,03 4,71 -2,75 6,13 USD Jason Borbora-Sheen, John Stopford Invest Alves Ribeiro PPR FIMA DABC 7,09 4,05 4,03 8,84 EUR Paulo Monteiro Pictet-Multi Asset Global Opps I EUR DABC 3,36 3,47 6,80 4,64 EUR Andrea Delitala, Marco Piersimoni Invesco Pan European Hi Inc C EUR Acc DABC 5,19 3,22 5,27 9,35 EUR Thomas H. Moore, Stephanie Butcher, Paul Read, Paul Causer Caixa Seleção Global Moderado FIMA DABC 3,61 3,06 6,84 7,18 EUR — ODDO BHF Polaris Moderate CR EUR DABC 2,70 2,93 5,05 5,15 EUR Peter Rieth Allianz Dyn MltAst Stgy SRI15 IT EUR DABC 2,91 2,91 2,15 4,98 EUR Cordula Bauss, Andreas de Maria Campos, Marcus Stahlhacke JPM Global Income Cnsrv C (acc) EUR DABC 2,75 3,57 5,52 EUR Michael Schoenhaut, Eric J. Bernbaum Caixa Inv Socialmente Resp FIMA DABC 2,61 3,11 7,76 EUR —
FUNDO SELO
RENTABILIDADE ANUAL 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE GESTOR
UBS (Lux) SF Yield (EUR) Q-acc
DABC 3,80 2,57 6,78 8,67 EUR Roland Kramer, Sebastian Richner, Daniel Rudis FvS - Multi Asset - Defensive IT DABC 2,87 2,15 -2,81 6,73 EUR Elmar Peters M&G (Lux) Optimal Income C EUR Acc DABC 4,03 1,91 4,84 7,30 EUR Richard Woolnough Allianz Strategy 15 IT EUR DABC 1,85 1,79 -0,52 4,62 EUR Cordula Bauss, Massimiliano Pallotta, Alistair Bates Bankinter 25 PPR/OICVM B FIMA DABC 1,78 4,78 7,46 EUR Miguel Taledo de Sousa BPI Moderado FIAF DABC 1,65 1,71 6,55 4,49 EUR Eduardo Monteiro Nordea 1 - Balanced Income BP EUR DABC 1,21 1,65 1,48 3,28 EUR Søren Brogaard Lolle, Karsten Bierre, Caroline Henneberg Amundi Rendement Plus I C DABC 2,74 1,62 3,03 6,38 EUR Alexandre Burgues, Yannick Quenehen Santander Poupança Prudente FPR FIAA DABC 1,03 0,87 -0,03 4,83 EUR Carmen Borondo Caixa Seleção Global Defensivo FIMA DABC 1,32 0,72 2,31 3,59 EUR — EdRF Income Europe Ia EUR DABC 2,98 0,18 0,06 8,64 EUR Julien de Saussure
FLEXIBLE ALLOCATION
Ninety One GSF Glb Mac Allc IX Acc USD DABC 8,48 8,18 12,67 9,36 USD Iain Cunningham, Jimmy Elliot PIMCO GIS Dyn Mlt-Asst Instl EUR Acc DABC 6,63 6,94 16,36 5,44 EUR Mihir P. Worah, Geraldine Sundstrom FvS Multiple Opportunities II IT DABC 6,26 6,48 4,40 8,88 EUR Bert Flossbach Epsilon Fund Enh Const Rk Contrib I€ Acc DABC 3,63 2,44 5,04 5,57 EUR Maria Bruna Riccardi AXAWF Optimal Income E Cap EUR pf DABC 3,19 1,23 8,98 10,34 EUR Stéphane Castillo-Soler, Serge Pizem M&G (Lux) Dynamic Allocation C EUR Acc DABC 5,06 0,19 7,61 13,01 EUR Juan Nevado, Craig Moran
MODERATE ALLOCATION
Carmignac Pf Patrimoine Europe A EUR Acc DABC 9,82 19,42 6,89 EUR Keith Ney, Mark Denham Janus Henderson Balanced A2 USD DABC 8,45 9,78 5,70 10,67 USD Greg J. Wilensky, Jeremiah Buckley, Michael Keough, E. Marc Pinto Allianz Income and Growth I H2 EUR DABC 11,17 9,74 31,36 13,64 EUR David J. Oberto, Douglas G. Forsyth, Justin M. Kass, Michael E. Yee
T. Rowe Price Glb Alloc I USD DABC 9,47 12,23 10,66 USD Charles M. Shriver
BGF Global Allocation A2 DABC 7,10 8,69 15,55 10,49 USD Russ Koesterich, David Clayton, Rick Reider
Acatis Gané Value Event Fonds A DABC 7,88 8,58 15,94 13,00 EUR Henrik Muhle, Uwe Rathausky
Ruff er Total Return Intl I GBP Cap Capital Group Global Allc (LUX) Z DABC 4,89 7,45 22,14 9,52 GBP Jacques Hirsch, Alex Lennard DABC 7,08 7,29 7,01 8,38 EUR Paul Flynn, Andrew A. Cormack, Tomonori Tani, Thomas H. Høgh,
Man AHL TargetRisk D H EUR
DABC 6,90 6,19 7,92 EUR Russell Korgaonkar Jupiter Merlin Intl Bal D EUR Acc DABC 6,65 5,73 10,04 8,70 EUR Algy Smith-Maxwell, John Chatfeild-Roberts, Amanda Sillars, MFS Meridian Global Total Ret A2 USD DABC 4,65 5,41 3,47 11,94 USD Jonathan W. Sage, Nevin P. Chitkara, Robert Spector, Caixa Seleção Global Arrojado FIMA DABC 5,47 5,17 11,17 11,01 EUR — JPM Global Balanced A (acc) EUR DABC 5,95 4,80 14,84 9,48 EUR Katy Thorneycroft, Gareth Witcomb, Jonathan M. Cummings Fidelity Global Mlt Ast Inc A-Acc-USD DABC 4,01 4,65 -3,96 8,39 USD Eugene Peter Philalithis, George Efstathopoulos, Becky Qin Allianz Dyn MltAst Stgy SRI50 IT EUR DABC 5,84 4,58 8,45 9,55 EUR Cordula Bauss, Marcus Stahlhacke Carmignac Pf Patrimoine F EUR Acc DABC 3,50 3,97 15,99 7,32 EUR David Older, Rose Ouahba UBS (Lux) SF Balanced (EUR) Q-acc DABC 5,36 3,46 10,66 11,16 EUR Roland Kramer, Sebastian Richner, Daniel Rudis FvS Multi Asset - Balanced IT DABC 4,52 3,28 -2,48 8,69 EUR Elmar Peters BPI Dinâmico FIAF DABC 3,16 3,22 10,90 7,30 EUR Eduardo Monteiro JPM Global Income A (div) EUR DABC 4,17 2,29 6,24 9,79 EUR Michael Schoenhaut, Eric J. Bernbaum M&G (Lux) Income Allocation C EUR Acc DABC 5,75 2,16 2,88 11,38 EUR Steven Andrew Nordea 1 - Stable Return BP EUR DABC 0,91 0,80 2,29 5,51 EUR Asbjørn Trolle Hansen, Claus Vorm, Kurt Kongsted
PARTNER
NER T PAR
A OPINIÃO DE
JUSTIN KEW Analista ESG, Carmignac
A NECESSIDADE DA INDÚSTRIA MINEIRA EM ESG
Em todo o mundo, a urgência para atenuar as alterações climáticas e nos adaptarmos a estas é cada vez mais evidente. A década de 2020 exigirá medidas drásticas para manter o aumento da temperatura mundial abaixo de 1,5 ºC. Na Carmignac, acreditamos que ainda que seja nosso dever compreender e apoiar os setores que possibilitam o avanço das tecnologias verdes, consideramos que não se deve investir unicamente em empresas centradas exclusivamente em atividades verdes e excluir as empresas que as tornam possíveis, como as mineiras, não obstante o aumento das emissões de CO2 ou das controvérsias do passado. A extração de minerais tais como o cobre, níquel, cobalto, prata, alumínio, lítio e neodímio, entre outros, será necessária em maior escala para as células fotovoltaicas, os aerogeradores, o armazenamento em baterias e as cablagens condutoras necessárias para garantir a conetividade se quisermos possibilitar esta transição. Criticam-se as empresas mineiras pelas suas más práticas ambientais, mas poucos estão conscientes de que existe um conjunto importante e crescente de empresas à escala mundial que está a desenvolver novas tecnologias para tornar a mineração mais efi ciente, melhor para o planeta e mais segura para os trabalhadores e as comunidades locais. Como investidores, é importante darmos um passo mais além para compreendermos questões desta envergadura. Devemos investir em empresas vitais para a transição verde, mas não apenas nas mais óbvias. A colaboração com as empresas mineiras nestas questões conduz a uma maior sensibilização e à resolução de preocupações ambientais e sociais.
