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Ranking do Rating FundsPeople
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
Asia Fixed Income
BGF China Bond D3 USD
6,01 8,19 8,18 6,03 USD Eurizon Bond Aggregate RMB Z EUR Acc 7,27 17,43 6,17 EUR Schroder ISF Asian LclCcy Bd C Acc USD 3,71 5,21 3,34 6,41 USD
Emerging Markets Fixed Income
Aberdeen S Frntr Mkts Bd X Acc USD 5,02 8,25 10,04 11,99 USD Nordea 1 - Emerging Mkt Corp Bd BP EUR 4,19 8,10 8,80 12,37 EUR Jupiter Glbl Em Mkt Crp Bd I USD Acc 7,51 7,88 9,82 USD New Capital Wlthy Ntn Bd USD Inst Inc 3,64 7,27 5,48 8,13 USD PIMCO GIS Em Mkts Bd ESG Ins USD Acc 3,36 6,40 4,50 9,79 USD M&G (Lux) Em Mkts Bd C USD Acc 3,40 6,28 4,81 10,47 USD MS INVF Emerging Mkts Corp Debt Z 3,10 6,11 7,57 11,31 USD Neuberger Berman EM DbtHrdCcy USD I C 3,21 5,78 4,02 10,89 USD MFS Meridian Emerging Mkts Dbt A2 USD 2,27 5,76 4,38 9,61 USD Vontobel Emerging Mkts Dbt I USD 3,58 5,71 8,63 13,97 USD Aberdeen S EM Corp Bd A Acc USD 2,80 5,56 5,97 11,57 USD GS Em Mkts Dbt Base Inc USD 1,81 5,49 4,08 11,81 USD Capital Group EM Debt (LUX) Z 2,90 5,43 2,97 9,72 USD Amundi Fds Em Mkts Bd E2 EUR C 2,40 5,25 4,30 13,78 EUR GS EM Corp Bd I Acc EUR Hdg 3,27 5,10 -0,93 10,17 EUR JPM Emerg Mkts Inv Grd Bd A (acc) EURH 2,54 4,90 -2,63 6,86 EUR Muzinich EmergingMktsShrtDur HUSD Acc S 2,22 4,84 8,41 8,32 USD BlueBay Emerging Market Aggt Bd M EUR 4,64 -3,58 11,01 EUR BlueBay EMkt Inv Grd Corp Bd I EUR (AID) 2,40 4,55 -1,39 7,43 EUR Capital Group EM Local Debt (LUX) Z 2,15 4,04 1,37 10,29 USD Neuberger Berman Shrt DurEM DbtUSD I Acc 1,75 3,94 7,59 7,92 USD Ninety One GSF EM LclCcyTlRtDt I Acc$ 2,20 3,84 -1,48 7,81 USD Pictet-Short Term Em Corp Bds I dy USD 1,42 3,59 7,54 7,62 USD Allianz Em Mkts Shrt Dur Bd AM H2 EUR 1,19 2,85 -1,65 6,15 EUR Pictet-Emerging Local Ccy Dbt I USD 0,79 2,83 -1,19 9,85 USD T. Rowe Price Em Lcl Mkts Bd I USD 1,40 2,77 -2,29 10,18 USD Nomura Fds Emerging Market LC Debt I USD 1,08 2,52 1,10 9,54 USD ASSII-SLIEmMkLclC D D Acc USD 1,01 2,43 -0,97 10,08 USD JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD 0,80 2,39 -0,81 9,89 USD BGF Emerging Markets Lcl Ccy Bd A2 -0,58 1,74 -1,27 10,83 USD Epsilon Fund Emerg Bd Ttl Ret I EUR Acc 0,43 1,13 -0,71 3,42 EUR GAM Multibond Local Emerging Bond USD C 0,42 1,02 -4,16 10,23 USD GlobalAccess EM Lcl Ccy Dbt A Dis EUR H -4,98 6,67 13,04 EUR
Europe Fixed Income
BlueBay Financial Cptl Bd I USD Carmignac Pf Credit FW EUR Acc
8,98 13,09 13,72 12,94 USD 12,47 3,53 10,86 EUR NB Obrigações Europa FIMAO 6,82 6,98 -2,24 8,90 EUR Amundi Fds Glb Subrdntd Bd I2 EUR C 5,34 6,87 3,40 10,50 EUR Lazard Credit Fi SRI PVC EUR 4,63 6,83 3,34 9,14 EUR NB Euro Bond 6,56 6,79 -3,14 8,73 EUR BNP Paribas Euro High Yld Bd I C 4,36 6,65 4,62 8,80 EUR BGF European High Yield Bond A2 EUR 4,31 6,43 3,97 9,00 EUR Nordea 1 - European Fincl Dbt BI EUR 5,32 6,23 3,38 10,71 EUR Fidelity European Hi Yld A-Dis-EUR 3,50 5,87 3,70 10,22 EUR Scor Sustainable Euro High Yield C EUR 3,78 5,74 3,60 8,74 EUR Janus Henderson Hrzn Euro HY Bd I2 EUR 4,11 5,72 2,49 9,80 EUR Candriam Bds Euro High Yld R EUR Cap 4,01 5,70 2,13 6,35 EUR Vanguard €z Infl-Lnkd Bd Idx € Acc 3,31 5,69 6,45 5,88 EUR BlueBay High Yield ESG Bond R EUR 3,89 5,68 2,89 8,53 EUR Neuberger Berman Corp Hyb Bd EUR I5 Acc 3,83 5,67 0,85 7,54 EUR EdR SICAV Financial Bonds I EUR 4,15 5,54 2,37 8,92 EUR Allianz Euro Credit SRI W EUR 3,16 5,05 -0,43 7,36 EUR Schroder ISF EURO Crdt Convct C Acc EUR 3,74 5,05 -0,46 7,03 EUR Robeco Financial Institutions Bds I € 3,95 5,03 0,88 7,61 EUR Nordea 1 - European High Yld Bd BI EUR 3,70 4,98 2,63 9,48 EUR DWS Invest Euro High Yield Corp LD 3,16 4,71 2,83 9,87 EUR ODDO BHF Euro High Yield Bond CI-EUR 3,23 4,71 2,86 8,00 EUR Carmignac Pf Flexible Bond A EUR Acc 2,41 4,68 0,01 5,16 EUR Schroder ISF EURO Corp Bd C Acc EUR 3,12 4,41 -0,77 6,26 EUR BlueBay Inv Grd Euro Aggt Bd I EUR 3,22 4,21 -2,79 4,62 EUR Invesco Euro Corporate Bond Z EUR Acc 2,60 4,00 -0,15 5,58 EUR BlueBay Investment Grade Bd R EUR 2,59 3,80 -0,77 5,98 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
NB Rendimento Plus FIMAO
LSF-Arcano Lw Vol Eurp Inc-ESG Sel CE-A Invesco Euro Bond Z EUR Acc
2,75 3,79 -0,16 6,64 EUR 3,70 3,42 7,61 EUR 2,39 3,68 -2,34 5,15 EUR Eurizon Bond Aggregate EUR Z EUR Acc 3,66 -2,36 4,59 EUR T. Rowe Price Rspnb Euro Corp Bd Z EUR 2,66 3,60 -0,74 5,58 EUR Schroder ISF EURO Crdt Abs Rt C Acc EUR 2,27 3,54 -0,04 5,55 EUR BNY Mellon Rspnb Hrzn Euro Corp Bd X€Acc 2,60 3,50 -0,61 5,42 EUR Pictet-CHF Bonds P 0,81 3,46 3,92 6,42 CHF MS INVF Euro Corporate Bd - Dur Hgd Z 3,46 0,38 6,19 EUR Franklin European Ttl Ret A(acc)EUR 1,73 3,40 -3,10 4,76 EUR Vontobel EURO Corporate Bond A EUR 2,02 3,40 -1,15 6,96 EUR DWS Invest Euro Corporate Bds FC 2,28 3,35 -1,08 6,12 EUR MS INVF Euro Corporate Bond A 2,03 3,33 -0,80 6,04 EUR BlueBay Inv Grd Euro Govt Bd I EUR Acc 2,72 3,31 -3,91 4,40 EUR Schroder ISF EURO Bond C Dis AV 1,87 2,93 -2,92 4,55 EUR Robeco All Strategy Euro Bonds D € 1,44 2,88 -3,34 3,69 EUR Janus Henderson Hrzn Euro Corp Bd A2 EUR 1,97 2,87 -1,46 5,33 EUR NN (L) Green Bond I Cap EUR 2,14 2,78 -3,31 5,63 EUR EdRF Bond Allocation B EUR Inc 1,79 2,74 -0,08 5,16 EUR Franklin European Corp Bd I(acc)EUR 1,82 2,69 -1,14 5,02 EUR ASSII-Euro Cp Bd D Acc EUR 1,68 2,65 -1,44 5,80 EUR AXAIMFIIS Europe Short Dur HY A Cap EUR 1,32 2,63 2,37 7,47 EUR NB Corporate Euro A 1,58 2,63 0,12 5,93 EUR RobecoSAM Euro SDG Credits I EUR 1,80 2,63 -1,38 5,40 EUR Robeco Euro Credit Bonds D € 1,66 2,62 -1,39 5,45 EUR ASSII-EuCpBdS&RInv D Acc EUR 1,67 2,53 -1,60 6,13 EUR BGF Euro Corporate Bond A1 EUR 1,62 2,41 -1,84 5,28 EUR Vanguard € Govt Bd Idx € Acc 1,56 2,37 -3,49 4,24 EUR Carmignac Pf Sécurité FW EUR Acc 0,89 2,30 0,44 2,89 EUR BNP Paribas Euro Government Bd Privl C 1,43 2,28 -3,81 4,32 EUR MS INVF Euro Bond I 1,46 2,26 -3,27 3,71 EUR BGF Euro Bond A2 1,25 1,97 -3,88 4,49 EUR Pictet-EUR Short Term High Yield I EUR 1,17 1,87 2,80 8,07 EUR Nordea 1 - European Covered Bond BP EUR 1,55 1,86 -2,41 2,40 EUR Neuberger Berman Ultr S/T Er Bd I EURInc 1,74 1,03 2,85 EUR NN (L) Euro Fixed Income P Cap EUR 0,75 1,72 -3,46 4,58 EUR Caixa Obrigações LP FIMAO 0,99 1,61 -3,47 3,78 EUR Evli Short Corporate Bond A 1,02 1,60 0,88 4,96 EUR Fidelity Euro Short Term Bond Y-Acc-EUR 0,56 1,30 -0,77 1,72 EUR Nordea 1 - Low Dur Eurp Cov Bd BC-EUR 1,05 -0,74 1,13 EUR IMGA Rendimento Mais FIMA 0,47 1,03 -0,32 4,21 EUR IMGA Rendimento Semestral A FIMA 0,37 0,99 -0,28 3,45 EUR BNP Paribas Enhanced Bond 6M I C 0,29 0,91 -0,08 2,53 EUR Bankinter Rendimento PPR/OICVM A FIMA 0,86 -0,29 3,99 EUR Invesco Euro Short Term Bond Z EUR Acc 0,40 0,85 -0,48 2,05 EUR Allianz Credit Opportunities IT13 EUR 0,89 0,84 -0,04 1,84 EUR Franklin Euro Short Dur Bd I(acc)EUR 0,29 0,74 0,00 1,91 EUR IMGA Euro Taxa Variável A FIMA 0,07 0,72 -0,21 2,52 EUR Pictet-EUR Short Term Corp Bds I 0,33 0,58 -0,27 2,68 EUR AXAWF Euro Credit Short Dur I Cap EUR 0,26 0,57 -0,05 2,36 EUR DWS Invest ESG Euro Bonds (Short) FC 0,14 0,45 -0,65 1,52 EUR Allianz Advcd Fxd Inc S/D W EUR 0,25 0,43 -0,28 1,74 EUR MS INVF Short Maturity Euro Bond I 0,04 0,35 0,32 1,29 EUR Candriam Bds Euro Short Term C EUR Cap -0,25 -0,18 -0,73 1,43 EUR BGF Euro Short Duration Bond A2 EUR -0,38 -0,21 -1,45 1,94 EUR JPM Euro Govt Short Dur Bd A (acc) EUR -0,34 -0,27 -0,72 0,66 EUR NB Subordinated Debt I EUR Inc 0,49 EUR
Fixed Income Miscellaneous
Franklin Gulf Wealth Bond I(acc) USD 6,67 11,62 14,66 9,91 USD BlueBay Divers Alt Crdt I Pf USD Acc 10,50 15,01 USD MS INVF Global Asset Backed Secs Z USD 2,61 3,97 9,65 7,66 USD Arcano European Income ESG Sel BD 2,43 3,68 3,71 7,21 EUR Alcentra European Loan II-A EUR Acc 3,01 3,24 5,43 9,81 EUR GAM Star MBS Total Return Instl USD Acc 1,67 2,99 11,87 12,14 USD Arcano Eurp Sr Secu Ln ESG Sel B1 - Acc 2,39 2,42 3,60 7,99 EUR Aegon European ABS B EUR Acc 1,34 0,95 1,14 2,91 EUR Millesima 2026 CR 4,41 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
Global Fixed Income
Nomura Fds Global Dynamic Bond I USD 5,99 10,41 9,48 8,16 USD T. Rowe Price Glb HY Bd Z USD 4,66 9,19 13,79 9,76 USD Vontobel TwentyFour StratInc G GBP 5,49 8,88 9,06 10,06 GBP Janus Henderson Hrzn Glb HY Bd I2 USD 4,76 8,59 8,51 10,13 USD Legg Mason BW Glb Inc Opt A USD Acc 3,69 8,46 7,85 7,00 USD Aegon Strategic Global Bd B Inc EUR Hdg 4,60 8,38 0,71 7,49 EUR Legg Mason WA Mcr OppBd S USD Acc 5,10 8,31 7,56 9,36 USD MFS Meridian Global Credit I1 USD 4,24 8,27 5,66 7,36 USD BNY Mellon Global Credit USD W Acc 4,00 8,22 7,11 8,01 USD BlueBay Global Hi Yld ESG Bd I USD 8,05 10,80 8,45 USD PIMCO GIS Glb Hi Yld Bd Instl USD Acc 3,94 7,89 11,41 8,36 USD Candriam Bds Global Hi Yld R EUR Cap 4,92 7,82 3,85 5,53 EUR GS Glbl Hi Yld Base Inc USD 3,18 7,73 11,15 10,75 USD AB Short Dur Hi Yld S1 USD Acc 3,41 7,40 11,91 8,31 USD PIMCO GIS Divers Inc Instl USD Acc 4,11 7,39 7,48 7,79 USD RobecoSAM SDG Credit Income I USD 7,30 8,31 7,95 USD Invesco Global Inv Grd CorpBd C USD AD 3,24 7,29 6,96 8,45 USD RobecoSAM Global SDG Credits IH $ 7,23 5,97 7,93 USD New Capital Glbl Val Crdt GBP Acc 3,29 6,69 6,21 8,46 GBP JPM Global Corp Bd A (acc) USD 2,86 6,64 6,28 7,89 USD BlueBay Glbl Inv Grd Corp Bd I EUR 4,09 6,62 -0,53 7,56 EUR BGF Global High Yield Bond C1 USD 2,48 6,52 8,61 8,82 USD FvS Bond Opportunities EUR I 4,26 6,44 -1,93 6,43 EUR AXAWF Global Strategic Bds F Cap GBP H 3,11 6,44 5,94 6,90 GBP Vanguard Global Credit Bond Ins EURH Acc 6,42 -1,30 5,84 EUR Muzinich Global Tact Crdt HUSD Inc Fndr 3,03 6,30 8,67 7,15 USD Candriam Sst Bd Glbl Hi Yld R € Acc 6,11 2,20 5,02 EUR M&G (Lux) Glb Corp Bd CI H EUR Acc 3,38 5,90 -1,72 5,66 EUR UBAM Global High Yield Solution AC USD 3,13 5,76 11,75 8,30 USD PIMCO GIS GlInGd Crdt Instl USD Inc 2,84 5,74 6,14 8,36 USD AXAWF Global Infl Bds I Cap EUR 2,97 5,71 4,02 5,72 EUR MFS Meridian Global Oppc Bd I1 USD 2,62 5,59 5,72 7,09 USD M&G (Lux) Glb Fl Rt HY CI USD Acc 2,62 5,43 14,12 11,77 USD Robeco High Yield Bonds DH € 3,18 5,30 2,38 8,56 EUR Muzinich LongShortCreditYld HEUR Acc E 2,52 5,07 2,26 2,85 EUR Fidelity Global Infl-Link Bd A-Acc-USD 2,00 5,06 10,46 4,47 USD MS INVF Global Fixed Income Opps Z 2,90 5,02 7,70 7,80 USD BNY Mellon Glb ShrtDtd HY Bd USD W Acc 2,61 5,00 13,00 8,58 USD PIMCO GIS Glb Bd Instl USD Acc 2,42 4,97 6,05 6,54 USD Jupiter Dynamic Bond I EUR Q Inc 2,77 4,89 0,86 4,72 EUR AXAWF Global Infl Sh Dur Bds I Cap USD 1,52 4,77 12,93 6,00 USD MS INVF Global Bond I 2,51 4,77 2,64 EUR Fidelity Global Bond A-Dis-USD 2,47 4,75 2,55 5,26 USD Amundi Fds Glbl Aggt Bd I USD C 1,99 4,58 5,80 7,66 USD Muzinich Enhancedyield S-T HUSD Acc A 2,11 4,57 9,73 7,66 USD Invesco Global Ttl Ret EUR Bd Z EUR Acc 2,62 4,19 -0,54 4,03 EUR PIMCO GIS Income Instl EURH Acc 2,92 4,05 1,69 6,32 EUR Capital Group Glob Bond (LUX) Z 1,78 4,03 1,61 4,70 EUR JPM Global Strat Bd A perf (acc) USD 0,96 3,92 7,52 5,78 USD Jupiter Strategic AbsRt Bd I € H Acc 3,83 -0,45 2,80 EUR JPM Aggregate Bond C (dist) EURH 1,80 3,66 -0,89 3,16 EUR Amundi Rspnb Invest Imp Green Bds I C 1,73 3,15 -2,62 4,63 EUR T. Rowe Price Dyn Glb Bd I USD -0,03 2,96 7,87 6,11 USD AXAWF Global Infl Bds Redex I Acc EUR 2,41 8,58 3,71 EUR Mercer Short Dur Glbl Bd 1 M-1 NOK Hdg -0,10 2,20 4,52 13,04 NOK Nordea 1 - Flexible Fixed Income BI EUR 1,38 2,06 0,13 2,31 EUR Candriam Bds Crdt Opps I EUR Cap 1,25 1,94 0,87 2,54 EUR JPM Global Short Duration Bd A(acc)USD -0,08 1,90 7,41 6,24 USD Candriam Long Short Credit Classique 0,32 0,80 -0,18 1,60 EUR BSF Global Absolute Return Bond A2 EUR -0,21 0,58 -2,15 3,86 EUR Templeton Global Bond A(Mdis)USD -2,36 -2,39 2,35 6,88 USD Templeton Global Ttl Ret A(acc)USD -3,33 -3,86 2,04 7,58 USD
Sterling Fixed Income
Vontobel TwentyFour Abs RetCrdt G GBP 2,80 4,96 7,17 6,65 GBP
US Fixed Income
Nomura Fds US High Yield Bond I USD 4,66 9,34 16,21 10,40 USD
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
NN (L) US Credit P Cap USD 4,07 8,76 6,44 8,33 USD Allspring (Lux) WW $ IG Crdt I USD Acc 4,09 8,30 6,02 7,85 USD AXAWF US High Yield Bonds I Cap USD 4,19 8,09 12,20 7,87 USD Fidelity US High Yield A-Dis-USD 3,80 8,01 13,81 9,51 USD Neuberger Berman Strat Inc I JPY Acc 3,33 7,08 10,47 7,78 JPY Nomura Fds Select US High Yield Bd IEURH 6,16 3,68 9,07 EUR Amundi Fds Pio US Corp Bond G EUR H C 2,93 6,02 -1,85 8,44 EUR MFS Meridian US Corporate Bond IH1 EUR 6,29 5,89 -2,24 7,04 EUR AXAIMFIIS US Corp Itmt Bds A USD Dis 2,49 5,78 6,55 7,17 USD Amundi Fds Pio Strat Inc A USD C 2,03 5,71 8,25 8,74 USD JPM Income A (acc) USD 2,98 5,63 9,95 8,17 USD Legg Mason WA US Core+ Bd A USD Acc 2,26 5,58 4,84 6,76 USD JPM Global High Yield Bond A (acc) EURH 3,09 5,44 4,45 8,24 EUR PIMCO GIS Ttl Ret Bd Inv USD Acc 2,14 5,33 5,91 6,55 USD Amundi Fds Pio US Bond A2 EUR C 1,95 5,18 6,93 7,47 EUR Vanguard USTrs InfProtSecsIdxSel EURHAcc 2,39 5,13 4,62 3,04 EUR AXAIMFIIS US Short Dur HY A Cap USD 2,29 5,10 11,04 6,76 USD AB American Income C Inc 1,89 5,09 6,78 8,54 USD UBAM Medium Term US Corporate Bd AC USD 1,48 4,53 5,53 6,89 USD JPM US Aggregate Bond A (dist) USD 1,61 4,51 5,47 6,94 USD Vanguard U.S. Govt Bd Idx $ Acc 1,34 4,01 4,97 7,68 USD GS US Mortgg Bckd Secs I Acc USD 1,13 3,71 6,03 6,41 USD CS (Lux) Corporate Short Dur USD Bd A 0,70 3,02 7,12 6,44 USD JPM US Short Duration Bond A (acc) USD 0,27 2,70 7,00 6,27 USD UBS (Lux) BS Sht TermUSDCorpSst$P-acc 0,36 2,69 6,97 6,42 USD Muzinich ShortDurationHY HEUR Acc A 1,23 2,58 2,28 5,56 EUR PIMCO GIS Low Avrg Dur Instl USD Acc 0,15 2,43 6,68 6,12 USD BGF US Dollar Short Duration Bd A1 USD 0,17 2,34 6,83 6,54 USD Franklin US Government A(Mdis)USD -0,56 1,79 4,67 6,57 USD UBAM Dynamic US Dollar Bond AC USD -0,17 1,41 7,66 6,60 USD JPM Income Opp A perf (acc) EURH -0,48 0,00 -0,65 2,82 EUR
Asia Equity
Allianz Oriental Income P USD
JPM Pacific Equity A (dist) USD 18,60 32,33 18,49 17,59 USD
13,49 18,73 6,46 13,11 USD
Asia ex-Japan Equity
New Capital Asia Future Ldrs USD Sdr Acc 27,02 5,73 14,67 USD
Polar Capital Asian Stars S Acc 24,05 12,02 15,99 USD Fidelity Asia Pacific Opps A-Acc-EUR 16,05 22,68 19,56 16,90 EUR UBS (Lux) ES As Smlr Coms (USD) P-acc 12,43 20,42 10,31 13,38 USD MS INVF Asia Opportunity Z 18,85 19,86 -14,30 17,89 USD Schroder ISF Emerging Asia C Acc EUR 14,36 17,96 6,34 16,12 EUR Schroder ISF Asian Ttl Ret C Acc USD 12,52 17,75 12,60 14,82 USD Mirae Asset Asia Sect Ldr Eq K USD Cap 11,17 17,16 8,01 16,19 USD T. Rowe Price Rspnd Asn ex-Jpn Eq I $ 11,94 16,52 3,44 14,77 USD Schroder ISF Sust Asn Eq C Acc USD 16,27 11,14 14,82 USD Mirae Asset Asia Great Consumer Eq I USD 12,14 14,78 -10,94 15,99 USD Fidelity Sustainable Asia Eq A-Dis-USD 11,63 14,58 3,73 15,35 USD JPM Asia Pacific Equity A (acc) USD 11,13 14,23 2,05 15,69 USD Schroder ISF Asian Opports A Dis USD AV 11,82 14,21 2,86 16,59 USD Aberdeen S Asn Smllr Coms A Acc USD 8,09 13,77 20,28 16,23 USD Aberdeen S Asia Pac Eq A Acc USD 9,81 13,73 3,16 14,84 USD CS (Lux) Asia Pacific Income Eq A USD 10,40 13,54 9,00 12,76 USD Vanguard Pac ex-Japan Stk Idx USD Acc 6,56 9,78 12,56 18,54 USD
Consumer Goods & Services Sector Equity
Pictet-Premium Brands I EUR 18,76 28,39 34,52 18,09 EUR GAM Multistock Luxury Brands Eq USD C 17,54 23,76 28,51 16,49 USD Invesco Glbl Consmr Trnds A USD Acc 15,50 23,12 -1,04 22,84 USD BNP Paribas Smart Food I Cap 8,35 16,53 20,21 15,49 EUR
Energy Sector Equity
RobecoSAM Smart Energy Eqs D EUR 22,28 38,20 26,92 20,56 EUR BNP Paribas Energy Transition C D 11,41 35,22 -10,53 40,38 EUR Pictet-Clean Energy I USD 17,46 33,18 21,31 19,42 USD BGF Sustainable Energy A2 17,61 31,59 24,52 16,64 USD
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
Equity Miscellaneous
RobecoSAM Sustainable Water Eqs F EUR 16,78 27,82 39,51 16,29 EUR Pictet-Water I EUR 15,26 25,91 40,84 15,32 EUR BNP Paribas Aqua C C 15,04 25,89 36,99 16,87 EUR Pictet-Nutrition I USD 10,54 16,69 16,45 12,61 USD
Europe Emerging Markets Equity
Amundi Fds Russian Equity A EUR C 8,67 17,50 24,71 23,32 EUR
Europe Equity Large Cap
MS INVF Europe Opportunity Z
18,04 31,62 24,21 14,25 EUR BGF Continental Eurp Flex E2 EUR 16,42 28,25 25,20 16,58 EUR BSF European Opps Extension A2 EUR 17,34 28,21 44,23 17,54 EUR Allianz Europe Equity Growth W EUR 15,71 27,67 32,69 16,48 EUR BSF European Unconstrained Eq A2 EUR 26,86 32,42 13,61 EUR UBAM Swiss Equity UC CHF 15,10 25,65 32,59 12,17 CHF Candriam Eqs L Eurp Innovt R EUR Cap 16,16 25,04 28,17 13,90 EUR GAM Star Continental Eurp Eq Instl £ Acc 11,49 24,32 27,45 16,23 GBP BGF European Special Situations A2 13,94 24,00 25,68 14,99 EUR AXAWF Fram Switzerland F Cap CHF 15,38 23,75 26,92 12,38 CHF Carmignac Pf Grande Europe A EUR Acc 13,39 23,38 21,73 14,09 EUR Threadneedle (Lux) European Select IE 13,53 22,70 26,23 13,87 EUR Allianz Euroland Equity Growth W EUR 13,15 22,49 21,70 17,57 EUR CM-AM Convictions Euro S 13,58 21,95 27,91 15,66 EUR Fidelity FAST Europe A-ACC-EUR 13,01 21,85 18,05 14,50 EUR JPM Europe Strategic Growth A (dist) EUR 13,54 21,81 33,88 15,13 EUR Echiquier Positive Impact Europe A 12,78 21,56 16,38 13,44 EUR ASSI– Eu ex UK Sus n Re Inv Eq A Acc EUR 13,43 20,88 22,69 14,06 EUR BGF Euro-Markets A2 10,22 20,60 27,23 18,22 EUR Aberdeen S Eu Sus n Res Inv Eq A Acc EUR 12,07 20,04 17,21 13,58 EUR Jupiter European Growth D EUR Acc 14,92 19,99 26,42 13,23 EUR MGI Eurozone Equity M1 EUR 13,42 19,93 28,09 16,31 EUR JPM Europe Sustainable Equity I (acc)EUR 10,77 19,85 25,96 17,69 EUR DWS Aktien Strategie Deutschland LC 10,10 19,63 23,29 23,99 EUR Candriam Sst Eq Euro R Acc € 11,43 19,46 25,32 16,15 EUR Candriam Sst Eq EMU R € Acc 10,79 19,32 25,05 18,18 EUR Fidelity European Dynamic Gr A-Dis-EUR 13,06 19,09 17,02 14,82 EUR Janus HndrsnContinen Eurp I2 EUR 10,18 18,87 24,62 15,59 EUR Eleva UCITS Eleva Eurp Sel I EUR acc 11,50 18,85 28,33 17,53 EUR AXA IM Euro Sélection A 12,18 18,53 19,35 14,73 EUR Schroder ISF European Sus Eq C Acc EUR 18,41 22,71 16,33 EUR MainFirst Top European Ideas C 11,59 18,23 23,11 23,99 EUR T. Rowe Price Eurp Eq I EUR 10,78 18,01 23,58 15,02 EUR MFS Meridian European Value A1 EUR 12,04 17,65 22,79 14,40 EUR Amundi Fds Euroland Equity E2 EUR C 7,74 15,89 24,94 20,35 EUR Amundi MSCI EMU ESG Ldrs Sel IE-C 8,40 15,56 21,43 19,08 EUR Threadneedle (Lux) Pan Eur Eq Dv 9G GBP 8,15 15,52 21,35 18,14 GBP Vanguard European Stock Idx USD Acc 8,71 15,42 25,49 16,55 USD Janus Henderson Hrzn Euroland A2 EUR 6,82 15,15 27,99 20,79 EUR JPM Europe Equity Plus A perf (acc) EUR 7,74 15,02 33,35 19,00 EUR Pictet-Europe Index P EUR 8,39 15,02 24,91 16,61 EUR BGF European Equity Income A2 7,91 15,00 20,05 16,22 EUR MFS Meridian European Research A1 EUR 8,94 14,84 17,59 14,49 EUR Schroder ISF EURO Equity C Dis EUR 7,87 14,82 22,31 19,57 EUR JPM Euroland Equity A (dist) EUR 8,23 14,52 25,44 20,49 EUR DWS Deutschland LC 6,12 14,32 15,07 24,13 EUR GS Europe CORE Equity Base Inc EUR 7,94 14,28 26,91 18,05 EUR Fidelity Germany A-Dis-EUR 7,73 13,23 12,03 19,44 EUR Robeco QI European Cnsrv Eqs I € 7,75 12,91 23,88 13,47 EUR M&G (Lux) Eurp Strat Val CI EUR Acc 6,22 12,00 26,41 21,13 EUR Robeco Sustainable Eurp Stars Eqs D EUR 7,39 11,85 22,26 15,33 EUR Amundi Fds European Eq Val M2 EUR C 6,26 11,84 25,29 24,58 EUR Santander Acções Europa CA FIMAA 5,36 11,83 22,75 19,43 EUR AB Eurozone Eq Ptf IX Acc 7,68 11,60 17,77 21,32 EUR Montepio Acções Europa A FIMAA 5,62 11,53 23,17 17,19 EUR Invesco Sus Pan Eurp Stu Eq C € Acc 6,39 11,29 22,84 15,56 EUR Fidelity European Growth A-Dis-EUR 5,58 10,73 20,30 18,05 EUR Fidelity European Lgr Coms A-Dis-EUR 5,45 10,57 19,76 18,14 EUR Invesco Pan European Equity A EUR Acc 4,09 9,72 24,84 22,24 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
JPM Europe Strategic Value A (dist) EUR 3,45 8,13 27,62 24,84 EUR Fidelity Iberia A-Dis-EUR 4,06 5,78 5,84 18,68 EUR UBS (Lux) ES Euro Countrs Inc€ P-acc 4,30 5,40 16,62 15,81 EUR
Europe Equity Mid/Small Cap
ASSII-Eu SmlComp D Acc EUR
17,67 28,80 33,65 20,37 EUR Eleva UCITS Eleva Ldrs SMCap Eurp I€ acc 26,75 27,61 15,37 EUR Threadneedle (Lux) Pan Eurp SmCpOpps ZE 16,09 24,76 23,50 18,26 EUR CM-AM Small & Midcap Euro RC 14,82 23,21 21,08 15,89 EUR Threadneedle (Lux) Eur Smlr Com 9E EUR 15,25 22,91 22,95 17,40 EUR Janus Henderson Hrzn PanEurpSmrComs A2€ 12,32 22,85 21,17 26,53 EUR Threadneedle (Lux) Pan Eurp SmlrComs 3E 14,74 22,25 20,88 18,31 EUR UBAM Swiss Small And Mid Cap Eq AHC EUR 13,73 21,88 26,56 15,67 EUR Echiquier Agenor SRI Mid Cap Europe A 14,32 20,61 15,33 14,11 EUR Sycomore Fund Happy @ Work I 8,76 17,33 15,49 15,72 EUR MFS Meridian European Smlr Coms A1 EUR 10,06 16,72 20,73 17,06 EUR Oddo BHF Avenir Europe CR-EUR 10,27 15,99 12,62 16,62 EUR BNP Paribas Europe Small Cap I C 10,17 14,70 16,68 19,47 EUR IMGA Ações Portugal A FIAA 5,31 6,35 21,62 21,53 EUR Lonvia Avenir Mid-Cap Euro Clean 38,06 EUR
Financials Sector Equity
Robeco New World Financials D € 12,05 19,02 24,06 23,13 EUR Fidelity Global Financial Svcs A-Dis-EUR 9,05 16,94 31,59 20,08 EUR
Global Emerging Markets Equity
MS INVF Emerging Leaders Equity A 14,72 25,94 9,36 18,57 USD Polar Capital Em Mkts Stars S USD Acc 21,77 7,59 17,45 USD Candriam Sst Eq Em Mkts R € Acc 12,68 18,60 6,00 16,15 EUR Capital Group New World (LUX) Z 12,02 18,58 12,44 15,20 USD GS Emerging Markets Eq ESG I Acc USD 18,53 4,87 16,53 USD Fidelity Em Mkts A-DIST-USD 11,23 17,71 7,70 16,51 USD Nordea 1 - Emerging Stars Equity BI EUR 11,63 17,63 -3,53 17,06 EUR GS Emerging Markets Eq R Inc GBP 11,96 17,42 5,21 16,81 GBP Wellington Emerg Mkt Devpmt USD D Ac 12,77 17,36 4,73 16,53 USD GQG Partners Emerging Mkts Eq I EUR Acc 17,01 5,78 13,97 EUR JPM Emerging Markets Equity A (dist) USD 11,35 16,07 -3,06 17,09 USD Capital Group EM Growth (LUX) Z 11,28 15,71 6,20 15,75 USD UBS (Lux) Eq Fd EM Sst Ldrs (USD) P 12,03 14,98 -0,18 14,09 USD JPM Emerging Markets Div A (acc) EUR 9,47 14,53 15,64 16,64 EUR BGF Emerging Markets A2 11,83 14,36 4,30 17,19 USD JPM Em Mkts Small Cap A (acc) perf EUR 10,13 14,24 15,92 17,74 EUR American Century Em Mkts Eq I USD 9,79 13,38 1,18 15,91 USD GS EM CORE Eq I Acc USD Close 8,84 12,31 8,34 16,12 USD Schroder ISF Em Mkts A Dis USD AV 8,74 12,17 1,62 16,81 USD Vontobel mtx Sust EmMkts Ldrs I USD 10,24 11,81 0,77 14,72 USD Templeton BRIC I(acc)USD 10,31 11,62 3,20 18,38 USD Robeco Emerging Stars Equities D € 6,86 11,55 7,74 18,26 EUR GAM Multistock EM Equity USD C 8,05 11,42 2,07 18,01 USD Vanguard Emerg Mkts Stk Idx Inv EUR Acc 7,89 10,79 4,52 15,88 EUR Robeco QI Emerging Cnsrv Eqs I € 5,90 7,53 19,92 14,21 EUR NB Mercados Emergentes FIMAA 5,77 7,11 1,73 15,20 EUR
Global Equity Large Cap
MS INVF Global Quality Z 96,74 77,18 28,68 13,62 EUR MS INVF Global Brands A USD 97,49 75,87 31,36 13,22 EUR Schroder ISF Glb Disruption C Acc USD 33,02 21,61 15,85 USD GS Global Millennials Eq I Acc USD 20,69 32,29 16,49 15,74 USD AMP Capital Global Companies I USD Acc 31,67 29,26 13,37 USD Seilern World Growth CHF H R 20,69 30,69 34,03 16,48 CHF Vontobel Clean Technology I EUR 16,30 30,53 27,05 16,14 EUR Pictet - Global Envir Opps I EUR 17,86 30,52 27,11 14,68 EUR DPAM INVEST B Eqs NewGems Sust A Dis 20,05 29,77 21,77 15,40 EUR T. Rowe Price Glb Foc Gr Eq A USD 19,95 29,62 16,92 16,62 USD New Capital Glbl Eq Convict USD Inst Acc 19,09 29,52 25,60 12,84 USD AB SICAV I Stbl Glb Tmtc Ptf A 19,17 29,22 30,60 14,82 USD MS INVF Global Opportunity Z 22,64 28,98 8,55 16,19 USD Threadneedle (Lux) Global Focus ZU 20,68 28,82 32,77 13,46 USD Schroder ISF Glb Clmt Chg Eq C Acc USD 17,96 28,63 19,65 16,34 USD CPR Invest Glbl Dsrpt Opp R EUR Acc 17,55 28,60 7,86 18,21 EUR American Century Concntr Glb Gr Eq I USD 19,37 27,84 22,20 14,95 USD
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
BPI GIF Opportunities I
16,20 27,14 35,72 14,53 EUR Capital Group New Pers (LUX) ZL 17,87 27,04 26,70 15,61 USD Schroder ISF Glbl Sust Gr C Acc USD 19,02 27,03 29,37 12,79 USD Robeco Global Consumer Trends D € 19,84 26,57 8,89 14,75 EUR Pictet-Security I EUR 16,80 26,20 32,11 15,55 EUR Allianz Thematica P EUR 18,54 25,69 20,55 13,53 EUR BMO Responsible Global Equity I Inc EUR 16,48 25,47 27,32 15,13 EUR CS (Lux) Security Equity BH CHF 17,09 25,44 22,31 19,11 CHF UBAM 30 Global Leaders Equity AHC EUR 16,85 24,89 31,73 15,52 EUR Allianz Global Sustainability P EUR 15,20 24,49 34,88 15,02 EUR Schroder ISF Global Eq C Acc USD 15,58 24,48 30,81 13,89 USD Wellington Glbl Quality Gr USD S Ac 17,76 24,03 26,71 14,11 USD Fundsmith Equity I EUR Acc 17,74 23,85 29,10 12,44 EUR M&G (Lux) Positive Impact LI EUR Acc 23,63 21,99 14,77 EUR Schroder ISF Global Eq Alp C Acc EUR 14,59 23,60 32,01 14,43 EUR JPM Global Focus A (dist) EUR 12,33 23,17 31,39 16,78 EUR Fidelity Glb Dmgrphcs Y-Acc-GBP 16,33 23,14 24,77 12,90 GBP Candriam Sst Eq World R € Acc 12,52 23,09 34,08 15,95 EUR AB Global Equity Blend S1 Acc 13,98 23,01 29,80 15,34 USD JPM Global Select Equity A (acc) USD 13,73 22,89 31,83 16,40 USD Candriam Eqs L Glbl Demography C EUR Cap 13,81 22,69 29,52 14,76 EUR Nordea 1 - Global Portfolio BP EUR 15,14 22,38 27,78 15,67 EUR Pictet-Global Megatrend Sel I USD 14,16 22,06 19,65 15,00 USD Caixa Ações Líderes Globais FIMAA 14,16 21,84 30,69 13,94 EUR Vanguard Glb Stk Idx $ Acc 13,19 21,82 30,98 15,57 USD Nordea 1 - Global Stars Equity BP EUR 15,27 21,81 22,96 15,06 EUR NSF SICAV Wealth Defender Glbl Eq I USD 15,80 21,69 26,96 14,44 USD MS INVF Global Sustain Z USD Acc 21,68 28,38 13,47 USD BNY Mellon Long-Term Glbl Eq USD C Acc 14,85 21,39 26,97 13,94 USD Fidelity World A-Dis-EUR 12,23 20,70 23,06 15,89 EUR GS Global CORE Eq I Inc USD Snap 12,26 20,06 32,50 16,48 USD Ninety One GSF Glb Qual Eq Inc IX Inc $ 11,71 19,77 28,20 13,09 USD Mercer Passive Global Equity M2 EUR H 12,26 19,31 22,94 16,38 EUR MFS Meridian Global Equity A1 USD 11,30 19,14 24,70 15,78 USD AXA Rosenberg Glb Eq Alpha A USD Acc 11,25 19,11 31,87 16,54 USD NB Momentum Sustentável FIMAA 11,42 19,09 23,91 13,76 EUR Pictet SmartCity I dm GBP 9,77 18,55 16,63 15,17 GBP Mirabaud Sust Glbl Hi Div A USD Acc 10,56 18,21 32,42 14,02 USD M&G (Lux) Glb Dividend CI USD Acc 10,02 16,83 21,23 19,57 USD DWS Invest ESG Equity Income LC 15,65 25,86 12,38 EUR Fidelity Global Dividend I-Acc-EUR 9,76 15,33 20,56 12,41 EUR Robeco BP Global Premium Eqs B EUR 7,24 14,52 29,61 18,88 EUR DWS Invest Top Dividend FC 5,87 10,47 22,89 12,40 EUR Templeton Growth (Euro) I(acc)EUR 3,15 8,35 12,57 15,41 EUR Ninety One GSF Global Envir I Acc EUR 20,04 EUR
Global Equity Mid/Small Cap
Nordea 1 - Global Climate & Envir BI EUR 18,13 31,34 34,70 16,49 EUR CPR Invest Education E EUR Acc 9,46 5,70 18,85 EUR Fisher Invts Instl Glbl Small Cp Eq $ USD
Greater China Equity
Allianz China A Shares AT USD 22,17 39,79 6,81 18,62 USD Schroder ISF Taiwanese Equity C Acc USD 18,39 30,52 40,40 16,90 USD Schroder ISF All China Equity C Acc USD 25,60 2,07 17,43 USD JPM China A (dist) USD 16,72 24,28 -14,17 20,03 USD BNP Paribas China Eq Cl C 13,66 18,48 -12,70 17,80 USD Ninety One GSF All China Eq IX Acc$ 12,66 14,45 -5,25 15,69 USD Schroder ISF China Opps C Acc USD 11,24 14,19 -7,68 18,00 USD UBS (Lux) EF China Oppo(USD) P USD acc 11,16 10,59 -20,27 16,66 USD Fidelity China Consumer Y-Acc-USD 7,90 8,81 -18,66 18,43 USD Schroder ISF Hong Kong Eq A Acc HKD 8,27 7,74 -4,84 16,35 HKD
Healthcare Sector Equity
CS (Lux) Digital Health Equity SB USD 27,59 -12,65 22,94 USD Candriam Eqs L Onclgy Impct I USD Cap 24,90 11,29 14,63 USD AB International HC A Acc 16,32 20,79 32,63 12,69 USD JPM Global Healthcare C (acc) USD 14,53 19,59 20,38 13,33 USD Fidelity Global Health Care A-Dis-EUR 14,15 19,28 31,66 12,59 EUR Janus Henderson Glb Life Scn I2 USD 14,25 19,12 13,61 15,04 USD
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
BGF World Healthscience A2 13,93 17,62 22,86 12,23 USD Candriam Eqs L Biotech C USD Cap 10,32 16,34 4,73 18,47 USD JPM Thematics Genetic Thrps C2 Acc USD -5,71 USD
India Equity
Ashoka India Opps A USD Acc 30,35 51,45 21,65 USD GS India Equity I Inc USD 15,72 20,95 45,74 23,67 USD Nomura Fds India Equity Z USD 18,14 20,30 56,41 23,19 USD Schroder ISF Indian Opports C Acc USD 15,01 16,44 30,61 21,01 USD Franklin India I(acc)USD 11,47 16,25 36,23 23,05 USD
Industrials Sector Equity
RobecoSAM Smart Materials Eqs I EUR 13,39 21,23 25,43 19,61 EUR
Infrastructure Sector Equity
M&G (Lux) Global Listed Infras L USD Acc 17,34 22,84 17,99 USD LM ClearBridge Infras ValPRGBPHDisAPH+e 8,65 15,28 21,79 17,99 GBP DWS Invest Global Infras FC 7,94 15,14 29,80 14,59 EUR Wellington Enduring Assets GBP G A1 Di 9,08 13,00 22,81 12,00 GBP Lazard Global Lstd Infras Eq A Dist GBP 9,27 12,96 28,16 17,66 GBP
Japan Equity
GS Japan Equity Ptnrs I Acc EUR Hdg 16,25 22,53 15,52 14,74 EUR JPM Japan Equity A (dist) USD 13,57 20,74 3,77 14,54 USD GS Japan Equity R Inc GBP Snap 10,48 16,85 12,09 13,21 GBP Jupiter Japan Select D USD Acc 10,26 16,48 13,56 14,28 USD Pictet-Japanese Equity Opps PJPY 7,61 13,57 12,58 14,43 JPY Aberdeen S Japanese Eq A Acc JPY 5,51 13,45 2,27 13,76 JPY Amundi IS MSCI Japan IE-C EUR 6,82 12,12 9,70 13,33 EUR Invesco Japanese Eq Adv C JPY Acc 8,54 10,94 3,72 15,40 JPY Schroder ISF Japanese Eq A Dis AV 5,82 9,08 6,64 13,16 JPY Man GLG Jpn CoreAlpha Eq I JPY 1,41 4,09 23,67 19,98 JPY BNP Paribas Japan Sm Cp Cl C EUR
Latin America Equity
DWS Invest Latin American Eqs LC 7,41 6,88 0,33 30,05 EUR Schroder ISF Latin American C Acc EUR 2,74 1,22 -3,84 29,91 EUR
Long/Short Equity
Alger Dynamic Opportunities A US 11,66 18,45 10,32 12,39 USD GAM Star Alpha Technology EUR Inc 12,78 17,09 9,25 10,86 EUR AB Select Abs Alpha S1 USD Acc 8,70 14,81 25,32 8,83 USD Schroder GAIA Egerton Equity C Acc EUR 8,49 11,60 8,40 11,77 EUR BSF Emerging Coms Abs Ret A2 EUR H 10,33 8,68 8,21 EUR Pictet TR - Mandarin I USD 9,41 8,77 1,59 7,53 USD Janus Henderson Hrzn PanEurpAbsRetI2 EUR 4,62 8,36 8,38 5,78 EUR Eleva UCITS Eleva Abs Ret Eurp S EUR acc 7,84 8,13 6,69 3,63 EUR Pictet TR - Atlas I EUR 4,48 7,03 6,60 2,61 EUR Janus HndrsnAbsolute Return A2 GBP 2,08 5,42 10,37 7,06 GBP Pictet TR - Corto Europe I EUR 2,61 4,03 5,82 3,32 EUR Pictet TR Atlas Titan E EUR 15,40 EUR
Natural Resources Sector Equity
Pictet-Timber I USD
11,92 23,05 30,34 22,28 USD BGF World Mining A2 13,25 23,01 24,95 25,06 USD Allianz Global Metals and Mining I EUR 8,76 15,44 21,47 27,39 EUR JPM Global Natural Resources A (acc) EUR 5,93 12,58 30,78 24,70 EUR
Precious Metals Sector Equity
DWS Invest Gold and Prec Mtl Eqs FC 8,95 19,02 -1,86 34,31 EUR BGF World Gold A2 3,92 15,79 -3,80 34,15 USD
Real Estate Sector Equity
Janus Henderson Hrzn PanEurpPtyEqs A2EUR 13,41 18,39 27,38 19,69 EUR Nordea 1 - Global Real Estate BP EUR 9,90 17,31 41,52 18,68 EUR MS INVF Global Property I 3,97 8,34 31,88 21,17 USD Janus Henderson Hrzn GlblPtyEqsA2USD EUR
Technology Sector Equity
BGF Next Generation Technology Z2 USD 49,83 10,47 23,25 USD Threadneedle (Lux) Global Tech DU 27,08 44,12 47,40 21,27 USD JPM US Technology A (dist) USD 33,10 44,11 21,31 22,53 USD Allianz Global Artfcl Intlgc W EUR 42,99 18,79 23,51 EUR BGF World Technology A2 32,20 42,43 16,21 20,10 USD Franklin Technology A Acc USD 29,27 40,20 32,53 19,39 USD Echiquier Artificial Intelligence K EUR 39,76 7,34 27,98 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
Janus Henderson Glb Tech&Inno H2 USD 27,88 37,11 26,31 16,91 USD Fidelity Global Technology A-Dis-EUR 25,05 36,59 31,52 17,68 EUR Wellington Asia Technology USD D Ac 36,42 23,71 16,38 USD BNP Paribas Disrpt Tech Cl D 26,51 36,18 33,64 16,95 EUR Polar Capital Global Tech I Inc 27,77 34,62 18,45 16,27 USD Pictet - Robotics I dy EUR 23,24 34,49 28,48 19,76 EUR AXAWF Fram Robotech G Cap USD 21,88 33,77 26,55 18,25 USD BNY Mellon Mobility Innovation USD E Acc 33,12 28,94 21,53 USD JPM Europe Dynamic Techs Fd A (dist) EUR 22,02 32,97 32,69 19,04 EUR Janus Henderson Hrzn GlbTechLdrs A2USD 23,53 32,56 26,79 16,62 USD UBAM Tech Global Leaders Equity IHC EUR 32,23 25,05 18,63 EUR AXAWF Framlington Dgtl Ecoy I Cap USD 32,22 21,62 17,58 USD BGF Future of Transport Z2 USD 31,15 31,15 22,63 USD EdRF Big Data N EUR 16,41 25,32 31,13 18,85 EUR Robeco FinTech I USD 22,01 12,41 19,90 USD Pictet-Digital PUSD 13,71 17,56 4,19 15,62 USD BPI GIF Technology Revolution M EUR 5,95 EUR
UK Equity Large Cap
BGF United Kingdom E2 8,41 15,62 21,21 16,75 GBP Liontrust GF Spec Sits C3 Instl Acc £ 10,40 15,24 27,17 17,01 GBP Threadneedle (Lux) UK Eqs IG GBP Acc 3,89 9,24 17,78 21,54 GBP
US Equity Large Cap Blend
Franklin US Opportunities A(acc)USD 20,47 30,21 25,38 18,17 USD BNY Mellon Dynamic U.S. Equity USD W Acc 28,33 39,88 16,16 USD JPM US Select Equity A (acc) USD 16,20 27,51 37,21 16,29 USD Amundi IS S&P 500 ESG IE-C 16,34 26,62 42,69 16,41 EUR Amundi IS MSCI North America IE-C 15,86 26,12 35,94 16,54 EUR BPI América D FIAA 15,98 25,77 36,12 15,76 EUR Vanguard U.S. 500 Stk Idx $ Acc 15,96 25,54 37,81 16,07 USD AXA Rosenberg US Enh Idx Eq Alp A $ Acc 15,58 25,14 37,89 15,91 USD Pictet-USA Index P USD 15,61 25,12 37,24 16,07 USD JPM America Equity A (dist) USD 15,94 25,11 35,32 17,29 USD JPM US Select Equity Plus A (acc) EURH 15,44 24,98 27,53 17,53 EUR Amundi Fds US Pioneer Fund C EUR C 15,54 24,96 35,24 14,85 EUR Schroder ISF US Large Cap A Dis 14,77 24,61 38,64 15,59 USD GS US CORE Equity Base Inc USD Snap 14,73 23,57 39,01 16,01 USD IMGA Ações América A FIAA 14,16 23,56 34,72 14,11 EUR AXA Rosenberg US Equity Alpha A USD Acc 13,87 23,40 38,79 17,29 USD T. Rowe Price US Eq I USD 14,85 23,36 35,85 15,24 USD Neuberger Berman US MltCp Opps USD1 IAcc 14,47 22,08 34,70 18,27 USD NN (L) US Enh Cr Concntr Eq P Dis USD 13,89 21,95 34,20 16,99 USD AB Select US Equity A EUR H Acc 13,72 20,86 27,58 16,86 EUR Allianz Best Styles US Equity AT H2 EUR 13,76 20,67 28,68 16,67 EUR Santander Acções América CA FIMAA 7,19 12,16 4,18 17,86 EUR Thematics Safety H-R/A GBP 15,35 GBP
US Equity Large Cap Growth
MS INVF US Growth I 30,74 39,59 9,62 25,92 USD New Capital US Growth GBP Acc 21,52 34,62 32,75 21,52 GBP AB Sustainable US Tmtc A USD 21,14 31,59 33,36 15,56 USD Janus Henderson US Forty A2 USD 21,51 31,03 30,47 15,65 USD Allspring (Lux) WW USLrgCpGr IEUR Acc 23,41 31,01 27,78 16,67 EUR AB American Gr Ptf C Acc 21,71 30,59 35,96 14,88 USD Brown Advisory US Equity Growth $ B 22,71 30,28 27,76 16,34 USD MS INVF US Advantage I 21,98 29,63 4,18 21,26 USD T. Rowe Price US Lg Cap Gr Eq I USD 22,57 28,67 27,69 17,20 USD Amundi Fds Pio US EqFundmGr M2 EUR C 18,60 27,93 32,67 15,78 EUR Legg Mason CB US Eq Sust Ldrs A EURH Acc 17,68 27,16 21,47 15,60 EUR Legg Mason CB US Lg Cp Gr B USD Dis(A) 17,85 26,83 29,30 16,51 USD T. Rowe Price US Blue Chip Eq A USD 20,32 26,41 26,44 17,19 USD Vontobel US Equity A USD 14,79 20,82 26,60 15,49 USD
US Equity Large Cap Value
JPM US Value C (dist) USD 9,87 19,51 37,52 18,22 USD DWS Invest CROCI US Dividends USD LC 11,65 17,87 31,73 18,75 USD Robeco BP US Large Cap Equities I $ 9,68 17,41 38,39 19,48 USD MFS Meridian US Value A1 USD 8,62 17,15 32,57 16,66 USD Robeco BP US Premium Equities IH € 9,16 16,96 23,34 21,00 EUR Fidelity America A-Dis-USD 6,24 12,90 33,65 16,66 USD
US Equity Mid Cap
BL-American Small & Mid Caps B EUR Hdg 16,40 22,79 21,10 16,96 EUR
US Equity Small Cap
Threadneedle (Lux) Amer Smlr Com 9U USD 15,00 29,48 34,20 20,99 USD T. Rowe Price US Smlr Cm Eq Q USD 16,37 27,57 25,53 17,64 USD Fisher Invst Instl US SmCp Cr Eq ESG USD 17,10 27,22 23,37 21,04 USD Legg Mason RY US SmCp Opp A USD Dis(A) 12,43 27,02 38,30 28,63 USD JPM US Smaller Companies A (dist) USD 9,80 19,62 23,03 20,01 USD Alger Small Cap Focus I US 17,59 18,61 -6,90 21,71 USD
Convertibles
Franklin Glbl Convert Secs I(acc)EUR 13,68 20,44 10,60 12,88 EUR Lazard Convertible Global PC EUR 10,68 14,87 3,83 10,39 EUR JPM Global Convert (EUR) A (dist) EUR 7,31 13,23 0,85 12,60 EUR OFI Fund RS Glbl Convert Bond I C EUR 5,87 10,40 2,19 9,63 EUR BNP Paribas Europe Sm Cp CnvrtI C 4,18 6,78 6,14 7,44 EUR Allianz Convertible Bond AT EUR 2,33 5,49 3,57 6,42 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
Commodities Broad Basket
PIMCO GIS Cmdty Real Ret Instl USD Acc 4,19 14,32 41,78 15,01 USD StructGSQrtxMdfdStgyBlmbrgCmdIdxTR I$ 4,18 12,32 39,70 11,41 USD
Commodities Specified
Ofi Fincl Inv Precious Metals I 7,76 10,71 -12,03 17,40 EUR
Alternative Miscellaneous
Schroder GAIA BlueTrend C Acc EUR Hedged 1,88 7,38 2,54 14,09 EUR BSF Global Event Driven Z2 USD 4,39 6,38 10,37 7,19 USD Lumyna PSAM Global Event EUR A Acc 5,56 6,23 7,51 8,69 EUR ThomasLloyd Sust Infras Inc R USD Acc 5,51 7,99 12,54 USD Man AHL Trend Alternative DNY H EUR Acc 3,17 3,83 -4,39 13,78 EUR Candriam Risk Arbitrage C 0,11 0,33 0,77 2,01 EUR
Global Macro
Polar Capital Global Abs Rt S EUR H Acc 7,73 4,11 7,74 EUR GS Global Absolute Ret IO Acc USD 1,86 5,88 14,51 6,35 USD JPM Global Macro Opps A (acc) EUR 5,05 4,96 3,87 4,48 EUR JPM Global Macro A (acc) USD 2,94 4,17 10,09 6,41 USD Schroder GAIA WellingtonPagosa C AccEURH 4,01 5,12 4,08 EUR Eurizon Absolute Prudent R Acc 0,15 0,14 -1,72 1,53 EUR
Market Neutral
BSF European Absolute Return A2 EUR 4,78 5,79 8,31 5,14 EUR Man GLG Alpha Select Alt DLH EUR 6,68 5,48 7,63 3,61 EUR BMO Real Estate Eq Mkt Netrl B Acc EUR 3,57 4,77 5,50 2,34 EUR MW Systematic Alpha UCITS A EUR 3,62 4,51 5,97 4,74 EUR BPI GIF Alt Fund Iberian Eq L&S I 2,24 2,97 5,88 2,95 EUR Lumyna-MW TOPS (MN) UCITS USD B (acc) USD
Multialternative
NN (L) Alternative Beta I Cap USD Nordea 1 - Alpha 10 MA Fd BP EUR Franklin K2 Alt Strats I(acc)USD Nordea 1 - Alpha 7 MA Fd BC EUR GS Absolute Ret Trkr I Acc EUR Hdg Neuberger Bm Uncrltd Strats USD I5 Acc Pictet TR - Div Alpha J EUR 4,97 10,13 16,62 6,09 USD 5,00 7,81 9,88 6,60 EUR 2,64 5,80 10,60 6,73 USD 5,28 6,70 4,50 EUR 2,67 4,71 4,84 7,04 EUR 2,77 7,21 9,07 USD 1,58 2,61 -2,31 3,17 EUR
Aggressive Allocation
Allianz Dyn MltAst Stgy SRI75 I EUR 11,14 19,10 31,88 12,08 EUR BSF Managed Index Port Growth A2 EUR 9,35 15,65 18,28 12,81 EUR GS Global MA Gr I Acc USD 8,45 15,46 24,99 12,20 USD Barclays GlobalBeta Port 4 A Acc GBP 8,50 14,64 18,90 12,98 GBP CS (Lux) Portfolio Growth CHF B 7,14 13,99 17,63 10,40 CHF IMGA Alocação Dinâmica A FIMA 5,66 11,85 15,90 13,31 EUR First Eagle Amundi International AU-C 4,90 11,15 17,95 12,76 USD Santander Select Dinâmico A FIMA 9,73 11,88 9,18 EUR
Allocation Miscellaneous
GS US RlEstt Bal R USD (MDist Cap (MBS)) 14,32 26,20 12,35 USD
Cautious Allocation
GS Global MA Cnsv I Acc USD 4,60 9,64 12,22 7,67 USD Schroder ISF Glbl MA Bal C Acc EUR 4,45 8,80 8,48 8,57 EUR CS (Lux) Portfolio Yield CHF B 3,27 7,98 9,58 6,43 CHF
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
U Asset Allocation Enhancement USD Acc 3,55 7,73 11,04 5,50 USD Bankinter 50 PPR/OICVM A FIMA 2,90 7,32 6,17 9,28 EUR Invest Alves Ribeiro PPR FIMA 5,49 7,16 6,25 8,73 EUR Invesco Pan European Hi Inc A EUR QD 3,58 6,38 5,02 9,15 EUR ODDO BHF Polaris Moderate Cl EUR 3,78 6,37 6,55 5,01 EUR NB PPR/OICVM FIMA 5,52 6,37 2,54 9,54 EUR Caixa Seleção Global Moderado FIMA 3,39 6,35 4,01 6,60 EUR Caixa Inv Socialmente Resp FIMA 6,12 6,40 7,66 EUR Amundi Fds Global MA Cnsrv C EUR C 2,64 5,87 2,82 4,85 EUR FvS - Multi Asset - Defensive I 3,09 5,74 4,98 6,58 EUR Pictet-Multi Asset Global Opps I EUR 3,19 5,70 4,42 4,12 EUR Amundi Fds Mlt Asst Sust Fut I EUR C 3,64 5,70 4,76 5,17 EUR JPM Global Income Cnsrv C (acc) EUR 3,47 5,39 3,26 5,41 EUR Allianz Dyn MltAst Stgy SRI15 AT EUR 2,82 5,30 5,11 4,68 EUR IMGA Alocação Conservadora A FIMA 2,35 5,04 5,73 6,68 EUR Bankinter 25 PPR/OICVM A FIMA 1,55 4,27 2,30 7,08 EUR Santander Poupança Valorização FPR FIAA 1,84 4,13 4,26 4,54 EUR BPI Moderado FIAF 1,98 4,08 2,92 4,11 EUR Ninety One GSF Glb MA Inc A Acc USD 2,06 4,05 8,16 6,26 USD Caixa Wealth Defensivo D FIMA 3,97 3,25 4,65 EUR M&G (Lux) Optimal Income CI EUR Acc 2,41 3,67 1,72 7,16 EUR BPI Reforma Investimento PPR/OICVM FIAPR 1,36 3,53 3,13 6,96 EUR Allianz Strategy 15 CT EUR 2,04 3,21 1,04 4,59 EUR Santander Sustentável FIMA 2,39 1,46 4,58 EUR Caixa Seleção Global Defensivo FIMA 0,93 2,13 0,33 3,33 EUR Santander Poupança Prudente FPR FIAA 0,56 1,03 -2,05 4,88 EUR Caixa Defensivo PPR/OICVM FIA 0,46 EUR
Flexible Allocation
BL-Global Flexible USD B 9,01 13,60 16,11 7,89 USD Ninety One GSF Glb Mac Allc IX Acc USD 8,04 11,87 14,32 9,55 USD BL-Global Flexible EUR B 7,35 11,51 11,02 8,80 EUR FvS Multiple Opportunities II RT 6,82 11,47 11,22 8,45 EUR PIMCO GIS Dyn Mlt-Asst Instl EUR Acc 5,31 8,78 0,43 4,91 EUR BNY Mellon Glbl Rl Ret (EUR) W Acc 5,23 8,69 7,49 7,63 EUR DWS Concept Kaldemorgen EUR FC 4,01 7,02 9,85 6,83 EUR M&G (Lux) Dynamic Allocation CI EUR Acc 3,38 6,20 4,99 12,24 EUR
Moderate Allocation
Janus Henderson Balanced A2 USD 10,80 16,20 24,22 10,28 USD Allianz Income and Growth I H2 EUR 10,14 16,19 11,38 13,10 EUR Capital Group American Bal (LUX) Z 9,52 15,17 24,33 9,63 USD BGF Global Allocation A2 7,22 14,31 14,34 9,62 USD Carmignac Pf Patrimoine Europe A EUR Acc 13,94 9,47 6,27 EUR Capital Group Glob Alloc (LUX) Z 8,34 13,74 18,77 8,07 EUR T. Rowe Price Glb Alloc I USD 8,54 13,55 15,56 9,94 USD Allianz Dyn MltAst Stgy SRI50 W EUR 7,81 13,27 21,43 8,44 EUR Acatis Gané Value Event Fonds A 9,35 12,98 13,83 12,70 EUR Ruffer Total Return Intl I GBP Cap 5,37 12,91 16,96 9,37 GBP Man AHL TargetRisk D H EUR 9,45 12,91 12,45 8,16 EUR BGF ESG Multi-Asset E2 EUR 7,46 12,59 14,37 7,81 EUR Barclays GlobalBeta Port 3 A Acc GBP 6,86 12,10 14,86 11,25 GBP MFS Meridian Prudent Wealth I1 USD 8,90 11,75 11,93 5,36 USD Jupiter Merlin Intl Bal D EUR Acc 7,62 11,75 14,55 8,15 EUR MFS Meridian Global Total Ret A2 USD 5,66 10,99 15,55 9,43 USD Bankinter 75 PPR - OICVM A FIMA 4,81 10,70 9,72 11,31 EUR Caixa Seleção Global Arrojado FIMA 5,71 10,53 7,87 10,02 EUR JPM Global Balanced A (acc) EUR 6,60 10,42 7,86 8,63 EUR MFS Meridian Prudent Capital I1 USD 6,65 9,30 9,83 5,21 USD M&G (Lux) Income Allocation C EUR Acc 5,24 8,88 11,81 10,80 EUR BGF Global Multi-Asset Inc A2 3,95 8,38 13,85 8,25 USD FvS Multi Asset - Balanced I 4,99 8,33 8,90 8,45 EUR BMO Sustainable Mul Ast Inc I Inc EUR 4,67 8,07 7,36 6,57 EUR Caixa Wealth Moderado D FIMA 8,03 6,87 7,90 EUR Carmignac Pf Patrimoine F EUR Acc 2,45 7,94 -0,27 6,65 EUR IMGA Alocação Moderada A FIMA 3,67 7,90 10,83 9,11 EUR BPI Dinâmico FIAF 3,73 7,27 5,98 6,57 EUR JPM Global Income A (div) EUR 3,89 6,94 8,70 9,56 EUR Fidelity Glb Mlt Ast Inc A-Acc-USD 3,32 6,10 9,75 8,48 USD Nordea 1 - Stable Return BP EUR 2,89 6,04 10,88 5,77 EUR Santander Select Moderado A FIMA 5,18 5,08 5,38 EUR Santander Rendimento FIMA 3,77 4,50 8,14 EUR Caixa Moderado PPR/OICVM FIA 4,04 EUR Caixa Arrojado PPR/OICVM FIA 7,59 EUR PIMCO Sel Multi-Ast Stgy Ret I EUR Acc -0,34 EUR
FUNDO RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO VOLAT. 3 ANOS DIVISA BASE
PARTNER
NER T PAR
A OPINIÃO DE
MARK DENHAM E OBE EJIKEME Gestores de fundos, Carmignac
A CHAVE PARA NAVEGAR NAS AÇÕES INTERNACIONAIS EM 2022
Embora esperemos que a reabertura mundial continue em 2022, o crescimento global voltará ao seu potencial durante o próximo ano. Para além do ciclo de maturação, a economia global enfrenta uma série de ventos contrários (preços mais elevados das matérias-primas, menos liquidez global, aperto fiscal passivo à medida que o estímulo fiscal se torna menos generoso). Este ambiente caracterizado por uma maior incerteza pode levar os investidores a concentrarem-se mais nos fundamentais, enquanto procuram abrigo em ações mais defensivas. Apesar de a nossa estratégia dar prioridade aos investimentos em empresas que pensamos que oferecem perspetivas mais atrativas a longo prazo, acreditamos que, neste contexto, um estilo de investimento centrado na qualidade poderia revelar-se particularmente útil em 2022. Neste sentido, o setor tecnológico parece claramente atrativo e algumas das suas empresas líderes estão a demonstrar como conseguem proporcionar retornos sustentáveis numa base consistente. O setor da saúde também é interessante e tem mostrado resiliência. O contínuo reinvestimento da indústria em investigação e desenvolvimento, que se traduz numa dinâmica carteira de projetos, é atrativo para os investidores. Também podem procurar empresas de alta qualidade na temática da reabertura ou empresas que tenham sido negativamente afetadas pela pandemia, mas com potencial para dar uma volta e proporcionar um retorno brilhante à medida que o impacto da COVID-19 se desvanece.
