Revista FundsPeople março e abril 2022

Page 26

20 22

PANORAMA BARÓMETRO

DADOS A 28/02/2022

FUNDOS COM RATING FUNDSPEOPLE EM 2022 FUNDO

RETORNO ANUALIZADO 5 ANOS 3 ANOS 1 ANO

VOLAT. 3 ANOS

Asia Fixed Income

FUNDO

RENDIMENTO ANUALIZADO 5 ANOS 3 ANOS 1 ANO

VOLAT. 3 ANOS

Robeco Financial Institutions Bds I €

2,63

2,10

-3,50

7,86

Eurizon Bond Aggregate RMB Z EUR Acc

7,24

18,01

6,19

Eurizon Bond Aggregate EUR Z EUR Acc

1,73

2,07

-3,78

4,84

BGF China Bond D3 USD

5,42

6,32

6,64

5,80

BlueBay Inv Grd Euro Govt Bd I EUR Acc

2,26

2,01

-4,84

4,58

Schroder ISF Asian LclCcy Bd C Acc USD

3,18

4,51

6,15

6,37

DWS Invest Euro High Yield Corp LD

1,89

1,96

-2,43

10,01

NB Rendimento Plus FIMAO

1,79

1,96

-3,09

6,82

Jupiter Glbl Em Mkt Crp Bd I USD Acc

4,50

2,71

10,00

Allianz Euro Credit SRI W EUR

1,73

1,90

-5,69

7,90

abrdn Frntr Mkts Bd X Acc USD

3,44

4,46

3,27

12,16

Nordea 1 - European High Yld Bd BI EUR

2,40

1,87

-2,29

9,57

Nordea 1 - Emerging Mkt Corp Bd BP EUR

2,53

4,41

1,29

12,73

Invesco Euro Corporate Bond Z EUR Acc

1,62

1,84

-3,25

5,84

Muzinich EmergingMktsShrtDur HUSD Acc S

1,55

2,93

4,12

8,48

Franklin European Ttl Ret A(acc)EUR

0,81

1,76

-4,58

5,17

New Capital Wlthy Ntn Bd USD Inst Inc

1,27

2,66

-2,90

9,47

Schroder ISF EURO Corp Bd C Acc EUR

1,75

1,74

-5,28

6,71

Emerging Markets Fixed Income

MS INVF Emerging Mkts Corp Debt Z

1,19

2,55

1,20

BlueBay Investment Grade Bd R EUR

1,48

1,70

-4,59

6,31

M&G (Lux) Em Mkts Bd C USD Acc

1,64

2,23

1,11

10,58

T. Rowe Price Rspnb Euro Corp Bd Z EUR

1,70

1,62

-3,92

5,88

abrdn EM Corp Bd A Acc USD

1,25

2,19

0,43

11,80

Robeco All Strategy Euro Bonds D €

0,94

1,55

-4,49

3,96

BlueBay EMkt Inv Grd Corp Bd I EUR (AID)

1,10

2,04

-4,50

7,61

BNY Mellon Rspnb Hrzn Euro Corp Bd X€Acc

1,60

1,52

-3,86

5,78

Neuberger Berman Shrt DurEM DbtUSD I Acc

0,98

1,99

3,14

8,22

Schroder ISF EURO Crdt Abs Rt C Acc EUR

1,29

1,48

-3,65

5,78

MFS Meridian Emerging Mkts Dbt A2 USD

0,39

1,58

-0,88

10,05

Invesco Euro Bond Z EUR Acc

1,46

1,39

-5,12

5,59

Pictet-Short Term Em Corp Bds I dy USD

0,59

1,55

2,62

7,87

AXAIMFIIS Europe Short Dur HY A Cap EUR

0,86

1,18

-0,17

7,49

PIMCO GIS Em Mkts Bd ESG Ins USD Acc

1,03

1,53

-1,54

10,57

Vanguard € Govt Bd Idx € Acc

1,11

1,10

-4,11

4,43

Capital Group EM Debt (LUX) Z

0,85

1,50

-1,07

10,29

Vontobel Euro Corporate Bond A EUR

0,92

1,09

-4,71

7,23

BlueBay Emerging Mkt Aggt Bd M EUR

1,49

-6,22

11,05

Neuberger Berman Ultr S/T Er Bd EUR IInc

1,03

-1,08

2,98

JPM Emerg Mkts Inv Grd Bd A (acc) EURH

0,60

1,43

-7,27

7,59

Carmignac Pf Sécurité FW EUR Acc

0,19

1,02

-3,08

3,36

Ninety One GSF EM LclCcyTlRtDt I Acc$

0,81

1,37

-2,17

7,91

DWS Invest Euro Corporate Bds FC

1,13

0,96

-4,87

6,47

Capital Group EM Local Debt (LUX) Z

0,64

1,37

1,29

10,34

MS INVF Euro Corporate Bond A

0,92

0,92

-4,59

6,34

GS EM Corp Bd I Acc EUR Hdg

0,94

0,96

-8,67

10,91

Schroder ISF EURO Bond C Dis AV

1,01

0,92

-5,69

4,98

Amundi Fds Em Mkts Bd E2 EUR C

0,57

0,95

-0,45

13,95

RobecoSAM Euro SDG Credits I EUR

0,93

0,79

-4,18

5,65

Neuberger Berman EM DbtHrdCcy USD I C

0,84

0,76

-2,02

11,40

Robeco Euro Credit Bonds D €

0,77

0,73

-4,15

5,69

JPM Emerg Mkts Lcl Ccy Dbt A (acc) USD

0,08

0,66

2,09

9,52

Nordea 1 - European Covered Bond BP EUR

0,94

0,70

-3,68

2,62

T. Rowe Price Em Lcl Mkts Bd I USD

0,37

0,56

-0,73

9,86

Franklin European Corp Bd I(acc)EUR

0,78

0,69

-4,34

5,35

Nomura Fds Emerging Market LC Debt I USD

0,22

0,48

2,89

9,43

NB Corporate Euro A

0,61

0,69

-3,62

6,20

Vontobel Emerging Mkts Dbt I USD

0,76

0,25

-1,09

14,59

Caixa Obrigações LP FIMAO

0,73

0,67

-4,11

3,87

abrdn SLI EmMkLclC D D Acc USD

-0,05

0,23

0,71

9,84

NN (L) Green Bond I Cap EUR

1,04

0,63

-5,54

6,01

GS Em Mkts Dbt Base Inc USD

-0,62

0,09

-2,05

12,43

Janus Henderson Hrzn Euro Corp Bd A2 EUR

0,89

0,61

-5,05

5,72

Allianz Em Mkts Shrt Dur Bd AM H2 EUR

-0,39

-0,08

-7,90

6,70

EdRF Bond Allocation B EUR Inc

0,86

0,58

-3,46

5,40

Pictet-Emerging Local Ccy Dbt I USD

-0,65

-0,43

-2,92

10,04

Nordea 1 - Low Dur Eurp Cov Bd BC-EUR

0,57

-1,40

1,16

Epsilon Fund Emerg Bd Ttl Ret I EUR Acc

-0,66

-0,80

-5,44

4,25

Evli Short Corporate Bond A

0,47

0,54

-1,70

5,07

BGF Emerging Markets Lcl Ccy Bd A2

-1,88

-1,09

-1,82

10,78

MS INVF Euro Bond I

0,67

0,54

-4,90

4,07

GAM Multibond Local Emerging Bond USD C

-0,61

-1,10

-1,30

9,88

Fidelity Euro Short Term Bond Y-Acc-EUR

0,33

0,52

-1,80

1,78

GlobalAccess EM Lcl Ccy Dbt A Dis EUR H

-4,98

6,67

13,04

abrdn Euro Corporate Bd D Acc EUR

0,66

0,44

-4,88

6,12

Pictet-EUR Short Term High Yield I EUR

0,54

0,40

-0,65

8,16 6,46

Europe Fixed Income

abrdn EuCpBdS&RInv D Acc EUR

BNP Paribas Enhanced Bond 6M I C BNP Paribas Euro Government Bd Privl C MS INVF Euro Corporate Bd - Dur Hgd Z NB Subordinated Debt I EUR Inc BlueBay Financial Cptl Bd I USD

-3,02

7,28

9,20

5,92

13,30

Carmignac Pf Credit FW EUR Acc

8,88

-3,45

11,27

Vanguard €z Infl-Lnkd Bd Idx € Acc

3,42

5,42

6,81

5,87

NB Euro Bond

5,49

4,76

-2,40

9,04

NB Obrigações Europa FIMAO

5,62

4,63

-2,91

9,30

Lazard Credit Fi SRI PVC EUR

3,54

4,51

-0,82

9,38

BNP Paribas Euro High Yld Bd I C

3,10

4,02

-1,46

9,01

Amundi Fds Glb Subrdntd Bd I2 EUR C

3,80

3,78

-1,50

10,70

BGF European High Yield Bond A2 EUR

2,96

3,31

-1,77

9,21

BlueBay High Yield ESG Bond R EUR

2,85

3,26

-1,85

8,64

Nordea 1 - European Fincl Dbt BI EUR

3,84

3,12

-2,60

10,95

Scor Sustainable Euro High Yield C EUR

2,63

3,12

-1,57

8,93

0,61

0,36

-5,06

Franklin Euro Short Dur Bd I(acc)EUR

0,08

0,35

-0,67

1,94

Allianz Credit Opportunities IT13 EUR

0,65

0,34

-0,92

1,88

BGF Euro Bond A2

0,56

0,28

-5,37

4,80

BGF Euro Corporate Bond A1 EUR

0,67

0,26

-4,85

5,57

Invesco Euro Short Term Bond Z EUR Acc

0,10

0,20

-1,52

2,12

AXAWF Euro Credit Short Dur I Cap EUR

-0,01

0,08

-1,10

2,42

DWS Invest ESG Euro Bonds (Short) FC

-0,08

0,04

-1,34

1,59

Bankinter Rendimento PPR/OICVM A FIMA

-0,01

-1,17

3,98

-0,49

MS INVF Short Maturity Euro Bond I

-0,10

-0,06

NN (L) Euro Fixed Income P Cap EUR

0,01

-0,08

-6,17

IMGA Euro Taxa Variável A FIMA

-0,28

-0,20

-1,76

2,62

Pictet-EUR Short Term Corp Bds I

-0,15

-0,29

-2,22

2,82 0,67

JPM Euro Govt Short Dur Bd A (acc) EUR

-0,38

-0,39

-0,72

Allianz Advcd Fxd Inc S/D W EUR

-0,20

-0,40

-2,11

2,01

IMGA Rendimento Semestral A FIMA

-0,32

-0,45

-3,06

3,69

Candriam Bds Euro Short Term C EUR Cap

-0,40

-0,47

-1,10

1,46

BGF Euro Short Duration Bond A2 EUR

-0,65

-0,79

-2,47

2,03

-0,59

-1,17

-4,93

4,72

Candriam Bds Euro High Yld R EUR Cap

2,74

2,67

-2,98

6,62

Janus Henderson Hrzn Euro HY Bd I2 EUR

2,86

2,64

-2,98

9,95

Neuberger Berman Corp Hyb Bd EUR I5 Acc

2,33

2,52

-3,48

7,74

IMGA Rendimento Mais FIMA

1,19

2,52

-5,41

5,95

Fixed Income Miscellaneous

Fidelity European Hi Yld A-Dis-EUR

2,00

2,50

-3,04

10,43

Millesima 2026 CR

0,46

EdR SICAV Financial Bonds I EUR

2,76

2,49

-2,55

9,12

BlueBay Divers Alt Crdt I Pf USD Acc

11,18

17,49

BlueBay Inv Grd Euro Aggt Bd I EUR

2,42

2,48

-5,16

4,98

Franklin Gulf Wealth Bond I(acc) USD

5,78

9,16

12,52

2,11

2,21

-1,69

8,18

MS INVF Global Asset Backed Secs Z USD

2,39

3,62

8,58

Carmignac Pf Flexible Bond A EUR Acc

ODDO BHF Euro High Yield Bond CI-EUR

4,94

10,01

2,22

2,15

-5,39

7,47

GAM Star MBS Total Return Instl USD Acc

1,82

3,17

10,87

12,16

-0,24

2,15

1,91

6,66

Alcentra European Loan II-A EUR Acc

2,71

3,09

3,25

9,80

LSF-Arcano Lw Vol Eurp Inc-ESG Sel CE-A

2,14

0,28

7,68

Arcano European Income ESG Sel BD

2,01

2,60

1,09

7,26

Schroder ISF EURO Crdt Convct C Acc EUR Pictet-CHF Bonds P

26 FUNDSPEOPLE I MARÇO E ABRIL

pol.indb 26

5/4/22 10:50


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Articles inside

Investimento imobiliário e sustentabilidade

6min
pages 116-119

Golfe e Ski: o valor acumulado do desporto

2min
pages 120-121

A crise existencial das AFP chilenas

7min
pages 112-115

Golpe da China no ano do tigre?

5min
pages 103-105

ETF em carteiras de gestão ativa

4min
pages 109-111

Paul Brain

6min
pages 78-81

Adérito Oliveira

3min
pages 88-89

Rui Castro Pacheco e Ana Gomes

3min
pages 82-83

Fundos market neutral

5min
pages 100-102

Carola Van Lamoen

5min
pages 90-93

Justin Kass

5min
pages 84-87

Marta Pérez

2min
pages 76-77

As diferentes cores do ESG em Portugal

5min
pages 42-45

Vivek Bommi

4min
pages 72-75

Ranking do Rating FundsPeople

38min
pages 26-31

Gestão de ativos em Angola

4min
pages 62-65

Regime das Empresas de Investimento

4min
pages 58-61

Ano novo...vida nova?

8min
pages 32-35

As gestoras com a gama mais consistente em Portugal

10min
pages 36-41

Aquisições estratégicas

3min
pages 12-13
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