Grande Escolha de Fundos de Investimento









Grande Escolha de Fundos Mistos

InstrumentoPerformance 2020Performance 2021 (*)
ISINRisco KIIDSubscrição
Conservador Nordea 1 Stable Return E (EUR) ACC-1,30%5,64%LU02273852664
Moderado Morgan Stanley Global Balanced Risk Control "A" (EUR) ACC5,88%3,00%LU06942385014
Agressivo BlackRock GF Global Allocation E2 (EUR HDG) ACC16,85%5,55%LU02129261325


Grande Escolha de Fundos de Obrigações

InstrumentoPerformance 2020Performance 2021 (*)
ISINRisco KIIDSubscrição
Investment GradeEuropaBlackRock GF Euro Bond E2 (EUR) ACC3,52%-3,12%LU00908308103
EUAPIMCO Total Return Bond E (EUR HDG) ACC6,52%-2,01%IE00B11XZB053
GlobalPIMCO Global Bond E (EUR HDG) ACC5,05%-2,08%IE00B11XZ1033
High YieldEuropaNordea 1 European High Yield Bond E ACC0,50%1,47%LU02295194744
GlobalPIMCO Global Allocation High Yield Bond E (EUR HDG)1,67%1,44%IE00B11XZ3274
EmergentesGlobalPIMCO Emerging Markets Bond E (EUR HDG) ACC3,94%
-1,57%IE00B11XYW434
UnconstrainedGlobalMorgan Stanley Global Fixed Income Opportunities "AH" (EUR HDG) ACC2,34%-0,56%LU07121235113


Grande Escolha de Fundos de Ações

InstrumentoPerformance 2020Performance 2021 (*)
ISINRisco KIIDSubscrição
EuropaBlackRock GF Continental European Flexible E2 (EUR) ACC24,76%15,95%LU02241059806
EUAMorgan Stanley US Advantage AH EUR72,14%7,71%LU02661179276
GlobalGenéricosMorgan Stanley Global Brands AH (EUR HDG) ACC9,59%9,53%LU03352169325
TemáticosSetor ImobiliárioFidelity Global Property E (EUR) ACC-14,12%15,75%LU02376999956
Setor AgrícolaBlackRock Global Funds - Nutrition Fund E2 EUR8,84%16,88%LU04966548226
Setor Bens de ConsumoFidelity Global Consumer Industries A EUR20,21%12,66%LU01147215085
Setor BiotecnologiaPictet Biotech R (EUR) ACC16,18%0,72%LU02559775397
Setor ComunicaçõesFidelity Global Infrastructure "A" EUR-18,82%10,67%LU00995752916
Setor EnergiaBlackRock GF World Energy E2 (EUR) ACC-34,79%34,46%LU01223771527
Setor IndústriaFidelity Global Industries A EUR0,88%17,18%LU01147229026
Setor SaúdeBlackRock GF World HealthScience E2 (EUR) ACC3,74%12,18%LU01713092706
Setor FinanceiroFidelity Funds Global Financial Services A EUR-3,31%22,58%LU01147224986
Setor TecnologiaFidelity Funds Global Technology A EUR32,25%21,00%LU00995745676
Setor Recursos NaturaisBlackRock GF Natural Resources Growth & Income E2 (EUR) ACC-6,96%25,51%LU06286136396
Setor OuroBlackRock GF World Gold E2 (EUR) ACC16,81%-6,09%LU01713066807
Tema ÁguaPictet Water R (EUR) ACC2,83%16,90%LU01048852486
Tema EcologiaNordea Global Climate And Environment E (EUR) ACC18,81%15,25%LU03489272516
EmergentesFidelity Funds Emerging Markets Fund E-ACC EUR15,28%10,51%LU01157639706

(*) Dados a 06 de julho de 2021


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