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%6,50%LU02273852664
Moderado Morgan Stanley Global Balanced Risk Control "A" (EUR) ACC5,88%2,63%LU06942385014
Agressivo BlackRock GF Global Allocation E2 (EUR HDG) ACC16,85%3,19%LU02129261325


Grande Escolha de Fundos de Obrigações

InstrumentoPerformance 2020Performance 2021 (*)
ISINRisco KIIDSubscrição
Investment GradeEuropaBlackRock GF Euro Bond E2 (EUR) ACC3,52%-3,40%LU00908308103
EUAPIMCO Total Return Bond E (EUR HDG) ACC6,52%-2,25%IE00B11XZB053
GlobalPIMCO Global Bond E (EUR HDG) ACC5,05%-2,46%IE00B11XZ1033
High YieldEuropaNordea 1 European High Yield Bond E ACC0,50%1,76%LU02295194744
GlobalPIMCO Global Allocation High Yield Bond E (EUR HDG)1,67%1,76%IE00B11XZ3274
EmergentesGlobalPIMCO Emerging Markets Bond E (EUR HDG) ACC3,94%
-2,55%IE00B11XYW434
UnconstrainedGlobalMorgan Stanley Global Fixed Income Opportunities "AH" (EUR HDG) ACC2,34%-0,80%LU07121235113


Grande Escolha de Fundos de Ações

InstrumentoPerformance 2020Performance 2021 (*)
ISINRisco KIIDSubscrição
EuropaBlackRock GF Continental European Flexible E2 (EUR) ACC24,76%17,24%LU02241059806
EUAMorgan Stanley US Advantage AH EUR72,14%1,11%LU02661179276
GlobalGenéricosMorgan Stanley Global Brands AH (EUR HDG) ACC9,59%10,35%LU03352169325
TemáticosSetor ImobiliárioFidelity Global Property E (EUR) ACC-14,12%16,51%LU02376999956
Setor AgrícolaBlackRock Global Funds - Nutrition Fund E2 EUR8,84%11,51%LU04966548226
Setor Bens de ConsumoFidelity Sustainable Consumer Brands Fund A DIST (EUR)20,21%9,14%LU01147215085
Setor BiotecnologiaPictet Biotech R (EUR) ACC16,18%2,46%LU02559775397
Setor EnergiaBlackRock GF World Energy E2 (EUR) ACC-34,79%41,34%LU01223771527
Setor IndústriaFidelity Global Industries A EUR0,88%17,65%LU01147229026
Setor SaúdeBlackRock GF World HealthScience E2 (EUR) ACC3,74%13,70%LU01713092706
Setor FinanceiroFidelity Funds Global Financial Services A EUR-3,31%28,49%LU01147224986
Setor TecnologiaFidelity Funds Global Technology A EUR32,25%22,59%LU00995745676
Setor Recursos NaturaisBlackRock GF Natural Resources Growth & Income E2 (EUR) ACC-6,96%26,10%LU06286136396
Setor OuroBlackRock GF World Gold E2 (EUR) ACC16,81%-14,77%LU01713066807
Tema ÁguaPictet Water R (EUR) ACC2,83%23,42%LU01048852486
Tema EcologiaNordea Global Climate And Environment E (EUR) ACC18,81%20,39%LU03489272516
EmergentesFidelity Funds Emerging Markets Fund E-ACC EUR15,28%4,48%LU01157639706

(*) Dados a 30 de setembro de 2021


Metodologia



Para consultar Informação Legal complementar, por favor clique aqui.








Os campos assinalados com ( ) são de preenchimento obrigatório