Ecco le classifiche del mese di aprile 2017 (aggiornate al 30/04/2017) con le migliori e peggiori 10 categorie e i migliori 5 fondi di investimento a 1 mese e per categoria (equity, bond e absolute return).
La Top 10 di categoria
Indici di categoria | Performance | Volatilità | |||
---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | |
Indice Azionari Regno Unito Mid e Small | 7,88% | 20,12% | 26,85% | 47,92% | 16,23% |
Indice Azionari Turchia | 7,71% | 17,25% | 2,61% | 17,14% | 19,37% |
Indice Azionari Europa (Emergenti ex Russia) | 5,53% | 14,59% | 16,74% | 19,02% | 13,02% |
Indice Azionari Europa (Sviluppati) Mid e Small Growth | 5,50% | 13,59% | 21,56% | 42,44% | 12,62% |
Indice Azionari Europa (Sviluppati) Mid e Small | 5,37% | 12,89% | 25,72% | 44,74% | 11,88% |
Indice Azionari Area Euro Mid e Small | 5,16% | 13,53% | 25,91% | 36,69% | 11,97% |
Indice Azionari Europa (Sviluppati ex UK) Mid e Small | 5,03% | 12,56% | 20,22% | 42,50% | 11,73% |
Indice Azionari Francia | 4,67% | 10,24% | 26,12% | 33,69% | 13,92% |
Indice Azionari Svizzera Mid e Small | 4,39% | 13,05% | 31,51% | 66,24% | 11,15% |
Indice Azionari Paesi Nordici | 4,14% | 9,33% | 26,27% | 44,84% | 12,12% |
La Bottom 10 di categoria
Prodotti | Performance | Volatilità | |||
---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | |
Indice Azionari Settoriali Energia | -5,11% | -13,74% | 3,46% | -19,52% | 20,49% |
Indice Azionari Settoriali Metalli e Minerali | -4,01% | 0,60% | 12,83% | 26,82% | 33,92% |
Indice Obbligazionari Dollaro Australiano | -3,74% | 1,59% | 3,78% | 11,99% | 7,98% |
Indice Azionari Settoriali Metalli Preziosi e Minerali | -3,74% | 2,21% | -6,78% | 14,46% | 38,58% |
Indice Azionari Brasile | -3,66% | 4,84% | 35,58% | 1,01% | 26,69% |
Indice Azionari Canada | -3,39% | -3,37% | 7,52% | 11,05% | 14,17% |
Indice Obbligazionari Convertibili Usd Hdg | -3,32% | -4,54% | 17,66% | 77,76% | 17,92% |
Indice Azionari America Latina Large e Mid | -3,13% | 6,27% | 22,30% | -2,29% | 18,72% |
Indice Altri Cny Hdg | -3,11% | 1,69% | 10,72% | 27,44% | 11,78% |
Indice Obbligazionari Dollaro Canadese | -2,66% | -3,26% | -3,24% | 7,45% | 7,14% |
Top 5 - I primi cinque fondi del mese
Prodotti | Performance | Volatilità | Rating | |||
---|---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | ||
HSBC GIF Turkey Equity E EUR | 9,47% | 19,47% | -5,16% | 7,70% | 22,94% | 4 |
JPM Turkey Equity A Dis EUR | 9,22% | 17,45% | -8,27% | -2,09% | 23,28% | 3 |
Parvest Eq. Turkey Clas EUR | 8,14% | 17,11% | -4,04% | 0,12% | 22,38% | 3 |
TSIF UK Mid 250 R NAcc GBP | 7,97% | 14,90% | 7,84% | 31,66% | 17,49% | --- |
JPM Europe Dynamic Small Cap D (perf) Acc EUR | 7,10% | 16,46% | 22,09% | 46,00% | 13,76% | 4 |
Top 5 - Equity
Prodotti | Performance | Volatilità | Rating | |||
---|---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | ||
HSBC GIF Turkey Equity E EUR | 9,47% | 19,47% | -5,16% | 7,70% | 23,28% | 4 |
JPM Turkey Equity A Dis EUR | 9,22% | 17,45% | -8,27% | -2,09% | 22,38% | 3 |
Parvest Eq. Turkey Clas EUR | 8,14% | 17,11% | -4,04% | 0,12% | 17,49% | 3 |
TSIF UK Mid 250 R NAcc GBP | 7,97% | 14,90% | 7,84% | 31,66% | 13,76% | --- |
JPM Europe Dynamic Small Cap D (perf) Acc EUR | 7,10% | 16,46% | 22,09% | 46,00% | 22,73% | 4 |
Top 5 - Bond
Prodotti | Performance | Volatilità | Rating | |||
---|---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | ||
M&G Corporate Bond A EUR | 2,65% | 4,24% | -0,33% | 15,90% | 10,14% | 2 |
New Millennium Augustum It. Divers. Bond A Cap EUR | 2,56% | 3,34% | 6,45% | 8,91% | 5,53% | 3 |
Aberd. Global Select Euro HY Bond A2GBP | 2,30% | 3,65% | -0,84% | 12,82% | 10,40% | --- |
Arcipelagos Queluz LatAm Bonds A Cap EUR | 1,98% | 11,21% | 7,41% | 7,50% | 10,87% | 2 |
Fidelity Flexible Bond A Dis GBP | 1,88% | 2,97% | -3,64% | 17,53% | 9,73% | 2 |
Top 5 - Absolute Return
Prodotti | Performance | Volatilità | Rating | |||
---|---|---|---|---|---|---|
1m | YTD | 1y | 3y | 3y | ||
Plurima European Absolute Return EUR | 2,90% | 8,11% | 7,96% | 7,30% | 8,96% | 3 |
Planet. Anthilia Red A Cap EUR | 2,70% | 9,03% | 13,91% | 14,95% | 13,34% | 3 |
Zenit Multistrategy Global Opportunities R EUR | 2,58% | 5,73% | 9,77% | -3,92% | 13,61% | 2 |
Lemanik Sicav World Daytona Ret Cap EUR | 2,10% | 9,33% | 13,34% | 6,49% | 10,57% | 2 |
Algebris Financial Income R Cap EUR | 1,95% | 7,57% | 18,62% | 16,44% | 10,16% | 4 |
Nessun commento