14 Aprilie 2016

Topul fondurilor de investitii care au imbogatit sau saracit investitorii in T1

Doar doua fonduri de investitii vandute in Romania au reusit sa genereze castiguri mai mari de 10% in primul trimestru, unul slab pentru pietele de actiuni in general. Chiar si asa insa, randamentele fondurilor din top 10 raman semnificativ peste castigul de 0,25 – 0,3% pe care l-ar fi generat un depozit bancar in primele trei luni din 2016. Cititi in continuare care au fost cele mai performante fonduri in T1, dar si care au fost fondurile care au inregistrat cele mai mari pierderi in acest interval de timp.

Locul 1: STK Europe (+19,2%) / iFond Actiuni (-10,5%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
STK Europe STK Financial +19,2% Local Actiuni europene
iFond Actiuni Intercapital AM -10,5% Local Actiuni romanesti

Sursa foto: Shutterstock

Locul 2: NN (L) Latin America Equity (+16,5%) / ESPA STOCK JAPAN (-10%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
NN (L) Latin America Equity ING AM +16,5% Strain Actiuni America Latina
ESPA STOCK JAPAN ERSTE Sparinvest -10% Strain Actiuni Japonia

Locul 3: NN (L) Emerging Europe Equity (+7,6%) / Active Dinamic (-10%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
NN (L) Emerging Europe Equity ING AM +7,6% Strain Actiuni din tari est-europene
Active Dinamic Swiss Capital AM -10% Local Actiuni

Locul 4: Raiffeisen Russland - Aktien (+6,1%) / Certinvest XT Index (-8,9%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
Raiffeisen Russland - Aktien Raiffeisen Capital Management +6,1% Strain Actiuni Rusia
Certinvest XT Index Certinvest -8,9% Local Actiuni Romania

Locul 5: ESPA Stock Europe - Emerging (+5,9%) / Pioneer Funds - Global Ecology (-8,6%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
ESPA Stock Europe - Emerging ERSTE Sparinvest +5,9% Strain Actiuni din Europa Centrala si de Est
Pioneer Funds - Global Ecology Pioneer AM -8,6% Strain Actiuni ale unor companii ce fabrica produse ecologice

Locul 6: Raiffeisen Osteuropa -Aktien (+5,3%) / Pioneer Funds - European Equity Target Income (-8,4%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
Raiffeisen Osteuropa -Aktien Raiffeisen Capital Management +5,3% Strain Actiuni din Europa Centrala si de Est
Pioneer Funds - European Equity Target Income Pioneer AM -8,4% Strain Actiuni Europene

Locul 7: Pioneer Funds - Emerging Europe & Mediterranean Equity (+5%) / Pioneer Funds - Top European Players (-8,3%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
Pioneer Funds - Emerging Europe & Mediterranean Equity Pioneer AM +5% Strain Actiuni europene si din tari din bazinul mediteraneean
Pioneer Funds - Top European Players Pioneer AM -8,3% Strain Actiuni europene

Locul 8: Pioneer Funds - Emerging Markets Bond Local Currencies (+5%) / ESPA BEST OF EUROPE (-8%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
Pioneer Funds - Emerging Markets Bond Local Currencies Pioneer AM +5% Strain Obligatiuni in piete emergente
ESPA BEST OF EUROPE ERSTE Sparinvest -8% Strain Fond de fonduri (actiuni europene)

Locul 9: ESPA STOCK RISING MARKETS (+4,4%) / NN (L) European Equity Opportunities (-8%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
ESPA Stock Rising Markets ERSTE Sparinvest +4,4% Strain Actiuni piete emergente
NN (L) European Equity Opportunities ING AM -8% Strain Actiuni europene (large cap)

Locul 10: K 1000 (+4,3%) / Pioneer Funds - European Potential (-8%)

Fondul Administrator Randament T1 Local/Strain In ce investeste
K 1000 ERSTE Sparinvest +4,3% Strain Obligatiuni cu rating minim AA
Pioneer Funds - European Potential Pioneer AM -8% Strain Actiuni europene (small cap)

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