Concurso Patrocinado por
En las tablas siguientes hemos destacado las carteras más rentables a 1 mes, a 3 meses, a 6 meses y desde octubre del 2013
Carteras más rentables a 1 mes
Carteras más rentables a 3 meses
Carteras más rentables a 6 meses
Carteras más rentables desde octubre del 2013
Las carteras de las EAFIs
A continuación podéis consultar las carteras con las que las EAFIs están actualmente compitiendo en nuestro concurso. Semanalmente iremos informando de los cambios efectuados por cada una de ellas.
1) AFI INVERSIONES FINANCIERAS GLOBALES
2) AGORA ASESORES FINANCIEROS EAFI, SL
| Peso | Nombre |
| 20,0% | Renta 4 Monetario |
| 20,0% | Renta 4 Pegasus |
| 60,0% | BSG Prometeo |
3) ALEXANDRE GARCIA PINARD
4) ARACELI DE FRUTOS CASADO
| Peso | Nombre |
| 5% | Amundi Funds Bond Global Aggregate |
| 10% | Invesco Euro Corporate Bond |
| 5% | Renta 4 Pegasus |
| 9% | Bestinver Bolsa |
| 15% | Elcano SICAV |
| 10% | Pioneer European Equity Target Income |
| 7% | Schroder ISF European Smaller Companies |
| 7% | Pioneer Euroland Equity |
| 7% | Threadneedle American Smaller Cies Retail Net (EUR) |
| 3% | AXA SA |
| 4% | M&G American A EUR |
| 6% | Renta 4 Monetario FI |
| 9% | Gesconsult Renta Fija Flexible FI |
| 3% | BNP Paribas |
5) ARGENTA PATRIMONIOS, EAFI, S.L.
| Peso | Nombre |
| 5% | ALLIANZ |
| 5% | CARREFOUR |
| 25% | BANCO SABADELL |
| 10% | BGF EURO MARKETS E2 EUR |
| 25% | BK AHORRO ACTIVOS EURO |
| 10% | CS EF LUX SM MID CAP GERMANY B |
| 5% | CARMIGNAC CAPITAL PLUS A EUR ACC |
| 15% | M&G OPTIMAL INCOME EUR AH |
6) ASSET GROWTH EAFI, S.L.
| Peso | Nombre |
| 40% | Fidelity Funds - European High Yield A |
| 10% | iShares NASDAQ Biotechnology Index (ETF) IBB |
| 10% | Brown Advisory US Growth Equities |
| 10% | BGF European Equities |
| 5% | BGF European Small & Mid Caps |
| 15% | EDM Inversión |
| 10% | Invesco Pacific Equities |
7) AVALON ASESORES DE PATRIMONIO EAFI, SL
| Peso | Nombre |
| 8,6% | Commerzbank |
| 8,6% | Lanxess |
| 8,6% | SES SA |
| 8,6% | K+S |
| 8,6% | Alstom |
| 8,6% | Griffols |
| 8,6% | Nestle |
| 20% | BlackRock Global Funds - Euro Bond |
| 20% | Invesco Euro Corporate Bond Fund |
8) BEATRIZ PERELLO OLIVER
| Peso | Nombre |
| 5,0% | Adidas AG |
| 5,0% | Banca Finnat |
| 5,0% | Bankinter SA |
| 5,0% | Brembo |
| 10,0% | EdR European Convertible Bonds A |
| 8,0% | Liquidez |
| 10,0% | ESAF Capital Plus FI |
| 1,5% | Hybrigenics SA Class A |
| 5,0% | Impresa |
| 8,0% | Intesa Sanpaolo |
| 5,0% | Let's Gowex SA |
| 10,0% | PIMCO GIS Euro Ultra Lg Dur Inst |
| 2,5% | Schroder ISF Frontier Markets Eq A |
| 7,5% | Semapa |
| 10,0% | T. Rowe Price European High Yield Bd A |
| 2,5% | Twitter Inc |
9) BISSAN VALUE INVESTING, EAFI, S.L.
| Peso | Nombre |
| 60% | Gestión Boutique / Bissan Value Fund |
| 25% | Sparinvest SICAV High Yield Value Bonds EUR R |
| 15% | Invesco Euro Corporate Bond Fund Class C Accumulation |
10) Bull4all Advisors, EAFI
| Peso | Nombre |
| 18% | Ethna-AKTIV E A |
| 18% | Franklin Mutual European W Acc € |
| 18% | M&G Optimal Income A-H Grs Acc Hdg EUR |
| 15% | BNY Mellon Lg-Trm Global Eq A EUR Acc |
| 15% | GAM Star Global Selector SA C II EUR |
| 16% | Ruffer SICAV Total Return Intl O EUR Acc |
11) BUY & HOLD ASESORES EAFI, SL
| Peso | Nombre |
| 100% | España Flexible |
12) C2 ASESORES PATRIMONIALES
| Peso | Nombre |
| 20% | Pioneer S.F. Euro Curve 7-10 year |
| 20% | Invesco Pan European Structured Equity |
| 20% | Robeco BP Global Premium Equities |
| 10% | Fidelity Iberia |
| 10% | M&G Optimal Income A-H Grs Acc Hdg EUR |
| 5% | AB SICAV Select Absolute Alpha |
| 10% | Templeton Global Bond N Acc €-H1 |
| 5% | JPMorgan Funds – US Value |
13) CRISTINA BADIOLA GUERRA
| Peso | Nombre |
| 15 | Aviva Corto Plazo |
| 10 | FonCaixa DP España |
| 10 | Franklin Biotechnology Disc |
| 20 | MFS Meridian Europ Sm Cos |
| 15 | Mutuafondo Cédulas |
| 20 | Mutuafondo España |
| 10 | Robeco Global Consumer Trends Eqs |
14) DIVERINVEST ASESORAMIENTO EAFI, SL
| Peso | Nombre |
| 20% | Allianz Euroland Equity Growth AT EUR |
| 20% | Fidelity Iberia A-EUR |
| 20% | iShares STOXX Global Sel Div 100 (DE) |
| 20% | M&G Optimal Income A-H Grs Hdg EUR |
| 20% | Templeton Global Bond Euro A Acc € |
15) ETICA PATRIMONIOS EAFI, SL
| Peso | Nombre |
| 10% | GAM Star Cat Bond EUR Class |
| 20% | Nordea-1 European HY Bond |
| 20% | Fidelity Iberia |
| 10% | ING (L) Invest Industrials |
| 15% | Investec GSF Glbl Energy |
| 25% | ESPA Asset Backed A |
16) EFEyENE
| Peso | Nombre |
| 10,000 | BSF European Opportunities Extn A2 |
| 10,000 | ETFS Crude Oil ETC |
| 10,000 | ETFS Silver ETC |
| 10,000 | Franklin MENA A Acc $ |
| 10,000 | Henderson Horizon Pan Eurp Alpha |
| 10,000 | M&G Optimal Income C-H Grs Acc Hdg |
| 10,000 | Man Convertibles Global EUR D |
| 10,000 | MS PSAM Global Event UCITS C EUR |
| 10,000 | Old Mutual Glb Eq Abs Ret A EUR Hgd |
| 10,000 | Salar E1 EUR |
17) FREDERICK EDWARD ARTESANI
| Peso | Nombre |
| 4% | Natixis Credit Euro 1-3 |
| 10% | I-Shares Morningstar Multi-Asset Income ETF |
| 10% | Europe Strategic Dividend Fund |
| 8% | Schroders ISF Strategic Bond |
| 14% | Nordea 1 Stable Return Fund |
| 14% | GARS (GBP) |
| 8% | Nordea 1 Global Stable Equity Fund |
| 8% | Uni Global Equities Europe |
| 6% | Robeco Investment Grade Corporate Bonds |
| 18% | Invesco Pan European Equity Fund |
18) GCAPITAL WEALTH MANAGEMENT, EAFI, SL
| Peso | Nombre |
| 100% | Gestión Boutique/gCapital Total Market |
19) GESEM ASESORAMIENTO FINANCIERO, EAFI, SL
| Peso | Nombre |
| 8,00% | Muzinich Enhancedyield Short-Term Bond |
| 11,50% | Bankinter Renta Fija Largo Plazo |
| 24,25% | M&G Optimal Income EUR Hgd |
| 6,25% | Tod'S |
| 7,50% | JPM Emerg Mkts Corp Bd B EUR Hdg |
| 10% | AXA WF Euro Inflation Bonds AC EUR |
| 8% | Netflix, Inc. |
| 24,5% | Lyxor UCITS ETF Daily ShortDAX x2 |
20) GESTIONE DE FINANZAS EAFI, SL
| Peso | Nombre |
| 15,0% | Renta 4 Pegasus, FI |
| 15,0% | M&G Optimal Income EUR (Hedged) |
| 15,0% | BSF European Absolute Return A2 EUR |
| 15,0% | Nordea 1 - Stable Return BP EUR |
| 12,5% | Carmignac Patrimoine A EUR acc |
| 12,5% | JPM Europe Equity Plus A Acc EUR |
| 7,5% | Fidelity Funds - Iberia A-ACC-EUR |
| 7,5% | Janus US Venture A EUR Acc |
21) GETINO FINANZAS EAFI, SL
| Peso | Nombre |
| 10% | Lyxor ETF IBEX 35 (EUR) | LYXIB |
| 10% | iShares NASDAQ 100 UCITS ETF (EUR) | CNDX |
| 10% | Lyxor ETF EURO STOXX 50 D-EUR (EUR) | MSE |
| 10% | Amundi ETF S&P 500 UCITS ETF EUR (EUR) | 500 |
| 10% | iShares Markit iBoxx € Liquid Sovereigns Capped 1.5-10.5 (DE) |
| 10% | iShares Markit iBoxx € Liquid Sovereigns Capped 5.5-10.5 (DE) |
| 10% | iShares DAX (DE) (EUR) | EXS1 |
| 10% | Schroder ISF Euro Corporate Bond |
| 10% | BNY Mellon Euroland Bond |
| 10% | Amundi Corto Plazo |
22) GINVEST PATRIMONIS, EAFI, S.L.
| Peso | Nombre |
| 15% | Bestinver Internacional |
| 10% | Alken Fund European Opportunities |
| 5% | F&C US Smaller Companies |
| 5% | JKC Fund LFP China Value |
| 5% | Aberdeen Global Indian Equity |
| 4% | Market Vectors Gold Miners |
| 4% | Lyxor IBEX 35 ETF |
| 4% | Lyxor ETF Stoxx Europe 600 Banks |
| 4% | iShares Stoxx Europe 600 Utilities |
| 4% | Lyxor ETF Stoxx Europe 600 Telecommunications |
| 10% | Ignis Absolute Return Government Bond |
| 10% | BNY Mellon Absolute Return Equity |
| 20% | LFP Protectaux |
23) GP INVEST, EAFI, S.L.
| Peso | Nombre |
| 5% | PIMCO Diversified Income Fund |
| 30% | Fidelity Funds US High Yield Fund USD |
| 5% | JPM Income Opportunity B Eur Hedged |
| 5% | JPM Europe Equity Plus |
| 10% | Bestinver Bolsa |
| 10% | Invesco Japanese Equity Advantage |
| 10% | Pandora AS |
| 10% | Grifols |
| 5% | Apple Inc |
| 10% | MS INVF Diversified Alpha Plus |
24) GRUPO VALIA ASESORES FINANCIEROS, EAFI, SL
| Peso | Nombre |
| 10% | Aviva - Corto Plazo |
| 10% | Gesconsult - Corto Plazo |
| 10% | Ignis - Absolute Return Government Bond |
| 10% | Blue Bay - Global Convertible |
| 10% | Natixis Seeyond Volatilité |
| 10% | Groupama Inflation Mondé |
| 10% | db x-trackers - S&P 500 Inverse Daily 1C EUR |
| 10% | db x-trackers Short DAX |
| 10% | ETFS - Physical Gold ETC EUR |
| 10% | ETFS - Long USD Short EUR |
25) JAVIER MATEO PALOMERO
| Peso | Nombre |
| 3% | Renta 4 Monetario FI - Acumulación |
| 10% | Robeco US Premium Equities |
| 27% | M&G OPTIMAL INCOME EUR |
| 5% | Elcano SICAV |
| 10% | F&C GLOBAL CONVERTIBLE BOND ACC |
| 10% | Invesco Euro Corporate Bond |
| 10% | Robeco Global Consumer Trends Eq. D USD |
| 10% | LYXOR ETF IBEX 35 |
| 5% | Alken European Opp A |
| 10% | Materials Select Sector SPDR F |
26) JM INVESTMENT KAPITAL PARTNERS EAFI, SL
| Peso | Nombre |
| 20% | Kinross Gold Corporation |
| 20% | Barrick Gold Corporation |
| 40% | ProShares Short S&P500 |
| 20% | iShares Silver Trust |
27) JORDI PUMAROLA BATLLE
| Peso | Nombre |
| 10% | Alken Absolute Return Europe A |
| 15% | GLG European Equity Alternative Class |
| 10% | BlackRock Strategic Funds European Credit Strat |
| 15% | Carmignac Patrimoine A EUR Acc |
| 10% | UBS (Lux) Bond Fund - AUD P-dist |
| 10% | |
| 10% | db x-trackers Short DAX |
| 10% | ZKB GOLD ETF H EUR (ZGLDHE.SW) |
| 5% | Direxion Daily Russia Bear 3X Shares |
| 5% | ProShares UltraShort S&P500 |
28) JUAN CARLOS COSTA TEJEDOR
| Peso | Nombre |
| 50% | Ezentis |
| 40% | UBS(LUX) BOND FUND- EURO HY |
| 10% | Vertice Trescientos Sesenta Grados |
29) JUAN MARIA SOLER RUIZ
| Peso | Nombre |
| 5% | ArcelorMittal SA |
| 15% | BGF Euro Short Duration Bond A2 EUR |
| 10% | iShares MSCI Japan EUR Hedged |
| 5% | Jazztel PLC |
| 5% | JPM Europe Dynamic Small Cp D (acc)-EUR |
| 20% | JPM Global Income A (acc)-EUR |
| 5% | NH Hotel Group SA |
| 10% | Pictet Water |
| 10% | Santander Corto Plazo Dólar FI |
| 15% | UBS (Lux) BS Convt Glbl € Q-acc |
30) MIRAMAR CAPITAL ASESORES, EAFI, SL
| Peso | Nombre |
| 10% | Lumber Liquidators |
| 8% | EnPro Industries |
| 8% | MDC Partners |
| 8% | Companhia Siderurgica Nacional |
| 8% | Ferro Corporation |
| 8% | Questor Pharmaceuticals |
| 10% | Powershares Golden Dragon China Portfolio |
| 15% | Pictet Emerging Local Current Debt |
| 15% | JPM Income Opportunity |
| 10% | Fidelity Funds Global Strategic Bond |
31) SALVADOR CERVILLA GARCIA
| Peso | Nombre |
| 20% | EDM- Inversion R Fi |
| 5% | Accion Ibex 35 ETF FI |
| 10% | Pictet-EUR High Yield-R |
| 20% | Schroders ISF Euro Bond |
| 20% | JPM Global Income |
| 2% | Acciones BBVA |
| 2% | Acciones Santander |
| 2% | Acciones Telefonica |
| 2% | Acciones Inditex |
| 1% | Acciones OHL |
| 1% | Acciones Tecnicas Reunidas |
| 15% | ESAF Capital Plus FI |
32) SERFIEX INVESTMENTS, EAFI, SL
| Peso | Nombre Fondo |
| 15% | Santander Small Caps España |
| 15% | Bestinver Internacional |
| 15% | BBVA Bolsa USA (Cubierto) |
| 15% | Bankia Bolsa Japonesa |
| 10% | Nordea-1 Euro Bank Debt Fund BI EUR |
| 10% | UBAM Global High Yield Solution |
| 10% | Fon Fineco Interés |
| 10% | JPMorgan Funds Emerging Markets Corporate Bond Portfolio Fund III |
33) SKIPPER CAPITAL ADVISORS EAFI, SL
| Peso | Nombre |
| 5,0% | Henderson Euro HY Bond |
| 5,0% | Axa Europe Short Duration HY |
| 7,5% | Salar Fund E3 Eur |
| 7,5% | M&G Optimal Income Eur |
| 15,0% | Alken Absolute Return Europe |
| 21,0% | JP Morgan Highbridge US Steep |
| 9,0% | Allianz Europe Equity Growth It Eur |
| 12,0% | LYXOR ETF IBEX 35 |
| 9,0% | BGF Continental European Flexible |
| 9,0% | Reyl (LUX) Global Funds Emerging Markets Eq |
¿Cree que lo sabe todo sobre inversiones? Haga clic aquí para comprobarlo con nuestro test Morningstar Investing Mastermind.
Consentimiento de cookies