Entradas netas de capital en la categoría mixtos en Europa (millones de euros) | |||
Flujos 2017 | Flujos 3 años | Flujos 5 años | |
Mixtos moderados | 389.554 | 1.035.111 | 1.490.147 |
Mixtos cautelosos | 330.960 | 881.661 | 1.267.415 |
Mixtos flexibles | 229.442 | 585.428 | 819.102 |
Mixtos arriesgados | 149.087 | 402.003 | 614.141 |
Mixtos otros | 153.411 | 414.462 | 583.689 |
Target Date 2021-2045 | 24.409 | 64.493 | 92.386 |
Target Date 2000-2020 | 4.561 | 17.554 | 27.768 |
Target Date 2046+ | 4.695 | 12.679 | 18.239 |
Mixtos - Total | 1.288.380 | 3.415.652 | 4.915.150 |
Si tenemos en cuenta sólo la oferta de fondos disponibles a la venta en España esta tendencia se mantiene, siendo la subcategoría de mixtos moderados la que mayores entradas netas ha generado en los últimos tres años. En ese periodo, entre los diez fondos multiactivos más demandados, cinco son categorizados como moderados: JPMorgan Global Income, Nordea Stable Return, Allianz Income and Growth, BlackRock GF - Global Multi-Asset Income Fund, First Eagle Amundi Income Builder Fund y Fidelity Funds - Global Multi Asset Income Fund.
Fondo | Perfil de riesgo | Flujos 2017 (mil eur) | Flujos 3 años (eur mil) | Patrimonio (mil eur) |
JPMorgan IF - Global Income Fund | Moderado | 6.710.310 | 13.708.526 | 24.379.174 |
Nordea 1 - Stable Return Fund | Moderado | -1.432.805 | 13.251.984 | 17.012.285 |
Allianz GIF - Allianz Income and Growth | Moderado | 6.280.208 | 10.826.429 | 18.065.111 |
Quality Inversión Conservadora FI | Cauteloso | 5.245.641 | 6.574.273 | 9.470.848 |
BlackRock GF - Global Multi-Asset Income Fund | Moderado | 3.692.312 | 6.497.945 | 8.344.962 |
Invesco Pan European High Income Fund | Cauteloso | 3.858.706 | 6.053.833 | 11.413.246 |
M&G Dynamic Allocation Fund | Flexible | 3.550.934 | 5.739.005 | 7.755.917 |
First Eagle Amundi Income Builder Fund | Moderado | 4.372.084 | 4.727.368 | 4.872.525 |
Fidelity Funds - Global Multi Asset Income Fund | Moderado | 2.709.383 | 4.630.375 | 6.825.404 |
Eurizon Fund - Azioni Strategia Flessibile | Flexible | 2.897.315 | 4.583.661 | 7.669.519 |
Sabadell Prudente FI | Cauteloso | 1.862.864 | 4.264.673 | 4.590.414 |
Flossbach von Storch - Multiple Opportunities II | Flexible | 1.620.723 | 3.573.288 | 4.582.250 |
Bankia Soy Así Cauto FI | Cauteloso | 2.032.733 | 3.154.640 | 3.799.314 |
Pictet-Multi Asset Global Opportunities | Flexible | 534.342 | 3.081.809 | 3.859.982 |
Deutsche Invest I Multi Opportunities | Flexible | 148.807 | 2.203.958 | 2.359.502 |
Caixabank Iter FI | Cauteloso | -137.748 | 2.141.238 | 4.187.535 |
M&G Prudent Allocation Fund | Cauteloso | 1.556.137 | 2.117.725 | 2.437.862 |
Albus FI | Flexible | 1.679.059 | 2.063.708 | 3.605.497 |
MS IF - Global Balanced Risk Control Fund of Fund | Flexible | 472.509 | 2.023.519 | 5.263.055 |
Deutsche Bank Best Allocation - Balance | Moderado | 482.078 | 2.022.764 | 3.212.316 |
Pioneer Funds - Global Multi-Asset Target Income | Moderado | 218.810 | 1.914.613 | 1.620.344 |
Sextant Grand Large | Flexible | 881.942 | 1.904.243 | 2.180.581 |
DPAM Global Strategy L - Medium | Moderado | 1.442.821 | 1.855.762 | 5.249.802 |
Amundi Patrimoine | Flexible | -249.675 | 1.846.821 | 3.086.301 |
Quality Inversión Moderada FI | Moderado | 1.260.525 | 1.730.358 | 6.597.087 |