La última encuesta a gestores de fondos de BofA señala una mejora de las perspectivas de crecimiento en China y una sobreponderación de los accionistas en renta variable de países emergentes. Compartimos dos listas de fondos que operan en mercados emergentes con Rating FundsPeople 2022.
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La última encuesta de gestores de fondos publicada por BofA revela una mejora de las perspectivas de crecimiento de China. Esta mejora está relacionada con la disminución de las expectativas de recesión, con un fuerte aumento del optimismo de los inversores. Actualmente, el 75% de los gestores encuestados por BofA ve una economía china más fuerte en 2023 (frente al 13% en noviembre). Se trata de la previsión más positiva desde mayo de 2021 y del mayor aumento entre reuniones desde enero de 2020.
Y fruto de ese mayor optimismo con el crecimiento global, en el Fund Manager Survey se observa que el 13% de los gestores encuestados están sobreponderados en valores emergentes. Es la primera vez en nueve meses que ocurre y la mayor sobreponderación desde julio de 2011.
Por ello, FundsPeople ha elaborado una lista de fondos que operan en mercados emergentes que gozan con el Rating FundsPeople 2022.
Fondos de renta variable de mercados emergentes con Rating FundsPeople 2022
| Fondo | Categoría Morningstar | Gestora |
| Amundi Funds - Emerging Markets Equity Focus | EAA Fund Global Emerging Markets Equity | Amundi |
| BlackRock Global Funds - Emerging Markets Fund | EAA Fund Global Emerging Markets Equity | BlackRock |
| Caixabank Smart Money Renta Variable Emergente FI | EAA Fund Global Emerging Markets Equity | CaixaBank |
| Candriam Sustainable Equity Emerging Markets | EAA Fund Global Emerging Markets Equity | Candriam |
| Capital Group Emerging Markets Growth Fund (LUX) | EAA Fund Global Emerging Markets Equity | Capital Group |
| Capital Group New World Fund (LUX) | EAA Fund Global Emerging Markets Equity | Capital Group |
| Carmignac Emergents | EAA Fund Global Emerging Markets Equity | Carmignac |
| Fidelity Active Strategy - FAST - Emerging Markets Fund | EAA Fund Global Emerging Markets Equity | Fidelity |
| Fidelity Funds - Emerging Markets Focus Fund | EAA Fund Global Emerging Markets Equity | Fidelity |
| Fidelity Funds - Emerging Markets Fund | EAA Fund Global Emerging Markets Equity | Fidelity |
| Fisher Investments Institutional Emerging Markets Small Cap Equity ESG Fund | EAA Fund Global Emerging Markets Small/Mid-Cap Equity | Fisher Investments |
| Flossbach von Storch - Global Emerging Markets Equities | EAA Fund Global Emerging Markets Equity | Flossbach von Storch |
| GAM Multistock - Emerging Markets Equity | EAA Fund Global Emerging Markets Equity | GAM |
| Goldman Sachs Emerging Markets CORE® Equity Portfolio | EAA Fund Global Emerging Markets Equity | Goldman Sachs |
| Goldman Sachs Emerging Markets Equity ESG Portfolio | EAA Fund Global Emerging Markets Equity | Goldman Sachs |
| Goldman Sachs Emerging Markets Equity Portfolio | EAA Fund Global Emerging Markets Equity | Goldman Sachs |
| GQG Partners Emerging Markets Equity Fund | EAA Fund Global Emerging Markets Equity | Bridge Fund |
| Heptagon Fund ICAV - Driehaus Emerging Markets Sustainable Equity Fund | EAA Fund Global Emerging Markets Equity | Heptagon |
| Ibercaja Emergentes FI | EAA Fund Global Emerging Markets Equity | Ibercaja |
| Amundi Index Solutions - Amundi Index MSCI Emerging Markets | EAA Fund Global Emerging Markets Equity | Amundi |
| Vanguard Emerging Markets Stock Index Fund | EAA Fund Global Emerging Markets Equity | Vanguard |
| JPMorgan Funds - Emerging Markets Dividend Fund | EAA Fund Global Emerging Markets Equity | JPMorgan |
| JPMorgan Funds - Emerging Markets Equity Fund | EAA Fund Global Emerging Markets Equity | JPMorgan |
| JPMorgan Funds - Emerging Markets Small Cap Fund | EAA Fund Global Emerging Markets Small/Mid-Cap Equity | JPMorgan |
| Kutxabank Bolsa Emergentes FI | EAA Fund Global Emerging Markets Equity | Kutxabank |
| Mercer Passive Emerging Markets Equity Fund | EAA Fund Global Emerging Markets Equity | Mercer Global Investments |
| Morgan Stanley Investment Funds - Emerging Leaders Equity Fund | EAA Fund Other Equity | Morgan Stanley |
| Nomura Funds Ireland plc - American Century Emerging Markets Equity Fund | EAA Fund Global Emerging Markets Equity | Nomura |
| Nordea 1 - Emerging Stars Equity Fund | EAA Fund Global Emerging Markets Equity | Nordea |
| Polar Capital Funds PLC - Polar Emerging Market Stars Fund | EAA Fund Global Emerging Markets Equity | Polar Capital |
| Principal Global Investors Funds - Origin Global Emerging Markets Fund | EAA Fund Global Emerging Markets Equity | Principal |
| PrivilEdge American Century Emerging Markets Equity | EAA Fund Global Emerging Markets Equity | Lombard Odier |
| Robeco Emerging Stars Equities | EAA Fund Global Emerging Markets Equity | Robeco |
| Robeco QI Emerging Conservative Equities | EAA Fund Global Emerging Markets Equity | Robeco |
| Schroder International Selection Fund BRIC (Brazil Russia India China) | EAA Fund BRIC Equity | Schroders |
| Schroder International Selection Fund Emerging Markets | EAA Fund Global Emerging Markets Equity | Schroders |
| Stewart Investors Global Emerging Markets Sustainability Fund | EAA Fund Global Emerging Markets Equity | First Sentier Investors |
| UBS (Lux) Equity Fund - Emerging Markets Sustainable Leaders (USD) | EAA Fund Global Emerging Markets Equity | UBS |
| Vontobel Fund - mtx Sustainable Emerging Markets Leaders | EAA Fund Global Emerging Markets Equity | Vontobel |
| Wellington Management Funds (Ireland) plc - Emerging Market Development Fund | EAA Fund Global Emerging Markets Equity | Wellington Management |
| William Blair SICAV Emerging Markets Growth Fund | EAA Fund Global Emerging Markets Equity | William Blair |
Fondos de renta fija de mercados emergentes con Rating FundsPeople 2022
| Fondo | Categoría Morningstar | Gestora |
| Aberdeen Standard SICAV I - Emerging Markets Corporate Bond Fund | EAA Fund Global Emerging Markets Corporate Bond | Aberdeen Standard Investments |
| Aberdeen Standard SICAV I - Emerging Markets Total Return Bond Fund | EAA Fund Global Emerging Markets Bond | Aberdeen Standard Investments |
| Aberdeen Standard SICAV I - Frontier Markets Bond Fund | EAA Fund Global Emerging Markets Bond | Aberdeen Standard Investments |
| Allianz Emerging Markets Short Duration Bond | EAA Fund Global Emerging Markets Bond - EUR Biased | Allianz Global Investors |
| Amundi Funds - Emerging Markets Bond | EAA Fund Global Emerging Markets Bond | Amundi |
| Barings Emerging Markets Local Debt Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Barings |
| Barings Emerging Markets Sovereign Debt Fund | EAA Fund Global Emerging Markets Bond | Barings |
| BlackRock Global Funds - Emerging Markets Corporate Bond Fund | EAA Fund Global Emerging Markets Corporate Bond | BlackRock |
| BlackRock Global Funds - Emerging Markets Local Currency Bond Fund | EAA Fund Global Emerging Markets Bond - Local Currency | BlackRock |
| BlackRock Global Funds - ESG Emerging Markets Bond Fund | EAA Fund Global Emerging Markets Bond - EUR Biased | BlackRock |
| Caixabank Smart RF Emergente FI | EAA Fund Global Emerging Markets Bond | CaixaBank |
| Capital Group Emerging Markets Local Currency Debt Fund (LUX) | EAA Fund Global Emerging Markets Bond - Local Currency | Capital Group |
| CS Invm Fds 3 - Credit Suisse (Lux) Emerging Market Corporate Investment Grade Bond Fund | EAA Fund Global Emerging Markets Corporate Bond - EUR Biased | Credit Suisse |
| DPAM L - Bonds Emerging Markets Sustainable | EAA Fund Global Emerging Markets Bond - Local Currency | Degroof Petercam |
| Eaton Vance International (Ireland) Emerging Markets Debt Opportunities Fund | EAA Fund Global Emerging Markets Bond | Eaton Vance |
| Eaton Vance International (Ireland) Emerging Markets Local Income Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Eaton Vance |
| Epsilon Fund - Emerging Bond Total Return | EAA Fund Global Emerging Markets Bond - EUR Biased | Eurizon |
| ERSTE BOND EM CORPORATE | EAA Fund Global Emerging Markets Corporate Bond - EUR Biased | Erste |
| GAM Multibond - Local Emerging Bond | EAA Fund Global Emerging Markets Bond - Local Currency | GAM |
| Global Evolution Funds Frontier Markets | EAA Fund Global Emerging Markets Bond | Global Evolution |
| Goldman Sachs Emerging Markets Corporate Bond Portfolio | EAA Fund Global Emerging Markets Corporate Bond - EUR Biased | Goldman Sachs |
| Goldman Sachs Emerging Markets Debt Portfolio | EAA Fund Global Emerging Markets Bond | Goldman Sachs |
| Credit Suisse Index Fund (Lux) - CSIF (Lux) Bond Government Emerging Markets USD | EAA Fund Global Emerging Markets Bond | Credit Suisse |
| iShares Emerging Markets Government Bond Index Fund (LU) | EAA Fund Global Emerging Markets Bond | BlackRock |
| JPMorgan Funds - Emerging Markets Investment Grade Bond Fund | EAA Fund Global Emerging Markets Bond - EUR Biased | JPMorgan |
| JPMorgan Funds - Emerging Markets Local Currency Debt Fund | EAA Fund Global Emerging Markets Bond - Local Currency | JPMorgan |
| Jupiter Global Emerging Markets Corporate Bond | EAA Fund Global Emerging Markets Corporate Bond | Jupiter |
| M&G (Lux) Emerging Markets Bond Fund | EAA Fund Global Emerging Markets Bond | M&G |
| MFS Meridian Funds - Emerging Markets Debt Fund | EAA Fund Global Emerging Markets Bond | MFS |
| Morgan Stanley Investment Funds - Emerging Markets Corporate Debt Fund | EAA Fund Global Emerging Markets Corporate Bond | Morgan Stanley |
| Multicooperation SICAV - Julius Baer Fixed Income Emerging Markets Corporate | EAA Fund Global Emerging Markets Corporate Bond | GAM |
| Muzinich EmergingMarketsShortDuration Fund | EAA Fund Global Emerging Markets Corporate Bond - EUR Biased | Muzinich |
| Natixis International Funds (Lux) I - Loomis Sayles Short Term Emerging Markets Bond Fund | EAA Fund Global Emerging Markets Corporate Bond | Natixis |
| Neuberger Berman Emerging Market Debt - Hard Currency Fund | EAA Fund Global Emerging Markets Bond - EUR Biased | Neuberger Berman |
| Neuberger Berman Short Duration Emerging Market Debt Fund | EAA Fund Global Emerging Markets Bond | Neuberger Berman |
| New Capital Wealthy Nations Bond Fund | EAA Fund Other Bond | New Capital UCITS Fund |
| Ninety One Global Strategy Fund - Emerging Markets Local Currency Total Return Debt Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Ninety One |
| Nomura Funds Ireland plc - Emerging Market Local Currency Debt Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Nomura |
| Nordea 1 - Emerging Stars Local Bond Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Nordea |
| Nordea 2 - Emerging Market Local Debt Enhanced Fund | EAA Fund Global Emerging Markets Bond - Local Currency | Nordea |
| Pictet-Emerging Local Currency Debt | EAA Fund Global Emerging Markets Bond - Local Currency | Pictet |
| Pictet-Short Term Emerging Corporate Bonds | EAA Fund Global Emerging Markets Corporate Bond - EUR Biased | Pictet |
| PIMCO GIS Emerging Markets Bond ESG Fund | EAA Fund Global Emerging Markets Bond | PIMCO |
| PIMCO GIS Emerging Markets Bond Fund | EAA Fund Global Emerging Markets Bond | PIMCO |
| Principal Global Investors Funds - Finisterre Unconstrained Emerging Markets Fixed Income Fund | EAA Fund Global Emerging Markets Bond | Principal |
| Vontobel Fund - Emerging Markets Corporate Bond | EAA Fund Global Emerging Markets Corporate Bond | Vontobel |
| Vontobel Fund - Emerging Markets Debt | EAA Fund Global Emerging Markets Bond - EUR Biased | Vontobel |
| Wellington Management Funds (Luxembourg) - Opportunistic Emerging Market Debt II Fund | EAA Fund Global Emerging Markets Bond - EUR Biased | Wellington Management |
