Si tratta di 42 fondi aperti e 21 ETF. I fondi obbligazionari in testa alla classifica con 32 strategie. Tra le società che si sono mosse di più sul nostro mercato, iShares, Goldman Sachs, Amundi e Axa IM.
Per accedere a questo contenuto
Il mercato dei fondi (open-end ed ETF) si arricchisce di 63 nuove strategie a febbraio. Secondo quanto rileva il team di analisi di FundsPeople, su dati Morningstar Direct, nel mese sono stati registrati alla vendita nel nostro Paese 42 fondi aperti e 21 ETF di società estere (ossia prodotti di società estere, non domiciliati nel nostro Paese di società che hanno firm Country esterna all’Italia). Per quanto riguarda le categorie, i fondi obbligazionari si portano in testa per numero di fondi con 32 strategie in cui la categoria Morningstar Fixed Income Miscellaneous la fa da patrone con 12 fondi (sette ETF e cinque fondi aperti). Seguono i fondi equity (23) con il primato, in questo caso, dei global equity large cap (tre ETF e 4 fondi aperti).
Fondi “giovani”
Nel dettaglio relativo alla “anzianità” del fondo, in 10 casi si tratta di prodotti la cui oldest share class di Morningstar (che individua “la share class del fondo con la storia più lunga”) risale a febbraio di quest’anno, per altri dieci l’indicazione è relativa a gennaio (quindi in 20 hanno la oldest share class nel 2025), per 23 prodotti risale al 2024, mentre nei restanti 18, la share class più antica è risale al 2003 e si tratta del fondo New Capital Tactical Opportunities Fund di EFG. Occorre specificare che due prodotti hanno indicata come oldest share class marzo 2025, in tal caso, specificano dal Team di analisi di FundsPeople, “sebbene si tratti di fondi in fase di costituzione, si tratta di prodotti in vendita in alcuni Paesi selezionati. Per questo motivo, sono stati registrati per la vendita a febbraio, nonostante la data di inizio ufficiale sia successiva”.
Le società più attive
Infine, per quanto riguarda le società che si sono mosse di più sul nostro mercato, si segnalano in particolare gli ETF provider con iShares (con sette ETF). In seconda posizione ancora quattro ETF di Goldman Sachs e quattro fondi aperti di Amundi. In terza posizione si colloca Axa IM con due fondi aperti e un ETF.
I fondi internazionali registrati alla vendita in Italia, febbraio 2025
Nome del fondo | Nome della società | Domicilio | Categoria Globale | Dimensione del fondo | Oldest Share Class |
Allianz Strategy 75 | Allianz Global Investors | Luxembourg | Aggressive Allocation | 636,17 | 2008-07-01 |
Multi Units Luxembourg Amundi MSCI World Catholic Principles | Amundi | Luxembourg | Global Equity Large Cap | 2025-02-25 | |
PI Solutions - Amundi Private Markets ELTIF | Amundi | Luxembourg | Allocation Miscellaneous | 2024-09-30 | |
Amundi Funds Asia Income ESG Bond | Amundi | Luxembourg | Asia Fixed Income | 8,83 | 2023-12-06 |
Amundi Funds Global Short Term Bond | Amundi | Luxembourg | Global Fixed Income | 104,81 | 2023-11-29 |
AXA IM MSCI Emerging Markets ex-China Equity PAB UCITS ETF | AXA IM | Ireland | Global Emerging Markets Equity | 2025-02-05 | |
AXA World Funds Global Sustainable Equity | AXA IM | Luxembourg | Global Equity Large Cap | 10,14 | 2024-12-17 |
Axa World Funds Global Income Generating Assets | AXA IM | Luxembourg | Moderate Allocation | 51,73 | 2024-12-11 |
AZ RAIF II Digital Assets | Azimut | Luxembourg | Miscellaneous | 2022-06-24 | |
AZ Eskatos Multistrategy ILS Fund | Azimut | Luxembourg | Fixed Income Miscellaneous | 2008-04-30 | |
BlackRock Global Funds AI Innovation Fund | BlackRock | Luxembourg | Technology Sector Equity | 14,89 | 2024-12-09 |
BlackRock Global Funds Climate Action Equity Fund | BlackRock | Luxembourg | Global Equity Large Cap | 4,2 | 2021-12-09 |
BlueBay Funds BlueBay Investment Grade Euro Government Bond Fund C-1 | RBC BlueBay AM | Luxembourg | Europe Fixed Income | 400,04 | 2024-10-14 |
BNP Paribas Flexi I Obliselect Euro May 2030 | BNP Paribas AM | Luxembourg | Fixed Income Miscellaneous | 2025-02-27 | |
BNY Mellon Global Aggregate Bond Fund | BNY Mellon | Ireland | Global Fixed Income | 192,03 | 2024-07-16 |
BNY Mellon Efficient Euro High Yield Beta Fund | BNY Mellon | Ireland | Europe Fixed Income | 2024-06-24 | |
Brevan Howard Absolute Return Government Bond Fund | Brevan Howard AM | Luxembourg | Global Macro | 2.260,87 | 2019-07-08 |
Indosuez Funds Chronos 2030 USD | Credit Agricole | Luxembourg | Fixed Income Miscellaneous | 221,22 | 2025-01-27 |
Carmignac Credit 2031 | Carmignac | France | Fixed Income Miscellaneous | 2024-12-31 | |
EdR Fund II Signature Balanced (EUR) | Edmond De Rothschild AM | Luxembourg | Moderate Allocation | 22,38 | 2024-12-11 |
New Capital Fund Lux BlueOrchard Global Impact Credit Fund | EFG AM | Luxembourg | Global Fixed Income | 23,12 | 2024-10-31 |
New Capital Tactical Opportunities Fund | EFG AM | Ireland | Equity Miscellaneous | 2003-09-26 | |
FAM Target Equity Allocation Fineco AM Fund II | Fineco AM | Ireland | Target Date | 2025-02-06 | |
First Trust SMID Rising Dividend Achievers UCITS ETF | First Trust Global Portofolios Limited | Ireland | US Equity Mid Cap | 209,23 | 2024-04-10 |
Calamos Antetokounmpo Global Funds SICAV Calamos Antetokounmpo US Sustainable Equities Fund | FundRock | Luxembourg | US Equity Large Cap Blend | 3,12 | 2023-12-12 |
Goldman Sachs EUR High Yield Bond Active UCITS ETF | Goldman Sachs AM | Ireland | Europe Fixed Income | 21,01 | 2025-01-30 |
Goldman Sachs USD High Yield Bond Active UCITS ETF | Goldman Sachs AM | Ireland | US Fixed Income | 20,93 | 2025-01-30 |
Goldman Sachs USD Investment Grade Corporate Bond Active UCITS ETF | Goldman Sachs AM | Ireland | US Fixed Income | 20,9 | 2025-01-21 |
Goldman Sachs EUR Investment Grade Corporate Bond Active UCITS ETF | Goldman Sachs AM | Ireland | Europe Fixed Income | 20,66 | 2025-01-21 |
Groupama Horizon Actions Emergentes | Groupama AM | France | Global Emerging Markets Equity | 105,11 | 2015-09-28 |
Invesco Markets II plc Invesco EUR AAA CLO UCITS ETF | Invesco | Ireland | Fixed Income Miscellaneous | 65,13 | 2025-02-10 |
Invesco Markets II plc Invesco USD AAA CLO UCITS ETF | Invesco | Ireland | Fixed Income Miscellaneous | 62,56 | 2025-02-10 |
iShares AI Innovation Active UCITS ETF | iShares | Ireland | Technology Sector Equity | 15,91 | 2025-01-16 |
iShares iBonds Dec 2031 Term € Corp UCITS ETF | iShares | Ireland | Fixed Income Miscellaneous | 37,08 | 2024-11-05 |
iShares iBonds Dec 2032 Term € Corp UCITS ETF | iShares | Ireland | Fixed Income Miscellaneous | 33,31 | 2024-11-05 |
iShares iBonds Dec 2034 Term € Corp UCITS ETF | iShares | Ireland | Fixed Income Miscellaneous | 31,89 | 2024-11-05 |
iShares iBonds Dec 2033 Term € Corp UCITS ETF | iShares | Ireland | Fixed Income Miscellaneous | 29,4 | 2024-11-05 |
iShares Lithium & Battery Producers UCITS ETF | iShares | Ireland | Technology Sector Equity | 8,09 | 2023-10-31 |
iShares Physical Silver ETC | iShares | Ireland | Commodities Specified | 1304,65 | 2011-04-08 |
Regnan Sustainable Water and Waste Fund | J O Hambro | Ireland | Equity Miscellaneous | 0 | 2024-12-04 |
JPMorgan ELTIFs - Multi-Alternatives Fund | JPMorgan AM | Luxembourg | 2025-03-31 | ||
HANetf ICAV Jupiter Global Government Bond Active UCITS ETF | Jupiter AM | Ireland | Global Fixed Income | 19,56 | 2025-02-11 |
Echiquier Luxury | La Financière de l'Echiquier | France | Consumer Goods & Services Sector Equity | 25,91 | 2007-05-09 |
Lonvia MID-cap World | Lonvia Capital | Luxembourg | Global Equity Mid/Small Cap | 0,61 | 2024-07-18 |
Man Emerging Markets Corporate Credit Opportunities | Man Group | Ireland | Market Neutral | 52,23 | 2025-02-05 |
Mercer Liquid Alternatives Strategies | Mercer Global Investments | Ireland | Multialternative | 2012-03-30 | |
Morgan Stanley Investment Funds MENA Equity Fund | Morgan Stanley | Luxembourg | Africa Equity | 2025-01-15 | |
Ossiam Serenity Euro | Natixis IM | Luxembourg | Money Market Miscellaneous | 8,35 | 2024-12-10 |
NEF Ethical Target 2029 | NEAM | Luxembourg | Fixed Income Miscellaneous | 126,31 | 2025-01-31 |
Robeco Emerging Markets Bonds Local Currency | Robeco | Luxembourg | Emerging Markets Fixed Income | 24,53 | 2024-09-25 |
Robeco Emerging Markets Bonds | Robeco | Luxembourg | Emerging Markets Fixed Income | 13,54 | 2024-09-24 |
Schroder Investment Fund Core Insurance Linked Securities | Schroders | Luxembourg | Miscellaneous | 2013-09-30 | |
SKY Harbor Global Funds U.S. Short Duration Responsible High Yield Fund | SKY Harbor Global Funds | Luxembourg | US Fixed Income | 983,33 | 2012-04-05 |
SKY Harbor Global Funds Global Responsible High Yield Fund | SKY Harbor Global Funds | Luxembourg | Global Fixed Income | 45,31 | 2012-04-05 |
SPDR J.P. Morgan Saudi Arabia Aggregate Bond UCITS ETF | State Street | Ireland | Fixed Income Miscellaneous | 252,1 | 2024-12-11 |
U Asset Allocation Multi Asset Control | UBP | Luxembourg | 2025-01-20 | ||
UBS (Lux) Equity SICAV India Opportunity (USD) | UBS AM | Luxembourg | India Equity | 2025-03-26 | |
UBS (Irl) Fund Solutions plc MSCI USA SF Index Fund | UBS AM | Ireland | US Equity Large Cap Blend | 2.960,24 | 2020-10-09 |
Wellington Management Funds (Luxembourg) III SICAV Wellington Global Equity Value Fund | Wellington Management | Luxembourg | Global Equity Large Cap | 1,03 | 2025-01-28 |
WisdomTree Global Quality Growth UCITS ETF | WisdomTree | Ireland | Global Equity Large Cap | 0,91 | 2025-02-19 |
WisdomTree Physical CoinDesk 20 ETC | WisdomTree | United Kingdom | Miscellaneous | 40,33 | 2025-02-12 |
Scalable MSCI AC World Xtrackers UCITS ETF | Xtrackers | Luxembourg | Global Equity Large Cap | 137,92 | 2024-12-11 |
Xtrackers CSI500 Swap UCITS ETF | Xtrackers | Luxembourg | Greater China Equity | 169,34 | 2024-07-31 |