I fondi Blockbuster del 2019

Anche quest’anno Funds People ha assegnato il rating B, Blockbuster ai fondi più venduti del mercato, cioè quelli che al 31 dicembre 2018 registravano un volume significativo di asset in Italia. Il patrimonio minimo richiesto in Italia, è fissato a 200 milioni di euro. Tuttavia, per i fondi di gruppi nazionali, è richiesto un dato di raccolta negli ultimi tre anni pari al 25% del patrimonio di ogni fondo.

Sono 306 i fondi esteri e 62 quelli italiani che superano le rispettive soglie. In totale, 368 prodotti commercializzati in Italia hanno ottenuto il rating B di Blockbuster. Sono state escluse dall’analisi le categorie di prodotti garantiti, monetari e obbligazionari ultra-short term e con target di rendimento.

Ecco l’elenco dei fondi con rating Funds People B in Italia con un patrimonio superiore a 1 miliardo di euro.

Blockbuster di società di gestione internazionali

Fondo	Categoria
AB - Select US Equity Portfolio	Equity
Algebris UCITS Funds plc - Algebris Financial Credit Fund	Fixed Income
Aviva Investors - Multi-Strategy Target Return Fund	Alternativi
AXA IM Fixed Income Investment Strategies - Europe Short Duration High Yield	Fixed Income
AXA IM Fixed Income Investment Strategies - US Corporate Intermediate Bonds	Fixed Income
AXA IM Fixed Income Investment Strategies - US Short Duration High Yield	Fixed Income
AXA Rosenberg Equity Alpha Trust - AXA Rosenberg US Enhanced Index Equity Alpha Fund	Equity
AXA World Funds - Euro Credit Short Duration	Fixed Income
AXA World Funds - Framlington Global Convertibles	Convertibili
AXA World Funds - Global Inflation Bonds	Fixed Income
AXA World Funds - Global Optimal Income	Multi-Asset
BlackRock Global Funds - Euro Corporate Bond Fund	Fixed Income
BlackRock Global Funds - Fixed Income Global Opportunities Fund	Fixed Income
BlackRock Global Funds - Global Multi-Asset Income Fund	Multi-Asset
BlackRock Strategic Funds - Fixed Income Strategies Fund	Alternativi
BlueBay Funds - BlueBay Investment Grade Euro Government Bond Fund	Fixed Income
BNP Paribas Aqua	Equity
BNP Paribas L1 Multi-Asset Income	Multi-Asset
BNY Mellon Global Funds PLC - BNY Mellon Absolute Return Equity Fund	Alternativi
BNY Mellon Global Funds PLC - BNY Mellon Global Real Return Fund (EUR)	Alternativi
Candriam Bonds Credit Opportunities	Alternativi
Candriam Bonds Emerging Markets	Fixed Income
Candriam Bonds Euro High Yield	Fixed Income
Candriam Bonds Euro Short Term	Fixed Income
Capital Group New Perspective Fund (LUX)	Equity
Carmignac Sécurité	Fixed Income
Comgest Growth Emerging Markets	Equity
CPR Silver Age	Equity
CS Invm Fds 2 - Credit Suisse (Lux) Global Robotics Equity Fund	Equity
DNCA Invest Eurose	Multi-Asset
DWS Concept Kaldemorgen	Alternativi
DWS Floating Rate Notes	Fixed Income
DWS Invest ESG Euro Bonds (Short)	Fixed Income
DWS Invest Euro Corporate Bonds	Fixed Income
DWS Invest Euro High Yield Corporates	Fixed Income
DWS Invest Euro-Gov Bonds	Fixed Income
DWS Invest Multi Opportunities	Multi-Asset
DWS Invest Top Dividend LCH (P)	Equity
Edmond de Rothschild Financial Bonds	Fixed Income
Edmond de Rothschild Fund - Bond Allocation	Fixed Income
EIS Flexible Plus 3 I	Multi-Asset
Fidelity Funds - China Consumer Fund	Equity
Fidelity Funds - Emerging Market Debt Fund	Fixed Income
Fidelity Funds - Euro Short Term Bond Fund	Fixed Income
Fidelity Funds - European High Yield Fund	Fixed Income
Fidelity Funds - Global Dividend Fund	Equity
Fidelity Funds - Global Multi Asset Income Fund	Multi-Asset
Franklin Templeton Investment Funds-Franklin K2 Alternative Strategies Fund	Alternativi
Fundquest Patrimoine	Multi-Asset
Generali Investments SICAV - Euro Equity Controlled Volatility	Equity
Invesco Funds - Invesco Balanced-Risk Allocation Fund	Multi-Asset
Invesco Funds - Invesco Euro Corporate Bond Fund	Fixed Income
Invesco Funds - Invesco Global Targeted Returns Fund	Alternativi
Invesco Funds - Invesco Global Total Return (EUR) Bond Fund	Fixed Income
Invesco Funds - Invesco Pan European High Income Fund	Multi-Asset
Invesco Funds - Invesco Pan European Structured Equity Fund	Equity
Investec Global Strategy Fund - European Equity Fund	Equity
Janus Henderson Capital Funds plc - Balanced Fund	Multi-Asset
Janus Henderson Capital Funds plc - Global Life Sciences Fund	Equity
Janus Henderson Horizon Euro Corporate Bond Fund	Fixed Income
Janus Henderson Horizon Euroland Fund	Equity
Janus Henderson Horizon Global Technology Fund	Equity
Janus Henderson United Kingdom Absolute Return Fund	Alternativi
JPMorgan Funds - America Equity Fund	Equity
JPMorgan Funds - Emerging Markets Corporate Bond Fund	Fixed Income
JPMorgan Funds - Emerging Markets Equity Fund	Equity
JPMorgan Funds - Emerging Markets Local Currency Debt Fund	Fixed Income
JPMorgan Funds - Emerging Markets Opportunities Fund	Equity
JPMorgan Funds - Emerging Markets Strategic Bond Fund	Fixed Income
JPMorgan Funds - Europe Equity Plus Fund	Equity
JPMorgan Funds - Global Bond Opportunities Fund	Fixed Income
JPMorgan Funds - Global Convertibles Fund (EUR)	Convertibili
JPMorgan Funds - Global Corporate Bond Fund	Fixed Income
JPMorgan Funds - Global Focus Fund	Equity
JPMorgan Funds - Global Government Bond Fund	Fixed Income
JPMorgan Funds - Global Healthcare Fund	Equity
JPMorgan Funds - Global Strategic Bond Fund	Fixed Income
JPMorgan Funds - Japan Equity Fund	Equity
JPMorgan Funds - US Equity All Cap Fund	Equity
JPMorgan Funds - US Select Equity Plus Fund	Equity
JPMorgan Funds - US Value Fund	Equity
JPMorgan Investment Funds - Europe Strategic Dividend Fund	Equity
JPMorgan Investment Funds - Global Balanced Fund	Multi-Asset
JPMorgan Investment Funds - Global High Yield Bond Fund	Fixed Income
JPMorgan Investment Funds - Global Income Conservative Fund	Multi-Asset
JPMorgan Investment Funds - Global Income Fund	Multi-Asset
JPMorgan Investment Funds - Global Macro Opportunities Fund	Alternativi
JPMorgan Investment Funds - Income Opportunity Fund	Fixed Income
Jupiter Global Fund - Jupiter Dynamic Bond	Fixed Income
Jupiter Global Fund - Jupiter European Growth	Equity
Lyxor Newcits IRL PLC - Lyxor/Tiedemann Arbitrage Strategy Fund	Alternativi
M&G (Lux) Investment Funds 1 - M&G (Lux) Conservative Allocation Fund	Multi-Asset
M&G (Lux) Investment Funds 1 - M&G (Lux) Dynamic Allocation Fund	Multi-Asset
M&G (Lux) Investment Funds 1 - M&G (Lux) Euro Corporate Bond Fund	Fixed Income
M&G (Lux) Investment Funds 1 - M&G (Lux) Global Convertibles Fund	Convertibili
M&G (Lux) Investment Funds 1 - M&G (Lux) Global Dividend Fund	Equity
M&G (Lux) Investment Funds 1 - M&G (Lux) Global Floating Rate High Yield Bond Fund	Fixed Income
M&G (Lux) Investment Funds 1 - M&G (Lux) Income Allocation Fund	Multi-Asset
Merian Global Equity Absolute Return Fund	Alternativi
Merian North American Equity Fund	Equity
MFS Meridian Funds - European Research Fund	Equity
MFS Meridian Funds - European Value Fund	Equity
MFS Meridian Funds - Global Equity Fund	Equity
MFS Meridian Funds - Prudent Wealth Fund	Multi-Asset
Morgan Stanley Investment Funds - Emerging Markets Corporate Debt Fund	Fixed Income
Morgan Stanley Investment Funds - Emerging Markets Equity Fund	Equity
Morgan Stanley Investment Funds - Euro Corporate Bond Fund	Fixed Income
Morgan Stanley Investment Funds - Euro Strategic Bond Fund	Fixed Income
Morgan Stanley Investment Funds - European Currencies High Yield Bond Fund	Fixed Income
Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Fund	Multi-Asset
Morgan Stanley Investment Funds - Global Brands Fund	Equity
Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund	Fixed Income
Morgan Stanley Investment Funds - Global Quality Fund	Equity
Morgan Stanley Investment Funds - Short Maturity Euro Bond Fund	Fixed Income
Morgan Stanley Investment Funds - US Advantage Fund	Equity
Morgan Stanley Investment Funds - US Growth Fund	Equity
Muzinich Enhancedyield Short-Term Fund	Fixed Income
Muzinich Global Tactical Credit Fund	Fixed Income
Muzinich Short Duration HighYield Fund	Fixed Income
NN (L) Emerging Markets Debt (Hard Currency)	Fixed Income
NN (L) Global Convertible Opportunities	Convertibili
Nordea 1 - Stable Return Fund	Multi-Asset
Parvest Bond Euro Corporate	Fixed Income
Parvest Bond Euro Government	Fixed Income
Parvest Diversified Dynamic	Multi-Asset
Parvest Enhanced Cash 6 Months	Fixed Income
Pictet - Absolute Return Fixed Income	Alternativi
Pictet-Digital	Equity
Pictet-Emerging Local Currency Debt	Fixed Income
Pictet-EUR Short Term Corporate Bonds	Fixed Income
Pictet-EUR Short Term High Yield	Fixed Income
Pictet-Global Megatrend Selection	Equity
Pictet-Japanese Equity Opportunities	Equity
Pictet-Multi Asset Global Opportunities	Multi-Asset
Pictet-Robotics	Equity
Pictet-Security	Equity
Pictet-USA Index	Equity
Pictet-Water	Equity
PIMCO GIS Capital Securities Fund	Fixed Income
PIMCO GIS Diversified Income Fund	Fixed Income
PIMCO GIS Income Fund	Fixed Income
Schroder International Selection Fund EURO Bond	Fixed Income
Schroder International Selection Fund EURO Corporate Bond	Fixed Income
Schroder International Selection Fund EURO Equity	Equity
Schroder International Selection Fund EURO High Yield	Fixed Income
Schroder International Selection Fund Global Dividend Maximiser	Equity
Schroder International Selection Fund Global Inflation Linked Bond	Fixed Income
Schroder International Selection Fund Global Multi-Asset Income	Multi-Asset
Schroder International Selection Fund Strategic Credit	Fixed Income
SSGA Luxembourg SICAV - State Street Global Treasury Bond Index Fund	Fixed Income
Templeton Global Total Return Fund	Fixed Income
UBAM - Dynamic US Dollar Bond	Fixed Income
UBAM - Global High Yield Solution	Fixed Income
Vontobel Fund - Global Equity	Equity
Wellington US Research Equity Fund	Equity

Blockbuster di gruppi italiani

Fondo	Categoria
Amundi Risparmio Italia	Multi-Asset
Amundi Target Controllo	Multi-Asset
Anima Risparmio	Fixed Income
Arca Bond Paesi Emergenti	Fixed Income
Arca Obbligazioni Europa	Multi-Asset
BancoPosta Mix 2	Multi-Asset
EIS Flexible Plus 3 I	Multi-Asset
Epsilon Fund - Emerging Bond Total Return	Fixed Income
Etica Bilanciato	Multi-Asset
Eurizon Fund - Azioni Strategia Flessibile	Multi-Asset
Eurizon Fund - Bond Emerging Markets	Fixed Income
Eurizon Opportunità Obbligazioni Flessibile	Alternativi
Eurizon Progetto Italia 40	Multi-Asset
Fonditalia Bond Global Emerging Markets	Fixed Income
Fonditalia Equity Global High Dividend	Equity
Fonditalia Financial Credit Bond	Fixed Income
Generali Investments SICAV - Euro Equity Controlled Volatility	Equity
Kairos International Sicav- Pegasus	Alternativi
Mediolanum Best Brands Euro Fixed Income Fund	Fixed Income
Mediolanum Flessibile Futuro Italia	Equity
Mediolanum Flessibile Sviluppo Italia	Multi-Asset

Fonte: Elaborazione propria.

I più letti

Cultura finanziaria, un fattore chiave nella scelta tra USA e UE

Democratizzazione private markets: “Più educazione finanziaria per passare dalle parole ai fatti”

ETF, ESG o i Magnifici Sette: il parere di Terry Smith e Julian Robins di Fundsmith

Tassi più alti più a lungo: quali sono le implicazioni per il private equity?

Notizie collegate

Una strategia dalla disciplina rigorosa

Antonio Salido entra a far parte della famiglia Funds People

Diversificazione e selezione, la ricetta di DWS per la gestione del credito

Contenere il max drawdown è una strategia consistente

Società collegata

Fondi collegati