I fondi Blockbuster 2020 delle case di gestione internazionali in Italia

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Anche quest’anno FundsPeople ha assegnato il rating Blockbuster (B) ai fondi che al 31 dicembre 2019 registravano un volume significativo di asset in Italia. Il patrimonio minimo richiesto è fissato a 200 milioni di euro. Inoltre, per i fondi di gruppi nazionali, è valutato il dato di raccolta. Per l'ottenimento del rating è infatti necessario che il 25% del patrimonio totale sia stato acquisito negli ultimi tre anni.

Sono 554 i prodotti commercializzati in Italia che hanno ottenuto il rating Blockbuster (B). 403 appartengono a case di gestione internazionali e 151 a italiane. 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 internazionli con rating Blockbuster (B) Funds People in Italia con un patrimonio superiore a 1 miliardo di euro:

Fondo Società Marchio FP 2020 Patrimonio
JPMorgan Investment Funds - Global Income Fund JPMorgan AM B 8.337
M&G (Lux) Optimal Income Fund M&G Investments ABC 7.412
Invesco Pan European High Income Fund Invesco ABC 7.085
Fidelity Funds - Global Multi Asset Income Fund Fidelity International AB 5.395
Morgan Stanley Investment Funds - Global Brands Fund Morgan Stanley IM ABC 5.146
Pictet-Global Megatrend Selection Pictet AM B 5.042
Morgan Stanley Investment Funds - Global Balanced Risk Control Fund of Fund Morgan Stanley IM BC 4.496
PIMCO GIS Income Fund PIMCO ABC 3.780
First Eagle Amundi Income Builder Fund Amundi B 3.455
Pictet-Multi Asset Global Opportunities Pictet AM ABC 3.287
Amundi Funds - Euro Strategic Bond Amundi B 3.122
Fidelity Funds - Global Dividend Fund Fidelity International ABC 2.979
Morgan Stanley Investment Funds - Global Opportunity Fund Morgan Stanley IM AB 2.972
M&G (Lux) Dynamic Allocation Fund M&G Investments B 2.873
Amundi Funds - Global Aggregate Bond Amundi B 2.534
JPMorgan Funds - Global Bond Opportunities Fund JPMorgan AM B 2.405
Schroder International Selection Fund EURO Corporate Bond Schroders ABC 2.374
Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund Morgan Stanley IM BC 2.264
Vontobel Fund - Global Equity Vontobel AM BC 2.133
BlackRock Global Funds - Euro Short Duration Bond Fund BlackRock B 2.060
Pictet-Robotics Pictet AM B 1.890
M&G (Lux) Conservative Allocation Fund M&G Investments B 1.882
Threadneedle (Lux) - Credit Opportunities Columbia Threadneedle B 1.861
Amundi Funds - Emerging Markets Blended Bond Amundi B 1.818
Fidelity Funds - Euro Short Term Bond Fund Fidelity International B 1.809
BlackRock Strategic Funds - Fixed Income Strategies Fund BlackRock B 1.786
Fidelity Funds - China Consumer Fund Fidelity International BC 1.768
BlackRock Global Funds - Global Multi-Asset Income Fund BlackRock B 1.750
Amundi S.F. - Diversified Short-Term Bond Amundi B 1.627
BlackRock Global Funds - Global Allocation Fund BlackRock B 1.599
Morgan Stanley Investment Funds - US Advantage Fund Morgan Stanley IM AB 1.548
JPMorgan Funds - Global Corporate Bond Fund JPMorgan AM B 1.529
Invesco Funds - Invesco Global Income Fund Invesco BC 1.521
JPMorgan Investment Funds - Global Macro Opportunities Fund JPMorgan AM B 1.458
Invesco Funds - Invesco Pan European Structured Equity Fund Invesco B 1.434
Fidelity Funds - FIRST All Country World Fund Fidelity International BC 1.411
Amundi Funds - Euro Multi-Asset Target Income Amundi B 1.408
BlueBay Investment Grade Euro Government Bond Fund BlueBay AM ABC 1.408
BlackRock Global Funds - Euro Bond Fund BlackRock BC 1.396
PIMCO GIS Euro Bond Fund PIMCO BC 1.347
BlackRock Global Funds - Euro Corporate Bond Fund BlackRock BC 1.343
First Eagle Amundi International Fund Amundi B 1.340
Carmignac Sécurité Carmignac  B 1.324
Invesco Funds - Invesco Balanced-Risk Allocation Fund Invesco B 1.316
DNCA Invest Eurose Natixis IM B 1.312
Vontobel Fund - Emerging Markets Debt Vontobel AM B 1.261
Muzinich Enhancedyield Short-Term Fund Muzinich AB 1.255
Amundi Funds - Absolute Return Multi-Strategy Amundi BC 1.230
Fidelity Funds - Emerging Market Debt Fund Fidelity International B 1.214
Templeton Global Total Return Fund Franklin Templeton B 1.198
Invesco Funds - Invesco Global Total Return (EUR) Bond Fund Invesco B 1.196
Amundi Funds - Pioneer Strategic Income Amundi B 1.195
Amundi Funds - Euro Corporate Bond Amundi B 1.187
Invesco Funds - Invesco Euro Corporate Bond Fund Invesco B 1.183
Pictet-EUR Short Term High Yield Pictet AM B 1.163
BlackRock Global Funds - Fixed Income Global Opportunities Fund BlackRock B 1.122
JPMorgan Funds - Global Multi Strategy Income Fund JPMorgan AM B 1.109
Vontobel Fund - US Equity Vontobel AM ABC 1.103
M&G (Lux) Income Allocation Fund M&G Investments B 1.096
Fidelity Funds - European High Yield Fund Fidelity International B 1.071
M&G (Lux) Global Floating Rate High Yield Fund M&G Investments B 1.064
Morgan Stanley Investment Funds - Euro Strategic Bond Fund Morgan Stanley IM B 1.057
Fidelity Active Strategy - FAST - Emerging Markets Fund Fidelity International B 1.052
Pictet-Digital Pictet AM B 1.051
Fidelity Funds - Global Short Duration Income Fund Fidelity International B 1.034
Pictet-Security Pictet AM B 1.017
BlackRock Global Funds - World Healthscience Fund BlackRock BC 1.010
Algebris Financial Credit Fund Algebris Investments B 1.004
Raiffeisen-Nachhaltigkeit-Mix Raiffeisen CM BC 1.001
Jupiter Global Fund - Jupiter Dynamic Bond Jupiter AM AB 1.000

Fonte: Elaborazione propria. Dati in milioni di euro.