Posizionamento dei fondi
   * Performance a 3 anni annualizzate
Posizionamento dei fondi  visualizza pdf
Indice di categoria: MSCI USA NTR
Performance aggiornate al 30/04/2024.

  Rating CFS Performance Sharpe
Fondo   YTD 1 anno 3 anni 5 anni
JPM US Select Equity Plus A (acc) USD 13.85 35.26 1.01 1.04
JPM US Select Equity Plus A (dist) USD 13.84 35.21 1.01 1.04
JPM US Select Equity Plus A (acc) EUR 14.18 35.29 0.99 1.03
Schroder ISF US Large Cap C Acc 12.84 31.88 1.12 1.03
Schroder ISF US Large Cap C Acc 12.82 31.80 1.11 1.02
Schroder ISF US Large Cap A 12.55 30.90 1.06 1.02
Schroder ISF US Large Cap A Acc 12.53 30.80 1.05 1.01
JPM US Select Equity Plus D (acc) USD 13.56 34.21 0.96 0.99
JPM America Equity A (dist) USD 10.70 32.51 0.94 0.94
JPM America Equity A (acc) USD 10.70 32.47 0.94 0.94
JPM US Select Equity Plus D (acc) EUR 13.85 34.15 0.93 0.98
Schroder ISF US Large Cap B Acc 12.30 30.02 1.00 0.97
Schroder ISF US Large Cap A1 Acc 12.26 29.92 1.00 0.97
Schroder ISF US Large Cap A1 Acc 12.24 29.83 0.99 0.93
JPM America Equity D (acc) USD 10.42 31.49 0.89 0.90
Natixis IF (Lux) I Harris Associates U.S. Equity R/D (USD) 7.80 33.06 0.83 0.85
Natixis IF (Lux) I Harris Associates U.S. Equity R/A (USD) 7.80 33.06 0.83 0.85
Invesco US Value Equity A semi-annual Dist USD 8.31 20.80 0.86 0.62
Invesco US Value Equity A Acc USD 8.30 20.78 0.86 0.62
Natixis IF (Lux) I Harris Associates U.S. Equity R/A (EUR) 7.86 33.30 0.82 0.84
Morgan Stanley IF US Core Equity A 13.66 32.06 0.80 0.93
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES ZU 11.03 29.21 0.89 0.80
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES AU 10.94 28.89 0.88 0.79
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES AE 11.00 29.13 0.85 0.78
Invesco US Value Equity E Acc EUR 8.29 19.82 0.81 0.58
Amundi Pioneer US Equity Fundamental Growth G EUR (C) 10.67 34.69 0.82 0.93
Invesco US Value Equity R Acc USD 8.03 19.87 0.81 0.58
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES DU 10.86 28.64 0.86 0.77
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES DE 10.92 28.87 0.84 0.77
Fidelity F. America A-ACC-Euro 7.02 21.06 0.85 0.62
Fidelity F. America A-Euro 7.01 21.07 0.84 0.62
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES ZU 11.24 32.99 0.88 0.97
Fidelity F. America A-USD 7.04 21.06 0.85 0.62
Fidelity F. America A-ACC-USD 7.00 21.08 0.85 0.62
Amundi Pioneer US Equity Fundamental Growth F EUR (C) 10.52 34.26 0.80 0.91
Pictet USA Index R USD 8.93 24.32 0.85 0.90
Invesco US Structured Equity A Acc USD 10.57 22.07 0.85 0.65
Pictet USA Index R EUR 9.15 25.29 0.83 0.89
JPM US Select Equity A (acc) USD 8.95 26.82 0.81 0.94
JPM US Select Equity A (dist) USD 8.95 26.80 0.81 0.93
Fidelity F. America D-ACC-Euro 6.87 20.43 0.80 0.59
JPM US Select Equity A (acc) EUR 9.27 26.85 0.80 0.93
JPM US Growth A (acc) USD 12.50 38.82 0.72 1.03
Mercati Eurizon Az. America 9.48 25.88 0.82 0.90
JPM US Growth A (dist) USD 12.49 38.76 0.72 1.03
M&G (Lux) North American Dividend EUR A Acc 5.88 23.44 0.80 0.78
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES AU 10.88 31.85 0.83 0.92
M&G (Lux) North American Dividend EUR A Dis 5.88 23.44 0.80 0.78
M&G (Lux) North American Value EUR A Acc 8.29 18.39 0.79 0.55
Fidelity F. America E-ACC-Euro 6.75 20.16 0.78 0.57
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES AU 10.94 32.09 0.81 0.92
M&G (Lux) North American Value USD A Acc 8.08 18.55 0.79 0.59
M&G (Lux) North American Dividend USD A Acc 5.68 23.62 0.79 0.72
Invesco US Structured Equity E Acc EUR 10.73 21.48 0.81 0.62
Amundi US Pioneer G EUR (C) 11.90 38.90 0.77 0.93
JPM US Value A (acc) USD 7.84 16.79 0.80 0.69
JPM US Value A (dist) USD 7.83 16.78 0.80 0.69
Invesco US Structured Equity R Acc USD 10.39 21.26 0.80 0.60
Natixis IF (Lux) I Loomis Sayles U.S. Growth Eq. R/A (EUR) 10.72 37.95 0.71 0.88
JPM US Select Equity D (acc) USD 8.75 26.17 0.78 0.90
JPM US Hdg Equity A (acc) USD 6.27 13.30 0.97 1.02
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES AUP 10.95 28.94 0.78 0.69
Amundi US Pioneer F EUR (C) 11.91 38.54 0.75 0.90
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES DU 10.69 31.20 0.79 0.89
BGF US Flexible Equity E2 USD 7.96 21.20 0.77 0.80
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES DU 10.76 31.43 0.78 0.89
BGF US Flexible Equity E2 EUR 8.26 21.24 0.75 0.80
JPM US Growth D (acc) USD 12.24 37.78 0.68 0.99
JPM US Value D (acc) USD 7.56 15.91 0.73 0.65
JPM US Equity All Cap A (acc) USD 9.01 29.06 0.73 0.84
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES AUP 10.88 31.86 0.75 0.84
JPM US Equity All Cap A (acc) EUR 9.32 29.10 0.72 0.83
M&G (Lux) North American Dividend USD A Dis 5.69 23.62 0.72 0.71
PIMCO GIS StocksPLUSā?¢ E USD Acc 10.06 28.83 0.73 0.82
BGF US Basic Value E2 USD 7.78 16.72 0.67 0.52
Nordea 1 North American Stars Equity BP EUR 9.44 23.07 0.72 0.95
Nordea 1 North American Stars Equity BP USD 9.47 23.16 0.72 0.95
BGF US Basic Value E2 EUR 8.09 16.76 0.66 0.52
Raiffeisen Azionario Sostenibile USA 7.76 19.49 0.65 0.75
Nordea 1 North American Stars Equity E EUR 9.16 22.15 0.66 0.90
Nordea 1 North American Stars Equity E USD 9.19 22.24 0.66 0.90
Threadneedle (Lux) AMERICAN 1U 8.66 24.63 0.64 0.84
Threadneedle (Lux) AMERICAN 1E 8.72 24.86 0.63 0.84
JPM US Select Equity Plus A (acc) EUR (Hdg) 9.70 28.46 0.59 0.79
Threadneedle (Lux) AMERICAN AU 8.61 24.47 0.63 0.83
Anima America A 8.32 22.81 0.63 0.83
Threadneedle (Lux) AMERICAN AU 8.67 24.69 0.62 0.83
Anima America AD 8.31 22.78 0.63 0.83
Threadneedle (Lux) AMERICAN 1EP 8.72 24.85 0.60 0.78
Franklin Mutual U.S. Value A (acc) USD 4.77 18.48 0.53 0.45
Franklin Mutual U.S. Value A (Ydis) USD 4.76 18.48 0.53 0.45
Anima America B 8.23 22.50 0.61 0.82
Threadneedle (Lux) AMERICAN DU 8.48 24.04 0.60 0.81
ARCA AZIONI AMERICA CLIMATE IMPACT CL P 6.39 19.21 0.60 0.69
Threadneedle (Lux) AMERICAN DU 8.55 24.26 0.60 0.81
Schroder ISF US Large Cap A Acc 8.33 24.21 0.58 0.75
Fidelity F. American Growth A-ACC-USD 5.65 14.13 0.57 0.86
Franklin Mutual U.S. Value A (acc) EUR 4.40 18.29 0.52 0.45
Fidelity F. American Growth A-USD 5.65 14.15 0.57 0.86
Amundi Pioneer US Equity ESG Improvers G EUR (C) 5.66 15.37 0.59
Amundi Pioneer US Equity Research G EUR (C) 7.01 21.86 0.60 0.76
Fidelity F. American Growth A-ACC-Euro 5.67 14.14 0.55 0.84
Amundi Pioneer US Equity Research Value G USD (C) 5.79 13.38 0.48
JPM America Equity A (acc) EUR (Hdg) 6.69 25.89 0.54 0.72
JPM US Select Equity Plus D (acc) EUR (Hdg) 9.43 27.43 0.54 0.75
Schroder ISF US Large Cap B Acc 8.09 23.45 0.54 0.71
Amundi Pioneer US Equity Research Value G EUR (C) 5.84 13.57 0.48 0.55
Franklin Mutual U.S. Value N (acc) USD 4.51 17.61 0.48 0.41
Amundi Pioneer US Equity ESG Improvers F EUR (C) 5.43 14.62 0.55
Schroder ISF US Large Cap A1 Acc 8.04 23.27 0.53 0.69
Franklin Mutual U.S. Value N (acc) EUR 4.13 17.41 0.47 0.41
Fidelity F. American Growth E-ACC-Euro 5.39 13.27 0.48 0.79
Amundi Pioneer US Equity Research Value F EUR (C) 5.70 13.13 0.46 0.53
Threadneedle (Lux) AMERICAN SELECT 1U 9.22 26.81 0.53 0.76
Threadneedle (Lux) AMERICAN EXTENDED ALPHA ZU 4.45 18.75 0.51 0.76
Threadneedle (Lux) AMERICAN SELECT 1EP 9.28 27.03 0.52 0.76
Threadneedle (Lux) AMERICAN SELECT 1E 9.29 27.04 0.52 0.76
JPM America Equity D (acc) EUR (Hdg) 6.39 24.91 0.50 0.68
Threadneedle (Lux) AMERICAN SELECT AU 9.18 26.64 0.52 0.75
JPM US Hdg Equity A (acc) EUR (Hdg) 2.40 7.65 0.33 0.71
Threadneedle (Lux) AMERICAN SELECT AU 9.24 26.87 0.52 0.75
Fidelity F. America A-ACC-Euro (Hdg) 3.11 15.03 0.39 0.40
Amundi Pioneer US Equity Fundamental Growth G EUR Hgd (C) 6.54 27.73 0.47
Schroder ISF US Large Cap C Acc 8.61 25.14 0.63 0.77
Threadneedle (Lux) AMERICAN EXTENDED ALPHA 1U 4.22 18.08 0.47 0.72
Threadneedle (Lux) AMERICAN EXTENDED ALPHA 1E 4.28 18.30 0.47 0.72
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES AEH 6.86 22.57 0.46 0.57
Threadneedle (Lux) AMERICAN EXTENDED ALPHA AU 4.19 17.95 0.47 0.72
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES ZEH 6.95 22.78 0.47 0.58
Threadneedle (Lux) AMERICAN SELECT DU 8.90 25.70 0.47 0.71
BGF US Growth E2 USD 10.53 38.54 0.45 0.69
Threadneedle (Lux) AMERICAN SELECT DU 8.96 25.93 0.47 0.71
BGF US Growth E2 EUR 10.84 38.57 0.45 0.69
Threadneedle (Lux) TLUX US DISCIPLINED CORE EQUITIES DEH 6.79 22.19 0.45 0.56
Invesco US Structured Equity A (EUR Hdg) Acc EUR 6.07 15.61 0.41 0.42
Threadneedle (Lux) AMERICAN EXTENDED ALPHA DU 4.01 17.37 0.43 0.69
Franklin U.S. Opportunities A (acc) USD 12.21 38.90 0.44 0.72
M&G (Lux) North American Value EUR A-H Acc 4.23 12.43 0.32 0.40
Pictet USA Index HR EUR 5.02 18.82 0.43
Franklin U.S. Opportunities A (acc) EUR 11.88 38.69 0.43 0.71
JPM US Select Equity A (acc) EUR (Hdg) 4.96 20.40 0.42 0.70
JPM US Value A (acc) EUR (Hdg) 3.90 10.87 0.33 0.50
Franklin U.S. Opportunities A (Ydis) EUR 11.81 38.68 0.43 0.71
M&G (Lux) North American Dividend EUR A-H Acc 1.82 17.43 0.39 0.56
JPM US Growth A (acc) EUR (Hdg) 8.42 31.80 0.42 0.83
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES AEH 6.74 25.21 0.41 0.67
Fidelity F. American Diversified A-USD 9.09 24.99 0.41 0.66
Fidelity F. American Diversified A-ACC-Euro 9.12 24.96 0.41 0.65
JPM US Select Equity D (acc) EUR (Hdg) 4.77 19.77 0.39 0.67
JPM US Value D (acc) EUR (Hdg) 3.61 9.92 0.27 0.45
Franklin U.S. Opportunities N (acc) USD 11.95 37.89 0.40 0.68
Franklin U.S. Opportunities N (acc) EUR 11.54 37.66 0.40 0.67
BGF US Flexible Equity E2 Hedged EUR 3.92 14.97 0.35 0.59
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES AEC 6.74 25.24 0.36 0.60
BGF US Basic Value E2 Hedged EUR 3.76 10.62 0.19 0.33
JPM US Growth D (acc) EUR (Hdg) 8.11 30.82 0.38 0.79
PIMCO GIS StocksPLUSā?¢ E EUR (Hdg) Acc 6.03 22.11 0.36 0.58
Fidelity F. American Growth A-ACC-Euro (Hdg) 1.84 8.59 0.08 0.57
Threadneedle (Lux) AMERICAN 1EH 4.61 18.29 0.28 0.60
Threadneedle (Lux) AMERICAN AEH 4.56 18.14 0.27 0.59
Franklin Mutual U.S. Value A (acc) EUR-H1 0.88 12.42 0.16 0.27
Threadneedle (Lux) AMERICAN DEH 4.44 17.72 0.25 0.57
Amundi Pioneer US Equity Research Value G EUR Hgd (C) 1.87 7.63 0.14 -0.30
Threadneedle (Lux) US CONTRARIAN CORE EQUITIES ZEH 7.15 26.40 0.46 0.71
Franklin Mutual U.S. Value N (acc) EUR-H1 0.62 11.60 0.11 0.23
Threadneedle (Lux) AMERICAN SELECT 1EH 5.12 20.28 0.21 0.54
Threadneedle (Lux) AMERICAN SELECT AEH 5.14 20.21 0.20 0.53
Threadneedle (Lux) AMERICAN EXTENDED ALPHA 1EH 0.35 12.09 0.14 0.51
Threadneedle (Lux) AMERICAN EXTENDED ALPHA AEH 0.32 11.97 0.13 0.50
Threadneedle (Lux) AMERICAN SELECT DEH 4.90 19.35 0.16 0.49
Threadneedle (Lux) AMERICAN EXTENDED ALPHA DEH 0.17 11.46 0.10 0.48
Franklin U.S. Opportunities A (acc) EUR-H1 8.12 31.88 0.16 0.52
Franklin U.S. Opportunities N (acc) EUR-H1 7.86 30.92 0.13 0.48
Morgan Stanley IF US Advantage A 0.01 28.16 -0.17 0.32
Morgan Stanley IF US Growth A 0.06 35.26 -0.19 0.37
Morgan Stanley IF US Insight A -1.72 34.09 -0.28 0.29
Morgan Stanley IF US Advantage AH -3.87 21.16 -0.33 0.20
Morgan Stanley IF US Growth AH -3.87 27.91 -0.34 0.26
BGF US Sustainable Equity Fund E2 EUR 9.92 26.92
Fidelity F. American Diversified A-ACC-Euro (Hdg) 5.05 18.66
Fidelity F. American Diversified A-ACC-USD 9.11 24.98
Franklin Innovation A (acc) EUR-H1 8.45 34.00
JPM US Sustainable Equity A (acc) EUR (Hdg) 5.68 23.54
JPM US Sustainable Equity A (acc) USD 9.68 30.09
JPM US Sustainable Equity D (acc) EUR (Hdg) 5.42 22.62
JPM US Sustainable Equity D (acc) USD 9.39 29.12
Morgan Stanley IF Calvert Sust. US Eq. Sel. AH (EUR) 2.92 15.88
Morgan Stanley IF Calvert Sustainable US Equity Select A 6.96 22.20
Schroder ISF US Large Cap B Acc 12.32 30.12
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