Mischfonds
Bei Mischfonds handelt es sich um eine Zwischenform aus Aktien- und Rentenfonds, die dem Anleger ermöglicht, sowohl in Anteilsscheine als auch in festverzinsliche Wertpapiere zu investieren. Je nach Marktsituation können die jeweiligen Anteile des Mischfonds angepasst werden. Konservative Fonds dieser Kategorie haben einen höheren Renten- oder Geldmarktanteil und bergen somit ein geringeres Risiko, aber auch kleinere Gewinne. Progressive Mischfonds legen hingegen überwiegend in Aktien an, was sowohl das Risiko aber auch die Gewinnchancen erhöht.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| Indosuez Funds Defensive EUR MX Distribution Fonds | CA Indosuez Wealth (Asset Management) | EUR | 1.76 | 5.08 | - | 3.78 | |
| Indosuez Funds Defensive EUR NL Capitalisation Fonds | 24578131 | CA Indosuez Wealth (Asset Management) | EUR | 2.20 | - | - | 3.78 |
| Indosuez Funds Defensive EUR P Capitalisation Fonds | 24578127 | CA Indosuez Wealth (Asset Management) | EUR | -0.06 | -7.78 | -11.24 | 3.78 |
| Indosuez Funds Defensive EUR PX Distribution Fonds | 24578130 | CA Indosuez Wealth (Asset Management) | EUR | -0.04 | -7.77 | -11.28 | 3.78 |
| Indosuez Funds Defensive USD M Capitalisation Fonds | CA Indosuez Wealth (Asset Management) | USD | 3.42 | -6.52 | 5.56 | 4.95 | |
| Indosuez Funds Defensive USD NL Capitalisation Fonds | 24580487 | CA Indosuez Wealth (Asset Management) | USD | 1.67 | - | - | 8.96 |
| Indosuez Funds Defensive USD P Capitalisation Fonds | 24580463 | CA Indosuez Wealth (Asset Management) | USD | 3.05 | -7.76 | 3.59 | 4.95 |
| Indosuez Funds Defensive USD PX Distribution Fonds | 24580470 | CA Indosuez Wealth (Asset Management) | USD | 3.03 | -7.77 | 3.32 | 4.95 |
| Indosuez Funds FII Flexible Euro G Fonds | CA Indosuez Fund Solutions | EUR | 2.77 | 9.64 | 9.86 | 43.68 | |
| Indosuez Funds Navigator F Capitalisation Fonds | CA Indosuez Wealth (Asset Management) | EUR | 6.60 | 24.16 | 31.60 | 106.78 | |
| Indosuez Funds Navigator G Capitalisation Fonds | CA Indosuez Wealth (Asset Management) | EUR | 6.34 | 23.33 | 30.12 | 106.78 | |
| Indosuez Funds Navigator GHU Capitalisation Fonds | CA Indosuez Wealth (Asset Management) | USD | 8.21 | 29.06 | 39.05 | 106.78 | |
| Indosuez Funds Navigator GX Distribution Fonds | CA Indosuez Wealth (Asset Management) | EUR | 6.37 | 23.37 | 30.18 | 106.78 | |
| Indosuez Funds Navigator M Capitalisation Fonds | 32957423 | CA Indosuez Fund Solutions | EUR | 6.13 | 22.59 | 28.85 | 72.55 |
| Indosuez Funds Navigator MHS Capitalisation Fonds | CA Indosuez Fund Solutions | CHF | -3.00 | 1.67 | 16.80 | 72.55 | |
| Indosuez Funds Navigator MHU Capitalisation Fonds | 32957573 | CA Indosuez Fund Solutions | USD | 7.95 | 28.21 | 37.80 | 72.55 |
| Indosuez Funds Navigator MHUX Distribution Fonds | CA Indosuez Fund Solutions | USD | 3.51 | - | - | 72.55 | |
| Indosuez Funds Navigator MX Distribution Fonds | 32957572 | CA Indosuez Fund Solutions | EUR | 6.14 | 22.61 | 28.87 | 72.55 |
| Indosuez Funds Navigator P Capitalisation Fonds | 32957608 | CA Indosuez Fund Solutions | EUR | 5.75 | 20.90 | 25.48 | 72.55 |
| Indosuez Funds Navigator PHS Capitalisation Fonds | 34293733 | CA Indosuez Fund Solutions | CHF | 3.59 | 13.57 | 16.36 | 72.55 |