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.) |
|---|---|---|---|---|---|---|---|
| Capital Group EUR Balanced Growth and Income Portfolio (LUX) Zgd Fonds | 57166307 | Capital International Management Company Sàrl | EUR | 10.61 | 14.72 | - | 9.48 |
| Capital Group EUR Conservative Income Portfolio (LUX) B Fonds | 57146476 | Capital International Management Company Sàrl | EUR | 4.41 | -1.86 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) Bd Fonds | 57146477 | Capital International Management Company Sàrl | EUR | 4.44 | -1.74 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) Bgd Fonds | 57146478 | Capital International Management Company Sàrl | EUR | 4.43 | -1.85 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) P Fonds | 57891858 | Capital International Management Company Sàrl | EUR | 5.26 | 0.51 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) Z Fonds | 57146479 | Capital International Management Company Sàrl | EUR | 5.17 | 0.21 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) Zd Fonds | 57146490 | Capital International Management Company Sàrl | EUR | 5.12 | 0.11 | - | 4.63 |
| Capital Group EUR Conservative Income Portfolio (LUX) Zgd Fonds | 57146491 | Capital International Management Company Sàrl | EUR | 5.03 | 0.10 | - | 4.63 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) B Fonds | 57166312 | Capital International Management Company Sàrl | EUR | 7.84 | 7.12 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) Bd Fonds | 57166313 | Capital International Management Company Sàrl | EUR | 7.97 | 7.17 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) Bgd Fonds | 57166308 | Capital International Management Company Sàrl | EUR | 7.84 | 7.14 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) P Fonds | 57891857 | Capital International Management Company Sàrl | EUR | 8.68 | 9.61 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) Z Fonds | 57166309 | Capital International Management Company Sàrl | EUR | 8.63 | 9.25 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) Zd Fonds | 57166310 | Capital International Management Company Sàrl | EUR | 8.66 | 9.28 | - | 5.43 |
| Capital Group EUR Conservative Income and Growth Portfolio (LUX) Zgd Fonds | 57166311 | Capital International Management Company Sàrl | EUR | 8.60 | 9.30 | - | 5.43 |
| Capital Group EUR Moderate Global Growth Portfolio (LUX) B Fonds | 57146493 | Capital International Management Company Sàrl | EUR | 14.58 | 29.27 | - | 11.88 |
| Capital Group EUR Moderate Global Growth Portfolio (LUX) Bd Fonds | 57146492 | Capital International Management Company Sàrl | EUR | 14.68 | 29.25 | - | 11.88 |
| Capital Group EUR Moderate Global Growth Portfolio (LUX) Bgd Fonds | 57147340 | Capital International Management Company Sàrl | EUR | 14.61 | 29.23 | - | 11.88 |
| Capital Group EUR Moderate Global Growth Portfolio (LUX) P Fonds | 57891863 | Capital International Management Company Sàrl | EUR | 15.68 | 32.75 | - | 11.88 |
| Capital Group EUR Moderate Global Growth Portfolio (LUX) Z Fonds | 57147344 | Capital International Management Company Sàrl | EUR | 15.52 | 32.20 | - | 11.88 |