I fondi Blockbuster 2020 delle case di gestione internazionali in Italia


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.

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