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.) |
|---|---|---|---|---|---|---|---|
| Moorea Fund - Serenity Class RE Fonds | 20065002 | Société Générale Private Wealth Management S.A. | EUR | 0.60 | -0.04 | 1.44 | 19.45 |
| Moorea Fund - Serenity Class RE-D Fonds | 20067640 | Société Générale Private Wealth Management S.A. | EUR | 0.60 | -0.06 | 1.43 | 19.45 |
| Moorea Fund - Serenity Class RUHE Fonds | 20607499 | Société Générale Private Wealth Management S.A. | USD | 1.87 | 6.37 | 10.48 | 19.45 |
| Moorea Fund - Serenity ME Fonds | Société Générale Private Wealth Management S.A. | EUR | - | - | - | 19.45 | |
| Moorea Fund - Target Return Fund Class F Fonds | 46466551 | Société Générale Private Wealth Management S.A. | GBP | 10.55 | -0.57 | - | 113.04 |
| Moorea Fund - Target Return Fund Class H Fonds | 20060233 | Société Générale Private Wealth Management S.A. | GBP | 11.21 | 1.24 | - | 113.04 |
| Moorea Fund - Target Return Fund Class HD Fonds | 27979203 | Société Générale Private Wealth Management S.A. | GBP | 11.26 | 1.28 | - | 113.04 |
| Moorea Fund - Target Return Fund Class R Fonds | Société Générale Private Wealth Management S.A. | GBP | - | - | - | 113.04 | |
| Moorea Fund - Target Return Fund Class RG Fonds | 19769301 | Société Générale Private Wealth Management S.A. | GBP | 10.11 | -1.75 | - | 113.04 |
| Moorea Fund - Target Return Fund Class RG-D Fonds | 27979046 | Société Générale Private Wealth Management S.A. | GBP | 10.14 | -1.72 | - | 113.04 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund A Fonds | 33259676 | MSIM Fund Management (Ireland) Limited | EUR | 2.39 | 9.77 | 7.79 | 31.95 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund AH (USD) Fonds | 34417728 | MSIM Fund Management (Ireland) Limited | USD | -1.01 | - | - | 31.95 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund B Fonds | 33259681 | MSIM Fund Management (Ireland) Limited | EUR | 1.36 | 6.53 | 2.54 | 31.93 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund C Fonds | 33259682 | MSIM Fund Management (Ireland) Limited | EUR | 1.85 | 7.69 | 4.28 | 31.93 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund IH (USD) Fonds | 34424790 | MSIM Fund Management (Ireland) Limited | USD | -0.39 | - | - | 31.95 |
| Morgan Stanley Investment Funds - Global Balanced Defensive Fund Z Fonds | 33259685 | MSIM Fund Management (Ireland) Limited | EUR | 3.12 | 12.22 | 11.74 | 31.95 |
| Morgan Stanley Investment Funds - Global Balanced Fund A Fonds | 33230372 | MSIM Fund Management (Ireland) Limited | EUR | 0.90 | 14.44 | 18.27 | 465.57 |
| Morgan Stanley Investment Funds - Global Balanced Fund AH (USD) Fonds | 34424867 | MSIM Fund Management (Ireland) Limited | USD | 2.70 | 21.27 | - | 465.57 |
| Morgan Stanley Investment Funds - Global Balanced Fund B Fonds | 33230379 | MSIM Fund Management (Ireland) Limited | EUR | -0.11 | 11.07 | 12.49 | 469.53 |
| Morgan Stanley Investment Funds - Global Balanced Fund C Fonds | 33230382 | MSIM Fund Management (Ireland) Limited | EUR | 0.30 | 12.14 | 14.33 | 469.53 |