Übersicht Änderungen in der Asset Allocation der Moventum Portfolios 4. Quartal 2015
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- Ursula Harris
- 7 years ago
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1 Fondsaufstellung für das Defensive Portfolio LU JP Morgan US Select Equity Plus 2% 2% Nordea North American All Cap 2% -2% LU Pioneer US Fundamental Growth 2% 2% IE00BDSTXR76 Baring European Opportunities 3% 3% DE First Private Europa Aktien ULM 3% 3% LU Henderson Horizon Pan European Equity Fund 3% 3% LU Invesco Pan European Structures Equity 3% 3% GB Threadneedle European Select 3% 3% LU MFS Meridian Europe Smaller Companies 2% 2% LU DNB Technology 2% 2% DE000A0KFTH1 First Private Wealth 4% 4% LU Aktien - Opportunities Henderson Horizon Global Technology Fund 2% 2% LU Squad Capital Squad Makro N 2% 2% LU ValueInvest LUX Global 2% 2% DE Renten - Euro High Grade Allianz Euro Rentenfonds 3% 3% IE00B4MWVQ47 BNY Mellon Absolute Insight Credit Fund 5% 5% LU BNY Mellon Euro Credit Short Duration 5% 5% LU Falcon Insurance Linked Strategy Fund 3% 3% LU JB Abs Return Bond Fund Plus 5% -5% LU JPMorgan Funds Income Opportunity 6% 4% -2% LU Jupiter Dynamic Bond 5% 7% 2% IE00B296YK09 Renten - Spezialitäten Kames Strategic Global Bond 6% 6% IE00BHBFD812 Legg Mason Western Asset Macro Opp. Bond 5% 5% LU Nordea US Total Return Bond 5% 5% LU Parvest Bond Abs Ret V350 5% 5% LI Plenum CAT Bond Fund 3% 3% GB00B3L0ZS29 Threadneedle Credit opportunities Bond 5% 5% DE000A0Q8HP2 Zantke Euro Corporate Bonds 6% 6%
2 Fondsaufstellung für das Ausgewogene Portfolio LU JP Morgan US Select Equity Plus 3% 3% IE00B19Z9Z06 Legg Mason ClearBridge US Aggr. Growth 2% 3% 1% LU Nordea North American All Cap 3% -3% Aktien - US Large Caps LU Pioneer US Fundamental Growth 2% 3% 1% LU Robeco US Select Opportunities 2% 2% LU Stralem US Equity 2% -2% GB Aktien - US Small Caps Threadneedle American Smaller Companies 2% 2% LU Alken European Opportunities 3% 3% IE00BDSTXR76 Baring European Opportunities 3% 3% LU Fidecum Contrarian 2% 2% DE First Private Europa Aktien ULM 4% 4% LU Henderson Horizon Pan European Equity Fund 3% 3% LU Jupiter European Equity Growth 2% 2% GB Threadneedle European Select 4% 4% LU Acatis Aktien Deutschland ELM 2% 2% LU MFS Meridian Europe Smaller Companies 2% 2% DE000A1WZ3Y1 TBF Japan Fund 2% -2% Aktien - Japan LU ValueInvest LUX Japan 2% 2% LU Aktien - Emerging Markets Robeco Emerging Conservative Equities 2% -2% DE000A0KFTH1 First Private Wealth 4% 4% LU Henderson Horizon Global Technology Fund 4% 4% Aktien - Opportunities LU Squad Capital Squad Makro N 2% 2% LU ValueInvest LUX Global 3% 3% LU Aviva Global Convertibles Absolute Return 2% 2% IE00B4MWVQ47 BNY Mellon Absolute Insight Credit Fund 3% 3% LU JPMorgan Funds Income Opportunity 5% -5% LU Jupiter Dynamic Bond 4% 6% 2% IE00B296YK09 Kames Strategic Global Bond 4% 4% IE00BHBFD812 Legg Mason Western Asset Macro Opp. Bond 4% 4% LU Renten - Spezialitäten Nordea US Total Return Bond 3% 3% LU Parvest Bond Abs Ret V350 4% 4% LI Plenum CAT Bond Fund 3% 3% LU Robus Mid-Market Value Bond Fund 2% 2% GB00B3L0ZS29 Threadneedle Credit Opportunities Bond 3% 3% DE000A0Q8HP2 Zantke Euro Corporate Bonds 6% 6% DE000A1J3AH3 Zantke Global Credit AMI 2% 2%
3 Fondsaufstellung für das Ausgewogene Portfolio Europa LU Alken European Opportunities 3% 3% IE00BDSTXR76 Baring European Opportunities 6% 6% LU Fidecum Contrarian 3% 3% DE First Private Europa Aktien ULM 6% 6% LU Henderson Gartmore Continental European 6% 6% LU Henderson Horizon Pan European Equity Fund 7% 7% LU Invesco Pan European Structures Equity 6% 6% GB Threadneedle European Select 5% 5% LU Acatis Aktien Deutschland ELM 5% 5% LU MFS Meridian Europe Smaller Companies 3% 3% LU Renten - Euro High Yield / EM AXA Short Duration High Yield EUR 6% 6% DE Allianz Euro Rentenfonds 5% 5% Renten - Euro High Grade DE Ampega Reserve 5% 5% LU BNY Mellon Euro Credit Short Duration 5% 5% LU Robus Mid-Market Value Bond Fund 8% 8% Renten - Euro Spezialitäten GB00B3L0ZS29 Threadneedle Credit Opportunities Bond 8% 8% DE000A0Q8HP2 Zantke Euro Corporate Bonds 8% 8%
4 Fondsaufstellung für das Dynamische Portfolio LU JPMorgan Highbridge US STEEP 2% 2% LU JP Morgan US Select Equity Plus 3% 3% IE00B19Z9Z06 Legg Mason ClearBridge US Aggr. Growth 3% 5% 2% Nordea North American All Cap 3% -3% LU Pioneer US Fundamental Growth 4% 5% 1% LU Robeco US Select Opportunities 3% 3% LU Stralem US Equity 3% -3% GB Aktien - US Small Caps Threadneedle American Smaller Companies 4% 4% LU Alken European Opportunities 4% 4% IE00BDSTXR76 Baring European Opportunities 4% 4% LU Fidecum Contrarian 3% 3% LU Henderson Horizon Pan European Equity Fund 4% 4% LU Jupiter European Equity Growth 1,5% 1,5% GB Threadneedle European Select 3% 3% LU Acatis Aktien Deutschland ELM 3% 3% LU MFS Meridian Europe Smaller Companies 3% 3% IE00B5648R31 ManGLG Japan Core Alpha 1,5% 1,5% DE000A1WZ3Y1 Aktien - Japan TBF Japan Fund 1,5% -1,5% LU ValueInvest LUX Japan 1,5% 1,5% LU BGF Asian Growth Leader 1,5% -1,5% Aktien - Emerging Markets LU Robeco Emerging Conservative Equities 1,5% 1,5% LU DNB Technology 3% 4% 1% LU Henderson Horizon Global Technology Fund 5% 4% -1% LU Aktien - Opportunities Squad Capital Squad Makro N 4% 4% LU PHARMA/wHEALTH R 2% 2% LU ValueInvest LUX Global 4% 4% LU Renten - Euro High Yield / EM AXA Short Duration High Yield EUR 3% 3% LU Aviva Global Convertibles Absolute Return 2% 2% IE00B4MWVQ47 BNY Mellon Absolute Insight Credit Fund 2% 2% LU Jupiter Dynamic Bond 4% 4% IE00B296YK09 Renten - Spezialitäten Kames Strategic Global Bond 4% 4% IE00BHBFD812 Legg Mason Western Asset Macro Opp. Bond 2% 2% DE000A0Q8HP2 Zantke Euro Corporate Bonds 4% 4% DE000A1J3AH3 Zantke Global Credit AMI 4% 4%
5 Fondsaufstellung für das Offensive Portfolio LU JPMorgan Highbridge US STEEP 3% 3% LU JPMorgan US Select Equity Growth 5% 5% IE00B19Z9Z06 Legg Mason ClearBridge US Aggr. Growth 5% 7% 2% Nordea North American All Cap 5% -5% LU Pioneer US Fundamental Growth 6% 7% 1% LU Robeco US Select Opportunities 5% 5% LU Stralem US Equity 3% -3% GB Aktien - US Small Caps Threadneedle American Smaller Companies 5% 5% LU Alken European Opportunities 5% 5% IE00BDSTXR76 Baring European Opportunities 6% 6% LU Fidecum Contrarian 4% 4% LU Henderson Horizon Pan European Equity Fund 6% 6% LU Jupiter European Equity Growth 2,5% 2,5% GB Threadneedle European Select 4% 4% LU Acatis Aktien Deutschland ELM 4% 4% LU MFS Meridian Europe Smaller Companies 4% 4% IE00B5648R31 ManGLG Japan Core Alpha 2% 2% DE000A1WZ3Y1 Aktien - Japan TBF Japan Fund 2% -2% LU ValueInvest LUX Japan 2% 2% LU BGF Asian Growth Leader 2,5% -2,5% Aktien - Emerging Markets LU Robeco Emerging Conservative Equities 2,5% 2,5% LU DNB Technology 4% 5% 1% LU Henderson Horizon Global Technology Fund 6% 5% -1% LU Aktien - Opportunities Squad Capital Squad Makro N 5% 5% LU PHARMA/wHEALTH R 2% 2% LU ValueInvest LUX Global 4% 4%
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