ENE 2018 | Funds people
Patrival and Patribond among the 20 most profitable mixed funds
Autor: Jaime PintoLink
The 20 most profitable Spanish mixed funds in 2017
The flexibility in multi-asset funds is rewarded. Half, plus one, of the most profitable Spanish mixed or alternative funds of 2017 use this approach in their management, compared to the five aggressive mixed ones. A global macro fund, a conservative mix, a moderate mix, and an emerging mixed round out the ranking. All of them surpassed 20% profitability last year.
In managers, Renta 4 stands out, which manages 6 of the 20 most profitable mixes, 30% of the ranking. Likewise, Novo Banco Gestión, which, along with the previous, takes half of the ranking. On the other hand, is Patrivalor, with two funds in the top-20.
The list is led by Esfera Robotics, which reached a profitability of 25.25% in 2017. Following are Gestión Boutique Bissan Value funds, Ohana Europe, and Bona-Renda, all above 20%. Closing the top-5 is Fon Fineco Inversión.
| Name of the Fund | Manager | Profitability 2017 (%) | Morningstar Category |
| Esfera Robotics FI | Esfera Capital Gestión SGIIC | 25,25 | EAA Fund EUR Flexible Allocation - Global |
| Gestión Boutique Bissan Value Fund FI | Andbank Wealth Management SGIIC | 21,27 | EAA Fund EUR Flexible Allocation - Global |
| Ohana Europe FI | Renta 4 Gestora SGIIC S.A. | 20,80 | EAA Fund EUR Flexible Allocation |
| Bona-Renda FI | GVC Gaesco Gestión SGIIC | 20,77 | EAA Fund EUR Aggressive Allocation |
| Fon Fineco Inversión FI | G.I.I.C. Fineco SGIIC | 17,96 | EAA Fund EUR Flexible Allocation |
| Renta 4 Multigestión Ítaca Gl. Macro FI | Renta 4 Gestora SGIIC S.A. | 17,70 | EAA Fund Alt - Global Macro |
| Patrival FI | Patrivalor SGIIC | 16,86 | EAA Fund EUR Aggressive Allocation - Global |
| Renta 4 Emergentes Global FI | Renta 4 Gestora SGIIC S.A. | 16,22 | EAA Fund Global Emerging Markets Allocation |
| Multiadvisor G. CFG 1855 RFM Mix Int. FI | Inversis Gestión SGIIC | 15,25 | EAA Fund EUR Cautious Allocation |
| Global Value Opportunities FI | Renta 4 Gestora SGIIC S.A. | 13,64 | EAA Fund EUR Flexible Allocation |
| Avantage Fund FI | Renta 4 Gestora SGIIC S.A. | 13,55 | EAA Fund EUR Flexible Allocation - Global |
| Gesrioja FI | Novo Banco Gestión SGIIC | 13,44 | EAA Fund EUR Moderate Allocation - Global |
| Welzia Crecimiento 15 FI | Welzia Management SGIIC | 12,94 | EAA Fund EUR Flexible Allocation - Global |
| Liberbank Cartera Dinámica FI | Liberbank Gestión SGIIC | 12,66 | EAA Fund EUR Aggressive Allocation - Global |
| Renta 4 Multigestión Total Opport. FI | Renta 4 Gestora SGIIC S.A. | 12,63 | EAA Fund EUR Flexible Allocation |
| Patribond FI | Patrivalor SGIIC | 12,55 | EAA Fund EUR Aggressive Allocation - Global |
| BSG Prometeo FI | Novo Banco Gestión SGIIC | 12,53 | EAA Fund EUR Flexible Allocation - Global |
| Mutuafondo Gestión Óptima Dinámico FI | Mutuactivos SGIIC | 12,52 | EAA Fund EUR Aggressive Allocation - Global |
| NB Global Flexible 0-100 FI | Novo Banco Gestión SGIIC | 12,33 | EAA Fund EUR Flexible Allocation - Global |
| Global Estrategia FI | Novo Banco Gestión SGIIC | 12,18 | EAA Fund EUR Flexible Allocation - Global |