Elemente de psihologie investitionala (I) - Kmarket.ro
Elemente de psihologie investitionala (I) - Kmarket.ro
Elemente de psihologie investitionala (I) - Kmarket.ro
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Fonduri Mutuale · Autor: Daniela Ropota<br />
Fonduri Mutuale<br />
Autor: Daniela Ropota<br />
Tip<br />
CELE MAI PERFORMANTE<br />
FONDURI<br />
IN ULTIMA SAPTAMANA<br />
oblig/instr fixe<br />
diversificat<br />
Fond<br />
Stabilo<br />
BCR Dinamic<br />
Valoare la<br />
11/04/2008<br />
% ultima<br />
saptamana<br />
%2008 % 2007<br />
Fonduri monetare<br />
Simfonia 1 23,0400 0,17 2,08 6,26<br />
Bancpost Plus 11,3771 0,14 1,88 5,98<br />
BCR Monetar 10,2800 0,19 1,88 n/a<br />
<st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> actiuni<br />
BCR Expert<br />
Fonduri <st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> obligatiuni / instrumente cu venit fix<br />
BCR Clasic 17,6300 0,46 0,06 6,66<br />
Eu<strong>ro</strong>pa Obligatiuni 37,7991 -1,44 4,60 5,02<br />
Fortuna Gold 14,7900 0,07 0,96 6,31<br />
INDICATORI<br />
FINANCIARI COMPARATI<br />
Randament<br />
Indicator<br />
pe ultimele<br />
12 luni<br />
Indicele BET -19,13%<br />
Indicele RASDAQ-C 0,10%<br />
Indicele IFM -5,02%<br />
Rata inflatiei 7,97%<br />
Curs LEU/USD -8,14%<br />
Curs LEU/EUR 8,22%<br />
Orizont 15,4000 0,13 2,94 8,01<br />
Tezaur 53,3400 0,13 1,93 4,83<br />
Vanguard P<strong>ro</strong>tector 24,5150 0,13 1,85 5,36<br />
Stabilo 7,8998 0,56 2,63 8,74<br />
BCR Obligatiuni<br />
10,3100 0,10 2,18 n/a<br />
Fonduri diversificate (mixte)<br />
BCR Dinamic 22,4500 3,60 -9,29 12,09<br />
Capital Plus 10,6100 1,05 -6,68 14,27<br />
Fortuna Clasic 7,8000 1,43 -11,76 14,36<br />
Integ<strong>ro</strong> 4,0920 1,47 -12,66 10,98<br />
Transilvania 39,7994 1,99 -18,60 8,54<br />
RATA INFLATIEI<br />
Data %<br />
Feb 08 0,70<br />
Ian 08 0,86<br />
Dec 07 0,64<br />
2007 6,57<br />
2006 4,87<br />
Concerto 111,2500 0,69 -5,06 7,41<br />
Bancpost Active Balanced 10,0258 1,98 -14,30 10,69<br />
Star Focus 5,4100 1,31 -12,60 12,14<br />
FCEx 6,2800 2,61 -12,53 8,02<br />
Raiffeisen Benefit 111,5186 1,20 -7,76 9,15<br />
KD Optimus 9,4072 1,59 -16,41 n/a<br />
BT Clasic 12,7900 0,95 -3,54 14,21<br />
BCR Eu<strong>ro</strong>pa Avansat 10.172,3600 0,29 1,32 n/a<br />
BCR Eu<strong>ro</strong>pa Conservator 10.138,0400 0,11 0,49 n/a<br />
BCR Eu<strong>ro</strong>pa Mixt 10.197,5400 0,19 1,63 n/a<br />
Fonduri <st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> actiuni<br />
Active Dinamic 18,7045 1,74 -19,69 22,67<br />
BT Maxim 13,2300 2,72 -21,99 24,61<br />
Intercapital 7,0800 2,31 -21,07 9,93<br />
Napoca 0,7683 2,89 -26,44 22,68<br />
Omninvest 11,0900 4,23 -22,93 23,52<br />
Oportunitati Nationale 52,7129 1,82 -12,79 17,84<br />
KD Maximus 15,9838 1,72 -21,00 29,71<br />
BCR Expert 93,2200 4,69 -22,12 15,02<br />
Premio 8,3589 2,58 -22,79 1,14<br />
Star Next 5,6400 2,55 -18,61 21,15<br />
Pagina 20
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