Fonduri Mutuale · Autor: Daniela Ropota Fonduri Mutuale Autor: Daniela Ropota Tip CELE MAI PERFORMANTE FONDURI IN ULTIMA SAPTAMANA oblig/instr fixe diversificat Fond Stabilo BCR Dinamic Valoare la 11/04/2008 % ultima saptamana %2008 % 2007 Fonduri monetare Simfonia 1 23,0400 0,17 2,08 6,26 Bancpost Plus 11,3771 0,14 1,88 5,98 BCR Monetar 10,2800 0,19 1,88 n/a <st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> actiuni BCR Expert Fonduri <st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> obligatiuni / instrumente cu venit fix BCR Clasic 17,6300 0,46 0,06 6,66 Eu<strong>ro</strong>pa Obligatiuni 37,7991 -1,44 4,60 5,02 Fortuna Gold 14,7900 0,07 0,96 6,31 INDICATORI FINANCIARI COMPARATI Randament Indicator pe ultimele 12 luni Indicele BET -19,13% Indicele RASDAQ-C 0,10% Indicele IFM -5,02% Rata inflatiei 7,97% Curs LEU/USD -8,14% Curs LEU/EUR 8,22% Orizont 15,4000 0,13 2,94 8,01 Tezaur 53,3400 0,13 1,93 4,83 Vanguard P<strong>ro</strong>tector 24,5150 0,13 1,85 5,36 Stabilo 7,8998 0,56 2,63 8,74 BCR Obligatiuni 10,3100 0,10 2,18 n/a Fonduri diversificate (mixte) BCR Dinamic 22,4500 3,60 -9,29 12,09 Capital Plus 10,6100 1,05 -6,68 14,27 Fortuna Clasic 7,8000 1,43 -11,76 14,36 Integ<strong>ro</strong> 4,0920 1,47 -12,66 10,98 Transilvania 39,7994 1,99 -18,60 8,54 RATA INFLATIEI Data % Feb 08 0,70 Ian 08 0,86 Dec 07 0,64 2007 6,57 2006 4,87 Concerto 111,2500 0,69 -5,06 7,41 Bancpost Active Balanced 10,0258 1,98 -14,30 10,69 Star Focus 5,4100 1,31 -12,60 12,14 FCEx 6,2800 2,61 -12,53 8,02 Raiffeisen Benefit 111,5186 1,20 -7,76 9,15 KD Optimus 9,4072 1,59 -16,41 n/a BT Clasic 12,7900 0,95 -3,54 14,21 BCR Eu<strong>ro</strong>pa Avansat 10.172,3600 0,29 1,32 n/a BCR Eu<strong>ro</strong>pa Conservator 10.138,0400 0,11 0,49 n/a BCR Eu<strong>ro</strong>pa Mixt 10.197,5400 0,19 1,63 n/a Fonduri <st<strong>ro</strong>ng>de</st<strong>ro</strong>ng> actiuni Active Dinamic 18,7045 1,74 -19,69 22,67 BT Maxim 13,2300 2,72 -21,99 24,61 Intercapital 7,0800 2,31 -21,07 9,93 Napoca 0,7683 2,89 -26,44 22,68 Omninvest 11,0900 4,23 -22,93 23,52 Oportunitati Nationale 52,7129 1,82 -12,79 17,84 KD Maximus 15,9838 1,72 -21,00 29,71 BCR Expert 93,2200 4,69 -22,12 15,02 Premio 8,3589 2,58 -22,79 1,14 Star Next 5,6400 2,55 -18,61 21,15 Pagina 20
Fonduri Mutuale · Autor: Daniela Ropota CURSURI VALUTARE Data LEU/USD LEU/EUR 07.04.08 2,3518 3,6949 08.04.08 2,3306 3,6725 09.04.08 2,3361 3,6747 10.04.08 2,3100 3,6704 11.04.08 2,2839 3,6130 Raiffeisen P<strong>ro</strong>sper 112,9136 1,98 -16,02 13,76 BT In<st<strong>ro</strong>ng>de</st<strong>ro</strong>ng>x 9,1700 2,46 -20,12 14,34 Raiffeisen Romania Actiuni 62,4325 2,41 -30,56 n/a Raiffeisen Confort 94,1997 0,35 -5,03 n/a Investica Altius 4,6318 2,00 -8,64 n/a Indicele Fondurilor Mutuale (IFM) 10.360,71 1,61 -11,92 11,19 COTATII VALUTARE Curs Cotatie EUR/USD 1,5819 USD/JPY 101,85 GBP/USD 1,9734 USD/CHF 1,0039 EUR/CHF 1,5881 Pagina 21