Monday, January 6, 2025

This popular monetary fund conquers the leadership among the most comparable funds

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the Cash money It continues to attract investor attention as it has done for most of the past year, as a result of interest rate increases. Although savers’ interest in these products appears to have waned in recent months, as markets noted the end of increases, There are some products that have retained their appeal to individuals.

This week, a cash box that is very popular among Finect users regained its leadership the The most commonly used products in Compare mutual funds page in the past seven days. This is an investment fund Groupama Treasureriewhich just a week ago was in third place.

These were the five most comparable mutual funds last week:

This fund is a manager’s index Fidelity International It follows the MSCI World Index, which includes companies from the world’s major developed countries. The profitability of this product is 14.78% so far in 2024. In the long term, It has an annual gain of 13.23% in the past five years.

This investment fund Fidelity International It aims to replicate the performance of the S&P 500, the index that brings together the 500 largest companies in the United States listed on the New York Stock Exchange or the Nasdaq. Achieving 18.24% profitability during 2024. Annual gains have declined to 15.88% over the past five years.

This fixed income mutual fund is very short-term From the German manager DWS Investment It aims to achieve a return in euros similar to a money market return in the short term, regardless of interest rates and currency fluctuations. To do this, invest in variable rate bonds, short-term bonds and term deposits. Throughout 2024, it will achieve a profitability of 2.27%. More in the long term, It reaps an annual gain of 1.06% over five years.

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Investment Fund Vanguard It has once again lost its traditional lead as the most comparable in the past seven days. This investment vehicle aims to replicate the behavior of the MSCI World Index. This product is yielding 14.80% so far in 2024. Five years from now, Annual return 13.18%

This cash box is from the French manager Groupama Asset ManagementI took the initiative on this occasion. This investment vehicle is about to… Achieving a return slightly higher than money market pricesOnce the administrative fees are deducted. Investing in fixed income and monetary instruments from OECD member countries that are considered to have high credit quality. Its profitability stands at 1.91% so far in 2024. And more in the long term, It achieves an annual gain of 0.88% over 5 years.


This content has been prepared in accordance with editorial standards and does not constitute an investment recommendation or suggestion. Investing contains risks. Past returns do not guarantee future returns.


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