Ahora que me acuerdo, en su cartera lleva dos Morgan Stanley y en la de su señora dos Robeco.
Por qué no sería conveniente llevar dos T.rowe?
Cita de Moclano:
La mía, donde ya he ejecutado el último cambio (Robeco) y donde tengo en vigilancia estrecha el Seilern:
6,25% AB International Hc A Acc [LU0058720904]
6,25% BGF Next Generation Technology A2 [LU1861215975]
3,75% Comgest Growth Japan Eur R Acc [IE00BD1DJ122]
5,00% CS -Lux- Infrastructure Equity B Usd [LU1692116392]
8,75% Man GLG Pan-European Equity Gr D C Eur [IE00BYVQ5H62]
5,00% Mirabaud Sust Glbl Hi Div A Eur Acc [LU1064860007]
8,75% MS Invf Asia Opportunity A [LU1378878430]
7,50% MS Invf Global Brands A [LU0119620416]5,00% Neuberger Berman Us Sm Cap Usd A Acc [IE00B64QTZ34]
5,00% Polar Capital China Stars R Eur Acc [IE00BG43Q209]
8,75% Polen Capital Focus Us Gr Eur Retail [IE00B99MMG94]
5,00% Robeco Bp Global Premium Eq D Eur [LU0203975437]
5,00% Schroder Isf Glb Clmt Chg Eq A Acc Eur [LU0302446645]
8,75% Seilern World Growth Eur U R [IE00B2NXKW18]
6,25% T. Rowe Price Glb Foc Gr Eq A Eur [LU143896935]
5,00% Threadneedle -Lux- Pan Eurp Smcp Opps Ae [LU0282719219]
La de mi mujer, que ya se han efectuado los últimos ajustes, a excepción del Seilern -> BMO.
6% Berenberg European Small Cap R [LU1637619120]
10% BMO Responsible Global Equity A Acc Eur [LU1890813915]
6% Candriam Eqs L Onclgy Impct C Eur Cap [LU1864484214]
10% Capital Group New World -Lux- B [LU1481179858]
10% Comgest Growth World Eur R Acc [IE00BD5HXK71]
6% DNB Fund Renewable Energy Retail A [LU0302296149]
6% DPAM Invest B Eqs Newgems Sust B Cap [BE0946564383]
8% Edgewood L Sel Us Select Growth A Eur [LU0304955437]
8%
M&G -Lux- Global Listed Infras A Eur Acc [LU1665237704]
10% Mainfirst Global Equities Fund A [LU0864709349]
8% Man GLG Eurp Inc Opports D C Eur [IE00BF4RVX15]
6% Robeco Bp Us Premium Equities D Eur [LU0434928536]
6% Robeco Global Consumer Trends D Eur [LU0187079347]