He Renta 4 EEUU Acciones has been one of the most outstanding fundswith a cumulative return of 11.09% in 2024. This fund invests mainly in large US companies, with a strong exposure to the technology and financial services sectors. Companies such as Microsoft, Alphabet and Amazon dominate its portfolio, which has allowed it to benefit from the sustained growth of these companies in recent years. In addition, its diversification in sectors such as health and consumer goods has provided greater stability, making it an attractive option for investors interested in the US market.
Source: Morningstar Direct
For its part, the Renta 4 Megatrends Health focuses on the health sector, investing in companies that are at the forefront of innovation in biotechnologymedical devices and pharmaceuticals. This fund has returned 8.48% so far this year, driven by growth in companies such as Eli Lilly, Intuitive Surgical and AstraZeneca. With a diversified portfolio ranging from pharmaceutical to biotechnology companies, the fund has benefited from the increased demand for healthcare services and medical products in an increasingly ageing and health-conscious world.
Renta 4 Europe Shares focuses on European large caps, with a cumulative return of 4.40% in 2024. Its main holdings include companies such as ASML Holding, SAP and LVMH, reflecting its focus on leading companies in technological innovation and luxury consumer goods. Despite volatility in European markets, this fund has maintained relative stability, thanks to its exposure to diversified sectors such as technology, consumer goods and financial services.
Finally, the Renta 4 Megatrends Technology specializes in investments in the global technology sectorwith a more modest return of 4.00% so far this year. The fund remains a solid choice for long-term investors interested in technology megatrends. With a high concentration in companies such as Amazon, Alphabet and Meta, the fund remains well positioned to benefit from the continued advance of digitalisation and technological innovation.
All of them are Article 8 and carry the Low Carbon Designation label.
Source: Morningstar Direct
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