---
title: "BrightGate Global Income Fund — Análisis"
description: "Fondo BrightGate Global Income Fund (ISIN LU0942882589). Gestora: Brightgate Capital SGIIC."
url: "https://fundtium.com/fondos/brightgate-global-income-fund/analisis"
canonical_url: "https://fundtium.com/fondos/brightgate-global-income-fund/analisis"
type: "fund"
lang: "es"
isin: "LU0942882589"
currency: "EUR"
asset_class: "fixed_income"
category: "Renta Fija EU Mixta"
ter: 0.0134
manager: "Brightgate Capital SGIIC"
manager_url: "https://fundtium.com/gestoras/brightgate-capital-sgiic.md"
rating_avg: 3.67
rating_count: 1
updated_at: "2026-08-05"
fundtium:tabs:
- "https://fundtium.com/fondos/brightgate-global-income-fund.md"
- "https://fundtium.com/fondos/brightgate-global-income-fund/analisis.md"
- "https://fundtium.com/fondos/brightgate-global-income-fund/opiniones.md"
- "https://fundtium.com/fondos/brightgate-global-income-fund/debate.md"
fundtium:share_classes: 1
---

# BrightGate Global Income Fund — Análisis

> [Fondos](https://fundtium.com/fondos) › [Brightgate Capital SGIIC](https://fundtium.com/gestoras/brightgate-capital-sgiic.md) › BrightGate Global Income Fund

Tabs: [Resumen](https://fundtium.com/fondos/brightgate-global-income-fund.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/brightgate-global-income-fund/opiniones.md) · [Debate](https://fundtium.com/fondos/brightgate-global-income-fund/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Clase principal |
| ISIN clase | LU0942882589 |
| Divisa | EUR |
| Puntos NAV | 2719 |
| Primer NAV | 2013-10-14 |
| Último NAV | 2026-08-05 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +3.72% |
| Volatilidad anualizada | 4.06% |
| Sharpe | 1.09 |
| Sortino | 1.11 |
| Calmar | 0.17 |
| Máxima caída | -21.36% |
| Mejor mes | +6.39% |
| Peor mes | -16.78% |
| % meses positivos | 0.69% |
| Media mes positivo | +0.98% |
| Media mes negativo | -1.18% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +0.40% |
| 3M | +0.70% |
| 6M | +0.69% |
| YTD | +1.89% |
| 1Y | +3.39% |
| 3Y | +23.60% |
| 5Y | +25.49% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -21.36% |
| Caída media | -2.30% |
| Caída mediana | -0.78% |
| Caída peor 5% | -14.60% |
| % tiempo en caída | 81.25% |
| Recuperación máx. caída | 253 días |
| Recuperación media | 57 días |
| Recuperación mediana | 25 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/brightgate-global-income-fund/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-08-05 | 144.2500 | — | — |
| 2024-09-03 | 146.3000 | — | — |
| 2024-10-01 | 147.4200 | — | — |
| 2024-10-29 | 147.4400 | — | — |
| 2024-11-27 | 149.5300 | — | — |
| 2024-12-30 | 149.5800 | — | — |
| 2025-01-28 | 150.5100 | — | — |
| 2025-02-25 | 151.9700 | — | — |
| 2025-03-25 | 151.6700 | — | — |
| 2025-04-24 | 149.0600 | — | — |
| 2025-05-26 | 150.4500 | — | — |
| 2025-06-26 | 152.7600 | — | — |
| 2025-07-24 | 153.7200 | — | — |
| 2025-08-22 | 155.3000 | — | — |
| 2025-09-19 | 156.6400 | — | — |
| 2025-10-17 | 156.2600 | — | — |
| 2025-11-14 | 156.1400 | — | — |
| 2025-12-12 | 156.7400 | — | — |
| 2026-01-15 | 157.6400 | — | — |
| 2026-02-12 | 158.9600 | — | — |
| 2026-03-12 | 157.8200 | — | — |
| 2026-04-13 | 157.8900 | — | — |
| 2026-05-12 | 158.6800 | — | — |
| 2026-06-11 | 159.6300 | — | — |
| 2026-07-10 | 159.2200 | — | — |