Baillie Gifford Worldwide Global Strategic Bond Fund Class C USD Acc
ISIN: IE00B7960C91
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: Baillie Gifford
ISIN: IE00B7960C91
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: Baillie Gifford
The investment objective of the Fund is to achieve a high level of total return by investing in a diversified portfolio consisting primarily of corporate bonds which are listed, traded or dealt in on one or more Regulated Markets worldwide. The Fund also aims to promote certain sustainability-related characteristics and also contribute to the objectives of the Paris Climate Agreement through a sustainable and low-carbon approach, measured by using the weighted average greenhouse gas intensity of the portfolio. Financial derivative instruments will be used in keeping with the Fund’s objective for investment and/or efficient portfolio management purposes.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: -2,86 | 3 años: 1,02 | 5 años: 4,39 | Inicio: 5,51 | 2023: 2,42 | 2022: -8,06 | 2021: 9,08 | 2020: 1,85 | 2019: 15,87 |
Rentabilidad anual: Categoría | 1 año: -3,38 | 3 años: 2,23 | 5 años: 3,44 | Inicio: - | 2023: 2,21 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 | 2019: 11,41 |
Rentabilidad anual: Percentil | 1 año: 53,00 | 3 años: 71,00 | 5 años: 19,00 | Inicio:- | 2023: 31,00 | 2022: 84,00 | 2021: 23,00 | 2020: 8,00 | 2019: 5,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 7,31 | 3 Ratio Sharpe: -0,50 | 5 Correlación: 83,09 | Beta: 1,26 | Alfa: 2,48 | Tracking error: 4,22 | Info Ratio: 0,25 |