Manulife Strategic Income Opportunities Fund - Class I Accumulating EUR (Hedged)
- -Buena relación rentabilidad/riesgo
ISIN: IE00BDZ7QN13
Categoría Morningstar: Global Flexible Bond - EUR Hedged
Empresa:
ISIN: IE00BDZ7QN13
Categoría Morningstar: Global Flexible Bond - EUR Hedged
Empresa:
The investment objective of the Fund is to seek to maximise a total return consisting of current income and capital appreciation. Under normal market conditions, the Fund pursues its investment objective by investing at least 80% in the following types of securities (which may be denominated in U.S. Dollars or any other currency): non-U.S. government debt securities from developed and emerging markets, corporate debt securities from developed and emerging markets, U.S. government and agency or permitted supranational agency securities, issued or guaranteed (investment grade or High Yield Debt Securities), U.S. high-yield bonds, investment grade corporate bonds and currency instruments, preferred stocks, REITs and Convertible Securities (which may embed a derivative).
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 2,78 | 3 años: -2,86 | 5 años: 0,34 | Inicio: -0,16 | 2024: -0,12 | 2023: 5,20 | 2022: -12,28 | 2021: - | 2020: 6,12 |
Rentabilidad anual: Categoría | 1 año: 2,95 | 3 años: -2,64 | 5 años: 0,01 | Inicio: - | 2024: -0,66 | 2023: 5,73 | 2022: -10,42 | 2021: -0,50 | 2020: 3,17 |
Rentabilidad anual: Percentil | 1 año: 78,00 | 3 años: 65,00 | 5 años: 52,00 | Inicio:- | 2024: 86,00 | 2023: 60,00 | 2022: 60,00 | 2021: 39,00 | 2020: 15,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,84 | 3 Ratio Sharpe: -0,50 | 5 Correlación: 89,73 | Beta: 1,09 | Alfa: 1,70 | Tracking error: 3,01 | Info Ratio: 0,40 |