Janus Henderson Capital Funds plc - Global Adaptive Multi-Asset Fund Class A2 USD
- -Buena relación rentabilidad/riesgo
ISIN: IE00BZ775C54
Categoría Morningstar: USD Flexible Allocation
Empresa: Janus Henderson Investors
ISIN: IE00BZ775C54
Categoría Morningstar: USD Flexible Allocation
Empresa: Janus Henderson Investors
The Fund’s investment objective is to seek to achieve total return through growth of capital and income. It pursues its objective by allocating its assets across a portfolio of equities (also known as company shares), fixed-income and commodities asset classes located anywhere in the world (including Developing Markets). The Fund will have the flexibility to shift these allocations and may invest up to 100% of its assets in any of these asset classes depending on market conditions. The Fund may make significant use of financial derivative instruments. The Fund uses a variety of investments to gain exposure to different asset classes by investing at least 51% of its net asset value in equities, Debt Securities, Government Securities and exchange-traded funds.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: - | 3 años: - | 5 años: - | Inicio: - | 2024: - | 2023: 11,95 | 2022: -2,54 | 2021: 18,50 | 2020: 6,66 |
Rentabilidad anual: Categoría | 1 año: 15,60 | 3 años: 4,78 | 5 años: 5,26 | Inicio: - | 2024: 14,18 | 2023: 6,81 | 2022: -7,66 | 2021: 16,06 | 2020: -1,59 |
Rentabilidad anual: Percentil | 1 año: 21,00 | 3 años: 9,00 | 5 años: 8,00 | Inicio:- | 2024: 43,00 | 2023: 13,00 | 2022: 23,00 | 2021: 32,00 | 2020: 10,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 8,98 | 3 Ratio Sharpe: - | 5 Correlación: 95,73 | Beta: 0,97 | Alfa: 2,44 | Tracking error: 3,01 | Info Ratio: 0,84 |