Janus Henderson Capital Funds plc - Global Adaptive Multi-Asset Fund Class I2 USD

- -Buena relación rentabilidad/riesgo
ISIN: IE00BZ777N00
Categoría Morningstar: USD Flexible Allocation
Empresa: Janus Henderson Investors
ISIN: IE00BZ777N00
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 exchangetraded funds.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: -3,66 | 3 años: 14,43 | 5 años: 9,48 | Inicio: 6,40 | 2023: 1,77 | 2022: -2,06 | 2021: 19,15 | 2020: 7,44 | 2019: 19,36 |
Rentabilidad anual: Categoría | 1 año: -4,19 | 3 años: 6,89 | 5 años: 5,64 | Inicio: - | 2023: 0,17 | 2022: -7,66 | 2021: 16,06 | 2020: -1,59 | 2019: 15,91 |
Rentabilidad anual: Percentil | 1 año: 26,00 | 3 años: 5,00 | 5 años: 4,00 | Inicio:- | 2023: 38,00 | 2022: 22,00 | 2021: 27,00 | 2020: 9,00 | 2019: 28,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 11,97 | 3 Ratio Sharpe: 0,61 | 5 Correlación: 94,37 | Beta: 1,12 | Alfa: 5,99 | Tracking error: 4,77 | Info Ratio: 1,34 |