Allianz Strategy 75 CT EUR
ISIN: LU0352312853
Categoría Morningstar: EUR Aggressive Allocation - Global
Empresa: Allianz Global Investors (AllianzGI)
ISIN: LU0352312853
Categoría Morningstar: EUR Aggressive Allocation - Global
Empresa: Allianz Global Investors (AllianzGI)
Long term capital growth by investing in a broad range of asset classes, with a focus on global Equity, Bond and Money Markets in order to achieve over the medium-term a performance comparable to a balanced portfolio within a volatility range of 10% to 16% in accordance with the Sustainable and Responsible Investment Strategy (SRI Strategy). The assessment of the volatility of the capital markets by the Investment Manager is an important factor in this process, with the aim of typically not falling below or exceeding a volatility of the Share price within a range of 10% to 16% on a medium to longterm average, similar to a portfolio consisting of 25% Global Bond Markets (hedged to EUR) and 75% global equity markets
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
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Rentabilidad anual: Fondo | 1 año: 14,56 | 3 años: 6,64 | 5 años: 4,97 | Inicio: 6,01 | 2025: 4,31 | 2024: 12,84 | 2023: 18,01 | 2022: -18,74 | 2021: 20,94 |
Rentabilidad anual: Categoría | 1 año: 14,58 | 3 años: 5,78 | 5 años: 5,43 | Inicio: - | 2025: 3,37 | 2024: 12,28 | 2023: 10,91 | 2022: -14,42 | 2021: 16,02 |
Rentabilidad anual: Percentil | 1 año: 61,00 | 3 años: 31,00 | 5 años: 59,00 | Inicio:- | 2025: 43,00 | 2024: 47,00 | 2023: 5,00 | 2022: 83,00 | 2021: 18,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
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Riesgo: 3 años | 1 Volatilidad: 11,26 | 3 Ratio Sharpe: 0,37 | 5 Correlación: 90,12 | Beta: 0,90 | Alfa: -1,59 | Tracking error: 4,93 | Info Ratio: -0,48 |