Flossbach von Storch - Bond Opportunities EUR I
- -Elegido por los analistas de fondos
- -Patrimonio en manos de inversores locales
ISIN: LU0399027886
Categoría Morningstar: Global Flexible Bond - EUR Hedged
Empresa: Flossbach von Storch
ISIN: LU0399027886
Categoría Morningstar: Global Flexible Bond - EUR Hedged
Empresa: Flossbach von Storch
The objective of the investment policy of the sub-fund is to achieve reasonable growth while taking into consideration the risk involved for the investors. In accordance with the principle of risk diversification, the sub-fund's assets are mainly invested internationally in fixed-interest securities and money market instruments. To achieve the investment objectives, the sub-fund assets are invested in accordance with the principle of risk diversification in fixed-interest securities (including corporate bonds), money market instruments, bonds of all types, including zero coupon bonds, inflation-linked bonds, variable interest securities, units in investment funds (“target funds”), fixed-term deposits, derivatives, certificates and other structured products (e.g. reverse convertible bonds, warrant-linked bonds, participation certificates with warrants, convertible bonds, convertible participation certificates) and in liquid funds.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: -9,87 | 3 años: 0,10 | 5 años: 1,38 | Inicio: 4,39 | 2022: -9,46 | 2021: -1,93 | 2020: 9,49 | 2019: 12,31 | 2018: -2,52 |
Rentabilidad anual: Categoría | 1 año: -10,78 | 3 años: -2,24 | 5 años: -1,33 | Inicio: - | 2022: -9,99 | 2021: -0,50 | 2020: 3,17 | 2019: 6,46 | 2018: -4,20 |
Rentabilidad anual: Percentil | 1 año: 39,00 | 3 años: 10,00 | 5 años: 4,00 | Inicio:- | 2022: 49,00 | 2021: 79,00 | 2020: 5,00 | 2019: 3,00 | 2018: 19,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,76 | 3 Ratio Sharpe: 0,40 | 5 Correlación: 73,85 | Beta: 1,30 | Alfa: 4,03 | Tracking error: 4,70 | Info Ratio: 0,76 |