Allianz Global Investors Fund - Allianz Discovery Germany Strategy I13 EUR
ISIN: LU0639174274
Categoría Morningstar: Equity Market Neutral EUR
Empresa: Allianz Global Investors (AllianzGI)
ISIN: LU0639174274
Categoría Morningstar: Equity Market Neutral EUR
Empresa: Allianz Global Investors (AllianzGI)
The investment policy is geared towards allowing investors to participate in the performance of the Discovery Germany Strategy (Strategy). The goal of this Strategy which is in core a market neutral long/short equity strategy, is to generate superior risk adjusted returns through all market cycles. A market neutral long/short equity strategy aims to reduce the general market risk. Such a strategy is generally achieved by investments in certain stocks (long positions), while selling uncovered contrarian positions (short-positions) in other stocks so that the strategy is intended to result in limited or no net exposure to broad equity market moves.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rentabilidad anual: Fondo | 1 año: 9,16 | 3 años: 0,47 | 5 años: 1,58 | Inicio: 3,47 | 2024: 2,12 | 2023: 5,47 | 2022: -2,35 | 2021: -3,71 | 2020: 9,92 |
Rentabilidad anual: Categoría | 1 año: - | 3 años: - | 5 años: - | Inicio: - | 2024: - | 2023: - | 2022: - | 2021: - | 2020: - |
Rentabilidad anual: Percentil | 1 año: - | 3 años: - | 5 años: - | Inicio:- | 2024: - | 2023: - | 2022: - | 2021: - | 2020: - |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
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Riesgo: 3 años | 1 Volatilidad: 5,12 | 3 Ratio Sharpe: -0,10 | 5 Correlación: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |