SKY Harbor Global Funds - Global Responsible High Yield Fund A USD Accumulation

ISIN: LU0765420822

Categoría Morningstar: Global High Yield Bond

Empresa: Sky Harbor Global Funds

The Sub-Fund is an actively managed, long only (i.e. no leverage or derivatives are employed to enhance returns), Socially Responsible Investing Strategy with financial and extra-financial objectives. The Sub-Fund’s financial objective is to outperform the global High Yield market as represented by the ICE BofA Global High Yield Index, Ticker: HW00 (the “Benchmark”) over a full market cycle with an investment horizon of more than three years with less volatility than the Benchmark. The Sub-Fund’s extra-financial objective is to encourage corporate issuers of below investment grade debt to embrace Corporate Sustainability by, among other things, contributing to sustainable development through business activity that expressly manifests a commitment to implementing a whole-of-company approach to protect, respect, and where appropriate remedy adverse impacts on human rights, or to make substantial strides on the path toward it while also seeking to align with one or more of the 17 UN SDGs.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 12,26 3 años: 4,06 5 años: 4,28 Inicio: 6,13 2024: 5,12 2023: 7,76 2022: -8,10 2021: 13,62 2020: -1,96
Rentabilidad anual: Categoría 1 año: 12,50 3 años: 4,48 5 años: 3,80 Inicio: - 2024: 4,57 2023: 7,71 2022: -5,53 2021: 10,28 2020: -3,50
Rentabilidad anual: Percentil 1 año: 58,00 3 años: 61,00 5 años: 39,00 Inicio:- 2024: 27,00 2023: 53,00 2022: 77,00 2021: 10,00 2020: 24,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 7,75 3 Ratio Sharpe: -0,30 5 Correlación: 95,66 Beta: 0,78 Alfa: -1,01 Tracking error: 2,93 Info Ratio: -0,21
Fuente: Morningstar. Datos en euros. Categoría: Global High Yield Bond. Fecha: 2024-04-12
Fuente: Morningstar. Datos en euros. Categoría: Global High Yield Bond. Fecha: 2024-04-12