SKY Harbor Global Funds - Global Sustainable 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 investment strategy that seeks 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 less volatility than the Benchmark by investing across the full maturity and ratings spectrum of the global corporate High Yield debt universe. The Investment Objective neither seeks to replicate the Benchmark nor use it for asset allocation purposes. The Investment Manager shall have significant discretion to derogate from the Benchmark by investing in currencies, companies or sectors with significantly different weights than or are not included in the Benchmark in order to take advantage of specific investment opportunities. The Investment Manager shall have discretion to invest in securities and/or currencies that are not constituents of the Benchmark.

Rentabilidad anual 1 año 3 años 5 años Inicio 2022 2021 2020 2019 2018
Rentabilidad anual: Fondo 1 año: 2,33 3 años: 3,22 5 años: 5,22 Inicio: 6,53 2022: -1,33 2021: 13,62 2020: -1,96 2019: 15,41 2018: 1,06
Rentabilidad anual: Categoría 1 año: 2,42 3 años: 2,44 5 años: 4,57 Inicio: - 2022: -0,10 2021: 10,28 2020: -3,50 2019: 14,36 2018: 1,17
Rentabilidad anual: Percentil 1 año: 50,00 3 años: 32,00 5 años: 35,00 Inicio:- 2022: 65,00 2021: 10,00 2020: 24,00 2019: 47,00 2018: 64,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 9,41 3 Ratio Sharpe: -0,03 5 Correlación: 97,02 Beta: 0,78 Alfa: 0,77 Tracking error: 3,42 Info Ratio: 0,36
Fuente: Morningstar. Datos en euros. Categoría: Global High Yield Bond. Fecha: 2022-09-22
Fuente: Morningstar. Datos en euros. Categoría: Global High Yield Bond. Fecha: 2022-09-22