Natixis AM Funds - Ostrum Euro Short Term Credit I/A (EUR)

- -Patrimonio en manos de inversores locales
ISIN: LU0935221761
Categoría Morningstar: EUR Corporate Bond - Short Term
Empresa: Natixis Investment Managers
ISIN: LU0935221761
Categoría Morningstar: EUR Corporate Bond - Short Term
Empresa: Natixis Investment Managers
The investment objective of the Sub-Fund is to outperform the Bloomberg Euro Aggregate Corporate 1-3 years Index over its recommended minimum investment period of 2 years. The Sub-Fund investment process combines three main performance drivers: Credit directional exposure: over/underweight exposure to credit risk as a whole, as compared to the Reference index; Issuer and issue selection: over/underweight exposure to various issuers and issues as compared to the Reference Index; issuers and issues not part of the Reference Index may also be included in the Sub-Fund’s portfolio. And, to a lesser extent, sector allocation: over/underweight exposure to various economic sectors (financials, industrials, utilities etc.), as compared to the Reference Index based on economic cycle, and potential ratings fluctuations.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: -2,99 | 3 años: -0,87 | 5 años: -0,33 | Inicio: 1,36 | 2022: -2,57 | 2021: 0,00 | 2020: -0,02 | 2019: 1,84 | 2018: -1,13 |
Rentabilidad anual: Categoría | 1 año: -3,89 | 3 años: -0,86 | 5 años: -0,42 | Inicio: - | 2022: -3,42 | 2021: -0,07 | 2020: 0,33 | 2019: 1,98 | 2018: -1,45 |
Rentabilidad anual: Percentil | 1 año: 36,00 | 3 años: 37,00 | 5 años: 28,00 | Inicio:- | 2022: 34,00 | 2021: 38,00 | 2020: 78,00 | 2019: 47,00 | 2018: 43,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 3,19 | 3 Ratio Sharpe: -0,05 | 5 Correlación: 97,02 | Beta: 1,27 | Alfa: -0,22 | Tracking error: 1,01 | Info Ratio: -0,22 |