Pictet-Multi Asset Global Opportunities R EUR

- -Patrimonio en manos de inversores locales
ISIN: LU0941349275
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: Pictet Asset Management
ISIN: LU0941349275
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: Pictet Asset Management
This Compartment’s objective is to enable investors to benefit from the growth of the financial markets by investing mainly in debt securities of any type (including but not limited to corporate and sovereign bonds, convertible bonds, inflation-indexed bonds), money market instruments, deposits, equities and equity related securities (such as ADR, GDR, EDR). The Compartment may invest in any country (including emerging countries for up to 50% of its net assets), in any economic sector and in any currency. However, depending on market conditions, the investments or exposure may be focused on one country and/or one economic sector and/or one currency and/or in a single asset class.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 10,02 | 3 años: 2,14 | 5 años: 1,88 | Inicio: 2,37 | 2025: 2,10 | 2024: 8,62 | 2023: 6,66 | 2022: -12,77 | 2021: 3,54 |
Rentabilidad anual: Categoría | 1 año: 7,73 | 3 años: 1,77 | 5 años: 1,26 | Inicio: - | 2025: 1,56 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
Rentabilidad anual: Percentil | 1 año: 10,00 | 3 años: 40,00 | 5 años: 26,00 | Inicio:- | 2025: 35,00 | 2024: 9,00 | 2023: 46,00 | 2022: 68,00 | 2021: 54,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 6,84 | 3 Ratio Sharpe: -0,09 | 5 Correlación: 94,24 | Beta: 1,00 | Alfa: 1,26 | Tracking error: 2,23 | Info Ratio: 0,56 |