Vontobel Fund Credit Opportunities E USD Cap

- -Buena relación rentabilidad/riesgo
ISIN: LU1242417589
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: Vontobel Asset Management
ISIN: LU1242417589
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: Vontobel Asset Management
The Sub-Fund aims to achieve a positive absolute return through the credit cycle. While respecting the principle of risk diversification, the Sub-Fund's assets are mainly exposed to the fixed-income asset class by investing directly, or indirectly via derivative financial instruments, in fixed-income instruments such as bonds and similar fixed-interest and floating-rate securities, including securities with embedded derivatives such as convertible and warrant bonds, issued or guaranteed by government or government-related, supra-national or corporate issuers worldwide. The Sub-Fund further engages in active currency management and can build up exposure to various currencies as well as to currency volatility. The Sub-Fund also takes active exposure to volatility via derivatives.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 5,60 | 3 años: 16,92 | 5 años: 9,67 | Inicio: 6,25 | 2023: 1,88 | 2022: -4,74 | 2021: 17,85 | 2020: 6,38 | 2019: 22,32 |
Rentabilidad anual: Categoría | 1 año: -0,76 | 3 años: 3,02 | 5 años: 4,27 | Inicio: - | 2023: 0,82 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 | 2019: 11,41 |
Rentabilidad anual: Percentil | 1 año: 2,00 | 3 años: 1,00 | 5 años: 1,00 | Inicio:- | 2023: 1,00 | 2022: 63,00 | 2021: 1,00 | 2020: 3,00 | 2019: 1,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 15,61 | 3 Ratio Sharpe: 0,43 | 5 Correlación: 57,81 | Beta: 1,98 | Alfa: 16,15 | Tracking error: 14,53 | Info Ratio: 0,74 |