Jupiter Global Fund - Jupiter Global Emerging Markets Corporate Bond Class I USD Acc
- -Buena relación rentabilidad/riesgo
ISIN: LU1551065813
Categoría Morningstar: Global Emerging Markets Corporate Bond
Empresa: Jupiter AM
ISIN: LU1551065813
Categoría Morningstar: Global Emerging Markets Corporate Bond
Empresa: Jupiter AM
The fund seeks to achieve long term income and capital growth through investment in fixed interest securities of issuers exposed directly or indirectly to emerging market economies worldwide.
The Fund will invest primarily in debt securities (including investment grade and high yield bonds, notes and similar fixed interest or floating-rate securities and short-term debt instruments and rights) that are issued or guaranteed by corporations (including government-owned corporations) which (i) have their registered office in an emerging market country; and/or (ii) conduct the predominant part of their economic activities in an emerging market country.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 1,35 | 3 años: 2,38 | 5 años: 3,33 | Inicio: 2,54 | 2022: -6,21 | 2021: 7,88 | 2020: -0,50 | 2019: 15,74 | 2018: 3,49 |
Rentabilidad anual: Categoría | 1 año: -1,23 | 3 años: 0,96 | 5 años: 2,04 | Inicio: - | 2022: -6,94 | 2021: 6,50 | 2020: -1,74 | 2019: 13,87 | 2018: 0,78 |
Rentabilidad anual: Percentil | 1 año: 16,00 | 3 años: 10,00 | 5 años: 5,00 | Inicio:- | 2022: 26,00 | 2021: 23,00 | 2020: 27,00 | 2019: 29,00 | 2018: 15,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 10,13 | 3 Ratio Sharpe: 0,15 | 5 Correlación: 98,50 | Beta: 1,10 | Alfa: 0,93 | Tracking error: 1,96 | Info Ratio: 0,46 |