BlackRock Global Funds - ESG Global Conservative Income Fund X2 EUR

ISIN: LU1858900407

Categoría Morningstar: EUR Cautious Allocation - Global

Empresa: BlackRock

The Fund follows a flexible asset allocation policy that seeks to provide a conservative level of income with a focus on capital stability in a manner consistent with the principles of environmental, social and governance "ESG" focused investing. In order to generate income, the Fund will take a conservative level of risk commensurate with its risk benchmark, referred to below. The Fund invests globally in the full spectrum of permitted investments denominated in various currencies, including equities, equity-related securities, fixed income transferable securities, units of CIS, cash, deposits and money market instruments. The fixed income transferable securities in which the fund invests may be issued by governments, agencies, companies and supranationals worldwide, including in emerging markets, and may be investment grade, non-investment grade or unrated. Currency exposure is flexibly managed.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 9,03 3 años: 0,32 5 años: 2,13 Inicio: 2,56 2024: 6,45 2023: 6,69 2022: -11,50 2021: 5,05 2020: 4,52
Rentabilidad anual: Categoría 1 año: 9,78 3 años: 0,75 5 años: 1,72 Inicio: - 2024: 7,63 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rentabilidad anual: Percentil 1 año: 45,00 3 años: 55,00 5 años: 29,00 Inicio:- 2024: 62,00 2023: 46,00 2022: 52,00 2021: 33,00 2020: 13,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 7,28 3 Ratio Sharpe: -0,22 5 Correlación: 91,27 Beta: 1,03 Alfa: 0,77 Tracking error: 2,92 Info Ratio: 0,23
Fuente: Morningstar. Datos en euros. Categoría: EUR Cautious Allocation - Global. Fecha: 2024-12-09
Fuente: Morningstar. Datos en euros. Categoría: EUR Cautious Allocation - Global. Fecha: 2024-12-09