Oppenheim Ethic Bond Opportunities is focused upon a growth oriented performance trend. Securities are selected under consideration of ethic aspects based upon the analysis of E. Capital Partners, an investment advisor specialized in ethic and catholic investments. Assets are invested in Euro fixed income securities, partially represented by government securities. Moreover sovereigns, municipals, corporate bonds, asset backed securities and lower-tier issues are included. Assets are invested in converging markets as well.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2025 |
2024 |
2023 |
2022 |
2021 |
| Rendimento annuo: Fondo |
1 anno: 3,99 |
3 anni: 0,73 |
5 anni: 0,04 |
Inizio: 1,11 |
2025: -0,50 |
2024: 4,76 |
2023: 5,38 |
2022: -10,07 |
2021: -0,81 |
| Rendimento annuo: Categoria |
1 anno: 2,92 |
3 anni: -0,68 |
5 anni: -0,35 |
Inizio: -
| 2025: 0,25 |
2024: 1,63 |
2023: 4,47 |
2022: -12,95 |
2021: -1,49 |
| Rendimento annuo: Percentile |
1 anno: 3,00 |
3 anni: 7,00 |
5 anni: 13,00 |
Inizio:-
| 2025: 59,00 |
2024: 2,00 |
2023: 49,00 |
2022: 45,00 |
2021: 59,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 4,23 |
3 Sharpe Ratio: -0,29 |
5 Correlazione: 72,10 |
Beta: 0,48 |
Alfa: 0,78 |
Tracking error: 4,22 |
Info Ratio: 0,70 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2025-03-21
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2025-03-21
