ERSTE Responsible Bond Global Impact T

ISIN: AT0000A1EK48

Categoria Morningstar: Global Bond - EUR Biased

Società: Erste Asset Management

ERSTE RESPONSIBLE BOND GLOBAL IMPACT is a global bond fund that invests in green bonds, climate awareness bonds and certified social bonds. Securities are acquired that are classified as sustainable by the management company based on a predefined selection process. The fund invests in government bonds, in issues from government-related and supranational issuers, in corporate bonds, in bonds from financial service providers, in "Pfandbriefe" and in special sustainable bond issues. Foreign currency risks are actively taken and can amount to up to 50% of the fund's assets. A measurable positive impact on the environment and society is at the forefront of the investment decision.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,83 3 anni: -3,32 5 anni: -1,55 Inizio: -0,42 2024: 0,90 2023: 5,62 2022: -14,17 2021: -0,88 2020: 1,53
Rendimento annuo: Categoria 1 anno: 4,59 3 anni: -2,33 5 anni: -1,15 Inizio: - 2024: 0,15 2023: 5,25 2022: -10,01 2021: -0,36 2020: 0,78
Rendimento annuo: Percentile 1 anno: 28,00 3 anni: 70,00 5 anni: 71,00 Inizio:- 2024: 41,00 2023: 44,00 2022: 90,00 2021: 60,00 2020: 33,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,89 3 Sharpe Ratio: -0,78 5 Correlazione: 82,93 Beta: 0,80 Alfa: 0,03 Tracking error: 3,42 Info Ratio: 0,33
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Biased. Data: 2024-07-23
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Biased. Data: 2024-07-23