ODDO BHF Polaris Moderate DRW-EUR

Qualification

ISIN: DE000A0D95Q0

Categoria Morningstar: EUR Cautious Allocation

Società: Oddo BHF AM

ODDO BHF Polaris Moderate invests in a flexible mix of bonds, global equities, bank deposits and certificates. The target equity quota is between 0 and 40 per cent. On the bonds side, ODDO BHF Polaris Moderate invests primarily in government bonds, corporate bonds and debentures, mainly denominated in euro.based on the assessments of our capital market experts.The Fund may also be managed through financial futures transactions. The aim of investing in ODDO BHF Polaris Moderate is to avoid major setbacks in equity prices and generate superior returns to an investment in bonds through flexible asset allocation.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 9,17 3 anni: 4,17 5 anni: 2,89 Inizio: 3,19 2021: 1,80 2020: 3,51 2019: 8,60 2018: -2,34 2017: 2,47
Rendimento annuo: Categoria 1 anno: 9,91 3 anni: 2,24 5 anni: 2,18 Inizio: - 2021: 1,76 2020: 0,70 2019: 6,71 2018: -4,79 2017: 2,50
Rendimento annuo: Percentile 1 anno: 44,00 3 anni: 7,00 5 anni: 19,00 Inizio:- 2021: 69,00 2020: 11,00 2019: 32,00 2018: 13,00 2017: 45,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,15 3 Sharpe Ratio: 0,86 5 Correlazione: 90,37 Beta: 1,16 Alfa: -0,01 Tracking error: 2,29 Info Ratio: 0,24
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation. Data: 2021-04-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation. Data: 2021-04-19