ODDO BHF Polaris Moderate Cl EUR

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: DE000A2JJ1S3

Categoria Morningstar: EUR Cautious Allocation - Global

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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 8,99 3 anni: 2,18 5 anni: 3,40 Inizio: 3,14 2024: 7,24 2023: 8,06 2022: -8,83 2021: 6,55 2020: 3,92
Rendimento annuo: Categoria 1 anno: 10,05 3 anni: 0,76 5 anni: 1,75 Inizio: - 2024: 7,65 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 46,00 3 anni: 13,00 5 anni: 7,00 Inizio:- 2024: 43,00 2023: 29,00 2022: 35,00 2021: 18,00 2020: 9,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,75 3 Sharpe Ratio: 0,02 5 Correlazione: 94,24 Beta: 0,83 Alfa: 1,96 Tracking error: 2,16 Info Ratio: 1,12
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-05
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-05