Amundi Rendement Plus ISR M C

ISIN: FR0012518397

Categoria Morningstar: EUR Cautious Allocation

Società: Amundi

The Fund’s management objective, over an investment period of 3 years and through discretionary management, is to:
For I units: outperform capitalised EONIA by 2.30% on an annual basis.
For I2-C and I2-D units: outperform capitalised EONIA by 2.50% on an annual basis.
For P units: outperform capitalised EONIA by 1.70% on an annual basis.
For M units: outperform capitalised EONIA by 2.30% on an annual basis.
For R units: outperform capitalised EONIA by 2.20% on an annual basis.
For RETRAITE units: outperform capitalised EONIA by 2.00% on an annual basis.
For O units: outperform capitalised EONIA by 2.55% on an annual basis, after deducting maximum operating and management fees.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 4,25 3 anni: -0,74 5 anni: 0,72 Inizio: 0,84 2024: -0,69 2023: 7,32 2022: -9,25 2021: 2,30 2020: 1,51
Rendimento annuo: Categoria 1 anno: 5,53 3 anni: -1,01 5 anni: 0,56 Inizio: - 2024: 0,90 2023: 6,77 2022: -10,30 2021: 3,79 2020: 0,70
Rendimento annuo: Percentile 1 anno: 58,00 3 anni: 53,00 5 anni: 43,00 Inizio:- 2024: 80,00 2023: 41,00 2022: 40,00 2021: 70,00 2020: 38,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,77 3 Sharpe Ratio: -0,19 5 Correlazione: 93,10 Beta: 0,82 Alfa: 0,69 Tracking error: 2,36 Info Ratio: 0,47
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation. Data: 2024-04-18