La Française Carbon Impact Floating Rates I

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

ISIN: FR0013439163

Categoria Morningstar: EUR Corporate Bond - Short Term

Società: La Française AM

The sub-fund aims to achieve, over the recommended investment period of 2 years, a performance net of fees superior to the performance of:
o Capitalised 3-month Euribor + 115 basis points for R O and R shares
o Capitalised 3-month Euribor + 150 basis points for C O and I shares
o Capitalised 3-month Euribor + 163 basis points for S O and S shares
by investing in a portfolio of issuers filtered in advance according to ESG criteria and analysed for their compatibility with the energy transition according to a methodology defined by the management company. In addition, the sub-fund undertakes to have a weighted average of the portfolio's greenhouse gas emissions per euro invested (scopes 1 and 2) at least 50% lower than that of the composite benchmark: 50% Bloomberg Barclays Global Aggregate Corporate Index + 50% ICE BofAML BB-B Global High Yield Index. This objective of reducing greenhouse gas emissions will be permanent and respected at all times.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,13 3 anni: 2,16 5 anni: - Inizio: 1,52 2024: 2,25 2023: 6,66 2022: -2,34 2021: 0,45 2020: -
Rendimento annuo: Categoria 1 anno: 4,88 3 anni: 0,27 5 anni: 0,45 Inizio: - 2024: 0,78 2023: 4,94 2022: -1,14 2021: -0,07 2020: 0,33
Rendimento annuo: Percentile 1 anno: 4,00 3 anni: 3,00 5 anni: - Inizio:- 2024: 3,00 2023: 11,00 2022: 17,00 2021: 17,00 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 2,07 3 Sharpe Ratio: 0,50 5 Correlazione: 59,54 Beta: 0,47 Alfa: 1,34 Tracking error: 1,89 Info Ratio: 0,98
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond - Short Term. Data: 2024-04-25
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond - Short Term. Data: 2024-04-25