Janus Henderson Cautious Managed Fund I Acc USD Hedged

ISIN: GB00BNY89Y78

Categoria Morningstar: USD Moderate Allocation

Società: Janus Henderson Investors

The Fund aims to provide a return, from a combination of income and capital growth over the long term. The Fund invests in shares (also known as equities) and bonds of governments, companies or any other type of issuer, in any country. At all times the investment in equities will be limited to a maximum of 60% of the value of the Fund’s portfolio and the Fund will normally have a strong bias towards UK companies and bonds. Companies and bond issuers may be of any size, in any industry. The Fund may also invest in other assets including Collective Investment Schemes (including those managed by Janus Henderson) cash and money market instruments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -1,56 3 anni: 5,68 5 anni: 4,08 Inizio: 6,35 2023: 1,35 2022: 0,49 2021: 17,09 2020: -8,09 2019: 17,17
Rendimento annuo: Categoria 1 anno: -0,47 3 anni: 4,32 5 anni: 4,03 Inizio: - 2023: 2,92 2022: -8,53 2021: 15,46 2020: -1,38 2019: 17,00
Rendimento annuo: Percentile 1 anno: 8,00 3 anni: 18,00 5 anni: 27,00 Inizio:- 2023: 24,00 2022: 3,00 2021: 34,00 2020: 90,00 2019: 47,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 84,19 Beta: 0,92 Alfa: 1,26 Tracking error: 6,02 Info Ratio: 0,15
Fonte: Morningstar. Dati in euros. Categoria: USD Moderate Allocation. Data: 2023-05-26
Fonte: Morningstar. Dati in euros. Categoria: USD Moderate Allocation. Data: 2023-05-26