Blackstone Low Carbon Global Investment Grade Corporate Bond Fund (UCITS) A USD Institutional Acc

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

ISIN: IE00B4T2QW85

Categoria Morningstar: Global Corporate Bond - USD Hedged

Società: Blackstone

The investment objective of the Fund is to produce returns, net of fees and expenses above the performance of the Barclays Global Aggregate Corporate Bond Index hedged to US Dollars (the “Index”). The Fund also aims to constrain carbon intensity in respect of its corporate bond portfolio by targeting at least 50% lower weighted carbon intensity than the Index. Certain environmental, social or governance criteria will be used to determine whether investments are eligible for the Fund as described further in this Supplement. The Fund’s objective to constrain carbon intensity relative to the Index is not performed with a view to achieving the long-term global warming objectives of the Paris Agreement.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 11,13 3 anni: 2,10 5 anni: 2,96 Inizio: 5,35 2024: 11,04 2023: 6,61 2022: -8,95 2021: 7,51 2020: 0,93
Rendimento annuo: Categoria 1 anno: 10,05 3 anni: 1,78 5 anni: 2,22 Inizio: - 2024: 10,01 2023: 4,84 2022: -8,27 2021: 6,50 2020: -0,72
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 24,00 5 anni: 16,00 Inizio:- 2024: 14,00 2023: 3,00 2022: 51,00 2021: 12,00 2020: 26,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,72 3 Sharpe Ratio: -0,53 5 Correlazione: 99,52 Beta: 0,99 Alfa: 0,60 Tracking error: 0,79 Info Ratio: 0,84
Fonte: Morningstar. Dati in euros. Categoria: Global Corporate Bond - USD Hedged. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: Global Corporate Bond - USD Hedged. Data: 2024-12-06