Shenkman Short Duration High Income Fund USD Class A (Institutional) Accumulating Shares

ISIN: IE00B6SKFV95

Categoria Morningstar: USD High Yield Bond

Società: Shenkman Capital

The Fund’s investment objective is to seek to achieve high current income. The Fund intends to seek to achieve its objective by investing primarily in a short duration (i.e., Duration of three years or less) portfolio of fixed income, high yield securities (i.e., Below Investment Grade Securities), predominantly issued by U.S. Issuers that are denominated in U.S. Dollars.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,81 3 anni: 2,64 5 anni: 5,92 Inizio: 5,87 2024: 2,40 2023: 3,88 2022: 10,96 2021: -5,04 2020: 9,40
Rendimento annuo: Categoria 1 anno: -3,42 3 anni: 3,20 5 anni: 4,56 Inizio: - 2024: 1,03 2023: -5,19 2022: 11,92 2021: -3,67 2020: 14,61
Rendimento annuo: Percentile 1 anno: 4,00 3 anni: 14,00 5 anni: 24,00 Inizio:- 2024: 93,00 2023: 2,00 2022: 77,00 2021: 76,00 2020: 95,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,10 3 Sharpe Ratio: 0,15 5 Correlazione: 97,74 Beta: 0,50 Alfa: 0,56 Tracking error: 5,77 Info Ratio: 0,10
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2023-02-24
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2023-02-24