Baillie Gifford Worldwide Global Strategic Bond Fund Class C USD Acc

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

ISIN: IE00B7960C91

Categoria Morningstar: Global Flexible Bond - USD Hedged

Società: Baillie Gifford

The investment objective of the Fund is to achieve a high level of total return by investing in a diversified portfolio consisting primarily of corporate bonds which are listed, traded or dealt in on one or more Regulated Markets worldwide. The Fund also aims to promote certain sustainability-related characteristics and also contribute to the objectives of the Paris Climate Agreement through a sustainable and low-carbon approach, measured by using the weighted average greenhouse gas intensity of the portfolio. Financial derivative instruments will be used in keeping with the Fund’s objective for investment and/or efficient portfolio management purposes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -0,23 3 anni: 3,44 5 anni: 5,29 Inizio: 6,49 2022: -2,60 2021: 9,08 2020: 1,85 2019: 15,87 2018: 3,81
Rendimento annuo: Categoria 1 anno: 4,56 3 anni: 2,49 5 anni: 3,95 Inizio: - 2022: 2,17 2021: 7,86 2020: -3,12 2019: 11,41 2018: 3,61
Rendimento annuo: Percentile 1 anno: 85,00 3 anni: 24,00 5 anni: 9,00 Inizio:- 2022: 86,00 2021: 23,00 2020: 8,00 2019: 5,00 2018: 47,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,35 3 Sharpe Ratio: 0,06 5 Correlazione: 79,61 Beta: 1,53 Alfa: 2,26 Tracking error: 5,19 Info Ratio: 0,29
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2022-08-10
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2022-08-10