ANIMA Global Macro I EUR
ISIN: IE00BD3WF423
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Anima SGR S.p.A.
ISIN: IE00BD3WF423
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Anima SGR S.p.A.
The objective of the Fund is to seek to provide an absolute rate of return, while seeking long-term capital appreciation. The Fund is actively managed without reference to any benchmark meaning that the Manager has full discretion over the composition of the Fund’s portfolio, subject to the stated investment objective and policy. The Fund will seek to achieve this objective by investing in a dynamically managed, flexible and diversified portfolio consisting of Equity Instruments, Debt Instruments, Money Market / Short Term Instruments, Commodity Instruments and long and synthetic short positions through Financial Derivative Instruments.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 12,59 | 3 anni: -1,43 | 5 anni: 1,08 | Inizio: 0,92 | 2024: 6,78 | 2023: 4,86 | 2022: -13,55 | 2021: 3,77 | 2020: 5,04 |
Rendimento annuo: Categoria | 1 anno: 9,83 | 3 anni: 0,77 | 5 anni: 3,24 | Inizio: - | 2024: 6,42 | 2023: 8,26 | 2022: -12,16 | 2021: 9,69 | 2020: 2,21 |
Rendimento annuo: Percentile | 1 anno: 36,00 | 3 anni: 83,00 | 5 anni: 85,00 | Inizio:- | 2024: 52,00 | 2023: 77,00 | 2022: 61,00 | 2021: 82,00 | 2020: 25,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,99 | 3 Sharpe Ratio: -0,47 | 5 Correlazione: 79,87 | Beta: 0,64 | Alfa: -3,82 | Tracking error: 5,12 | Info Ratio: -0,80 |