H2O Multi Aggregate Fund Class I USD

ISIN: IE00BD8RGM75

Categoria Morningstar: Global Flexible Bond

Società: H2O Asset Management

The Fund’s objective is to outperform the Benchmark over the recommended minimum investment period of three years. The Benchmark is a flagship measure of global investment grade debt from twenty-four local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -1,28 3 anni: 3,46 5 anni: 6,40 Inizio: 6,59 2023: 3,28 2022: -4,31 2021: 10,12 2020: -2,19 2019: 19,65
Rendimento annuo: Categoria 1 anno: -1,51 3 anni: 0,52 5 anni: 1,59 Inizio: - 2023: 1,28 2022: -5,80 2021: 4,36 2020: -1,16 2019: 9,16
Rendimento annuo: Percentile 1 anno: 51,00 3 anni: 16,00 5 anni: 1,00 Inizio:- 2023: 13,00 2022: 38,00 2021: 8,00 2020: 63,00 2019: 1,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 73,47 Beta: 1,02 Alfa: 7,06 Tracking error: 7,51 Info Ratio: 0,88
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2023-06-01
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2023-06-01