Muzinich European Credit Alpha Fund Hedged Euro Accumulation Founder Units

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

ISIN: IE00BF4K8391

Categoria Morningstar: EUR High Yield Bond

Società: Muzinich & Co

The Fund seeks to generate consistent attractive returns on a risk-adjusted basis over a three to five year period. The Investment Manager seeks to meet its objective by investing primarily, either directly or indirectly through the use of FDI, in high yield corporate debt securities (including notes, such as floating rate short-term and medium-term notes, Contingent Convertible Securities and bonds) issued primarily by European issuers, or by companies that carry out a substantial proportion of their activities in Europe but whose issues may be in non-European currencies.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 11,44 3 anni: 2,24 5 anni: 4,00 Inizio: 3,79 2024: 3,84 2023: 10,72 2022: -7,43 2021: 3,21 2020: 6,38
Rendimento annuo: Categoria 1 anno: 9,83 3 anni: 0,75 5 anni: 1,93 Inizio: - 2024: 3,33 2023: 10,30 2022: -10,30 2021: 2,68 2020: 1,15
Rendimento annuo: Percentile 1 anno: 12,00 3 anni: 14,00 5 anni: 3,00 Inizio:- 2024: 22,00 2023: 50,00 2022: 14,00 2021: 28,00 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,36 3 Sharpe Ratio: 0,11 5 Correlazione: 98,21 Beta: 0,82 Alfa: 0,78 Tracking error: 1,79 Info Ratio: 0,50
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-07-17
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-07-17