Neuberger Berman Euro Bond Absolute Return Fund Class EUR I Accumulating

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

ISIN: IE00BFZMG962

Categoria Morningstar: EUR Flexible Bond

Società: Neuberger Berman

The Portfolio seeks to generate positive absolute returns over a market cycle (typically 3-5 years), irrespective of market conditions with a moderate level of volatility. It aims to achieve this by implementing an unconstrained strategy combining long and synthetic short positions in a diversified portfolio of predominantly Euro-denominated debt securities. The Portfolio will primarily be exposed to Euro-denominated debt securities and money market instruments issued by governments and their agencies and corporations.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,92 3 anni: 2,53 5 anni: 2,79 Inizio: 2,95 2024: 3,25 2023: 8,17 2022: -4,71 2021: 3,27 2020: 2,69
Rendimento annuo: Categoria 1 anno: 6,27 3 anni: -0,32 5 anni: 0,51 Inizio: - 2024: 1,49 2023: 6,22 2022: -8,46 2021: 0,56 2020: 1,51
Rendimento annuo: Percentile 1 anno: 13,00 3 anni: 5,00 5 anni: 7,00 Inizio:- 2024: 11,00 2023: 25,00 2022: 23,00 2021: 10,00 2020: 30,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,42 3 Sharpe Ratio: 0,24 5 Correlazione: 74,02 Beta: 0,45 Alfa: 3,65 Tracking error: 4,82 Info Ratio: 1,45
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2024-06-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2024-06-20