Neuberger Berman Euro Bond Absolute Return Fund EUR I Accumulating Class

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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 6,11 3 anni: 4,29 5 anni: 4,74 Inizio: 3,39 2025: 0,16 2024: 8,17 2023: 8,17 2022: -4,71 2021: 3,27
Rendimento annuo: Categoria 1 anno: 4,37 3 anni: 2,09 5 anni: 1,66 Inizio: - 2025: 0,10 2024: 4,65 2023: 6,22 2022: -8,46 2021: 0,56
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 10,00 5 anni: 4,00 Inizio:- 2025: 43,00 2024: 10,00 2023: 25,00 2022: 23,00 2021: 10,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,42 3 Sharpe Ratio: 0,53 5 Correlazione: 78,08 Beta: 0,47 Alfa: 4,18 Tracking error: 4,60 Info Ratio: 1,44
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2025-03-14