Neuberger Berman Short Duration Euro Bond Fund Class EUR I Accumulating

- -Patrimonio investito dagli investitori locali
ISIN: IE00BFZMJT78
Categoria Morningstar: EUR Diversified Bond - Short Term
Società: Neuberger Berman
ISIN: IE00BFZMJT78
Categoria Morningstar: EUR Diversified Bond - Short Term
Società: Neuberger Berman
The fund seeks to achieve an attractive level of outperformance over the Euro cash return over a period of 1 year irrespective of the market environment by taking exposure to a diversified mix of short-term Euro-denominated fixed and floating rate debt securities. The Manager and the Sub-Investment Manager will aim to achieve the Portfolio’s investment objective through a disciplined investment process investing in Euro-denominated bonds across a variety of sectors and maturities utilising, a combination of top-down and bottom-up strategies to identify multiple sources of value, as described below. Top down strategies focus on macroeconomic considerations, country and sector analysis. Bottom up strategies evaluate the characteristics of individual instruments or issuers.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 6,43 | 3 anni: 4,00 | 5 anni: 3,14 | Inizio: 2,18 | 2025: 1,17 | 2024: 7,37 | 2023: 6,72 | 2022: -5,59 | 2021: 1,04 |
Rendimento annuo: Categoria | 1 anno: 4,70 | 3 anni: 2,29 | 5 anni: 1,29 | Inizio: - | 2025: 1,10 | 2024: 3,83 | 2023: 4,21 | 2022: -4,66 | 2021: -0,48 |
Rendimento annuo: Percentile | 1 anno: 2,00 | 3 anni: 4,00 | 5 anni: 4,00 | Inizio:- | 2025: 8,00 | 2024: 2,00 | 2023: 6,00 | 2022: 71,00 | 2021: 8,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 3,46 | 3 Sharpe Ratio: 0,32 | 5 Correlazione: 69,88 | Beta: 1,20 | Alfa: 2,32 | Tracking error: 2,36 | Info Ratio: 0,90 |