Amundi Bridgewater Core Global Macro Fund - Class I EUR

ISIN: IE00BKDKNQ35

Categoria Morningstar: Macro Trading EUR

Società: Amundi

The Fund’s investment objective is to seek capital appreciation over the medium to long term. Please see “Investment Policy” below for details of the strategy of the Fund. There can be no guarantee that the Fund will achieve its investment objective. The Net Asset Value per Share will fall or rise depending on the movements in the markets and Shareholders may get back substantially less than they invested if the investments do not perform as expected. The Fund does not offer a protection of capital, however the maximum loss an investor may incur is limited to its investment in the Fund.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 4,04 3 anni: 1,54 5 anni: - Inizio: -0,01 2024: 4,69 2023: 1,77 2022: -6,37 2021: 4,73 2020: -4,59
Rendimento annuo: Categoria 1 anno: 1,01 3 anni: -1,61 5 anni: 1,12 Inizio: - 2024: -0,02 2023: 3,79 2022: -2,39 2021: 3,17 2020: -2,48
Rendimento annuo: Percentile 1 anno: 58,00 3 anni: 30,00 5 anni: - Inizio:- 2024: 15,00 2023: 63,00 2022: 58,00 2021: 27,00 2020: 71,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,14 3 Sharpe Ratio: 0,22 5 Correlazione: 47,98 Beta: 0,48 Alfa: 2,23 Tracking error: 6,29 Info Ratio: 0,52
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-04-18