Federated Hermes Multi-Strategy Credit Fund Class F USD Accumulating
ISIN: IE00BKRCNJ87
Categoria Morningstar: Global Flexible Bond - USD Hedged
Società: Federated Hermes
ISIN: IE00BKRCNJ87
Categoria Morningstar: Global Flexible Bond - USD Hedged
Società: Federated Hermes
The investment objective of the Fund is to generate a high level of income targeting a high proportion of high yield returns while exhibiting lower volatility relative to the global high yield market. The Fund will seek to achieve its objective over a rolling period of any five years, by investing at least 80% in a diversified portfolio of debt securities (as referenced in the Categories of Investments section below). The Fund may take long positions and/or generate Synthetic Short Exposure through the use of FDIs. The securities in which the Fund may invest will be selected on a global basis.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 10,00 | 3 anni: 3,61 | 5 anni: 3,42 | Inizio: 5,87 | 2024: 4,17 | 2023: 5,14 | 2022: -4,12 | 2021: 9,10 | 2020: -3,93 |
Rendimento annuo: Categoria | 1 anno: 8,46 | 3 anni: 3,55 | 5 anni: 2,89 | Inizio: - | 2024: 3,42 | 2023: 4,29 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 |
Rendimento annuo: Percentile | 1 anno: 23,00 | 3 anni: 55,00 | 5 anni: 35,00 | Inizio:- | 2024: 33,00 | 2023: 35,00 | 2022: 36,00 | 2021: 15,00 | 2020: 79,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,37 | 3 Sharpe Ratio: -0,42 | 5 Correlazione: 74,98 | Beta: 0,89 | Alfa: 1,08 | Tracking error: 4,40 | Info Ratio: 0,33 |