ANIMA Credit Opportunities Fund Class I

ISIN: IE00BWCH3Z81

Categoria Morningstar: EUR Flexible Bond

Società: Anima SGR S.p.A.

The objective of the Fund is to seek to provide medium to long term capital appreciation. The Fund is actively managed without reference to any benchmark meaning that the Manager has full discretion over the composition of the Fund’s portfolio, subject to the stated investment objective and policy. The Fund will seek to achieve this objective through investment on a global basis mainly in a diversified portfolio of fixed and/or floating rate transferable debt securities of all types (including, but not limited to, corporate debt securities, bonds and notes (including inflation linked bonds), zero-coupon and discount bonds, debentures, commercial paper) issued by sovereign, government agencies, supranational entities and/or corporate issuers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,12 3 anni: -1,72 5 anni: -0,02 Inizio: 0,32 2024: 1,81 2023: 4,11 2022: -10,11 2021: 1,15 2020: 1,66
Rendimento annuo: Categoria 1 anno: 6,36 3 anni: -0,33 5 anni: 0,46 Inizio: - 2024: 1,49 2023: 6,22 2022: -8,46 2021: 0,56 2020: 1,51
Rendimento annuo: Percentile 1 anno: 38,00 3 anni: 71,00 5 anni: 67,00 Inizio:- 2024: 37,00 2023: 79,00 2022: 62,00 2021: 34,00 2020: 45,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,07 3 Sharpe Ratio: -0,80 5 Correlazione: 76,05 Beta: 0,42 Alfa: -0,60 Tracking error: 4,80 Info Ratio: 0,61
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2024-06-21
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Bond. Data: 2024-06-21