LGT Select Funds - LGT Select Bond High Yield (USD) IM

ISIN: LI0026564646

Categoria Morningstar: Global High Yield Bond

Società: LGT Capital Partners

Invests in high-yield corporate bonds - mostly from American issuers - with noninvestment grade ratings. The investments are not made directly, but rather indirectly by the active selection of independent asset managers. Accordingly, the combination of different investment styles ensures that the fund as a whole is sufficiently diversified. This product is suitable for clients with a higher risk tolerance who want to invest in a broadly diversified portfolio of high-yield bonds, which offer better expected returns than bonds with higher credit ratings, but also entail higher risks.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 3,23 3 anni: 3,89 5 anni: 5,79 Inizio: 7,17 2024: 0,56 2023: - 2022: - 2021: 11,55 2020: -1,31
Rendimento annuo: Categoria 1 anno: 11,30 3 anni: 4,11 5 anni: 3,44 Inizio: - 2024: 3,84 2023: 7,71 2022: -5,53 2021: 10,28 2020: -3,50
Rendimento annuo: Percentile 1 anno: 29,00 3 anni: 22,00 5 anni: 7,00 Inizio:- 2024: 26,00 2023: - 2022: - 2021: 37,00 2020: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,14 3 Sharpe Ratio: -0,09 5 Correlazione: 98,84 Beta: 0,88 Alfa: 0,94 Tracking error: 2,14 Info Ratio: 0,60
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond. Data: 2022-10-13
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond. Data: 2022-10-13