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: 9,43 | 3 anni: 3,68 | 5 anni: 3,24 | Inizio: - | 2024: 7,16 | 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