The sub-fund focuses on strategies such as market neutral and event driven strategies (merger arbitrage, etc.), convertible bond arbitrage, long/short equity, global macro and managed futures, and fixed-income securities arbitrage strategies. A suitable combination of these strategies aims to offer investors an investment with a lower volatility than that of traditional markets. Controlled volatility and decorrelation from traditional markets is a fundamental objective of the sub-fund.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 4,08 | 3 anni: 3,22 | 5 anni: 2,22 | Inizio: 3,13 | 2023: 0,37 | 2022: 3,42 | 2021: 5,31 | 2020: 0,15 | 2019: 4,68 |
| Rendimento annuo: Categoria | 1 anno: -1,44 | 3 anni: 2,65 | 5 anni: -0,71 | Inizio: - | 2023: -0,32 | 2022: -2,50 | 2021: 4,15 | 2020: -1,13 | 2019: 6,27 |
| Rendimento annuo: Percentile | 1 anno: 20,00 | 3 anni: 20,00 | 5 anni: 15,00 | Inizio:- | 2023: 72,00 | 2022: 15,00 | 2021: 32,00 | 2020: 47,00 | 2019: 53,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 6,25 | 3 Sharpe Ratio: 0,59 | 5 Correlazione: 41,36 | Beta: 0,40 | Alfa: 4,39 | Tracking error: 6,86 | Info Ratio: 0,80 |
Fonte: Morningstar.
Dati in euros.
Categoria: Multistrategy EUR. Data: 2023-02-28
Fonte: Morningstar.
Dati in euros.
Categoria: Multistrategy EUR. Data: 2023-02-28