Allianz Strategy 50 WT EUR

- -Patrimonio investito dagli investitori locali
ISIN: LU0352312697
Categoria Morningstar: EUR Moderate Allocation - Global
Società: Allianz Global Investors (AllianzGI)
ISIN: LU0352312697
Categoria Morningstar: EUR Moderate Allocation - Global
Società: Allianz Global Investors (AllianzGI)
The investment objective is geared, in the long term, towards generating mainly capital growth with regard to the portfolio’s equity portion by investing in the global equity markets and, with regard to the portfolio’s bond/money market portion, towards generating a market driven return with reference to the Euro bond/money markets within the scope of the investment policy. Overall, the goal is to achieve a performance comparable to a balanced portfolio with a volatility range of 5 % - 11 % . The assessment of the volatility of the capital markets by the Investment Manager is an important factor in this process, with aim of typically not falling below or exceeding a volatility of the Share price within a range of 5 % - 11 % on a medium to long-term average, similar to a portfolio consisting of 50 % global equity markets and 50 % medium term Euro bond markets.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 5,13 | 3 anni: 2,05 | 5 anni: 1,82 | Inizio: 4,45 | 2023: 7,30 | 2022: -16,62 | 2021: 12,89 | 2020: -0,96 | 2019: 18,21 |
Rendimento annuo: Categoria | 1 anno: 2,41 | 3 anni: 1,22 | 5 anni: 1,52 | Inizio: - | 2023: 4,31 | 2022: -12,94 | 2021: 9,41 | 2020: 2,37 | 2019: 12,53 |
Rendimento annuo: Percentile | 1 anno: 9,00 | 3 anni: 35,00 | 5 anni: 35,00 | Inizio:- | 2023: 4,00 | 2022: 87,00 | 2021: 21,00 | 2020: 82,00 | 2019: 8,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 8,16 | 3 Sharpe Ratio: 0,27 | 5 Correlazione: 92,52 | Beta: 0,87 | Alfa: -0,62 | Tracking error: 3,27 | Info Ratio: -0,31 |