UBS (Lux) Bond SICAV - Global Corporates (USD) P-acc
- -Buona relazione rischio/rendimento
ISIN: LU0390868593
Categoria Morningstar: Global Corporate Bond - USD Hedged
Società: UBS Asset Management
ISIN: LU0390868593
Categoria Morningstar: Global Corporate Bond - USD Hedged
Società: UBS Asset Management
This sub-fund promotes environmental and/or social characteristics and complies with Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”). Further information related to environmental and/or social characteristics is available in Annex I to this document (SFDR RTS Art. 14(2)). 33 The actively managed sub-fund uses the benchmark Bloomberg Global Aggregate – Corporates (hedged USD) Index as a reference for portfolio construction, performance evaluation, sustainability profile comparison and risk management purposes. The benchmark is not designed to promote ESG characteristics. For share classes with “hedged” in their name, currency-hedged versions of the benchmark (if available) are used. Although part of the portfolio may be invested in the same instruments and applying the same weightings as the benchmark, the Portfolio Manager is not constrained by the benchmark in terms of choice of instruments.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rendimento annuo: Fondo | 1 anno: 7,25 | 3 anni: 0,31 | 5 anni: - | Inizio: 1,34 | 2024: 4,37 | 2023: 4,99 | 2022: -9,51 | 2021: - | 2020: - |
Rendimento annuo: Categoria | 1 anno: 7,26 | 3 anni: 0,88 | 5 anni: 1,29 | Inizio: - | 2024: 4,39 | 2023: 4,84 | 2022: -8,27 | 2021: 6,50 | 2020: -0,72 |
Rendimento annuo: Percentile | 1 anno: 59,00 | 3 anni: 81,00 | 5 anni: - | Inizio:- | 2024: 71,00 | 2023: 55,00 | 2022: 70,00 | 2021: - | 2020: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
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Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |