Lyxor Investment Funds – Flexible Allocation I (EUR)

ISIN: LU0812609666

Categoria Morningstar: EUR Flexible Allocation - Global

Società: Amundi

This Sub-Fund is an active UCITS. The Sub-Fund's investment objective is to provide a net capital appreciation (taking into account all fees and expenses attributable to the Sub-Fund) above Euro Short-Term Rate (the "€STR") or the equivalent money market rate in the relevant currency of the Class of Shares (the "Benchmark Index"), over a 3 to 5 year horizon with an annual volatility target level of 8%. The Sub-Fund has a flexible investment approach to generate performance in most market environments. It will invest in a diversified portfolio of liquid instruments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 10,55 3 anni: 0,39 5 anni: 2,48 Inizio: 3,54 2025: 2,52 2024: 6,40 2023: 8,00 2022: -17,55 2021: 8,51
Rendimento annuo: Categoria 1 anno: 11,76 3 anni: 2,76 5 anni: 3,35 Inizio: - 2025: 1,63 2024: 8,95 2023: 8,26 2022: -12,16 2021: 9,69
Rendimento annuo: Percentile 1 anno: 68,00 3 anni: 88,00 5 anni: 66,00 Inizio:- 2025: 68,00 2024: 68,00 2023: 51,00 2022: 85,00 2021: 55,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,78 3 Sharpe Ratio: -0,43 5 Correlazione: 91,51 Beta: 0,92 Alfa: -4,36 Tracking error: 3,53 Info Ratio: -1,26
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2025-01-23
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2025-01-23