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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,17 3 anni: -1,59 5 anni: 2,82 Inizio: 3,14 2024: 1,07 2023: 8,00 2022: -17,55 2021: 8,51 2020: 9,09
Rendimento annuo: Categoria 1 anno: 7,29 3 anni: 1,25 5 anni: 3,19 Inizio: - 2024: 2,31 2023: 8,26 2022: -12,16 2021: 9,69 2020: 2,21
Rendimento annuo: Percentile 1 anno: 65,00 3 anni: 80,00 5 anni: 57,00 Inizio:- 2024: 87,00 2023: 51,00 2022: 85,00 2021: 55,00 2020: 12,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,46 3 Sharpe Ratio: -0,19 5 Correlazione: 90,94 Beta: 0,89 Alfa: -3,86 Tracking error: 3,62 Info Ratio: -1,15
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2024-02-22
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2024-02-22