The investment objective of the sub-fund is to generate moderate capital appreciation across the investment horizon. When compared to a pure Fixed Income strategy, this Enhancement strategy aims to enhance potential performance over a 5 years time horizon by including other asset classes, mainly equities. While maximum investment in equities will be 45%, the typical average equity allocation under enhancement strategy will be 25% with moderate risk and volatility and moderate capital gains.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 5,35 | 3 anni: 4,60 | 5 anni: 4,95 | Inizio: 5,04 | 2022: 1,32 | 2021: 11,04 | 2020: -0,16 | 2019: 12,77 | 2018: 0,43 |
| Rendimento annuo: Categoria | 1 anno: 6,47 | 3 anni: 4,08 | 5 anni: 4,67 | Inizio: - | 2022: 3,22 | 2021: 10,96 | 2020: -3,08 | 2019: 12,33 | 2018: 1,06 |
| Rendimento annuo: Percentile | 1 anno: 58,00 | 3 anni: 36,00 | 5 anni: 37,00 | Inizio:- | 2022: 69,00 | 2021: 49,00 | 2020: 19,00 | 2019: 47,00 | 2018: 64,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 6,31 | 3 Sharpe Ratio: 0,08 | 5 Correlazione: 86,06 | Beta: 1,06 | Alfa: 0,26 | Tracking error: 3,22 | Info Ratio: 0,07 |
Fonte: Morningstar.
Dati in euros.
Categoria: USD Cautious Allocation. Data: 2022-08-16
Fonte: Morningstar.
Dati in euros.
Categoria: USD Cautious Allocation. Data: 2022-08-16