The objective of the Fund is to provide a combination of growth and income above those of the ICE BofA USD 3 Month Deposit Offered Rate Constant Maturity Total Return Index, the “Benchmark Index”. The Fund is actively managed and aims to outperform the Benchmark Index by 3.5% per annum. This objective is before the deduction of any charges and measured over rolling three year periods. The Fund aims to generate positive returns in all market conditions. The L&G Absolute Return Bond Plus Fund has a wider set of tools at its disposal when compared to that of the L&G Absolute Return Bond Fund (Supplement 6), hence why the return target attributed to the Fund is larger. There can be no assurance that the Fund will achieve its investment objective.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -2,28 3 anni: 7,15 5 anni: 6,19 Inizio: 5,56 2023: 1,05 2022: 7,98 2021: 11,15 2020: -0,72 2019: 9,61
Rendimento annuo: Categoria 1 anno: -3,38 3 anni: 2,23 5 anni: 3,44 Inizio: - 2023: 2,21 2022: -2,53 2021: 7,86 2020: -3,12 2019: 11,41
Rendimento annuo: Percentile 1 anno: 15,00 3 anni: 3,00 5 anni: 3,00 Inizio:- 2023: 89,00 2022: 4,00 2021: 6,00 2020: - 2019: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,70 3 Sharpe Ratio: 0,33 5 Correlazione: 19,06 Beta: 0,19 Alfa: 2,46 Tracking error: 6,03 Info Ratio: 1,06
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2023-09-20