UniInstitutional Global Convertibles Sustainable EUR A
ISIN: LU0993947141
Categoria Morningstar: Convertible Bond - Global, EUR Hedged
Società: Union Investment
The investment policy objective of the fund is to enable investors to participate, over the medium and longer term, in the increase in value of securities classified as sustainable on the basis of ethical, social and ecological criteria. Investors are advised that no conclusions concerning future performance can be drawn from past performance; such performance may be higher or lower. No guarantee can be given that the objectives of the investment policy will be achieved.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,72 | 3 anni: -2,29 | 5 anni: 1,16 | Inizio: 2,16 | 2023: 3,37 | 2022: -18,80 | 2021: 0,48 | 2020: 22,02 | 2019: 9,38 |
| Rendimento annuo: Categoria | 1 anno: -0,06 | 3 anni: -2,88 | 5 anni: -0,36 | Inizio: - | 2023: 1,48 | 2022: -17,13 | 2021: -0,10 | 2020: 16,03 | 2019: 8,77 |
| Rendimento annuo: Percentile | 1 anno: 21,00 | 3 anni: 53,00 | 5 anni: 27,00 | Inizio:- | 2023: 21,00 | 2022: 74,00 | 2021: 40,00 | 2020: 23,00 | 2019: 39,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 9,48 | 3 Sharpe Ratio: -0,24 | 5 Correlazione: 97,56 | Beta: 0,80 | Alfa: -2,70 | Tracking error: 3,13 | Info Ratio: -0,82 |
Fonte: Morningstar.
Dati in euros.
Categoria: Convertible Bond - Global, EUR Hedged. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Convertible Bond - Global, EUR Hedged. Data: 2023-09-19