UBAM - Multifunds Allocation Responsible Income IC USD

ISIN: LU1044365952

Categoria Morningstar: USD Cautious Allocation

Società: UBP

The principal objective of this sub-fund actively managed is to responsibly capture investment opportunities by investing its assets in a diversified portfolio of funds having a sustainability component in order to provide investors with regular return, stability of the value while respecting the principle of diversifying investment risks. Sustainable investing is an investment approach that considers environmental, social and governance (ESG) factors in portfolio selection and management in order to generate long-term competitive financial returns and positive societal impact. Sustainable investing encompasses methods such as, but not limited to, (1) Negative/exclusionary screening, (2) Positive/best-in-class screening, (3) Norms-based screening, (4) Integration of ESG factors, (5) Sustainability themed investing, (6) Impact/community investing, and/or (7) Shareholder engagement/voting.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 3,75 3 anni: 2,41 5 anni: 4,04 Inizio: 3,71 2024: 2,81 2023: 3,95 2022: -7,27 2021: 11,98 2020: 0,68
Rendimento annuo: Categoria 1 anno: 3,77 3 anni: 3,79 5 anni: 3,73 Inizio: - 2024: 2,12 2023: 4,03 2022: -5,27 2021: 10,96 2020: -3,08
Rendimento annuo: Percentile 1 anno: 66,00 3 anni: 62,00 5 anni: 29,00 Inizio:- 2024: 53,00 2023: 47,00 2022: 65,00 2021: 33,00 2020: 12,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,03 3 Sharpe Ratio: -0,45 5 Correlazione: 95,52 Beta: 1,21 Alfa: 0,14 Tracking error: 2,74 Info Ratio: -0,20
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-02-16
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-02-16