Moorea Fund – Floating Rate Income IE
- -Buona relazione rischio/rendimento
ISIN: LU1115981935
Categoria Morningstar: EUR Diversified Bond - Short Term
ISIN: LU1115981935
Categoria Morningstar: EUR Diversified Bond - Short Term
The objective of the Sub-Fund is to deliver income and capital growth through a dynamic exposure to floating rate debt instruments denominated in Euro. The Sub-Fund is designed to provide a balance against rising interest rates. The Sub-Fund aims at meeting the long-term challenges of sustainable development while delivering financial performance by the combination of financial and extra-financial criteria, integrating environmental, social and governance criteria (ESG), The recommended investment period in this Sub-Fund is 3 years.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 5,75 | 3 anni: 1,23 | 5 anni: 1,43 | Inizio: 0,47 | 2024: 1,49 | 2023: 4,81 | 2022: -2,81 | 2021: 0,95 | 2020: 0,66 |
Rendimento annuo: Categoria | 1 anno: 4,21 | 3 anni: -0,20 | 5 anni: 0,09 | Inizio: - | 2024: 0,53 | 2023: 4,21 | 2022: -4,66 | 2021: -0,48 | 2020: 0,14 |
Rendimento annuo: Percentile | 1 anno: 12,00 | 3 anni: 10,00 | 5 anni: 6,00 | Inizio:- | 2024: 3,00 | 2023: 21,00 | 2022: 24,00 | 2021: 9,00 | 2020: 24,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 1,44 | 3 Sharpe Ratio: 0,06 | 5 Correlazione: 42,08 | Beta: 0,27 | Alfa: 0,54 | Tracking error: 1,68 | Info Ratio: 1,07 |