Franklin Diversified Balanced Fund I(acc)EUR
- -Buona relazione rischio/rendimento
ISIN: LU1147469834
Categoria Morningstar: EUR Moderate Allocation - Global
Società: Franklin Templeton
ISIN: LU1147469834
Categoria Morningstar: EUR Moderate Allocation - Global
Società: Franklin Templeton
The Fund's investment objective is to achieve a combination of income and long-term capital appreciation, targeting a yearly average return of 3.5% (net of fees) in excess of the Euro Interbank Offered Rate (EURIBOR) over a rolling three year period. The Fund aims to achieve its objective with an annualised volatility ranging, under normal market conditions, between 5% and 8%. There is no guarantee that the Fund will achieve its return objective, nor that it will remain within the aimed-for volatility range.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 15,69 | 3 anni: 3,60 | 5 anni: 5,84 | Inizio: 3,37 | 2024: 11,40 | 2023: 9,55 | 2022: -10,58 | 2021: 14,92 | 2020: 4,71 |
Rendimento annuo: Categoria | 1 anno: 14,22 | 3 anni: 1,72 | 5 anni: 3,50 | Inizio: - | 2024: 10,81 | 2023: 8,34 | 2022: -12,94 | 2021: 9,41 | 2020: 2,37 |
Rendimento annuo: Percentile | 1 anno: 27,00 | 3 anni: 15,00 | 5 anni: 11,00 | Inizio:- | 2024: 41,00 | 2023: 35,00 | 2022: 23,00 | 2021: 10,00 | 2020: 28,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 8,51 | 3 Sharpe Ratio: 0,19 | 5 Correlazione: 97,03 | Beta: 0,95 | Alfa: 0,04 | Tracking error: 2,07 | Info Ratio: -0,01 |