Flossbach von Storch - Multi Asset - Balanced IT

ISIN: LU1245470676

Categoria Morningstar: EUR Moderate Allocation - Global

Società: Flossbach von Storch

The objective of the sub-fund is to achieve reasonable growth in the sub-fund’s currency while taking the investment risk into consideration. The investment strategy is defined based on fundamental analyses of the global financial markets. The sub-fund is actively managed. The fund manager chooses, regularly reviews and, if necessary, adjusts the composition of the portfolio in accordance with the criteria specified in the investment policy. No index is used for comparison purposes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,17 3 anni: 2,36 5 anni: 3,51 Inizio: 4,88 2024: 10,72 2023: 9,53 2022: -11,56 2021: 8,89 2020: -0,86
Rendimento annuo: Categoria 1 anno: 15,44 3 anni: 0,76 5 anni: 3,18 Inizio: - 2024: 9,31 2023: 8,34 2022: -12,94 2021: 9,41 2020: 2,37
Rendimento annuo: Percentile 1 anno: 31,00 3 anni: 16,00 5 anni: 41,00 Inizio:- 2024: 15,00 2023: 35,00 2022: 31,00 2021: 55,00 2020: 82,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,68 3 Sharpe Ratio: 0,10 5 Correlazione: 88,27 Beta: 0,68 Alfa: 0,19 Tracking error: 4,04 Info Ratio: 0,03
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-11-12
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-11-12