Schroder International Selection Fund EURO Credit Absolute Return C Accumulation EUR

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1293074800

Categoria Morningstar: EUR Corporate Bond

Società: Schroders

The Fund aims to provide an absolute return after fees have been deducted by investing in fixed and floating rate securities denominated in Euro issued by companies worldwide. Absolute return means the Fund seeks to provide a positive return over a 12-month period in all market conditions, but this cannot be guaranteed and your capital is at risk. The Fund is actively managed and invests at least two-thirds of its assets, long (directly or indirectly through derivatives) or short (through derivatives), in fixed and floating rate securities denominated in Euro issued by governments, government agencies, supra-nationals and companies worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -1,10 3 anni: -0,67 5 anni: -0,09 Inizio: 0,81 2023: 2,90 2022: -10,99 2021: -0,04 2020: 3,57 2019: 7,24
Rendimento annuo: Categoria 1 anno: -4,29 3 anni: -2,91 5 anni: -1,29 Inizio: - 2023: 1,74 2022: -13,37 2021: -0,97 2020: 2,15 2019: 5,54
Rendimento annuo: Percentile 1 anno: 7,00 3 anni: 7,00 5 anni: 6,00 Inizio:- 2023: 4,00 2022: 14,00 2021: 13,00 2020: - 2019: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,69 3 Sharpe Ratio: -0,01 5 Correlazione: 89,07 Beta: 0,83 Alfa: 1,84 Tracking error: 2,77 Info Ratio: 0,80
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2023-05-29
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2023-05-29