AXA World Funds - ACT Green Bonds I Distribution EUR

ISIN: LU1300811699

Categoria Morningstar: Global Bond - EUR Hedged

Società: AXA Investment Managers

To seek both income and growth of your investment, in EUR, from an actively managed bonds portfolio and a sustainable investment objective to advance the United Nations Sustainable Development Goals (SDGs) by investing into companies whose business models and/or operational practices are aligned with targets defined by one or more SDGs, and/or by applying an impact approach with a focus to financing the transition to a more sustainable and low carbon economy.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,09 3 anni: -5,14 5 anni: -1,46 Inizio: -0,70 2024: -1,62 2023: 7,43 2022: -19,22 2021: -2,53 2020: 5,74
Rendimento annuo: Categoria 1 anno: 2,92 3 anni: -3,80 5 anni: -1,68 Inizio: - 2024: -1,37 2023: 4,47 2022: -12,95 2021: -1,49 2020: 3,51
Rendimento annuo: Percentile 1 anno: 15,00 3 anni: 83,00 5 anni: 54,00 Inizio:- 2024: 50,00 2023: 6,00 2022: 94,00 2021: 56,00 2020: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,16 3 Sharpe Ratio: -0,76 5 Correlazione: 95,93 Beta: 1,30 Alfa: 0,85 Tracking error: 2,89 Info Ratio: -0,30
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Hedged. Data: 2024-02-28
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Hedged. Data: 2024-02-28