AXA World Funds - ACT Green Bonds I Distribution EUR
ISIN: LU1300811699
Categoria Morningstar: Global Diversified Bond - EUR Hedged
Società: AXA Investment Managers
The investment objective of the fund is 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: 6,13 | 3 anni: -3,53 | 5 anni: -1,45 | Inizio: -0,01 | 2024: 4,21 | 2023: 7,43 | 2022: -19,22 | 2021: -2,53 | 2020: 5,74 |
| Rendimento annuo: Categoria | 1 anno: 4,91 | 3 anni: -2,10 | 5 anni: -1,01 | Inizio: - | 2024: 2,94 | 2023: 4,47 | 2022: -12,95 | 2021: -1,49 | 2020: 3,51 |
| Rendimento annuo: Percentile | 1 anno: 4,00 | 3 anni: 80,00 | 5 anni: 69,00 | Inizio:- | 2024: 12,00 | 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: 8,42 | 3 Sharpe Ratio: -0,66 | 5 Correlazione: 95,62 | Beta: 1,29 | Alfa: 1,31 | Tracking error: 2,98 | Info Ratio: -0,11 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2024-12-06
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2024-12-06