The objective of this Sub-Fund is to increase its capital with a medium volatility and limited correlation to major financial markets and with focus on companies subject to extraordinary/special situations such as, for example, mergers, acquisitions and restructuring with the aim to take advantage of such events. In order to realize its investment strategy the Sub-Fund is actively managed and will invest mainly in different classes of international transferable securities, particularly equities and bonds, including bonds with duration of less than twelve (12) months, in money market instruments and in derivatives. In particular, the Sub-Fund will use listed derivatives (such as, for example, futures and options) and OTC derivatives (such as, for example, Contracts for Difference or Equity Swap) in order to create long and short exposure with the aim of exploiting potential opportunities, targeting a limited correlation to the main asset classes’ indexes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 3,95 3 anni: -1,08 5 anni: 0,36 Inizio: 0,75 2024: 1,33 2023: 0,69 2022: -4,97 2021: 1,68 2020: -0,07
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Event Driven. Data: 2024-05-24
Fonte: Morningstar. Dati in euros. Categoria: Event Driven. Data: 2024-05-24