To achieve a combination of income and capital growth (total return) the recommended holding period. Specifically, the sub-fund invests as a feeder fund in Amundi Revenus (master fund). The master fund invests mainly in debt instruments (bonds and money market instruments) of all types that are issued by governments or companies around the world and denominated in one of the OECD currencies, with diversification among currencies and equity markets.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 7,15 | 3 anni: 4,44 | 5 anni: 5,04 | Inizio: 3,28 | 2025: 0,46 | 2024: 9,13 | 2023: 3,90 | 2022: -1,83 | 2021: -0,20 |
| Rendimento annuo: Categoria | 1 anno: 4,37 | 3 anni: 1,50 | 5 anni: 3,50 | Inizio: - | 2025: -0,49 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
| Rendimento annuo: Percentile | 1 anno: 6,00 | 3 anni: 3,00 | 5 anni: 10,00 | Inizio:- | 2025: 64,00 | 2024: 6,00 | 2023: 88,00 | 2022: 2,00 | 2021: 94,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 4,78 | 3 Sharpe Ratio: 0,52 | 5 Correlazione: 57,19 | Beta: 0,43 | Alfa: 2,95 | Tracking error: 5,25 | Info Ratio: 0,72 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2025-03-20
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2025-03-20