Amundi S.F. - Absolute Return Multi-Strategy Control H EUR ND

ISIN: LU1410363433

Categoria Morningstar: Macro Trading EUR

Società: Amundi

The Sub-Fund seeks to achieve a positive return in all types of market conditions over the recommended holding period. The Sub-Fund invests mainly in a broad range of equities and bonds of any type, from any type of issuer worldwide, including Emerging Markets. The Sub-Fund may invest up to 30% of its assets in equities, up to 10% in convertible bonds and up to 10% in contingent convertible bonds. The Sub-Fund’s investments will be mainly denominated in euro, other European currencies, U.S. dollar or Japanese yen. The Sub-Fund may invest up to 10% of its assets in other UCIs and UCITS. The Sub-Fund makes extensive use of derivatives to reduce various risks, for efficient portfolio management and as a way to gain exposure (either long or short) to various assets, markets or income streams. This may generate a high level of leverage. In particular, the SubFund may invest in short and medium-term interest rate swaps.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -1,68 3 anni: -0,95 5 anni: -0,24 Inizio: -0,29 2023: -1,86 2022: -5,58 2021: 1,29 2020: 3,28 2019: 3,21
Rendimento annuo: Categoria 1 anno: -2,04 3 anni: -1,25 5 anni: -0,01 Inizio: - 2023: -2,42 2022: -2,39 2021: 3,17 2020: -2,48 2019: 7,88
Rendimento annuo: Percentile 1 anno: 70,00 3 anni: 65,00 5 anni: 64,00 Inizio:- 2023: 75,00 2022: 54,00 2021: 57,00 2020: 28,00 2019: 61,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 3,07 3 Sharpe Ratio: -0,41 5 Correlazione: 47,24 Beta: 0,26 Alfa: -0,78 Tracking error: 5,12 Info Ratio: 0,16
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2023-09-19