Flossbach von Storch - Bond Opportunities RT

Qualification
Ragione del Rating:
  • -Preferito dagli analisti dei fondi di investimento
  • -Patrimonio investito dagli investitori locali

ISIN: LU1481583711

Categoria Morningstar: Global Flexible Bond - EUR Hedged

Società: Flossbach von Storch

The objective of the investment policy of the sub-fund is to achieve reasonable growth while taking into consideration the risk involved for the investors. In accordance with the principle of risk diversification, the sub-fund's assets are mainly invested internationally in fixed-interest securities and money market instruments. To achieve the investment objectives, the sub-fund assets are invested in accordance with the principle of risk diversification in fixed-interest securities (including corporate bonds), money market instruments, bonds of all types, including zero coupon bonds, inflation-linked bonds, variable interest securities, units in investment funds (“target funds”), fixed-term deposits, derivatives, certificates and other structured products (e.g. reverse convertible bonds, warrant-linked bonds, participation certificates with warrants, convertible bonds, convertible participation certificates) and in liquid funds.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -10,29 3 anni: -0,47 5 anni: 0,89 Inizio: 3,84 2022: -9,72 2021: -2,41 2020: 8,95 2019: 11,74 2018: -3,00
Rendimento annuo: Categoria 1 anno: -10,95 3 anni: -2,28 5 anni: -1,36 Inizio: - 2022: -10,10 2021: -0,50 2020: 3,17 2019: 6,46 2018: -4,20
Rendimento annuo: Percentile 1 anno: 43,00 3 anni: 13,00 5 anni: 7,00 Inizio:- 2022: 50,00 2021: 86,00 2020: 6,00 2019: 5,00 2018: 27,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,75 3 Sharpe Ratio: 0,33 5 Correlazione: 73,87 Beta: 1,30 Alfa: 3,52 Tracking error: 4,69 Info Ratio: 0,65
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - EUR Hedged. Data: 2022-06-24
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - EUR Hedged. Data: 2022-06-24