LO Funds - All Roads Conservative (EUR) NA

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1514035069

Categoria Morningstar: EUR Cautious Allocation - Global

Società: Lombard Odier IM

The Sub-Fund is actively managed. The Sub-Fund is not managed in reference to an index. The Sub-Fund implements an asset allocation strategy in bonds, other fixed or floating-rate debt securities and short-term debt instruments issued or guaranteed by sovereign or non-sovereign issuers, convertible bonds, equities, currencies and/or Cash and Cash Equivalents, denominated in OECD currencies and/or Emerging Market currencies, including CNH and CNY. The instruments described above may be of any credit quality (including below investment-grade securities as described in paragraph 3.2). The Investment Manager uses its discretion with regard to the selection of issuers, markets (in particular, the Sub-Fund may be fully invested in Emerging Markets) and currencies (including Emerging Market currencies).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,15 3 anni: 1,30 5 anni: 1,51 Inizio: 1,70 2024: 4,75 2023: 4,98 2022: -4,62 2021: 1,77 2020: 0,20
Rendimento annuo: Categoria 1 anno: 11,08 3 anni: 0,00 5 anni: 1,44 Inizio: - 2024: 6,11 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 90,00 3 anni: 14,00 5 anni: 39,00 Inizio:- 2024: 55,00 2023: 76,00 2022: 6,00 2021: 77,00 2020: 72,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 2,75 3 Sharpe Ratio: -0,23 5 Correlazione: 86,08 Beta: 0,35 Alfa: 0,35 Tracking error: 4,26 Info Ratio: 0,53
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-11-11
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-11-11