LO Funds - All Roads Conservative (EUR) NA
- -Buona relazione rischio/rendimento
ISIN: LU1514035069
Categoria Morningstar: EUR Cautious Allocation - Global
Società: Lombard Odier IM
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 |