Schroder International Selection Fund Global Credit Income I Accumulation USD

ISIN: LU1514167052

Categoria Morningstar: Global Flexible Bond - USD Hedged

Società: Schroders

The Fund aims to provide income and capital growth by investing in fixed and floating rate securities issued by governments and companies worldwide. The Fund aims to mitigate losses in falling markets. The mitigation of losses cannot be guaranteed. The Fund is actively managed and invests at least two-thirds of its assets in fixed and floating rate investment grade and high yield securities issued by governments, government agencies, supra-nationals and companies worldwide, including emerging market countries.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,98 3 anni: 3,80 5 anni: 3,37 Inizio: 4,40 2024: 8,09 2023: 7,26 2022: -5,73 2021: 10,07 2020: -0,93
Rendimento annuo: Categoria 1 anno: 6,76 3 anni: 2,76 5 anni: 2,20 Inizio: - 2024: 5,68 2023: 4,29 2022: -2,53 2021: 7,86 2020: -3,12
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 32,00 5 anni: 21,00 Inizio:- 2024: 10,00 2023: 9,00 2022: 70,00 2021: 12,00 2020: 20,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,96 3 Sharpe Ratio: -0,24 5 Correlazione: 82,95 Beta: 1,05 Alfa: 3,24 Tracking error: 4,28 Info Ratio: 0,68
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-10-02