Jupiter Global Fund - Jupiter Global Emerging Markets Corporate Bond Class I USD Acc
ISIN: LU1551065813
Categoria Morningstar: Global Emerging Markets Corporate Bond
Società: Jupiter AM
ISIN: LU1551065813
Categoria Morningstar: Global Emerging Markets Corporate Bond
Società: Jupiter AM
To achieve long term income and capital growth through investment in fixed interest securities of issuers exposed directly or indirectly to emerging market economies worldwide. The Fund will invest primarily in debt securities (including investment grade and high yield bonds, notes and similar fixed interest or floating-rate securities and short-term debt instruments and rights) that are issued or guaranteed by corporations (including government-owned corporations) which (i) have their registered office in an emerging market country; and/or (ii) conduct the predominant part of their economic activities in an emerging market country.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 0,22 | 3 anni: 1,56 | 5 anni: 4,36 | Inizio: 2,31 | 2023: 1,47 | 2022: -6,32 | 2021: 7,88 | 2020: -0,50 | 2019: 15,74 |
Rendimento annuo: Categoria | 1 anno: -0,56 | 3 anni: 0,34 | 5 anni: 3,07 | Inizio: - | 2023: 1,02 | 2022: -8,49 | 2021: 6,50 | 2020: -1,74 | 2019: 13,87 |
Rendimento annuo: Percentile | 1 anno: 33,00 | 3 anni: 20,00 | 5 anni: 13,00 | Inizio:- | 2023: 37,00 | 2022: 30,00 | 2021: 23,00 | 2020: 27,00 | 2019: 29,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,96 | 3 Sharpe Ratio: -0,15 | 5 Correlazione: 95,00 | Beta: 1,14 | Alfa: 0,53 | Tracking error: 2,71 | Info Ratio: 0,10 |