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

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
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Corporate Bond. Data: 2023-06-07
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Corporate Bond. Data: 2023-06-07