Allianz Global Investors Fund - Allianz Volatility Strategy Fund I EUR Dis
ISIN: LU1586358795
Categoria Morningstar: Options Trading
Società: Allianz Global Investors (AllianzGI)
ISIN: LU1586358795
Categoria Morningstar: Options Trading
Società: Allianz Global Investors (AllianzGI)
Long-term capital growth by exploiting return opportunities in the volatility space based on the volatility risk premium through investments in a broad range of asset classes. In addition, the Sub-Fund will use volatility related derivatives including, but not limited to, variance swaps, options and volatility swaps related to different asset classes. The Sub-Fund’s core strategy uses variance swaps on equity markets of the US and Europe as underlying.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
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Rendimento annuo: Fondo | 1 anno: 3,00 | 3 anni: 2,29 | 5 anni: 1,75 | Inizio: 3,20 | 2025: -0,12 | 2024: 3,34 | 2023: 7,33 | 2022: -3,80 | 2021: 8,39 |
Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2025: - | 2024: - | 2023: - | 2022: - | 2021: - |
Rendimento annuo: Percentile | 1 anno: - | 3 anni: - | 5 anni: - | Inizio:- | 2025: - | 2024: - | 2023: - | 2022: - | 2021: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
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Rischio: 3 anni | 1 Volatilità: 2,78 | 3 Sharpe Ratio: -0,63 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |