Eurizon Fund - Global Bond Z EUR Cap

ISIN: LU1652387702

Categoria Morningstar: Global Government Bond

Società: Eurizon

To increase the value of your investment over time and to outperform global government bond markets (as measured by the benchmark). In actively managing the fund, the investment manager uses macroeconomic and market analysis to determine the overall duration and currency exposure and the country allocation. The investment manager then focuses on diversification through exposure to corporate bonds and emerging markets (top-down approach). The fund’s exposure to securities, and thus its performance, are likely to differ slightly from those of the benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,16 3 anni: -1,73 5 anni: -0,17 Inizio: 0,93 2024: 3,50 2023: 1,65 2022: -9,05 2021: 2,41 2020: 0,90
Rendimento annuo: Categoria 1 anno: 1,88 3 anni: -5,13 5 anni: -2,67 Inizio: - 2024: -1,78 2023: 4,55 2022: -17,09 2021: -6,69 2020: 9,29
Rendimento annuo: Percentile 1 anno: 7,00 3 anni: 7,00 5 anni: 3,00 Inizio:- 2024: 22,00 2023: - 2022: 15,00 2021: 9,00 2020: 39,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,36 3 Sharpe Ratio: -0,82 5 Correlazione: 98,39 Beta: 0,99 Alfa: 2,37 Tracking error: 1,74 Info Ratio: 1,34
Fonte: Morningstar. Dati in euros. Categoria: Global Government Bond. Data: 2024-12-05
Fonte: Morningstar. Dati in euros. Categoria: Global Government Bond. Data: 2024-12-05