Amundi Soluzioni Italia - Progetto Azione Sostenibile - E EUR (C)

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1655258330

Categoria Morningstar: Other Allocation

Società: Amundi

The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of: - equity and equity-linked instruments, issued by any companies worldwide; - debt and debt-related instruments, issued by both governmental and nongovernmental issuers worldwide, which may be Investment Grade or subInvestment Grade securities, including convertible bonds and bonds cum warrants; - Money Market Instruments, deposits subject to call with a maximum term of 12 months and cash. The Sub-Fund may invest in Emerging Markets securities. The Sub-Fund may invest up to 15% of its assets in commodity-linked instruments and up to 10% in convertible and contingent convertible bonds. The Sub-Fund may invest in the aggregate more than 10% of its total assets in shares or units of other UCIs or UCITS.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -7,47 3 anni: 7,84 5 anni: 2,79 Inizio: 2,52 2023: 0,67 2022: -10,05 2021: 12,50 2020: 9,13 2019: 8,56
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2023: - 2022: - 2021: - 2020: - 2019: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2023: - 2022: - 2021: - 2020: - 2019: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,06 3 Sharpe Ratio: 0,22 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2023-03-27
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2023-03-27