M&G (Lux) Global High Yield Bond Fund USD C Acc

ISIN: LU1670726238

Categoria Morningstar: Global High Yield Bond

Società: M&G Investments

The Fund aims to provide a higher total return (capital growth plus income) than that of the global high yield bond market over any five-year period while applying ESG Criteria. The Fund invests at least 80% of its Net Asset Value in high yield bonds issued by companies denominated in any currency. The Fund does not take any currency views and aims to hedge any non-USD assets to USD. Issuers of these securities may be located in any country, including emerging markets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 0,65 3 anni: 2,87 5 anni: 4,21 Inizio: 6,37 2025: -9,18 2024: 16,04 2023: 7,23 2022: -4,62 2021: 10,12
Rendimento annuo: Categoria 1 anno: -0,56 3 anni: 1,43 5 anni: 2,74 Inizio: - 2025: -9,99 2024: 13,88 2023: 7,71 2022: -5,53 2021: 10,28
Rendimento annuo: Percentile 1 anno: 27,00 3 anni: 38,00 5 anni: 47,00 Inizio:- 2025: 54,00 2024: 23,00 2023: 60,00 2022: 35,00 2021: 58,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,80 3 Sharpe Ratio: 0,00 5 Correlazione: 96,40 Beta: 0,78 Alfa: -0,03 Tracking error: 2,74 Info Ratio: 0,01
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond. Data: 2025-04-17
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond. Data: 2025-04-17