Eurizon-Fund - Absolute Green Bonds Z Accumulation

ISIN: LU1693963883

Categoria Morningstar: Global Bond

Società: Eurizon

To achieve a positive return regardless of market conditions (absolute return), while seeking to achieve a positive environmental impact. In actively managing the fund, the investment manager uses macroeconomic and market analysis to determine portfolio strategies and market segments (top-down approach). It then screens the green bond universe and combines security and issuer analysis with an in-depth analysis of projects financed by bonds proceeds to identify securities that have the highest environmental impact (bottom-up approach). The fund is designed without reference to a benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,76 3 anni: -4,69 5 anni: -1,19 Inizio: -1,09 2024: -0,98 2023: 9,25 2022: -19,94 2021: -0,76 2020: 3,38
Rendimento annuo: Categoria 1 anno: 3,44 3 anni: -5,57 5 anni: -1,36 Inizio: - 2024: -2,57 2023: 6,23 2022: -15,72 2021: -5,63 2020: 8,86
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: 92,00 5 anni: 71,00 Inizio:- 2024: 59,00 2023: 2,00 2022: 99,00 2021: 83,00 2020: 7,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,71 3 Sharpe Ratio: -0,81 5 Correlazione: 95,28 Beta: 1,50 Alfa: 2,88 Tracking error: 6,08 Info Ratio: -0,32
Fonte: Morningstar. Dati in euros. Categoria: Global Bond. Data: 2024-02-29
Fonte: Morningstar. Dati in euros. Categoria: Global Bond. Data: 2024-02-29