The Sub-Fund seeks to provide, throughout the recommended investment period of more than three years, a higher performance, net of any fees, than the €STER index plus 2%. This performance objective is sought by associating it to a lower annual volatility than 5% in normal market conditions. Investors’ attention is drawn to the fact that the management style is discretionary and integrates environmental, social / societal and governance (ESG) criteria. Investors’ attention is drawn to the fact that the management style is discretionary.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: 6,03 3 anni: 3,74 5 anni: - Inizio: 2,89 2022: 4,94 2021: 5,02 2020: 0,12 2019: 3,45 2018: 0,67
Rendimento annuo: Categoria 1 anno: -10,58 3 anni: -1,97 5 anni: -0,41 Inizio: - 2022: -11,39 2021: -3,00 2020: 7,73 2019: 7,19 2018: -5,80
Rendimento annuo: Percentile 1 anno: 19,00 3 anni: 14,00 5 anni: - Inizio:- 2022: 19,00 2021: 48,00 2020: - 2019: - 2018: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,26 3 Sharpe Ratio: -0,10 5 Correlazione: 62,93 Beta: 0,90 Alfa: 5,70 Tracking error: 7,75 Info Ratio: 0,77
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2022-11-24
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond. Data: 2022-11-24