LUXEMBOURG SELECTION FUND - Arcano Low Volat Europ Inc Fd - ESG Selection CE-A

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

ISIN: LU1720110474

Categoria Morningstar: EUR High Yield Bond

Società: Arcano

The Subfund’s objective is to offer a balanced low volatility investment strategy that generates attractive returns. As experienced fixed-rate and floating-rate fixed-income instruments investors with a proven track record in fixed income investing, the portfolio manager will apply its rigorous screening process to deliver a low volatility approach to the European Credit space. Fixed-income instruments selection will be complemented with an emphasis on floating rate instruments to achieve a strategy with shorter duration – duration being one of the main drivers of volatility. Furthermore, a focus on recurring income as opposed to price appreciation will contribute to a more resilient performance.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,73 3 anni: 3,28 5 anni: 3,09 Inizio: 3,04 2024: 3,77 2023: 11,82 2022: -6,19 2021: 3,42 2020: 1,69
Rendimento annuo: Categoria 1 anno: 9,79 3 anni: 0,79 5 anni: 1,95 Inizio: - 2024: 3,43 2023: 10,30 2022: -10,30 2021: 2,68 2020: 1,15
Rendimento annuo: Percentile 1 anno: 39,00 3 anni: 3,00 5 anni: 11,00 Inizio:- 2024: 25,00 2023: 28,00 2022: 9,00 2021: 24,00 2020: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 5,51 3 Sharpe Ratio: 0,31 5 Correlazione: 97,11 Beta: 0,70 Alfa: 1,75 Tracking error: 2,60 Info Ratio: 0,75
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-07-23
Fonte: Morningstar. Dati in euros. Categoria: EUR High Yield Bond. Data: 2024-07-23