LUX IM ESG UBS Active Defender HX
ISIN: LU1732794182
Categoria Morningstar: EUR Cautious Allocation - Global
Società: BG Fund Management Luxembourg
ISIN: LU1732794182
Categoria Morningstar: EUR Cautious Allocation - Global
Società: BG Fund Management Luxembourg
The investment objective of the Sub-fund is to provide mid-term capital growth with a moderate level of risk through an allocation based on a systematic multi-factor asset allocation process and tactical positioning depending on portfolio managers assessment of market conditions. The multi-factor asset allocation process consists of the investment manager’s ongoing assessment of a set of widely recognised indicators assembled and utilized in a systematic approach to portfolio construction. This ensures ongoing oversight and governance of the construction of the portfolio by the investment manager.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 4,67 | 3 anni: 1,21 | 5 anni: 1,25 | Inizio: 1,20 | 2025: -1,10 | 2024: 6,36 | 2023: 6,69 | 2022: -13,78 | 2021: 4,85 |
Rendimento annuo: Categoria | 1 anno: 3,54 | 3 anni: 1,46 | 5 anni: 2,23 | Inizio: - | 2025: -1,80 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
Rendimento annuo: Percentile | 1 anno: 9,00 | 3 anni: 61,00 | 5 anni: 68,00 | Inizio:- | 2025: 17,00 | 2024: 37,00 | 2023: 46,00 | 2022: 78,00 | 2021: 35,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,91 | 3 Sharpe Ratio: -0,21 | 5 Correlazione: 92,70 | Beta: 0,99 | Alfa: - | Tracking error: 2,53 | Info Ratio: - |