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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -2,75 | 3 anni: -1,08 | 5 anni: -0,35 | Inizio: -0,03 | 2023: 2,96 | 2022: -13,78 | 2021: 4,85 | 2020: 0,05 | 2019: 8,15 |
Rendimento annuo: Categoria | 1 anno: -2,79 | 3 anni: -0,17 | 5 anni: -0,15 | Inizio: - | 2023: 2,27 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 | 2019: 7,49 |
Rendimento annuo: Percentile | 1 anno: 73,00 | 3 anni: 77,00 | 5 anni: 59,00 | Inizio:- | 2023: 26,00 | 2022: 78,00 | 2021: 35,00 | 2020: 75,00 | 2019: 44,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,49 | 3 Sharpe Ratio: -0,15 | 5 Correlazione: 89,66 | Beta: 1,00 | Alfa: 0,25 | Tracking error: 2,86 | Info Ratio: 0,08 |