The sub-fund objective is to outperform its Reference Indicator over a
recommended minimum investment period of 3 years.The search for
performance involves flexible, discretionary management on equity, fixed
income, credit, as well as to a lesser extent foreign exchange markets, and the
manager’s expectations of how economic, corporate, and market conditions will
evolve. The sub-fund may adopt a defensive strategy if the markets are expected to perform negatively.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2021 |
2020 |
2019 |
2018 |
2017 |
Rendimento annuo: Fondo |
1 anno: 22,76 |
3 anni: 10,79 |
5 anni: - |
Inizio: 10,15 |
2021: 5,21 |
2020: 14,54 |
2019: 19,30 |
2018: -4,27 |
2017: - |
Rendimento annuo: Categoria |
1 anno: 18,83 |
3 anni: 3,73 |
5 anni: 3,76 |
Inizio: -
| 2021: 4,69 |
2020: 0,91 |
2019: 12,23 |
2018: -8,29 |
2017: 6,02 |
Rendimento annuo: Percentile |
1 anno: 31,00 |
3 anni: 1,00 |
5 anni: - |
Inizio:-
| 2021: 43,00 |
2020: 1,00 |
2019: 6,00 |
2018: 8,00 |
2017: - |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 6,83 |
3 Sharpe Ratio: 1,59 |
5 Correlazione: 85,44 |
Beta: 0,66 |
Alfa: 6,53 |
Tracking error: 4,63 |
Info Ratio: 1,04 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Moderate Allocation. Data: 2021-04-19
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Moderate Allocation. Data: 2021-04-19