RAM (Lux) Tactical Funds II - Strata Credit Fund Ip EUR

ISIN: LU1808849555

Categoria Morningstar: Global Flexible Bond - EUR Hedged

Società: RAM Active Investments

The investment objective of the Sub-Fund is to produce positive returns from a portfolio of credit positions (the “Portfolio”) generated from a combination of interest received and trading gains. In order to pursue the investment objective, the Investment Manager will allocate capital across a number of asset classes, to gain exposure to a portfolio of predominantly developed market credit positions, with a primary focus on European exposures.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 7,80 3 anni: 6,07 5 anni: 5,72 Inizio: 3,76 2025: 0,88 2024: 10,21 2023: 11,64 2022: -6,93 2021: 3,21
Rendimento annuo: Categoria 1 anno: 5,07 3 anni: 1,47 5 anni: 1,13 Inizio: - 2025: 1,10 2024: 3,74 2023: 5,73 2022: -10,42 2021: -0,50
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: 2,00 5 anni: 3,00 Inizio:- 2025: 29,00 2024: 2,00 2023: 3,00 2022: 25,00 2021: 7,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,06 3 Sharpe Ratio: 0,50 5 Correlazione: 62,95 Beta: 0,73 Alfa: 6,03 Tracking error: 5,60 Info Ratio: 1,26
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - EUR Hedged. Data: 2025-04-25
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - EUR Hedged. Data: 2025-04-25