ODDO BHF Exklusiv: Polaris Dynamic CN-EUR

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

ISIN: LU1849528150

Categoria Morningstar: EUR Aggressive Allocation

Società: Oddo BHF AM

The fund is a sub-fund of ODDO BHF TRUST Exklusiv:. With the fund, you invest worldwide in equities in a diversified manner. The focus is on securities from Europe and the US yielding strong dividends. The selection of equities is based on a sustained value approach that focuses on stability, profitability, capital efficiency and an attractive valuation. The minimum equity allocation is 70 per cent. The selection and control of the investments is based on the assessment of the investment advisor ODDO BHF Trust GmbH. The aim of an investment in ODDO BHF TRUST Exklusiv: The fund is to generate above-average asset growth with reduced value fluctuations through value-oriented investments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -10,15 3 anni: 6,41 5 anni: 4,51 Inizio: 4,90 2022: -19,54 2021: 23,62 2020: 13,84 2019: 24,24 2018: -11,74
Rendimento annuo: Categoria 1 anno: -9,40 3 anni: 1,21 5 anni: 0,83 Inizio: - 2022: -14,36 2021: 16,68 2020: 1,07 2019: 17,86 2018: -11,11
Rendimento annuo: Percentile 1 anno: 33,00 3 anni: 8,00 5 anni: 6,00 Inizio:- 2022: 91,00 2021: 10,00 2020: 6,00 2019: 11,00 2018: 63,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,85 3 Sharpe Ratio: 0,83 5 Correlazione: 82,01 Beta: 0,79 Alfa: 3,36 Tracking error: 7,88 Info Ratio: 0,20
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation. Data: 2022-06-24
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation. Data: 2022-06-24