BlackRock Global Funds - ESG Global Conservative Income Fund X2 EUR

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU1858900407

Categoria Morningstar: EUR Cautious Allocation - Global

Società: BlackRock

The Fund follows a flexible asset allocation policy that seeks to provide a conservative level of income with a focus on capital stability in a manner consistent with the principles of environmental, social and governance "ESG" focused investing. In order to generate income, the Fund will take a conservative level of risk commensurate with its risk benchmark, referred to below. The Fund invests globally in the full spectrum of permitted investments denominated in various currencies, including equities, equity-related securities, fixed income transferable securities, units of CIS, cash, deposits and money market instruments. The fixed income transferable securities in which the fund invests may be issued by governments, agencies, companies and supranationals worldwide, including in emerging markets, and may be investment grade, non-investment grade or unrated. Currency exposure is flexibly managed.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,02 3 anni: 0,43 5 anni: 2,13 Inizio: 2,58 2024: 6,55 2023: 6,69 2022: -11,50 2021: 5,05 2020: 4,52
Rendimento annuo: Categoria 1 anno: 10,05 3 anni: 0,76 5 anni: 1,75 Inizio: - 2024: 7,65 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 45,00 3 anni: 55,00 5 anni: 29,00 Inizio:- 2024: 62,00 2023: 46,00 2022: 52,00 2021: 33,00 2020: 13,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,28 3 Sharpe Ratio: -0,22 5 Correlazione: 91,27 Beta: 1,03 Alfa: 0,77 Tracking error: 2,92 Info Ratio: 0,23
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-06