ODDO BHF Polaris Flexible (CN-EUR)

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

ISIN: LU1874837278

Categoria Morningstar: EUR Flexible Allocation

Società: Oddo BHF AM

The ODDO BHF Polaris Flexible Fund invests, inter alia, in European equities. Investments are also made in sectoral and regional funds, as well as a mixture of other investment vehicles, e.g. fixed-income securities and certificates. Fixed-income security investments are made primarily in government and corporate bonds.
The Fund offers a very flexible investment policy in which the equity allocation may fluctuate significantly, ranging from 25 to 100 per cent. Risk is also actively managed through derivative hedging instruments.
The Fund assets can also be invested in all other assets that are permitted in accordance with the Management Regulations.
The aim of an investment in ODDO BHF Polaris Flexible is to participate to the greatest extent possible in value growth on stock markets during upward trends and to limit losses during downturns.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -7,77 3 anni: 3,64 5 anni: 2,62 Inizio: 3,76 2022: -13,90 2021: 14,19 2020: 8,36 2019: 19,72 2018: -9,39
Rendimento annuo: Categoria 1 anno: -9,36 3 anni: 0,93 5 anni: 0,62 Inizio: - 2022: -12,36 2021: 10,88 2020: 0,21 2019: 12,37 2018: -9,74
Rendimento annuo: Percentile 1 anno: 26,00 3 anni: 16,00 5 anni: 10,00 Inizio:- 2022: 72,00 2021: 31,00 2020: 11,00 2019: 14,00 2018: 52,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,98 3 Sharpe Ratio: 0,73 5 Correlazione: 89,06 Beta: 1,03 Alfa: 1,99 Tracking error: 4,54 Info Ratio: 0,47
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation. Data: 2022-06-24
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation. Data: 2022-06-24