Axiom Climate Financial Bonds IC EUR

- -Buona relazione rischio/rendimento
ISIN: LU1876458750
Categoria Morningstar: EUR Subordinated Bond
Società: Axiom Alternative Investments
ISIN: LU1876458750
Categoria Morningstar: EUR Subordinated Bond
Società: Axiom Alternative Investments
The investment objective of the Compartment is to achieve, over a minimum 3-year investment horizon, a return net of management fees equal to or greater than that of its benchmark, the BofA Contingent Capital Index (with coupons reinvested) (the “Benchmark”), through investments that meet Environmental, Social and Governance (ESG) criteria. The Compartment seeks to improve the consideration of climate aspects through the use of the Axiom Climate Readiness Score (ACRS), which enables investments in financial institutions leaders in the integration of climate change considerations.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 7,97 | 3 anni: 5,27 | 5 anni: 9,12 | Inizio: 4,55 | 2025: 1,15 | 2024: 9,10 | 2023: 8,83 | 2022: -7,20 | 2021: 4,12 |
Rendimento annuo: Categoria | 1 anno: 7,64 | 3 anni: 3,16 | 5 anni: 5,02 | Inizio: - | 2025: 0,75 | 2024: 9,15 | 2023: 8,49 | 2022: -12,10 | 2021: 2,14 |
Rendimento annuo: Percentile | 1 anno: 40,00 | 3 anni: 7,00 | 5 anni: 6,00 | Inizio:- | 2025: 12,00 | 2024: 46,00 | 2023: 50,00 | 2022: 11,00 | 2021: 18,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,79 | 3 Sharpe Ratio: 0,48 | 5 Correlazione: 90,25 | Beta: 0,88 | Alfa: 2,45 | Tracking error: 2,99 | Info Ratio: 0,82 |