The investment objective of the Sub-fund is to provide capital growth over the medium to long term through a flexible exposure to multiple asset classes. The selection process of the target investments will combine extra-financial assessments based on the issuers’ adherence to the Environmental, Social and Governance (“ESG”) criteria, in accordance with the ESG policy available at http://about.amundi.com/A-committed-player/Developing-responsible-finance, with the traditional financial analysis with the aim of assessing the long term potential for growth.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 0,85 3 anni: -0,19 5 anni: - Inizio: 1,80 2023: 1,03 2022: -12,12 2021: 5,74 2020: 5,45 2019: 14,42
Rendimento annuo: Categoria 1 anno: 2,49 3 anni: 2,04 5 anni: 1,69 Inizio: - 2023: 4,47 2022: -12,16 2021: 9,69 2020: 2,21 2019: 12,33
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 73,00 5 anni: - Inizio:- 2023: 81,00 2022: 50,00 2021: 72,00 2020: 26,00 2019: 35,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,12 3 Sharpe Ratio: 0,01 5 Correlazione: 92,17 Beta: 0,87 Alfa: -2,73 Tracking error: 3,35 Info Ratio: -0,94
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2023-09-20