Amundi Funds - Global Multi-Asset Target Income A2 USD QTI (D)

ISIN: LU1883331503

Categoria Morningstar: USD Cautious Allocation

Società: Amundi

Seeks to provide income and, secondarily, to increase the value of your investment over the recommended holding period. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund mainly invests in a broad range of securities from around the world, including emerging markets. This may include equities, government and corporate bonds and money market securities. The Sub-Fund’s bond investments may be of any quality.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 3,84 3 anni: 5,10 5 anni: 4,60 Inizio: 4,67 2024: 1,37 2023: 4,39 2022: -3,79 2021: 15,18 2020: -1,68
Rendimento annuo: Categoria 1 anno: 4,15 3 anni: 4,11 5 anni: 3,66 Inizio: - 2024: 1,93 2023: 4,03 2022: -5,27 2021: 10,96 2020: -3,08
Rendimento annuo: Percentile 1 anno: 72,00 3 anni: 20,00 5 anni: 18,00 Inizio:- 2024: 78,00 2023: 40,00 2022: 36,00 2021: 8,00 2020: 34,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,52 3 Sharpe Ratio: -0,13 5 Correlazione: 93,81 Beta: 1,25 Alfa: 2,79 Tracking error: 3,38 Info Ratio: 0,58
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-02-27
Fonte: Morningstar. Dati in euros. Categoria: USD Cautious Allocation. Data: 2024-02-27