Amundi Funds - Global Subordinated Bond I2 EUR (C)

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

ISIN: LU1883334515

Categoria Morningstar: EUR Subordinated Bond

Società: Amundi

This Sub-Fund 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 invests mainly in a broad range of subordinated securities from corporate issuers anywhere in the world. The Sub-Fund’s investments may include, but are not limited to, subordinated bonds, senior bonds, preferred securities, convertible securities such as corporate hybrid bonds and (up to 50% of its assets) contingent convertible bonds. The Sub-Fund may invest up to 75% of its assets in securities issued by financial companies. The Sub-Fund may invest in Investment or Sub-investment grade bonds. The Sub-Fund may invest up to 10% of its assets in UCIs and UCITS.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 26,95 3 anni: 2,85 5 anni: 3,69 Inizio: 4,70 2024: 19,36 2023: 7,46 2022: -14,86 2021: 3,40 2020: 4,04
Rendimento annuo: Categoria 1 anno: 13,15 3 anni: 0,07 5 anni: 1,82 Inizio: - 2024: 7,04 2023: 8,49 2022: -12,10 2021: 2,14 2020: 2,74
Rendimento annuo: Percentile 1 anno: 1,00 3 anni: 4,00 5 anni: 9,00 Inizio:- 2024: 1,00 2023: 75,00 2022: 77,00 2021: 26,00 2020: 28,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,18 3 Sharpe Ratio: 0,13 5 Correlazione: 86,54 Beta: 1,20 Alfa: 3,22 Tracking error: 5,18 Info Ratio: 0,52
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2024-10-02