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 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 0,20 3 anni: -1,76 5 anni: 0,46 Inizio: 2,25 2023: 1,73 2022: -14,86 2021: 3,40 2020: 4,04 2019: 13,47
Rendimento annuo: Categoria 1 anno: 2,70 3 anni: -1,91 5 anni: 0,28 Inizio: - 2023: 2,79 2022: -12,10 2021: 2,14 2020: 2,74 2019: 12,16
Rendimento annuo: Percentile 1 anno: 95,00 3 anni: 60,00 5 anni: 50,00 Inizio:- 2023: 82,00 2022: 77,00 2021: 26,00 2020: 28,00 2019: 27,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,52 3 Sharpe Ratio: -0,17 5 Correlazione: 88,06 Beta: 1,20 Alfa: 1,20 Tracking error: 4,72 Info Ratio: 0,11
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2023-09-20