Allianz Global Investors Fund - Allianz Strategy Select 30 WT2 EUR

- -Patrimonio investito dagli investitori locali
ISIN: LU1901058732
Categoria Morningstar: EUR Cautious Allocation - Global
Società: Allianz Global Investors (AllianzGI)
ISIN: LU1901058732
Categoria Morningstar: EUR Cautious Allocation - Global
Società: Allianz Global Investors (AllianzGI)
Long term capital growth by investing in global Equity, European Bond and Money Markets in order to achieve over the medium-term a performance comparable to a balanced portfolio within a volatility range of 2% - 8%. The assessment of the volatility of the capital markets by the Investment Manager is an important factor in this process, with the aim of typically not falling below or exceeding a volatility of the Share price within a range of 2% - 8% on a medium to long-term average, similar to a portfolio consisting of 30% global Equity Markets and 70% medium-term Euro Bond Markets. In times of high volatility / low volatility the equity market-oriented portion will be reduced / will be increased.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 1,39 | 3 anni: 0,21 | 5 anni: 1,62 | Inizio: 1,94 | 2025: -0,69 | 2024: 4,89 | 2023: 9,18 | 2022: -16,33 | 2021: 5,94 |
Rendimento annuo: Categoria | 1 anno: 4,37 | 3 anni: 1,50 | 5 anni: 3,50 | Inizio: - | 2025: -0,49 | 2024: 5,50 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 |
Rendimento annuo: Percentile | 1 anno: 79,00 | 3 anni: 79,00 | 5 anni: 54,00 | Inizio:- | 2025: 58,00 | 2024: 63,00 | 2023: 9,00 | 2022: 96,00 | 2021: 22,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,51 | 3 Sharpe Ratio: -0,23 | 5 Correlazione: 92,56 | Beta: 0,94 | Alfa: -0,40 | Tracking error: 2,43 | Info Ratio: -0,14 |