The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of: Investment Grade or sub-Investment Grade debt and debt-related instruments denominated any currency, issued by companies, governments, local authorities and international public or supranational bodies based anywhere in the world including Emerging Markets; Money Market Instruments for treasury purposes and/or in case of unfavorable market conditions
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 0,87 | 3 anni: -2,10 | 5 anni: - | Inizio: -1,11 | 2023: 3,56 | 2022: -11,61 | 2021: 1,79 | 2020: -1,32 | 2019: - |
| Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
| Rendimento annuo: Percentile | 1 anno: - | 3 anni: - | 5 anni: - | Inizio:- | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 9,68 | 3 Sharpe Ratio: -0,73 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Bond. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Other Bond. Data: 2023-09-20