Amundi Soluzioni Italia - Progetto Azione Megatrend (II) - E EUR (C)

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1915993221

Categoria Morningstar: Other Allocation

Società: Amundi

The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing, either directly or, indirectly, through openended UCIs and UCITS, in a diversified portfolio of: - equity and equity-linked instruments, issued by any companies worldwide; - debt and debt-related instruments, issued by both governmental and nongovernmental issuers worldwide, which may be Investment Grade or subInvestment Grade securities, including convertible bonds and bonds cum warrants; - Money Market Instruments, Credit Institution Deposits for treasury purposes and/or in case of unfavourable market conditions. The Sub-Fund may invest in Emerging Markets securities. The Sub-Fund may invest up to 15% of its assets in commodity-linked instruments and up to 10% in convertible and contingent convertible bonds.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -0,08 3 anni: 0,64 5 anni: - Inizio: 1,07 2023: 3,61 2022: -14,91 2021: 10,40 2020: 5,56 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: 12,81 3 Sharpe Ratio: -0,28 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2023-09-20