BlackRock Strategic Funds - Sustainable Fixed Income Credit Strategies Fund X2 EUR Acc

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali
  • -Buona relazione rischio/rendimento

ISIN: LU1965317008

Categoria Morningstar: EUR Corporate Bond

Società: BlackRock

The sub-fund seeks to maximise total return. The Fund will seek to achieve this investment objective by using a variety of investment strategies and instruments. It intends to take full advantage of the ability to invest in derivatives providing synthetic long and/or synthetic short positions, with the aim of maximising positive returns. The Fund will seek to gain at least 70% of its investment exposure through fixed income transferable securities and fixed income related securities (including derivatives) issued by, or giving exposure to, companies, governments and/or agencies worldwide, but with a focus on nongovernment bonds. The Fund will invest in fixed income transferable securities and fixed income related securities, derivatives and, when determined appropriate, cash and near-cash instruments. The asset allocation of the Fund is intended to be flexible and the Fund will maintain the ability to switch exposure as market conditions and valuations dictate.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,06 3 anni: 1,41 5 anni: - Inizio: 2,04 2024: 1,50 2023: 7,28 2022: -4,02 2021: 0,56 2020: 2,37
Rendimento annuo: Categoria 1 anno: 5,74 3 anni: -2,61 5 anni: -0,68 Inizio: - 2024: -0,40 2023: 7,72 2022: -13,37 2021: -0,97 2020: 2,15
Rendimento annuo: Percentile 1 anno: 18,00 3 anni: 1,00 5 anni: - Inizio:- 2024: 4,00 2023: 72,00 2022: 2,00 2021: 7,00 2020: 48,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 3,97 3 Sharpe Ratio: 0,12 5 Correlazione: 76,43 Beta: 0,45 Alfa: 2,10 Tracking error: 4,33 Info Ratio: 0,98
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2024-04-26
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2024-04-26