The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of: Equity and equity-linked instruments, issued by any companies worldwide; "Investment Grade" or "sub-Investment Grade" debt and debt-related instruments denominated in any currency, issued by companies, governments, local authorities and international public or supranational bodies based anywhere in 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: -0,18 | 3 anni: -1,04 | 5 anni: - | Inizio: -0,38 | 2023: 3,54 | 2022: -13,18 | 2021: 3,34 | 2020: 4,87 | 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: 12,03 | 3 Sharpe Ratio: -0,48 | 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