Jupiter Global High Yield Bond I EUR Acc

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

ISIN: LU1981108175

Categoria Morningstar: Global High Yield Bond - EUR Hedged

Società: Jupiter AM

The investment objective of the fund is to achieve income and capital gain over the medium to long term by investing in a portfolio of global high yield bonds. The Fund will invest at least 70% of its Net Asset Value in a portfolio of global corporate high yield bonds. Subject to the limits set out in the Investment Restrictions, the Fund may also, to a lesser extent, hold transferable securities (other than corporate high yield bonds), including debt securities, equity securities, money market instruments, money market funds, and deposits in order to achieve its investment goals, for treasury purposes and in case of unfavourable market conditions.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 6,97 3 anni: 5,15 5 anni: 9,13 Inizio: 5,16 2025: 1,84 2024: 8,16 2023: 12,58 2022: -9,11 2021: 7,50
Rendimento annuo: Categoria 1 anno: 6,05 3 anni: 2,98 5 anni: 5,79 Inizio: - 2025: 0,88 2024: 6,57 2023: 9,33 2022: -11,84 2021: 2,92
Rendimento annuo: Percentile 1 anno: 25,00 3 anni: 7,00 5 anni: 3,00 Inizio:- 2025: 7,00 2024: 17,00 2023: 4,00 2022: 18,00 2021: 2,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,24 3 Sharpe Ratio: 0,43 5 Correlazione: 84,37 Beta: 0,76 Alfa: 2,20 Tracking error: 4,24 Info Ratio: 0,49
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2025-03-26
Fonte: Morningstar. Dati in euros. Categoria: Global High Yield Bond - EUR Hedged. Data: 2025-03-26