CPR Invest Smart Trends R EUR Acc

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

ISIN: LU1989772170

Categoria Morningstar: EUR Cautious Allocation - Global

Società: Amundi

The Compartment’s objective seeks to achieve a positive return in all types of market conditions over a medium-term period (minimum of two years) through a discretionary and flexible management approach by exposing the Compartment to various international bond, money market and equity markets, either through direct investment or through investments in UCIs. The allocation of assets is built on the basis of the team's projections on the various markets and according to the level of risk presented by each asset class. The allocation is mainly made through an active selection of UCIs, and/or securities (bonds, money-market instruments, and equities). Investment vehicles incorporating an Environmental, Social and Governance (E, S, and G – or, when taken together, ESG) approach will be preferred and will permanently represent a majority of the Compartment’s net assets. The Management Company integrates the exclusion policy on tobacco and coal companies applied by Amundi.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 1,25 3 anni: -0,43 5 anni: - Inizio: 0,68 2024: -1,41 2023: 3,75 2022: -3,99 2021: 1,05 2020: 3,94
Rendimento annuo: Categoria 1 anno: 5,74 3 anni: -0,83 5 anni: 0,82 Inizio: - 2024: 0,74 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 94,00 3 anni: 38,00 5 anni: - Inizio:- 2024: 96,00 2023: 89,00 2022: 5,00 2021: 85,00 2020: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 4,85 3 Sharpe Ratio: -0,18 5 Correlazione: 85,56 Beta: 0,66 Alfa: 0,40 Tracking error: 3,24 Info Ratio: 0,34
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-04-25
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-04-25