To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,79 3 anni: 4,11 5 anni: 3,75 Inizio: 3,68 2024: 9,86 2023: 3,02 2022: -0,18 2021: 8,33 2020: -0,76
Rendimento annuo: Categoria 1 anno: 10,48 3 anni: 3,65 5 anni: 3,08 Inizio: - 2024: 10,71 2023: 4,29 2022: -2,53 2021: 7,86 2020: -3,12
Rendimento annuo: Percentile 1 anno: 68,00 3 anni: 44,00 5 anni: 33,00 Inizio:- 2024: 77,00 2023: 71,00 2022: 33,00 2021: 38,00 2020: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,02 3 Sharpe Ratio: -0,39 5 Correlazione: 87,67 Beta: 0,86 Alfa: 2,24 Tracking error: 2,98 Info Ratio: 1,00
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: Global Flexible Bond - USD Hedged. Data: 2024-12-06