Vontobel Fund TwentyFour Sustainable Short Term Bond Income G GBP

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU2081485240

Categoria Morningstar: GBP Corporate Bond - Short Term

Società: Vontobel Asset Management

The Sub-Fund is actively managed and aims to achieve a positive total return over a 3-year period whilst maintaining an annualized volatility of no more than 3%. The Sub-Fund’s sustainable investment objective consists of investing in securities of issuers that contribute towards the Paris Agreement’s goal to hold the increase in the global average temperature to below 2°C above pre-industrial levels. The sustainable investments’ objectives are “climate change mitigation” and “climate change adaptation”. The Sub-Fund may also invest in sustainable investments with a social objective, namely “empowerment”.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 7,98 3 anni: 3,68 5 anni: 4,68 Inizio: 2,23 2025: 0,03 2024: 10,85 2023: 9,06 2022: -9,35 2021: 6,86
Rendimento annuo: Categoria 1 anno: 7,75 3 anni: 3,13 5 anni: 4,37 Inizio: - 2025: 0,28 2024: 9,70 2023: 10,19 2022: -11,44 2021: 6,21
Rendimento annuo: Percentile 1 anno: 44,00 3 anni: 10,00 5 anni: 16,00 Inizio:- 2025: 77,00 2024: 12,00 2023: 86,00 2022: 8,00 2021: 27,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,34 3 Sharpe Ratio: -0,11 5 Correlazione: 89,40 Beta: 0,51 Alfa: 0,50 Tracking error: 2,64 Info Ratio: 0,54
Fonte: Morningstar. Dati in euros. Categoria: GBP Corporate Bond - Short Term. Data: 2025-03-20
Fonte: Morningstar. Dati in euros. Categoria: GBP Corporate Bond - Short Term. Data: 2025-03-20