Vontobel Fund TwentyFour Sustainable Short Term Bond Income G GBP

- -Patrimonio investito dagli investitori locali
ISIN: LU2081485240
Categoria Morningstar: GBP Corporate Bond - Short Term
Società: Vontobel Asset Management
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 |