Amundi Investment Funds - Optimiser H EUR ND

ISIN: LU2091515705

Categoria Morningstar: Macro Trading EUR

Società: Amundi

The Sub-Fund seeks to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of equities and equity-linked instruments, Money Market Instruments in order to achieve its investment goals and/or for treasury purposes and/or in case of unfavourable market conditions, Credit Institution Deposits in order to achieve its investment goals and/or for treasury purposes and/or in case of unfavourable market conditions, financial derivative instruments linked to commodity futures indices, debt and debt-related instruments issued by companies or governments worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 11,79 3 anni: -1,20 5 anni: 1,23 Inizio: 1,74 2025: 2,99 2024: 6,86 2023: -4,25 2022: -11,41 2021: 1,61
Rendimento annuo: Categoria 1 anno: 6,39 3 anni: 0,60 5 anni: 1,42 Inizio: - 2025: 2,52 2024: 2,91 2023: 3,79 2022: -2,39 2021: 3,17
Rendimento annuo: Percentile 1 anno: 8,00 3 anni: 88,00 5 anni: 50,00 Inizio:- 2025: 25,00 2024: 24,00 2023: 92,00 2022: 88,00 2021: 52,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,18 3 Sharpe Ratio: -0,42 5 Correlazione: 60,13 Beta: 0,86 Alfa: -2,20 Tracking error: 7,29 Info Ratio: -0,29
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2025-02-17
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2025-02-17