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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -3,37 3 anni: -6,74 5 anni: - Inizio: -0,58 2024: -1,75 2023: -4,25 2022: -11,41 2021: 1,61 2020: 14,74
Rendimento annuo: Categoria 1 anno: 0,80 3 anni: -1,52 5 anni: 1,15 Inizio: - 2024: 0,09 2023: 3,79 2022: -2,39 2021: 3,17 2020: -2,48
Rendimento annuo: Percentile 1 anno: 96,00 3 anni: 94,00 5 anni: - Inizio:- 2024: 79,00 2023: 92,00 2022: 88,00 2021: 52,00 2020: 3,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,00 3 Sharpe Ratio: -0,76 5 Correlazione: 55,21 Beta: 0,71 Alfa: -4,62 Tracking error: 6,90 Info Ratio: -0,58
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-02-21
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-02-21