Amundi Investment Funds - Tactical Portfolio Income Fund M EUR MGI ND

ISIN: LU2091516182

Categoria Morningstar: Macro Trading EUR

Società: Amundi

This Sub-Fund seeks to achieve capital appreciation over the recommended holding period by investing primarily in a diversified portfolio of equities and equity-linked instruments, Money-Market Instruments, debt and debt-related instruments, including asset-backed securities and mortgage-backed securities (up to 20% of its assets), and commodity-linked instruments. The Sub-Fund invests in a broad range of issuers, including but not limited to, governmental issuers, supranational bodies, local authorities, international public bodies and corporate issuers incorporated, headquartered or having their principal business activities in any geographical region including Emerging Markets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 19,17 3 anni: 0,08 5 anni: - Inizio: 3,99 2024: 6,69 2023: 7,63 2022: -16,49 2021: 10,86 2020: 11,50
Rendimento annuo: Categoria 1 anno: 6,19 3 anni: -0,63 5 anni: 1,86 Inizio: - 2024: 2,58 2023: 3,79 2022: -2,39 2021: 3,17 2020: -2,48
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: 66,00 5 anni: - Inizio:- 2024: 8,00 2023: 21,00 2022: 98,00 2021: 8,00 2020: 7,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 19,40 3 Sharpe Ratio: -0,01 5 Correlazione: 65,56 Beta: 2,03 Alfa: 5,17 Tracking error: 15,93 Info Ratio: 0,05
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-09-13
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading EUR. Data: 2024-09-13