Eurizon Fund - Green Euro Credit R EUR Accumulation

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

ISIN: LU2215042321

Categoria Morningstar: EUR Corporate Bond

Società: Eurizon

To increase the value of your investment over time and to outperform euro corporate green bond markets (as measured by the benchmark), while seeking to achieve a positive environmental impact. The fund mainly invests in investment grade corporate bonds denominated in euro that are issued to finance climate and environment-friendly projects such as renewable energy, energy efficiency, pollution prevention, clean transportation, water management, circular economy, biodiversity conservation and green construction (green bonds). These investments may be from anywhere in the world, including China, Russia and other emerging markets, and some of them may be below investment grade. The fund generally favours direct investment but may at times invest through derivatives.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 3,39 3 anni: -1,01 5 anni: - Inizio: -2,69 2025: -0,59 2024: 3,50 2023: 7,64 2022: -17,68 2021: -
Rendimento annuo: Categoria 1 anno: 3,98 3 anni: 0,80 5 anni: 0,27 Inizio: - 2025: -0,55 2024: 4,57 2023: 7,72 2022: -13,37 2021: -0,97
Rendimento annuo: Percentile 1 anno: 87,00 3 anni: 98,00 5 anni: - Inizio:- 2025: 75,00 2024: 88,00 2023: 62,00 2022: 99,00 2021: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,26 3 Sharpe Ratio: -0,44 5 Correlazione: 98,93 Beta: 1,09 Alfa: -1,23 Tracking error: 1,18 Info Ratio: -1,21
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond. Data: 2025-03-14