Amundi Sol.IT Progetto Azione Brand Vincenti E EUR C

ISIN: LU2216000450

Categoria Morningstar: Other Allocation

Società: Amundi

The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by actively investing in a diversified portfolio of: - equity and equity-linked instruments, issued by any companies worldwide; - debt and debt-related instruments, issued by both governmental and nongovernmental issuers worldwide, which may be Investment Grade or subInvestment Grade securities, including convertible bonds and bonds cum warrants; - Money Market Instruments, Credit Institution Deposits for treasury purposes and/or in case of unfavourable market conditions. The Sub-Fund seeks to identify investment opportunities by focusing on equities of companies anywhere in the world, with brands that provide strong competitive advantages and sustainable economic returns. The Sub-Fund may invest in Emerging Markets securities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 17,15 3 anni: 5,86 5 anni: - Inizio: 6,06 2024: 11,00 2023: 14,24 2022: -8,94 2021: 5,96 2020: -
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2024-07-12
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2024-07-12