Pictet - Strategic Credit I GBP Acc
- -Buona relazione rischio/rendimento
ISIN: LU2217310429
Categoria Morningstar: Global Flexible Bond - USD Hedged
Società: Pictet Asset Management
ISIN: LU2217310429
Categoria Morningstar: Global Flexible Bond - USD Hedged
Società: Pictet Asset Management
The objective of this Compartment is to seek capital growth and revenue by mainly offering an exposure to a diversified portfolio of debt securities of any type, corporate and sovereign, investment grade and non-investment grade, including but not limited to fixed and variable rate, 144A Bonds and convertible bonds as well as money market instruments. The Compartment will invest mainly as follows: − directly in the securities/asset classes listed above; and/or − in transferable securities (such as structured products, as described below) linked to performance or offering exposure to the securities/asset classes mentioned in the preceding paragraph; and/or − in financial derivative instruments whose underliers are the securities mentioned in the preceding paragraph or assets offering exposure to these securities/asset classes.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 10,99 | 3 anni: 5,39 | 5 anni: - | Inizio: 4,29 | 2024: 3,41 | 2023: 6,65 | 2022: -0,56 | 2021: 7,95 | 2020: - |
Rendimento annuo: Categoria | 1 anno: 8,68 | 3 anni: 3,78 | 5 anni: 2,66 | Inizio: - | 2024: 3,16 | 2023: 4,29 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 |
Rendimento annuo: Percentile | 1 anno: 21,00 | 3 anni: 22,00 | 5 anni: - | Inizio:- | 2024: 30,00 | 2023: 17,00 | 2022: 37,00 | 2021: 46,00 | 2020: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 6,36 | 3 Sharpe Ratio: -0,26 | 5 Correlazione: 71,69 | Beta: 0,62 | Alfa: 1,47 | Tracking error: 3,95 | Info Ratio: 0,77 |