The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by actively investing in a diversified portfolio of: 1. equity and equity-linked instruments, issued by any companies worldwide; 2. debt and debt-related instruments, issued by both governmental and non-governmental issuers worldwide, which may be Investment Grade or sub-Investment Grade securities, including convertible bonds and bonds cum warrants; 3. Money Market Instruments, Credit Institution Deposits for treasury purposes and/or in case of unfavourable market conditions.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 20,82 | 3 anni: 4,91 | 5 anni: - | Inizio: 4,90 | 2024: 9,24 | 2023: 13,04 | 2022: -8,53 | 2021: - | 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: 7,61 | 3 Sharpe Ratio: -0,21 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2024-03-27
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2024-03-27