Amundi Soluzioni Italia - Bilanciato Percorso Attivo E EUR C

ISIN: LU2474780785

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: 375 - equity and equity-linked instruments, issued by any companies, including small capitalisation companies, mainly based in Europe and North America; - debt and debt-related instruments, issued by both governmental and nongovernmental issuers worldwide, which may be Investment Grade securities or sub-Investment Grade securities (up to 30% of its assets), 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 may invest in Emerging Markets securities up to 10%. The Sub-Fund may seek exposure to commodities up to 15% of its assets and may invest up to 10% in convertible bonds and contingent convertible bonds.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,40 3 anni: - 5 anni: - Inizio: 2,19 2024: 2,97 2023: 6,12 2022: - 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: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2024-05-16
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2024-05-16