Eurizon Fund - Bond Aggregate EUR Short Term Z EUR Accumulation

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

ISIN: LU2531440415

Categoria Morningstar: EUR Diversified Bond - Short Term

Società: Eurizon

To increase the value of your investment over time and to outperform short-term euro denominated bond markets (as measured by the benchmark). The fund mainly invests in a wide range of short-term investment grade corporate and government bonds. These investments are mainly denominated in euro and may be from anywhere in the world, including China and other emerging markets. 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: 4,08 3 anni: - 5 anni: - Inizio: 2,50 2025: 0,27 2024: 3,22 2023: 3,11 2022: - 2021: -
Rendimento annuo: Categoria 1 anno: 3,99 3 anni: 1,83 5 anni: 0,94 Inizio: - 2025: 0,36 2024: 3,83 2023: 4,21 2022: -4,66 2021: -0,48
Rendimento annuo: Percentile 1 anno: 23,00 3 anni: - 5 anni: - Inizio:- 2025: 17,00 2024: 74,00 2023: 84,00 2022: - 2021: -
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: EUR Diversified Bond - Short Term. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: EUR Diversified Bond - Short Term. Data: 2025-03-14