Amundi Soluzioni Italia - Bilanciato Percorso Attivo (III) U EUR (C)

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

ISIN: LU2550903483

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, including small capitalisation companies, mainly based in Europe and North America; - debt and debt-related instruments, issued by both governmental and non-governmental issuers worldwide, which may be Investment Grade securities or sub-Investment Grade securities, including convertible bonds and bonds cum warrants. Investments in sub-Investment Grade securities and debt-related instruments are limited to 30% of the Sub-Fund’s assets; - 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: 12,20 3 anni: - 5 anni: - Inizio: 4,45 2024: 5,53 2023: 3,93 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: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Other Allocation. Data: 2024-10-02