Interfund Equity Tactical Allocation EUR Acc

- -Patrimonio investito dagli investitori locali
ISIN: LU2676764884
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Fideuram ISPB Asset Management SGR
ISIN: LU2676764884
Categoria Morningstar: EUR Flexible Allocation - Global
Società: Fideuram ISPB Asset Management SGR
"expressed in EURO, seeks to achieve capital appreciation over the recommended holding period by investing primarily in a diversified portfolio of equity and equity related instruments (such as derivatives with equity as underlying, ETFs and mutual funds). The sub-fund is poised to take advantage of short-term market opportunities by shifting exposures based on short term market forecast or by taking a hedge against short term market risks. The sub-fund will invest in a wide range of equity, and financial derivative instruments that give exposure to equity as well as fixed income assets, with the aim of generating an absolute positive performance. The sub-fund has maximum flexibility to perform indirect investments through financial derivative instruments in a broad range of sectors and in any geographical region including emerging markets.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,17 | 3 anni: - | 5 anni: - | Inizio: 7,08 | 2025: 0,16 | 2024: 8,84 | 2023: - | 2022: - | 2021: - |
Rendimento annuo: Categoria | 1 anno: 5,90 | 3 anni: 3,20 | 5 anni: 7,10 | Inizio: - | 2025: -0,29 | 2024: 8,95 | 2023: 8,26 | 2022: -12,16 | 2021: 9,69 |
Rendimento annuo: Percentile | 1 anno: 55,00 | 3 anni: - | 5 anni: - | Inizio:- | 2025: 97,00 | 2024: 46,00 | 2023: - | 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: - |