CS Investment Funds 2 - UBS (Lux) CommodityAllocation Fund EB USD

ISIN: LU0496466078

Categoria Morningstar: Commodities - Broad Basket

Empresa: Credit Suisse AM

The objective of the Subfund is to achieve the highest possible return in US dollars primarily by participating in the development of the international markets (commodity, product, natural resources and precious metals segments) while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets. This Subfund aims to outperform the return of the Bloomberg Commodity Index (TR) benchmark. The Subfund is actively managed. The benchmark is used as a reference point for portfolio construction. The majority of the Subfund’s exposures will not necessarily refer to or have weightings derived from the benchmark. The Investment Manager will use its discretion to significantly deviate the weighting of certain components of the benchmark and to significantly invest in sectors not included in the benchmark in order to take advantage of specific investment opportunities.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 0,47 3 anos: 7,75 5 anos: 7,54 Início: 0,19 2024: 4,12 2023: -12,15 2022: 22,06 2021: 37,61 2020: -8,68
Rentabilidade anual: Categoria 1 ano: 1,91 3 anos: 2,92 5 anos: 5,15 Início: - 2024: 3,46 2023: -6,92 2022: 14,71 2021: 30,18 2020: -5,69
Rentabilidade anual: Percentil 1 ano: 56,00 3 anos: 39,00 5 anos: 36,00 Início:- 2024: 34,00 2023: 86,00 2022: 31,00 2021: 24,00 2020: 69,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: - 3 Rácio de Sharpe: - 5 Correlação: - Beta: - Alfa: - Tracking error: - Rácio de informação: -
Fonte: Morningstar. Dados em euros. Categoria: Commodities - Broad Basket. Data: 2024-07-19
Fonte: Morningstar. Dados em euros. Categoria: Commodities - Broad Basket. Data: 2024-07-19