AXA World Funds - ACT Emerging Markets Short Duration Bonds Low Carbon E Capitalisation EUR (Hedged)
ISIN: LU0800573007
Categoria Morningstar: Global Emerging Markets Bond - EUR Biased
Empresa: AXA Investment Managers
ISIN: LU0800573007
Categoria Morningstar: Global Emerging Markets Bond - EUR Biased
Empresa: AXA Investment Managers
To seek performance, in USD, from an actively managed short-duration emerging debt securities portfolio whose carbon footprint, measured as carbon intensity, is at least 30% lower than that of the index composed of 75% J. P. Morgan Corporate Emerging Market Bond Index Broad Diversified + 25% J. P. Morgan Emerging Market Bond Index Global Diversified (the “Benchmark”). As a secondary ‘extra-financial objective’, the water intensity of the portfolio aims also at being at least 30% lower than the Benchmark. The Sub-Fund’s objective to invest in low er carbon emissions-intensive exposures than the Benchmark is not performed in view of achieving the long-term global warming objectives of the Paris Agreement.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 4,31 | 3 anos: -5,03 | 5 anos: -2,57 | Início: -0,24 | 2024: 1,15 | 2023: 2,72 | 2022: -15,21 | 2021: -3,81 | 2020: 1,51 |
Rentabilidade anual: Categoria | 1 ano: 8,39 | 3 anos: -3,67 | 5 anos: -1,09 | Início: - | 2024: 0,20 | 2023: 8,51 | 2022: -17,21 | 2021: -3,50 | 2020: 3,35 |
Rentabilidade anual: Percentil | 1 ano: 89,00 | 3 anos: 88,00 | 5 anos: 90,00 | Início:- | 2024: 50,00 | 2023: 98,00 | 2022: 27,00 | 2021: 62,00 | 2020: 78,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 5,73 | 3 Rácio de Sharpe: -1,07 | 5 Correlação: 81,44 | Beta: 0,42 | Alfa: -3,99 | Tracking error: 7,01 | Rácio de informação: -0,13 |