HSBC Global Investment Funds - Global Emerging Markets Multi-Asset Income AM2
- -Boa relação risco e retorno
ISIN: LU1711226354
Categoria Morningstar: Global Emerging Markets Allocation
Empresa: HSBC Asset Management
ISIN: LU1711226354
Categoria Morningstar: Global Emerging Markets Allocation
Empresa: HSBC Asset Management
The sub-fund aims to provide income and moderate capital growth through an active asset allocation in a diversified portfolio of fixed income securities and equity securities, money market and cash instruments and other instruments in Emerging Markets. The sub-fund invests in normal market conditions a minimum of 90% of its net assets in or gains exposure to the following assets in Emerging Markets: - Fixed income and equity securities either directly, through financial derivative instruments, and/or through investments in UCITS and/or other Eligible UCIs. - Money market and cash instruments either directly, through financial derivative instruments, and/or through investments in UCITS and/or other Eligible UCIs. - Currency forwards and non-deliverable forwards linked to the currency of securities issued in Emerging Markets. - Other UCITS eligible asset classes.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: - | 3 anos: - | 5 anos: - | Início: - | 2024: - | 2023: 5,80 | 2022: -7,69 | 2021: 1,66 | 2020: -2,56 |
Rentabilidade anual: Categoria | 1 ano: - | 3 anos: - | 5 anos: - | Início: - | 2024: - | 2023: 4,83 | 2022: -14,57 | 2021: 4,65 | 2020: 1,54 |
Rentabilidade anual: Percentil | 1 ano: 79,00 | 3 anos: 24,00 | 5 anos: 52,00 | Início:- | 2024: 81,00 | 2023: 33,00 | 2022: 10,00 | 2021: 68,00 | 2020: 82,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 6,00 | 3 Rácio de Sharpe: -0,47 | 5 Correlação: 96,53 | Beta: 0,67 | Alfa: -0,97 | Tracking error: 5,52 | Rácio de informação: 0,21 |