Amundi Funds - Global Subordinated Bond A EUR (C)

ISIN: LU1883334275

Categoria Morningstar: EUR Subordinated Bond

Empresa: Amundi

This Sub-Fund seeks to provide income and secondarily, to increase the value of your investment over the recommended holding period. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in a broad range of subordinated securities from corporate issuers anywhere in the world. The Sub-Fund’s investments may include, but are not limited to, subordinated bonds, senior bonds, preferred securities, convertible securities such as corporate hybrid bonds and (up to 50% of its assets) contingent convertible bonds. The Sub-Fund may invest up to 75% of its assets in securities issued by financial companies. The Sub-Fund may invest in Investment or Sub-investment grade bonds. The Sub-Fund may invest up to 10% of its assets in UCIs and UCITS.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 18,46 3 anos: -0,34 5 anos: 1,98 Início: 2,87 2024: 8,63 2023: 6,64 2022: -15,58 2021: 2,56 2020: 3,16
Rentabilidade anual: Categoria 1 ano: 12,46 3 anos: -0,16 5 anos: 1,99 Início: - 2024: 3,72 2023: 8,49 2022: -12,10 2021: 2,14 2020: 2,74
Rentabilidade anual: Percentil 1 ano: 8,00 3 anos: 68,00 5 anos: 62,00 Início:- 2024: 2,00 2023: 85,00 2022: 84,00 2021: 39,00 2020: 40,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 9,73 3 Rácio de Sharpe: -0,20 5 Correlação: 87,46 Beta: 1,17 Alfa: 0,68 Tracking error: 4,80 Rácio de informação: 0,02
Fonte: Morningstar. Dados em euros. Categoria: EUR Subordinated Bond. Data: 2024-05-17
Fonte: Morningstar. Dados em euros. Categoria: EUR Subordinated Bond. Data: 2024-05-17