Amundi Funds - Global Subordinated Bond I2 EUR (C)

Qualification
Motivo do Rating:
  • -Dinheiro investido por investidores locais

ISIN: LU1883334515

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 2022 2021 2020 2019 2018
Rentabilidade anual: Fundo 1 ano: -10,30 3 anos: 0,36 5 anos: 1,56 Início: 3,24 2022: -9,86 2021: 3,40 2020: 4,04 2019: 13,47 2018: -4,81
Rentabilidade anual: Categoria 1 ano: -10,46 3 anos: -0,41 5 anos: 0,46 Início: - 2022: -9,51 2021: 2,14 2020: 2,74 2019: 12,16 2018: -5,60
Rentabilidade anual: Percentil 1 ano: 61,00 3 anos: 40,00 5 anos: 25,00 Início:- 2022: 67,00 2021: 26,00 2020: 28,00 2019: 27,00 2018: 34,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 12,00 3 Rácio de Sharpe: 0,09 5 Correlação: 96,65 Beta: 1,35 Alfa: 2,15 Tracking error: 4,32 Rácio de informação: 0,34
Fonte: Morningstar. Dados em euros. Categoria: EUR Subordinated Bond. Data: 2022-08-17
Fonte: Morningstar. Dados em euros. Categoria: EUR Subordinated Bond. Data: 2022-08-17