CPR Invest Smart Trends A EUR Acc

Qualification
Motivo do Rating:
  • -Boa relação risco e retorno

ISIN: LU1989771529

Categoria Morningstar: EUR Cautious Allocation - Global

Empresa: Amundi

The Compartment’s objective seeks to achieve a positive return in all types of market conditions over a medium-term period (minimum of two years) through a discretionary and flexible management approach by exposing the Compartment to various international bond, money market and equity markets, either through direct investment or through investments in UCIs. The allocation of assets is built on the basis of the team's projections on the various markets and according to the level of risk presented by each asset class. The allocation is mainly made through an active selection of UCIs, and/or securities (bonds, money-market instruments, and equities). Investment vehicles incorporating an Environmental, Social and Governance (E, S, and G – or, when taken together, ESG) approach will be preferred and will permanently represent a majority of the Compartment’s net assets. The Management Company integrates the exclusion policy on tobacco and coal companies applied by Amundi.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 7,43 3 anos: 0,50 5 anos: 1,19 Início: 1,12 2024: 2,73 2023: 3,48 2022: -4,22 2021: 0,84 2020: 3,19
Rentabilidade anual: Categoria 1 ano: 10,81 3 anos: -0,11 5 anos: 1,39 Início: - 2024: 5,82 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rentabilidade anual: Percentil 1 ano: 82,00 3 anos: 41,00 5 anos: 53,00 Início:- 2024: 94,00 2023: 90,00 2022: 5,00 2021: 87,00 2020: 28,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 5,01 3 Rácio de Sharpe: -0,34 5 Correlação: 88,77 Beta: 0,70 Alfa: 0,19 Tracking error: 2,94 Rácio de informação: 0,36
Fonte: Morningstar. Dados em euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-11-07
Fonte: Morningstar. Dados em euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-11-07