Franklin Emerging Market Corporate Debt Fund I acc USD

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

ISIN: LU2115462470

Categoria Morningstar: Global Emerging Markets Corporate Bond

Empresa: Franklin Templeton

The Fund's objective is to achieve income yield and long-term capital appreciation. The Fund seeks to achieve its investment objective by investing primarily in fixed and floating rate debt securities and debt obligations of any maturity or credit quality (which may include predominantly or even, exclusively, non-investment grade, low-rated and/or unrated securities), of (i) corporate issuers and (ii) government-related issuers (including but not limited to companies majoritarily owned by national or local governments or international organisations which are supported by several governments, including national and international development banks), which are located in emerging market countries and/or deriving a significant proportion of their economic activity from developing or emerging countries. The Fund may also invest in Money Market Instruments.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 12,76 3 anos: 4,74 5 anos: 4,45 Início: 6,28 2024: 6,85 2023: 7,09 2022: -3,46 2021: 8,87 2020: -0,14
Rentabilidade anual: Categoria 1 ano: 10,47 3 anos: 1,27 5 anos: 2,12 Início: - 2024: 6,51 2023: 3,93 2022: -8,49 2021: 6,50 2020: -1,74
Rentabilidade anual: Percentil 1 ano: 19,00 3 anos: 7,00 5 anos: 8,00 Início:- 2024: 21,00 2023: 10,00 2022: 12,00 2021: 12,00 2020: 23,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: - 3 Rácio de Sharpe: - 5 Correlação: 93,32 Beta: 0,80 Alfa: 2,40 Tracking error: 2,97 Rácio de informação: 1,16
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Corporate Bond. Data: 2024-06-20
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Corporate Bond. Data: 2024-06-20