Amundi Funds - Global Subordinated Bond I2 EUR (C)

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU1883334515

Categoria Morningstar: EUR Subordinated Bond

Società: 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.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 17,46 3 anni: -0,19 5 anni: 2,37 Inizio: 3,60 2024: 7,00 2023: 7,46 2022: -14,86 2021: 3,40 2020: 4,04
Rendimento annuo: Categoria 1 anno: 11,24 3 anni: -0,67 5 anni: 1,66 Inizio: - 2024: 2,61 2023: 8,49 2022: -12,10 2021: 2,14 2020: 2,74
Rendimento annuo: Percentile 1 anno: 6,00 3 anni: 38,00 5 anni: 30,00 Inizio:- 2024: 1,00 2023: 75,00 2022: 77,00 2021: 26,00 2020: 28,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,79 3 Sharpe Ratio: -0,05 5 Correlazione: 87,01 Beta: 1,17 Alfa: 1,74 Tracking error: 4,90 Info Ratio: 0,25
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: EUR Subordinated Bond. Data: 2024-04-24