Eurizon Fund - Securitized Bond Fund Class Unit ZD EUR Income

ISIN: LU1393925232

Categoria Morningstar: Other Bond

Società: Eurizon

To increase the value of your investment over time. The fund seeks, but does not guarantee, to limit the maximum monthly loss to -3.36%, with a 99% probability. In actively managing the fund, the investment manager combines macroeconomic and microeconomic analysis with detailed analysis of individual securities using proprietary tools (top-down and bottom-up approach). The investment manager also seeks to consistently achieve a positive return through high diversification. The fund is designed without reference to a benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,02 3 anni: 2,06 5 anni: 1,38 Inizio: 0,96 2024: 1,50 2023: 7,83 2022: -3,47 2021: 1,37 2020: -0,54
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 2,47 3 Sharpe Ratio: -0,44 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Bond. Data: 2024-04-17
Fonte: Morningstar. Dati in euros. Categoria: Other Bond. Data: 2024-04-17