L&G UK Core Plus Bond Fund Z GBP Acc
ISIN: LU1003757884
Categoria Morningstar: GBP Diversified Bond
ISIN: LU1003757884
Categoria Morningstar: GBP Diversified Bond
The objective of the Fund is to provide a combination of growth and income above those of the Markit iBoxx Non-Gilt All Stocks Total Return Index, the “Benchmark Index”. The Fund aims to deliver this objective while maintaining a lower weighted average carbon intensity than the Benchmark Index. The Fund is actively managed and aims to outperform the Benchmark Index by 1.15% per annum. This objective is before the deduction of any charges and measured over rolling three year periods.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 9,87 | 3 anni: -3,03 | 5 anni: 0,77 | Inizio: 2,60 | 2024: 0,32 | 2023: 11,43 | 2022: -21,86 | 2021: 4,98 | 2020: 3,79 |
Rendimento annuo: Categoria | 1 anno: 6,90 | 3 anni: -3,82 | 5 anni: -0,82 | Inizio: - | 2024: -0,34 | 2023: 8,78 | 2022: -22,07 | 2021: 3,08 | 2020: 1,26 |
Rendimento annuo: Percentile | 1 anno: 11,00 | 3 anni: 42,00 | 5 anni: 14,00 | Inizio:- | 2024: 20,00 | 2023: 10,00 | 2022: 48,00 | 2021: 22,00 | 2020: 18,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: 93,17 | Beta: 0,84 | Alfa: 2,97 | Tracking error: 3,84 | Info Ratio: 1,12 |