Eurizon AM Sicav Obiettivo Equilibrio I

ISIN: LU1412705599

Categoria Morningstar: EUR Aggressive Allocation - Global

Società: Eurizon

The sub-­fund is a balanced fund. The sub-­fund will invest directly or indirectly in the following financial instruments designed to gain exposure to: 1) debt securities issued by sovereign or other issuers such as Government bond or bond guaranteed by a State, deposits, certificates of deposit, “Agencies” (securities issued government-­sponsored entities), corporate bonds, and money market instruments in general (up to 70% of its net assets). The sub-­fund may invest up to 10% of its net assets in debt securities “sub-­investment grade”. The average financial duration (duration) of this component does not exceed 10 years. 2) stocks and other securities representative of the risk capital (up to 70% of its net assets).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: 10,46 3 anni: 2,09 5 anni: 5,01 Inizio: - 2024: 4,04 2023: 10,91 2022: -14,42 2021: 16,02 2020: 4,01
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: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data:
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: