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Eighty - Twenty B - IT0005364135
Obiettivo di investimento dichiarato
Investimento in titoli obbligazionari ed azionari di ogni tipo, nonché in ETF - non necessariamente denominati in euro - i cui portafogli siano compatibili con la politica di investimento del Fondo. La componente azionaria e quella obbligazionaria del portafoglio non possono essere, rispettivamente, inferiori al 20% del portafoglio complessivo, né superiori all’80% del portafoglio medesimo. Investimento contenuto in parti di oICr e in depositi bancari.
Anagrafica e indicatori
| ISIN: IT0005364135 | Benchmark dichiarato: ND |
| Prezzo/Nav al 20/12/2024: 7,15 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
| Investimento minimo: 100.000,00 EUR | Società di Gestione: Investitori |
| Categoria Morningstar: Bilanciati Flessibili EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 2,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 0,70% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 17,16% | 8,07% |
| Rendimento 1 anno % | 18,58% | 8,31% |
| Rendimento 3 anni % | 9,27% | 1,23% |
| Rendimento 5 anni % | 6,11% | 2,54% |
| Rendimento 10 anni % | ND | 2,61% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Eighty - Twenty B al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Flessibili EUR - Globali.
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