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LUX IM Impact Active Glb Allc EX - LU1881784133
Obiettivo di investimento dichiarato
The objective of the Sub-fund is to provide total return, through a flexible combination of capital growth and income, over the medium to long term. The Sub-fund will achieve its objective by mainly investing in a diversified portfolio of eligible transferable securities granting exposure to equity, bond and commodity markets. The overall sub-fund’s exposure to each single market/asset class will be adjusted depending on a combination of the investment manager’s assessment and expectations of market trends with fundamental analysis and potential for growth of target issuers. The equity exposure may also be adjusted through the use of financial derivative instruments (“FDIs”) such as listed futures and options on eligible indices. Investments in transferable securities will at any time comply with the eligibility criteria stated in the UCI Law and in the Grand-Ducal Regulation of February 8, 2008, as amended from time to time, relating to certain definitions of the UCI Law.
Anagrafica e indicatori
ISIN: LU1881784133 | Benchmark dichiarato: ND |
Prezzo/Nav al 22/11/2024: 113,18 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Investimento minimo: ND | Società di Gestione: BG |
Categoria Morningstar: Bilanciati Flessibili EUR - Globali | Valuta: EUR |
Commissioni
Commissioni | Da prospetto |
---|---|
Commissione di ingresso massima | ND |
Commissione di uscita massima | ND |
Commissione di gestione | 0,95% |
Commissione di performance | SI |
Rating e rischio
ESG
Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
Rendimenti | Fondo | Categoria |
---|---|---|
Rendimento YTD % | 5,11% | 10,03% |
Rendimento 1 anno % | 6,61% | 14,01% |
Rendimento 3 anni % | 2,39% | 1,01% |
Rendimento 5 anni % | 2,44% | 3,71% |
Rendimento 10 anni % | ND | 3,37% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo LUX IM Impact Active Glb Allc EX 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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