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Controlfida Delta UCITS - IE00B5LGG149
Obiettivo di investimento dichiarato
Fondo azionario globale a volatilità relativa ridotta: l’obiettivo del fondo è di raggiungere il 100% della performance positiva del benckmark di riferimento (50%S&P500 e 50% Stoxx Europe 50) mentre, al tempo stesso, limitare le perdite in caso di mercati negativi. Al fine di raggiungere l’obiettivo, il fondo investe solo in indici azionari, strumenti azionari derivati quotati e large-cap così come titoli obbligazionari e strumenti del mercato monetario.
Anagrafica e indicatori
| ISIN: IE00B5LGG149 | Benchmark dichiarato: 50% DJ US Total Stock Market TR USD, 50% S&P 500 TR USD |
| Prezzo/Nav al 23/12/2024: 25,96 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
| Investimento minimo: 0,00 EUR | Società di Gestione: Bridge Fund |
| Categoria Morningstar: Bilanciati Moderati EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | 0,00% |
| Commissione di gestione | 1,00% |
| Commissione di performance | SI |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 12,52% | 8,44% |
| Rendimento 1 anno % | 12,84% | 8,84% |
| Rendimento 3 anni % | 4,77% | 0,13% |
| Rendimento 5 anni % | 5,23% | 2,29% |
| Rendimento 10 anni % | 5,49% | 2,64% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Controlfida Delta UCITS al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Moderati EUR - Globali.
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- Algebris Financial Income R USD Acc - IE00BCZNXN11
- Algebris Financial Income RD CHF Inc - IE00BD3D0179
- Algebris Financial Income RD EUR Inc - IE00BCZNX202
- Algebris Financial Income RD GBP Inc - IE00BCZNX319
- Algebris Financial Income RD USD Inc - IE00BCZNX426
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- Allianz Better World Moderate AT EUR - LU2364421367
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- Allianz Dyn MltAst Stgy SRI50 AT EUR - LU1093406186
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- Eurizon AM Sicav Obiettivo Controllo R - LU1412705326
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- Eurizon Global Allocation R EUR Acc - LU2629378014
- Eurizon Manager Selection MS 40 - LU0256013359
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- Global Multi Asset Thematic 60 D Acc EUR - LU2861024763
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- Global Multi Asset Thematic 60 T Acc EUR - LU2547707526
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- Franklin Diversified Bal A(acc)EUR - LU1147470170
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- JSS Sust Mlt-Asst Glbl Opp P CHFH acc - LU1111702079
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- M&G (Lux) Sustainable Allc B EUR Inc - LU1900799963
- Mediobanca Global Multimanager 35 C - IT0005342511
- Mediobanca Global Multimanager 35 CD - IT0005342578
- Mediobanca Global Multimanager 35 G - IT0005342552
- Mediobanca Global Multimanager 35 GD - IT0005342594
- Mediobanca Global Multimanager 35 T - IT0005542003
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- UBS (Lux) SF Bal Sust (EUR) CHF H P-acc - LU1271704360
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- UBS (Lux) SF Bal Sust (EUR) USD H P-acc - LU2820609738
- UniRak Nachhaltig A - LU0718558488
- UniRak Nachhaltig C - LU2338529535
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