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Controlfida Delta UCITS D1 Retail Plus - IE00B95ZYC28
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: IE00B95ZYC28 | Benchmark dichiarato: 50% DJ US Total Stock Market TR USD, 50% S&P 500 TR USD |
| Prezzo/Nav al 23/12/2024: 18,89 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
| Investimento minimo: ND | 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 | ND |
| Commissione di gestione | 1,25% |
| Commissione di performance | ND |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 12,25% | 8,44% |
| Rendimento 1 anno % | 12,56% | 8,84% |
| Rendimento 3 anni % | 4,51% | 0,13% |
| Rendimento 5 anni % | 4,97% | 2,29% |
| Rendimento 10 anni % | 5,24% | 2,64% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Controlfida Delta UCITS D1 Retail Plus 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 EUR Acc - IE00BCZQ7T48
- Algebris Financial Income R GBP Acc - IE00BCZNX194
- 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
- AB Sustainable All Market A EUR - LU2211954693
- Allianz Better World Moderate AT EUR - LU2364421367
- Allianz Dyn MltAst Stgy SRI50 A EUR - LU1019989323
- Allianz Dyn MltAst Stgy SRI50 AQ EUR - LU1377963258
- Allianz Dyn MltAst Stgy SRI50 AT EUR - LU1093406186
- Allianz Dyn MltAst Stgy SRI50 CT EUR - LU1064047555
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- Capital Group EUR Bal G&I (LUX) Bd - LU2227290843
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- Etica Obiettivo Sociale RD - IT0005497745
- Eurizon AM Sicav Obiettivo Controllo R - LU1412705326
- Eurizon AM Sicav Social 4 Planet R - LU1785078186
- Eurizon Global Allocation R EUR Acc - LU2629378014
- Eurizon Manager Selection MS 40 - LU0256013359
- Global Multi Asset Thematic 60 A Acc EUR - LU2597975940
- Global Multi Asset Thematic 60 D Acc EUR - LU2861024763
- Global Multi Asset Thematic 60 E Acc EUR - LU2597976088
- Global Multi Asset Thematic 60 T Acc EUR - LU2547707526
- FvS Multi Asset Balanced ET - LU1245471054
- Franklin Diversified Bal A(acc)EUR - LU1147470170
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- Franklin Diversified Bal N(Ydis)EUR - LU1244551468
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- Generali Global Multi Asset Inc DY Inc - LU1357656435
- Generali Global Multi Asset Inc EX Acc - LU1357655890
- Generali Global Multi Asset Inc EY Inc - LU1357656518
- GS Gbl Flex MltAsst X Cap EUR - LU0809674384
- GS Gbl Flex MltAsst X Dis EUR - LU1087788144
- GS Patrimonial Balanced-X Cap EUR - LU0121216955
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- Invesco Global Income E EUR QD-GI - LU1097689795
- Invesco Global Income R EUR Acc - LU1642784844
- Invesco Global Income R EUR QD-GI - LU1097689878
- Invesco Global Income R USDH Acc - LU1642784760
- Invesco Sustainable Allc A Acc EUR - LU1701702372
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- Invesco Sustainable Glbl Inc A EUR Acc - LU2530422497
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- Invesco Sustainable Glbl Inc E EUR Acc - LU2708676346
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- Invesco Sustainable Glbl Inc R USD H Acc - LU2708676007
- JSS Sust Mlt-Asst Glbl Opp P CHFH acc - LU1111702079
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- JPM Global Income Sustainable D Acc EUR - LU2279691138
- JPM Global Income Sustainable D Inc EUR - LU2279691211
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- M&G (Lux) Sustainable Allc AH USD Inc - LU1900801611
- M&G (Lux) Sustainable Allc B EUR Acc - LU1900799880
- 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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- Schroder ISF Sust Fut Trnds B Acc EUR - LU2097342492
- Schroder ISF Sust M-A Inc A Acc EUR - LU2097343110
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- Symphonia Patrimonio Attivo - IT0000382603
- Symphonia Real Assets R EUR Inc - LU2307899240
- Symphonia Real Assets R1 EUR Acc - LU2279794965
- UBS (Lux) SF Bal Sust (EUR) CHF H P-acc - LU1271704360
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- UBS (Lux) SF Bal Sust (EUR) USD H P-4%md - LU1107510445
- UBS (Lux) SF Bal Sust (EUR) USD H P-acc - LU2820609738
- UniRak Nachhaltig A - LU0718558488
- UniRak Nachhaltig C - LU2338529535
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