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LUX IM PIMCO Global Risk Allc DX - LU1881777780
Obiettivo di investimento dichiarato
The investment objective of the Sub-fund is to provide capital appreciation over the medium to long term and, at the same time, limit the downside in case of negative performance through a flexible exposure to multiple asset classes depending on the investment manager’s ongoing assessment of the recent portfolio performance and market volatility. The Sub-fund will seek to achieve its investment objective by obtaining direct and/or indirect exposure to primarily global fixed income and equity instruments as well as money market instruments. In order to achieve its investment objective, the portfolio will be based on the principle of diversification across a broad range of global fixed income sectors such as government bonds, investment grade and high-yield corporate bonds, emerging markets bonds and structured credit. The equity allocation will provide exposure to major equity indexes dealt on Regulated Markets.
Anagrafica e indicatori
ISIN: LU1881777780 | Benchmark dichiarato: ND |
Prezzo/Nav al 22/11/2024: 106,17 EUR | Benchmark Morningstar: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Investimento minimo: ND | Società di Gestione: BG |
Categoria Morningstar: Bilanciati Moderati EUR - Globali | Valuta: EUR |
Commissioni
Commissioni | Da prospetto |
---|---|
Commissione di ingresso massima | ND |
Commissione di uscita massima | ND |
Commissione di gestione | 1,80% |
Commissione di performance | SI |
Rating e rischio
ESG
Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
Rendimenti | Fondo | Categoria |
---|---|---|
Rendimento YTD % | 6,54% | 9,53% |
Rendimento 1 anno % | 11,29% | 13,86% |
Rendimento 3 anni % | -1,68% | 0,58% |
Rendimento 5 anni % | 0,49% | 3,24% |
Rendimento 10 anni % | ND | 3,27% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo LUX IM PIMCO Global Risk Allc DX 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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