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LUX IM ESG UBS Active Defender EX - LU1732793705
Obiettivo di investimento dichiarato
The investment objective of the Sub-fund is to provide mid-term capital growth with a moderate level of risk through an allocation based on a systematic multi-factor asset allocation process and tactical positioning depending on portfolio managers assessment of market conditions. The multi-factor asset allocation process consists of the investment manager’s ongoing assessment of a set of widely recognised indicators assembled and utilized in a systematic approach to portfolio construction. This ensures ongoing oversight and governance of the construction of the portfolio by the investment manager.
Anagrafica e indicatori
| ISIN: LU1732793705 | Benchmark dichiarato: ND |
| Prezzo/Nav al 22/11/2024: 110,06 EUR | Benchmark Morningstar: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
| Investimento minimo: ND | Società di Gestione: BG |
| Categoria Morningstar: Bilanciati Prudenti EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 0,00% |
| Commissione di uscita massima | ND |
| Commissione di gestione | 0,75% |
| Commissione di performance | SI |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? ND |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 6,60% | 6,35% |
| Rendimento 1 anno % | 10,15% | 10,19% |
| Rendimento 3 anni % | -0,73% | -0,06% |
| Rendimento 5 anni % | 0,63% | 1,49% |
| Rendimento 10 anni % | ND | 1,67% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo LUX IM ESG UBS Active Defender EX al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi per la categoria Bilanciati Prudenti EUR - Globali.
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