Natixis AM Funds - Natixis Conservative Risk Parity I/A (EUR)
ISIN: LU0935227370
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: Natixis Investment Managers
ISIN: LU0935227370
Categoría Morningstar: EUR Cautious Allocation - Global
Empresa: Natixis Investment Managers
Based on a balance of risks among a wide range of asset classes, the Sub-Fund seeks a long-term capital growth and positive returns throughout economic and markets cycles over its recommended minimum investment period of 3 years. The Sub-Fund objective is to outperform by 4% (gross of fees) the daily capitalized €STR. The Sub-Fund is actively managed. For indicative purposes only, the Sub-Fund's performance may be compared to the Reference Index. However, it does not aim to replicate that Reference Index and may therefore significantly deviate from it.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 3,27 | 3 años: -1,62 | 5 años: -0,22 | Inicio: 1,48 | 2024: 0,58 | 2023: 3,47 | 2022: -9,81 | 2021: 0,90 | 2020: 1,47 |
Rentabilidad anual: Categoría | 1 año: 5,64 | 3 años: -0,83 | 5 años: 0,82 | Inicio: - | 2024: 0,71 | 2023: 6,34 | 2022: -10,93 | 2021: 3,85 | 2020: 1,53 |
Rentabilidad anual: Percentil | 1 año: 88,00 | 3 años: 73,00 | 5 años: 84,00 | Inicio:- | 2024: 68,00 | 2023: 90,00 | 2022: 36,00 | 2021: 86,00 | 2020: 55,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 5,50 | 3 Ratio Sharpe: -0,39 | 5 Correlación: 96,08 | Beta: 0,84 | Alfa: -0,53 | Tracking error: 1,80 | Info Ratio: -0,10 |