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Eurizon AM Sicav Obiettivo Equilbrio R - LU1647147138
Obiettivo di investimento dichiarato
The sub-fund is a balanced fund. The sub-fund will invest directly or indirectly in the following financial instruments designed to gain exposure to: 1) debt securities issued by sovereign or other issuers such as Government bond or bond guaranteed by a State, deposits, certificates of deposit, “Agencies” (securities issued government-sponsored entities), corporate bonds, and money market instruments in general (up to 70% of its net assets). The sub-fund may invest up to 10% of its net assets in debt securities “sub-investment grade”. The average financial duration (duration) of this component does not exceed 10 years. 2) stocks and other securities representative of the risk capital (up to 70% of its net assets).
Anagrafica e indicatori
| ISIN: LU1647147138 | Benchmark dichiarato: 25% BofAML Euro Large Cap TR EUR, 15% BofAML Global Goverment ex Euro, 25% EURO STOXX NR EUR, 10% ICE BofA EUR Trsy Bill TR EUR, 25% MSCI ACWI Ex EMU NR USD |
| Prezzo/Nav al 31/07/2026: 7,03 EUR | Benchmark Morningstar: Morningstar EU Agg Gbl Tgt Alloc NR EUR |
| Investimento minimo: 100,00 EUR | Società di Gestione: Eurizon |
| Categoria Morningstar: Bilanciati Aggressivi EUR - Globali | Valuta: EUR |
Commissioni
| Commissioni | Da prospetto |
|---|---|
| Commissione di ingresso massima | 4,00% |
| Commissione di uscita massima | 0,00% |
| Commissione di gestione | 1,63% |
| Commissione di performance | SI |
Rating e rischio
ESG
| Il prodotto tiene conto dei fattori di sostenibilità? SI |
Rendimenti
| Rendimenti | Fondo | Categoria |
|---|---|---|
| Rendimento YTD % | 5,95% | 8,28% |
| Rendimento 1 anno % | 9,79% | 15,17% |
| Rendimento 3 anni % | 6,69% | 11,25% |
| Rendimento 5 anni % | 2,93% | 5,73% |
| Rendimento 10 anni % | ND | 6,62% |
Visualizzazione documentazione offerta
Fondi acquistabili
Il fondo Eurizon AM Sicav Obiettivo Equilbrio R al momento non è acquistabile su FondiOnline.it. Puoi sottoscrivere in alternativa i seguenti fondi di Eurizon.
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- Eurizon Global Bond LTE RH Acc - LU0114016941
- Eurizon Global Multi Credit ED EUR Dis - LU2875188547
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- Eurizon Global Multi Credit RD EUR Dis - LU2870209884
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- Eurizon Global Bond Infl Lnkd R EUR Acc - LU2461239266
- Eurizon Bond USD Short Term LTE R Acc - LU0097116601
- Eurizon Bond USD LTE R Acc - LU0090978569
- Eurizon Bond USD LTE RH Acc - LU0114031668
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- Eurizon Bond GBP LTE R Acc - LU0090978999
- Eurizon Bond GBP LTE RH Acc - LU0114030777
Le informazioni su Fondi Comuni di Investimento, Sicav e Fondi Pensione Aperti messe a disposizione sul Sito sono di esclusiva proprietà di Morningstar Italy S.r.l. (http://www.morningstar.it/it/). Innofin non è pertanto in alcun modo responsabile della veridicità, completezza e aggiornamento delle Informazioni.
