Posizionamento dei fondi
   * Performance a 3 anni annualizzate
Posizionamento dei fondi  visualizza pdf
Indice di categoria: IND_Obb. Convertibili
Performance aggiornate al 30/04/2024.

  Rating CFS Performance Sharpe
Fondo   YTD 1 anno 3 anni 5 anni
Morgan Stanley IF Global Convertible Bond A 3.01 11.90 0.16 0.69
JPM Global Convertibles Conservative A (acc) USD 4.58 9.07 0.00 0.37
JPM Global Convertibles Conservative D (acc) USD 4.40 8.53 -0.08 0.30
Franklin Global Convertible Securities A (Ydis) EUR 3.33 8.54 0.03 0.69
Franklin Global Convertible Securities A (acc) USD 3.73 8.71 0.02 0.71
Franklin Global Convertible Securities A (acc) EUR 3.35 8.58 0.03 0.69
M&G (Lux) Global Convertibles USD A-H Acc 5.10 9.71 -0.05 0.44
M&G (Lux) Global Convertibles USD A-H Dis 5.08 9.67 -0.08 0.40
Schroder ISF Asian Convertible Bond A Acc 7.81 12.81 -0.25 0.37
Schroder ISF Asian Convertible Bond C Acc 8.05 13.55 -0.17 0.42
Franklin Global Convertible Securities N (acc) USD 3.45 7.92 -0.07 0.64
Schroder ISF Asian Convertible Bond A1 Acc 7.66 12.36 -0.31 0.33
Franklin Global Convertible Securities N (acc) EUR 3.11 7.74 -0.05 0.62
Schroder ISF Asian Convertible Bond B Acc 7.62 12.25 -0.33 0.32
M&G (Lux) Global Convertibles EUR A Acc 4.01 7.78 -0.27 0.34
M&G (Lux) Global Convertibles EUR A Dis 4.00 7.77 -0.27 0.33
M&G (Lux) Global Convertibles EUR B Acc 3.83 7.25 -0.33 0.28
M&G (Lux) Global Convertibles EUR B Dis 3.82 7.23 -0.33 0.28
Schroder ISF Global Convertible Bond A Acc 1.76 7.09 -0.39 0.29
Schroder ISF Global Convertible Bond A1 Acc 1.63 6.67 -0.43 0.25
Schroder ISF Global Convertible Bond B Acc 1.59 6.56 -0.44 0.24
Schroder ISF Global Convertible Bond C Acc 1.99 7.80 -0.31 0.36
Schroder ISF Global Convertible Bond C Dist 1.99 7.79 -0.31 0.32
M&G (Lux) Global Convertibles EUR A-H Acc 1.22 4.32 -0.58 0.12
M&G (Lux) Global Convertibles EUR A-H Dis 1.24 4.34 -0.59 0.12
CONVERTINVEST All-Cap Convertibles (S) VTA -2.08 2.95 -0.51 -0.10
M&G (Lux) Global Convertibles EUR B-H Acc 1.05 3.76 -0.65 0.06
M&G (Lux) Global Convertibles EUR B-H Dis 1.05 3.65 -0.65 0.06
CONVERTINVEST A.R.S. (R) A -6.76 -4.18 -1.24
CONVERTINVEST All-Cap Convertibles (R) VTA -2.33 2.18 -0.58 -0.17
Amundi Global Convertible Bond G EUR (C) -2.95 1.85 -0.74 0.09
Amundi European Convertible Bond G EUR (C) -1.71 0.20 -0.66 -0.22
Schroder ISF Global Sustainable Convertible Bond A Acc -1.99 2.36 -0.74 -0.06
Amundi European Convertible Bond F EUR (C) -1.82 -0.07 -0.69
Schroder ISF Global Sustainable Convertible Bond B Acc -2.16 1.85 -0.79
JPM Global Convertibles (eur) A (acc) EUR -1.19 2.67 -0.70 0.06
JPM Global Convertibles (eur) A (dist) EUR -1.22 2.59 -0.71 0.05
JPM Global Convertibles (eur) D (acc) EUR -1.37 2.09 -0.74 0.02
JPM Global Convertibles Conservative A (acc) EUR (hedged) 0.73 3.80
JPM Global Convertibles Conservative A (div) EUR (hedged) -0.35 2.69
JPM Global Convertibles Conservative D (acc) EUR (hedged) 0.55 3.28
JPM Global Convertibles Conservative D (div) EUR (hedged) -0.52 2.18
Schroder ISF Global Sustainable Convertible Bond A -1.98 2.37
Schroder ISF Global Sustainable Convertible Bond A 1.77 7.15
Schroder ISF Global Sustainable Convertible Bond A 1.78 7.55
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