Posizionamento dei fondi    * Performance a 3 anni annualizzate

Posizionamento dei fondi  visualizza pdf Indice di categoria: IND_Obb. Convertibili Performance aggiornate al 07/05/2025.   Rating CFS Performance Sharpe Fondo   YTD 1 anno 3 anni 5 anni Schroder ISF Asian Convertible Bond C Acc -0.78 6.00 0.06 0.47 Schroder ISF Asian Convertible Bond A Acc -0.99 5.33 -0.01 0.40 Schroder ISF Asian Convertible Bond A1 Acc -1.15 4.90 -0.06 0.36 Schroder ISF Asian Convertible Bond B Acc -1.17 4.81 -0.07 0.35 Franklin Global Convertible Securities Fund A(Ydis) EUR -7.07 6.26 0.04 0.61 Franklin Global Convertible Securities Fund A(acc) EUR -7.03 6.26 0.04 0.61 Franklin Global Convertible Securities Fund A(acc) USD -6.70 6.37 0.02 0.60 JPM Global Convertibles Conservative A (acc) EUR (hedged) 2.56 5.17 -0.33 Amundi Global Convertible Bond G EUR (C) 2.82 7.39 -0.15 0.13 Morgan Stanley IF Global Convertible Bond A -5.56 2.93 -0.08 0.51 M&G (Lux) Global Convertibles USD A-H Acc -4.65 3.52 -0.13 0.33 Franklin Global Convertible Securities Fund N(acc) EUR -7.27 5.45 -0.03 0.53 M&G (Lux) Global Convertibles USD A-H Dis -4.65 3.51 -0.14 0.31 JPM Global Convertibles Conservative D (acc) EUR (hedged) 2.38 4.66 -0.43 Franklin Global Convertible Securities Fund N(acc) USD -6.99 5.60 -0.05 0.53 M&G (Lux) Global Convertibles EUR A Acc -3.11 4.21 -0.17 0.25 Amundi European Convertible Bond G EUR (C) 3.23 4.07 -0.18 -0.15 Schroder ISF Global Sustainable Convertible Bond A Acc 3.79 9.12 -0.19 0.02 JPM Global Convertibles Conservative A (acc) USD -4.69 2.47 -0.28 0.26 Schroder ISF Global Sustainable Convertible Bond A 3.79 9.13 -0.20 Amundi European Convertible Bond F EUR (C) 3.14 3.78 -0.21 -0.19 JPM Global Convertibles Conservative A (div) EUR (hedged) 1.78 4.38 -0.51 M&G (Lux) Global Convertibles EUR B Dis -3.20 3.78 -0.23 0.18 M&G (Lux) Global Convertibles EUR B Acc -3.28 3.69 -0.24 0.18 JPM Global Convertibles Conservative D (acc) USD -4.86 1.96 -0.35 0.19 CONVERTINVEST All-Cap Convertibles (S) VTA 2.19 5.24 -0.16 -0.04 Schroder ISF Global Sustainable Convertible Bond B Acc 3.61 8.58 -0.25 -0.04 M&G (Lux) Global Convertibles EUR A Dis -4.77 2.42 -0.23 0.19 JPM Global Convertibles Conservative D (div) EUR (hedged) 1.60 3.85 -0.61 Amundi European Convertible Bond F2 EUR (C) 3.07 3.61 -0.22 -0.20 CONVERTINVEST All-Cap Convertibles (R) VTA 1.92 4.46 -0.26 -0.13 Schroder ISF Global Convertible Bond A Acc -4.91 4.04 -0.35 0.08 Schroder ISF Global Convertible Bond A1 Acc -5.06 3.61 -0.39 0.04 Schroder ISF Global Convertible Bond C Dist -4.69 4.72 -0.28 0.16 Schroder ISF Global Convertible Bond C Acc -4.71 4.69 -0.28 0.16 Schroder ISF Global Convertible Bond B Acc -5.08 3.52 -0.40 0.03 CONVERTINVEST A.R.S. (R) A -5.32 4.56 -0.64 JPM Global Convertibles (eur) A (acc) EUR 2.67 3.55 -0.51 -0.03 JPM Global Convertibles (eur) A (dist) EUR 2.76 3.56 -0.52 -0.03 JPM Global Convertibles (eur) D (acc) EUR 2.57 3.07 -0.56 -0.07

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