Evli Emerging Frontier B

Qualification
Motivo del rating:
  • -Buena relación rentabilidad/riesgo

ISIN: FI4000066915

Categoría Morningstar: Global Emerging Markets Small/Mid-Cap Equity

Empresa: Evli

Evli Emerging Frontier Fund is an equity fund that invests its assets in the equities and equity-linked securities of companies operating in the emerging markets and in the frontier markets of the emerging economies. The fund’s geographical investment coverage consists of emerging economies or markets in Asia, Africa, Central Asia, the Middle East and Latin America. The fund may invest in derivatives contracts both for hedging purposes and as part of its investment strategy. The fund’s investment strategy is active and is based on stock selection. Investments are made in consumer-focused companies with growing cash flow and low market valuations. The strategy’s target markets are generally less known and less accessible for investors, while their economic growth is forecast to outperform that of the developed economies. This offers investors good diversification and an opportunity for high return.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 19,51 3 años: 10,09 5 años: 14,34 Inicio: 10,89 2024: 15,06 2023: 9,36 2022: -5,18 2021: 33,04 2020: 20,06
Rentabilidad anual: Categoría 1 año: 8,85 3 años: -1,21 5 años: 7,02 Inicio: - 2024: 3,33 2023: 19,39 2022: -20,76 2021: 13,91 2020: 16,40
Rentabilidad anual: Percentil 1 año: 7,00 3 años: 10,00 5 años: 2,00 Inicio:- 2024: 10,00 2023: 86,00 2022: 5,00 2021: 8,00 2020: 8,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: - 3 Ratio Sharpe: - 5 Correlación: 68,58 Beta: 0,67 Alfa: 5,99 Tracking error: 11,84 Info Ratio: 0,62
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Small/Mid-Cap Equity. Fecha: 2024-07-22
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Small/Mid-Cap Equity. Fecha: 2024-07-22