Nedgroup Investments Global Flexible Fund A USD Accumulation
- -Buena relación rentabilidad/riesgo
ISIN: IE00BKXGFK90
Categoría Morningstar: USD Flexible Allocation
Empresa:
ISIN: IE00BKXGFK90
Categoría Morningstar: USD Flexible Allocation
Empresa:
The Sub-Fund’s objective will be to provide investors with long term capital growth. In order to pursue its objective the Sub-Fund will employ an active management approach and may invest in equity securities which will primarily be common stocks and other securities with equity characteristics, comprising preferred stocks, warrants and rights (which are issued by a company to allow holders to subscribe for additional securities issued by that company), as well as depository receipts (such as ADRs, EDRs and GDRs) for such securities and bonds convertible into such equity securities.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 13,76 | 3 años: 6,83 | 5 años: 8,42 | Inicio: 8,18 | 2024: 10,86 | 2023: 13,92 | 2022: -6,24 | 2021: 21,51 | 2020: 0,45 |
Rentabilidad anual: Categoría | 1 año: 8,99 | 3 años: 3,59 | 5 años: 4,22 | Inicio: - | 2024: 7,95 | 2023: 6,81 | 2022: -7,66 | 2021: 16,06 | 2020: -1,59 |
Rentabilidad anual: Percentil | 1 año: 32,00 | 3 años: 11,00 | 5 años: 10,00 | Inicio:- | 2024: 24,00 | 2023: 10,00 | 2022: 36,00 | 2021: 8,00 | 2020: 36,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 9,49 | 3 Ratio Sharpe: 0,15 | 5 Correlación: 95,89 | Beta: 1,15 | Alfa: 1,80 | Tracking error: 3,78 | Info Ratio: 0,46 |