PGIM Quant Solutions Emerging Markets Equity Fund I USD Accumulation

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

ISIN: IE00BYQ65K41

Categoría Morningstar: Global Emerging Markets Equity

Empresa: PGIM Investments

The investment objective of the Fund is long term capital appreciation. The Fund seeks to achieve its objective through investments in equities and equity related securities of firms listed, headquartered, domiciled or incorporated in the Emerging Markets (which are primarily listed or traded on Recognised Markets). The Sub-Investment Manager uses an actively managed and disciplined approach that looks to consistently capture returns. The stock selection process utilizes fundamental factors such as valuation, growth, momentum and quality to evaluate stocks. The Sub-Investment Manager constructs a portfolio that seeks to maximize the Fund's investment in the most attractive stocks identified by the process subject to risk constraints. The Fund will seek to be well diversified, without particular focus on any one industry, sector or geographical location. The Fund will invest in securities of issuers across the market capitalization spectrum.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 23,45 3 años: 2,94 5 años: 6,19 Inicio: 5,56 2024: 7,50 2023: 13,82 2022: -11,25 2021: 13,32 2020: 4,73
Rentabilidad anual: Categoría 1 año: 15,21 3 años: -2,57 5 años: 2,84 Inicio: - 2024: 5,34 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rentabilidad anual: Percentil 1 año: 9,00 3 años: 9,00 5 años: 8,00 Inicio:- 2024: 37,00 2023: 8,00 2022: 14,00 2021: 11,00 2020: 69,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 12,90 3 Ratio Sharpe: -0,14 5 Correlación: 97,78 Beta: 0,98 Alfa: 3,88 Tracking error: 3,54 Info Ratio: 1,11
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-04-29
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-04-29