BNY Mellon Global Leaders Fund GBP E Acc
- -Buena relación rentabilidad/riesgo
ISIN: IE00BYQQPX78
Categoría Morningstar: Global Large-Cap Growth Equity
Empresa: BNY Mellon Investment Management
ISIN: IE00BYQQPX78
Categoría Morningstar: Global Large-Cap Growth Equity
Empresa: BNY Mellon Investment Management
The Sub-Fund aims to achieve long-term capital growth. The Sub-Fund invests primarily (meaning at least three-quarters of the Sub-Fund's Net Asset Value) in equity and equity-related securities (common and preferred stock, American depositary receipts and global depository receipts, securities convertible into or exchangeable for such equities) issued by large-capitalisation companies located worldwide. Large-capitalisation companies typically refer to companies with a market capitalisation value of more than US$10 billion at the time of purchase, however the minimum market capitalisation threshold for the Sub-Fund is at the discretion of the Investment Manager.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 15,59 | 3 años: 7,62 | 5 años: 11,46 | Inicio: 12,05 | 2024: 6,92 | 2023: 18,63 | 2022: -17,10 | 2021: 28,95 | 2020: 14,31 |
Rentabilidad anual: Categoría | 1 año: 18,50 | 3 años: 3,17 | 5 años: 8,98 | Inicio: - | 2024: 6,02 | 2023: 18,79 | 2022: -22,48 | 2021: 22,14 | 2020: 17,10 |
Rentabilidad anual: Percentil | 1 año: 68,00 | 3 años: 15,00 | 5 años: 20,00 | Inicio:- | 2024: 41,00 | 2023: 47,00 | 2022: 23,00 | 2021: 21,00 | 2020: 48,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 15,50 | 3 Ratio Sharpe: 0,26 | 5 Correlación: 96,72 | Beta: 0,95 | Alfa: 1,56 | Tracking error: 4,84 | Info Ratio: 0,31 |