Threadneedle (Lux) – European Select Class IE (EUR Accumulation Shares)

Qualification

ISIN: LU0713328374

Categoría Morningstar: Europe ex-UK Equity

Empresa: Columbia Threadneedle Investments

The fund seeks to achieve capital appreciation by investing principally in the equity securities of companies domiciled in Continental Europe or which have significant Continental European operations. These may include large, medium and smaller companies. There will be no particular specialisation. The select investment approach means that the Portfolio has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. The Portfolio may further invest in other securities (including fixed income securities, other equities and Money Market Instruments). The Portfolio is actively managed in reference to the FTSE World Europe ex UK Index. The index is broadly representative of the companies in which the Portfolio invests, and provides a suitable target benchmark against which Portfolio performance will be measured and evaluated over time.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 34,39 3 años: 13,03 5 años: 12,84 Inicio: 9,34 2021: 15,12 2020: 9,40 2019: 33,76 2018: -11,14 2017: 14,92
Rentabilidad anual: Categoría 1 año: 33,33 3 años: 8,96 5 años: 10,91 Inicio: - 2021: 16,61 2020: 3,53 2019: 26,33 2018: -12,73 2017: 12,44
Rentabilidad anual: Percentil 1 año: 71,00 3 años: 7,00 5 años: 14,00 Inicio:- 2021: 72,00 2020: 15,00 2019: 11,00 2018: 33,00 2017: 19,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 14,82 3 Ratio Sharpe: 0,93 5 Correlación: 94,84 Beta: 0,84 Alfa: 4,59 Tracking error: 5,44 Info Ratio: 0,63
Fuente: Morningstar. Datos en euros. Categoría: Europe ex-UK Equity. Fecha: 2021-06-15
Fuente: Morningstar. Datos en euros. Categoría: Europe ex-UK Equity. Fecha: 2021-06-15