Robeco QI Emerging Markets Enhanced Index Equities I $

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

ISIN: LU0746585719

Categoría Morningstar: Global Emerging Markets Equity

Empresa: Robeco

The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies incorporated or exercising a preponderant part of their economic activities in Emerging Countries. The Sub-fund is actively managed. The Sub-fund uses a quantitative stock selection strategy which ranks stocks on their expected future relative performance using three factors: a strategy focusing on stocks with an attractive valuation (Value); a strategy focusing on stocks of companies with a medium term attractive performance trend (Momentum); and a strategy focusing on high quality equities, e.g. equity of companies with strong balance sheets and high profitability (Quality).

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 26,64 3 años: 6,02 5 años: 8,38 Inicio: 6,15 2024: 20,70 2023: 11,80 2022: -13,55 2021: 9,59 2020: 7,21
Rentabilidad anual: Categoría 1 año: 17,18 3 años: 0,25 5 años: 4,70 Inicio: - 2024: 13,46 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rentabilidad anual: Percentil 1 año: 3,00 3 años: 10,00 5 años: 6,00 Inicio:- 2024: 6,00 2023: 12,00 2022: 22,00 2021: 22,00 2020: 55,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: - 3 Ratio Sharpe: - 5 Correlación: 99,30 Beta: 1,01 Alfa: 2,73 Tracking error: 2,02 Info Ratio: 1,35
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-10-01
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-10-01