RBC Funds (Lux) Emerging Markets Equity Fund O
- -Buena relación rentabilidad/riesgo
ISIN: LU0894190932
Categoría Morningstar: Global Emerging Markets Equity
Empresa: RBC BlueBay Asset Management
ISIN: LU0894190932
Categoría Morningstar: Global Emerging Markets Equity
Empresa: RBC BlueBay Asset Management
The objective of the Sub-Fund is to provide long-term capital appreciation by investing primarily in equity securities of companies located in or with significant business interests in emerging markets. The investment process of the Sub-Fund is primarily based on fundamental research, although the Investment Manager will also consider quantitative and technical factors. The Investment Manager will also assess the economic outlook for each emerging market region, including expected growth, market valuations and economic trends. Stock selection decisions are ultimately based on an understanding of the company, its business and its outlook. The Sub-Fund will be diversified by sector and country to help reduce risk.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 19,11 | 3 años: 4,45 | 5 años: 5,54 | Inicio: 6,88 | 2024: 14,93 | 2023: 7,57 | 2022: -9,21 | 2021: 2,12 | 2020: 6,96 |
Rentabilidad anual: Categoría | 1 año: 18,81 | 3 años: 1,10 | 5 años: 5,40 | Inicio: - | 2024: 15,66 | 2023: 6,60 | 2022: -16,78 | 2021: 5,06 | 2020: 7,97 |
Rentabilidad anual: Percentil | 1 año: 36,00 | 3 años: 14,00 | 5 años: 26,00 | Inicio:- | 2024: 41,00 | 2023: 32,00 | 2022: 9,00 | 2021: 73,00 | 2020: 56,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 13,07 | 3 Ratio Sharpe: -0,01 | 5 Correlación: 97,54 | Beta: 1,02 | Alfa: 1,88 | Tracking error: 3,83 | Info Ratio: 0,47 |