Schroder International Selection Fund Global Emerging Markets Smaller Companies C Accumulation USD

ISIN: LU1098400929

Categoría Morningstar: Global Emerging Markets Small/Mid-Cap Equity

Empresa: Schroders

The Fund aims to provide capital growth in excess of the MSCI Emerging Markets Small Cap (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of small- sized companies in global emerging market countries. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of small-sized companies of global emerging market countries, including companies outside these countries which have a substantial business exposure to global emerging markets. Small-sized companies are companies which, at the time of purchase, are considered to be in the bottom 30% by market capitalisation of the global emerging market companies.

Rentabilidad anual 1 año 3 años 5 años Inicio 2023 2022 2021 2020 2019
Rentabilidad anual: Fondo 1 año: 0,38 3 años: 13,54 5 años: 6,11 Inicio: 6,79 2023: 6,93 2022: -10,95 2021: 21,22 2020: 7,58 2019: 25,69
Rentabilidad anual: Categoría 1 año: -0,81 3 años: 10,62 5 años: 4,45 Inicio: - 2023: 6,21 2022: -15,57 2021: 22,56 2020: 6,79 2019: 16,26
Rentabilidad anual: Percentil 1 año: 39,00 3 años: 27,00 5 años: 7,00 Inicio:- 2023: 36,00 2022: 16,00 2021: 65,00 2020: 45,00 2019: 14,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 12,96 3 Ratio Sharpe: 0,68 5 Correlación: 96,70 Beta: 0,91 Alfa: 2,16 Tracking error: 4,41 Info Ratio: 0,34
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Small/Mid-Cap Equity. Fecha: 2023-06-02
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Small/Mid-Cap Equity. Fecha: 2023-06-02