BlackRock Strategic Funds – Systematic Global Equity Fund X2 GBP

ISIN: LU1270839597

Categoría Morningstar: Global Large-Cap Blend Equity

Empresa: BlackRock

The sub-fund aims to achieve long-term capital growth. The Fund will seek to achieve its investment objective by investing at least 80% of its total assets in shares of companies globally in both developed and emerging markets. The Fund may also invest in other transferable securities, derivatives, units in collective investment schemes, cash and near-cash instruments. In order to achieve its investment objective and policy, the Fund will invest in a variety of investment strategies and instruments. In particular, the Fund will use quantitative (i.e. mathematical or statistical) models in order to achieve a systematic (i.e. rule based) approach to stock selection. This means that stocks will be selected based on their expected contribution to portfolio returns when risk and transaction cost forecasts are taken into account.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 28,64 3 años: 11,43 5 años: 13,81 Inicio: 11,62 2021: 14,54 2020: 7,17 2019: 29,31 2018: -8,32 2017: 13,94
Rentabilidad anual: Categoría 1 año: 27,08 3 años: 10,11 5 años: 11,27 Inicio: - 2021: 13,57 2020: 4,68 2019: 26,09 2018: -7,74 2017: 8,25
Rentabilidad anual: Percentil 1 año: 28,00 3 años: 38,00 5 años: 10,00 Inicio:- 2021: 36,00 2020: 29,00 2019: 29,00 2018: 58,00 2017: 7,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 17,29 3 Ratio Sharpe: 0,65 5 Correlación: 98,38 Beta: 1,04 Alfa: -1,03 Tracking error: 3,49 Info Ratio: -0,22
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2021-06-17
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2021-06-17