Schroder International Selection Fund QEP Global ESG I Accumulation GBP

Qualification

ISIN: LU1274618997

Categoría Morningstar: Global Large-Cap Blend Equity

Empresa: Schroders

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide.
At least two thirds of the Fund’s asset (excluding cash) will invest in a broadly diversified portfolio of equities and equity related securities. Investments will be made in companies that are considered to offer investment potential due to their current valuation or business quality. Companies will also be assessed based on their environmental and social impact as well as the strength of their corporate governance. The Fund may use derivative instruments, namely exchange traded equity index futures and currency forwards, for investment purposes as well as for efficient portfolio management. The Fund may also invest in Exchange Traded Funds and hold cash.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 23,77 3 años: 9,79 5 años: 11,01 Inicio: 10,04 2021: 16,06 2020: -2,05 2019: 27,57 2018: -5,62 2017: 5,36
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: 75,00 3 años: 57,00 5 años: 50,00 Inicio:- 2021: 16,00 2020: 86,00 2019: 43,00 2018: 33,00 2017: 83,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 15,29 3 Ratio Sharpe: 0,63 5 Correlación: 97,23 Beta: 0,90 Alfa: -1,17 Tracking error: 4,32 Info Ratio: -0,60
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