Candriam Sustainable Equity Emerging Markets R EUR Acc

Qualification
Motivo del rating:
  • -Patrimonio en manos de inversores locales

ISIN: LU1434524416

Categoría Morningstar: Global Emerging Markets Equity

Empresa: Candriam

The aim of the Sub-Fund is to enable shareholders to benefit from the growth potential of the emerging equity markets with an investment in equities selected by the portfolio management team on a discretionary basis and to outperform the benchmark. The selection is based on the stocks’ characteristics and growth prospects, as well as proprietary analysis of ESG criteria. It is Candriam’s strong belief that this ESG analysis can contribute to better identifying potential risks related to, for instance, corporate governance or risks of controversies as well as opportunities arising from long-term sustainability trends. In line with the SICAV’s overall sustainability objectives, the Sub-Fund aims to contribute to reducing greenhouse gas emissions through specific targets as well as the integration of climate related indicators in equity securities analysis and aims to have long-term positive impact on environment and social domains.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 7,92 3 años: -7,93 5 años: 2,48 Inicio: 3,72 2024: 6,74 2023: -0,47 2022: -26,47 2021: 6,00 2020: 25,49
Rentabilidad anual: Categoría 1 año: 9,06 3 años: -5,53 5 años: 1,83 Inicio: - 2024: 2,38 2023: 10,33 2022: -21,90 2021: -2,36 2020: 17,69
Rentabilidad anual: Percentil 1 año: 73,00 3 años: 94,00 5 años: 48,00 Inicio:- 2024: 37,00 2023: 94,00 2022: 95,00 2021: 39,00 2020: 5,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 12,56 3 Ratio Sharpe: -0,85 5 Correlación: 94,72 Beta: 0,93 Alfa: -8,12 Tracking error: 5,43 Info Ratio: -1,32
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-04-12
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2024-04-12