Pictet - Global Thematic Opportunities-I EUR Acc

ISIN: LU1437676478

Categoría Morningstar: Global Large-Cap Blend Equity

Empresa: Pictet Asset Management

To increase the value of your investment while seeking to achieve a positive environmental and social impact. The Fund applies a sustainable strategy and invests mainly in equities and equity related securities. The Fund invests mainly in companies that may benefit from global long-term themes resulting from secular changes in economic, social and environmental factors such as demographics, lifestyle or regulations. The Fund mainly invests in companies whose significant proportion of their activities (as measured by turnover, enterprise value, earning before interests and taxes, or similar metrics) are related to, but not limited to products and services supporting the energy transition, circular economy, energy efficiency, water quality and supply, sustainable forestry, sustainable cities, nutrition, human health and therapeutics, personal self-fulfilment and security.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 25,45 3 años: 5,53 5 años: 10,20 Inicio: 10,37 2024: 14,26 2023: 19,49 2022: -22,39 2021: 25,81 2020: 6,75
Rentabilidad anual: Categoría 1 año: 15,56 3 años: 3,03 5 años: 9,09 Inicio: - 2024: 8,40 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rentabilidad anual: Percentil 1 año: 11,00 3 años: 80,00 5 años: 52,00 Inicio:- 2024: 37,00 2023: 24,00 2022: 95,00 2021: 56,00 2020: 86,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: - 3 Ratio Sharpe: - 5 Correlación: 93,65 Beta: 1,00 Alfa: -4,40 Tracking error: 6,19 Info Ratio: -0,76
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2024-06-14
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2024-06-14