Credit Suisse Wealth Funds 1 - Credit Suisse Carmignac Emerging Markets Multi-Asset Fund B USD
ISIN: LU1720511549
Categoría Morningstar: Global Emerging Markets Allocation
Empresa: Credit Suisse AM
ISIN: LU1720511549
Categoría Morningstar: Global Emerging Markets Allocation
Empresa: Credit Suisse AM
This Sub-fund is actively managed and targets a total return of the 1 month reference rate set by the benchmark administrator for the denomination currency of the respective share class included in the table in the section “Performance Fee” below +5% p.a. (net of fees) (the “Benchmark”) over a recommended investment horizon of 5 years by investing in the asset classes described below in accordance with the principle of risk diversification. This should be understood to be neither a guarantee that this will be achieved nor a forward-looking statement limiting potential capital losses. The Sub-fund seeks to outperform the Benchmark.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 1,52 | 3 años: -5,26 | 5 años: 0,65 | Inicio: -0,34 | 2023: 1,92 | 2022: -17,84 | 2021: -5,07 | 2020: 6,09 | 2019: 20,51 |
Rentabilidad anual: Categoría | 1 año: 1,35 | 3 años: 0,32 | 5 años: 1,87 | Inicio: - | 2023: 3,62 | 2022: -14,57 | 2021: 4,65 | 2020: 1,54 | 2019: 15,54 |
Rentabilidad anual: Percentil | 1 año: 21,00 | 3 años: 96,00 | 5 años: 61,00 | Inicio:- | 2023: 74,00 | 2022: 75,00 | 2021: 98,00 | 2020: 19,00 | 2019: 15,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 17,02 | 3 Ratio Sharpe: -0,57 | 5 Correlación: 95,62 | Beta: 1,13 | Alfa: -3,10 | Tracking error: 5,29 | Info Ratio: -0,75 |