Invesco Korean Equity

ISIN: LU1775958025

Categoría Morningstar: Global Emerging Markets Equity

Empresa: Invesco

The Fund aims to achieve long-term capital growth. The Fund seeks to achieve its objective by investing primarily in equity or equity related securities of (i) companies with their registered office in an emerging market country, (ii) companies with their registered office in a non-emerging market country but carrying out their business activities predominantly in emerging market countries or (iii) holding companies, the interests of which are predominantly invested in companies with their registered office in emerging market countries. Stock selection is fundamentally driven, bottom-up, and emphasizes three factors: high-quality businesses, strong management and an attractive price. Up to 30% of the NAV of the Fund may be exposed to China A shares listed on the Shanghai or Shenzhen Stock Exchanges, via Stock Connect.

Rentabilidad anual 1 año 3 años 5 años Inicio 2021 2020 2019 2018 2017
Rentabilidad anual: Fondo 1 año: 19,71 3 años: -1,93 5 años: -5,01 Inicio: 4,19 2021: 4,85 2020: 17,98 2019: -0,14 2018: -24,64 2017: 10,40
Rentabilidad anual: Categoría 1 año: 12,15 3 años: 6,54 5 años: 13,22 Inicio: - 2021: 6,63 2020: 7,97 2019: 21,04 2018: -12,25 2017: 18,78
Rentabilidad anual: Percentil 1 año: - 3 años: - 5 años: - Inicio:- 2021: - 2020: - 2019: 80,00 2018: 100,00 2017: 91,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 19,92 3 Ratio Sharpe: -0,13 5 Correlación: 84,56 Beta: 0,99 Alfa: -8,54 Tracking error: 12,50 Info Ratio: -0,76
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2021-01-15
Fuente: Morningstar. Datos en euros. Categoría: Global Emerging Markets Equity. Fecha: 2021-01-15