BlackRock Strategic Funds - Emerging Companies Absolute Return Fund I2 EUR Hedged

ISIN: LU1861219290

Categoría Morningstar: Long/Short Equity - Other

Empresa: BlackRock

The sub-fund seeks to achieve a positive absolute return for investors regardless of market movements. The Fund will seek to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures. The Fund will seek to gain at least 60% of its investment exposure through equities and equity-related securities (including derivatives) of, or giving exposure to, companies domiciled in, or exercising the predominant part of their economic activity, or have their primary listing in the United Kingdom. Such companies include small, mid and large capitalisation companies that are considered ‘emerging’, i.e. at an early stage of their life cycle and/ or expected to experience significant growth. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in equities and equity-related securities and, when determined appropriate, cash and near-cash instruments.

Rentabilidad anual 1 año 3 años 5 años Inicio 2025 2024 2023 2022 2021
Rentabilidad anual: Fondo 1 año: 9,33 3 años: 1,88 5 años: 2,43 Inicio: 3,98 2025: 0,06 2024: 10,61 2023: 11,23 2022: -22,19 2021: 9,42
Rentabilidad anual: Categoría 1 año: - 3 años: - 5 años: - Inicio: - 2025: - 2024: - 2023: - 2022: - 2021: -
Rentabilidad anual: Percentil 1 año: - 3 años: - 5 años: - Inicio:- 2025: - 2024: - 2023: - 2022: - 2021: -
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 9,59 3 Ratio Sharpe: -0,65 5 Correlación: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fuente: Morningstar. Datos en euros. Categoría: Long/Short Equity - Other. Fecha: 2025-01-17
Fuente: Morningstar. Datos en euros. Categoría: Long/Short Equity - Other. Fecha: 2025-01-17