Schroder International Selection Fund Changing Lifestyles I Accumulation USD
- -Buena relación rentabilidad/riesgo
ISIN: LU2096786087
Categoría Morningstar: Sector Equity Consumer Goods & Services
Empresa: Schroders
ISIN: LU2096786087
Categoría Morningstar: Sector Equity Consumer Goods & Services
Empresa: Schroders
The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that the Investment Manager believes will benefit from the changing requirements of modern consumers. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of companies worldwide. The Fund aims to provide investors with exposure to companies participating in evolving consumption patterns across multiple areas of consumers’ lives. The Investment Manager seeks to invest in companies that it believes will enjoy superior growth because they satisfy the tastes and expectations of consumers in a technologically enabled world.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: - | 3 años: - | 5 años: - | Inicio: - | 2024: - | 2023: 19,00 | 2022: -15,68 | 2021: 14,48 | 2020: - |
Rentabilidad anual: Categoría | 1 año: 18,54 | 3 años: 1,56 | 5 años: 4,78 | Inicio: - | 2024: 16,84 | 2023: 11,05 | 2022: -19,22 | 2021: 15,96 | 2020: 8,66 |
Rentabilidad anual: Percentil | 1 año: 34,00 | 3 años: 15,00 | 5 años: - | Inicio:- | 2024: 34,00 | 2023: 30,00 | 2022: 36,00 | 2021: 67,00 | 2020: - |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 14,43 | 3 Ratio Sharpe: 0,03 | 5 Correlación: 94,50 | Beta: 1,02 | Alfa: 0,04 | Tracking error: 5,72 | Info Ratio: -0,03 |