Amundi Funds - Polen Capital Global Growth I2 USD (C)

ISIN: LU1691799990

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Amundi

The fund seeks to achieve long-term capital growth. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in equities of large capitalisation companies around the world. Specifically, the Sub-Fund invests at least 51% of net assets in equities of companies that have a wide range of market capitalisation of at least USD 10 billion. The Sub-Fund may invest up to 35% of its net assets in equities of companies domicilied in emerging markets. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, equity-linked instruments, convertible bonds, bonds, money market instruments and deposits, and may invest up to 10% of net assets in UCITS/UCIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 24,74 3 anni: 4,06 5 anni: 9,86 Inizio: 12,23 2024: 7,44 2023: 26,11 2022: -26,69 2021: 25,93 2020: 14,10
Rendimento annuo: Categoria 1 anno: 21,04 3 anni: 3,11 5 anni: 9,10 Inizio: - 2024: 6,79 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 28,00 3 anni: 48,00 5 anni: 37,00 Inizio:- 2024: 46,00 2023: 17,00 2022: 79,00 2021: 36,00 2020: 49,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,44 3 Sharpe Ratio: 0,09 5 Correlazione: 97,74 Beta: 1,04 Alfa: -1,89 Tracking error: 4,34 Info Ratio: -0,47
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-26
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-26