The Fund aims to achieve above average capital growth over the long term. It looks to outperform the MSCI Europe Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in a concentrated portfolio of shares of companies domiciled in Europe (including the UK), or which have significant business operations there.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 26,52 3 anni: 5,28 5 anni: 9,92 Inizio: 9,14 2024: 12,84 2023: 21,75 2022: -13,06 2021: 21,39 2020: 7,35
Rendimento annuo: Categoria 1 anno: 16,85 3 anni: -1,38 5 anni: 7,00 Inizio: - 2024: 6,21 2023: 16,15 2022: -20,49 2021: 24,53 2020: 8,51
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: 2,00 5 anni: 8,00 Inizio:- 2024: 6,00 2023: 11,00 2022: 6,00 2021: 70,00 2020: 52,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,23 3 Sharpe Ratio: 0,25 5 Correlazione: 93,19 Beta: 1,03 Alfa: 2,70 Tracking error: 6,23 Info Ratio: 0,41
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-11-12
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-11-12