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 |
2025 |
2024 |
2023 |
2022 |
2021 |
| Rendimento annuo: Fondo |
1 anno: 0,88 |
3 anni: 8,22 |
5 anni: 11,23 |
Inizio: 8,84 |
2025: -1,22 |
2024: 12,41 |
2023: 21,75 |
2022: -13,06 |
2021: 21,39 |
| Rendimento annuo: Categoria |
1 anno: -3,23 |
3 anni: 3,53 |
5 anni: 7,32 |
Inizio: -
| 2025: -2,45 |
2024: 3,97 |
2023: 16,15 |
2022: -20,49 |
2021: 24,53 |
| Rendimento annuo: Percentile |
1 anno: 21,00 |
3 anni: 1,00 |
5 anni: 8,00 |
Inizio:-
| 2025: 47,00 |
2024: 5,00 |
2023: 11,00 |
2022: 6,00 |
2021: 70,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 17,06 |
3 Sharpe Ratio: 0,39 |
5 Correlazione: 93,14 |
Beta: 1,04 |
Alfa: 2,12 |
Tracking error: 6,22 |
Info Ratio: 0,34 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2025-04-29
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2025-04-29
