CT Pan European Focus Fund Retail Accumulation
- -Buona relazione rischio/rendimento
ISIN: GB00B01CWZ36
Categoria Morningstar: Europe Large-Cap Growth Equity
Società: Columbia Threadneedle Investments
ISIN: GB00B01CWZ36
Categoria Morningstar: Europe Large-Cap Growth Equity
Società: Columbia Threadneedle Investments
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 |