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 |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: 15,11 |
3 anni: 3,91 |
5 anni: 9,54 |
Inizio: 10,49 |
2023: 6,59 |
2022: -7,60 |
2021: 14,52 |
2020: 14,05 |
2019: 34,32 |
| Rendimento annuo: Categoria |
1 anno: 12,14 |
3 anni: 4,18 |
5 anni: 5,94 |
Inizio: -
| 2023: 7,63 |
2022: -20,49 |
2021: 24,53 |
2020: 8,51 |
2019: 30,35 |
| Rendimento annuo: Percentile |
1 anno: 8,00 |
3 anni: 27,00 |
5 anni: 3,00 |
Inizio:-
| 2023: 22,00 |
2022: 6,00 |
2021: 67,00 |
2020: 49,00 |
2019: 1,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 16,48 |
3 Sharpe Ratio: 0,50 |
5 Correlazione: 91,82 |
Beta: 0,93 |
Alfa: 0,06 |
Tracking error: 6,61 |
Info Ratio: -0,09 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2023-09-20
