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: 14,66 |
3 anni: 8,22 |
5 anni: 11,53 |
Inizio: 9,13 |
2024: 7,24 |
2023: 21,75 |
2022: -13,06 |
2021: 21,39 |
2020: 7,35 |
| Rendimento annuo: Categoria |
1 anno: 8,75 |
3 anni: 2,36 |
5 anni: 8,36 |
Inizio: -
| 2024: 4,39 |
2023: 16,15 |
2022: -20,49 |
2021: 24,53 |
2020: 8,51 |
| Rendimento annuo: Percentile |
1 anno: 10,00 |
3 anni: 12,00 |
5 anni: 8,00 |
Inizio:-
| 2024: 15,00 |
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: 17,24 |
3 Sharpe Ratio: 0,59 |
5 Correlazione: 92,41 |
Beta: 0,99 |
Alfa: 1,88 |
Tracking error: 6,56 |
Info Ratio: 0,26 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2024-04-22
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Growth Equity. Data: 2024-04-22
