Stewart Investors Global Emerging Markets Sustainability Fund Class B (Accumulation) GBP

ISIN: GB00B64TS998

Categoria Morningstar: Global Emerging Markets Equity

Società: First Sentier Investors

The Fund aims to achieve capital growth over the long-term (at least 5 years). The Fund invests in a diversified portfolio of equity or equity-related securities of companies that are incorporated or listed, or where a majority of their economic activities take place in Emerging Markets and which are listed, traded or dealt in on Regulated Markets worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,27 3 anni: 0,44 5 anni: 4,14 Inizio: 10,63 2024: 0,49 2023: 9,87 2022: -13,65 2021: 10,87 2020: 10,73
Rendimento annuo: Categoria 1 anno: 12,62 3 anni: -2,12 5 anni: 3,14 Inizio: - 2024: 6,75 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rendimento annuo: Percentile 1 anno: 56,00 3 anni: 17,00 5 anni: 22,00 Inizio:- 2024: 99,00 2023: 19,00 2022: 23,00 2021: 18,00 2020: 28,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,69 3 Sharpe Ratio: -0,34 5 Correlazione: 80,01 Beta: 0,68 Alfa: -0,52 Tracking error: 10,13 Info Ratio: 0,16
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-11
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-11