Liontrust GF Sustainable Future US Growth Fund A5 EUR Acc

ISIN: IE0006AJXVX6

Categoria Morningstar: US Large-Cap Growth Equity

Società: Liontrust

The Fund aims to achieve capital growth over the long term (five years or more) through investment in sustainable securities, predominantly consisting of US equities. In normal conditions, the Fund invests at least 80% of its Net Asset Value in US equities and the Investment Adviser aims to hold a diversified portfolio of such equities which will not be constrained by industries or the size of issuers. US equities are those which, at the time of purchase, are incorporated, domiciled, listed or conduct significant business in the US. However, the Investment Adviser may decide to hold a more concentrated portfolio at certain times (i.e. where market factors dictate or at times of significant subscriptions and redemptions in the Fund) and it is possible that a substantial portion of the Fund could be invested in cash or Money Market Instruments

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: - 3 anni: - 5 anni: - Inizio: 17,29 2024: 5,19 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: 30,98 3 anni: 1,95 5 anni: 11,42 Inizio: - 2024: 6,12 2023: 34,27 2022: -30,30 2021: 20,80 2020: 35,32
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: 82,00 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-04-25
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2024-04-25