The investment objective of the fund is to seek capital appreciation through investment in equity or equity related securities (i.e. equity warrants and convertible bonds) of the issued by high quality companies listed on the stock exchanges of countries within the OECD. Investment will be made predominantly in the equities of issuers established in the U.S. and North American OECD member countries. Seilern America may purchase securities denominated in any of the major convertible currencies of the member countries of the OECD. Seilern America will invest in large, successful companies with proven track records and high predictability of future earnings growth.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 32,32 3 anni: 21,29 5 anni: 19,79 Inizio: 11,47 2021: 10,16 2020: 17,32 2019: 35,76 2018: 8,08 2017: 13,01
Rendimento annuo: Categoria 1 anno: 37,96 3 anni: 21,46 5 anni: 18,89 Inizio: - 2021: 10,11 2020: 24,15 2019: 34,77 2018: 1,22 2017: 11,48
Rendimento annuo: Percentile 1 anno: 65,00 3 anni: 56,00 5 anni: 41,00 Inizio:- 2021: 47,00 2020: 59,00 2019: 46,00 2018: 8,00 2017: 43,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,67 3 Sharpe Ratio: 1,07 5 Correlazione: 92,30 Beta: 0,85 Alfa: - Tracking error: 7,56 Info Ratio: -0,51
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2021-04-30
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2021-04-30