Seilern America USD U R
ISIN: IE00B1ZBRN64
Categoria Morningstar: US Large-Cap Growth Equity
Società: Seilern Investment Management
ISIN: IE00B1ZBRN64
Categoria Morningstar: US Large-Cap Growth Equity
Società: Seilern Investment Management
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. The fund may purchase securities denominated in any of the major convertible currencies of the member countries of the OECD.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 8,92 | 3 anni: 2,52 | 5 anni: 10,49 | Inizio: 10,28 | 2024: 5,52 | 2023: 21,17 | 2022: -22,96 | 2021: 35,05 | 2020: 17,32 |
Rendimento annuo: Categoria | 1 anno: 20,78 | 3 anni: 4,51 | 5 anni: 13,16 | Inizio: - | 2024: 15,16 | 2023: 29,72 | 2022: -25,73 | 2021: 29,97 | 2020: 24,15 |
Rendimento annuo: Percentile | 1 anno: 98,00 | 3 anni: 80,00 | 5 anni: 83,00 | Inizio:- | 2024: 96,00 | 2023: 71,00 | 2022: 43,00 | 2021: 34,00 | 2020: 59,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: 91,80 | Beta: 0,84 | Alfa: -5,53 | Tracking error: 8,58 | Info Ratio: -0,70 |