Dimensional Global Core Equity Fund EUR Accumulation

ISIN: IE00B2PC0260

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Dimensional Fund Advisors

The investment objective of the Fund is to maximise long-term total return. The investment policy of this Fund is to purchase securities, including depositary receipts, of certain companies traded in global developed countries which the Investment Manager deems eligible. Under normal circumstances, the Fund will invest most of its net assets in securities of companies located in global developed countries.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 19,28 3 anni: 9,04 5 anni: 12,01 Inizio: 10,01 2024: 11,15 2023: 15,47 2022: -9,77 2021: 31,30 2020: 3,39
Rendimento annuo: Categoria 1 anno: 17,55 3 anni: 3,13 5 anni: 8,94 Inizio: - 2024: 8,24 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 23,00 3 anni: 28,00 5 anni: 25,00 Inizio:- 2024: 38,00 2023: 54,00 2022: 15,00 2021: 22,00 2020: 62,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 98,47 Beta: 1,04 Alfa: 0,08 Tracking error: 3,14 Info Ratio: 0,02
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-11
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-11