BMO LGM Global Emerging Markets Growth and Income Fund
ISIN: IE00B3BNMF79
Categoria Morningstar: Global Emerging Markets Equity
Società: BMO Global Asset Management
The Fund aims to achieve long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in emerging markets worldwide, with a dividend yield that is anticipated to be a significant contributor to returns.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 5,98 | 3 anni: 4,55 | 5 anni: 9,66 | Inizio: 8,28 | 2021: 5,44 | 2020: 3,27 | 2019: 14,70 | 2018: -7,47 | 2017: 20,50 |
| Rendimento annuo: Categoria | 1 anno: 11,20 | 3 anni: 6,06 | 5 anni: 12,26 | Inizio: - | 2021: 5,91 | 2020: 7,97 | 2019: 21,04 | 2018: -12,25 | 2017: 18,78 |
| Rendimento annuo: Percentile | 1 anno: 76,00 | 3 anni: 69,00 | 5 anni: 73,00 | Inizio:- | 2021: 76,00 | 2020: 76,00 | 2019: 89,00 | 2018: 10,00 | 2017: 37,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,76 | 3 Sharpe Ratio: 0,18 | 5 Correlazione: 94,44 | Beta: 0,91 | Alfa: -1,83 | Tracking error: 6,57 | Info Ratio: -0,37 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2021-01-15
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2021-01-15