Russell Investment Company plc - Acadian Emerging Markets Managed Volatility Equity UCITS A EUR Acc

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Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00B8095630

Categoria Morningstar: Global Emerging Markets Equity

Società: Russell Investments

The sub-fund will seek to achieve a return similar to or better than that of the MSCI Emerging Markets Index but with lower volatility over a full market cycle. This is to be achieved by investing primarily in a diversified portfolio of low-risk equity securities of issuers in Emerging Markets. Individual stocks shall be chosen to achieve the strategy’s risk-reduction objective and will include both large and small-cap issuers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 12,59 3 anni: 8,70 5 anni: 6,22 Inizio: 6,21 2024: 4,10 2023: 15,15 2022: -3,45 2021: 26,13 2020: -8,53
Rendimento annuo: Categoria 1 anno: 11,42 3 anni: -6,50 5 anni: 1,93 Inizio: - 2024: 1,85 2023: 10,33 2022: -21,90 2021: -2,36 2020: 17,69
Rendimento annuo: Percentile 1 anno: 9,00 3 anni: 1,00 5 anni: 5,00 Inizio:- 2024: 17,00 2023: 6,00 2022: 3,00 2021: 1,00 2020: 97,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,69 3 Sharpe Ratio: 0,29 5 Correlazione: 91,96 Beta: 0,70 Alfa: 8,25 Tracking error: 7,12 Info Ratio: 1,49
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-23
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-04-23