FTGF Martin Currie Global Long-Term Unconstrained Fund S Class GBP Accumulating

ISIN: IE00BDF19T05

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Franklin Templeton

The fund's goal is to achieve growth of the fund's value in the long term. The fund will invest at least 80% of its assets in shares of companies located anywhere in the world, including emerging market countries. Such investment may be directly in such shares or indirectly via derivatives (financial instruments whose value is derived from the value of other assets). The investment manager seeks to identify shares of companies that historically have demonstrated consistent, long-term value creation. If a company passes the investment manager's initial screening then an in-depth analysis and valuation of the company is undertaken. The companies that are still considered attractive at this point are then subjected to a final due diligence analysis. The fund will typically invest in 20 to 40 companies. The fund may invest in derivatives, to help try to achieve the fund's objective as well as to reduce risk or cost or to generate additional growth for the fund.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 0,69 3 anni: 2,85 5 anni: 6,59 Inizio: 10,25 2023: 7,37 2022: -19,75 2021: 21,88 2020: 12,38 2019: 32,21
Rendimento annuo: Categoria 1 anno: 6,14 3 anni: 5,42 5 anni: 7,83 Inizio: - 2023: 11,62 2022: -22,48 2021: 22,14 2020: 17,10 2019: 31,60
Rendimento annuo: Percentile 1 anno: 21,00 3 anni: 74,00 5 anni: 52,00 Inizio:- 2023: 29,00 2022: 85,00 2021: 61,00 2020: 41,00 2019: 10,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 22,36 3 Sharpe Ratio: 0,01 5 Correlazione: 95,68 Beta: 1,10 Alfa: -4,61 Tracking error: 6,79 Info Ratio: -0,71
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2023-09-19