FTGF Martin Currie Global Long-Term Unconstrained Fund P2 Class GBP Accumulating

ISIN: IE00BDF19T05

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Franklin Templeton

The Fund’s investment objective is to produce long-term capital appreciation. The Fund is unconstrained in the sense that the Fund does not have a benchmark index to which the Fund’s portfolio is managed, though the MSCI All Country World Index may be used as the reference index to which the Fund’s performance can be compared. This index is comprised of approximately 2,700 large- and mid-capitalisation companies from over forty countries, including Emerging Market Countries. The Fund will invest at least 80% of its Net Asset Value in equities, whether directly or indirectly through equity-related securities or long positions in derivatives on equities and equity-related securities that are listed or traded on Regulated Markets located anywhere in the world (including Emerging Market Countries).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 21,16 3 anni: 0,60 5 anni: 7,53 Inizio: 10,37 2024: 10,81 2023: 19,78 2022: -28,73 2021: 20,76 2020: 15,96
Rendimento annuo: Categoria 1 anno: 22,16 3 anni: 3,34 5 anni: 10,24 Inizio: - 2024: 13,10 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 77,00 5 anni: 79,00 Inizio:- 2024: 60,00 2023: 41,00 2022: 85,00 2021: 61,00 2020: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 20,07 3 Sharpe Ratio: -0,09 5 Correlazione: 95,91 Beta: 1,19 Alfa: -5,94 Tracking error: 7,57 Info Ratio: -0,83
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-10-02