GMO SGM Major Markets Investment Fund A USD

ISIN: IE00BDS6C154

Categoria Morningstar: Macro Trading USD

Società: GMO

The Fund’s investment objective is to seek long-term total return. The Fund is expected to invest, directly and indirectly, in a wide range of assets that are eligible investments for UCITS. The permitted investments of the Fund will include long and short positions in equity and equity-related securities, debt securities, money market instruments, currencies, interest rates, instruments (e.g., swaps, futures and options) relating to commodities indices which are cleared by the Central Bank, and derivatives as described below. Short positions will be achieved through the use of derivative instruments such as swaps, futures and options. Such securities and instruments and the reference assets underlying such derivatives may be located, listed or traded anywhere in the world, may have any market capitalisation and may belong to any industry sector. The Fund is expected to invest primarily in major markets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,49 3 anni: 4,10 5 anni: 1,65 Inizio: 1,08 2024: 3,13 2023: 1,02 2022: 6,97 2021: 1,66 2020: -3,84
Rendimento annuo: Categoria 1 anno: 9,52 3 anni: 6,22 5 anni: 4,53 Inizio: - 2024: 5,19 2023: 1,33 2022: 8,94 2021: 10,19 2020: -9,74
Rendimento annuo: Percentile 1 anno: 59,00 3 anni: 67,00 5 anni: 90,00 Inizio:- 2024: 71,00 2023: 49,00 2022: 48,00 2021: 93,00 2020: 69,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 2,81 Beta: 0,02 Alfa: -2,06 Tracking error: 9,59 Info Ratio: 0,11
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading USD. Data: 2024-07-22
Fonte: Morningstar. Dati in euros. Categoria: Macro Trading USD. Data: 2024-07-22