Jupiter UK Alpha Fund (IRL) U1 GBP Acc

ISIN: IE00BFWH6B63

Categoria Morningstar: UK Large-Cap Equity

Società: Jupiter AM

The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,78 3 anni: 6,30 5 anni: 5,33 Inizio: 4,68 2024: 6,25 2023: 9,01 2022: -6,91 2021: 23,21 2020: -13,25
Rendimento annuo: Categoria 1 anno: 14,57 3 anni: 7,73 5 anni: 6,08 Inizio: - 2024: 10,13 2023: 10,79 2022: -7,33 2021: 25,76 2020: -13,95
Rendimento annuo: Percentile 1 anno: 97,00 3 anni: 83,00 5 anni: 78,00 Inizio:- 2024: 97,00 2023: 85,00 2022: 60,00 2021: 69,00 2020: 32,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 94,47 Beta: 1,20 Alfa: -4,39 Tracking error: 5,03 Info Ratio: -0,78
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-07-19
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-07-19