FTGF ClearBridge Global Growth Leaders Fund Premier Class US$ Accumulating

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BG1D7S62

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Franklin Templeton

The Fund’s investment objective is to provide long-term capital appreciation. The Fund invests at least 80% of its Net Asset Value in equity securities that are listed or traded on Regulated Markets located anywhere in the world as set out in Schedule III. Up to 25% of the Fund’s Net Asset Value may be invested in equity securities of issuers located in Emerging Market Countries. The Fund’s exposure to Russian securities will not exceed 15% of the Fund’s Net Asset Value. A maximum of 10% of the Fund’s Net Asset Value may be invested in units or shares of other collective investment schemes within the meaning of Regulation 68(1)(e) of the UCITS Regulations, and such investments will be for the purposes of gaining exposure to the types of instruments described herein or otherwise to pursue the investment objective and policies of the Fund.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 9,42 3 anni: 8,29 5 anni: 16,77 Inizio: 12,06 2025: -5,65 2024: 27,40 2023: 18,52 2022: -17,66 2021: 20,88
Rendimento annuo: Categoria 1 anno: 4,51 3 anni: 5,54 5 anni: 13,91 Inizio: - 2025: -5,95 2024: 20,73 2023: 18,79 2022: -22,48 2021: 22,14
Rendimento annuo: Percentile 1 anno: 9,00 3 anni: 10,00 5 anni: 15,00 Inizio:- 2025: 8,00 2024: 20,00 2023: 48,00 2022: 26,00 2021: 61,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,95 3 Sharpe Ratio: 0,37 5 Correlazione: 97,42 Beta: 0,95 Alfa: 1,67 Tracking error: 4,04 Info Ratio: 0,40
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2025-03-19
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2025-03-19