PGIM Quant Solutions Global Core Equity ESG Fund I USD Accumulation

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

ISIN: IE00BGJVXC85

Categoria Morningstar: Global Large-Cap Blend Equity

Società: PGIM Investments

The investment objective of the Fund is to provide long term capital appreciation. The Fund seeks to achieve its objective through investments in equity and equity related securities of companies located throughout the world (which are primarily listed or traded on Recognised Markets). In managing the Fund, the Sub-Investment Manager uses an actively managed and disciplined process that looks to consistently capture returns using a systematic approach. The stock selection process seeks to identify companies that score highly based on the Sub-Investment Manager’s proprietary analysis on fundamental factor metrics such as valuation, growth and quality.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -5,82 3 anni: 20,75 5 anni: - Inizio: 9,75 2023: 2,83 2022: -10,15 2021: 34,30 2020: 4,11 2019: 28,01
Rendimento annuo: Categoria 1 anno: -6,98 3 anni: 15,25 5 anni: 7,06 Inizio: - 2023: 2,37 2022: -14,21 2021: 25,85 2020: 4,68 2019: 26,09
Rendimento annuo: Percentile 1 anno: 24,00 3 anni: 6,00 5 anni: - Inizio:- 2023: 54,00 2022: 16,00 2021: 7,00 2020: 57,00 2019: 40,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,75 3 Sharpe Ratio: 0,54 5 Correlazione: 98,79 Beta: 0,99 Alfa: 2,29 Tracking error: 3,11 Info Ratio: 0,77
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-03-21
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-03-21