FTGF Martin Currie European Unconstrained Fund P1 Class Euro Accumulating

ISIN: IE00BGNBWX89

Categoria Morningstar: Europe Large-Cap Growth Equity

Società: Franklin Templeton

The investment objective of the Fund is to provide long-term capital appreciation through investment in a concentrated portfolio comprised primarily of European equities. The Fund invests at least 80% of its NAV in shares of companies domiciled or listed in Europe, or which conduct the predominant part of their economic activity in Europe. Such investment may be direct or indirect through equity-related securities, depositary receipts or collective investment schemes, or long positions through derivatives.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,37 3 anni: -7,65 5 anni: 4,46 Inizio: 7,43 2024: -2,17 2023: 19,77 2022: -32,99 2021: 28,46 2020: 17,10
Rendimento annuo: Categoria 1 anno: 16,85 3 anni: -1,38 5 anni: 7,00 Inizio: - 2024: 6,21 2023: 16,15 2022: -20,49 2021: 24,53 2020: 8,51
Rendimento annuo: Percentile 1 anno: 73,00 3 anni: 97,00 5 anni: 77,00 Inizio:- 2024: 95,00 2023: 24,00 2022: 98,00 2021: 24,00 2020: 10,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 23,39 3 Sharpe Ratio: -0,28 5 Correlazione: 94,67 Beta: 1,42 Alfa: -8,74 Tracking error: 9,97 Info Ratio: -0,94
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-11-12
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-11-12