FTGF Martin Currie European Unconstrained Fund P1 Class Euro Accumulating
ISIN: IE00BGNBWX89
Categoria Morningstar: Europe Large-Cap Growth Equity
Società: Franklin Templeton
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 |