Lazard Global Thematic Focus Fund A Acc USD

ISIN: IE00BK6V4X71

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Lazard Fund Managers

The Fund is a long-only, style-agnostic investment discipline focusing on long-term investment returns. The Fund is designed to benefit from structural change and disruption in industries and companies anywhere in the world. The Fund integrates a Sustainability Framework for assessing multiple aspects of business risk, including ESG inputs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 20,08 3 anni: 6,49 5 anni: - Inizio: 11,02 2024: 7,97 2023: 18,96 2022: -15,65 2021: 26,24 2020: 15,46
Rendimento annuo: Categoria 1 anno: 21,50 3 anni: 4,02 5 anni: 9,92 Inizio: - 2024: 9,10 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 72,00 3 anni: 40,00 5 anni: - Inizio:- 2024: 81,00 2023: 45,00 2022: 16,00 2021: 35,00 2020: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,05 3 Sharpe Ratio: 0,12 5 Correlazione: 96,34 Beta: 0,97 Alfa: -1,06 Tracking error: 5,16 Info Ratio: -0,24
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-11
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-11